Who This Is For / When to Use
This article is for account owners and operators who want to:
Track course progress at the category level.
Send follow-up resources after category completion.
Trigger internal or external actions based on learning milestones.
Use this trigger when category completion is the key event for your automation.
What the Category Completed Trigger Does
The Category Completed trigger fires when a contact completes all lessons within a specific category inside a course.
Key behavior:
The trigger activates only after full category completion.
It can run for all categories or be limited using filters.
Filters allow precise targeting by product and category.
Step 1: Create or Open a Workflow
Navigate to Automations in the left navigation.
Select Workflows.
Click Create Workflow or open an existing workflow to edit.
Step 2: Add the Category Completed Trigger
In the Workflow Builder, click Add New Trigger.
Search for Category.
Select Courses → Category Completed.
Confirm the trigger selection.
Step 3: Configure Trigger Filters
Filters control which category completions will activate the workflow.
Click Filters within the trigger setup.
Select Product to limit the trigger to a specific course.
Select Category to target a specific category.
Save the trigger.
Important behavior:
No filters = triggers for any category completed.
Product + Category filters = triggers only for the selected course structure.
Step 4: Add Workflow Actions
After the trigger is set, add the actions that should run when the category is completed.
Common actions include:
Sending follow-up emails or SMS messages
Assigning tags
Sending internal notifications
Updating contact fields
Click the + icon below the trigger to add actions.
Using Conditions (If/Else) With Category Completion
Conditions allow branching logic after the trigger fires.
You can:
Check if multiple categories are completed.
Route contacts differently based on progress.
Control advanced learning paths.
Conditions are especially useful when one workflow supports multiple categories.
Using Custom Values in Messages
Custom values allow dynamic personalization in emails or notifications.
Available category-related values include:
Product title
Category title
Category URL
Login URL (Magic Link)
Use these values to automatically reference the completed content in messages.
Common Issues and Fixes
Workflow triggers too often
Add Product and Category filters to narrow activation.
Workflow does not trigger
Confirm the workflow is published.
Verify the category contains completed lessons.
Check that filter names exactly match course data.
Wrong category detected
Always use the Product filter if category names are reused across courses.
FAQ
Can I trigger a workflow for specific categories only?
Yes. Add Product and Category filters so the workflow runs only when the selected category is completed.
What actions can run after a category is completed?
You can send emails or SMS, assign tags, send internal notifications, update contact data, or trigger additional workflows.
What are custom values and how are they used?
Custom values are placeholders that auto-fill category and course details in messages, allowing personalized communication.
How do If/Else conditions work with this trigger?
If/Else conditions let you branch actions based on category completion status or additional logic, such as multiple milestones.
Can I track progress across multiple categories?
Yes. Use conditions and tags to monitor and respond to progress across multiple categories within the same workflow.
What happens if category names are reused in different courses?
Always apply the Product filter to ensure the workflow triggers for the correct course.
Why is my workflow not triggering after completion?
This is usually caused by filter mismatches or the workflow being unpublished. Verify Product and Category filters and confirm the workflow is published.