🎚 Advanced Level: Mastering Automation with Uncanny Automator & MemberPress

Now that you’re ready for the advanced level, it’s time to dive into powerful automation techniques that leverage the full capabilities of Uncanny Automator and MemberPress. At this level, you’ll be working with webhooks, custom API integrations, dynamic data, and more complex conditional workflows to optimize and scale your membership site.

🔧 1. Advanced Webhook Integrations

At the advanced level, webhooks become a powerful tool for connecting your membership site with external apps and services that don’t have native integrations with Uncanny Automator.

🛠 Example: Automating CRM Updates with Custom Webhooks

Let’s say you want to update your Salesforce CRM whenever a member purchases a new membership or upgrades an existing one.

Steps:
  1. Set Up a Webhook URL:
    • In Salesforce (or another CRM), set up a Webhook URL that will receive the data sent from your WordPress site.
  2. Create a Recipe in Uncanny Automator:
    • In Uncanny Automator, create a new recipe for Logged-In Users.
    • Set the trigger as User purchases a membership or User upgrades membership.
  3. Configure the Webhook:
    • Select Webhook as the action and enter the Webhook URL provided by Salesforce.
    • Format the data you want to send to Salesforce, such as:
      • User’s email
      • Membership level
      • Purchase date
  4. Send Dynamic Data:
    • Use dynamic fields from MemberPress to populate the webhook data, ensuring that the correct information about the user and their membership is passed on to Salesforce.
  5. Test the Webhook:
    • After setting up the webhook, run a test to ensure that Salesforce receives the data correctly. Salesforce should create or update the contact with the new membership information.

📊 2. Custom Reporting with Google Sheets & API Integrations

For membership sites that require in-depth reporting, you can automate data tracking and custom reports by integrating MemberPress with tools like Google Sheets or directly connecting with APIs for real-time data extraction and analysis.

🛠 Example: Automating a Member Activity Dashboard

You can create a live dashboard in Google Sheets that tracks member activity (signups, cancellations, upgrades) in real-time by leveraging API integrations or using Google Sheets’ native capabilities.

Steps:
  1. Trigger:
    • Use User logs in, User cancels membership, or User upgrades membership as the trigger.
  2. Google Sheets Integration:
    • In Uncanny Automator, select Google Sheets as the action.
    • Set up the action to send relevant data (e.g., user email, membership status, date of the event) to a specific Google Sheet.
  3. Automating Calculations:
    • Set up automated calculations in Google Sheets, such as weekly membership growth, churn rates, or member engagement trends, based on the data that is being sent from Uncanny Automator.
  4. Visualizing the Data:
    • Use Google Sheets’ charting tools to create a live dashboard, which can provide insights into membership performance and user behavior.
  5. API Integration for Real-Time Data:
    • For more complex use cases, you can connect to Google Sheets via the MemberPress API to pull real-time data into your dashboard, enabling faster decision-making and reporting.

🔄 3. Advanced Conditional Logic for Dynamic Workflows

Advanced workflows often require more nuanced logic, such as conditional triggers and actions that only execute under specific circumstances. This enables highly customized user experiences and automations based on behavior, membership tiers, and engagement levels.

🛠 Example: Dynamic Workflow Based on Membership Tiers and Inactivity

Let’s say you want to re-engage users who haven’t logged in for a specific period (e.g., 60 days) but only if they are premium members.

Steps:
  1. Trigger:
    • In Uncanny Automator, set the trigger to User hasn’t logged in for X days (set to 60 days).
  2. Add Conditional Logic:
    • Use conditional logic to check the user’s membership level. For example, this workflow should only apply to users who have a premium membership.
  3. Action 1: Send a Re-engagement Email:
    • If the user meets the conditions (premium member and hasn’t logged in for 60 days), send them a personalized email encouraging them to return, possibly with a discount offer or access to new exclusive content.
  4. Action 2: Downgrade Membership:
    • If the user remains inactive for an additional 30 days, trigger an action to automatically downgrade their membership to a free or basic tier.
  5. Action 3: Notify Admins:
    • If the user fails to log in after 90 days, send a notification to the admin team for potential follow-up or a manual check-in.

🔑 4. Creating Custom Member Experiences Using Personalization

For an advanced membership site, offering personalized experiences can increase member engagement and satisfaction. You can leverage custom fields and dynamic content to tailor messages and actions based on user-specific data.

🛠 Example: Personalizing Onboarding Based on User Preferences

During signup, you might collect user preferences (e.g., interests, preferred communication style, or learning objectives). You can use this data to tailor the onboarding experience.

Steps:
  1. Set Up Custom Fields in MemberPress:
    • Create custom fields to capture information such as user interests or preferred content format (e.g., video, articles, podcasts) during the membership registration process.
  2. Trigger:
    • In Uncanny Automator, create a recipe that triggers when the user completes registration.
  3. Action 1: Send a Personalized Email:
    • Use the data from the custom fields to send a personalized welcome email. For example, if a user indicates they are interested in video content, the email can recommend a video library, or if they prefer articles, the email can highlight popular blog posts.
  4. Action 2: Grant Custom Access:
    • Automatically grant access to custom content or resources based on the user’s preferences. For instance, if a user indicates an interest in advanced tutorials, you could unlock premium content related to that topic.
  5. Track Engagement:
    • After a period of time, track user engagement with the content they were recommended and trigger follow-up emails if they haven’t interacted with their personalized content.

📧 5. Advanced Email Automations and Campaigns

At the advanced level, you can create multi-step email campaigns that respond dynamically to a user’s actions on your site. These campaigns can be highly targeted, ensuring that users receive the right messages at the right time.

🛠 Example: Multi-Step Engagement Campaign for New Members

Let’s say you want to create an email campaign that nurtures new members over the first 30 days of their membership.

Steps:
  1. Trigger:
    • Set the trigger as User purchases a membership.
  2. Action 1: Send Welcome Email:
    • Immediately send a welcome email with getting started tips and links to valuable content.
  3. Action 2: Follow-Up Email After 7 Days:
    • After 7 days, send a follow-up email with more advanced resources or community links (e.g., access to a members-only forum or Q&A session).
  4. Action 3: Send Survey After 30 Days:
    • After 30 days, send a survey asking for feedback on their membership experience, and offer suggestions for how they can continue engaging with the community.
  5. Conditional Logic:
    • If the user hasn’t logged in within 14 days of joining, add a re-engagement email to encourage them to return to the site.
  6. Custom Data Integration:
    • Integrate this campaign with your CRM (e.g., ActiveCampaign, HubSpot) to track user behavior and send personalized reminders based on their interactions.

🖥 6. API Integrations for Custom Automations

For advanced users, using the MemberPress API in combination with Uncanny Automator opens the door to custom automations that can push or pull data to and from your membership site.

🛠 Example: Custom API Workflow to Update External Database

Suppose you need to send member data to an external database that your organization uses for deeper analytics or reporting.

Steps:
  1. Set Up API Access:
    • Ensure that your external database or service is set up to accept API requests.
  2. Create an API Action:
    • In Uncanny Automator, create a custom action using the Webhook or API request functionality.
    • Format the data to send user-specific information (e.g., membership level, purchase date, user ID).
  3. Trigger:
    • Use User cancels a membership as the trigger, so that data is pushed to the external database whenever a membership is canceled.
  4. Test API Workflow:
    • Test the automation to ensure that data is being transmitted correctly to the external system.

Summary of Advanced Techniques:

  1. Webhook Integrations: Use webhooks to connect Uncanny Automator with external systems (like CRMs or analytics tools) that don’t have direct integrations.
  2. Custom Reporting: Create live dashboards or reports using Google Sheets or other reporting tools, pulling data dynamically via API or webhooks.
  3. Advanced Conditional Logic: Use conditions to create tailored automations based on user behavior, membership tiers, and engagement.
  4. Personalized Onboarding: Customize onboarding processes based on user preferences, with personalized emails and access to specific content.
  5. Multi-Step Email Campaigns: Automate complex email sequences that dynamically respond to user actions, driving engagement and retention.
  6. API Integrations: Leverage MemberPress and Uncanny Automator’s API capabilities to push data to external databases or services for further processing and analytics.

📚 Advanced Resources and Tutorials

To take your automation skills to the next level, here are additional resources that can provide deep insights into advanced workflows, API integrations, and webhook usage:

Webhook and API Integration Resources:

Automation Best Practices:

🧪 Ready to Build?

Now that you’ve reviewed advanced techniques and resources, you’re equipped to implement these automations on your membership site. Here are a few advanced automations you can test:

  • Webhook Integration with a CRM: Set up a custom webhook to send member data to your CRM for better engagement tracking.
  • Custom Reporting Dashboard: Automate real-time reporting using Google Sheets and API integrations.
  • Dynamic Membership Upgrade Workflow: Create a workflow that upgrades users based on activity milestones.
  • Personalized Onboarding: Use custom fields to send tailored emails and grant access to specific content based on user preferences.