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How to automatically add and remove members to and from different Circle community spaces

CIRCLE

Introduction

In this article, you’ll learn how to automatically add new members to different spaces in your Circle community based on the membership they have paid for.

With this, you will be able to create private spaces in Circle for each membership that you have on your website.

If you haven’t connected Circle with your WordPress website yet, please check our step-by-step tutorial on how to do that, here:

Migrating from Invision Community to Circle

Requirements: 

1 – MemberPress

2 – Circle.SO

3 – Zapier – For the automation, you will need the pro version which costs $19.99/mo or you can purchase automation from us which starts from $5/mo using this link.

Connect MemberPress with Zapier

1 – Here you’ll need to login into your Zapier account and on the left sidebar you will find apps.

ss 1 - How to automatically add and remove members to and from different Circle community spaces

2 – Click on add connection

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3 – Search for MemberPress and click on MemberPress (2.0.0).

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4 – Then the connection will pop out where you will need to add your MemberPress API key and your website URL.

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4.1 – In order to get your API key from MemberPress you will need to install their Developer Tools Addon.

After you got that one installed, you will need to go to WordPress Dashboard -> MemberPress -> Developer – > Rest API tab.

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4.2 – The second thing that you need will be the URL of your website. After you added both of them, hit the “Yes, continue” button.

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We are all set with the MemberPress connection.

Note: In case the connection is not working, please repeat the same process with MemberPress and MemberPress (1.0.1) versions.

Connect Circle.so with Zapier

First, you will need to connect Circle with Zapier, let’s get started :).

1 – Here you will need to login into your Zapier account and on the left sidebar you will find apps.

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2 – Click on add connection

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3 – Search for Circle and click on the first item

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4 – On the next step you will need the API token, let’s grab that one.

4.1 – In order to get the API key from Circle, you will have to click on the name of the community dropdown and hit the settings button.

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4.2 – After you hit the settings button you will need to click the account button and then the API button

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4.3 – Click on the Create an API token button

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4.4 – After you clicked on the button, enter your name for what you want to use the API key, and then click on Create button.

4.5 – After the token is created copy it and add it to the connection

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Create the Zap for adding new members to private spaces

Here we will have 3 big steps that we need to complete. 

Add the Transaction completed trigger

1.1 – Click on the “Create Zap” button

1.2 – In the first step you will have to search for MemberPress and add it as the trigger

1.3 – Select the event as “Transaction Completed”

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1.4 – Click on Continue

1.5 – Now, we have to select the account that we set up in our previous step.

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After you click on Continue it will ask you to test the trigger which will pull out the latest transactions from MemberPress

Filter the Zapier based on the Membership ID

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2.1 – On the Choose field, you have to open the dropdown and type “membership” then select the Membership ID

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2.2 – On the Choose Condition select “Contains”

2.3 – On the Enter text or insert data add the number of the Membership ID; you will get this ID from WordPress Dashboard -> MemberPress -> Memberships -> First Column (under ID)

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After you click on Continue it will ask you to test the action which will test if the data will pass or not.

Note: In case a transaction was created but it was destined for a different membership then the Zap will stop.

Add the new member to the private space that you want

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3.1 – After you selected the App, you will need to add your event. The event will be “Add Member to Space”

3.2 – After you clicked on the continue button you will have to select your connected account done in the first step of this guide.

3.3 – In this action, we have 3 small steps to follow

a) Community – Here you will select from the dropdown the name of your community.

b) Space – Select the name of the private space that you want to add them to.

c) Email – Here you will have to select the email from the trigger “Transaction Completed”

Here you will need to open the dropdown and search for email and you will select “Member Email”

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The final look of the action will look like this: 

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One final note for this step: Your members will be added to the space, but they will not appear on your space until they will open your community

Create the Zap for removing members from private spaces

To remove expired members from the forum we need to build two additional Zaps. The process will be very similar to the one that we just built in the previous step.

The only difference will be the event.

A) The first one will be the “Transaction Expired”

1 –  Add the Transaction expired trigger

The steps are the same as the above until 1.3. Here the 1.3 will be:

1.3 – Select the event as “Transaction Expired”

2 – Filter the Zapier based on the Membership ID

This step will be entirely the same

3 – Remove the member from the private space that you want

The only difference here will be the event described above from the first Zap called “Add Member to Space”

Here it will be “Remove Member From space”

This is the only difference.

B) The second one will be the “Transaction Failed”

The only difference here from the “Transaction Expired” Zap will be the event from the first step. 

Here the event you will need to select will be “Transaction Failed”

Note: Steps 2 & 3 are the same

Conclusion 

With the following Zapiers that we have built in the above steps, you will be able to control your forum spaces way better.

Need help setting this up?

We can help!

Just contact us — and let us know how we can assist you. 

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