Workflow Trigger - Category Completed

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

Overview

The "Category Completed" trigger initiates a workflow when a contact completes a specified category of products or courses. This is particularly useful for tracking progress and automating follow-up actions based on course completion or product usage.

Trigger Name

Category Completed

Trigger Description

The "Category Completed" trigger activates a workflow when a contact completes a specified category of products or courses. Filters can be applied to target specific products or courses, ensuring that follow-up actions are initiated only when relevant categories are completed.

How to Configure

Step-by-Step Guide

1. Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
2. Choose a Workflow Trigger: Select "Category Completed" from the list of available triggers.
3. Name Your Trigger: Enter a descriptive name for the trigger, such as "Category Completed."
4. Set Up Filters (Optional): Add filters to specify conditions for the trigger, such as the product or course categories that need to be completed.

Configuration Table

Example

Course Completion Follow-Up

Scenario: An online education platform wants to send follow-up emails and additional course recommendations to students who complete specific courses.

Trigger Setup:

• Trigger: Category Completed
• Name: Course Completion Follow-Up
• Filters:
  • Product: Is any of "Sprint Course," "PM Interview Training," "Marathon Course"

Workflow Actions:

1. Completion Email: Send a congratulatory email to the student upon course completion.
2. Issue Certificate: Automatically generate and send a course completion certificate.
3. Internal Notification: Notify the course instructor or support team about the student's completion for potential follow-up.

Outcome: This automation ensures that students receive timely and relevant follow-up communications upon completing a course, enhancing their learning experience and encouraging continued engagement with the platform.