Save Answers To Community Membership Questions Into Custom Fields
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Klemen Struc
I'd like to save answers to Community Membership Questions into Custom Fields so that we can trigger workflows and use this data inside workflows (e.g. conditional logic, customized messages, etc)
Example
Membership Question: What's your current revenue?
Option 1: $0 (I'm just starting)
Option 2: $1k to 5k
Option 3: $5k to $10k
Option 4: $10k or more
Trigger: Group Access Granted
Conditional Logic inside the workflow
If {membership_question_current_revenue} is "$5k to $10k" or "$10k or more" --> Create/Update Opportunity (for Appointment Setter), send emails, texts, etc
Else -->
Log In
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Keith Besherse
This is why we need to save membership answers and use them as filters for workflow triggers. We are asking the questions to get certain types of responses. We should be able to action on those responses. Nilasish Pal Prasoon Dadhich We don't use HighLevel because it looks pretty; we use it for the automations. Nice graphics and a smooth UI are bonuses.
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Keith Besherse
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Keith Besherse
Chase Buckner, Shivani Gera, Shivam HighLevel, :
Client Club, Kollab, branded domain. All the same.
We need the questions to be mandatory and we need to save the answers so we can use them for audience segmentation/offer.
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Keith Besherse
We were told that membership questions are mandatory. Not true.
Shivam HighLevel, Sales & Marketing, Core Platform, RevEx Group