Creating a WoCommerce Bulk Purchase Account

Hi @GetTorchlight , 

While there isn’t an easy way to automate every step you want, there are some automations that can be created for various steps in the process depending on what applicant information your boss needs and how they approve applications.

For instance, you can create an ‘are you a contractor’ form and users will be added to “Applied to be a pro” list. You can  create a flow that is triggered when users get added to this list. The flow email can state how to apply and where to send their information accordingly. 

Then you can re-upload the approved contractors to the same list with the new profile property “pro_approved” . This will update the approved contractors profile information accordingly. You can then create a segment of these users with the conditions: is in ____ List from above AND has the profile property: “pro_approved” and  create a segment-triggered flow accordingly with a flow email that sends these approved contractors a discount email! It should be noted that you will have to ‘add past users’ to the flow as users who are already in your segments won’t be added retroactively automatically. Finally, the users will only be able to go through this specific flow once.

Let me know if you want to follow through with any parts of this process and would need any further details! I can understand this might not be ideal as it isn’t all automated, but wanted to see any other workarounds we could provide for you! 

-Taylor