The Product Completed workflow trigger activates when a customer finishes a product like an online course or subscription. It automates follow-up actions to maintain engagement and create business opportunities.

Key Benefits

Customer Engagement: Automatically send congratulatory messages and feedback surveys

Streamlined Processes: Automates repetitive tasks and CRM updates

Enhanced Satisfaction: Timely communication acknowledges achievements and builds loyalty

Data Insights: Leverages completion data for product improvements

Upselling: Enables personalized offers for additional purchases

Configuration Steps

  1. Access Automation Settings - Navigate to the Automation section and create or select a workflow
  2. Add Trigger - Click Add New Trigger and select Product Completed
  3. Name the Trigger - Provide a descriptive name (e.g., Course Completion Follow-Up)
  4. Set Filters - Specify which products activate the workflow using operators like Is any of
  5. Save & Test - Validate with sample data, then enable the Publish toggle

Common Use Cases

Post-course surveys with upsell opportunities

Subscription renewal reminders with incentives

CRM updates and sales team notifications

Event completion certificates

Retention campaigns suggesting new challenges

FAQ Highlights