Automating Community Management with Workflow Systems

Configuring Payment Acknowledgment Workflows

Initiating a New Workflow

Begin by setting up a new workflow from scratch or by choosing a pre-existing template.

Trigger Setup:

Establish a trigger to ensure new members are automatically added to your community when a payment is completed.

To do this, create a new workflow trigger, navigate to the "Payments" section, and select "Payment Received" as your trigger.

Apply filters to indicate the specific product linked to this trigger. For instance, you might choose "Global Product" and then select a specific product like "Stock Trading Discord."

Filtering for Successful Payments:

Add a filter for "Payment Status" and set it to "Success." This filter ensures the workflow is activated only for successful transactions. Remember to save your trigger.

Action Step - Grant Access to Group:

Scroll through the actions and select "Grant Group Access."

• Choose the appropriate group from the list to grant access to the newly paying members.

Sending a Welcome Email:

Optionally, include an action to send a welcome email, introducing new members to the group and providing them with essential information.

Handling Membership Revocation

The following steps outline how to manage situations where a member's subscription is canceled or their payment fails.

Adjusting Trigger for Unsuccessful Payments:

Modify the "Payment Status" filter in your trigger to "Failed" to focus on unsuccessful transactions.

Action Step - Revoke Group Access:

Replace the "Grant Group Access" action with "Revoke Group Access" to remove members whose payments did not process successfully.

Utilizing Access Grant as an Additional Trigger

Finally, consider how to further engage new members by using access grants as triggers for additional actions.

New Trigger - Group Access Granted:

Use the "Group Access Granted" trigger and apply a filter to specify your group.

Action Step - Apply a Tag:

Add an action to tag new members, for example, with "Group Member." This helps you manage and identify members within your CRM. You can either create a new tag or select an existing one from the dropdown list.

Additional Engagement Actions:

Consider adding actions to send text messages or emails to new members, encouraging them to engage more actively with the community or explore additional offerings.

Troubleshooting and FAQs

What should I do if a member's payment status changes to successful after being revoked? 

You can create an additional workflow that re-grants access when the payment status changes back to successful.

Is it possible to customize the welcome email? 

Yes, you can fully customize the welcome email within the CRM, allowing you to tailor the content to match your community's style and brand.