Protect Gutenberg Blocks with Infusionsoft by Keap Tags using Memberium for Infusionsoft

Memberium Admin — 

Designing a membership website requires a lot of content creation. Membership sites and online courses must be incredibly content-rich to be successful. But once you’ve planned all that content, you will need to designate how your members will see it.

The default WordPress editor has traditionally left a lot to be desired when it comes to design. WordPress plugins are where you’ll find a more streamlined, user-friendly way of organizing content. There are many design plugins to choose from and we strive to make sure Memberium is compatible with as many of them as possible.

Given Gutenberg’s goal of becoming part of WordPress core, it’s vital that Memberium works with this plugin. And thanks to Infusionsoft tags, you can use Memberium to exercise total control over Gutenberg-designed web content.

What is Gutenberg?

Gutenberg started off as a WordPress design plugin with the end goal of being a core part of WordPress itself. Now Gutenberg is available with all things WordPress 5.0 and beyond, and WordPress seems very committed to this new editor. While there is a “classic editor” plugin option that allows people to switch back to the old editor, WordPress has admitted all new development will focus on Gutenberg. So if you haven’t tried it yet, it may be worth getting your feet wet.

Gutenberg has advantages similar to other WordPress design plugins. The separation of content into “blocks” which can be moved around easily gives you the power of a master web designer without requiring a huge amount of time or coding knowledge.

The goal of Gutenberg is to allow for more streamlined site design with fewer plugins. No more spending valuable time fussing around with shortcode. No more budgeting for the money to outsource design work. Simplicity is the idea.

Gutenberg is still very much a work in progress, with more updates to come. Fortunately it is designed to work across all screens and devices, so your website will look as crisp on a smartphone as it does on a desktop.

Why use Gutenberg with a membership site?

If you’re designing with WordPress, then Gutenberg is only going to become more relevant. Luckily, this new design editor feels almost like it’s been designed with membership websites in mind. Using Gutenberg is a great way to keep your content organized and in-line with your membership content plan. You’ll be able to create a content-rich site that looks how you want it to.

Gutenberg easily separates rich content into “blocks” that you can plan around in your content strategy. By utilizing Infusionsoft (or Keap) tags, you can section off your Gutenberg-organized website elements by membership level or login information.

This means you can guarantee that only logged-in members see that video, and that only new subscribers see those tutorials. Gutenberg helps you organize your content into a unique layout, and Memberium ensures your members are seeing the screen you want them to see.

Gutenberg + Infusionsoft

Wondering how this all works? It’s really simple. Memberium allows you to control the user visibility of each Gutenberg section based on the Infusionsoft or Keap tags possessed by the end user. Memberium lets you achieve all this directly within the page builder. So you can easily section off your site’s content without needing any shortcode or extra effort. We’re going to show you step-by-step how to do that in this post.

And you don’t have to be a master coder to get any of this going. Memberium, Gutenberg and Keap tags are all meant to be used by beginners and experts alike.

Use Cases

Before we dive in, let’s take a look at a few use cases that you may be able to relate to. Simply put, you can use our integration anytime you want to show different content to different users on the same page. Here are some examples

  • Upgrade Offers/Buttons: Only show upgrade offers or buttons to users that are relevant. You wouldn’t want to show an upgrade offer to a user that already has that membership or product.
  • Failed Payment Warnings: You can show users a message if their last payment has failed. This could be used on a membership homepage for example. You’d need to have your payment/cart system apply a tag saying the payment failed for this to work.
  • Bonus Content: Sell bonus videos or content in your membership/course. Show these videos on the same page as the regular content, but only allow the people that purchased it to view it.

Written Tutorial

Open a page you’re editing with Gutenberg and click on a block you want to protect. On the right-hand side of the screen, you’ll see the settings for that block. Scroll down until you see the “Memberium” section as pictured below.

You’ll see several options for protecting your content. Let’s go through the different options together.

Any Membership Level

This option will automatically activate all of your membership levels. This means that if a user has any of your memberships they’ll be able to see the content. For instance, if you have 3 membership levels, bronze, silver, or gold, then a user would need just a single one of those to see the content.

Your Different Membership Levels

The options you’ll see in this section depend on what membership levels you’ve set up in Memberium. For example, if you have the following two memberships setup then you’ll see this in the Memberium protection options:

Two Memberships in Memberium

Membership Levels in Gutenberg

You can individually turn a membership level on or off. If the membership is on, then users with that membership will be able to see the content. If it’s off, then users that have that membership won’t be granted access. It’s important to note that if a user has two memberships, one that gives access and one that doesn’t give access, the one that gives access will take effect.

Any Logged In User

Enabling this option will allow any user that’s logged into the site to see the protected content. There are no dependencies on tags, membership levels, etc.

Logged Out Only

This option is very similar to the one above except it works in the opposite way. Only logged out users will be able to see the protected content with this enabled. This is useful for protecting login forms or other content that wouldn’t apply to someone who is logged into the site.

Require Tag IDs

The Require Tag IDs option allows you to select from your Infusionsoft tags one or more tags required for access. If you select multiple tags, the user does NOT need to have all of them – only one of them. For instance, if you select Gold and Silver, the user could see the content by just having the Silver tag.

In addition, you’ll see all your tags have a “Does Not Have {tag name}” option. This allows you to require users don’t have a certain tag to see a particular module/content block.

“Does Not Have” Tags

AND Require Tag IDs

This box works exactly the same as the previous option (Require Tag IDs) except that it allows you to require the user to have a second tag in addition to the tag in the first box. To better explain how this works, please see the image below and we’ll explain what would be required to see the protected content:

Multiple Require Tag IDs

In this case, the user would need one tag from the top box (Green or Red) AND they would need one tag from the bottom box (Gold or Platinum). The important thing to remember is that users will need a single tag from each box in order to access the content. Sometimes we have customers think it’s one tag from the top plus ALL tags from the bottom, but that’s not how it truly works.

PHP Boolean Expression

Lastly, we have the PHP Boolean Expression. This option allows you to input true/false PHP functions (Booleans) that can control the visibility of your content. Most of our users won’t need to use this feature as the previously covered options will more than satisfy their content protection needs.

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