In this video tutorial, our guest expert Shauna Hollinger is walking you through how to set up an automation in Kit to automatically remove a members' access to your product in MemberVault. You can watch the video tutorial or follow along in the step-by-step guide below!
Quick Note: Shauna recorded this video in April 2024 when Kit was still ConvertKit, so the platform looks slightly different now. That said, the steps are all still the same to set up this automation!
Step 1: Set up your Webhook Rule for Kit in MemberVault
In your admin dashboard, navigate to "Integrations" > "Advanced" > "Kit Automation"
Select the tag you're using for your automation (Shauna uses SHAUNAREMOVE) and paste this into the Kit Tag field.
Scroll to "Remove User From Product" and select the product from the drop down menu where you're removing access.
Log into your Kit Dashboard and click "Automate" > "Rules to check that your webhook is in place.
Step 2: Build out your Kit Automation
In your Kit account, click "Automate" > "Visual Automations"
Click on the automation you wish to edit (this could be an additional step in your welcome email automation).
Add a step to wait x number of (days/hours/minutes) before you remove your members' product access.
Add a step to add the tag that you've set to trigger your "remove member from product" webhook.
Please note that removing a member's product access will not cancel any active subscriptions or payment plans they may have in place for the product.
Instead, please follow the steps for cancelling a user's recurring payments before removing their access.
About our preferred service provider: Shauna Hollinger (She/Her)
I offer MemberVault VIP Weekends for profitable business owners who excel in their expertise but struggle with the technical side of automating their online course. In just one weekend you get to leave the tech troubles behind and step into your launch with confidence.
Apply for Shauna's MV VIP Weekend here, and follow her on Instagram and Facebook!
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Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).