The Category Completed workflow trigger is activated when a category within a membership product has been completed by a contact enrolled in the product. To use this trigger, click the Add New Workflow Trigger option within the workflow builder, then choose Category Completed from the available options.

Workflow Trigger Name #

Update the name that will be displayed in the builder.

Filters #

Define the contacts that should be added to the workflow by including filters based on the desired criteria.

Product #

Select ‘Product’ from the Filters dropdown to specify which product should trigger the workflow. Next, you will need to choose your operator. Finally, select the product(s) from the dropdown.

Category #

If one product is chosen from the dropdown, you may also filter the trigger by the available categories. To do so, add another filter, then choose ‘Category’ from the list. Again, you can select ‘Is any of’ or ‘Is none of’ and select the product category for your filter.

Note: To filter by category across multiple products, you must add additional triggers to the workflow, as the Category filter only becomes available when a single product is selected from the list.

Once you are satisfied with your selections, save the trigger to your workflow!

By utilizing this trigger, you can effectively monitor the progress of product categories and implement appropriate actions, leading to enhanced project management.

Frequently Asked Questions #

When does the Category Completed Trigger fire? #

It fires when a contact enrolled in a membership product completes a category within that product.

Can I limit the trigger to a specific product? #

Yes. Use the Product filter with an operator to specify which product(s) should trigger the workflow.

How do I filter by a specific category? #

When a single product is selected, add a Category filter and choose ‘Is any of’ or ‘Is none of’, then select the category.

Why is the Category filter unavailable? #

The Category filter only appears when a single product is selected; to filter categories across multiple products, add additional triggers.

Do I need to save the trigger after configuring it? #

Yes. Once you are satisfied with your selections, save the trigger to your workflow.

What is a common use case for this trigger? #

A common use is sending a congratulations message or unlocking the next category when a learner completes a course section.