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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.

Plan
Personal planNeeds the Personal plan or above
Size
8 steps · Advanced

Works with

  • Paid Memberships Pro
  • WordPress
  • FluentCRM
  • BuddyPress

The workflow

Every step, as it appears in the editor

Step names come straight from FlowWP. Branches are labelled the way the editor labels them.

  1. Paid Memberships Pro logoTrigger · Paid Memberships ProA user gets a Paid Memberships Pro level
  2. Action · EmailSend Email
  3. FluentCRM logoAction · FluentCRMAdd or update a FluentCRM contact
  4. BuddyPress logoAction · BuddyPressAdd a member to a BuddyPress group
  5. Action · DelayDelay
  6. Action · EmailSend Email
  7. Action · DelayDelay
  8. Action · EmailSend Email

After you choose it, every step can be changed, moved or removed.

Need it slightly different?

Describe the workflow you want in a sentence and the AI workflow builder drafts it for you.

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Membership

More Membership templates

See all Membership templates
    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 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 Paid Memberships Pro order is refunded (Paid Memberships Pro)
    2. Paid Memberships Pro logoAction: Cancel a user’s Paid Memberships Pro level (Paid Memberships Pro)
    MembershipBusiness plan

    Cancel a membership when its order is refunded

    A refunded Paid Memberships Pro order takes away the level it paid for, so refunds and access stay in step.

    2 stepsBeginner

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