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Subscriptions

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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

Trigger campaigns for failed payments:

  1. On Hold: Add “Payment Failed” tag, run dunning actionset

  2. Reactivated: Remove “Payment Failed” tag

Engage customers before cancellation:

  1. Pending Cancel: Add “Considering Cancel” tag, run retention actionset

  2. Reactivated: Remove “Considering Cancel” tag, add “Saved Customer” tag