Tag a contact in Ortto when a user is added to an access group
When a user is added to an access group
Tag a person in Ortto
Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.
SureMembers → OrttoEvents and actions
Use SureMembers events to automate Ortto
Choose a SureMembers event to start an automation, then choose from the Ortto 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 person to an Audience in Ortto when a user is added to an access group
- When a user is added to an access group
- Add a person to an Audience in Ortto
Create or update a person in Ortto when a user is added to an access group
- When a user is added to an access group
- Create or update a person in Ortto
Available in Noptin
Ortto actions
People
3 actions
View actions
- Create or update a person in Ortto
- Remove a person from Ortto
- Unsubscribe a person from Ortto
Audiences
2 actions
View actions
- Add a person to an Audience in Ortto
- Remove a person from an Audience in Ortto
Tags
2 actions
View actions
- Tag a person in Ortto
- Remove a Tag from a person in Ortto
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
SureMembers: A simple yet powerful way to add content restriction to your website.
Ortto: Ortto is an email marketing software designed to help small businesses and bloggers easily create, send, and track email campaigns, focusing on simplicity and effectiveness to improve audience engagement and conversions.
What information can you send?
Connect Ortto, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the SureMembers event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Ortto account and the audience selected.
Start here
Set up SureMembers and Ortto with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for SureMembers and Ortto from Noptin → Extensions. How to activate your license.
- Install and set up SureMembers on your WordPress site. Connect Ortto in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose a SureMembers event to start the automation.
- Choose a Ortto action from 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.
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