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Show or Hide Membership Levels Based on Specific Conditions

Control which membership levels are available for purchase by setting conditions that show or hide them dynamically on your page

Written by Maddy

In RedPodium, you can control which membership levels are available for purchase by adding conditions that dynamically show or hide membership levels on your page. This helps you create a personalized experience and ensure that only eligible registrants can purchase specific memberships.

For example, you can display your VIP Membership Level only when a customer selects a VIP registration option, or automatically hide a Gold Membership Level after June 13. By setting conditions, you can tailor membership availability based on registrant selections, dates, and other criteria.

Pro Tip: Our actions automatically assume the opposite is true. For example, if a membership level is set to only show based on a certain condition, it will be hidden by default until that condition is met. Once the condition is met, the membership level will show.

Likewise, if a membership level is set to hide until a condition is met, it will by default show. For instance, if a membership level is configured to hide when the Child registration option is selected, this membership level will initially appear on the page. Once a registrant selects the Child registration option, the membership level will then be hidden.

By default, membership levels enabled on your page are always available for purchase. If you want a membership level to remain visible at all times, no action is needed.

Note: This article explains how to show or hide specific membership levels based on conditions you define.

If you'd like to customize the registration experience based on a registrant's membership status, click here to learn how to set up these kinds of actions.

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Getting Started

  • From the Pages screen, click the pencil icon under the page you want to edit

  • Go to the Actions tab

  • Click Create Your First Action, or click the + icon on your action if you already have actions on your page


Add Your Trigger

First, add the trigger field(s) (if applicable) where you want to show or hide your membership level(s). Below includes some example triggers that you might want to utilize.

Create Actions Triggered by the Date

In RedPodium, you can create actions that trigger based on the current date at the time of registration. For example, you might choose to hide your VIP membership level after January 31.

Note: Date-based actions are triggered by the current date when the registrant signs up for your event. If you edit the registration after the action date has passed, the action will still apply as long as the registrant originally signed up before that date.

For example, if you choose to hide a membership level for those who register before March 1, this membership level will remain hidden for a registrant who signed up on February 27, even if you edit their registration on May 1.

  • On the left-hand side, select Date from the dropdown

  • Select one of the following options and add the desired date and time

    • The Is option will trigger your action on a specific date

    • The Is Between option will trigger your action between specific dates

    • The Is Before option will trigger your action before a specific date

    • The Is After option will trigger your action after a specific date

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions are met

Create Actions Triggered by the Registrant's Date of Birth

If using the Date of Birth field, you can create actions that trigger based on the registrant's date of birth. For example, you can automatically show a youth membership level if a registrant is under 18.

  • On the left-hand side, select Date of Birth from the dropdown

  • Select one of the following options and add the desired date and time

    • The Is Completed option will trigger your action when someone adds their date of birth

    • The Is Not Completed option will trigger your action when someone does not add their date of birth

    • The Date is Before option will trigger your action if the registrant's date of birth is before a specific date you set

    • The Date is After option will trigger your action if the registrant's date of birth is after a specific date you set

    • The Date Is option will trigger your action if the registrant's date of birth is a specific date you set

    • The Day of the Week option will trigger your action if the registrant's date of birth is on a day of the week that you specify

    • The Age Less Than option will trigger your action if the registrant is younger than the age you set

    • The Age Greater Than option will trigger your action if the registrant is older than the age you set

    • The Age Is option will trigger your action if the registrant is the age you set

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met

Create Actions Triggered by the Number of Registrants in an Order

If using our Group Registration feature, you can create actions that trigger when someone registers a specific number of people in an order. There are two different types of actions that you can use in RedPodium.

The Registrants in a Transaction option is triggered when someone registers a specific number of people that you define. When triggered, this action applies to all registrants in the order.

The Specific Registrant option is triggered when someone registers a specific number of people, but the action only applies to the specific registrant(s) you designate.

For example, if a user sets an action to hide a membership level for Registrants 3 and over...

  • Registrants in a Transaction: RedPodium will hide the membership level for all registrants in the order. If Registrants 1 and 2 previously selected that membership level, their previous selection will be removed, and they will be required to select another membership level

  • Specific Registrant: RedPodium will hide the membership level only for Registrants 3 and over. Registrants 1 and 2 can still select the membership level

  • On the left-hand side, select Registrants in a Transaction or Specific Registrant from the dropdown

  • Select one of the following options and add the value/date to the field below

    • The Greater Than (Registrants in a Transaction option) option will trigger your action if a registrant registers a group larger than the number you set in a single order

    • The Less Than (Registrants in a Transaction option) option will trigger your action if a registrant registers a group smaller than the number you set in a single order

    • The Is (Specific Registrant) option will trigger your action if a registrant registers a group of the exact size you set in a single order

    • The Date is Between (Specific Registrant) option will trigger your action if the registrant is registering between specific dates

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met

Pro Tip: If you want to trigger an action for a specific registrant in the group using the Specific Registrant option, we recommend entering the same number in both fields.

For example, to show a specific field only for the second registrant, we recommend selecting the Is (Specific Registrant) option and entering 2 to 2 in the text fields that appear.

Create Actions Triggered by the Tracking Link a Registrant Uses

If using our Tracking Link feature, you can create actions that trigger when someone uses a specific tracking link. For example, you can automatically display a specific Membership Level if a registrant uses your tracking link.

  • On the left-hand side, select Tracking Link from the dropdown

  • Select your desired option, and select the tracking link(s) you want to target

    • The Is option will trigger your action if a registrant uses the tracking link(s) you select

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met

Create Actions Triggered by the Inventory of Your Event or the Registration Option Someone Selects

In RedPodium, you can create actions that trigger based on the registration option someone selects. For example, you can automatically display your Gold membership level if a registrant chooses the VIP registration option.

Pro Tip: You can target the entire Registration Options field with Actions, or target a specific selection within the Registration Options dropdown. Targeting the Registration Options field will offer different actions than selecting a specific registration option in the dropdown.

  • On the left-hand side, select the Registration Options field or select the specific registration option you want to target from the dropdown

  • Select your desired option, and add a value/quantity to the field below if needed

    • The Is Completed option (Registration Options field only) will trigger your action when a registrant selects any registration option

    • The Is Not Completed option (Registration Options field only) will trigger your action when a registrant doesn't select any registration option

    • The Value Contains option (Registration Options field only) will trigger your action when a registrant selects a registration option containing a value you enter

    • The Value Ends With option (Registration Options field only) will trigger your action when a registrant selects a registration option ending with a value you enter

    • The Selection Is option(Registration Options field only) will trigger your action when a registrant selects a specific registration option you select

    • The Selection Is Not option (Registration Options field only) will trigger your action when a registrant doesn't select a specific registration option you specify

    • The Is Selected option (specific registration option only) will trigger your action when a registrant selects the specific registration option you specify

    • The Is Not Selected option (specific registration option only) will trigger your action when a registrant doesn't select the specific registration option you select

    • The Remaining Inventory Is option will trigger your action when the remaining inventory of a registration options field or an individual registration option reaches the level you set

    • The Inventory Sold Out option will trigger your action when the inventory of your registration options field or an individual registration option is sold out

    • The Quantity Sold Is option (specific registration option only) will trigger your action when the your registration option reaches a specific number of sold registrations

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met

Create Actions Triggered by an Registrant's Custom Selections on the Registration Page

In RedPodium, you can create actions that trigger based on a registrant's selections. For example, if you're asking registrants how they heard about your event, and someone selects 'friend or family member,' you can show a Friend and Family membership level.

  • On the left-hand side, select the custom field option you want to target

  • Select your desired option, and add a value to the field below if needed

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met

Create Actions Triggered by a Registrant's Email or Other Text Inputs

In RedPodium, you can create actions that trigger based on a registrant's email or other text they enter on the registration page. For example, you can automatically hide your Platinum membership level if a registrant's email contains redpodium.com.

  • On the left-hand side, select Email or your text field from the dropdown

  • Select your desired option, and add a value to the field below if needed

    • The Is Completed option will trigger your action when a registrant enters text on the field

    • The Is Not Completed option will trigger your action when a registrant doesn't enter text on the field

    • The Value Is Exactly option will trigger your action when a registrant enters the exact text you specify

    • The Value Is Not Exactly option will trigger your action when a registrant doesn't enter the exact text you specify

    • The Value Contains option will trigger your action when a registrant enters text containing the value you specify

    • The Value Ends With option will trigger your action when a registrant enters text ending with the value you specify

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met

Create Actions Triggered by a Coupon Code

In RedPodium, you can create actions that trigger based on a coupon code that a registrant uses. For example, you can automatically show the Christmas membership level if a registrant enters the coupon code XMAS.

  • On the left-hand side, select Coupon Code from the dropdown

  • Select your desired option, and add a value to the field below if needed

    • The Is Completed option will trigger your action when a registrant enters a coupon

    • The Is Not Completed option will trigger your action when a registrant doesn't enter a coupon

    • The Value Is Exactly option will trigger your action when a registrant enters the exact coupon code you specify

    • The Value Is Not Exactly option will trigger your action when a registrant doesn't enter the exact coupon code you specify

    • The Value Contains option will trigger your action when a registrant selects a coupon code containing the value you specify

    • The Value Ends With option will trigger your action when a registrant selects a coupon code ending with the value you specify

    • The Is Valid option will trigger your action when a registrant enters a valid coupon code

  • Click the + button if you would like to add multiple triggers

    • If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action

    • If this checkbox is not selected, the action will occur if any one of the conditions is met


Show or Hide Your Membership Levels

  • On the right-hand side, find and select Show or Hide

  • Click the Select Fields selector

  • Scroll to the bottom of the list and select the membership level(s) you want to show or hide

  • Click the + button if you would like to add another action that occurs when the condition is met

  • Click Save Action

  • Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Pro Tip: It is important to know that actions run from top to bottom. So if you have multiple actions in your RedPodium page, actions towards the bottom can override actions above them. You have full control over the order of your actions and can reorder as needed. Because the order of actions can impact how your page behaves, we highly recommend previewing and testing your page before publishing it live. This helps ensure that all your actions work together the way you intend.

Note: When you show or hide a membership level using actions, that membership level is shown or hidden from purchase when the condition is met.

Hiding a membership level only prevents registrants from viewing and purchasing that membership. Customers can still verify a hidden membership level as long as it remains enabled on the Memberships field.


Manage Your Actions

Find the Action you would like to manage, and click any of the following icons:

  • The pencil icon allows you to edit the action

  • The pages icon allows you to copy the action

  • The + icon allows you to create a new action

  • The trash can icon allows you to delete the action


FAQs

What's the best way to test my actions?

We recommend using Preview mode to test your actions. Preview Mode allows you to review the visual and communication experience of your registration page without processing real payments or saving data. Since Preview Mode respects actions and date-based conditions, you can test your page in real time to ensure everything functions as expected.

  • To use Preview mode, go to your RedPodium edit page

  • Save any changes on your page by clicking Save in the top-right corner

  • Select the Preview button in the top right corner

Warning: Because the Preview mode is only used for testing, do not share this URL with registrants. This link will not accept real orders or payments.

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