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Workflow Action - Course Revoke Offer

Overview​

The Course Revoke Offer action in Stack allows you to automate the process of revoking access to specific courses for your contacts. This feature is particularly useful for managing course subscriptions, expiring access, or removing access to educational content based on specific conditions or triggers within a workflow.

Action Name​

Course Revoke Offer

Action Description​

The Course Revoke Offer action is designed to automatically remove course access for contacts when certain conditions are met. This can include scenarios such as expired subscriptions, failed payments, or course completions.

Action Details​

Step-by-Step Guide​

  1. Choose the Action Type:

    • In your workflow, select Course Revoke Offer from the list of available actions.

  2. Name Your Action:

    • Enter a descriptive name for the action, such as "Revoke Access to Advanced Marketing Strategies".

  3. Select the Offer:

    • Choose the specific offer from which you want to revoke access, such as "Monthly subscription".

  4. Set Triggers and Conditions:

    • Determine the triggers that will activate this action. For example, this could be a failed payment, subscription cancellation, or reaching a certain date.

  5. Additional Options:

    • Optionally, set up additional parameters such as sending a notification email to the contact upon access revocation or tagging the contact for future follow-up actions.

Example​

Scenario​

You want to automatically revoke access to the "Advanced Marketing Strategies" course when a user's contact tag changes to 'expired'.

Workflow Setup​

  • Trigger: Contact tag changed with a filter of tag=expired.
  • Action: Course Revoke Offer
  • Name: "Revoke Access to Advanced Marketing Strategies"
  • Course: "Advanced Marketing Strategies"
  • Revocation Condition: Subscription Expiry
  • Action: Send email
    • Subject: "Remove access to Advanced Marketing Strategies"
    • Template: "Advanced Marketing Strategies"
    • From Email and Name: Defaults to the location's email and name

Outcome​

When a contact tag is updated to "expired", the user's access to the "Advanced Marketing Strategies" course is automatically revoked. This ensures that only active subscribers can access the content.