Add to Member Group and Category with Purchase of a Product with a Rule

Location: Marketing Automation/Rules -> New Or Edit Existing Relevant Rule

Overview: In this video we review how to add a member group and a category to a contact with purchase of a product.

Summary of  Steps to Add to Member Group and Category with Purchase of a Product with a Rule:

1. Located under Marketing Automation/Rules -> Click New (Or Edit Existing Relevant Rule)
2. Set the "Trigger" e.g. When a Product is Purchased / Select the associated Product
3. Set the "Action"  e.g. Add Contact to a Member Group/Find the Relevant Member Group (Note: Member Groups are best created beforehand)
4. Set Add a New Action to Add Contact to a Category/Find the Relevant Category (Note: Categories are best created beforehand)
5. Review any Conditions and set if needed
6. Make sure Rule is set to Active
7. Save and Close

Note: You can add as many Actions as needed within a Rule with a single trigger, however you must use proper logic.

Also Note: Actions happen in the order they are presented in the Rules Editor and their may be times that this becomes relevant.

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Common Questions on Ecommerce Rules:

• How do I to create a new sequence for email autoresponders?
• How do I create a rule to subscribe to sequence with purchase of product?
• How do I add a member group and category with purchase of a product?
• How do I create a rule to register contact for a course with purchase of product?
• How do I create a rule to register contact for an event with purchase of product?
• How do I create a rule to add contact to subscription list with purchase of product?
• I have general questions on  rules, where are the FAQs?