Workflow Trigger: Membership Product Started

The Membership Product Started trigger will activate a Workflow when a contact begins or interacts with a specific product 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 product has been started.

Step 1: Creating and Editing the Trigger

• Navigate to Workflows

• Create a new Workflow or click on an existing one

• Click “Add New Workflow Trigger”

• Name your Workflow Trigger

• Select “Product Started” under the Membership triggers section of the dropdown.

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

  • Note: If you do not add filters, this will fire any time a product has been started. It is recommended to use filters to further customize the workflow.

Once you’ve set up your trigger, you can then follow up with automation to the contact to provide more detailed information or an introductory email or text.

You can also use specific membership-related custom values to insert text automatically. We have an example below of usage.