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Workflow Trigger: Product Completed

Discover the power of the "Product Completed" workflow trigger in Stack, designed to automate actions once a customer completes a product. This guide will walk you through the trigger's functionality, benefits, configuration steps, practical use cases, and common questions to help you maximize its potential.

Table of Contents​

What is the Product Completed Workflow Trigger?​

The Product Completed workflow trigger activates when a customer successfully completes a product, such as an online course, subscription, or service. It automates actions like sending follow-up communications, gathering feedback, and offering new opportunities, ensuring continued engagement and enhancing the customer experience.

Key Benefits​

  • Improved Customer Engagement: Automatically send congratulatory messages, feedback surveys, or recommendations for next steps to keep customers engaged.
  • Streamlined Follow-Up Processes: Automates repetitive tasks such as updating CRM records or triggering targeted campaigns, saving time and effort.
  • Enhanced Customer Satisfaction: Ensures timely communication and acknowledges customer achievements, fostering loyalty.
  • Data-Driven Insights: Leverages customer feedback and completion data for better product improvements and marketing strategies.
  • Upselling Opportunities: Provides personalized offers or recommendations to encourage customers to purchase additional products or services.

Configuring the Product Completed Workflow Trigger​

Follow these steps to set up the trigger:

  1. Access Workflow Settings

    • Navigate to the Automation section.
    • Create a new workflow from scratch or select an existing workflow where you want to implement the Product Completed trigger.

  2. Add a New Trigger

    • Click Add New Trigger and select Product Completed from the dropdown menu.

  3. Name Your Trigger

    • Provide a descriptive name, such as “Advanced Course Completion Follow-Up.”

  4. Set Filters

    • Customize your trigger by configuring filters:
      • Product: Specify the product(s) that will activate the workflow upon completion.
      • Operator: Use operators like “Is any of” to include specific products or “Is none of” to exclude certain products.

  5. Save the Trigger

    • Click the save button to confirm your setup.

  6. Test and Publish

    • Validate the workflow using sample data to ensure accuracy. Once verified, enable the Publish toggle to activate the workflow.

Use Cases​

Explore scenarios where the Product Completed trigger can be effectively utilized:

Post-Course Survey and Upsell​

  • Scenario: A learning platform wants to gather feedback from users who complete a course and encourage them to enroll in related courses.
  • Trigger Setup:
    • Trigger: Product Completed.
    • Filter: Product is “Advanced Marketing Strategies.”
  • Outcome: The workflow sends a congratulatory email with a feedback survey and offers a discount code for a related course, such as “Social Media Marketing Mastery.”

Subscription Renewal Reminder​

  • Scenario: A subscription service wants to notify customers about renewal options after they complete their subscription term.
  • Trigger Setup:
    • Trigger: Product Completed.
    • Filter: Product is “6-Month Premium Membership.”
  • Outcome: The workflow sends a reminder email with renewal options and incentives like loyalty discounts or exclusive offers.

CRM Updates and Team Notifications​

  • Scenario: A sales team needs to be notified when a customer completes a product to discuss follow-up opportunities.
  • Trigger Setup:
    • Trigger: Product Completed.
    • Filter: Product is “Enterprise Training Module.”
  • Outcome: The workflow updates the customer’s CRM profile to reflect the completion and sends a notification to the sales team.

Event Participation Acknowledgment​

  • Scenario: An event organizer wants to send certificates to attendees who complete a virtual event.
  • Trigger Setup:
    • Trigger: Product Completed.
    • Filter: Product is “Virtual Summit Access.”
  • Outcome: The workflow sends a thank-you email along with a digital certificate of participation.

Customer Retention Campaign​

  • Scenario: A fitness app wants to retain users who complete a program by recommending new challenges.
  • Trigger Setup:
    • Trigger: Product Completed.
    • Filter: Product is “30-Day Fitness Challenge.”
  • Outcome: The workflow sends a message congratulating the user and suggests advanced challenges with exclusive discounts.

Frequently Asked Questions​

Q: Can this trigger handle multiple products in one workflow?
Yes, you can configure the workflow to activate for multiple products by adding more filters or using broader criteria like “Is any of.”

Q: What happens if the same customer completes multiple products?
The trigger will activate each time a product is completed. Use conditions or cooldown periods to avoid redundant actions.

Q: How can I ensure personalized follow-ups for different products?
You can set up separate workflows for each product or use filters and conditions to tailor actions based on the completed product.

Q: Can this trigger integrate with other workflow actions?
Absolutely. The Product Completed trigger can be combined with actions like “Send Email” or “Add Tag” to create comprehensive workflows.

Q: How do I handle incomplete customer information in workflows?
Add validation conditions within the workflow to check for missing data and trigger alerts for manual updates if necessary.