Workflow Trigger: Membership Category Started

The Membership Category Started trigger will activate a Workflow when a contact begins or interacts with a specific category in a membership. In this article, we will go over how to use this trigger to track specific membership products and send additional resources once a category has been started.

• Add the trigger with filters for the product and category and save

https://lh3.googleusercontent.com/MH6oAAP99JPIFp0GhfSVL8EI1sC1YCovJX3AWbFdwsAs85Qg01I0RcubBP5XcYUtEnSdyJCXX9DaWyy3t0ovdXgWC65KY5ppMvxr6VtXege2Ll_8tAeSev1t-_AHFcAEL8tcm0GAEmurbxGJwCcqDx8lh3.googleusercontent.com

• Here is an example of a course structure and where a category is located in a membership product: (See Screenshot Below)

https://lh6.googleusercontent.com/GH4Y17SqTB1wMjrChDWsYmhCNMmnn5m0JBBwj3P8Fgv17wSL3zLpL-scCoSpi3f2VTvnvPBiolomWoyXMy_IL-h2n19ssz_w2ntINR-5ybDELoFNu2pURrJD-OM4Wd0VhFHcolV8qNDXFQefARQmB1olh6.googleusercontent.com

• Add a Send Email action and use the category custom values to make it more personal.

https://lh6.googleusercontent.com/Iz_lqbj-HoWGvWKxD3_zodPYuD6JcTGtZlisppDuB_6xDTOK-SzaMWRjIc-drocEE_XCn0F4iLg3sSpb_K_IuBC0jf7RD8704boaLEuW3GceN2u9W74UknFgZ86kdQ3ItMDPNDhWW750f8cnnYZe0HUlh6.googleusercontent.com

• Add an internal notification using custom values to set a timestamp and provide details that refer to the category.

https://lh4.googleusercontent.com/tLIP5OEyq-cn8s6ZWaKMWsY8AXYgJ8rJbpuK4MFnH5ySf0vNUsjITGvuQsbvF4I7j_WWWIYgR10sxdETMA3ULGRGgFzUl_ZNVpkvblfN-ZEVPU2aIHAIuRI64YnCLOENbuq6F2ztUNd92GuzrMMLrbQlh4.googleusercontent.com

Please Note: You can use the If/Else action to create branches based on the category involved if you use more than one category as a trigger. (See Screenshot Below)

https://lh4.googleusercontent.com/rRCBrdUT5guV_yfljLoFNjAnP8M2zcXgCI8SPSDeJnZRat1FPR6gRHYS7xXhMvhm9bIIazAM7PiKhnTYwAvgr5-lbniPt9os9Wk1G2G571jlfDPw31CguShy90EBxdWNiOkZEaCN0rYpuXABSHM9_1Elh4.googleusercontent.com