The Course Revoke Offer workflow action allows you to remove a contact’s access from a particular course product. This action is particularly useful in situations where contacts should be removed from a product after gaining or losing access to another related product or offer.
Relevant triggers for this situation include “Offer Access Granted/Removed,” “Product Access Granted/Removed,” and “Tag Added/Removed.” Select the trigger that best aligns with your requirements from the available options in the Triggers list. Note that the action is not limited to the aforementioned triggers.
To initiate the process of removing access, start by clicking on the + symbol to add a new workflow action and selecting Course Revoke Offer from the list.
Action Name #
Rename your workflow action, if required.
Offer #
Next, select the desired offer from the drop-down menu to which you want to revoke contact access within this specific workflow. Review your choice, then click the Save button to add the action to your workflow.
With those simple steps, you can automate the removal of your contacts from an offer once the chosen trigger criteria are met. Happy automating!
Frequently Asked Questions #
What does the Course Revoke Offer action do? #
It removes a contact’s access from a particular course product, useful when a contact should lose access after gaining or losing access to another related product or offer.
Which triggers work well with this action? #
Relevant triggers include “Offer Access Granted/Removed,” “Product Access Granted/Removed,” and “Tag Added/Removed,” though the action is not limited to these.
How do I add the action to a workflow? #
Click the + symbol to add a new workflow action and select Course Revoke Offer from the list.
How do I choose which offer to revoke? #
Select the desired offer from the Offer drop-down menu, then review your choice and click Save.
Can I rename the action? #
Yes. You can rename your workflow action if required.
When does the access removal happen? #
Access is removed automatically once the chosen trigger criteria are met for a contact in the workflow.
