WP eMember → CustomerlyEvents and actions

Use WP eMember events to automate Customerly

Choose an event from WP eMember 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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WP eMember

Customerly

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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.

Tag a contact in Customerly when a member's membership level changes

When a member's membership level changes
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.

Create or update a user / lead in Customerly when a member's membership level changes

When a member's membership level changes
Create or update a user / lead in Customerly

Tag a user / lead in Customerly when a member registers

When a member registers
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

WP eMember events and actions

Memberships

2 events · 2 actions

View events and actions

Events

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

Actions

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

About this connection

How the two tools fit together

WP eMember: A WordPress membership plugin that allows you to protect your digital products, premium content, and other members-only resources.

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 WP eMember 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 WP eMember and Customerly with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for WP eMember and Customerly from Noptin → Extensions. How to activate your license.
Install and set up WP eMember on your WordPress site. Connect Customerly in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose an event from WP eMember 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.

Ready to connect WP eMember and Customerly?

Build the automation in your WordPress dashboard with Noptin.

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