How to Automatically Create a User Account on Purchase

David Bullock — 

You can easily and automatically create a Memberium user account when one of your customer makes a purchase from you. This guide will walk you through the steps.

This guide breaks this down into steps in order that you can follow.

  1. Create your product
  2. Create your membership level
  3. Create your order form
  4. Create your welcome email
  5. Create an actionset to create passwords
  6. Create your campaign to tie it all together
  7. Create your billing triggers to handle failed payments

Create Your Products and Subscriptions

Your first step is to create your products and subscriptions in Infusionsoft. For products you’ll want to assign a price, and for Subscriptions you’ll need to assign a price and a billing period.

For membership subscriptions, you can choose any billing period, but monthly billing periods tend to work best. This is because credit card billing statements are done on a monthly basis.

You can also create versions of your subscription with different billing periods, such as quarterly, semi-annual or annual billing that all use the same membership level.

Pro Tip
When offering a combination of sort term billing (monthly) with long term billing (quarterly, annual, etc.) you can create a compelling offer by providing a discount for longer commitments. This delivers value to your customer through a lower price, and locks in your revenue for the longer period.

Create Your Membership Levels in Memberium

Keep it simple! You do not need a membership level for every variation of your product or pricing. Nor do you need a membership level for every segment of your dripped content.

Membership levels define a group’s access and behavior on your site. If you have multiple products, or product payment plans, or different pricing options that all have the same access, you only need to make a single membership level, and have each version of the product give that membership level.

Create Your Order Forms

This is done again in Infusionsoft in your eCommerce setup. If you’d like your order forms to be mobile response, have more control over your order form’s look and feel, and just want something more sexy than the stock Infusionsoft order forms, then we heartily recommend our friends at GoSpiffy.

If you’re using a 3rd party order form system such as WooCommerce, SamCart, or ClickFunnels, then you’ll create your order pages and carts using their system. For WooCommerce you’ll want to use our integration: WooCommerce Integration Guide

Create Your Welcome Email

Next, you’ll want to create your welcome email. Your welcome email is especially important because this is what your customer will rely on in order to login. It’s one of the first touch points you have with your customer after the purchase is made, and unlike your sales thank you page, it’s something most customers will refer back to.

You can use any of Infusionsoft’s email builders to create the welcome email. In your welcome email you’ll need to include the following items:

  • The login link for your website
  • The new member’s username
  • The new member’s password.
Pro Tip
Be sure to use the correct merge code for the password. By default we use the Infusionsoft password field which is represented as ~Contact.Password~ in the email merge codes.

However, we recommend using a custom field for the password. If you are using a custom field in Memberium, be sure to use the right merge code, and don’t use ~Contact.Password~

Similarly, use ~Contact.Email~ for the username, NOT ~Contact.Username~.

You’ll probably also want to include some additional information in the email, here’s some ideas to help with your writing:

  • An affirmation that they made a good decision by buying your service. Buyer’s remorse is real!
  • A simple overview of your cancellation policy and how they can cancel.
  • A reminder of your billing arrangement.
  • A list of bonuses (if any) and how to access them in your site.
  • Any other special instructions.

Make A Password Creation Actionset

If you’ve already created this actionset for another product, you don’t need to create it again.

Go to Marketing -> Settings -> Actionsets, and click “Add Actionset”

add-actionset

Next, add the HTTP POST action to your actionset.

add-actionset-http-post

Next, configure the URL for your HTTP POST action. For this step use the URL we provide in your Memberium settings screen.

configure-actionset-http-post

Last, save your Actionset.

save-actionset-http-post

Create Your Basic Purchase Campaign

The purchase campaign handles the automation after the product is purchased. Campaign Builder is not just for marketing automation, it’s a powerful tool for all kinds of automation, including automating setting up your new member after they purchase.

The first step is to create your new campaign in Campaign Builder. Name it something simple like “New Member – Product Name”.

The second step is to create a new Purchase goal in your campaign, and choose which product it is for. Set the goal to be for a specific product, and choose your product and subscription option as appropriate.

Product Purchase Goal

The third step is to configure new purchase goal.

Configure Your Purchase Goal

The fourth step is to create a new Sequence and attach it to your newly created Purchase Goal. It should look like the diagram below:

Create Purchase Goal Sequence

Now, inside of your sequence, add the following steps

  • Add your membership tag.

    purchase-sequence-add-membership-tag

  • Remove any matching PAYF, SUSP and CANC tags.

    purchase-sequence-remove-tags

  • Add a Legacy HTTP POST Actionset pointing to your Password Creation Actionset.

    purchase-sequence-run-actionset

  • Add a 1 minute delay timer

    purchase-sequence-delay-timer

  • Send a welcome email

The result should look like the diagram below:

Purchase Sequence Steps

Pro Tip
Don’t forget to mark each element of the sequence, and the sequence itself as “Ready”.

BAM!

Last, publish your campaign.

Create Your Billing Triggers

You do not need to create billing triggers for single payment products. You need one set of triggers for each product, not for each membership level.

For each subscription or payment plan membership that you create, you will want to create a set of billing triggers.

  • The first billing trigger is for when a payment fails. In this case you want to apply that membership level’s PAYF tag to block access and mark the account. You should also have the system send an email notifying the customer that their payment failed, with instructions on how to make payment.
  • The second billing trigger is for when a payment is successful. Be sure to set it so that it doesn’t matter if the previous charge succeeded or failed. For this billing trigger you want to remove that membership level’s PAYF, SUSP and CANC tags. If you’re not using any of those just skip them, they’re not important. This ensure that once the payment does go through, the member’s access is restored. You may want to send the member a notice letting them know
  • The third billing trigger is for when the maximum number of retries has failed. For this billing trigger you want to do a couple of things.
     
    First, you want to run an actionset to cancel the subscription. This will prevent the subscription from continuing to attempt to rebill the customer.

    Second, you want to apply a SUSP or CANC tag to mark the account as terminated. Either tag will work and it’s really just a matter of personal preference as to how you want to mark the account. Some people prefer to use CANC only for intentional cancellations, some prefer to use SUSP only for intentional suspensions. Use what works best for you.

  • Third, you want to send an email notifying your customer that the access has been turned off. This email should let them know that their access has been turned off, so that they’re clear on the result of the failed payments. You can also use this to gently leverage the customer’s fear of missing out on future content to get them to sign up with a new subscription. Even if you don’t try to sell the customer into re-joining, you want to give good service by closing the relationship out properly.

Test! Test! Test!

Don’t forget to test your process before you launch this to your customers.

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