This article is for those building a membership site using WordPress and PilotPress. If you're using Ontraport Membership Sites, click here. If you're getting started and don't know which to choose, this article will help.
When you sell access to your membership site, it’s important to set up automation that temporarily removes your members’ site access when they haven’t paid their dues and restores it once they have. Follow the steps below to set up automation that manages failed membership subscription payments.
- Create a new automation map, or select an existing map you’d like to add your recharge automation to.
- Click
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and add an “Open order is charged or updated” trigger to your map.- Select your product from the first dropdown.
- Select “Charged but declined” on the second dropdown.
- Click Add Condition and select “Has access to WordPress membership level.”
- Select your site and membership level from the “Has access to” dropdown.
- Edit your trigger settings to fit your needs.
- Click Done.
- Click What Happens Next? and add a Remove WP Membership Access element.
- Click Remove WP Membership Access to edit the settings.
- Select your site and membership level in the “Remove access to” dropdown.
- Click Done.
- Click What Happens Next? and add a Goal element.
- Click Add Goal and select “open order is charged or updated.”
- Select your membership product in the first dropdown.
- Select “Charged and successful” in the second dropdown.
- Adjust your goal settings if necessary.
- Click Done.
- Click What Happens Next? under your goal element and add a Give WP Access element.
- Select your site and membership level from the “Add access to” dropdown.
- Click Done.
- Add an End below your “update membership access” element.
