Overview
The “Role Changed” Trigger in Groundhogg allows you to initiate actions in a flow when a contact’s user role is modified. This trigger is useful for automating tasks based on role assignments, such as sending notifications or applying tags when a user is granted or removed from a specific role.
Extension Required!
The Role Changed Trigger is available with the Advanced Features addon. It can be purchased separately or as part of the Agency, Pro or Plus Plans.
When to Use
Use the Role Changed Trigger when you need to automate actions based on changes to a contact’s WordPress user role. Common scenarios include onboarding new subscribers, updating permissions, or triggering follow-up actions when a user’s role changes (e.g., from Subscriber to Editor).
How It Works
When a user’s role is changed in WordPress, the Role Changed Trigger detects the new role(s) assigned to the contact. You can configure the trigger to activate for specific roles, such as Subscriber, Editor, or Administrator. Once triggered, it starts the associated flow, allowing you to execute actions like sending emails, applying tags, or updating contact data.
Setup Instructions
- Add the Trigger: Drag and drop the “Role Changed” Trigger into your flow from the Groundhogg flow builder.
- Configure Settings:
- Run when this access is given: Select the role(s) that will activate the trigger (e.g., Subscriber is set by default).
- Customize Actions: Add actions to the flow that should occur when the trigger fires, such as applying a tag or sending an email.
- Save the Flow: Click “Save” to apply your settings and activate the trigger.
Example Use Case
A membership site uses the Role Changed Trigger to automate onboarding for new subscribers. When a user’s role changes to “Subscriber” after signing up, the trigger activates a flow that applies a “New Subscriber”, sends a welcome email, and enrolls the user in a drip campaign. This ensures a seamless onboarding experience without manual intervention.
FAQs / Troubleshooting
Q: Can I trigger actions for multiple roles?
A: Yes, you can select multiple roles in the trigger settings to activate the flow when any of the specified roles are assigned.
Q: What happens if a user’s role is removed?
A: The Role Changed Trigger only activates when a role is assigned, not when it is removed. To handle role removals, consider using a custom flow with a different trigger or webhook.
Q: Why isn’t the trigger firing?
A: Ensure the role change is occurring in WordPress and that the correct role(s) are selected in the trigger settings. Check the flow’s activity log for errors and verify that the flow is active.
Q: Can I track conversions for this trigger?
A: Yes, enable conversion tracking in the trigger settings to monitor its performance in the flow report.
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