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Workflow Trigger: Product Access Removed

The Product Access Removed workflow trigger adds a contact to a workflow when their access to a membership or course product is removed.

Updated over 2 months ago

Who This Is For / When to Use

This trigger is for users who sell memberships or courses and want to automate actions when access is revoked.

Use this trigger when you want to:

  • Notify customers about lost or expired access

  • Trigger renewal or retention campaigns

  • Alert internal teams about access changes

  • Update contact records automatically

What the Product Access Removed Trigger Does

The Product Access Removed trigger runs immediately when a contact loses access to a membership or course product.

When the trigger fires:

  • The affected contact is added to the workflow

  • Workflow actions run instantly

  • Filters control which products and contacts qualify

This trigger runs per access removal event.

Requirements Before Using This Trigger

The following conditions must be met:

  • Membership or course products must already exist

  • The contact must have access removed from a product

  • The workflow must be published

If no products exist, the trigger cannot be configured.

Step 1: Create or Open a Workflow

  1. Go to Automations & Workflows > Workflows

  2. Open an existing workflow or click Create Workflow

  3. Use the workflow options menu to edit the workflow

This opens the workflow builder canvas.

Step 2: Add the Product Access Removed Trigger

  1. Click Add New Trigger in the workflow canvas

  2. Open the Courses section

  3. Select Product Access Removed or use the search bar

Once selected, the Trigger Setup panel opens automatically.

Step 3: Configure Trigger Settings

Each setting below is independent and can be quoted on its own.

Workflow Trigger Name (Optional)

  • Changes only the display name inside the workflow builder

  • Does not affect trigger logic or execution

Use a descriptive name if the workflow has multiple triggers.

Product Filter

The Select Product filter controls which product removals trigger the workflow.

  • No product selected
    Any product access removal triggers the workflow

  • One or more products selected
    Only removal from selected products triggers the workflow

This allows product-specific automations.

Custom Field Filters (Optional)

You can further restrict which contacts enter the workflow.

  • Filters use existing Custom Fields

  • Only contacts matching selected values enter the workflow

  • Custom Fields must already exist in the account

Save the Trigger

  • Click Save Trigger to apply the trigger settings

The trigger is now active inside the workflow.

Step 4: Add Workflow Actions

After the trigger fires, you can add any workflow actions, including:

  • Sending emails or SMS messages

  • Tagging contacts

  • Updating contact fields

  • Creating internal tasks

  • Notifying team members

Actions run in sequence for every qualifying access removal.

Step 5: Save, Test, and Publish the Workflow

  1. Click Save in the top-right corner

  2. Toggle Publish to enable the workflow

  3. Click Test Workflow to confirm correct behavior

Testing ensures the trigger and actions run as expected before going live.

Common Use Cases

Customer Notification for Expired Access

  • Trigger: Product Access Removed

  • Filter: Select Product = specific course

  • Action: Send renewal or expiration email

Internal Team Alerts

  • Trigger: Product Access Removed

  • Filter: Select Product = premium membership

  • Action: Notify support or sales team and create a follow-up task

Record Updates for Tracking

  • Trigger: Product Access Removed

  • Filter: Select Product = digital product

  • Action: Update contact fields and apply tags

Upsell After Access Removal

  • Trigger: Product Access Removed

  • Filter: Select Product = basic plan

  • Action: Send upgrade or retention offer

FAQ

What does the Product Access Removed trigger do?

It starts a workflow when a contact loses access to a membership or course product.

What happens if I don’t select a product?

The workflow triggers for any product access removal.

Can I limit the trigger to specific products?

Yes. Use the Select Product filter to control which products activate the workflow.

Can I use Custom Fields with this trigger?

Yes. Custom Field filters allow only qualifying contacts to enter the workflow.

Does the workflow run automatically after setup?

Only after the workflow is published. Draft workflows do not run.

Why should I test the workflow?

Testing confirms the trigger and actions behave correctly before contacts are enrolled.

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