How to Use the Product Completed Workflow Trigger
The Product Completed trigger fires when a customer finishes a course, program, or subscription term. Use it to celebrate the win, capture feedback, and offer the next step.
The Product Completed workflow trigger fires when a customer finishes a product — a course, training program, fitness challenge, or subscription term. Use it to send a congratulatory email, deliver a certificate, request a review, and pitch the next product while engagement is hot.
What this trigger does
When a contact completes a product you select, Sparkforge enrolls them in the workflow. From there you can run feedback surveys, deliver certificates, tag the contact for ROI tracking, and route them into the right next-step sequence.
Why use it
- Engage at the peak. Completion is the highest-intent moment. Reach them while they're proud of finishing.
- Automate follow-up. No more manual certificate emails or survey sends.
- Capture feedback. Surveys sent at completion get the highest response rates.
- Upsell the obvious next step. Recommend the related course, advanced tier, or renewal.
Configure the trigger
- Go to Automation and open or create the workflow.
- Click Add New Trigger and choose Product Completed.
- Name it descriptively, like Advanced Course Completion Follow-Up.
- Set a product filter. Use Is any of to include multiple products or Is none of to exclude specific ones.
- Click Save, run a test, then toggle Publish on.
Use cases
Post-course survey and upsell
Filter on the course product. Send a feedback survey, then drop a discount code for the next course in the series.
Subscription renewal nudge
Filter on the membership term. Send a renewal email with a loyalty incentive a few days before the term ends.
Sales hand-off on enterprise completion
Filter on the enterprise training product. Update the CRM and notify the account owner so they can open an expansion conversation.
Digital certificate delivery
Filter on the event or summit product. Email a thank-you note with a personalized certificate attachment.
Fitness challenge graduation
Filter on the challenge product. Congratulate the user and recommend the advanced challenge with an early-bird price.
Frequently Asked Questions
Can one workflow handle multiple products?
What if a customer completes multiple products?
How do I personalize follow-ups by product?
Can I combine this with other actions?
What if customer info is incomplete?
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