Who This Is For / When to Use
This trigger is for users managing memberships and courses who want to notify contacts when offer access is granted manually or via automation.
Use this trigger when you want to:
Notify contacts that access to an offer has been granted
Send login links after access is approved
Automate follow-ups when offers are re-granted
Reference offer details in emails or SMS messages
What the Offer Access Granted Trigger Does
The Offer Access Granted trigger fires when a contact is granted access to any offer.
When the trigger runs:
The contact is added to the workflow
Offer-specific custom values become available
Workflow actions execute immediately
This trigger reflects an action taken by you or by automation, not by the contact.
Important Behavior Notes
Each note below stands alone and can be quoted independently.
Offers are created in Memberships > Offers and connect a product (such as a course) to a contact.
This trigger does not send login credentials.
Only the following custom values are available:
Email
Login URL (Magic Link)
Offer Title
Login credentials populate only the first time an offer is granted using the New Signup trigger.
If credentials are required, add the New Signup trigger to the workflow.
Offer Access Granted is typically used for subsequent access grants, not initial signups.
Step 1: Create a New Workflow
Go to Automations & Workflows > Workflows
Click Create Workflow
Select Start from Scratch
Step 2: Add the Offer Access Granted Trigger
In the workflow builder, click Add New Trigger
Select Offer Access Granted
The Trigger Setup panel opens automatically.
Step 3: Configure Trigger Settings
Each option below works independently.
Workflow Trigger Name (Optional)
Used only for internal identification
Does not affect trigger behavior
Add Filters (Recommended)
Filter by Offer to ensure the workflow runs only for the intended offer.
Without a filter:
The workflow will run for every offer access grant
Filtering prevents unintended notifications.
Save the Trigger
Click Save Trigger to apply the configuration.
Step 4: Add a Notification Action
You can add one or more actions, such as:
Send Email
Send SMS
Send Internal Notification
Using Offer Custom Values in Emails
When creating an email action:
Click the Custom Values icon
Navigate to Course > Offer Access Granted
Insert available custom values
Available values:
{{membership_contact.email}}{{membership_contact.login_url}}{{membership_contact.offer_title}}
These values dynamically populate based on the granted offer.
Step 5: Save, Test, and Publish the Workflow
Click Save in the top-right corner
Toggle Publish to enable the workflow
Use Test Workflow to confirm expected behavior
Common Use Cases
Notify Contact of Granted Access
Send an email with:
Offer title
Login link
Next steps
Re-Grant Course Access
Notify contacts when access is restored after expiration or manual approval.
Internal Visibility
Send an internal notification when offer access is granted by a team member or automation.
Common Issues and Fixes
Login credentials are missing
This trigger does not populate credentials
Add the New Signup trigger if credentials are required
Workflow runs for all offers
Add a filter for the specific offer
FAQ
What is the Offer Access Granted workflow trigger?
It runs when a contact is granted access to an offer and allows offer-specific notifications.
Does this trigger send login credentials?
No. Credentials are only sent on first access using the New Signup trigger.
What custom values are available?
Email, Login URL (Magic Link), and Offer Title.
Should I use this trigger for first-time signups?
No. Use New Signup for first-time access and credentials.
Can I limit the workflow to a single offer?
Yes. Use an offer filter in the trigger.
Can I create a limited-time offer?
Yes. Add a Wait action followed by a Remove Offer action.