Streamline Your Community Workflows

Streamline Your Community Workflows!

October 14, 20242 min read

Managing private channels in your community just got easier with new workflow triggers and actions. This update enables you to automate key tasks when users gain or lose access to private channels, helping you streamline your community management. Here's a breakdown of how to leverage these new features:

Key Features of the Update:

  1. Private Channel Access Triggers
    Now, you can set up triggers to fire whenever a user is
    added to or removed from a private channel. This gives you control over automating actions like sending notifications or updating user permissions whenever channel access changes.

  2. Filter by Channel
    You can refine your automation by specifying which private channel the trigger applies to. This ensures that actions are targeted only to relevant channels, giving you more precision.

    Filter by Channel

  3. Actions for Private Channel Access
    Alongside triggers, new
    actions allow you to automate granting or revoking private channel access within a workflow. Whether it's allowing access based on user activity or removing it as part of a membership expiration, this opens up powerful automation possibilities.

    Actions for Private Channel Access

How to Set Up Your Workflow:

  1. Create a Workflow
    Start by navigating to the workflow section in your community settings.

  2. Add a Trigger

    • Select the Private Channel Access Granted or Private Channel Access Revoked trigger.

    • Filter by the specific channel if necessary.

  3. Define Actions

    • Choose the action you want to automate, such as sending a message or updating user data.

    • For more control, use conditions (like "if/else" rules) to define exactly when the action should occur.

  4. Activate Your Workflow
    Once your workflow is set up, activate it to start automating community management based on private channel access.

Benefits of Using These New Workflow Features:

  • Time-saving: Automating repetitive tasks around channel management means less manual effort for you and your team.

  • Consistency: Ensure every access change triggers the same actions, maintaining uniformity in how your community is managed.

  • Scalability: As your community grows, automating these tasks helps you handle more users without losing track of individual actions.

Take advantage of these new tools to improve how you manage private channels and keep your community organized and efficient!

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