General Instruction video
Setting Up Post-Payment Actions
Post-payment actions in Member Splash allow you to automatically update member accounts after a product has been paid for. This is a powerful tool that helps automate membership workflows and improve the user experience by reducing manual updates.
What Are Post-Payment Actions?
A post-payment action is a rule that triggers a change in a member’s account once a specific product has been paid. These actions can:
Change a member's account type (e.g., from “Offered Membership” to “Family Membership”)
Add or remove account tags (e.g., removing a "Bond Owed" tag after payment is made)
Membership Fee Products and Automatic Status Changes
Products categorized with the Membership Fee type (identified by the slug membership-fee) will trigger certain automatic changes:
If the product uses flat-rate pricing, the member’s account and all members will automatically be marked as Paid once the product is paid.
If the product uses per-member pricing, individual members on the account will be marked as Paid instead.
These actions happen automatically and do not require separate post-payment rules to be configured.
Example 1: Changing Account Type After Payment
Let’s say you want to automatically change a member’s account type from “Offered Membership” to “Family Membership” once they pay their annual dues.
Here’s how to set it up:
Go to the Product
Navigate to the product that will trigger the action (e.g., Annual Family Member Dues) and click Edit.Enable Post-Payment Actions
Scroll down to the Post Payment Action section and check the box to enable it.Add a Rule
Click Add Rule.Set the Starting Condition (Left Side)
Click Add Condition
Select:
Account Type>is any of> choose Offered Family Membership
Set the Ending Condition (Right Side)
Click:
Choose New Value>Account Type> select Family Membership
Save Changes
Scroll to the top and click the blue Update button to finalize.
Example 2: Modifying Account Tags After Payment
You can also create rules to add or remove tags based on payment activity.
Add Another Rule
Click Add Rule again to start a second action.Set Starting Condition (Left Side)
Click Add Condition
Choose:
Account Tag>has tag> select the current tag (e.g., Bond Owed)
Set Ending Condition (Right Side)
Choose:
New Value>Account Tag> select the tag change (e.g., Remove tag)
Save Changes
Click the blue Update button at the top to apply the rule.
