There are three ways to automate sending door access codes to members using Automations.
Option 1: Shared weekly code with regular updates
This option limits long-term code sharing and is simple to manage. It will require you to:
Create an automation that sends a shared door code to all new users
Update this automation weekly with a new code
Update the physical door lock each week to match the new code
Go to the Automations tab
Click on Add Automation
Click on the Start from scratch
Select New active user in the Edit Trigger menu and set any additional conditions if applicable
Click Continue
Click Send an email as your next step and include the door access code
Update the Automation each week to reflect new code
Option 2: Unique codes using User Properties
This option ensures a unique code for each user and allows users to refer to their profile to view their code at any time. It will require you to:
Assign each member a unique code in a custom user property (e.g. Door Code)
Create an Onboarding Automation that triggers once this property is populated
Create a custom user property for door codes (e.g. Door Code)
Go to the Automations tab
Click on Add Automation
Click on the Start from scratch
Select New active user in the Edit Trigger menu and set the additional condition as Door Code is any
Click Continue
Click Send an email as your next step and include the code in the message using a macro (e.g. “Your door code is {{ door_code }}”)
Option 3: External code lookup via link
This option allows you to have another platform generate unique codes for you to then share via Automations. It will require you to:
Use a third-party site or spreadsheet with pre-generated unique codes
Program these codes into the physical door lock
Share a link to the code directory in your onboarding message
Members click the link to find their assigned code
Go to the Automations tab
Click on Add Automation
Click on the Start from scratch
Select New active user in the Edit Trigger menu and set any additional conditions if applicable
Click Continue
Click Send an email as your next step and include a link to the code directory
FAQ
Can I automatically generate unique codes?
Not directly within Automations. You’ll need to use an external code generator or manage codes manually.
Can I reuse codes?
You can, but rotating them weekly or assigning unique codes per member improves security.
Can members see their code later?
Yes. If stored in a user property (option 2), members can reference it in their account or profile.