Simple Membership → EmailOctopusEvents and actions

Use Simple Membership events to automate EmailOctopus

Choose a Simple Membership event to start an automation, then choose from the EmailOctopus actions listed below. The action settings show what information you need to provide.

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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.

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

  1. When a member's membership level changes
  2. Tag a contact in EmailOctopus

Choose the tag and the list in the action settings. The action is set to create the contact if they do not exist.

Add a contact to a List in EmailOctopus when a member's membership level changes

  1. When a member's membership level changes
  2. Add a contact to a List in EmailOctopus

Tag a contact in EmailOctopus when a member registers

  1. When a member registers
  2. Tag a contact in EmailOctopus

Available in Noptin

EmailOctopus actions

Lists

2 actions

View actions
  • Add a contact to a List in EmailOctopus
  • Remove a contact from a List in EmailOctopus

Tags

2 actions

View actions
  • Tag a contact in EmailOctopus
  • Remove a Tag from a contact in EmailOctopus

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.

EmailOctopus: EmailOctopus is an email marketing platform that provides businesses with tools to create, send, and analyze email campaigns, focusing on affordability and simplicity to help users effectively engage their audience.

What information can you send?

Connect EmailOctopus, 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. Lists, tags, and custom fields depend on the connected EmailOctopus account and the audience selected.

Start here

Set up Simple Membership and EmailOctopus with Noptin

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

  1. Choose a Simple Membership event to start the automation.
  2. Choose a EmailOctopus 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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