How to Automatically Add Discount Tags to Shopify Customers with Pabbly Connect and MemberPress

Learn how to use Pabbly Connect to automatically add discount tags to Shopify customers when they sign up in MemberPress. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automatically add discount tags to Shopify customers when they sign up in MemberPress, you will use Pabbly Connect. Start by accessing Pabbly Connect at their official website. If you are a new user, sign up for a free account to get started with automation.

Once logged in, you will see the dashboard. Click on the blue button labeled ‘Create Workflow’. Here, you will provide a name for your workflow, such as ‘Add Discount Tag for MemberPress Signups’. After naming your workflow, click on ‘Create’ to proceed.

2. Creating the Trigger in MemberPress

In this step, you will set up the trigger in MemberPress using Pabbly Connect. Select MemberPress as your application and choose the trigger event ‘Member Sign Up Completed’. This event will trigger the automation whenever a new member signs up.

• Select ‘MemberPress’ as the application.
• Choose ‘Member Sign Up Completed’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your MemberPress dashboard and go to ‘Add-ons’ > ‘Developer Tools’. Ensure the Developer Tools add-on is active. Then, add a new webhook and paste the copied URL. Save the changes to connect MemberPress with Pabbly Connect.

3. Testing the Trigger Setup

Now that you have set up the trigger, it’s time to test it. Sign up for a new membership in MemberPress to generate a test submission. After signing up, return to Pabbly Connect and check for the webhook response.

Ensure that the signup details, including the username and email address, are captured correctly in Pabbly Connect. This confirms that the integration is working as expected. You should see the details of the newly signed-up member reflected in the response.

4. Searching for Existing Shopify Customers

With the trigger successfully tested, the next step involves checking if the new member is an existing Shopify customer. In Pabbly Connect, select Shopify as the next application and choose the action event ‘Find Customer’. This will allow you to search for the customer using their email address.

• Select ‘Shopify’ as the application.
• Choose ‘Find Customer’ as the action event.
• Map the email address from the MemberPress data.

After mapping the email address, click ‘Save and Send Test Request’. This will check if the customer exists in Shopify. If the response is positive, you can proceed to the next step of adding the discount tag.

5. Adding Discount Tag to Shopify Customer

The final step is to add the discount tag to the Shopify customer’s profile using Pabbly Connect. Select Shopify again, but this time choose the action event ‘Update Customer’. This will allow you to update the customer’s profile with the discount tag.

Map the customer ID from the previous step and enter the discount tag you wish to assign (e.g., ‘Pabbly 25’). Click ‘Save and Send Test Request’ to apply the tag. Once completed, verify the customer’s profile in Shopify to ensure the discount tag has been successfully added.

Conclusion

By following this tutorial, you have learned how to use Pabbly Connect to automatically add discount tags to Shopify customers when they sign up in MemberPress. This automation not only saves time but also enhances customer experience by providing instant discounts. Start automating your processes with Pabbly Connect today!