When a member cancels a membership, two steps are required to properly cancel access for that member to the Reservoir membership site:
We don't have a member 'self-cancel' feature on the site. However, using a short code, we allow you to run Infusionsoft Action Sets when a page loads in the Reservoir system. Therefore, you could create this feature for your membership site by using a short code to run the necessary Infusionsoft Action Set to cancel the member.
We recommend the following:
Unfortunately, we don't have a way to add this 'Cancel' link in the My Account / Profile area. You will need to add it on a regular member site page that you create (i.e. a support page).
Once a member cancels and is set INACTIVE in the Reservoir system, you will need to ‘reactivate’ the member manually in the Reservoir system. Note that there is NO Action Set in Infusionsoft to reactivate a member who has been set inactive. To set a member active in Reservoir, follow the steps below:
IMPORTANT: You will also need to make sure the Infusionsoft Contact record is tagged properly with a member tag to allow access to the membership site.
NOTE: We normally suggest deactivating a member rather than deleting a member from the Reservoir membership system. This member could have posted comments or made forum posts while active as a member. You probably don’t want that information to be deleted simply because a member has canceled the membership. Setting the member inactive prevents the user from accessing the membership site and also stops any email notifications from the membership system to that former member.