How to Automate Community Management with Workflow Trigger and Actions
Summary:
This article will walk you through setting up automatic systems that help you add new members as soon as they pay, send them welcome emails, and keep track of their membership status based on whether their payments go through or not.
Managing your community and ensuring a seamless user experience often hinges on automation. Payment Received Workflows allow you to streamline the onboarding process for new members, manage subscription issues, and engage your community effectively. In this guide, we’ll walk you through setting up workflows for payment receipt, membership access, and follow-up engagement using real-world examples.
Creating a New Workflow
To get started, navigate to the Workflows section in your CRM. You can either create a new workflow from scratch or select an existing template that fits your requirements.
Trigger Creation
Create a trigger for when a payment is received to automatically add new members to your community. Click the Add New Trigger button. Navigate to the "Payments" section and select Payment Received as your trigger.
Add filters to specify which product this trigger applies to. For example, select "Global Product" and then specify your product, like “Demo Course Product Offer.”
Filter for Successful Payments
Triggers determine when a workflow activates. Use the “Payment Received” trigger to automate membership access. Add a second filter for Payment Status and set it to Success. This ensures the workflow only activates for completed payments.
For instance: With Demo Course Product offers, add a second filter for "Payment Status" and set it to "Success". This ensures the workflow only activates for completed payments.
Add Follow-Up Actions
Grant Group Access
Click on the “+” button, search and add the "Grant Group Access" action. This action allows you to automatically grant a user access to the group as soon as payment is received.
Select your group from the list to grant access to new paying members.
Welcome Email
Optionally, add an action to send a welcome email providing new members with essential information about the group.
- You can set up this email through workflow automation or via the client portal email settings.
- If you choose to send the welcome email in the workflow, ensure you customize the email with custom values, such as login credentials or group access details.
Managing Membership Revocation
Next, we'll cover how to handle scenarios where a member cancels their subscription or their payment fails.
Modify Trigger for Failed Payments
Adjust the "Payment Status" filter in your trigger to "Failed" to target unsuccessful transactions.
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Revoke Group Access Action
To remove members whose payments did not go through, replace the "Grant Group Access" action with "Revoke Group Access."
Utilizing the Access Grant Trigger
Finally, let's explore how to engage new members further by using the access grant as a trigger for additional actions.
Group Access Granted Trigger
Utilize the "Group Access Granted" trigger and add a filter to specify your group.
Add a Tag Action
Add an action to tag new members, for example, with "New Lead." This helps in organizing and identifying members within the CRM. Add a new tag by typing the name of the tag or choosing an existing tag from the list dropdown.
Engagement Actions
Consider adding actions to send text messages or emails to new members, encouraging them to engage with the community or explore additional products.
Setting up Payment Received Workflows is a vital step in managing memberships and keeping your community thriving. By automating access, follow-ups, and revocation processes, you can enhance member satisfaction and maintain a professional image.
Troubleshooting and FAQs
Q: What if a member's payment status changes to successful after being revoked?
- A: You can create an additional workflow that re-grants access upon payment status changing back to successful.
Q: Can I customize the welcome email?
- A: Yes, the CRM allows for full customization of emails, enabling you to tailor the message to fit your community's tone and brand.