How to Automate Community Management with Workflows

Setting Up Payment Received Workflows

Creating a New Workflow

To start, create a new workflow from scratch or use an existing template of your choice.

Trigger Creation:

Create a trigger for when a payment is received, ensuring new members are automatically added to your community.

• Select the button to a new workflow trigger, then navigate to the "Payments" section and select "Payment Received" as your trigger.

• Add filters to specify which product this trigger applies to. For example, select "Global Product" and then specify your product, like "Stock Trading Discord."

Filter for Successful Payments:

• Add another filter for "Payment Status" and set it to "Success." This ensures the workflow only activates for successful transactions. Ensure to save the trigger.

Add Action - Grant Group Access:

• Scroll to find the "Grant Group Access" action.

• Select your group from the list to grant access to new paying members.

Welcome Email:

• Optionally, add an action to send a welcome email, providing new members with essential information about the group.

Managing Membership Revocation

Next, we'll cover how to handle scenarios where a member cancels their subscription or their payment fails.

Modify Trigger for Failed Payments:

• Adjust the "Payment Status" filter in your trigger to "Failed" to target unsuccessful transactions.

Action - Revoke Group Access:

• Replace the "Grant Group Access" action with "Revoke Group Access" to remove members whose payments did not go through.

Utilizing Access Grant as a Trigger

Finally, let's explore how to engage new members further by using the grant of access as a trigger for additional actions.

New Trigger - Group Access Granted:

• Utilize the "Group Access Granted" trigger and add a filter to specify your group.

Action - Add a Tag:

• Add an action to tag new members, for example, with "Group Member." This helps in organizing and identifying members within the CRM. Add a new tag or choose an existing tag from the list dropdown.

Engagement Actions:

• Consider adding actions to send text messages or emails to new members, encouraging them to engage with the community or explore additional products.

Troubleshooting and FAQs

What if a member's payment status changes to successful after being revoked?

• You can create an additional workflow that re-grants access upon payment status changing back to successful.

Can I customize the welcome email?

• Yes, the CRM allows for full customization of emails, enabling you to tailor the message to fit your community's tone and brand.