Access Triggers: Offer and Product Granted or Removed

Four triggers tell your workflows when a contact gains or loses access to something you sell: Offer Access Granted, Offer Access Removed, Product Access Granted and Product Access Removed.

What each one means

• Product Access Granted: a contact is given access to a product, such as a course or membership.
• Product Access Removed: access to that product ends, whether by expiry, cancellation or manual removal.
• Offer Access Granted / Removed: the same, but for an offer, which is a bundle or package of products, such as an early-bird discount.

Filters

Each trigger lets you choose a specific Product or Offer to watch. Leave it empty to react to all.

Set one up

1. Open Automation > Workflows and create a workflow.
2. Click Add New Trigger and select one of the four.
3. Name it, for example "Onboarding for Course A".
4. Add the Product or Offer filter.
5. Click Save Trigger, add actions, test, and publish.

Example workflows

• Access granted: send a welcome email with login steps, tag the contact "Member - Course A", and notify the support team.
• Offer granted: alert sales to follow up on high-value bundles and add a record to the contact.
• Access removed: email the contact explaining why, offer a renewal link, and remove their member tag.
• Expired subscription: wait a few days, then send a win-back discount.

Tips

• Use both a granted and a removed trigger for each product so the contact's tags always reflect their access.
• Avoid sending a renewal reminder at the same moment as a removal message; add a short wait.
• Pair with the welcome email template for new members so login details reach them instantly.

Good to know: Product triggers are best for single items, and offer triggers shine when a bundle should start a custom onboarding.