The New Signup trigger initiates your workflow when a customer or potential lead subscribes to a Course. By implementing this trigger, you can effectively manage new member signups, streamline onboarding processes, and ensure a seamless experience for your organization and the newly enrolled members.

Adding the New Signup Trigger #

To set this up, click “Add New Trigger,” search, and select “New Signup” from the available choices.

Filters #

To add filters to the trigger, click the “Add Filters” button.

Offer #

In the first dropdown, click on Offer. A drop-down menu will appear for you to choose the Offer type.

Once you’ve chosen your filters for your trigger, click on the Save Trigger button in the bottom right corner.

With the New Signup trigger, you can make onboarding effortless by automatically engaging and managing new course signups, ensuring every enrollee enjoys a seamless start to their journey.

Frequently Asked Questions #

When does the New Signup Trigger fire? #

It fires when a customer or lead subscribes to a course, starting the connected workflow.

Can I limit the trigger to a specific offer? #

Yes. Use the Offer filter to fire the workflow only for signups tied to a particular offer type.

How do I add an offer filter? #

Click Add Filters, choose Offer in the first dropdown, then select the offer type from the menu that appears.

Do I need to save the trigger after adding filters? #

Yes. Click the Save Trigger button in the bottom right corner once your filters are configured.

What is a common use case for this trigger? #

A common use is sending a welcome email and onboarding sequence automatically when someone signs up for a course.

How does this trigger improve onboarding? #

It automatically engages and manages new course signups, giving every enrollee a consistent, seamless start.