The Category Started workflow trigger is activated when a contact begins a new category in a membership product. To use this trigger, click the Add New Workflow Trigger option within the workflow builder, then choose Category Started 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. Next, you will need to choose your operator. Finally, select the product(s) you want to trigger your workflow.

Category #

To filter a single product by the available categories, 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.

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

By utilizing this trigger, you can effectively monitor the start of your product categories and implement appropriate actions, such as sending congratulatory emails, leading to enhanced user engagement.

Frequently Asked Questions #

When does the Category Started Trigger fire? #

It fires when a contact begins a new category within a membership product.

Can I limit the trigger to a specific product? #

Yes. Use the Product filter with an operator to choose which product(s) 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 pick the category.

Can I rename the trigger in the builder? #

Yes. Use the Workflow Trigger Name field to update the name displayed in the builder.

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 an encouraging or instructional message when a learner starts a new section of a course.