Magic Links for Memberships

July 31, 2024•1 min read

Magic links are a great way to get contacts auto-logged into their membership area and sent to the location where courses reside. This article will go over magic links and how to use them.

Magic Links Location

Navigate to Sites > Memberships > Settings > Site Details to view the domain information related to your memberships.

Enter a Title, Subdomain, Support Email, and Support Phone Number. Then Click the save button on the top right and refresh the page so that the links update fully.

Note: These must be sent through the system in order to function properly, either in email or SMS, in automation, or in conversations. This is due to the custom values present, for example: {{contact.email}}.

Note: You could provide the link to the membership area without allowing auto logging in by removing everything from the URL from the “?” symbol and after. This is a great way to get a user to the membership location.

Example: https://Ultimaterandmembership...

User Link: This link will automatically login someone who is signed into the application.

Learner Link: This link will automatically login someone who is a contact in the system.

Please Note: Auto login will only work if the contact/user has been granted access to an offer and will only give them access to the courses they were granted access to.

Using a Magic Link

You can use a magic link as a hyperlink, embed it into a button, a quick text or anything else you can think of.

Here are some examples in the template builder:

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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