How to Manually Grant Access to Memberships

Modified on Tue, 06 Dec 2022 at 09:04 AM

You may want to manually grant access to a membership. Perhaps you are migrating over from another system and you don’t want to charge customers who’ve already paid, or you just want to give it to a particular person for free. If it’s a membership that has a paid option, follow these steps to grant free access:

Step 1: Setup the Free Offer. Create a new offer, or duplicate an existing one. (You can follow our other tutorials if you need help setting up a new offer).

  • To duplicate an existing offer, clone the product.

  • Add your offer.
  • Preview and copy the URL from the free offer. (You'll need it in a later step.)

Step 2: Create a Tag for the Free Offer

  • Under Tags, create a tag such as “Offer A - Free Membership Access”

Step 3: Setup the appropriate triggers.

  • Trigger 1 When Tag (created in Step 2) is added, then grant offer. (Filter the free offer you created in Step 1). 
    • Save and Activate the Trigger.

  • Trigger 2 When Offer Access Granted, send an email.
    • Here you will need to paste in the link copied in Step 1.
      • NOTE: DO NOT use the custom value for login URL, as that requires a password.
    • Save and Activate the Trigger.

  • Step 4: Add the Tag (created in Step 2) to grant the offer to one or multiple contacts.
    • This can be done when importing a list, or by adding to existing contact record(s).

NOTE: Membership New Signup signifies an action was done by the contact– they filled out a form, made a purchase, etc. while Offer Access Granted implies an action done by YOU giving them permission to access the offer.

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