Offer Access Granted Workflow Trigger in Sparkforge

The Offer Access Granted trigger fires a workflow whenever a contact is granted access to a specific offer — typically a course, membership, or digital product. Use it to drive onboarding, internal notifications, and CRM updates without manual handoff.

What the trigger does

When a contact gains access to an offer that matches your filter, the workflow runs. The Offer filter scopes which products fire the trigger so you can build separate flows per offer.

Why use it

• Instant onboarding — send the welcome email and login details the moment access is granted.
• Sales and CS alerts — notify the right team so they can follow up while interest is fresh.
• CRM hygiene — auto-tag the contact, set custom fields, and write reporting data without an ops person watching.
• Targeted automation — filter by offer so different products run different sequences.

Configure the trigger

1. Open the workflow builder — Automation section in Sparkforge. Create a new workflow or open an existing one.
2. Add the trigger — click + Add New Trigger and pick Offer Access Granted.
3. Name it — something descriptive like 15% Discount Access Granted.
4. Set the Offer filter — pick the specific offer (for example, Early Bird Discount) that should activate the workflow.
5. Save — commit the trigger configuration.
6. Test and publish — run a sample contact through and flip the Publish toggle.

Use cases

Membership welcome

Filter on Premium Membership. The workflow sends a welcome email with login details and links to onboarding content.

Discount alert to sales

Filter on 15% Early Bird Discount. The workflow sends an internal notification to the assigned salesperson so they follow up while the discount is fresh.

Upsell from a basic plan

Filter on Basic Plan. The workflow sends an upgrade email outlining what the customer gets if they move up a tier.