Workflow Trigger: Category Started

The Category Started trigger activates when a contact begins interacting with a specific category in a membership product. This lets you respond immediately when learning starts by sending welcome messages, notifying your team, tagging contacts, or logging engagement.

What the Category Started Trigger Does

This trigger fires as soon as a member starts a category within a course or membership. You can allow it to run for any category or apply filters to target a specific product and category for more precise automation.

Key Benefits

• Immediate engagement: Reach members right when learning begins.
• Personalized follow-up: Tailor messages using category-based values.
• Internal visibility: Notify your team with timestamps and context.
• Flexible automation: Branch workflows based on category paths.
• Improved learning experience: Deliver the right resources at the right time.

How to Set Up the Category Started Trigger

1. Open your workflow builder
   • Go to Automation → Workflows
   • Create a new workflow or open an existing one
2. Add the Category Started trigger
   • Select Add New Trigger
   • Choose Category Started from the course-related triggers
   • Add it to your workflow
3. Apply filters (recommended)
   • Product: Select the membership or course product
   • Category: Choose the specific category to track

   Why filters matter: Without filters, the workflow can run for every category start. Filters help you focus automation on the milestones you actually care about.

4. Save the trigger
   • Confirm and save the trigger configuration
5. Add follow-up actions
   • Send welcome or orientation emails
   • Notify your team when learning begins
   • Apply tags or update contact records
   • Branch logic based on category paths
6. Publish and test
   • Save the workflow and publish it
   • Test by starting a category in the membership

Common Use Cases

• Send an introduction message the moment a category is started
• Notify your team when members begin key learning sections
• Deliver starter resources aligned with the category
• Branch workflows automatically for different categories