💡 Advanced Automation: Automatically Creating Personalized Discounts for Members in Event Espresso via Zapier
Scenario Overview 🎯
Steps to Set Up the Automation Using Zapier 🤖
Optional: Advanced Customization
Benefits of This Automation 🔑
Summary of Steps
🛠️ Step-by-Step Guide: Setting Up Automated Discount Creation Using Zapier 🤖
Getting Started
Bonus: Advanced Customization Ideas
Summary of Steps

Getting Started

Let’s walk through the process of setting up a Zap in Zapier that automatically creates a personalized discount code in Event Espresso when a new member joins via MemberPress. I’ll guide you step by step to ensure you can automate this workflow efficiently.

Step 1: Create a Zapier Account (If You Don’t Have One)

  1. Go to Zapier’s website and sign up for an account.
  2. Once signed in, click the Create Zap button in the upper-right corner.

Step 2: Set Up MemberPress as the Trigger

1. Choose the Trigger App

  • In the Trigger section, search for MemberPress.
  • Select it as the Trigger App.

2. Select the Trigger Event

  • Choose New Membership or Membership Renewal as the Trigger Event depending on whether you want this Zap to activate for new members only or for both new and renewing members.

3. Connect Your MemberPress Account

  • If this is your first time connecting MemberPress to Zapier, click Connect a New Account.
  • You’ll be prompted to enter your MemberPress API key. You can find this key in your MemberPress dashboard under the Developer settings.

4. Set Trigger Filters (Optional)

  • If you want the Zap to trigger only for certain membership tiers (e.g., only for Wolf Protectors or Bear Guardians), you can add filters in this step:
    • Click Filter Setup and specify the membership levels (e.g., “membership level is equal to ‘Wolf Protector'”).

5. Test the Trigger

  • After setting up the trigger, Zapier will pull sample data from your MemberPress account (like member names, membership levels, etc.) to ensure everything is connected properly. Run a test to make sure it’s fetching the correct information.

Step 3: Set Up Event Espresso as the Action

1. Choose the Action App

  • In the Action section, search for Event Espresso.
  • Select it as the Action App.

2. Select the Action Event

  • Choose Create Discount Code (or similar) as the Action Event.

3. Connect Your Event Espresso Account

  • If you haven’t connected Event Espresso to Zapier before, click Connect a New Account.
  • Follow the prompts to log into your WordPress site and connect Event Espresso to Zapier. You may need to enable the Zapier integration add-on in your Event Espresso plugin if it’s not already installed.

4. Customize the Discount Code Settings

  • Discount Code: Create a dynamic discount code using the member’s name or a custom code, such as JOHNDOE10 or WILDLIFE10.
  • Discount Amount: Based on the member’s tier, set the discount percentage or amount:
    • Wolf Protector: 10% discount.
    • Bear Guardian: 100% discount (free tickets).
  • Expiration Date: Set an expiration date for the discount code if necessary, such as valid only for the next event or for a limited time (e.g., valid for 30 days).
  • Ticket Type: Specify which event or ticket type the discount applies to (e.g., General Admission, VIP).

Step 4: Send a Personalized Email to the New Member

1. Choose the Email App

  • In the Action section, click the + button to add another action.
  • Choose an email service (like Gmail, Outlook, or Zapier’s built-in Email tool) as the Action App.

2. Select the Action Event

  • Choose Send Email as the Action Event.

3. Customize the Email Content

  • To: Use the member’s email pulled from the MemberPress trigger.
  • Subject: Set a personalized subject line like “Welcome to Wildlife Defenders! Here’s Your Event Discount Code.”
  • Body: Write a personalized message. Include the discount code generated from Event Espresso by pulling the Discount Code data from the previous step.

Example:

Hi {{Member First Name}},

Welcome to the **Wolf Protector** membership! As a thank you for supporting Wildlife Defenders, we’re offering you a **10% discount** on our upcoming event, the **Wildlife Conservation Gala**.

Your discount code is: **{{Discount Code}}**

Use this code at [Event Registration Link] to save on your tickets.

We look forward to seeing you at the event!

Best regards,  
The Wildlife Defenders Team

4. Test the Email

  • Run a test to ensure that Zapier sends an email to the member with the correct discount code from Event Espresso.

Step 5: Test Your Zap

Now that everything is set up, it’s time to test the full process:

  1. Run a Test Zap: Go back to your Zap dashboard and run a test from start to finish. Sign up as a new member in MemberPress.
  2. Check that a discount code is generated in Event Espresso.
  3. Verify that the member receives an email with the correct discount code and details.
  4. Check the discount in Event Espresso to confirm it applies to the correct event or ticket type.

Step 6: Activate Your Zap

Once you’ve tested the Zap and everything works smoothly, turn it on. Zapier will now automatically create discount codes and send personalized emails whenever a new member joins or renews through MemberPress.