Charitable → Simple MembershipEvents and actions

Automate Charitable and Simple Membership together

Use Charitable events to run Simple Membership actions, or Simple Membership events to run Charitable actions. Explore both lists below to choose a workflow.

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Change a member's membership level when a donation is completed

  1. When a donation is completed
  2. Change a member's membership level

Available in Noptin

Charitable events and actions

Donations

2 events · 1 action

View events and actions

Events

  • When a donation is completed
  • When a donation status changes

Actions

  • Change the status of a donation

Campaigns

2 actions

View actions
  • Create or update a campaign
  • Delete a Charitable campaign

Available in Noptin

Simple Membership events and actions

Memberships

3 events · 2 actions

View events and actions

Events

  • When a member registers
  • When a member's membership level changes
  • When a member's membership status changes

Actions

  • Change a member's membership level
  • Change a member's membership status

About this connection

How the two tools fit together

Charitable: Fundraising and donation management for WordPress.

Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.

Start here

Set up Charitable and Simple Membership with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Charitable and Simple Membership from Noptin → Extensions. How to activate your license.
  3. Install and set up Charitable and Simple Membership on your WordPress site.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from Charitable to start the automation.
  2. Choose an action from Simple Membership in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

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