Use Case
When payment is confirmed, you want to immediately upgrade the customer’s user role to grant access to premium content, courses, or member areas. This ensures instant access without manual intervention.
Common scenarios:
- Membership tier activation
- Course enrollment confirmation
- Premium content access
- Wholesale customer approval
- Subscription level changes
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 “Activate Membership on Payment” or “Instant Course Access”.
2. Configure the Trigger
Select Payment Complete as your trigger.
Essential filters:
- Products: Specific membership or course products
- Categories: Membership, course, or subscription categories
- Order Total: Tier-based access levels
3. Set Up the Update User Role Action
Configure the role upgrade:
| Setting | Example Value | Description |
|---|---|---|
| User | {customer_email} | The paying customer |
| New Role | Premium Member | Target access level |
| Action | Replace Role | Replace current role |
4. Send Access Notification (Optional)
Chain a Send Email action:
Subject: Your access is now active!
Hi {billing_first_name},
Your payment was successful and your access is now active!
You can now access:
- Premium member content
- Exclusive downloads
- Member-only forums
- Priority support
Log in to get started: {login_url}
Welcome to the community!
5. Test Your Workflow
- Create the target user role if needed
- Enable the workflow
- Purchase as an existing user
- Complete payment
- Verify role was updated immediately
- Test access to restricted content
Pro Tips
Instant activation matters: Customers who pay for access expect it immediately. Using “Payment Complete” trigger eliminates wait times.
Create dedicated roles: Don’t reuse default WordPress roles. Create specific roles like “Gold Member”, “Course Student”, or “VIP Access” with precise capabilities.
Product-to-role mapping: Create separate workflows for each product that grants different access levels.
Prevent downgrades: Add conditions to check current role—don’t downgrade a lifetime member to monthly.
Role Upgrade Examples
Membership Tiers
| Product Purchased | New Role | Access Level |
|---|---|---|
| Monthly Basic | Basic Member | Basic content |
| Monthly Pro | Pro Member | Pro content |
| Annual VIP | VIP Member | All content |
| Lifetime Access | Lifetime Member | Everything, forever |
Course Products
| Course | Role | Access Granted |
|---|---|---|
| Beginner Course | Student | Module 1-3 |
| Advanced Course | Advanced Student | All modules |
| Course Bundle | Pro Student | All courses |
| Coaching | Coaching Client | Courses + calls |
Workflow for Multiple Products
Create conditional workflows based on products:
Trigger: Payment Complete
Condition: If product is "Pro Membership"
Action: Set role to "Pro Member"
Trigger: Payment Complete
Condition: If product is "VIP Membership"
Action: Set role to "VIP Member"
Troubleshooting
Role not updating?
- Verify user account exists
- Check role name matches exactly
- Review workflow logs
Access not working after upgrade?
- Clear caching plugins
- Verify role has correct capabilities
- Check content restriction settings
Wrong role assigned?
- Review workflow conditions
- Check for multiple triggering workflows
- Verify product filter is correct
Upgrade delayed?
- Confirm trigger is “Payment Complete”
- Check payment gateway confirmation timing
- Review workflow execution order