Workflow Mindmap
Membership automation HighLevel
A HighLevel membership automation map for access control, renewals, failed payments, and cancellations.
Workflow explanation
- When a purchase or subscription is created, apply a single source of truth tag for membership status (Active member + plan).
- Grant access automatically (membership/course) and send login/welcome instructions immediately.
- Run a short activation onboarding (first login, first lesson, first win) to reduce refunds and churn.
- 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.
- 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.
