TABLE OF CONTENTS
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
- Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
- Choose a Workflow Trigger: Select "Category Completed" from the list of available triggers.
- Name Your Trigger: Enter a descriptive name for the trigger, such as "Category Completed."
- 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:
- Completion Email: Send a congratulatory email to the student upon course completion.
- Issue Certificate: Automatically generate and send a course completion certificate.
- 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.