🎚 Intermediate Level: Mastering Uncanny Automator & MemberPress Integration

You’re ready to take your understanding of Uncanny Automator and MemberPress to the intermediate level! Here, we’ll dive into more complex automations, cover best practices for managing membership workflows, and introduce additional integrations that will help you streamline your operations more efficiently.

🌐 1. Building More Complex Workflows

In the intermediate level, we focus on combining multiple triggers and actions to create more sophisticated workflows. A single automation can have various conditions that must be met before actions are executed.

🛠 Example: Automating a Member Onboarding Sequence

You want to create an automation that triggers a series of actions once a new member joins. This sequence could involve sending them a welcome email, enrolling them in a course, and updating your CRM.

Steps:
  1. Create a Multi-Step Recipe:
    • In Uncanny Automator, create a new recipe for logged-in users.
    • Set the trigger as User purchases a membership.
    • Add multiple actions:
      • Action 1: Send a welcome email using your preferred email marketing tool.
      • Action 2: Enroll the user in a specific course (via an LMS like LearnDash).
      • Action 3: Update your CRM with the new user’s details (via a webhook or an integrated tool like HubSpot).
  2. Conditional Logic:
    • Add conditions to ensure that specific actions are only executed for certain membership levels (e.g., Premium members get enrolled in a course, while Free members only receive an email).
  3. Sequence Timing:
    • You can space out the actions over a specific time frame. For instance, the course enrollment can happen immediately, while a follow-up email with a survey or additional resources can be sent after 7 days.

🔄 2. Automating Membership Renewals and Expirations

Managing membership renewals and expirations is key to running a successful membership site. At this level, you can automate renewal reminders, expiration notifications, and discount offers for renewing users.

🛠 Example: Automating Renewal Reminders and Discount Offers

Steps:
  1. Trigger:
    • Use the Membership nearing expiration trigger in Uncanny Automator.
    • Set the time frame (e.g., 7 days before expiration).
  2. Action 1: Send a Reminder Email:
    • Automatically send an email reminding the user that their membership is about to expire, including a renewal link.
  3. Action 2: Offer a Discount:
    • For users who don’t renew after a set period (e.g., 3 days before expiration), send a follow-up email with a special discount code encouraging them to renew.
  4. Follow-Up Action:
    • If the user renews their membership after receiving the discount, send a thank-you email confirming their renewed access and highlighting new or exclusive features.
  5. Expiration Notification:
    • If the membership expires, automatically send a notification with a link to renew, or offer a re-engagement offer (e.g., bonus content if they return within 30 days).

🔗 3. Enhancing Member Experience with External Integrations

The intermediate level is where you begin integrating third-party tools like CRM systems, email marketing platforms, and analytics tools to create a seamless experience for both members and admins.

🛠 Example: Syncing Membership Data with a CRM (HubSpot)

Steps:
  1. Trigger:
    • Use the User purchases a membership trigger in Uncanny Automator.
  2. Action: Send Data to HubSpot:
    • Set up a webhook action to send the user’s data (name, email, membership type) to your HubSpot CRM.
    • Ensure that the webhook is correctly formatted and the data fields match what’s required by HubSpot.
  3. Additional Actions:
    • Based on the user’s actions (e.g., logging in after 30 days of inactivity), you can update their CRM status or automatically send them targeted email campaigns through HubSpot.

💻 4. Automating Access to Additional Resources

For a better member experience, automating access to additional resources based on the user’s behavior or membership level is crucial. You can set up automations that allow members to receive extra content based on their interactions with your site.

🛠 Example: Granting Access to Bonus Content

Steps:
  1. Trigger:
    • Use User completes a course as the trigger in Uncanny Automator (if you’re using an LMS like LearnDash).
  2. Action 1: Grant Access to Bonus Content:
    • Automatically enroll the user in bonus content or unlock access to additional material when they complete a specific course.
  3. Action 2: Send a Notification:
    • Send an email or an in-dashboard notification informing the user that they have access to bonus content as a reward for completing the course.
  4. Advanced Condition:
    • Add conditions where only users who are at a specific membership level (e.g., Premium) are eligible to receive bonus content.

🔄 5. Automating Membership Upgrades and Downgrades

Managing membership tiers efficiently can boost revenue by ensuring members are on the right plan. Automating upgrades and downgrades based on user behavior or timeframes can help you seamlessly transition users between plans.

🛠 Example: Automating Membership Upgrades Based on Engagement

Steps:
  1. Trigger:
    • Use User completes a specific number of courses as the trigger (for example, if they complete 5 courses as part of their membership).
  2. Action: Upgrade Membership:
    • Set an action to upgrade the membership level once the user has completed a specific task or reached a milestone (e.g., upgrading from Basic to Premium).
  3. Notification Action:
    • Send a congratulatory email to the user, informing them of the automatic upgrade and new benefits available at their new membership level.
  4. Follow-Up Action:
    • After the upgrade, send the user a link to exclusive content or offer a personalized consultation based on their engagement.

📊 6. Analyzing Member Activity and Automating Reports

By integrating Uncanny Automator with Google Sheets or other reporting tools, you can automate the creation of member activity reports to track key performance indicators (KPIs) like user engagement, subscription length, and membership growth.

🛠 Example: Automated Member Activity Report

Steps:
  1. Trigger:
    • Use the User logs in trigger and set it to track logins over a defined period (e.g., weekly or monthly).
  2. Action: Add Data to Google Sheets:
    • Automatically send login data (username, date, membership type) to a Google Sheet.
  3. Follow-Up Action:
    • Send an automated report to admins at the end of each week or month, summarizing the login activity and other key metrics (e.g., how many members renewed, canceled, or upgraded).
  4. Advanced Reporting:
    • Use conditional logic to trigger additional reporting actions if, for instance, a specific membership tier logs in more often or less frequently than expected.

Key Intermediate Concepts Recap:

  • Multi-Step Automations: Chain actions and triggers together for more complex workflows (e.g., onboarding sequences).
  • Conditional Logic: Use conditions to control when specific actions happen, based on membership levels or user behavior.
  • CRM Integrations: Sync user data with CRMs like HubSpot or Salesforce to manage communication and engagement outside of WordPress.
  • Automated Access Control: Grant or revoke access to content and resources based on user interactions (e.g., course completions or engagement).
  • Upgrade/Downgrade Memberships: Automate tier transitions based on user behavior or milestones.
  • Automated Reporting: Track user activity and send automated reports to team members to monitor membership trends.