How to Use the Course Revoke Offer Workflow Action

Overview

The Course Revoke Offer action allows you to automatically remove a contact's access to a specific course based on triggers or conditions in your workflow. This is helpful for managing course subscriptions, handling expired access, or removing educational content privileges when certain criteria are met.

Action Details

Setting Up the Action

To configure the Course Revoke Offer action in your workflow:

1. Add the action to your workflow: From the list of available workflow actions, select "Course Revoke Offer."
2. Name the action: Provide a clear, descriptive name for this action to help identify it later.
3. Select the course offer: Choose the specific course from which you want to revoke access.
4. Configure triggers and conditions: Set up the workflow triggers that will activate this action, such as a failed payment, subscription cancellation, or specific date.
5. Set additional options (optional): You can optionally configure the system to send a notification email to the contact when access is revoked or apply specific tags for tracking purposes.

Example Scenario

Suppose you want to automatically revoke access to an "Advanced Marketing Strategies" course when a contact's subscription expires.

Workflow Setup:

• Trigger: Contact tag changed to "expired"
• Action: Course Revoke Offer
• Action Name: "Revoke Access to Advanced Marketing Strategies"
• Course Selected: "Advanced Marketing Strategies"
• Additional Option: Send notification email with subject "Access to Advanced Marketing Strategies Removed"

Outcome: When a contact's tag is updated to "expired," their access to the "Advanced Marketing Strategies" course is automatically revoked, and they receive a notification email confirming the change.