Managing User Statuses in PushPress: Lead, Member, Non-Member, and Ex-Member
PushPress offers robust user management features, including automatic and manual designation of user types. This guide explains the categorization process, the conditions under which statuses are updated, and solutions to common issues like tags not updating correctly.
Overview of User Status Types
Lead: A user is designated as a Lead upon their first entry into the system. This status is automatic and reflects potential clients who have not yet made a purchase. Leads cannot revert to this status once changed.
Member: Users are designated as Members when they are assigned to a plan marked as a membership. Once a user is a Member, this status is updated automatically.
Non-Member: Users who have interacted with your services but are not on a membership plan.
Ex-Member: This status is applied when a recurring membership has expired or been canceled. If a user has never had a recurring membership, they cannot be tagged as Ex-Member.
Automations for Status Assignments
PushPress uses automatic categorization for most user statuses, like tagging a user as a Lead upon their initial entry or updating them to Member upon subscribing to a membership plan. These workflows minimize manual intervention.
Troubleshooting and Stuck Tags
Occasionally, a Lead tag may remain stuck even after a user has purchased a membership. This can usually be resolved by ensuring the user's membership/subscription and tags are updated correctly. If the issue persists, clearing the stuck tag and assigning the Member status manually through your people management interface should resolve it.
Related Topics
This guide ensures that you understand how PushPress categorizes users and how to manage or resolve related issues effectively. For more specialized workflows, consult PushPress system documentation or support.