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WordPress Membership Site Automation

Onboard new members, chase failed renewals, win back the ones who lapse and keep levels, roles, groups and Discord access in step — for MemberPress, Paid Memberships Pro, Ultimate Member and BuddyPress.

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Works with

Example workflow

Win back expired members

  1. Paid Memberships Pro logoTrigger · Paid Memberships ProA user’s Paid Memberships Pro level ends
  2. Action · DelayDelay
  3. Action · EmailSend Email
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The problem

What makes this slow by hand

  • Failed renewals go unnoticed

    A declined card ends a membership quietly, and the member never hears why.

  • Onboarding is a receipt

    New members get a confirmation, then nothing that helps them settle in.

  • Access lives in several places

    A membership level, a WordPress role, a community group and a Discord role all have to agree, and they drift apart.

  • Lapsed members are forgotten

    Nobody reaches out when a membership ends.

How FlowWP handles it

The same work, as workflows on your own site

  • Every membership event is a triggerNew members, cancellations and expiries in MemberPress start workflows on every plan; payments, renewals and Paid Memberships Pro levels add more.
  • Rescue failed paymentsWhen a renewal is declined, email the member straight away and tell whoever chases payments.
  • Onboard over the first weekDelays spread a welcome, a few tips and an invitation to the community over several days.
  • Keep access in stepGive or remove a membership, set an Ultimate Member role, add someone to a BuddyPress group or give them a Discord role.
  • Win members backWhen a level ends, wait, check they have not rejoined, and send an offer.
  • Reward the active onesAward GamiPress points, achievements and ranks, and give real perks when members rank up.

Built on

Example workflows

Ready-made workflows to start from

Browse all templates
    1. Paid Memberships Pro logoTrigger: A user gets a Paid Memberships Pro level (Paid Memberships Pro)
    2. Action: Send Email (Email)
    MembershipPersonal plan

    Welcome new members

    Email members the moment they get a Paid Memberships Pro level.

    2 stepsBeginner
    1. Paid Memberships Pro logoTrigger: A user gets a Paid Memberships Pro level (Paid Memberships Pro)
    2. Action: Send Email (Email)
    3. FluentCRM logoAction: Add or update a FluentCRM contact (FluentCRM)
    4. BuddyPress logoAction: Add a member to a BuddyPress group (BuddyPress)
    5. Action: Delay (Delay)
    6. +3 more steps
    MembershipPersonal plan

    Onboard new members over their first week

    A new Paid Memberships Pro member is welcomed, saved in FluentCRM, added to your members’ BuddyPress group, then sent tips on day two and a feedback request on day seven.

    8 stepsAdvanced
    1. MemberPress logoTrigger: A MemberPress payment fails (MemberPress)
    2. Action: Send Email (Email)
    3. Action: Delay (Delay)
    4. MemberPress logoCondition: A user is an active MemberPress member (MemberPress)
    5. Action: Send Email (Email)
    6. +2 more steps
    MembershipPersonal plan

    Save MemberPress members whose payment failed

    Ask the member to update their card at once. Three days later, remind anyone still active, or invite back anyone whose membership has lapsed and tag them in FluentCRM.

    7 stepsAdvanced
    1. Paid Memberships Pro logoTrigger: A user’s Paid Memberships Pro level ends (Paid Memberships Pro)
    2. Action: Delay (Delay)
    3. Action: Send Email (Email)
    MembershipPersonal plan

    Win back expired members

    Three days after a membership expires — not when it is cancelled — invite the member back.

    3 stepsIntermediate
    1. Paid Memberships Pro logoTrigger: A Paid Memberships Pro recurring payment fails (Paid Memberships Pro)
    2. Action: Send Email (Email)
    MembershipBusiness plan

    Tell members when a renewal payment fails

    When a Paid Memberships Pro renewal is declined, ask the member to update their card before their access lapses.

    2 stepsBeginner
    1. WPForms logoTrigger: A WPForms form is submitted (WPForms)
    2. Discord logoAction: Give a Discord member a role (Discord)
    3. Discord logoAction: Create a Discord invite link (Discord)
    4. Action: Send Email (Email)
    MessagingBusiness plan

    Give members their Discord role

    A form where someone hands over their Discord ID gets them the role that opens the members-only channels, a welcome message from the bot, and an invite link if they are not in the server yet.

    4 stepsIntermediate

Use cases

Worked through, step by step

All use cases

Integrations

The plugins and apps involved

Before you start

  • Which plan you need. MemberPress joins, purchases, renewals, cancellations and expiries are triggers on every plan, including Free. Failed and refunded MemberPress payments, Paid Memberships Pro levels, Ultimate Member roles and adding someone to a BuddyPress group start on Personal. Paid Memberships Pro renewals and refunds, and Discord roles, are on Business.
  • Billing stays with your membership plugin. Giving someone a MemberPress membership records a manual transaction with no payment. Cancelling a subscription stops recurring billing at the payment gateway, and access lasts until the paid period ends.
  • Discord roles need a bot. A Discord webhook can only post messages; giving members a role needs a Discord connection with a bot token.
  • Check before you act. Conditions such as “is an active MemberPress member” let a win-back workflow skip people who have already rejoined.

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