Who This Is For / When to Use
Use the Product Started trigger if you want to:
Detect when a contact begins a specific membership or course product
Send onboarding or welcome communications at product start
Track engagement at the product level (not lesson level)
Automate follow-ups, reminders, or internal notifications
What the Product Started Trigger Does
Fires when a contact starts a product
Applies to memberships and courses
Can be limited to specific products using filters
Triggers each time a new product is started
Where to Create or Edit a Workflow
Go to Automations → Workflows
Click Create Workflow, or open an existing workflow from the list
How to Add the Product Started Trigger
Inside the workflow canvas, click Add New Trigger
Search for Product Started
Select Product Started under the Courses trigger group
Configuring the Product Started Trigger
Confirm Product Started is selected as the trigger
(Optional but recommended) Add filters
Using Filters (Strongly Recommended)
Why Filters Matter
If no filters are applied:
The workflow fires when any product is started
To limit the trigger:
Add a Product filter
Choose:
Is any of → selected product(s)
Is none of → excluded product(s)
This prevents unintended enrollments.
Adding Follow-Up Actions
After the trigger fires, you can add actions such as:
Email
SMS
Add Tag
Create Task
Internal Notification
Example: Send an onboarding email immediately after a product is started.
Using Product Custom Values in Messages
You can personalize messages using product-related custom values.
Examples include:
Product Name
Membership Name
Course Name
To insert them:
Open an Email or SMS action
Click the Custom Values icon in the editor
Select the relevant product fields
Common Use Cases
Welcome or Onboarding Email
Send a welcome message when a contact starts a product.
Example:
“Welcome to [Product Name]! Here’s how to get started.”
Engagement Tracking
Combine Product Started with Product Completed to detect drop-off.
Example:
If product is started but not completed in 7 days, send a reminder.
Upsell or Cross-Sell Automation
Trigger offers for upgrades after a basic product is started.
Example:
“Enjoying [Product Name]? Upgrade for exclusive content.”
Internal Team Notifications
Notify staff when high-value contacts start a premium product.
Example:
Assign a task when a VIP starts a coaching program.
Drip Content Release
Deliver content gradually after the product start date.
Example:
Lesson 1 immediately, Lesson 2 after 24 hours.
Community or Group Invitations
Invite contacts to communities once they begin a product.
Example:
“Join the [Product Name] private community.”
Common Issues and Fixes
Workflow fires too often
Add a Product filter
Confirm the correct operator (Is any of)
Wrong product triggered the workflow
Check filters for product accuracy
Remove broad “any product” configurations
Emails feel generic
Use product custom values
Reference the started product directly
FAQ
Can I use custom values with the Product Started trigger?
Yes. You can use product-related custom values to personalize emails, SMS, and notifications.
What happens if I don’t add filters?
The trigger fires whenever any product is started. Filters are recommended to avoid over-triggering.
Can I track a specific membership or course?
Yes. Add a Product filter to track only the selected membership or course.
What should I include in follow-ups?
Welcome messages, next steps, resources, reminders, or community invites are common and effective.
Can I send text messages with this trigger?
Yes. SMS actions can be added after the trigger fires.
Where do I find the Product Started trigger?
It’s located under Courses in the trigger selection menu inside Workflows.
Can this trigger assign tasks to my team?
Yes. You can automatically create tasks or notify team members when a product is started.