Connect Claude or ChatGPT to FlexiMembership. Use it to control automatic emails about abandoned checkouts.
Before You Start
- Connect FlexiMembership to Claude (a Connector) or ChatGPT (a Plugin). Make sure it is authorized.
- Know the project to work in.
- Start each request with “In FlexiMembership”.
Steps
1Cart recovery
- Cart recovery emails people who start checkout but do not finish.
- Make or edit an email template. Templates are shared across your account.
- Then turn recovery on for a product, and set when each email goes out.
- Each wait is at least 30 minutes. You can have up to 15 steps.
Example prompt“In FlexiMembership, create a cart-abandonment template called Gentle Nudge.”
Example prompt“In FlexiMembership, turn on cart recovery for the Social Media Pro product and add a step after 1 day using Gentle Nudge.”
Be careful: shared templatesChanging a template changes the wording for every product that uses it. Steps are never removed through the AI. Nothing is sent now.
Behind the Scenes: MCP Tools Involved
| Task | Related MCP tool(s) |
|---|---|
| List cart-abandonment templates | list_email_templates |
| Create a cart-abandonment template | add_email_template |
| Edit a cart-abandonment template | update_email_template |
| See cart recovery for a product | get_cart_recovery |
| Change cart recovery | update_cart_recovery |
Ready-to-Use Prompts
- “In FlexiMembership, turn on cart recovery for the Social Media Pro product.”
Tips for Better Results
- Ask to see the current settings before you change them.
- Change one thing at a time.
- Name the project, and the product or course when it matters.
- Read every preview. Some changes are live at once.
- After a change, ask the AI to show the setting again.
Quick Fixes
| Problem | Fix |
|---|---|
| The AI does not use FlexiMembership. | Check the connector or plugin is connected and authorized. Add “In FlexiMembership” to your prompt. |
Limitations
- Custom menus, follow-up emails and cart recovery steps are never removed through the AI.
- No undo is described. Read each preview before you confirm.
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