You’ve mastered the basics of creating automations with Uncanny Automator and MemberPress, and now it’s time to take things to the next level. Let’s dive into some advanced automation techniques that will allow you to create more complex workflows and integrate with external systems.

1. Using Webhooks for Custom Integrations

A webhook is a method of sending real-time data from one system to another. With webhooks, you can extend your WordPress automations to external apps and services.

🔧 Example: Send Membership Data to a CRM Using Webhooks

Let’s say you want to send new membership data from your WordPress site to an external CRM like HubSpot, Salesforce, or Zoho CRM. You can use webhooks to push this data automatically every time a user purchases a membership.

Steps:

1. Set Up a Webhook URL:
   • In your CRM (like HubSpot), create a webhook URL that will receive data from your WordPress site.
2. Create a New Recipe in Uncanny Automator:
   • Trigger: Select MemberPress and choose User purchases a membership as the trigger.
   • Action: Select Webhook as the action. You’ll be prompted to enter the Webhook URL provided by your CRM.
3. Send Data:
   • You can specify the data to send, such as the user’s email, membership level, and purchase date. This information will be pushed to the external system.
4. Test and Activate:
   • Perform a test purchase on your site, and check whether the data is correctly received in your CRM. Once tested, activate the recipe.

2. Chaining Automations with Conditional Logic

Sometimes you need more control over your automations, like only triggering certain actions if specific conditions are met. Conditional logic allows you to fine-tune when and how automations are triggered.

🔧 Example: Sending a Special Offer to Members Based on Their Subscription Status

Let’s say you want to send a discount email only to members who haven’t logged in for over 30 days.

Steps:

1. Create a Trigger with Conditions:
   • In Uncanny Automator, create a recipe with the MemberPress trigger: User hasn’t logged in for X days (set this to 30 days).
2. Conditional Logic:
   • Add a condition that checks the user’s membership status. For example, you could set a condition that the email should only be sent to users who have an active membership.
3. Action:
   • The action could be to send a special discount offer to encourage them to log back in or renew their membership.
4. Test and Activate:
   • Once you’re happy with the logic, test the automation and activate it. Only users who meet both conditions (30 days inactive and active membership) will receive the email.

3. Advanced Reporting with Google Sheets Integration

For membership sites, tracking data and performance metrics can be crucial. You can use Google Sheets integration to automatically collect data and create reports on membership activity.

🔧 Example: Create a Daily Report of New Memberships in Google Sheets

Steps:

1. Trigger:
   • Create a recipe in Uncanny Automator with the MemberPress trigger: User purchases a membership.
2. Action:
   • Choose Google Sheets as the action.
   • Set up the Google Sheet to receive membership data such as:
     • User’s name.
     • Membership level.
     • Date of purchase.
3. Daily Summary:
   • You can automate this further by creating a daily summary report that tallies the number of new memberships and emails it to you.
4. Test:
   • Run a test purchase and verify that the membership data is correctly added to your Google Sheet.

4. Connecting to External Automation Platforms: Zapier & Integromat

For advanced workflows that extend beyond WordPress, Zapier or Make (formerly Integromat) can be used to connect your membership site with thousands of other apps and services.

🔧 Example: Automatically Create a Task in Asana When a New Member Joins

If you use a project management tool like Asana, Trello, or Monday.com, you can automate the creation of tasks for your team based on MemberPress events.

Steps:

1. Zapier or Integromat:
   • Set up an account with Zapier or Make.
   • Create a Zap (in Zapier) or Scenario (in Make) that starts with a webhook.
2. Webhook Setup in Uncanny Automator:
   • In Uncanny Automator, set up a recipe where the trigger is User purchases a membership, and the action is a webhook that sends data to Zapier or Make.
3. Create a Task in Asana:
   • On Zapier or Make, set the next step to Create a Task in Asana.
   • Include information like the new member’s name, membership level, and subscription date.
4. Test:
   • After testing, any time a new user purchases a membership, a task will automatically be created in Asana for your team to follow up.

5. Custom Member Experiences with Personalization

Using custom fields and personalization tokens, you can create highly tailored member experiences based on user data.

🔧 Example: Personalized Welcome Messages

Steps:

1. Set Up Custom Fields:
   • In MemberPress, create custom fields for information like the user’s preferred communication style or interests during signup.
2. Trigger:
   • In Uncanny Automator, create a recipe where the trigger is the completion of the membership registration.
3. Personalized Email:
   • In the Action, set up a custom email that pulls data from these custom fields. For instance:
   Hi {user_first_name}, Welcome to [Your Site]! Since you mentioned you’re interested in [custom_field:interest], we recommend starting with this exclusive content: [link]. Best regards, The [Your Site] Team
4. Test:
   • When a new user signs up and fills out the custom fields, they’ll receive a personalized email that makes them feel valued and understood.

Summary of Advanced Automations:

1. Webhooks: Send real-time membership data to CRMs and other external systems.
2. Conditional Logic: Fine-tune automations by adding conditional triggers.
3. Google Sheets Integration: Create automated reports that track membership activity.
4. Zapier & Integromat: Connect your membership site to thousands of external apps like Asana or Trello.
5. Personalization: Tailor your automations to the individual user’s preferences and actions.