Trigger

What It Does

Configuration

Completed Lesson

Fires when a member completes a Lesson with completion turned on.

Select the Space and specific Lesson.

Completed Section

Fires when a member completes all visible Lessons (with completion turned on) in a Section.

Select the Space and specific Section.

Completed Quiz

Fires when a member completes a quiz, including those requiring a passing score. Does not fire if the member fails.

Select the Space and specific quiz.

Failed Quiz

Fires when a member fails a quiz that requires a passing score.

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Completed Welcome Checklist

Fires when a member completes the Welcome Checklist.

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Responded to Custom Field

Fires when a member submits a response to a Custom Field. “Any Response” triggers only once on the first response; “Specific Response” triggers when the response meets defined conditions.

Select a Field; choose Any Response or Specific Response; set conditions if needed.

Removed Response to Custom Field

Fires when a member removes their response to a Custom Field. Can trigger on entire response removal or specific conditions no longer being met.

Select a Field; choose Entire Response or Specific Response.

Joined Space

Fires when a member joins a Space, including via a plan.

Select the Space.

Left Space

Fires when a member leaves or is removed from a Space.

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Joined the Network

Fires when a member joins the Network, including via a plan.

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Left the Network

Fires when a member leaves or is removed from the Network.

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Enabled Mobile Push Notifications

Fires the first time a member enables mobile push notifications.

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Signed in on Mobile App

Fires the first time a member signs in on iOS or Android.

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Member Inactive

Fires when a member is inactive for a set number of days (based on Last Active). Sends to full and limited members.

Select Entire Network or Space; set days (1–365).

Purchased (or Accessed) Plan

Fires when a member accesses a plan, including starting a free trial.

Select the plan.

Redeemed Promo Code

Fires when a member redeems a promo code.

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Converted Free Trial of Plan

Fires when a trialing member completes payment.

Select the plan.

Canceled Subscription to Plan

Fires when a member cancels a subscription (including canceling during a free trial).

Select the plan; choose trialing (any / yes / no).

Removed from Plan

Fires when access to a plan ends due to cancellation, lapsed payment, or Host removal.

Select the plan.

Host Received Private Message

Fires when a specific Host receives a private message.

Select any Network Host.

Commented on Post

Fires when a member comments on a post. Growth Plan and up can choose “Any Post.”

Select the Space and specific post (or Any Post).

Answered Poll

Fires when a member answers a Poll.

Select the Space, Poll, and—if multiple choice—the answer (or any answer).

RSVPed to Event

Fires when a member RSVPs (Going / Maybe / Not Going).

Select Space, event, and RSVP Status.

Event Reached Number of RSVPs

Fires once when total RSVPs meet the target number.

Select Space; RSVP Status; condition (≥ or <); target number.

Reached Number of Chat Messages in a Space

Fires when total Chat messages in a Space reach a threshold. Applies individually for member actions or to the whole Space for group actions.

Set message threshold.

Reached Number of Contributions

Fires when a member reaches a specified number of contributions.

Select Entire Network or Space; target count; contribution types

Reached Ambassador Level

Fires when a member reaches a specific Ambassador Level.

Select the level (Gold, Silver, Bronze).

Added Badge

Fires when a member receives a Badge.

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Removed Badge

Fires when a Badge is removed from a member.

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Added Tag

Fires when a Tag is added to a member.

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Removed Tag

Fires when a Tag is removed from a member.

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Reached Streak Milestone

Fires when a member reaches a streak milestone.

Select one or multiple milestones.

Attended Livestream

Fires when a member attends a livestream.

Select Any Livestream, Network-wide, or Space-specific.

Action

What It Does

Configuration

Add Badge

Adds a specific Badge to a member. Members receive email, in-app, and mobile push notifications (if enabled).

Select the Badge.

Remove Badge

Removes a specific Badge from a member.

Select the Badge.

Add Tag

Adds a specific Tag to a member. Members do not receive a notification.

Select the Tag.

Remove Tag

Removes a specific Tag from a member.

Select the Tag.

Display Pop-Up (with Optional Confetti)

Shows a pop-up with optional confetti animation, an image or external video, and an optional button. Appears on web and mobile.

Add Title (required), Description, Confetti (optional), image or video, and optional CTA button/link.

Send Private Message

Sends a private message to a member.

Select the sender (any Network Host) and write the message.

Welcome New Member

Sends an automated welcome message when someone joins. Includes limited members.

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Add to Network

Adds limited members to the Network immediately, skipping the invite flow.

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Add to Space(s)

Adds full members to one or more Spaces immediately, skipping the invite flow.

Select Space(s).

Invite to Space

Sends a Space invite to a member.

Select the Space, sender (any Network Host), and optional message.

Remove from Space

Removes a member from a Space immediately (excluding Spaces included in a plan).

Select the Space.

Invite to Plan

Sends a plan invite to a member.

Select the plan, sender (any Network Host), and optional message.

Remove from Plan

Removes a member from a plan.

Select the plan and removal timing (immediately or end of billing cycle).

Close Event RSVPs

Disables RSVPs for an Event.

Select the Space and event.

Open Event RSVPs

Enables RSVPs for an Event.

Select the Space and event.

Award Points

Awards points to a member.

Enter point amount.