Happyforms → Paid Memberships ProEvents and actions

Use Happyforms submissions to automate Paid Memberships Pro

When a specific Happyforms form is submitted, start an automation, then choose from the Paid Memberships Pro 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.

Change a user's membership level when someone submits a form in Happyforms

When a specific Happyforms form is submitted.
Change a user's membership level

Choose a form that identifies an existing user or member by email. Use [[email]] in the Paid Memberships Pro action, then select or enter the membership level.

Available in Noptin

Happyforms events

Forms

1 event

When a specific Happyforms form is submitted.

Available in Noptin

Paid Memberships Pro events and actions

Memberships

2 events · 2 actions

View events and actions

Events

When a user's membership level changes
When a user's membership level is cancelled

Actions

Change a user's membership level
Cancel a user's membership level

About this connection

How the two tools fit together

Happyforms: Noptin lists published Happyforms forms so you can choose which one starts the automation.

Paid Memberships Pro: The most complete member management and membership subscriptions plugin for WordPress.

What information can you send?

The Happyforms form trigger provides the person's email from a submitted email field, or from their logged-in account when the form has no email field. Noptin exposes it as [[email]]. Use it to find an existing account, then choose the membership level in the Paid Memberships Pro action.

Available details depend on the Paid Memberships Pro event or action you choose and any fields configured on your site.

Start here

Set up Happyforms and Paid Memberships Pro with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Happyforms from Noptin → Extensions. How to activate your license.
Install and set up Happyforms and Paid Memberships Pro 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

Select the Happyforms form whose submissions should start the automation.
Choose Membership Level > Change, use [[email]] for the existing account, and select the membership level.
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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