Workflow Guide: Granting an Offer

Please Note: We will be “Granting an offer to a membership” as if the client has already made a purchase.

• In this example, it's an order form as if they had made a purchase (On a funnel or website, on a particular page, a product, and the submission type.)

• Next, grant the offer – This will trigger the workflow guide “Sending Membership Credentials.”

• Select the “+” button below the Membership Grant Offer trigger- This will pull up multiple choices where you can add specific actions related to the purchase.

• Select the “Send Email button.” 

For example: Making an email that confirms their purchase (you can add a custom message)

• Make sure you click the “Save Action” button.

• You can also “Add Contact Tag” (For example) that they purchased or any custom note you want to be tagged on this customer.

• If you want someone to know internally that the customer made a purchase, you can do so by Selecting “Send Internal Notification.”

• Click the “Custom Values” Tab when using an internal email notification, and under “Contact,” go over to the “Email” option and use this value to identify the contact. 

• Once completed, select the “Save Action” button
• Publish and save the workflow (top right of the screen)

This will now notify an internal user of your choice