Check your plan
Basic automations are included with all Kartra plans. Advanced automations are included with the Growth plan and above.
- Learn more about basic vs advanced automation
- Review or change your subscription in your account Billing.
Use automation rules to grant or revoke access to a membership when something else happens in your account.
- Revoking membership access does not automatically cancel any recurring charges associated with the member unless you have an automation configured to do so.
- Likewise, canceling a subscription does not always revoke membership access automatically. This depends on how the membership access was originally granted:
- If the membership is linked as a product’s content, canceling the subscription will automatically revoke access.
- If access was granted separately through an automation, you must also create an automation to revoke access when the subscription is canceled.
- Review your product and automation setup carefully to ensure members do not retain access after cancellation or continue being charged after access is removed.
Membership access with a basic automation rule
Basic automation rules are configured in the setup wizard for the different types of assets you can create. These rules are triggered by a limited set of events specific to the parent asset.
Open the asset you want to modify and go to the Basic automation step
Click + New Automation
- Use the IF drop-down to select the trigger. This is the event that will cause the rule to start.
Click Add to save the trigger- A new AND drop-down statement appears
- Define an AND condition for the automation (Optional)
- Use the THEN drop-downs to define the action Grant access to membership
Click Add to save the action- A new AND drop-down statement appears
- Define an additional AND action for the automation (Optional)
- Save the rule
- Save the Basic automation module and complete the asset setup wizard
Membership access with an advanced automation rule
Advanced automations are standalone rules found in Marketing > Automations. Rules can be triggered by a wide variety of events and lead behavior.
Go to Automations
Click + New Automation
- Use the IF drop-down to select and define the trigger. This is the event that will cause the rule to start.
Click Add to save the trigger- A new AND drop-down statement appears
- Define an AND condition for the automation (Optional)
- Use the THEN drop-downs to define the action Grant access to membership
Click Add to save the action- A new AND drop-down statement appears
- Define an additional AND action for the automation (Optional)
- Save the rule
Pro tip
Use advanced automations to create unique user journeys! Trigger membership access based on a lead score (shown in the example above), whether a lead completes a video, or completes an access level from another membership.