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Workflow Trigger - Courses New Sign Up

TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The New Signup trigger is designed to automatically…

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  1. Overview
  2. Trigger Name
  3. Trigger Description
  4. How to Configure
  5. Example

TABLE OF CONTENTS

Overview

The New Signup trigger is designed to automatically initiate workflows when a new customer purchases or signs up for membership offers, services, or products such as Community Groups for the first time. This trigger is particularly useful for welcoming new members, delivering onboarding information, or providing incentives for signing up.
NOTE: If the contact being run through the workflow with the New Signup trigger has already been granted access to a Membership Offer or Community Group through other means, this trigger will not work.

Trigger Name

New Signup

Trigger Description

The New Signup trigger activates a workflow when a new customer signs up for an offer, membership, or any service you are providing. You can use this trigger to automate welcome emails, provide access to resources, or apply specific tags to the new customer’s profile.

How to Configure

How to Configure (image 1 of 2) What this shows The New Signup trigger activates a workflow when a new customer signs up for an offer, membership, or any service you are providing. What this shows Illustrates the "How to Configure" section of "Workflow Trigger - Courses New Sign Up". This screenshot appears in the "How to Configure" section of "Workflow Trigger - Courses New Sign Up". The text alongside this image reads: The New Signup trigger activates a workflow when a new customer signs up for an offer, membership, or any service you are providing. You can use this trigger to automate welcome emails, provide access to resources, or apply specific tags to the new customer’s profile. Immediately after, the guide continues: To configure the New Signup trigger, you need to define the workflow trigger name and set filters based on the offer or criteria you wish to monitor. Image 1 of 2 What to fill inThe New Signup trigger activates a workflow when a new customer signs up for an offer, membership, or any service you are providing. You can use this trigger to automate welcome emails, provide access to resources, or apply specific tags to the new customer’s profile.
Buttons and menus referenced New Signup
Next stepTo configure the New Signup trigger, you need to define the workflow trigger name and set filters based on the offer or criteria you wish to monitor.

To configure the New Signup trigger, you need to define the workflow trigger name and set filters based on the offer or criteria you wish to monitor.

FieldDescriptionMandatory
Workflow Trigger NameName given to the trigger for easy identification.Yes
OfferSpecify the offer that the new signup relates to (e.g., a discount or specific membership).No

Example

Example (image 2 of 2) What this shows Field Description Mandatory Workflow Trigger Name Name given to the trigger for easy identification. What this shows Illustrates the "Example" section of "Workflow Trigger - Courses New Sign Up". This screenshot appears in the "Example" section of "Workflow Trigger - Courses New Sign Up". The text alongside this image reads: Field Description Mandatory Workflow Trigger Name Name given to the trigger for easy identification. Yes Offer Specify the offer that the new signup relates to (e.g., a discount or specific membership). No. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: In this example, the workflow is set up to trigger when a customer signs up for a membership and selects the "15% Early Bird Discount" offer. Image 2 of 2 What this coversField Description Mandatory Workflow Trigger Name Name given to the trigger for easy identification. Yes Offer Specify the offer that the new signup relates to (e.g., a discount or specific membership). No
Fields in this part of the guide Workflow Trigger Name: Course New Sign UpOffer: 15% Early Bird Discount
Next stepIn this example, the workflow is set up to trigger when a customer signs up for a membership and selects the "15% Early Bird Discount" offer:
All 2 steps in this procedure
  1. Workflow Trigger Name: Course New Sign Up
  2. Offer: 15% Early Bird Discount

In this example, the workflow is set up to trigger when a customer signs up for a membership and selects the "15% Early Bird Discount" offer:

  1. Workflow Trigger Name: Course New Sign Up
  2. Offer: 15% Early Bird Discount

Example Workflow

When a customer signs up for a membership using the "15% Early Bird Discount" offer, the following actions could be triggered:

  • Send a Welcome Email: Automatically send a personalized welcome email to the new member, outlining the next steps and providing relevant information.
  • Tag Customer: Apply a tag such as "Early Bird" to the customer's profile for easy segmentation in future campaigns.

This configuration ensures that the workflow is triggered only when a customer signs up using the specific "15% Early Bird Discount" offer, allowing for targeted and relevant automated actions.

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