Happyforms → SureMembersEvents and actions

Use Happyforms submissions to automate SureMembers

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

Add a user to an access group when someone submits a form in Happyforms

When a specific Happyforms form is submitted.
Add a user to an access group

Choose a form that identifies an existing user or member by email. Use [[email]] in the SureMembers action, then select the access group.

Available in Noptin

Happyforms events

Forms

1 event

When a specific Happyforms form is submitted.

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

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

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

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 access group in the SureMembers action.

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

Start here

Set up Happyforms and SureMembers with Noptin

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

See how to install a premium extension.

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Put it together

Set up the automation in WordPress

Select the Happyforms form whose submissions should start the automation.
Choose Access Group > Add, use [[email]] for the existing account, and select the access group.
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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