You can create an automation to trigger when a student purchases a trial or regular membership.
To set up the automation:
Go to the left-side menu > More Features > Automations.
Click Add New Automation.
Set the trigger to When a Membership Starts.
Select the membership that will trigger the automation.
Choose the contact type this automation applies to, such as active clients, trial clients, or all contact types.
(Optional) Use include or exclude tags to further filter which students the automation applies to.
You can use include and exclude tags in the trigger settings to control which students will receive the automation. Include tags ensure the automation only triggers for students with those tags, while exclude tags prevent students with certain tags from receiving the automation.
Once you have set up the trigger, click Save and begin adding the action steps you want the automation to perform, such as sending emails, SMS messages, or updating contact information.
Note: You will need to create separate automations for each membership, as it is not currently possible to add multiple memberships to a single automation.