Workflow Trigger: Category Completed

Discover the Category Completed trigger in Stack, a versatile tool for automating workflows based on the completion of products or courses. This guide will walk you through what this trigger is, its benefits, how to set it up, and practical examples of its application across different industries. We'll also address common questions to help you make the most of this feature.

What is the Category Completed Trigger?

The Category Completed trigger initiates a workflow when a contact finishes a specified category of products or courses. This is especially useful for tracking user progress and automating follow-up actions like sending completion emails, issuing certificates, or suggesting what to do next. With optional filters, you can ensure workflows are activated only when relevant categories are completed.

Key Benefits

• Automated Follow-Ups: Streamline tasks such as sending emails, generating certificates, or starting new workflows after a category is completed.
• Personalized Engagement: Tailor recommendations or acknowledgments based on a contact's completion activity.
• Improved Efficiency: Save time and resources by eliminating the need for manual monitoring of category completions.
• Increased Retention: Encourage continued engagement by providing relevant next steps after a course or product category is completed.
• Customizable Filters: Target specific categories for workflow activation, ensuring precision and relevance.

Configuring the Trigger: A Step-by-Step Guide

1. Navigate to Workflow Triggers

   • Access the automation or workflow settings in Stack.

2. Choose the Trigger

   • Select Category Completed from the list of available triggers.

3. Name Your Trigger

   • Enter a descriptive name, such as “Course Completion Trigger” or “Product Category Completed.”

4. Set Up Filters

   • Specify conditions to narrow down the trigger, such as selecting particular product or course categories.

5. Save the Trigger

   • Confirm the configuration and test the workflow to ensure it behaves as expected.

6. Publish the Workflow

   • Activate the workflow to begin automation when the trigger conditions are met.

Use Cases

Education Platforms

Scenario:
An online learning platform wants to automate follow-ups for students who complete the first three lessons of their courses.

• Trigger Setup:

  • Trigger: Category Completed
  • Name: Completed 3 Lessons
  • Filters: Product: Is any of “Sprint Course,” “Marathon Course.”

• Workflow Actions:

  • Send a congratulatory email to the student.
  • Notify the course instructor for potential follow-ups.

Outcome:
Timely and personalized follow-ups enhance the student’s learning experience.

E-Commerce

Scenario:
An e-commerce store wants to recommend related products when customers complete a purchase in a specific product category.

• Trigger Setup:

  • Trigger: Category Completed
  • Name: Cross-Sell Trigger
  • Filters: Product Category: “Electronics.”

• Workflow Actions:

  • Send an email suggesting accessories or upgrades for their purchase.

Outcome:
Boosts sales by encouraging customers to explore complementary products.

Frequently Asked Questions

Can the trigger handle overlapping categories for contacts?
Yes, if a contact completes multiple categories simultaneously, the trigger can activate workflows for each category separately, provided the filters are set up correctly.

Is it possible to combine this trigger with other triggers in a single workflow?
Yes, the Category Completed trigger can be combined with other triggers, such as “Task Completed” or “Purchase Made,” to create complex workflows.

What happens if a contact completes a category multiple times?
The trigger activates each time the completion criteria are met, ensuring no completion is overlooked.

Can I target specific products within a category?
Yes, by using filters, you can narrow the trigger to focus on specific products or subcategories, ensuring precision.