Difference between Specific Role Added and Changed to Specific Role

  • Resolved meghankershaw

    (@meghankershaw)


    1 year, 8 months ago

    Hello, I am using the free plugin and trying to set up two different emails to go out to users based on how a specific role is added to their profile. For example, if a user registers as “previously trained” and then we manually verify and change their role from “previously trained” to “certified”, I want the user to get Email 1. And if they complete one of our online training courses, they automatically get the “certified” role added and are sent Email 2. I have been trying to use the triggers of “specific role added” vs “role changed to specific role” but the action set to “when specific role is added” is triggering when I add the role and when I remove one role and replace with the specified version. Maybe I am just unclear on how those two triggers are supposed to work, can someone clarify? Thanks!

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Contributor Uncanny Automator

    (@uncannyautomator)

    Hi @meghankershaw ,

    This is definitely a situation where conditions would make things easier, as you could just add a role condition to each action. That does unfortunately require Pro though, as does the more specific “A user’s role changed from?a specific role?to?a specific role”, which might help with targeting.

    It sounds like you are using 2 different recipes, one for each trigger and each email. I had a look internally and it seems like in an old version we made a change that is making things harder for you (specifically running the “specific role added” when a role is changed to another role–it didn’t used to fire but we had user feedback that it should).

    Maybe this could be tackled a different way? Could the trigger for the second email just be course completion instead, or how are you adding the “certified” role to the user on course completion?

    Thread Starter meghankershaw

    (@meghankershaw)

    Thanks for the reply and detailed explanation. The way I decided to work around this was to create another custom role (“verified”) that when added to a user the recipe both sends email 1 and adds the “certified” role to the user. The other recipe is triggered by course completion and sends email 2 and adds the “certified” user role. A little more clunky, but I need both types of users to have the same “certified” role in the end so it seems to work.

    Plugin Contributor Uncanny Automator

    (@uncannyautomator)

    Hi @meghankershaw , thanks for following up to confirm your workaround.

Viewing 3 replies - 1 through 3 (of 3 total)
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