ApproveThis manages your Kyvio 2 Integration approvals.

Why Combine ApproveThis and Kyvio 2?

Creators, coaches, and businesses managing memberships or digital products face a common challenge: balancing growth with control. Kyvio 2 simplifies selling and managing access to courses, memberships, and products, while ApproveThis adds a layer of precision to decision-making. Together, they automate approvals and access management, reducing bottlenecks and ensuring only validated users get through.

For example, a fitness coach using Kyvio’s Smart Memberships can automatically route new member applications to ApproveThis for team review. Once approved, access is granted without manual steps. This eliminates back-and-forth emails and ensures compliance with membership criteria. The result? Faster onboarding, fewer errors, and more time to focus on content creation.

Key Business Benefits

Integrating these platforms isn’t just about automation—it’s about creating a seamless workflow that aligns with how modern teams operate. Marketing teams can ensure promotions or discounts are approved before going live. Operations teams automate access for paid members. Customer support gains visibility into approval statuses to resolve issues faster.

ApproveThis’s email-based approvals mean external partners or clients can review requests without needing a Kyvio license. A software company, for instance, could let clients approve feature updates via email before granting access in Kyvio. This keeps stakeholders in the loop without complicating their workflow.

Use Cases That Drive Results

1. Streamlining Membership Onboarding

When a new member joins a Kyvio Smart Membership, ApproveThis can trigger a review process to validate their eligibility. For coaching programs with application-based entry, this ensures only qualified candidates gain access. Approvers receive an email with applicant details and one-click approve/deny options. Once approved, Kyvio automatically grants access to the membership portal.

Example: A leadership training program uses this integration to screen applicants. Trainers review submissions in ApproveThis, and approved members get immediate access to course materials—no manual data entry required.

2. Automating Product Access After Approval

When a purchase or upgrade is approved in ApproveThis, Kyvio can unlock specific products or content. This is ideal for businesses offering tiered subscriptions or limited-time offers. For instance, a premium content creator might require manager approval before granting access to exclusive bundles. Once approved, the user’s Kyvio account updates instantly.

Example: A SaaS company uses this workflow to approve free trial extensions. Sales reps request extensions in ApproveThis, managers approve via email, and Kyvio grants the extra trial days automatically.

3. Quality Control for Course Completion

Kyvio triggers an approval request in ApproveThis when a member completes a lesson. This allows instructors to verify progress before unlocking advanced modules. For certifications or compliance training, this ensures participants meet standards before moving forward.

Example: A cybersecurity training platform automatically sends course completions to ApproveThis. Instructors review final projects and approve certificates, which triggers Kyvio to issue digital badges.

Setting Up the Integration

Connecting ApproveThis and Kyvio 2 takes under 15 minutes using Zapier. Here’s how:

1. Create a Zapier account or log in.
2. Choose Kyvio 2 as the trigger app (e.g., “New Member Added to Smart Membership”).
3. Select ApproveThis as the action app (“Create Request”).
4. Map Kyvio data (like member emails) to ApproveThis fields.
5. Test the Zap to ensure requests appear in ApproveThis.

For approvals that trigger Kyvio actions (like granting product access), reverse the trigger and action steps. ApproveThis’s real-time tracking lets teams monitor pending requests and address delays proactively.

Team-Specific Advantages

Marketing Teams: Controlled Campaign Launches

Marketing leads can set approval thresholds for discounts or promotions. For example, a 50% off campaign requires CFO approval in ApproveThis before Kyvio activates the offer. This prevents pricing errors and aligns campaigns with revenue goals.

Operations: Reducing Manual Work

Operations managers automate membership renewals or cancellations. If a member requests a pause, ApproveThis routes it to the correct manager. Once approved, Kyvio updates the membership status, syncing with billing tools.

Customer Support: Faster Resolution

Support teams view approval statuses directly in ApproveThis to answer member questions without switching apps. If a user claims they were approved but lack access, agents quickly verify the request’s history.

Beyond Automation: Unique ApproveThis Features

While the integration handles the basics, ApproveThis adds advanced control:

• Approval Thresholds: Auto-approve requests under $500 or escalate high-value decisions.
• Vacation Delegation: Avoid bottlenecks by automatically rerouting approvals when managers are out.
• Calculated Fields: Dynamically adjust requirements based on member data (e.g., regional pricing rules).

A consulting firm could use calculated fields to adjust approval chains based on a client’s contract size. Smaller projects auto-approve, while larger ones route to senior partners.

Why This Integration Works for External Partners

ApproveThis simplifies collaboration with clients or contractors who don’t use Kyvio. Since approvers only need an email address, external stakeholders can review requests without added costs. A marketing agency, for example, could let clients approve campaign budgets in ApproveThis before launching them in Kyvio—keeping clients in control without sharing internal tools.

Next Steps

Whether you’re managing 100 members or 10,000, combining ApproveThis and Kyvio 2 reduces friction in your operations. Start with one workflow—like membership approvals—and expand as you see results.

Ready to streamline your processes? Register for ApproveThis or explore Kyvio 2’s features today. For a personalized walkthrough, book a demo to see how approval automation can fit into your workflow.