3
votes
Memberpress Corporate Accounts Expired / Active Tags
It would be great if we could change a sub-account (corporate) tag in memberpress to state whether that sub-account user membership has expired or is active.
Without knowing this we can only know the active or inactive members that pay for the membership.
If we could have a tag sub-account user inactive tag and or active tag that would be awesome!
Thomas Amos shared this idea
Thanks Thomas, just to clarify….
I see that sub-account members cannot remove themselves from the parent account.
However, the account owner can click Manage Sub Accounts, and then remove sub-members from the corporate account.
Are you saying you’d like an option to apply tags when a sub-account user is removed?
Or perhaps it would be better to have a checkbox like “Remove Tags”, so that the “Apply Tags – Corporate Account” tags are removed when the sub-account member is removed? That way you could keep track of who currently is / is not a sub-account member.
We could do either of those things pretty easily.
If you’re talking about, for example, when the parent account expires, tagging all the sub-members as expired…. this isn’t possible at the moment due to the amount of time that the API calls take to apply the tags. If a parent account expired and had 10+ sub-members, trying to tag all of them at once would crash your site. We don’t currently have a system in place that can handle tagging many people at the same time in that way.
Let me know if a “Remove Tags” checkbox would work for you though and we could get that into an upcoming release. Thanks!
This is somehow related:
In the MP integration, there’s an option to “Apply these tags to members added as sub-accounts to this account” and also a checkbox to “Remove tags applied to sub accounts (above) when the parent corporate membership is cancelled.”
This covers the case where the entire parent corporate account is cancelled, but there’s no similar option for when a parent removes an individual sub-account.
The issue we’re running into is that, when a sub-account is removed individually by the parent, their tags in ActiveCampaign remain unchanged. This means they continue running through automations (for example, ongoing drip-feed email sequences that grant them access to content), even though they’re no longer part of the membership.
It would be very useful if WP Fusion could also apply a specific tag when a sub-account is removed (by the parent or by admins). That way, we could use that tag in ActiveCampaign to immediately pull the contact out of any automations they’re currently in and stop further emails from going out.
Thanks!
Hi Cesar,
Thanks for the detailed explanation of your use case!
You’re absolutely right that the current “Remove tags” option only handles the scenario where the entire parent corporate account is cancelled, not when individual sub-accounts are removed.
We generally don’t *apply* tags when conditions are removed (like when someone leaves a membership), since this would create a lot of scenarios where tags are being applied based on negative actions throughout our integrations.
However, I agree that adding an option to remove the tags that were originally applied when a sub-account is added would fit well with our existing integration patterns. This would be similar to how the checkbox works for when the parent membership is cancelled – we’d be removing the tags that were specifically applied when that sub-account was created.
We’ll add it to the next release. It makes sense to have a checkbox like “Remove tags applied to sub accounts (above) when the sub-account is removed” to handle the scenario you’re describing.
Thanks for the thoughtful feature request!