Memberships in Patch

What’s in This Article

• What memberships are in Patch

• How memberships get into Patch

• Where memberships show up in Patch

• Membership fields you can use

• Membership add-on requirement

• Common ways to use membership data

• Important things to know

What Memberships Are in Patch

A membership record links a contact to membership details such as:

• Membership product/plan

• Start date

• End date (if applicable)

• Next billing date

• Status

How Memberships Get Into Patch

Memberships are created when Patch receives membership data from an integration that supports memberships.

In simple terms:

• Membership is created/updated in your source system

• The integration syncs the membership to Patch

• Patch stores it on the contact record

Where Memberships Show Up in Patch

Contacts main view (table/list)

Membership fields can be displayed as columns in your Contacts list view (depending on account setup). This is helpful for filtering and segmentation.

Contact Profile → Memberships tab

Open a contact profile and click the Memberships tab to view membership records for that contact (product, status, start, end).

Automations → Trigger blocks

Membership data also shows up in Automations through the membership trigger blocks:

• Membership Started Trigger Block (when a membership becomes active based on Start At)

• Membership Ended Trigger Block (when a membership ends based on End At / status)

Inside these triggers, you can use Add Conditions to filter by membership details (like Product/Product ID, Status, Start At, End At, Next Billing At, and Tags) and then run plan-specific onboarding or win-back workflows.

Membership Fields You Can Use

Membership data is available as contact fields (often under Memberships []), including:

• Start At

• End At

• Next Billing At

• Status

• Product ID

• Tags []

• ID

Membership Add-On Requirement

Membership features require the Membership add-on, which is included for accounts with integrations that support memberships.

If you don’t see membership fields or triggers, confirm:

• your integration supports membership syncing

• contact customer support to see if the membership add-on is enabled on the account

Common Ways to Use Membership Data

• Member onboarding when membership starts

• Win-back workflows when membership ends

• Plan-based segmentation and messaging

• VIP staff alerts and perks

• Billing-related messaging using Next Billing At (if applicable)

Important Things to Know

• Membership timing depends on the integration sync schedule.

• If a contact has multiple memberships, filter by Product/Product ID in automations.

• For “what they did today,” use Orders/Check-ins. For lifecycle, use Membership Started/Ended.