Workflows can be created for a multitude of triggering actions, with any series of follow-up actions/events you wish to customize for your business. The versatility allows you to customize the triggers and actions for your needs completely. For example, you may want to create a workflow to be notified when a contact logs in to the Membership area of High Leads Pro. This can help you track membership activity.

Follow these steps to create this type of Workflow:

Step 1: Create the Workflow Trigger

• In the Workflow builder, add a trigger for “User Login”.
  • NOTE: “User” here means a membership user or a contact who has signed up for your membership. This is not a “User” of High Leads Pro as in another team member in your workplace.
• Save your changes.

Step 2: Customize the Actions Based on the Trigger

You can customize the actions, from if/else conditions, to sending an email or SMS, assigning a tag, and sending internal notifications.  Customize the action(s) as you wish that makes sense for your business!

• Add an Internal Notification action for the user assigned to the contact, such as this example:

• Make sure to save your changes, and publish the Workflow before using it.

FAQs

1. What is the purpose of creating a workflow for a user login?

• Creating a workflow for a user login allows you to track membership activity more effectively. This can help you monitor when users access the Membership area, keep tabs on engagement, and trigger specific actions based on this activity.

2. What exactly does the “User” trigger refer to in this context?

• In this context, “User” refers to a membership user or a contact who has signed up for your membership program. It does not refer to internal team members of High Leads Pro.

3. How do I access the Workflow builder?

• To access the Workflow builder, navigate to your workflow management or automation section within your platform. Look for an option to create or manage workflows.

4. What types of actions can I customize for my workflow?

• You can customize actions in various ways, including:
  • Sending an email or SMS notification
  • Assigning or removing tags
  • Creating if/else conditions to control the flow
  • Sending internal notifications to team members
  • Updating contact details or status

5. How do I add an internal notification action?

• To add an internal notification action:
  1. In the Workflow builder, select the option to add an action.
  2. Choose “Internal Notification” from the list of available actions.
  3. Configure the details of the notification, such as the message content and the recipient (e.g., the user assigned to the contact).
  4. Save the action and make sure to publish the workflow.

6. Can I test the workflow before publishing it?

• Yes, most platforms offer a testing or preview feature that allows you to simulate the workflow to ensure it functions as expected before publishing it live.

7. What should I do if the workflow doesn’t seem to trigger correctly?

• Double-check the trigger conditions and ensure they are set up correctly. Verify that the actions are configured properly and that there are no errors in the workflow logic. If issues persist, consult the platform’s support resources or contact customer support for assistance.