By the end of this video you will have:
- A complete WordPress Membership site
- Memberium and Infusionsoft integrated
- Fully-automated signup/onboarding process, failed payment capture, course listing, etc.
Installing Memberium
The “Thank You” page is the first place to go to install Memberium.
Go to Step 1 and click on the option to Download the Memberium Installer.
Log into your WordPress site, and from there, upload the plugin file you just downloaded. Go to the Plugins tab on your sidebar and choose to “Add New”. Choose “Upload Plugin” once the page loads, or simply drag your download to the box provided. Choose “Install Now” and in just a moment, your plugin will install. Activate the plugin once it installs.
Once complete, you’ll have a new Memberium option on your sidebar. Click through the prompts to set up your plugin and connect it to your Infusionsoft account. Set up your membership levels in your plugin as well.
Publishing Templates
Go to the Pages tab on your WordPress site, and you’ll be taken to a list of template pages available. You can select which pages you would like to publish from these options. For example, Add/Update Credit Card, Course Grid for LearnDash, and Forgot Password are a couple of smart options to select.
Once you have selected the pages you want to publish, scroll to the top of your page and under the Bulk Actions option, choose Edit. Choose Apply once the page loads and under the Status option, select Published.
Update your changes and from there, visit each of the pages you’ve published and add information to them as needed.
Creating Courses
Go to your Plugins tab on your WordPress site, then choose “Add New”. Once the page loads, type “Duplicate” into the search bar. Choose the “Duplicate Post” plugin.
Once you have activated it, go to the Pages tab. Scroll through your template pages until you locate the Individual Course template and the Individual Lesson template. Clone the templates as needed instead of using the original template. Click the duplicated Individual Lesson page to edit it. Remember to protect your page content via the option tabs on the right of your screen.
Continue to edit your page as needed through the Elementor options. Courses can also be created through LearnDash if you have the plugin activated on your site. The steps are similar to those mentioned above.
The Course Library
To make changes to your Course Library, navigate to the page and select Edit with Elementor from your top tabs. When the page loads, set the membership level in the editing window’s code. If you have multiple membership levels that can access your course, add them and separate them with a comma.
From there, find LMS Course ID in the code, and if you have a learning management system (like LearnDash), you can input the ID by finding it in the URL of your LMS course. It’s the numbers following the “post=” portion of the URL. Note, if you do not have an LMS, the LMS options will not display.
Locate the permalink on your LMS page, then copy and paste it into the appropriate piece of your editing window’s code, under Course Link. You can also choose a course image to display on your course page.
Title your course in the code, and add a description for your course. Update your changes and repeat the steps for each of your courses.
Infusionsoft Campaigns
Go into your Infusionsoft account dashboard. Go to your tabs and under Admin, select Users. When the page loads, select the Add Partner button. In the ID slot that loads, type in apps@memberium.com. Then, choose, Send Email Invitation. From there, click the link listed below the video and decide which campaigns you would like to have imported.
From there, Memberium will import the information you need. Once you have your campaigns uploaded, you need to connect all of their pieces. You can rename, keep, or delete some of the pieces on the screen.
In the Specific Product Purchase piece, choose the product or membership that you’d like to work with. Set the membership frequency and save your changes.
Under the Program Fulfillment Welcome, you’ll be able to configure each step of the membership process (naming product, issuing passwords, delay timers, pre-written emails, etc). Additional options apply to each piece of your campaign building screen.
Billing Triggers
On your Infusionsoft dashboard, go to your main navigations at the top of your screen and under E-Commerce, click on the Settings option. Once the page loads, select Billing Automations from the sidebar. At the top of the page under Triggers, select the option for when a credit card auto-charge is made. Add a trigger and select the option for when an auto-charge fails. Choose the corresponding product from the options on the right. You can select several products if they apply.
Apply the tag from the option at the bottom of the screen. Add your corresponding product tag, and then save your changes.
To make sure that when the user pays for their membership, they get their access back, return to your Billing Automation settings and choose the trigger from the list.
In the trigger criteria, select the option for when an auto-charge is successful, then choose “failed or didn’t fail” from the secondary options. Select your product from the options on the right. Choose to Remove the PAYF tag. You might even want to remove all the “non-paying” tags from the selection so that your customer does not receive unnecessary notifications.
Select your product and then save your changes.
Test Everything
To test your setup, you’ll want to create a contact by clicking on the green + symbol at the top right of your Infusionsoft screen. Create a test contact.
Open your contact and under Settings, you can open the order form that you set up in your campaign and make a purchase.
If you don’t want to make a test purchase, you can apply the tag that you set up.
Open the Campaign Builder in another window and locate your Test Purchase tag. Publish your campaign for the test.
Once you’ve navigated to the Apply a Tag page, locate the tag you want and apply it. Refresh your contact page and scroll down to the Campaigns section, where you should be able to see all the actions that have been started.
In an incognito window, type the login details that were sent to your test contact into the login page of the membership site. Take a look at the items you have access to and attempt to access different pieces of content.
Check the account settings to make sure that the membership level is correct.
