Membership Trigger: Add Members To A Subscription Group

Navigating to The Membership

1.A - Login to thewebconsole, from the dashboard click Settings.

1.B - From settings click Member manager v2 and choose membership types.

1.C - Click Edit on the Membership Type you wish to add the tigger to.

1.D - Click the Membership Type Trigger Tab.


Adding the Trigger

2.A - Click Add A New Trigger.

2.B - Add a trigger name, this should be relevant and easily distinguishable from other triggers, we suggest “Add Member To Subscription Groups”.

2.C - Add a Trigger Group of “When Member Status Is Set To”.

2.D - Set a “Condition” of “Active”. This will make sure that the trigger only adds the member to the group once they have paid and been approved.

2.E - Set an “Action” of “Update Member Groups”.

2.F- You will now be promoted with an “Add Or Remove” option, in this trigger we want to choose “Add To Group”.

2.G - You will now see a “Contact Group” selection, simply tick the box of each “Subscription Group” you wish the member to be added to upon being made active.

2.H - To ensure the trigger fires make sure the Active option is set to “Yes”.

Last Modified: 29 June 2022
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