So here’s what I’m trying to do, but doesn’t appaer to be working
1) Have a private knowledge base that is tied to an access group.
2) Create a form that the user will fill out saying they want to access the knowledge base
3) Dynamic access group that is tied to knowledge base is based on the user filling out the registration form and also being connected to a company that we want to be able to access the knowledge base.
4) When the user fills the form they will be added to the access group if they meet the criteria, they will get the default email that one would get, create their account and be able to access to knowledge base.
The issue I’m having is that the email in Step 4 doesn’t happen. If I go into Memberships / Access Groups I’m able to re-send the invite email but I want to be automated when they fill out the form. I don’t know if workflows work because I don’t want the user to get the default email again when another article is posted. The default email I’m referring to is the email sent from the image below.
Hi @NamV! Welcome to the Community-- happy to have you here
Thank you for the detailed description. From what I understand, you have a dynamic access group based on form submission to grant a select group of contacts access to your private Knowledge Base. Currently, it sounds like your contacts only get a registration email when private content is published as described in this Knowledge Base article. To clarify, is your expectation that as soon as a contact qualifies for the dynamic Access group they will immediately get the registration email?
Thanks for the warm welcome. Yes I would like to be able to have a registration email sent to the user as soon as they qualify to the dynamic access group. I only want them to be able access the knowledge base if they have registered for it, not some mass email. In many cases they wouldn’t be in my contact list until they fill out the form.
Some additional information I was told by hubspot support, but didn’t work either. Was told I needed to set the member email first before the user enters the access group but no email was sent in that scenario either
Let’s see if some of our experts can assist here! @danmoyle, @Kevin-C, or @Phil_Vallender do you have any insight into the expected behavior here and if it is possible to send those registration emails out as contacts fill out the form?
