Workflow Action: Membership Revoke Offer
The Membership Revoke Offer Workflow Action allows you to create a workflow that automatically revokes a membership offer from any contact added to the workflow. This article will give an overview of creating a workflow using the Membership Revoke Offer Workflow Action.
Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles for more information on setting these up.
Pro Tip: You can use any Workflow Triggers to trigger the Membership Revoke Offer Workflow Action or leave this workflow without any triggers.
Step 3: Setting up the Membership Revoke Offer Workflow Action
- Click on the “+” symbol below the trigger to add an action.
- Under Actions, select Membership Revoke Offer in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action Setup menu will appear.
- (Optional) You can change this action's workflow builder display name using the textbox below the Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
- Under Offer, select which Membership Offer you want to be revoked from contacts added to this workflow.
- Press Save in the bottom right corner of the Action setup menu.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
- Be sure to test your workflow and set it up correctly using the Test Workflow button next to the Publish toggle switch.
- For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows.”
Your workflow is ready to go with the Membership Revoke Offer Workflow Action!