Automate Actions After a Product is Completed
The Product Completed workflow trigger is a powerful automation tool that activates when a customer successfully finishes a product in your CRM. This could be an online course, a service package, or a subscription term. Once triggered, it can automatically execute a series of actions, such as sending follow-up communications, updating contact records, or notifying your team, helping you maintain momentum and enhance the customer experience.
Key Benefits of the Product Completed Trigger
- Sustain Engagement: Automatically acknowledge a customer's achievement and guide them to their next step, keeping them connected to your business.
- Automate Repetitive Tasks: Save time by having the CRM handle standard follow-up processes like sending surveys or updating internal records.
- Increase Satisfaction: Provide timely recognition and support, which helps build customer loyalty.
- Gather Valuable Insights: Use automated surveys to collect feedback immediately after product completion for data-driven improvements.
- Create Upsell Opportunities: Seamlessly offer related products or services to customers who have just completed a purchase.
How to Set Up the Product Completed Trigger
Follow these steps to configure the trigger within a workflow.
Access Workflow Settings
Go to the Automation section of your CRM. Create a new workflow or open an existing one where you want to add the trigger.
Add a New Trigger
Click the button to add a new trigger. From the list of available triggers, select Product Completed.
Name Your Trigger
Give the trigger a clear, descriptive name that will help you identify its purpose later, for example, "Course Completion Follow-up."
Configure Filters
Use filters to specify which product completions will start the workflow.
- Product: Choose the specific product or products that will activate the trigger.
- Operator: Use options like "Is any of" to include multiple products or "Is none of" to exclude certain ones.
Save and Activate
Click the save button to confirm your settings. Test the workflow to ensure it functions as expected, then use the publish toggle to activate it.
Practical Use Cases
Post-Course Follow-Up
Scenario: An educational platform wants to engage users immediately after they finish a course.
Setup: Create a workflow with a Product Completed trigger filtered for a specific course.
Outcome: The workflow automatically sends a congratulatory email containing a feedback survey and a discount for an advanced course.
Subscription Renewal Reminder
Scenario: A SaaS company needs to remind customers their subscription term is ending.
Setup: Set up the trigger for a specific subscription product.
Outcome: The workflow sends an email with renewal options and a special offer to encourage the customer to continue their service.
Internal Team Notification
Scenario: A sales team needs to know when a client completes a service to discuss next steps.
Setup: Configure the trigger for a specific service package.
Outcome: The workflow updates the contact's profile in the CRM and sends an internal notification to the assigned sales representative.
Frequently Asked Questions
Can one workflow trigger on multiple products?
Yes. You can configure the trigger's filters to activate when any product from a selected list is completed.
What if a customer completes more than one product?
The trigger will activate separately for each product completion. You can use conditions or cooldown settings within the workflow to manage how often actions are performed for the same contact.
How can I personalize follow-ups for different products?
You can create separate workflows for different products, or use conditions within a single workflow to tailor the actions based on which product was completed.
Can this trigger be used with other actions?
Yes. The Product Completed trigger is designed to be the starting point for a chain of actions, such as sending an email, adding a tag, or creating a task.
What if a contact's record is missing information needed for the workflow?
You can add conditions to your workflow to check for required data. If information is missing, you can set up an action to alert your team to update the record manually.