Workflow Trigger - Offer Access Granted

TABLE OF CONTENTS

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

Overview

The Offer Access Granted trigger is designed to initiate a workflow when access to a specific offer is granted to a contact. This is particularly useful for managing follow-up actions, personalized communications, or administrative tasks associated with granting access to offers.

Trigger Name

Offer Access Granted

Trigger Description

The Offer Access Granted trigger activates a workflow when a contact is granted access to a particular offer. This can be used to automate processes such as sending confirmation emails, welcoming new members, or updating internal systems.

How to Configure

To configure the Offer Access Granted trigger, set the workflow trigger name and choose from available filters to specify the conditions under which this workflow is activated.

Example

In this example, the workflow is set up to trigger when a contact is granted access to the "15% Early Bird Discount" offer:

1. Workflow Trigger Name: Offer Access Granted
2. Filters:
   • Offer: 15% Early Bird Discount

Example Workflow

When access is granted to the selected offer, the following actions could be triggered:

• Send Welcome Email: Automatically send an email to the contact, welcoming them and providing details about their new access.
• Update CRM Record: Update the contact’s record in the CRM to reflect their access to the offer, ensuring accurate tracking and reporting.
• Notify Sales Team: Send an internal notification to the sales team informing them of the new access granted to the contact, allowing them to follow up if necessary.

This configuration ensures that whenever a contact gains access to a specified offer, appropriate actions are automatically initiated, enhancing customer experience and streamlining internal processes.