Use Case
When payment is successfully processed, you want to immediately create a user account. This enables instant access to digital products, courses, or member areas without waiting for order completion.
Common scenarios:
- Instant course enrollment after payment
- Immediate membership activation
- Digital product access accounts
- Software download authorization
- Subscription account creation
Step-by-Step Setup
1. Create a New Workflow
Navigate to Sequensy → Workflows in your WordPress admin and click Add New Workflow.
Name your workflow “Create Account on Payment” or “Instant Access Account Creation”.
2. Configure the Trigger
Select Payment Complete as your trigger. This fires immediately when payment is confirmed.
Key filters:
- Products: Only for products requiring accounts
- Customer Type: Only for guests (skip existing accounts)
- Product Categories: Courses, memberships, digital products
3. Set Up the Create User Action
Configure account creation for instant access:
| Setting | Recommended Value | Description |
|---|---|---|
{billing_email} | Customer’s email | |
| Username | {billing_email} | Email as username |
| First Name | {billing_first_name} | From billing info |
| Last Name | {billing_last_name} | From billing info |
| Role | Subscriber or Custom | Based on access needs |
| Generate Password | Yes | Creates secure password |
| Send Credentials | Yes | Email login details |
4. Grant Appropriate Access (Optional)
Chain additional actions for complete setup:
- Update User Role: Assign specific membership level
- Send Email: Custom welcome with access instructions
- Add User Meta: Store purchase information
5. Test Your Workflow
- Enable the workflow
- Purchase as a guest customer
- Complete payment
- Verify account is created immediately
- Test login with provided credentials
- Confirm access to purchased content
Pro Tips
Why trigger on payment?: For digital products, customers expect immediate access. Triggering on “Payment Complete” rather than “Order Completed” eliminates delays.
Handle existing accounts: Add a condition to check if an account exists. If yes, link the order to the existing account instead of creating a duplicate.
Secure password delivery: Use WordPress’s built-in password reset flow rather than sending passwords in plain text.
Access verification: Create a condition that checks if the product purchased requires an account before creating one.
Workflow Sequence Example
1. Payment Complete (Trigger)
↓
2. Check if account exists (Condition)
↓
3. Create User (if new)
↓
4. Update User Role (grant access)
↓
5. Send Welcome Email (with login link)
Account Configuration by Product Type
| Product Type | User Role | Immediate Access |
|---|---|---|
| Course | Student | Course content |
| Membership | Member | Member area |
| Digital Download | Subscriber | Download links |
| Software | Customer | License portal |
| Subscription | Subscriber | Recurring access |
Troubleshooting
Account not created instantly?
- Verify trigger is “Payment Complete” not “Order Completed”
- Check payment method supports instant confirmation
- Review workflow execution logs
Duplicate accounts?
- Add condition to check for existing accounts
- Implement email uniqueness check
- Review workflow trigger conditions
Customer can’t access content?
- Verify role assignment completed
- Check content access permissions
- Confirm account is linked to order
Password email not received?
- Check spam folders
- Verify WordPress email delivery
- Review email action configuration