How To Create A Membership Group

In this article you will discover how to create membership groups, how to manage your groups, add users to groups via forms and purchasing your store products.

To start creating your membership groups: Go to the contacts tab 'CRM' and select add group as highlighted below.

Once you have selected add group, name the group so you can reference it later on. This group name will be visible to your members.

Once you have created your group, the next stage is to select where the members will be re-directed to after:

• Post purchase via your store

• Upon form completion

• Checkout re-direct

• or when members log in

Simply select the page or funnel step to direct the members to.