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:
Ensure you've set up your communities in the Memberships section under Communities.
Navigate to Automation to begin configuring the workflow.
Step 2 Creating Your Workflow
Click on the blue "Create Workflow" button and choose the "Start from Scratch" template.
Option 1: Trigger Based on Community Joining:
Add a trigger by clicking "Add New Trigger" and search for "Group Access Granted."
Select this trigger and apply filters: choose "Group," "Is," and then select the specific group you've created. Save the trigger.
Further actions can be added, such as assigning a tag (e.g., "Joined Group") and sending an email sequence, resembling a lead generation funnel.
Option 2: Trigger Based on Purchase or Membership Sign-Up:
Add a new trigger, such as "Membership New Sign-Up."
Apply filters: select "Offer" and choose the relevant membership offer or product purchase. Save the trigger.
Set the action to "Grant Group Access" and select the specific group to which you want to provide access. Save the action.
Using FEA Create's communities in your automation workflows is a powerful way to manage user interactions. Whether triggered by joining a community or based on specific actions like purchases or memberships, these workflows streamline engagement and access to exclusive groups.