Membership Automation

Membership Automation is setup in a series of steps.

Click any image to open it.

Overview

"Membership Automation" workflow is found in the folder of the same title.

It is setup in a series of logical steps each represented as workflows within folders.

1. Opt-In Form Triggers -> Adds Tags to Contact

Adds relevant tags to the contact which would be [LL Core - v1], [Groups - Home], [Appropriate Funnel Tag]

2. Subscription Triggers -> Adds Tags to Contact & Grants Pro Products

Adds and removes tags for both one time payment and subscription premium products based on conditional logic

3. LL Core Tag Trigger -> Grants Access

Gives access to relevant Core Products. These are free so never need to be revoked.

4. LL Plus Tag Trigger -> Grants or Revokes Access

Grants or Revokes Access to Premium Subscription Products offered through Living Library Plus

5. LL Pro Tag Triggers -> Grants Access

Grants Access to Pro Products which are One time fee downloadable so never need to be revoked

Tag Added Trigger = [LL Core - v1] -> Add [OG 150] Tag - Delete after 150 OG's

will eventually be 'drafted' and added to the archive. It is being used at the beginning of The Living Library to indicate OG's or original members

1. Opt-In Form Triggers -> Adds Tags to Contact

These are triggered when a user signs up within a free opt-in form or within the customer portal.

The purpose of these is to add the tags of the relevant products. Because all free products are available in The Living Library Core, we add tags to the contact signing up with any free opt-in form.

Form = Customer Portal

Each workflow does essentially the same thing for it's respective product:

1. We currently tag with [LL Core - v1] to give access to the products themselves.

2. We add tag [Groups - All] to indicate access to the home group.

3. And we add a tag that indicates where they signed up. ie [Customer Portal Signup] tag.

The tags themselves do not give the access, they simply indicate that the contact has met requirements (signup) to have access to the free product.

these tag additions will trigger further automations described later that will grant the access.

2. Subscription Triggers -> Adds Tags to Contact & Grants Pro Products

These tags are triggered due to a change in subscription membership status.

Stripe updates our system with a tag of [Trialing], [Active], or [Canceled] for a specific product which then triggers these workflows.

These subscriptions can be seen in: click Payments in the sidebar > then Subscriptions in the top menu

Clients also will have a tag on their profile that indicates their subscription status [LL Plus - Active] etc

Subscription = Any Community

Within The Living Library, if someone choose to signup for PLUS+ through Customer Portal, this workflow will trigger.

1. At the top is a trigger for each group

2. Then redundant tags are given to make sure that the new subscriber has access to the Core Products

1. Then a conditional statement (if/else) to determine the subscription status

2. Then the relevant tags are added or deleted based on subscription status

Subscription = Living Library Plus

When a client chooses The Living Library Plus+ standalone product within any checkout or funnel, this workflow will trigger based on an update from stripe as to subscription status.

This workflow is setup exactly same as the Subscription = Any Community workflow.

Subscription = Living Library Plus Trial & Any Pro Product Bundle

When a subscriber chooses a bundled product of The Living Library Plus+ along with a Downloadable Pro Product, then one of these workflows will trigger based on a Stripe Subscription trigger

These are setup exactly the same as the previous two(2) examples with 1 key difference.

The difference is that the pro product is granted. This tag is added prior to the subscription conditions because they are permanent products. The bottom half of the workflow handles the subscription.

Here is an example from:

Subscription = Living Library Plus Trial & Embrace Your Weirdness Pro

You can see below that the tag [Embrace Your Wellness Pro] is added to the Customer Profile to indicate the purchase to the customer profile as well as the granting of the Pro product itself.

The reason the Pro product is not simply granted through the 'offer' itself (setup in memberships); is because it is a bundle of a permanent product with a subscription product. If a member cancels their subscription, we want them to be able to maintain the permanent product. This method insures that. It also allows for tagging of purchased products for relevant marketing and promotions moving forward.

Adding future funnel automation for Plus+ products would be done by simply cloning one of these bundle automations and modifying the first 3 items:

1. the trigger

2. the first tag

3. and the product access.

And we can see in the next Figure that The Living Library Plus+ subscription automation is setup the same as the previous products.

3. LL Core Tag Trigger -> Grants Access

These workflows simply grant access to relevant core products when they are added to a Client Profile.

There is however, one caveat:

Tag Added Trigger = [Groups - Home]

Because our system sends (2) emails automatically whenever someone joins a group, and there is no way to shut them off currently. Along with the fact that we give access to 8 groups whenever someone joins. We needed a work around so that new Clients would not get 20 emails upon signup.

So what we do is to simply:

1. enable DND ( Do Not Disturb) for all channels of communication (email, SMS, etc)

2. give access to the relevant groups

3. wait 0.5 minutes

4. disable DND for all channel

Tag Added Trigger = [LL Core v1]

This workflow is very simple and simply gives access to The Living Library Core Product

4. LL Plus Tag Trigger -> Grants or Revokes Access

This Module of workflows triggers when [LL Plus] and [Groups - All] tags are added or removed.

This is not done in 2. Subscription Triggers > to make it easier manage certain modifications to all Plus+ subscriptions later on.

Tags Added Trigger = [Groups - All]

You can see below that the same DND strategy is employed as in Tags Added Trigger = [Groups - Home] so that the client does not get too many emails.

the workflow gives access to all of the groups then disables DND after the 0.5 minute wait time.

Tags Added Trigger = [LL Plus - v1]

This Workflow grant access to The Living Library Plus+ Course Offer

Tags Removed Trigger = [Groups - All]

This simply removes access to each group when the [Groups - All] Tag is removed

Tags Removed Trigger = [LL Plus - v1]

And finally, this workflow revokes access to The Living Library Plus