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Workflow Trigger: Product Access Granted

Discover how to leverage the "Product Access Granted" workflow trigger in Stack to automate actions whenever a customer gains access to a specific product. This guide will walk you through what this trigger does, its benefits, configuration steps, real-world applications, and answers to common questions.

Table of Contents​

What is the Product Access Granted Workflow Trigger?​

The Product Access Granted trigger is activated when a customer is given access to a specific product, such as an online course, digital content, or subscription service. This trigger helps automate actions like sending welcome emails, providing onboarding instructions, or updating CRM records. It streamlines the customer experience and reduces manual workload. You can also use filters to tailor responses for specific products, ensuring personalized communication.

Key Benefits​

  • Automated Onboarding: Simplify onboarding with automated welcome emails, instructional content, and next steps.
  • Improved Customer Experience: Deliver timely, personalized communication to enhance the customer journey.
  • Streamlined Operations: Save time and reduce errors by automating repetitive tasks like CRM updates and email list management.
  • Enhanced Tracking and Reporting: Maintain accurate records of customer access for better tracking and analytics.
  • Customizable Responses: Use filters to target specific products, creating tailored workflows for different customer segments.

Configuring the Trigger​

Follow these steps to set up the Product Access Granted trigger in your workflow:

  1. Access Workflow Settings:
    Go to the "Automation" section. Create a new workflow or select an existing one where you want to add the "Product Access Granted" trigger.

  2. Add a New Trigger:
    Click Add New Trigger and choose Product Access Granted from the dropdown menu.

  3. Name Your Trigger:
    Provide a descriptive name, like “Onboarding for Course A.”

  4. Set Trigger Filters:

    • Adding Product Filters: Choose the specific product (e.g., “Course A”) to trigger the workflow when access is granted.

  5. Save the Configuration:
    Click the Save button to ensure the trigger is properly configured.

  6. Test and Publish:
    Test the workflow using sample data to confirm its functionality. Once validated, enable the Publish toggle to activate the workflow.

Use Cases​

Welcome Email for Online Courses​

  • Scenario: A customer gains access to an online course and needs guidance to get started.
  • Trigger Setup:
    • Trigger: Product Access Granted
    • Filter: Select Product: “Learn Python Basics”
  • Outcome: Sends a personalized welcome email with onboarding instructions, access details, and links to the first module.

Product Access for Exclusive Content​

  • Scenario: A customer gains access to a library of exclusive content, and the marketing team wants to track engagement.
  • Trigger Setup:
    • Trigger: Product Access Granted
    • Filter: Select Product: “VIP Content Library”
  • Outcome: Tags the customer in the CRM, adds them to an email list for content updates, and sends a welcome email with access instructions.

Event Ticket Access Confirmation​

  • Scenario: A customer receives access to a virtual event ticket and needs event details.
  • Trigger Setup:
    • Trigger: Product Access Granted
    • Filter: Select Product: “Virtual Event Pass”
  • Outcome: Sends an email with event details, including login instructions and a schedule of sessions.

Upsell Opportunities for Product Users​

  • Scenario: A customer is granted access to a basic product, with recommendations for premium upgrades.
  • Trigger Setup:
    • Trigger: Product Access Granted
    • Filter: Select Product: “Basic Plan”
  • Outcome: Sends an email highlighting premium upgrade options and exclusive features, encouraging exploration of additional offerings.

Frequently Asked Questions​

Q: Can I use this trigger for multiple products in the same workflow?
Yes, configure the workflow to activate for multiple products by adding additional filters or broader criteria.

Q: What happens if the same product is granted to a customer multiple times?
The trigger activates each time access is granted. To avoid redundant actions, use conditions or cooldown periods in your workflows.

Q: Can I combine this trigger with other triggers in a workflow?
Yes, combine the Product Access Granted trigger with others, like Tag Added or Form Submission, to create advanced workflows.

Q: Is it possible to notify different teams based on the product granted?
Absolutely. Configure conditional actions to send notifications to specific teams or individuals depending on the product.