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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 a campaign that manages failed membership subscription payments.

Steps


  • Create a new campaign, or select an existing campaign you’d like to add your recharge automation to.
  • Clickand add an “Open order is charged or updated” trigger to your campaign.
    1. Select your product from the first dropdown.
    2. Select “Charged but declined” on the second dropdown.
    3. Clickand select “Has access to WordPress membership level.”
      1. Select your site and membership level from the “Has access to” dropdown.
    4. Edit your trigger settings to fit your campaign.
    5. Click  .
  • Click  and add a  element.
    1. Click  to edit the settings.
    2. Select your site and membership level in the “Remove access to” dropdown.
    3. Click .
  • Click   and add a  element.
    1. Clickand select “open order is charged or updated.”
    2. Select your membership product in the first dropdown.
    3. Select “Charged and successful” in the second dropdown.
    4. Adjust your goal settings if necessary.
    5. Click .
  • Click  under your goal element and add a  element.
    1. Select your site and membership level from the “Add access to” dropdown.
    2. Click.
  • Add an  below your “update membership access” element.