Memberships, member groups and the members list

Turn on Memberships for a site, choose how people join (anyone, you approve, or invite only), make member groups like Gold or Coaches, and approve requests from Contacts → Members. Groups are also tags.

Updated October 28, 2026

Memberships are separate from the online store: a customer isn't a member, and joining never needs a purchase. Members log in with the site's website accounts.

Settings → Memberships

  • Sites: switch Memberships on per site. It adds "Join" to the sign-up page and the members-only settings in the editor.
  • How people join: Anyone can join (they're a member once they confirm their email), Anyone can ask, you approve (owners and managers get a bell; tick Also email owners and managers for an email too), or Invite only (the sign-up page doesn't show Join).
  • Member groups: a member can be in several groups. Each group says how people get in: Joins automatically, You approve, or Added by you only (paid groups come later). Each group is also a tag in the Membership category ("Member: Gold"), so saved lists, campaigns and automations can use it.
  • Membership emails: Welcome, Request received, You're approved, Invitation to join, Added to a group. Free, from the business's address, in the site's look. Edit changes the subject and the opening line.

Contacts → Members

Everyone who joined or asked to join, with their groups, when they joined and their last log-in. Requests waiting for an answer come first, with Approve and Decline (or Approve all). Filter by group and status. Invite to join emails someone an invitation (with the groups you pick).

On a contact: the Member badge and a Membership card with Approve / Decline, Add to group, Suspend (access off, kept), End, and Turn back on. Removing a group's tag from a contact asks whether to take them out of the group too.

Automations

Triggers: Asked to join, Member joined, Member approved, Joined a group, Left a group (and Account created). Steps: Add to member group and Remove from member group.

Zeus

Ask the business app's Zeus "who asked to join this week?" or "which members haven't logged in since May?", and approve or decline with a confirm card.

Didn't find what you need?

Send us a message — no sign-in needed — or email support@the-contentforge.com. Already a customer? Sign in to submit a ticket.

Contact support