The Subscription Trigger allows users to automate processes based on subscription status changes, such as creation, trial activation, or cancellation.

How to Use the Subscription Trigger:

Step 1: Start a new workflow or edit an existing one

Navigate to the workflow section within Captivation Hub platform and either create a new workflow or select an existing one to edit.

Step 2: Creating and Editing the Trigger

• Click on "Add New Workflow Trigger" to initiate the trigger setup process.
• Select "Subscription Trigger" from the available triggers in the menu.
• Optionally, modify the display name of the trigger for easier identification within the workflow builder.
  
• Under Filters, define the specific subscription events that should trigger the workflow, such as creation, trial activation, or cancellation.
• Customize filters as needed, such as filtering by product or subscription status.
• Save the trigger to finalize the setup.
  

Step 3: Set up applicable Workflow Action(s)

• After setting up the trigger, define the actions that should be automated based on subscription events.
• Choose from a variety of workflow actions available within Captivation Hub.
• Configure each action according to your specific requirements to streamline subscription management processes.

NOTE: We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles for more information on setting these up.

Step 4: Save and Test the Workflow

• Press "Save" in the top right corner of your browser to save the workflow.
• When ready, enable the workflow by setting the toggle switch to "Publish."
• Test the workflow using the "Test Workflow" button to ensure it is set up correctly and functioning as intended.
  

Pro Tip: Utilize any workflow actions to be triggered by the Subscription Trigger or leave the workflow without any actions if preferred.

NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Key Features of Subscription Trigger:

• Automate actions based on subscription status changes.
• Trigger actions for subscription creation, trial activation, or cancellation.
• Utilize subscription information in emails for personalized communication.
• Craft tailored messages to welcome, retain, or offer special incentives to subscribers.

Enhanced Workflow Automation:

• Define actions based on subscription events to streamline processes.
• Utilize conditionals to customize actions within workflows.
• Access subscription information within the email builder for personalized communication.