Membership Overview

Modified on Tue, 1 Oct at 7:11 AM

When creating workflows and setting up triggers, you'll encounter a section labeled Membership. This section contains various triggers, such as category completion, new membership sign-up, offer access granted or removed, product access granted or removed, product completion, and user login.

Category Completion


The Category Completion trigger becomes active when a collection of products, known as a category, has been fully utilized or completed. This trigger automates actions or notifications based on the status of these product groups, ensuring your team is aware of the progress and completion of various inventory items. 

Category Completed


New Membership Signup


The New Membership Signup trigger is activated when a new member registers for a membership. This trigger facilitates automated responses or actions immediately upon a new sign-up, helping your team quickly engage with and welcome the new member. Membership New Signup


Offer Access Granted


When a customer gains access to a specific offer, the Offer Access Granted trigger comes into play, launching the corresponding workflow. This trigger allows you to automate responses or actions related to offer access, keeping your team informed about customers who receive special promotions or exclusive content.

 Offer Access Granted


Offer Access Revoked


Conversely, the Offer Access Revoked trigger is set off when a customer's access to an offer is rescinded. This trigger enables automated actions or responses related to the withdrawal of access, ensuring your team is updated about any changes in customer eligibility for offers or exclusive content.


Offer Access Removed


Product Access Granted


The Product Access Granted trigger is initiated when a customer is granted access to a specific product, thus starting the related workflow. This trigger automates actions or notifications regarding the granting of product access, ensuring your team is kept informed about which customers have access to particular products or services. Product Access Granted


Product Access Revoked


On the other hand, the Product Access Revoked trigger kicks in when a customer's access to a product is removed. This trigger automates actions or notifications related to the removal of access, helping your team stay informed about any changes in customer access to products or services. 

Product Access Removed


Product Completion


The Product Completion trigger activates when a customer finishes using a product, initiating the designated workflow. This trigger helps automate actions or responses related to product completion, keeping your team updated on which customers have fully utilized or completed certain products or services.

   Product Completed


User Login


The User Login trigger is triggered when a user logs into their membership account. This trigger automates actions or notifications related to user login activity, ensuring your team is aware of member interactions and engagement on your platform. User Login



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