Using the Offer Access Granted Workflow Trigger

What is the Offer Access Granted Trigger?

The Offer Access Granted trigger is a feature that automatically starts a workflow whenever a contact is given access to a particular offer within your CRM. This allows you to design automated sequences, such as sending a welcome message or updating a contact's record, the moment they receive access to a product, service, or discount.

Key Benefits

Using this trigger provides several advantages for streamlining your business operations:

• Instant Engagement: Automatically communicate with contacts right after they gain access to an offer, delivering timely and relevant information.
• Internal Alerts: Notify your sales or support team immediately so they can follow up with the contact at the ideal moment.
• Reduced Manual Work: Automate tasks like updating CRM records, which saves time and minimizes the chance for human error.
• Precise Targeting: Use filters to ensure the workflow only runs for specific offers, keeping your automations highly relevant.
• Improved Tracking: Maintain a clear and automatic record of when contacts are granted access to various offers for better reporting.

How to Set Up the Offer Access Granted Trigger

Access Workflow Settings

Begin by going to the workflow section of your CRM. You can either create a new workflow or edit an existing one where you want to add this trigger.

Add a New Trigger

Inside the workflow editor, click the option to add a new trigger. From the list of available triggers, select Offer Access Granted.

Name Your Trigger

Give the trigger a clear and descriptive name that will help you identify it later, for example, "Annual Subscription Access Trigger".

Configure Filters

To make the workflow run only for a specific offer, you need to set a filter. Click to configure the trigger's filters and select the desired offer from the list. This ensures the automation is activated only when a contact is granted access to that particular offer.

Save and Activate

After configuring the trigger and its filters, save your changes. It is good practice to test the workflow with a sample contact to verify it works as expected. Once you are satisfied, publish the workflow to activate it.

Common Use Cases

Sending a Welcome Email

Scenario: A new member is granted access to a "Premium Membership" offer.
Setup: Create a workflow with the Offer Access Granted trigger, filtered for the "Premium Membership" offer. Add an action to send an email containing a welcome message and onboarding instructions.
Result: The new member automatically receives a personalized welcome email immediately after access is granted.

Alerting the Sales Team

Scenario: A contact qualifies for a "Limited-Time Promotion" offer.
Setup: Use the Offer Access Granted trigger filtered for that specific promotion. Add an action to send an internal notification or SMS to the assigned sales representative.
Result: The sales team is instantly alerted to follow up with the contact while the offer is top-of-mind.

Triggering an Upsell Sequence

Scenario: A customer gains access to a "Starter Plan" offer.
Setup: Configure the trigger for the "Starter Plan" and add an action to send an email series highlighting the benefits of upgrading to a more advanced plan.
Result: The customer receives targeted communication encouraging them to explore higher-value options.

Frequently Asked Questions

What if a contact is granted the same offer more than once?

The workflow will trigger each time access is granted. If you want to prevent the automation from running multiple times for the same contact and offer, you can add conditions or set a cooldown period within the workflow settings.

Can I use this trigger with other triggers in one workflow?

Yes, you can combine the Offer Access Granted trigger with other triggers, such as when a tag is applied or a form is submitted, to create more complex and powerful automated sequences.

Can the trigger lead to different actions based on contact details?

Absolutely. You can add conditional logic (if/then branches) to your workflow. This allows you to send different emails or perform different actions based on additional criteria, like the contact's location or their current pipeline stage.