Tag a contact in Customerly when a member registers
When a member registers
Tag a user / lead in Customerly
Choose the tag and the contact type in the action settings. The action is set to create the contact if they do not exist.
Simple Membership → CustomerlyEvents and actions
Use Simple Membership events to automate Customerly
Choose an event from Simple Membership to start an automation, then choose from the Customerly actions listed below. The action settings show what information you need to provide.
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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.
Create or update a user / lead in Customerly when a member registers
- When a member registers
- Create or update a user / lead in Customerly
Tag a user / lead in Customerly when a member's membership level changes
- When a member's membership level changes
- Tag a user / lead in Customerly
Available in Noptin
Customerly actions
Users / Leads
2 actions
View actions
- Create or update a user / lead in Customerly
- Unsubscribe a user / lead from Customerly
Tags
2 actions
View actions
- Tag a user / lead in Customerly
- Remove a Tag from a user / lead in Customerly
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
Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.
Customerly: Customerly is a customer service platform that combines live chat, email marketing, and customer feedback tools to help businesses improve customer support, engagement, and satisfaction through streamlined communication and automation.
What information can you send?
Connect Customerly, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Simple Membership event or action you choose and any fields configured on your site. Available fields depend on the selected Customerly contact type and the connected account.
Start here
Set up Simple Membership and Customerly with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Simple Membership and Customerly from Noptin → Extensions. How to activate your license.
- Install and set up Simple Membership on your WordPress site. Connect Customerly in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Simple Membership to start the automation.
- Choose an action from Customerly in the list above and fill in its required settings.
- 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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