How to Convert Free/Trial to Paid Membership?

Memberium Admin — 

You have already created content on your membership site and you are looking to give limited free/trial access to just a small portion of it, while still offering your free/trial users to get full access by purchasing/upgrading to a paid membership level?

We’ll try to help you get started with creating a basic free or free trial Infusionsoft campaign sequence, so that you can properly provide a way for your users to upgrade their account to a paying one. Along with that, we’ll also cover how to configure Memberium in order to create proper content protection of your content.

Create membership levels in Memberium

First of all, we’ll need to create membership levels inside Memberium which will be used to differentiate paying and non-paying users. In this example, we’ll create “Free” and “Premium” membership levels inside WordPress => Memberium => Memberships.

On the screenshot above we’ve created “Free” membership level and you’ll basically do the same for “Premium” membership level as well. “Memberships” dropdown is the list of tag categories inside your Infusionsoft app. This is optional, so you don’t need to select tag category. As of the “Include SUSP/CANC” checkbox, this needs to be selected, so that the PAYF/SUSP/CANC tags are created as well (we’ll need them in one of the next steps).

If you want “Premium” membership level to inherit “Free” as well, you’ll need to set “Premium” membership level to have higher number inside “Level” field. For example, “Free” to have 0 and “Premium” to have 1.

Option 1 – Create Infusionsoft campaign sequence for Free to Paid upgrade

This campaign sequence is used if you are looking to have “Free” and “Premium” option – meaning you won’t have trial option. Basically, your “Free” users will have access for unlimited time.

What we’ll be making…

We’ll first create sequence that will be used for “Free” users. In this example, we’ll use tag goal (access tag name/id is located inside Memberium => Memberships => Tag column) as the goal to trigger the sequence, but you are can use the one that fits your needs.

Screenshot of the “Free membership access” sequence

The sequence from above will be used to give access to the users that have just registered as Free user. “Generate password” is the HTTP POST element and in there you’ll use the password generation HTTP POST link located inside Memberium => Settings => HTTP Posts/Links tab => “Password Generator Example:” field. You can find detailed informations on it in this article.

Inside “Free membership Welcome email” you can send login credentials for your user, so that they can login into the website. Make sure that you include merge fields for email and selected Infusionsoft password field inside the “Free membership Welcome email”.

Once that’s done, we can move on to the “Premium” sequence…

In this case we’ve used both tag and purchase goals in order to trigger the Premium membership access sequence. You can modify this depending on your needs.

Screenshot of the “Premium membership access” sequence

This sequence will be used for both users that have “Free” membership level and are upgrading to “Premium” and for those users that have directly purchased “Premium” without having “Free” membership level prior to that (that’s why we’ve kept password generation HTTP POST).

Option 2 – Create Infusionsoft campaign sequence for Trial to Paid upgrade

This campaign sequence is used if you are looking to have “Trial” and “Premium” option – meaning your trial users will have access for a limited time.

What we’ll be making…

We’ll first create a “Free (trial) membership access” sequence which will be used to provide trial access to your users. In this example, we’ve set the trial to be 14 days, but you can change that to fit your needs by simply changing delay timer in the sequence.

Screenshot of the “Free (trial) membership access” sequence

The sequence from above will be used to give access to the users that have just registered as Free (trial) user. “Generate password” is the HTTP POST element and in there you’ll use the password generation HTTP POST link located inside Memberium => Settings => HTTP Posts/Links tab => “Password Generator Example:” field. You can find detailed informations on it in this article.

Inside “Free (trial) membership Welcome email” you can send login credentials for your user, so that they can login into the website. Make sure that you include merge fields for email and selected Infusionsoft password field inside the “Free (trial) membership Welcome email”.

What will happen after 14 days (in this example) is Infuionsoft will apply SUSP tag for the Free (trial) membership level – meaning user won’t have access to that membership level anymore.

If on the other hand user upgrades during those 14 days, that will pull the user out of the sequence (that is why we have “Premium” tag goal set at the end of the “Free (trial)” sequence) without applying Free (trial) SUSP tag. Since “Premium” tag goal is the tag goal sequence for the “Premium membership access” sequence, it will add user to that sequence.

Once user is pulled out of the “Free (trial)” sequence, it goes into “Premium membership access” sequence…

Screenshot of the “Premium membership access” sequence

This sequence will be used for both users that have “Free (trial)” membership level and are upgrading to “Premium” and for those users that have directly purchased “Premium” without having “Free (trial)” membership level prior to that (that’s why we’ve kept password generation HTTP POST).