Charitable → SureMembersEvents and actions

Automate Charitable and SureMembers together

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

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Automation ideas

Ways to connect these tools

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

Add a user to an access group when a donation is completed

  1. When a donation is completed
  2. Add a user to an access group

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

SureMembers events and actions

Memberships

3 events · 2 actions

View events and actions

Events

  • When a user is added to an access group
  • When a user is removed from an access group
  • When an access group is published

Actions

  • Add a user to an access group
  • Remove a user from an access group

About this connection

How the two tools fit together

Charitable: Fundraising and donation management for WordPress.

SureMembers: A simple yet powerful way to add content restriction to your website.

Start here

Set up Charitable and SureMembers 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 SureMembers from Noptin → Extensions. How to activate your license.
  3. Install and set up Charitable and SureMembers 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 a Charitable event to start the automation.
  2. Choose a SureMembers action from 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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