Automate Your Client Document Submissions: Save Time and Ensure Nothing Is Missed

This week we’re proud to release a new video series showcasing new ways that Memberium Certified Partners are using Memberium, along with how you can implement the same process for your membership site and Infusionsoft app.

In this first episode, Melodie Moore from Business Tech Ninjas shows us how she uses Memberium and Infusionsoft to automate client document submissions.

This is a great way to automate things like…

  • Submitting documents needed to pass a certification program or course.
  • Requiring pre-event documents get submitted ahead of time (signed waivers, pre-event assignments, etc.).
  • Requiring members or clients to submit legal documents, signed contracts, essays or assignments.

To see how it works firsthand, check out the full video…

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Date Formatting

Many shortcodes will allow you to output date and time information. Rather than confine you to a preformatted date style, we use the standard PHP / Unix date formatting model for describing the way the date information should be output.

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Text Formatting

Many shortcodes will allow you to output date and time information. Rather than confine you to a preformatted date style, we use the standard PHP / Unix date formatting model for describing the way the date information should be output.

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Output Capture

Most shortcodes let you pass a shortcode attribute of “capture=” with a comma separated list of destinations to send the output of the shortcode to. This can be used to

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Local Variables

Memberium has a concept of a local variable; being able to store data about the user in the local WordPress database, instead of Infusionsoft. This provides essentially unlimited fields (limited only by memory and disk space) for storing additional information. Local variables can be used in Memberium shortcode attributes.

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Nestable Shortcodes

When working with conditional shortcodes it’s often useful to have a series of tests, one after another, where each test determines if the user is qualified to continue to the next test.

Due to a limitation in WordPress’s design, the built-in shortcode system is very fast but it does not know how to count levels of nesting, so it cannot match each opening tag with its correct closing tag. In order to cleanly support this feature while not sacrificing performance, we provide the ability to nest shortcodes by giving each nested group of shortcodes a unique name by adding a number to the end. You can think of this like a Russian Matryoshka doll.

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Conditional Shortcodes

Conditional shortcodes perform a test and then display (or don’t display) the content within the shortcode depending on the result of the test. Conditional shortcodes are often nestable so that you can perform multiple tests. All tests are binary meaning they resolve to a simple true-false / sucess-fail / yes-no condition.

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A Guide to Using Shortcodes

This article covers the various concepts around Memberium Shortcodes: Conditional Shortcodes, How to Nest Shortcodes, Troubleshooting Shortcodes, Local Variables, Capturing Your Output for Later, and Formatting Your Output.

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