Automation

Category Started Trigger

Category Started Trigger Category Started Trigger Summary: The Category Started workflow trigger is activated when a contact begins a new category in a membership product. The Category Started workflow trigger is activat

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Category Started Trigger

Summary:

The Category Started workflow trigger is activated when a contact begins a new category in a membership product.

The Category Started workflow trigger is activated when a contact begins a new category in a membership product. To use this trigger, click the Add New Workflow Trigger option within the workflow builder, then choose Category Started from the available options. 

Category Started Trigger – figure 1

Workflow Trigger Name 

Update the name that will be displayed in the builder.

Category Started Trigger – figure 2

Filters

Define the contacts that should be added to the workflow by including filters based on the desired criteria.

Category Started Trigger – figure 3

Product

Select ‘Product’ from the Filters dropdown. Next, you will need to choose your operator. Finally, select the product(s) you want to trigger your workflow.

Category Started Trigger – figure 4

Category

To filter a single product by the available categories, add another filter, then choose 'Category' from the list. Again you can select 'Is any of' or 'Is none of' and select the product category for your filter.

Category Started Trigger – figure 5

Once you are satisfied with your selections, save the trigger to your workflow!

By utilizing this trigger, you can effectively monitor the start of your product categories and implement appropriate actions such as sending congratulatory emails, leading to enhanced user engagement.

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