Workflow Trigger: "Offer Access Granted" | Aesthetix CRM

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Workflow Trigger: "Offer Access Granted"

Maximize your workflow automation with this comprehensive guide on utilizing the "Offer Access Granted" trigger in Aesthetix. This article delves into the significance of this trigger in streamlining processes when access to services or resources is granted to clients. Learn how to set up and customize this workflow trigger to automatically notify team members, update records, and initiate follow-up tasks, ensuring a smooth transition for your clients. Ideal for CRM users and workflow managers, this guide will empower you to enhance operational efficiency and improve customer satisfaction in Aesthetix.

1. Click on "Marketing."

1 Click here.

2. Select "Workflow."

2 Next up, click on "Automation to help your practice grow".

3. Click on "Create Workflow".

3 Click on "Create Workflow".

4. Choose "Start from Scratch" to begin with a clean slate

4 Once that's done, click on "Start from Scratch".

5. Proceed by adding a new trigger to initiate your workflow.

5 Now, click on "Add New Trigger".

6. Select "Offer Access Granted" as the specific trigger event.

6 Click on "Offer Access Granted".

7. Enrich your trigger by clicking "Add Filters" to refine the conditions.

7 Click on "Add filters".

8. Further customize by selecting the relevant offer option within your conditions.

8 After, click on "Offer".

9. Ensure all changes are saved by clicking the "Save Trigger" button.

9 Click on "Save Trigger".

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