User Login Trigger

When a user logs into their membership account, this action can automatically initiate a designated workflow on your platform.

To configure this trigger, navigate to the workflow settings, click on "Add New Workflow Trigger," and select "User Login" from the available options. Once set, this workflow will activate each time a user signs in, enabling seamless tracking and management of user activities. This helps in optimizing the user experience and streamlining membership administration.

Applying Filters

You can refine your workflows by adding custom filters using the "Add Filter" option. Although standard fields won't appear here, you can select any custom fields you've created to tailor the workflow trigger to your specific needs.

For instance, if you've created a custom field like "Annual Income" divided into segments, you can use that as a workflow trigger. Experiment with different custom fields to determine what best suits your situation.

If you're unsure about how to create or configure custom fields for a particular need, consider consulting your CRM Administrator for additional guidance.