Workflow Guide: Granting an Offer

Once a lead has purchased in an order form, you can automate adding an offer to their record so they can access a specific offer. In this article, you will learn how you set this up inside a workflow. 

Note: We will be “Granting an offer to a membership” as if the client has already made a purchase. 

Step 1: Add the Trigger Order Form Submission

• You will need to have a trigger Order Form Submission and filter by the product name, the page, the funnel/website, and the submission type. If you don’t filter this trigger, every time a purchase is made, this workflow will execute for the lead. 

Step 2: Add the Membership Grant Offer action

• Add the Membership Grant Offer action. This action will trigger the workflow guide “Sending Membership Credentials”.

• Make sure to filter by the name of the offer. Otherwise, this action will give access to all the offers. 

• Save the action

Step 3: Add the additional actions you need

• Click on the + sign to add actions

• Select an action from the options on the right side

• For example, you can add an action email step to make 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”

Step 4: Complete Setup

• Once your workflow is completed publish and save the workflow (top right of the screen)