Offer Access Granted will activate when a contact is granted any offer. By using this trigger, you now have access to new custom values. You would not use this trigger to provide passwords for a membership offer.
Important Points:
- Offers are created in Memberships > Offers and attach a product (course) to it. Used to granting or offer the course.
- For offer access granted , you would only be able to provide the Email, Login URL, and Offer Title custom values.
- If you use the Offer Access Granted Trigger, keep in mind credentials will not be sent for a workflow credential email (This will send credentials the first time an offer is granted when using the default email template in Membership > Courses > Settings> Email Settings). Credentials will only populate the first time an offer is granted when using the New Signup trigger with workflows.
- You would also add the New Signup Trigger to the workflow if login credentials are needed. Credentials will only populate the first time an offer is granted when using the New Signup trigger with workflows.
- Offer Access Granted implies an action done by YOU or a workflow giving them permission to access the offer after the first time. New Signup signifies an action taken by the contact (they filled out a form, made a purchase, etc.) or can be viewed as the first offer granted. Please view our articles on memberships for more information.
How to Use:
- Navigate to Automation > Workflows. Click on + Create Workflow
- Add the trigger with a filter for the offer and save.
- You can then set up a Send Email or Send SMS action (or both) to let the contact know that they have gotten access to the offer.
- Click on the icon for custom values and then navigate to Course > Offer Access Granted to choose the three custom values:
- Login URL (Magic Link)
- Offer Title
FAQ
1. What custom values are available with the Offer Access Granted trigger?
- The Offer Access Granted trigger provides the following custom values: Email, Login URL (Magic Link), and Offer Title.
2. Will the Offer Access Granted trigger send login credentials to the contact?
- No, the Offer Access Granted trigger does not send login credentials. Credentials are only sent the first time an offer is granted when using the New Signup trigger.
3. When should I use the New Signup trigger instead of the Offer Access Granted trigger?
- Use the New Signup trigger when you need to send login credentials. It ensures credentials are sent the first time an offer is granted and when actions like form submissions or purchases are involved.
How do I set up additional actions with the Offer Access Granted trigger?
- After adding the Offer Access Granted trigger to your workflow, you can set up additional actions such as Send Email or Send SMS to notify the contact about their offer access. Use custom values to include specific details in your communications.