Workflow Guide: Granting an Offer

Please Note: We will be “Granting an offer to a membership” as if the client 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 that 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