New Pro Actions, Loop Filters & Conditions

Uncanny Automator Pro 5.2 is now available, with lots of new support for our Memberium for Keap integration and a diverse set of new filters and conditions that will greatly assist sites that are using User Loops.

New Memberium actions

To supplement Uncanny Automator 5.2’s introduction of a Memberium for Keap integration, the Pro plugin adds these new Memberium actions:

• Add a tag to a contact
• Remove a tag from a contact
• Add or remove contact tag(s)
• Add the user to a membership level
• Remove the user from a membership level

These greatly extend what the integration can do, as it can now support use cases like:

• When users cancel a subscription, remove them from a membership level
• When users complete a series of courses, add a certification tag
• When users pass an onboarding quiz, add them to a membership level

Other New actions

Beyond the new Memberium actions, the following are now available to Pro users:

• Gravity Forms: Delete the entry that matches an entry ID
• LearnDash: Mark a quiz complete for the user
• LearnDash: Mark a quiz not complete for the user
• WPCode: Create a code snippet

New action conditions

Conditions and filters are incredibly useful tools for segmenting users and personalizing workflows on a site. They’re especially valuable for loops and targeting the right users with the right actions. Given their utility, here are 11 new conditions to make your recipes even better:

• WordPress: The user’s ID meets a condition
• BuddyBoss: The user has a value in an Xprofile field
• BuddyBoss: The user does not have a value in an Xprofile field
• BuddyBoss: The user is a member of a group
• BuddyBoss: The user is not a member of a group
• Easy Digital Downloads: The user has not purchased a download
• Easy Digital Downloads: The user has purchased a download
• Memberium for Keap: The user has a membership level
• Memberium for Keap: The user does not have a membership level
• WooCommerce: The user has not purchased a product a number of times in the past number of days
• WooCommerce: The user has purchased a product a number of times in the past number of days

All of these conditions are incredible; here are some examples of how they might be used in recipes:

• When a Run Now recipe is initiated, send an email to all users with “Developer” in an Xprofile “job title” field.
• When a form is submitted, enroll users in a course, then revoke access 24 hours later if they haven’t purchased the associated Easy Digital Downloads product.
• When a user purchases a Woo product, queue a coupon email to go in 6 months if they have made fewer than 3 purchases since that initial purchase.

New User Loop filters

User Loops are the biggest new feature of the past year and put Automator well ahead of other automation and integration solutions. To make them as efficient as possible, we use loop “filters” to make sure we only target the right accounts when we first build a list of users on which to run actions in a loop. Using filters is recommended to reduce memory requirements and improve performance when you run loops. The Automator Pro 5.2 release adds 4 new loop filters:

• WooCommerce Memberships: The user does not have an active membership to a product
• WooCommerce Memberships: The user has an active membership to a product
• BuddyBoss: The user is in a group
• BuddyBoss: The user is not in a group

If you’re asking, “Couldn’t I just add these as conditions for my actions instead?” And the answer is “Yes!”, the end results are the same, but filters at the loop level are just a bit more efficient at building user lists before loops run and conditions are evaluated.

Incoming webhook data logging

If you do advanced work with webhook data from other systems, you may have wished for an easier way to see all incoming webhook data, not just what gets mapped when a sample is collected. Want to see security headers and the raw request parameters? No problem. Just check the Automator logs to get full details of what was received via incoming webhooks:

That wraps up the highlights for today’s Uncanny Automator Pro 5.2 release. Details of all changes are, of course, available in the changelog.