Workflow triggers for Communities | Voters

Workflow triggers for Communities

Paul Read

I'm sure others will think of more, but for now I'd like a trigger when someone has joined a community. Not been invited to, but actually joined (accepted/set up their password).

August 30, 2024

Robert Diaz

Imagine if these triggers get expanded to:
*Addon purchased/cancelled
*Amount of Estimates reached
*Amount of Invoices reached
*Amount of Appointments reached
*Amount of Reviews reached
These triggers would be invaluable for sales team to reach out, send reward messages, provide action based rewards and more!

Heather aka Nookie Claus

Honestly, if I send an email, and I say, "Click this link to join our community," and include a trigger link, then our clients should be added to the portal and community, ZERO friction. 
BOOM! 
Welcome message, done. 
If they fill out an FB form, they should immediately get their access sent to them, and they are in. Because they want it. And we shouldn't make it harder for them. 
Easy-peasy.

Keith Besherse

https://ideas.gohighlevel.com/communities/p/workflow-trigger-for-community-event-registration

Keith Besherse

Trigger for collaborator/member banned.

Keith Besherse

Action = DND.

Dan Geyer

This is crucial for tracking KPIs and improving those KPIs. Seems insane that we can't have these two basic items if we are going to be able to increase useage of our communities.
Simple KPIs would be:
Actually set up their community account
Last time logged into their community account
So we need triggers for these. 
WIth triggers we could have proper stats. 
With these triggers we could then improve those KPIs for example by sending an email to people who have not set up their account in over 3 days. Or who have not logged in for a long time, etc.

Netbuddy

How about to use the trigger "Group Access Granted"?

Keith Besherse

Netbuddy , that is only one of several that are needed.

Ben

Shivani Gera is there anything on the horizon for this feature? Thank you.

Holly Prentice

Me as well! I made a form for people to complete before joining and used that as a trigger but the extra friction is keeping people from signing up.

Paul Read

Holly Prentice I agree, but if they complete the form but don't actually join? I want to know when they have.

Holly Prentice

Paul Read exactly. Thats the problem I'm having. They complete the form, then don't join the community because they have to create an account there too and its too much friction.

Ben

A must have for any active community.

Alex Varnals

Ben agreed

Tom Houghton

This would be awesome. Great idea!

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