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Workflow Trigger: Offer Access Removed

Discover how the "Offer Access Removed" workflow trigger in Stack can automate processes when access to a specific offer is revoked. This guide will walk you through its functionality, benefits, configuration steps, and practical applications. We'll also address common questions to help you make the most of this feature in your workflows.

Table of Contents​

What is the Offer Access Removed Workflow Trigger?​

The Offer Access Removed trigger is activated when a contact's access to a specific offer is revoked. It allows businesses to automate follow-up actions such as notifying the contact, updating CRM records, or informing relevant teams. Integrating this trigger into your workflows can streamline processes, maintain operational efficiency, and improve communication.

Key Benefits​

  • Automated Notifications: Keep contacts and internal teams informed in real-time when access is revoked.
  • Enhanced Workflow Efficiency: Automate tasks like updating CRM records or sending emails, saving time and reducing errors.
  • Improved Customer Experience: Ensure clear communication and next steps for contacts after access is revoked.
  • Streamlined Operations: Efficiently manage access control, ensuring only eligible contacts retain access to specific offers.
  • Customizable Filters: Use filters to target specific offers and ensure accurate automation.

Configuring the Trigger: A Step-by-Step Process​

Name Your Trigger​

Provide a descriptive name for your trigger, such as “15% Discount Access Revoked,” to easily identify its purpose.

Configure Filters​

Refine the activation criteria by setting specific filters:

  • Offer: Select the specific offer (e.g., “Early Bird Discount”) that will trigger the workflow upon access removal.

Ensure your trigger is saved by clicking the appropriate button. Test the workflow with sample data to confirm its functionality, and once validated, enable the Publish toggle to activate the workflow.

Use Cases​

Access Revocation Email for Discounts​

Scenario: A customer’s access to a promotional discount is revoked, and they need to be notified.

  • Trigger Setup:
    • Trigger: Offer Access Removed
    • Filter: Offer: “15% Early Bird Discount”
  • Outcome: The workflow sends an email informing the customer of the revoked access and providing alternative offers or next steps.

Internal Notifications for Memberships​

Scenario: A contact’s access to a premium membership is removed, and the customer support team needs to follow up.

  • Trigger Setup:
    • Trigger: Offer Access Removed
    • Filter: Offer: “Premium Membership”
  • Outcome: The workflow notifies the support team, enabling them to reach out to the contact with potential renewal options.

CRM Updates for Access Tracking​

Scenario: Access to a limited-time offer is revoked, and the contact’s CRM profile needs to be updated for accurate tracking.

  • Trigger Setup:
    • Trigger: Offer Access Removed
    • Filter: Offer: “Exclusive Summer Deal”
  • Outcome: The workflow updates the CRM record to reflect the removal, tagging the contact appropriately for reporting.

Frequently Asked Questions​

  • Can this trigger handle multiple offers in the same workflow?
    Yes, you can configure the workflow to activate for multiple offers by adding more filters or setting broader criteria.

  • What happens if access to the same offer is revoked multiple times for a contact?
    The trigger will activate each time access is removed, so it’s important to design workflows with conditions to avoid redundant actions.

  • How can I ensure the workflow targets the correct offer?
    Use the “Offer” filter to specify the exact offer. Test the workflow with sample data to verify it triggers as expected.

  • Can this trigger be combined with other triggers in a workflow?
    Yes, the Offer Access Removed trigger can be combined with others, such as “Tag Added” or “Opportunity Status Changed,” to create advanced workflows.