Workflow Trigger - Offer Access Removed

TABLE OF CONTENTS

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

Overview

The Offer Access Removed trigger is designed to activate a workflow when access to a specific offer is revoked from a contact. This feature is useful for managing follow-up actions, informing relevant parties, or taking necessary steps to ensure a smooth transition for the contact after their access is removed.

Trigger Name

Offer Access Removed

Trigger Description

The Offer Access Removed trigger initiates a workflow when a contact's access to a particular offer is revoked. This can be used to automate tasks such as sending a notification to the contact, updating internal systems, or notifying relevant team members.

How to Configure

To configure the Offer Access Removed 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's access to the "15% Early Bird Discount" offer is removed:

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

Example Workflow

When access is removed from the selected offer, the following actions could be triggered:

• Send Access Revoked Email: Automatically send an email to the contact informing them that their access to the offer has been revoked and providing any necessary next steps.
• Update CRM Record: Update the contact’s record in the CRM to reflect the removal of access to the offer, ensuring accurate tracking and reporting.
• Notify Support Team: Send an internal notification to the support team informing them of the removal, allowing them to follow up with the contact if necessary.

This configuration ensures that whenever a contact's access to a specified offer is revoked, appropriate actions are automatically initiated, maintaining communication and operational efficiency.