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WooCommerce Subscriptions

Configure Keap actions for subscription lifecycle events. Requires the WooCommerce Subscriptions plugin.

Overview

When WooCommerce Subscriptions is installed, additional options appear in the Product Data → iMember360 tab for subscription and variable subscription products. These options allow you to trigger Keap actions based on subscription status changes.

Subscription Status Events

For each subscription status change, you can configure:

  • Add tags – Tags to assign to the contact
  • Remove tags – Tags to remove from the contact
  • Run actionsets – Keap actionsets to execute
  • Achieve goal – Campaign goal to achieve

Activated

Triggered when a subscription becomes active. This includes:

  • New subscription purchases
  • Reactivated subscriptions
  • Subscriptions that transition from pending to active
OptionDescription
Activated: Add tagsTags to assign when subscription becomes active.
Activated: Remove tagsTags to remove when subscription becomes active.
Activated: Run actionsetsActionsets to run when subscription becomes active.
Activated: Achieve goalGoal to achieve when subscription becomes active.

Cancelled

Triggered when a subscription is cancelled by the customer or admin.

OptionDescription
Cancelled: Add tagsTags to assign when subscription is cancelled.
Cancelled: Remove tagsTags to remove when subscription is cancelled.
Cancelled: Run actionsetsActionsets to run when subscription is cancelled.
Cancelled: Achieve goalGoal to achieve when subscription is cancelled.

Pending Cancel

Triggered when a subscription is set to cancel at the end of the current billing period.

OptionDescription
Pending Cancel: Add tagsTags to assign when subscription is pending cancellation.
Pending Cancel: Remove tagsTags to remove when subscription is pending cancellation.
Pending Cancel: Run actionsetsActionsets to run when subscription is pending cancellation.
Pending Cancel: Achieve goalGoal to achieve when subscription is pending cancellation.

On Hold

Triggered when a subscription is put on hold, typically due to failed payment.

OptionDescription
On Hold: Add tagsTags to assign when subscription is put on hold.
On Hold: Remove tagsTags to remove when subscription is put on hold.
On Hold: Run actionsetsActionsets to run when subscription is put on hold.
On Hold: Achieve goalGoal to achieve when subscription is put on hold.

Reactivated

Triggered when a previously cancelled or on-hold subscription is reactivated.

OptionDescription
Reactivated: Add tagsTags to assign when subscription is reactivated.
Reactivated: Remove tagsTags to remove when subscription is reactivated.
Reactivated: Run actionsetsActionsets to run when subscription is reactivated.
Reactivated: Achieve goalGoal to achieve when subscription is reactivated.

Expired

Triggered when a subscription reaches its end date and expires.

OptionDescription
Expired: Add tagsTags to assign when subscription expires.
Expired: Remove tagsTags to remove when subscription expires.
Expired: Run actionsetsActionsets to run when subscription expires.
Expired: Achieve goalGoal to achieve when subscription expires.

Refunded

Triggered when a subscription payment is refunded.

OptionDescription
Refunded: Add tagsTags to assign when subscription is refunded.
Refunded: Remove tagsTags to remove when subscription is refunded.
Refunded: Run actionsetsActionsets to run when subscription is refunded.
Refunded: Achieve goalGoal to achieve when subscription is refunded.

Common Use Cases

Membership Access Control

Use subscription status tags to control membership access:

  1. Activated: Add membership tag (e.g., "Gold Member")
  2. Cancelled/Expired: Remove membership tag, add "GoldPAYF" tag

Dunning Campaigns

Trigger campaigns for failed payments:

  1. On Hold: Add "Payment Failed" tag, run dunning actionset
  2. Reactivated: Remove "Payment Failed" tag

Retention Campaigns

Engage customers before cancellation:

  1. Pending Cancel: Add "Considering Cancel" tag, run retention actionset
  2. Reactivated: Remove "Considering Cancel" tag, add "Saved Customer" tag