Workflow Mindmap

Membership automation HighLevel

A HighLevel membership automation map for access control, renewals, failed payments, and cancellations.

Workflow explanation

  1. When a purchase or subscription is created, apply a single source of truth tag for membership status (Active member + plan).
  2. Grant access automatically (membership/course) and send login/welcome instructions immediately.
  3. Run a short activation onboarding (first login, first lesson, first win) to reduce refunds and churn.
  4. Handle billing events as explicit branches:
    • Renewal success: receipt and continue.
    • Payment failed: dunning sequence with clear retries and a recovery branch.
    • Cancel requested: confirm, revoke access, and stop ongoing sequences.
    • Pause requested: tag and stop content delivery until restart conditions are met.
  5. Keep membership state mutually exclusive (Active, Paused, Payment failed, Canceled) so reporting and access rules never conflict.

Want this tailored to your exact pipeline, tags, and integrations? Send project details.