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 a membership level when someone submits a form in Happyforms
When a specific Happyforms form is submitted.
Add a user to a membership level
Choose a form that identifies an existing user or member by email. Use [[email]] in the WishList Member action, then select or enter the 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.
WishList Member: Connect WishList Member membership levels and members to Noptin.
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 WishList Member action.
Available details depend on the WishList Member event or action you choose and any fields configured on your site.
Put it together
Set up the automation in WordPress
- Select the Happyforms form whose submissions should start the automation.
- Choose Level > Add Member, 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.