📕 Automating Content Delivery: Your Step-by-Step Guide

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Guide Purpose

Automating your content delivery is a smart way to give members the right content at the right time without needing to do everything manually. With Membership.io’s automation tools, you can schedule content to unlock based on when someone joins, what tag they have, or other triggers you define. This helps create a smooth, personalized journey for each member, while saving you time and effort behind the scenes.

This guide will walk you through each step required to automate your content delivery, providing links to detailed help articles to support you every step of the way.

Table of contents

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1. Understand the member experience
2. Choose the content you're looking to automate
3. Automate through content tags or folders

Part 1 - Understand the use case

Learn more about how automation can support your business.

Designed for time-strapped entrepreneurs and creators, Membership.io streamlines tedious processes to free up your time for what matters most, like helping your students progress and get better results with what you teach.

Membership.io's Playlist Automation feature allows you to set up a process that automatically delivers new files straight to your audience via Hub Playlists.

Part 2 - Find your Playlist

Choose a collection of content to automate to your members.

Open your Content menu and select the Playlist you'd like to automate.

Part 3 - Open the Automate dropdown

Automate content through folders or content tags.

Inside your selected Playlist, click the ⚙️ Settings icon.

From here, click to open the Automation menu.

Select the Folders and/or Content Tags in your account that you want to use to automate this Playlist.

Any future content in the connected Folder or Content Tag will now appear in the Hub Playlist. Magic! ✨