Workflow Trigger: Product Access Granted

The Product Access Granted Workflow Trigger allows you to build a workflow that will trigger whenever a contact is given access to your membership products. The contact who receives access to your applicable membership products will be added to the workflow. This article will give an overview of how to build a workflow using the Product Access Granted Workflow Trigger.

Note that this article will assume that you have already built Membership Products. For an overview of how to create Membership Products, see our article “How to Create and Edit Categories in Memberships”

Step 1: Start a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

• Click “Add New Workflow Trigger”

• Select Product Access Granted in the Membership section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear

• (Optional) You can change the workflow builder display name of this trigger using the textbox below Workflow Trigger Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.

• Press + Add filters to expand the Filters section of the Trigger setup menu

  • If you do not add any filters to this section, then any time a contact is given access to any Membership Product, then they will be added to this workflow

  • The Select Product filter parameter will only allow this workflow to be triggered when a contact is given access to a selected product

  • You can filter by Custom Fields which you would set up elsewhere in your account. Filtering by these fields will only allow contacts who meet your Custom Value parameters to be added to this workflow

• Press Save Trigger in the bottom right corner of the Trigger setup menu

Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Actions to be triggered by the Product Access Granted trigger or you can leave this workflow without any actions.

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your workflow is set up and ready to go with the Product Access Granted Workflow Trigger.