Add Users to Access Groups Using OttoKit

SureMembers lets you safeguard your website content by creating Access Groups. These access groups make sure that your content is only visible to people who are part of the given access group.

You can either add people to access groups manually or let OttoKit do it automatically when certain conditions are met.

For example – If someone purchases your course on an E-commerce platform like SureCart or WooCommerce, OttoKit can automatically add them to SureMembers access groups.

In the following guide, we will walk you through the process of adding users automatically in SureMembers using OttoKit.

What is OttoKit?

OttoKit makes your work easier by connecting different apps and automating processes. It works smoothly with WordPress and other apps, allowing you to create automation workflows.

With OttoKit, you can perform actions in one app when something happens in another app.

For instance, when a customer purchases from your E-commerce store like SureCart or WooCommerce (trigger), you can set up an action to enroll the buyer into a SureMembers access group.

It helps you save time and effort!

How to Get OttoKit

Once you’ve recognized the advantages of automation for yourself and your business, Getting Started with OttoKit is a straightforward process.

Simply visit the OttoKit website and click on the “Sign Up” button.

You’ll be guided through a straightforward registration process, where you’ll create an account with your basic details like name, email address, and a secure password.

Or you can simply sign up using your Google account details in a few clicks.

Once you provide the information, you’ll get a one-click verification email to the email address that you used for registering.

Once you’ve verified your email, you’re ready to embark on your automation journey!

How to Connect OttoKit with SureMembers

To connect your OttoKit account with SureMembers, you can simply install and activate the OttoKit plugin on the site where you’re using SureMembers.

If you need help installing OttoKit on your WordPress site, our official documentation is here for you!

Once you’ve installed OttoKit plugin on your website, you will be able to use OttoKit within your WordPress admin area and create workflows that involve SureMembers.

How to Create Workflow to Automatically Add Users in Access Groups

Once you’ve connected OttoKit to your WordPress site where SureMembers is installed, you can simply follow the steps below.

Step 1: Setting Up Trigger for SureCart Purchase.

• Click on Create Workflow to create a new automation.

• Give your workflow a name for easy reference. For example – Automatic user enrollment.

• Click on the Add Trigger button.

• Select the app that should trigger your workflow. We’ll take SureCart as an example. It’s important to note that OttoKit is compatible with a wide range of applications.

• Specify the trigger event, which is Purchase Created in this scenario.

• Select your Connection as the SureCart store in which you’re selling the products.
• Choose the Product you want to associate with this trigger.

• Click on the Fetch Data button.

• Click on the Save button.

Step 2: Setting Up Action to Automatically Enroll into SureMembers Access Group

Next, you’ll define the action that happens when the trigger event occurs.

• Click on the + icon.

• Search for SureMembers and select it as your action app.

• Choose Add User to Access group from the dropdown.

• Select the specific Connection to which you want to add users.

• Choose the user information you want to fetch. Here we have chosen the Customer Email.

• Select the Access Group you want to enroll users into. In this example, it’s the “VIP Club.”

• Click on the Test Action button

• Click on the Save button.

Here’s how the final automation workflow appears on the user interface.

• Click on Publish.

Once your workflow is live, whenever a customer buys the designated product on your website, they will automatically join the access group you defined in your workflow.

We hope this article was helpful. If you encounter any issues or have questions, we’re here to assist you. Feel free to reach out anytime!