1.Detect new paid charge
Integrate Circle and payment data tools to detect each new paid charge and extract member name, email, timestamp, and plan identifier to onboard contacts.
Add new paid community members to marketing lists promptly
Automatically monitor new paid charge events for paid community members across Circle, Formatter by Zapier, Filter by Zapier, and ActiveCampaign. Create and update when paid charge posts, plan identifier indicates trial, or payment timestamp recordsβso you can add contacts, set renewal dates, and onboard without manual list updates.
How this automation accelerates list onboarding for paid members
When new paid community members remain unadded to the right lists, onboarding delays can hurt renewals. This automation captures Circle charge events, enriches renewal dates, and updates ActiveCampaign contactsβso your team can launch campaigns faster.
Circleor swap with your favorite app
2.Split name and format timestamp
Integrate Formatter by Zapier and data transformation tools to split full name into first and last name and format the payment timestamp to prepare renewal calculations.
Formatter by Zapieror swap with your favorite app
3.Route by plan type
Integrate Filter by Zapier and routing tools to route each member to the monthly, quarterly, semiannual, or trial path based on plan type to calculate the right interval.
Filter by Zapieror swap with your favorite app
4.Calculate renewal date interval
Integrate Formatter by Zapier and date manipulation tools to add the interval and output a renewal date to set the renewal date field accurately.
5.Create or update contact and lists
Integrate ActiveCampaign and email list tools to create or update contact records, add to the active or trial list, and set tags and subscriber status to keep lists current.
ActiveCampaignor swap with your favorite app
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