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Workflow Trigger: Product Access Removed

Discover how the "Product Access Removed" workflow trigger in Stack can automate actions when a customer's access to a product is revoked. This guide covers what this trigger does, its benefits, configuration steps, practical use cases, and answers to common questions.

Table of Contents​

What is the Product Access Removed Workflow Trigger?​

The Product Access Removed trigger activates whenever a customer's access to a product is revoked. This allows businesses to automate follow-up actions such as sending notifications, updating CRM records, and notifying internal teams. It's a versatile tool for managing customer relationships and maintaining operational control.

Key Benefits​

  • Automated Customer Notifications: Keep customers informed about access changes in real time, ensuring transparency and professionalism.
  • Streamlined Operations: Automate tasks like updating CRM records to save time and reduce errors.
  • Improved Customer Retention: Offer clear next steps for customers to regain access, such as renewing subscriptions.
  • Enhanced Team Coordination: Notify internal teams for timely follow-ups and retention efforts.
  • Customizable Responses: Use filters to tailor workflows to specific products and business needs.

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

Name Your Trigger​

  1. Navigate to the automation or workflow settings in Stack.
  2. Create a new workflow or select an existing one.
  3. Click "Add New Trigger" and choose "Product Access Removed" from the dropdown.
  4. Provide a descriptive name, such as “Subscription Access Revoked.”

Select Product​

  1. Refine the activation criteria by configuring filters.
  2. Choose the specific product that will trigger the workflow when access is removed.
  3. Click "Save" to ensure the trigger is properly configured.

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​

Customer Notification for Expired Subscriptions​

Scenario: A customer's subscription to an online course expires.

  • Trigger Setup:
    • Trigger: Product Access Removed.
    • Filter: Select Product: “Advanced Marketing Course.”
  • Outcome: An email is sent to the customer notifying them of the expiration and providing steps to renew their subscription.

Internal Team Alerts for Membership Revocations​

Scenario: A customer's access to a premium membership is revoked.

  • Trigger Setup:
    • Trigger: Product Access Removed.
    • Filter: Select Product: “Premium Membership.”
  • Outcome: The support team is notified, the CRM is updated, and a follow-up task is created for the sales team.

CRM Updates for Accurate Tracking​

Scenario: Access to a digital product is removed, requiring profile updates.

  • Trigger Setup:
    • Trigger: Product Access Removed.
    • Filter: Select Product: “E-Book Access.”
  • Outcome: The CRM record is updated to reflect the removal, tagging the customer for potential re-engagement campaigns.

Upsell Opportunities After Access Removal​

Scenario: A customer's access to a basic product is revoked.

  • Trigger Setup:
    • Trigger: Product Access Removed.
    • Filter: Select Product: “Basic Plan.”
  • Outcome: An email is sent highlighting the benefits of upgrading to a premium plan, including a discount code as an incentive.

Frequently Asked Questions​

What happens if access to the same product is removed multiple times for a customer?

The trigger will activate each time access is removed. To avoid redundant actions, use conditions or cooldown periods in your workflows.

How do filters improve workflow precision?

Filters allow you to target specific products or scenarios, ensuring workflows activate only under relevant conditions, improving accuracy and reducing unnecessary automation.

Can I combine this trigger with other triggers in a workflow?

Yes, the Product Access Removed trigger can be combined with others, such as “Tag Added” or “Subscription Expired,” to create advanced workflows.

Is it possible to notify different teams based on the product removed?

Absolutely. You can configure conditional actions to send notifications to specific teams or individuals depending on the product being removed.