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Using Workflows for Community Groups in FEA Create
Using Workflows for Community Groups in FEA Create

Using FEA Create Communities in Automation Workflows

Updated over 3 weeks ago

Leveraging communities in your automation can be beneficial for tasks like assigning tags, initiating email sequences, or granting access to exclusive groups based on user actions. Let's explore how to set this up:

Step 1: Make Sure Your Community Is Set Up

  • Go to Create Your Offer > Communities > Groups and create your group if you haven't already.

  • Once your community is set up, navigate to Automation to begin configuring your workflow.

Step 2: Creating Your Workflow

  • Click on the blue "Create Workflow" button.

  • Choose the "Start from Scratch" template.

Option 1: Trigger Based on Community Joining

  • Click "Add New Trigger" and search for "Group Access Granted."

  • Select this trigger and apply the following filters:

    • Group > Is > Select the specific group you created.

  • Click Save Trigger to confirm.

  • You can now add actions like:

    • Assigning a tag (e.g., "Joined Group").

    • Sending an email sequence to engage new members.

Option 2: Trigger Based on Purchase or Membership Sign-Up

  • Click "Add New Trigger" and select "Order Submitted."

  • Apply filters:

    • Product > Is > Select the membership or product linked to your community access.

  • Click Save Trigger to confirm.

  • Add an action:

    • Select "Grant Group Access."

    • Choose the specific group members should be added to.

    • Click Save Action.

Step 3: Automating Communication and Engagement

  • Once your triggers and actions are set up, you can add more steps like:

    • Sending emails to welcome new members.

    • Assigning tags for better segmentation.

    • Sending internal notifications to keep track of new group members.

By using workflows in FEA Create, you can automate community engagement, streamline member onboarding, and enhance interaction within your groups.

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