Testing Link Triggers with Automations

In this guide, we will test link triggers that automatically log existing WordPress users into your WordPress site.

We will create an automation that:

Sends a link via email to existing users, allowing them to log in automatically
For non-existing users, first create the user, then share the link trigger via email

This is because auto-login will only work when a WordPress user is associated with the contact.

Follow these steps to set it up:

Step 1: Set up your automation

First, set up your automation with an event. Here, we created an automation for the form submit event.

For more details, see our documentation on creating automation.

Automation setup with form submit event selected

Step 2: Check if the user has an account or not

Now, set a condition to check if the user exists or not.

Condition setup to check if the user exists

Step 3: Add an action to send an email to existing users

Next, add an action “Send Email” if the condition is true.

Adding Send Email action for existing users

Then configure it to share the link trigger for auto login.

Configuring email with link trigger for auto login

Step 4: Add a link trigger to your email body

Next, create your link trigger and make sure the auto login option is on.

Creating link trigger with auto login enabled

Note: The link-triggered auto-login functionality does not work if the user role is either Administrator or Editor.

Next, copy the link trigger.

Insert the URL into your clickable anchor text wherever you want users click to log in automatically.

Inserting link trigger into email anchor text

Step 5: Add action to create an account for a non-user

Now, for the contacts who don’t have a WordPress account, we will add an action “Create User” and configure it. To create the user, you can use form field data. Also, assign them the role of “Subscriber”.

Configuring Create User action with Subscriber role

Step 6: Add an action to send an email to new users with link triggers

Next, after the “Create User” action, add another “Send Email” action for the newly created users. Include the link trigger in this email so they can log in automatically.

Note: You can copy and paste the earlier Send Email action to save time.