Automation Recipe Book: Site Admin & User Management

Streamline your website administration and user workflows with these practical automation recipes.

Thrive Automator is now Legacy. We have partnered with Uncanny Automator for all future website automation needs. Learn how to switch to Uncanny Automator.

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1. Content & Post Management

Automate repetitive editorial tasks and manage post visibility without manual intervention.

Recipe: Auto-Tag Newly Published Posts

• Goal: Automatically add specific tags to every post you publish.
• Trigger: WordPress -> “Post is published”
• Action: WordPress -> “Add post tags”
• Setup: Select your desired tags (e.g., New, Latest) to be added whenever a post goes live.
  
  

Recipe: Update Category Based on Author

• Goal: Automatically categorize posts when a specific author is assigned.
• Trigger: WordPress -> “Post is updated”
• Condition: Post author email is [[email protected]]
• Action: WordPress -> “Add post categories”
  
  

Recipe: Self-Destructing “Flash” Posts

• Goal: Automatically move a post to the trash after a set period.
• Trigger: WordPress -> “Post is published”
• Action 1: “Delay” (e.g., 14 Days)
• Action 2: WordPress -> “Move post to trash”
  
  

Recipe: Temporary “Featured” Status

• Goal: Show a post in a “Featured” list for only 7 days.
• Trigger: WordPress -> “Post is published”
• Action 1: WordPress -> “Add post tags” (Tag: Featured)
• Action 2: “Delay” (7 Days)
• Action 3: WordPress -> “Remove post tags” (Tag: Featured)
  
  

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2. User Profile & Data Updates

Keep your WordPress user database updated based on visitor interactions.

Recipe: Update User Info from Testimonials

• Goal: Update a user’s WordPress profile (e.g., Website URL) when they submit a testimonial via Thrive Ovation.
• Trigger: Ovation -> “User leaves testimonial”
• Action: WordPress -> “Update user”
• Setup: Map the “Website URL” field from the Ovation form to the WordPress user’s “Website” field.
  
  

Recipe: Switch User Role via Form Submission

• Goal: Promote a user to a new role (e.g., “Editor” or “Premium Member”) after they fill out a specific form.
• Trigger: Thrive Architect -> “Form submit”
• Action 1: “Find or create user” (Select the new Role)
• Action 2: (Optional) “Add to autoresponder” with a specific tag.
  
  

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3. Advanced Registration & Site Logic

Enhance your registration flow and perform advanced site actions.

Recipe: Account Creation via Double Opt-in

• Goal: Only create a WordPress account after a user has confirmed their email in your autoresponder.
• Trigger: “Incoming Webhook” (Thrive Automator)
• Setup: Configure your autoresponder to send a webhook to Thrive Automator after the confirmation link is clicked. Use the “Find or create user” action in Thrive Automator to process the data.

Recipe: Auto-Grant Access on Registration

• Goal: Instantly grant access to a Thrive Apprentice product when a user registers via the “Login & Registration” element.
• Trigger: Thrive Automator -> “Registration form submitted”
• Condition: Specific form (linked via Form Identifier)
• Action: Thrive Apprentice -> “Grant access to product”

Recipe: Auto-Create Pages via Webhooks (Advanced)

• Goal: Automatically create a new WordPress page (e.g., a custom dashboard) for a user when they get access to a product.
• Trigger: Thrive Apprentice -> “User receives access to a product”
• Action: “Send Webhook”
• Setup: Point the webhook to your own site’s WordPress REST API (/wp-json/wp/v2/pages). You will need to use Basic Authentication (Application Passwords) in the webhook headers.