Workflow Triggers for Granting and Revoking Community Access

Sparkforge workflows include triggers and actions tied to community group access. Use them to automate who gets in, who gets removed, and what happens before and after the change.

Granting group access

Trigger: User joins the community.

Action: Grant Group Access.

Use this when you want a member to land in a specific group automatically after joining the community — for example, putting all new members in a welcome group.

Revoking group access

Trigger: User leaves the community (or Group access revoked).

Action: Revoke Group Access.

Useful when a paid subscription ends, a tag is removed, or any other condition signals that the user should lose access.

How to build the workflow

1. Open the Workflow Builder.
2. Click Create a Workflow.
3. Choose the trigger: Group access granted or Group access revoked, or community membership change.
4. Configure trigger details — which community, which group, any filter conditions.
5. Add follow-up actions: tags, notifications, internal alerts, email sequences.
6. Test in a sandbox or with a known test contact.
7. Save and activate.

Practical patterns

• Onboarding: When a user joins, grant access to a starter group, send a welcome email, and tag them as a new member.
• Churn cleanup: When a paid subscription cancels, revoke group access and trigger a win-back sequence.
• Tier promotion: When a learner completes a course, grant access to an alumni group.

Best practices

• Define the exact condition that should trigger access changes — vague rules cause unexpected removals.
• Test in a controlled environment before activating on real users.
• Review the workflow periodically as your community structure changes.