It's a lot, right? Well, what if there was a way to make it easier, more efficient, and even a bit fun?

That's where ConvertKit and WishList Member come in, joining forces to give your membership site superpowers!

Get ready to see how your site can do more, stress less, and keep your members coming back for more!

In this post, we'll walk through how this powerful combo can transform your site. From sending emails that feel like they're just for one person, to managing members without breaking a sweat, we'll cover it all.

Understanding ConvertKit and WishList Member

ConvertKit is a tool that makes email marketing simple and effective. With ConvertKit, you can send emails that really speak to each member of your audience. In fact, members who received personalized emails through ConvertKit showed a 35% higher satisfaction rate.

It lets you divide your subscribers into different groups, or ‘segments', so that you can tailor your messages to fit their interests. This isn’t just about sending emails; it’s about making each email count.

Plus, ConvertKit comes with easy-to-use templates, so your emails always look great, and automation tools that make sure the right email gets to the right person at the right time.

The magic truly happens when ConvertKit and WishList Member team up. This integration minimizes your manual tasks, while offering a streamlined, personalized experience for your members. 

What Do You Get From All This?

Imagine a scenario where the conversion rates for your membership plans are declining. It’s tough, isn’t it? Sending enticing upgrade offers to your members, only to be met with minimal uptake.

Now, what if I told you that by integrating ConvertKit and WishList Member, you could potentially boost your conversion rates by up to 40%?

Not only that, but our users also noticed a 30% increase in membership signups after integrating ConvertKit and WishList Member.

Here's how…

Customized Communication

Your members are diverse, and what appeals to one might not appeal to the other. This is where personalized and targeted messaging comes into play.

By using the ConvertKit and WishList Member integration, you can create segmented lists based on your members' subscription levels, activity, or interest levels.

Once you have your segmented lists, you're equipped to send targeted emails that have a higher chance of resonating with your members, leading to an improved conversion rate. 

You can also use tags and actions to personalize your emails. Say you have a special announcement for your premium members.

With a few clicks, only those members will get your message. It’s like having a conversation with each member, making them feel valued and understood.

Engaging Content

Email content is not just about sending your members information about new content or updates. ConvertKit allows you to create engaging, interactive emails with their rich text editor.

You can create emails that not only inform but also engage your members – from polls, quizzes to cleverly embedded calls to action for upgrades. This makes your emails more interactive and interesting, boosting the chances of members upgrading their plans. 

Effortless Member Management

Keeping track of who’s joining, who’s leaving, and who’s upgrading their membership can be a full-time job. But not with this integration.

Member changes in WishList Member automatically update in ConvertKit. If someone signs up for a new level on your site, they get added to the right email list without you lifting a finger.

It’s about making sure no one falls through the cracks and everyone gets the attention they deserve.

User-Friendly Setup

You don’t need to be a tech guru to make the most of these tools. Both ConvertKit and WishList Member are known for being super user-friendly.

The interfaces are clear, the steps are straightforward, and there’s a lot of helpful guidance along the way. It’s all about making your life easier, so you can focus more on creating great content and less on figuring out how to use the tools.

Get More Hours in Your Day

One of the biggest wins with this integration is how much time it saves. Automation means you’re not stuck doing repetitive tasks. Set things up once, and let the system do its thing.

You get more time to work on what matters most, like growing your community or developing new ideas for your site.

Automation Timelines 

Worried about the best time to send your emails? ConvertKit, with its automation feature, allows you to send emails with precision timing based on your members' activity or interaction on the site.

Whether it is a welcome email or reminders for account renewals, automated emails will ensure your members receive messages at the optimal time, leading to a higher likelihood of conversions. 

Scalability and Flexibility

As your site grows, your tools need to keep up. That’s the beauty of ConvertKit and WishList Member.

Both of these tools are built to handle everything from a handful of members to thousands. And as your needs change, these tools adapt.

Whether you’re adding new membership levels or experimenting with different types of emails, you’ve got the flexibility to keep evolving.

Advanced Automation with Zapier

Think of Zapier as a super-helper that makes ConvertKit and WishList Member even more powerful. It's like adding an extra set of hands to your toolkit.

Zapier connects your membership site and email system with tons of other apps you use every day. This means you can set up ‘Zaps’ – little automation shortcuts – that do the work for you.

Examples of Workflows You Can Automate

Let's say you want to add new members to a Google Sheet automatically. With Zapier, you set up a Zap so that every time someone joins your site through WishList Member, their details pop up in your spreadsheet.

Or maybe you want to send a welcome text message via Twilio to new members. Set up a Zap, and it happens like magic. The possibilities are pretty much endless.

Connecting with Other Apps

Zapier isn’t just about connecting ConvertKit and WishList Member. It links them to over 2,000 other apps. Imagine connecting your site to tools like Slack, Salesforce, or even your calendar.

It means you can create a web of automation that handles all sorts of tasks, from simple to complex. This takes your membership site to a whole new level of efficiency and creativity.

Practical Application Scenarios

Small Business: Boutique Yoga Studio

Imagine you run a small yoga studio. Your goal is to keep your members engaged and informed about classes, workshops, and special events.

With ConvertKit and WishList Member, you set up different member levels for various class packages.

When a member signs up for a workshop, they automatically receive personalized emails about the workshop schedule, preparation tips, and follow-up resources.

This level of personalized communication makes your members feel valued and keeps them coming back.

Large Enterprise: Online Education Platform

Now, if you're running an online education platform offering various courses, this is also beneficial for you.

You have thousands of students to manage, each enrolled in different classes. ConvertKit and WishList Member work together to keep this complex system running smoothly. 

Students automatically receive emails based on the courses they're enrolled in, with resources and reminders.

The platform can also send out tailored promotional emails for other courses based on the student's interests and past enrollments, increasing enrollment and engagement.

Hobbyist Community: Photography Club

Let’s take a hobbyist community like a photography club. Members range from beginners to professionals, each looking for different resources and community interactions.

With this integration, you can easily manage memberships, granting access to different levels of tutorials, forums, and events.

Beginners might get tips on basic photography, while professionals receive advanced techniques and exclusive event invites.

Automated emails keep each member informed about the resources and activities most relevant to them, ensuring everyone finds value in their membership.

In each of these scenarios, the integration of ConvertKit and WishList Member offers significant benefits:

• For the small business, it means creating a close-knit community with personalized communication.
• For the large enterprise, it’s about efficiently managing a vast number of users with varied interests.
• For the hobbyist community, it provides a way to cater to diverse needs while keeping everyone engaged.

This integration isn’t just about making tasks easier; it’s about creating better experiences for every member, no matter the size or type of community or business.

Tips and Best Practices for ConvertKit and WishList Member Integration

Integrating ConvertKit with WishList Member can transform the way you manage your membership site. To make the most of this powerful combination, here are some tips and best practices:

Getting Started

1. Enable ConvertKit Integration: Go to the Setup > Integrations > Email Providers section in WishList Member and select ConvertKit. This will start the integration process​​​​.
2. Configure ConvertKit: Click the ‘Configure' button to open the ConvertKit Configuration popup. You’ll need to log into your ConvertKit account to get the API Secret, which is different from the API Key. The API Secret is found under Settings > Advanced > API in ConvertKit. Click ‘Show’ to copy it​​.
3. Enter API Secret in WishList Member: Paste the API Secret into WishList Member and click ‘Save & Close’. This links your ConvertKit account with WishList Member​​.
4. Understand the Caching Time: After initial setup, it might take a little time (about 10 to 15 minutes) for tags and other data to populate due to caching in the API. Be patient during this period​​.

Maximizing the Benefits

1. Utilize Tag Actions: Use the ‘Tag Actions' in WishList Member to add or remove members from levels based on tags applied in ConvertKit. This feature offers a flexible way to manage memberships and email lists​​​​.
2. Reverse the Process with ConvertKit: You can also control WishList Member actions from ConvertKit. By applying tags in ConvertKit, you can add or remove members from levels in WishList Member, giving ConvertKit a more commanding role in the process​​​​.

Best Practices

1. Regularly Update Your Tags and Lists: Keep your tags and email lists updated to ensure accurate segmentation and targeting of your emails.
2. Test Your Automations: Regularly test your automations to ensure they're working as expected. This helps in catching any issues early.
3. Keep Your Content Aligned: Ensure that your email content aligns with the membership levels and interests of your audience for better engagement.

Common Pitfalls and Troubleshooting

1. Not Understanding the Difference Between API Key and API Secret: Remember, for the integration, you need the API Secret, not the API Key.
2. Ignoring the Caching Period: After setting up the integration, give it some time for the tags and settings to sync up due to caching.
3. Overlooking Tag Actions Functionality: Make sure to explore and understand the ‘Tag Actions' feature in WishList Member, as it’s crucial for dynamic membership management​​.

By following these steps and tips, you can set up and utilize the ConvertKit and WishList Member integration efficiently, ensuring a smooth and automated experience for managing your membership site.

The Future of Email Marketing and Membership Management

The world of email marketing and membership management is always changing, and staying ahead of the curve is key to success.

Let's explore some trends and how ConvertKit and WishList Member are keeping up, ensuring you're always equipped with the best tools.

Emerging Trends and Innovations

• Personalization and Segmentation: The future is all about sending the right message to the right person. Tools like ConvertKit are making it easier to segment your audience, so each member feels like you're speaking directly to them.
• Automation and AI: More and more, we're seeing automation take center stage. This means sending out emails, managing memberships, and responding to queries without manual intervention. AI is also stepping in, helping to predict member behavior and preferences.
• Interactive and Rich Media Content: Emails and membership sites are becoming more interactive. Think videos, quizzes, and polls that engage members more deeply than plain text ever could.

ConvertKit and WishList Member: Adapting and Evolving

• Enhanced Integration Capabilities: ConvertKit and WishList Member are constantly updating their integration, making it smoother and more powerful. This means better synchronization between your email marketing and membership management.
• Focus on User Experience: Both platforms are honing in on user experience. Easier navigation, more intuitive interfaces, and better support are on the horizon.
• Expanding Automation Features: As automation becomes more critical, these tools are expanding their capabilities. From smarter segmentation to automated member engagement, they’re staying on the cutting edge.

Staying Adaptable and Ahead

• Embrace Change: The key to success in this dynamic environment is adaptability. Embracing new features and trends keeps your strategy fresh and effective.
• Continuous Learning: Keeping up with the latest updates and best practices in ConvertKit and WishList Member ensures you’re leveraging their full potential.
• Experimentation: Don’t be afraid to try new features or strategies. Sometimes, the biggest breakthroughs come from experimentation.

Harnessing the Power of Integration

So, we've taken a journey through the world of ConvertKit and WishList Member integration. It's clear that this powerful combo is more than just a set of tools; it's a way to transform how you connect with and manage your members.

From personalized emails that hit the right note to seamless member management that takes the load off your shoulders, this integration is all about making your life easier and your membership site more engaging.

Now, it's your turn to see what this integration can do for you. Whether you're running a small hobby group or a large online platform, these tools are designed to meet your needs. 

The right tools can make all the difference in managing a successful membership site. They're not just about saving time; they're about creating better experiences for you and your members. 

Take the first step and explore how ConvertKit and WishList Member can work together for your site. It's time to make your membership management smoother and your communication more impactful.

Found this blog useful? Follow us on Twitter, Facebook, YouTube, and LinkedIn for more tips and best practices to make the most of your membership site.

Every interaction counts. It's as true on your membership site as it is in your grocery store. 

How you interact with your members (and whether you interact at all) is central to their engagement, loyalty, and the likelihood that they'll invest in more of your products and services. 

Once a member signs up with their email address, you have a direct line of communication, with immense potential to grow that relationship and ensure a higher lifetime customer value. 

With the WishList Member, Campaign Refinery integration, you can realize that potential with personalized, targeted messaging.

Read on to find out how segmented email marketing helped one brand achieve a 300% increase in sales during their Black Friday campaign. 

I'll also provide other scenarios where you can use an email integration with WishList Member for precise and effective member communications. 

By the end of this blog, you'll be able to use email segments to boost sales, upgrades, and engagement among your members. 

From first click to lasting impact, orchestrate a journey of engagement and growth with every member. Let's tune up and get started!

Introducing the WishList Member Campaign Refinery Integration

This integration (available with WishList Member Pro and Elite plans) is all about automating interactions based on member behaviors. Turn their every action into an opportunity for tailored communication.

The Mechanics: Seamless Synchronization

At its core, this integration allows you to apply or remove tags in Campaign Refinery based on a variety of member actions in WishList Member. 

Here is the full list of actions that can trigger an add or remove tag automation in Campaign Refinery:

• Added: When a member joins a membership level or is added to a membership level.

• Removed: When a member is removed from a membership level. Members can be removed from a level via admin, level actions, sequential upgrades, and LMS Integrations Actions (eg. via the LearnDash integration)

• Cancelled: When a member stops or cancels payments to their membership level and no longer have access to protected content.

• Uncancelled: When a member rejoins a membership level after cancelling, or after a successful rebilling payment after having been cancelled.

• Expired: When a member's membership has expired after a trial or one-time payment.

• Unexpired: When a member rejoins a level by renewing membership after expiration.

Each of these actions can trigger specific automations. This isn't just about tracking member movements; it’s about responding to them in the most relevant way possible.

The Benefits: Precision and Personalization

What does this mean for your member communications? Precision. Personalization. Impact.

By segmenting your email audience based on these automated tags, your messages hit closer to home. Far from just broadcasting information, you’re engaging in a conversation, tailored to the member's specific journey and needs.

Let's Get Set Up (It's Easy!)

Activate The Integration

Activating this integration is a piece of pie. From your WordPress dashboard, navigate to WishList Member > Setup > Integrations > Email Providers > Campaign Refinery. 

In the box that appears, click the slider to enable Campaign Refinery.

Paste your Campaign Refinery API Key from your Campaign Refinery account and you’re set! Two powerful tools, now synched up and ready to roll!

For a more in-depth, step-by-step run through, check out our WishList Member, Campaign Refinery knowledge doc.

Leveraging Tags: Automated Engagement

Here’s where it gets exciting. From your Campaign Refinery account, you create tags that categorize members based on their actions within WishList Member. 

Whether they’re joining a new level, canceling their subscription, or coming back after a hiatus, each action can be assigned specific tags. This setup allows for incredibly focused and effective communication strategies.

Let’s imagine you have 3 membership levels set up in WIshList Member: Bronze, Silver and Gold. You then create 3 corresponding tags in Campaign Refinery so that you can send emails to only members tagged “Gold”, for example.

In this scenario, you can create automations to add the Bronze tag in Campaign Refinery when a member joins your Bronze level, add a Silver tag when they join your Silver level, and so on. 

Similarly, you can automatically remove these tags when a member cancels their payments and ends their membership.

In this instance, you can also add a new “Cancelled” tag in Campaign Refinery to target these former members in a re-engagement campaign. 

We’ll look at these scenarios in more depth later. 

The Outcome: Targeted Communication

With these tags in place, the communication possibilities are endless. You can reach out to members who have just canceled with messages tailored to bring them back, or nudge lower-level members with compelling reasons to upgrade. 

It's about creating a conversation that feels personal and directly relevant to each member’s experience.

The Big Picture: Beyond the Click

This integration is more than a technical setup; it's a strategy for cultivating relationships with your members. 

From the first click to the lasting impact, each interaction is an opportunity to deepen engagement, increase loyalty, and ultimately, drive growth for your platform.

Stay tuned as we dive deeper into how you can use these features to not just communicate, but connect with your members in a way that truly matters.

3 Ways to Supercharge Member Communications Using WishList Member and Campaign Refinery

Now that we've set the stage with the WishList Member and Campaign Refinery integration, let's look more specifically at how you can leverage this powerful combo to enhance your member communications. 

1. Encouraging Upgrades for Lower-Level Members

Direct Approach for Upgrades:

Use the tagging system to identify members at lower levels, like “Bronze”. Then, craft and send personalized messages highlighting the perks of higher tiers. 

You can showcase exclusive benefits, testimonials, or sneak peeks into what the “Silver” or “Gold” levels offer. It’s about painting a picture of what they're missing and making the upgrade irresistible.

Result-Driven Communication:
Focus on the results and experiences of upgrading. Share success stories or case studies of members who’ve moved up and seen tangible benefits. This approach turns abstract perks into real outcomes, making the upgrade more appealing.

2. Reengaging Members Who Cancel

Targeted Reengagement Campaigns:

When a member cancels, automatically tag them as “Cancelled” and initiate a tailored reengagement campaign. 

This campaign can address their possible reasons for leaving, offer special incentives for rejoining, or update them on new features or content that might reignite their interest.

Personalized Follow-Ups:

Follow up with personalized communication that shows understanding and value for their membership. Sometimes, a simple message asking for feedback or offering help can open the door to reengagement.

3. Cross-Selling to Product Purchasers

Identifying Purchasing Patterns:

Tag members based on their purchases, like tagging someone who signed up for a beginner's course as “Course-Beginner”.

Use this information to recommend advanced courses or related products, creating a natural progression in their learning journey.

Creating an Ecosystem of Complementary Products/Services:
Introduce them to other aspects of your platform that complement their purchase. For example, if they’ve bought a course, introduce them to a relevant community group or additional resources.

This strategy is about enhancing their overall experience, not just pushing more products.

Building a Community, Not Just a Customer Base

Each of these strategies goes beyond traditional member communications. They're about building a community, where each member feels heard and valued. 

Focus on providing messaging that really benefits them, builds their trust in your product, and enhances their experience. 

The Power Of Email Segmentation: A Black Friday Case Study

Let's take a look at how one brand hit it out of the park with their Black Friday campaign, boosting sales by an incredible 300% through smart email segmentation. This story is a great showcase of what happens when you get member communications just right.

Strategy Overview

This brand got creative and divided its audience into four groups: non-customers, past customers, existing lower-tiered customers, and top-tier customers. Each group received emails crafted just for them, fitting their unique relationship with the brand.

1. Non-Customers: Show and Tell

For folks who hadn't bought anything yet, the brand rolled out the red carpet. They shared the best parts about their products, topped with some glowing testimonials. The idea was to turn curiosity into clicks and clicks into sales.

They also ran a competition on RafflePress to enhance engagement and incentivize social sharing of their Black Friday offer.

2. Past Customers: Look What’s New

Past customers got a nudge about all the cool new features and updates. The goal was to reignite their interest and bring them back into the fold.

3. Existing Lower-Tiered Customers: Sweet Upgrade Deal

The brand made a tempting offer to their lower-tier customers: upgrade to a better plan for less than the cost of renewing the current one. It was a clever move to show the value of higher tiers for customers.

4. Top-Tier Customers: More to Love

For the loyal top-tier customers, it was all about cross-selling. The brand suggested products that complemented what they already had, making sure these suggestions added real value to their existing investments.

Results and Reflections

This targeted and thoughtful approach really paid off. Engagement, conversions, sales – everything went up. Each group felt like the brand was talking directly to them, which is a big win in the world of marketing.

This Black Friday success story is a testament to the magic of getting your email segmentation just right. By truly understanding different customer needs and speaking their language, this brand saw some amazing results.

Wrapping Up: Making the Most of WishList Member and Campaign Refinery for Awesome Member Communications

Throughout this blog, we've seen how combining WishList Member with Campaign Refinery really steps up your member communications, bringing a fresh and effective approach to connecting with your audience.

By blending the robust functionality of WishList Member with the dynamic email capabilities of Campaign Refinery, you have the power to transform your member engagement strategies.

Key Takeaways:

• Tailored Communication: With automated tagging and segmentation, you can ensure that every message you send is relevant and personalized, deeply resonating with each member’s unique journey.
  
• Enhanced Engagement: From re-engaging past members to enticing current ones to upgrade or explore new products, this integration allows you to create meaningful connections that drive loyalty and growth.
  
• Measurable Results: The success stories, like the Black Friday campaign case study, demonstrate the tangible impact of well-executed, segmented communication strategies.

Now, it's your turn to experience the magic of this integration. Explore WishList Member today and see how it can elevate your platform’s communication and member engagement.

If you have any thoughts or experiences to share regarding member communications, or if you're just excited about these possibilities, drop a comment below. We love hearing from our readers!

And don’t forget, for more insightful tips and tricks on membership site management and marketing strategies, subscribe to our blog. Stay tuned, stay informed, and let's keep growing together.

Here's to your success in creating a thriving, engaged community!

Found this blog useful? Follow us on Twitter, Facebook, YouTube, and LinkedIn for more tips and best practices to make the most of your membership site.

When new and existing members interact with your site, you want… no you need their journey to be as pleasant and as smooth as possible.

Membership sites face a unique challenge when it comes to user experience. Logins and registrations can disrupt the user journey and make for a frustrating experience for users of your site.

When used effectively, WordPress page redirects not only offer a seamless experience for your members, they can also enhance user engagement with personalized experiences, increase member retention, and even boost average customer value.

With WishList Member, setting up page redirects a cinch, you just need to know how to do it.

Let's unpack this process and explore its potential benefits for you.

WishList Member – Your Magic Wand for Better User Experience

Click here for step-by-step instructions on building your membership site using WordPress.

WishList Member offers a wonderland of different redirect pages. Each one pops up under specific conditions, turning your users' navigation into an interactive journey.

For example:

• An ‘After Registration' page to make your members feel special right after they've registered.
• An ‘After Login' page to show them you're glad they're back.
• An ‘After Logout' page to leave a lasting impression even after they've left your site.

These tailored interactions increase user satisfaction and make them feel valued. Additionally, you can personalize the preset messages on each redirect page to resonate better with your users.

You can find these settings under Advanced Options > Global Defaults > Error Pages in WishList Member.

In here, you'll find different types of redirect pages you can configure. Let's discuss what each of them means one by one below.

Global Default Redirect Pages

After Registration

So your member just joined a membership level? Sweet! They'll see a special After Registration page. Heads up, it's a one-time deal, so they won't see it again. Next time they log in, they'll land on the After Login page.

Membership Requires Approval

Some memberships need a thumbs-up from the site admin, or you. In these cases, your members will see a Membership Requires Approval page.

You can find the setting for this under Setup > Levels > Edit Level > Requirements in WishList Member.

Membership Requires Confirmation

This will be shown to members after they've successfully registered to a membership level that requires them to confirm using the email they used. This setting is also in the Requirements section.

After Login

Every time a user logs in, they'll see this page. If a user is in multiple membership levels the page they'll see will depend on the Level Order. We’ll go into what level order is and how to change it later.

After Logout

This will be the page your users will see after they log out.

Unsubscribe Confirmation

If a member opts out of your email list, they'll see an Unsubscribe Confirmation page.

Resubscribe Confirmation

This will show up when a user decides to resubscribe to the Email Broadcast list in WishList Member.

How to Set Up Custom Redirects for Different Membership Levels

You've got your global redirects sorted. Awesome! But what if you've got multiple membership levels? You'll probably want different After Registration and After Login pages for each. Good news: it's doable, and here's how.

1. Go to the WishList Member menu and click Setup.
2. You'll see the level you made. Click on it.
3. Then hit Additional Settings. Voila! A Redirects section appears.

Inside this section, you'll see Custom options for After Registration and After Logout. Toggle the one you want to change. A Configure button pops up.

Who Gets What Redirect?

If you're wondering which redirect happens when a member belongs to multiple levels, meet Level Order.

How to Sort Level Order

• On the Levels screen, you'll see your list of levels.
• Want to change the order? Just hover over the level name.
• An icon with two arrows will appear. Click and drag to rearrange.

For example, if you have Silver and Gold levels and want Gold members to get priority, just drag Gold to the top. Now, anyone who's both Silver and Gold will get the Gold redirect. Cool, right?

Why Steering Members to Certain Pages is a Game-Changer

Let's face it—no one sticks around a dull party. Your membership site is no different. A fun, engaging experience is like the life of the party; it keeps people coming back for more. 

Oh, and guess who's more open to those nifty add-ons or new courses you offer? Yep, engaged members.

Here are some of the benefits of using redirects, and how they enhance the user experience.

Keep Members Cool and Coming Back with a Smooth User Journey

Ever think a road sign is trivial until you're lost? That's what redirects do—they're your member's “road signs” to a smooth ride on your site. It's not just a time-saver, but a life-saver for anyone who hates detours and roundabouts on the web.

If you’ve ever felt frustrated navigating a website, you know full well how it impacts the likelihood of returning to that site or buying from that brand. 

For a membership site, these small changes have a huge impact on your bottom line.

Optimize Content Delivery

Roll out the red carpet for your members and lead them right to the most relevant content for them. Send new members to a hearty welcome page, guide the seasoned folks to exclusive content, or even treat different membership levels to their own personalized experiences. The sky's the limit here!

By guiding members to specific content, you ensure they're not overwhelmed and can easily find what they're looking for, leading to a smoother user experience.

Reduce Bounce Rate By Letting Users Resume Their Journey

Imagine you're in the middle of a cliffhanger episode, and boom, an ad break! Annoying, right? Same goes for logging into a site and losing your place. 

Redirects can take you back, letting you pick up where you left off. That's user experience at its best!

The Art of Redirecting Members

So we've talked about how redirects make life peachy for your members. But let's spill the tea—redirects are also your secret weapon for steering folks where you want 'em. It's like playing tour guide in your own digital theme park!

Increase Average Customer Value with Upselling and Cross-selling
Got a shiny new feature or a killer upgrade deal? Lead the way! With redirects, you can put up a neon sign that says, “Hey, check this out!” Point them to your pricing page for an upgrade or take them window shopping through your latest offerings.

Maximize Product Value with Onboarding Redirects
One of the biggest challenges businesses face after acquiring new members is ensuring they fully understand and utilize the product or service. 

This is where onboarding comes into play, and redirects can play a key role in this process.

Not all features of a product are immediately apparent or intuitive to new users. Redirects can lead members to underutilized but valuable features, ensuring they get the most out of their membership or subscription.

Enhanced Data Insights for Better Decision Making

Every time you redirect a member, you're also gathering valuable data on their preferences, behaviors, and journey through your site. 

This data is gold when it comes to refining your content strategy, understanding what truly resonates with your audience. With some hard stats under your belt, you can make informed decisions to further enhance the member experience. 

In essence, redirects not only improve the user experience but also provide you with actionable insights to continuously evolve and adapt.

Best Practices for Redirects

Ok, so you’re all clued up on what redirects are, how they work in WishList Member, and why they’ve a big deal. Now it’s time to give you the skinny on tips and best practices to really amp up your site’s functionality and member satisfaction:

1. Understand Your Audience's Needs

User Behavior Analysis
Make the most of analytics tools to gain insights into which pages your members visit, their common drop-off points, and the content they engage with the most. This data can guide your redirect strategy.

Feedback and Surveys
Engage with your members by occasionally seeking feedback. Their insights on what they'd like to see more of or areas they find confusing can be invaluable in refining your redirects.

Use an intuitive form builder on your membership site like WP Forms to put together a survey. Consider offering a giveaway to incentivize participation. 

2. Prioritize User Experience:

Avoid Overwhelming Members
While redirects can be powerful, it's essential to use them with care Overloading users with too many redirects can be counterproductive. Strive for a balance that enhances user experience.

Regular Testing
Before applying any redirect, test it thoroughly. Make sure it directs users to the right page quickly and offers the intended experience.

3. Address Potential Challenges:

Stay Vigilant for 404 Errors
Redirects can sometimes lead to non-existent pages, especially if content is moved or deleted. Regularly audit your redirects to ensure they lead to active, relevant pages. Update any that don't.

Avoid Multiple Redirect Chains
Chaining several redirects together can slow down the user experience and may lead to frustration. Aim for direct, one-step redirects whenever possible.

By adhering to these best practices, you can ensure that your redirects are functional and elevate the overall experience for your members.

Cultivate an Engaging Membership Experience with WordPress Page Redirects

A WordPress page redirect does a lot more than just guide traffic; when used strategically, it's an opportunity to curate exceptional member experiences.

With redirects, you can make your site more inviting, interactive, and user-friendly. Members who feel valued are more likely to stay, engage with your content, and even invest more in your offerings.

In this guide, we've unveiled the art of using WordPress redirect pages to create a VIP experience for your members every time they visit. And with WishList Member, the process of setting up redirects couldn't be easier.

Found this blog useful? Follow us on Twitter, Facebook, YouTube, and LinkedIn for more tips and best practices to make the most of your WordPress membership site.

Hey there, future ecommerce rockstars! ?

Ready to take your online store from ‘meh' to ‘mind-blowing'?

We've got a game-changer for you. Imagine turning every purchase into an invitation to an exclusive club, where members enjoy juicy discounts, first dibs on new releases, and a whole lot more.

Welcome to the wish-come-true world of integrating WishList Member with WooCommerce.

Make your customers feel like VIPs while boosting your bottom line like never before.

Let's rock n roll!

Click here for step-by-step instructions on building your membership site using WordPress.

The Magic Combo: WishList Member + WooCommerce

WishList Member joining forces with WooCommerce opens up a whole world of possibilities for your ecommerce store. We’re talking perks, rewards, and cool member-only deals! Open your customers up to:

Special Membership Perks

Imagine someone buys a t-shirt from your store. Now, what if buying that shirt automatically made them part of an exclusive club? A club where they get first dibs on new releases or an inside scoop on upcoming sales?

WishList lets you automatically bump customers into different membership levels based on what they buy. Talk about rolling out the red carpet!

Discounts Galore: Spice Up Your Pricing

Everyone loves a good deal. And as a store owner, you'll love how WishList lets you customize your prices for your loyal members. You can offer fixed prices, percentage-based discounts, or even a fixed-amount off the regular price.

You can even dish out discounts based on what type of stuff they're buying—like all skincare products or ebooks, for example.

How To Setup WishList Member & WooCommerce Integration

Step 1: Set Up WishList Member

First thing's first—make sure WishList Member is up and running on your WordPress site. From your WordPress dashboard, go to Plugins > Installed Plugins and search for WishList Member.

Can't find it? No worries! Just follow this easy-peasy tutorial we've got for you.

Step 2: Create Membership Levels

Alright, you've got WishList Member ready to roll. Now let's carve out those cool membership levels.

Go to WishList Member > Set Up > Levels. Hit that plus sign and name your new level—maybe something snazzy like “VIP Membership” or just a simple “Subscriber.”

You might also want to set up membership levels based on how you want to group your customers. For example, you might create a “skincare” level or a “homeware” level depending on which products your members buy.

Don't sweat the small stuff, like settings, for now. You can always circle back and fine-tune things later. Once you've got your level named, we're good to go for the next step!

Step 3: Install WooCommerce for Easy-Peasy Ecommerce

Next up, we need WooCommerce. It's a super popular free plugin—5 million people can't be wrong, right?

Head to Plugins > Add New and type in “WooCommerce.”

Then hit Install, and then Activate.

Oh, and if a setup wizard pops up, just give it the ol' Skip Setup click for now.

Step 4: Activate the WishList Member WooCommerce Integration

Now it's time to blend this duo together with the flick of a switch! Head to WishList Member > Setup > Integrations. In the Payment Providers tab scroll down and click on WooCommerce.

Toggle the integration so that it's switched on like so:

Click Return to Integrations to complete setup.

Step 5: Configure Payment Gateways

Alright, now let's talk about getting you paid! In your WordPress dashboard, scoot on over to WooCommerce > Settings > Payments. Follow the cues to activate PayPal, and drop in your PayPal email.

If you plan to use Stripe as well, you can install an additional plugin for that purpose. Remember to save your changes once you're done.

How to Automatically Assign Membership Levels to WooCommerce Products

Now your Wishlist Member WooCommerce integration is all set up, it's time to explore the amazing things you can do with it!

The first is automatically giving membership access to customers who buy a product in your online store. This is a great way to add value to your products and keep your existing customers engaged with your brand.

Say you're selling a recipe book on your ecommerce store; you can offer automatic access to protected content such as demonstration videos, cookalongs or an online cooking course.

With the WishListMember WooCommerce integration, it's simple to connect your products to a membership level (or multiple levels) so that customers automatically become members.

Step 1: Add Your Product

Head over to Products > Add New.

Fill in the details and click Publish such as product name, description, image, and any tags and categories.

Step 2: Change Access Settings

Staying on the product page, scroll down to the Product data section, and click on the WishList Member tab (see image above.)

Under Access, click in the box next to Membership Levels and select the level you want purchasers of this product to access. You can select multiple levels if you wish. Any time someone buys that product they get instant VIP access to your exclusive online club. ?

This is where your custom levels come in really handy. Say you run a lifestyle site that sells homeware, skincare products and fashion accessories. When a customer purchase a homeware product, they can automatically be assigned the “Homeware” membership level, and get access to special, targeted content and product discounts.

You can even integrate WishList Member with your email provider and send targeted emails specifically for people who have purchased homeware products from your site.

• Hit Publish or Update, and voila! You're all set.

How To Set Special Member Pricing

The WishList Member WooCommerce integration also lets you set up sweet deals and discounts on your WooCommerce products for your existing members. And it couldn't be easier!

On the same Product data section you used to manage access, click on the Pricing tab. Then click on the Membership Level dropdown menu.

Select the membership level you want to create a special member price for and hit Add.

Then a bunch of pretty self-explanatory options will come up.

You can choose to offer a special fixed price, a fixed discount (e.g. $5 off) or a percentage discount (e.g.25% off).

The text you write in the Description field will be what is displayed on your live site.

Once you're done click Save Pricing, and hey presto! It's as simple as that.

You can add another level to manage the discount for that level. If your members belong to multiple levels, they'll be shown the discount for whichever level is closest to the top of the list.

Click and drag the list icon (it looks like 3 lines) to reorder the member levels.

Conclusion

In the dynamic world of ecommerce, standing out is paramount. By integrating WishList Member with WooCommerce, you're not just selling products; you're offering an experience. This powerful combination allows you to:

• Turn Customer Loyalty To The Max
  By turning purchases into exclusive memberships, you're making your customers feel valued and special. Hello, increased repeat business and brand loyalty!
  
  
• Boost Revenue with Special Pricing
  Offering member-exclusive discounts can incentivize purchases and increase your average order value. Whether it's a fixed discount, a percentage off, or a special price, members will appreciate the savings, and keep coming back for more. 
  
  
• Automate Membership Assignments
  Automatically assign membership levels based on purchases, streamlining the process and enhancing the experience for your customers.
  
  
• Pump Up Product Value
  By bundling products with exclusive content access, you're adding more value to every purchase. This can differentiate your store from competitors and justify higher price points.
  
  
• Simplify Management
  Both WooCommerce and WishList Member are user-friendly, and their integration is designed to be intuitive. This means less time fiddling with settings and more time focusing on growing your business.

Want a bonus, biz boosting tip? Once you're all set up with WishList Member, you'll want to shout your site's new features from the rooftops. Well, there's a low-risk cost-effective solution to help you do just that:

• Create an Affiliate Program
  Outsource your sales team with a WooCommerce affiliate plugin that can easily add a plug and play affiliate program to your WooCommerce site.
  
  In just a few clicks, you can set up your site to support an affiliate program, and incentivize customers and affiliate fans to drive traffic and conversions on your site! We highly recommend using this method to get the word out there and accelerate your growth.

But back to the topic at hand – the WishList Member and WooCommerce integration is, in short, a game-changer. It's about creating a holistic shopping experience, where customers don't just buy a product; they join a community. 

So, if you're looking to elevate your ecommerce game, this integration is your ticket to the big leagues. Rock on, ecommerce maestros! ??

Get Started With WishList Member Today

Transform customer experience on your WooCommerce site. It all starts with our robust membership plugin.

1.   Get WishList Member
2.   Use the NEW Quick-Start WIZARD, training videos and support
3.   Launch Your Site!

If you have questions, reach out to our support team here.

“How can I move over to WishList Member?”

You'll be reassured to know that we hear this question a lot.

We’ve all been there. We get excited about using a new platform or program, put all our eggs in that basket, and then sooner or later come to realize it's just not a good fit. 

You are not alone, my friend. We're regularly get this request, and today we're sharing our advice for the smoothest transition so you can start enjoying WishList Member STAT!

So limber up and let's hop to it.

Can You Transfer Your Membership Site Over to WishList Member?

Yes! 100%.

Switching from one membership platform over to WishList Member totally doable. You just need to know how.

The process isn't automatic given the many variables involved with this kind of transfer. It's not as simple as transferring customer data over when you factor in your protected content and membership tiers. But don't let that put you off.

It just takes a little time and effort, but the results will pay off once you're transferred over to our robust and reliable membership plugin.

So our first piece of advice is to give yourself some time to complete everything. Especially, if you have a large site with a lot of content.

Duplicating Your WordPress Site May Help

There are WordPress plugins that can duplicate or clone entire sites. Some examples are Duplicator, BackupBuddy and Updraft. You may want to take a look into one of these plugins as an option.

If you've already started using WishList Member on your site, our plugin stores all settings, members, data, etc. within your WordPress database.

So, if a plugin creates a complete copy of the WordPress site/database, it should include all the WishList Member settings, members, etc as well.

This is explained in more detail (including Plugin suggestions) in this Knowledge Base article, Transfer, Duplicate or Clone a Site.

Checklist Of Things To Consider

When migrating to WishList Member, the road to migration isn't one-size-fits-all.

The current membership platform you're using, coupled with the unique features and functionalities you plan to use in WishList Member, will pave the migration journey ahead.

Therefore, it's necessary to tailor your approach for a seamless and effective transition.

In this checklist, we'll delve into the key considerations and steps to guide you through this process, so you can make the most of all that WishList Member has to offer.

Membership Levels

Firstly, you need to recreate any membership tiers you have on your current membership site.

From your WordPress dashboard, go to WishList Member > Setup > Levels and click the green plus (+) icon to get started.

Read our full knowledge base article, complete with video tutorial, for a step-by-step guide to creating membership levels.

Protect Content

WishList Member makes it easy to keep your content protected and only accessible by your logged-in members.

Easily protect WordPress pages, posts, custom post types, course content, quizzes, categories and comments. This includes access to downloading files and folders that are uploaded in the WordPress database.

With your membership levels set up, you can now protect content and manage which of your members can access it.

The Difference Between ACCESS and PROTECTION

With WishList Member, you can easily mark content as Protected or Unprotected.

Once content is marked as protected, it can be assigned one or multiple membership levels – in other words, you can manage access to your protected pages.

To PROTECT content:

• From your WordPress Dashboard, head to WishList Member > Content Protection.
  
  
• There you will see a list of content types that can be protected. In the example in the photo below, we've selected a page.
  
  
• Click on the name of the content item you want to protect, and a pop up window will appear with the content's current Protection Status.
  
  
• Click on the down arrow and select Protected from the dropdown menu.

To manage ACCESS:

• Once content is marked as Protected, an Add Membership Level option will appear.

• Click Add Level, and select from the membership levels you created earlier. All members within the membership level will have access to the set content.

You can also set Bulk Protection in the Content Protection section of WishList Member.

This way you do not have to go through each individual piece of content. You can select multiple posts, protect them and set the access all at one time.

Learn more in our Bulk Protection article.

Import Your Members On Over

Your current members can be imported into WishList Member as long as there is an option to export the data from the other membership software.

Please understand though that importing data from one system to another can sometimes lead to unexpected results. This depends on the type of data being transferred. 

It is always recommended to create a full and complete backup of the WordPress database before you start any import/export process.

WishList Member provides a Sample Import CSV File that can be downloaded from the Members > Import section.

This is explained in more detail in our Import Members A Different Membership Software Option article. 

Give Access to Current Members & Connect Payments

So far, so smooth!

The next step, will take a bit of time but it's super easy once you know what you're doing.

You need to ensure that your members are assigned the membership level they paid for or are currently subscribed to.

You also need to make sure you connect your current members with their recurring payments.

There are no payment links between your current members in the previous membership site software and WishList Member.

The payment link is created in WishList Member when the member pays and then completes the registration form.

If you want to connect a current member with their recurring payments, you would need to manually update each member's Transaction ID in WishList Member.

Connect the Transaction ID

• From your WordPress dashboard, go to WishList Member > Members.
  
  
• Click on the username of the member you want to edit.
  
  
• Head to the Levels tab.
  
  
• Paste the Transaction ID of the member payment in the corresponding field.

(Now, just so you know… The Transaction IDs in the above image are just examples.)

The Transaction ID may look different depending on the payment processor that you are currently using.

If you paste the Transaction ID from the payment processor into that field it will connect the WishList Member account with the payment in the payment processor.

If the payment is stopped the membership level access will be canceled for your member.

A list of all of our full payment integration options can be viewed in Setup > Integrations > Payment Providers.

• Hit save and repeat with your other existing members!

See? Not difficult. To make the time pass faster, we recommend putting on some music, and allowing yourself to get into a state of flow.

Reach Out If You Get Stuck

We have a super friendly customer success team on hand to help make the transition as easy as possible for you.

Migrating over to WishList Member is simple once you know what to do, so if at any point you feel stuck, we'll be on hand to set you in the right direction.

Need help understanding how to format your data? We're here. Confused about integrating payments? We'll sort you out. We're happy to have you join us, and we're committed to demonstrating that you made the right choice choosing WishList Member. Just get in touch.

Wrapping Up

Switching to a new membership platform might feel daunting, but armed with the right tools and knowledge, it's a breeze.

Whether it's setting up membership levels, protecting your content, or ensuring that member payments seamlessly transition, every step is manageable. And remember, at the heart of this move is your ambition to offer your members the best experience possible.

WishList Member is built to be user-friendly and versatile, designed to handle the complexities of a membership site with ease.

But, if ever you feel overwhelmed, just know that our team is ready and eager to assist. We're here to ensure that your transition is as smooth as Idris Elba reading a bedtime story.

With the right guidance and a bit of patience, you'll soon realize the benefits of using WishList Member. And once everything is set up, you can sit back, relax, and watch your community thrive.

Get Started With WishList Member Today

1.   Get WishList Member
2.   Use the NEW Quick-Start WIZARD, training videos and support
3.   Launch Your Site!

And… Welcome Aboard! We look forward to you joining our family. 

Watch or read on and we'll show you step by step how to connect WishList Member to one highly popular payment system: ThriveCart.

By following these steps, you'll be able to streamline your membership site and automate the process of adding members when they make purchases.

Explore the powerful ThriveCart and WishList Member integration and unlock the potential to effortlessly streamline your membership site.

Discover how this integration can revolutionize the way you manage and automate member access.

What is ThriveCart and Why Integrate It With WishList Member?

Before we dive in with the “how to” of the ThriveCart WishList Member Integration, let's ease in by explaining what ThriveCart is and the benefits of linking it to your membership site. Let's break it down!

ThriveCart is a powerful shopping cart platform designed to make selling digital products and services online a breeze.

With its user-friendly interface and robust features, it allows you to create beautiful checkout pages, manage affiliate programs, and even handle subscriptions.

Whether you're selling an eBook, online course, or membership access, ThriveCart has got you covered.

Now, you might be thinking, “That's great, but why should I integrate ThriveCart with WishList Member?” Well, here's why:

1. Streamlined Experience: When a customer makes a purchase through ThriveCart, they are automatically added to the appropriate membership level in WishList Member. No manual work required!
   
   
2. Save Time: This automation saves you valuable time and reduces the risk of errors. It's like having a virtual assistant working behind the scenes!
   
   
3. Unified Management: With ThriveCart and WishList Member working together, you can manage everything from payments to memberships in one place. This unified approach simplifies your workflow and helps you stay organized.
   
   
4. Improved Member Experience: Your members will appreciate the smooth and professional sign-up process. They'll be able to access their membership content right after purchase, enhancing their experience and satisfaction.
   
   
5. Scalability: As your membership site grows, this integration ensures that you can handle an increasing number of transactions and members without a hitch. It's a scalable solution that grows with you.
   

In a nutshell, integrating ThriveCart with WishList Member is all about efficiency, automation, and providing an exceptional experience for both you and your members.

It's a win-win situation that can take your membership site to the next level.

How To Set Up ThriveCart On Your Membership Site

Step 1: Locate ThriveCart in the Setup Menu

Let's get started by heading to your WordPress admin dashboard. From there, navigate to WishList Member > Dashboard > Setup.

In the setup menu, find the Integrations option, and make sure you've selected the Payment Providers tab. Here you'll see a whole load of payment system integrations. For this tutorial, we'll focus on integrating WishList Member with ThriveCart.

Step 2: Activate ThriveCart

Click on ThriveCart and Activate the integration by clicking on the slider. You'll notice an API key and a WordPress URL field. These details will be essential for connecting ThriveCart to WishList Member.

To get these details, you'll need to sign up for ThriveCart if you haven't already, as it's a paid platform.

Step 3: Configure ThriveCart

Login to your ThriveCart account by visiting their website. Access your ThriveCart Dashboard, click on the dropdown menu at the top right, and select Settings.

In the settings menu, navigate to Integrations and locate WishList Member.

Click on View Settings > Edit. Here, you'll need to paste the WordPress URL and API key obtained from WishList Member. Save the settings to complete the integration.

Step 4: Link Membership Levels and Products

We're going to assume you've already set up your membership levels in WishList Member, but if you haven't yet, now's the time to do it.

Here's a handy guide to setting up levels. Or if you need more help setting up WishList Member, click here for step-by-step instructions for building your membership site in WordPress.

Once that's done, return to ThriveCart and create a product. Let's say you want to create a test product. Head to the Products tab and click on Create New Product.

Fill in the details, such as the product name and pricing. Specify the payment processor, like Stripe, and ensure your Stripe or other accounts are set up and linked with ThriveCart.

Next, you can define what happens after the purchase by selecting WishList Member from the dropdown menu.

Choose the membership level to apply to the purchase, specify a login URL if desired, and save the settings.

Step 5: Congratulate Yourself!

Give yourself a pat on the back! You have successfully integrated ThriveCart and WishList Member for your membership site.

Now, when customers make purchases using ThriveCart, they will be automatically added to the corresponding membership levels in WishList Member. This straightforward setup ensures a smooth experience for both you and your members.

Remember to test the integration to ensure everything is working as expected. If you have any questions or encounter any issues, feel free to reach out for assistance.

Ready to Transform Your Membership Site?

You've just learned how to integrate ThriveCart with WishList Member, a powerful combination that can revolutionize your membership management. Isn't it exciting to think about all the time you'll save and the seamless experience you'll provide to your members?

Now it's your turn to take action!

1. Start the Integration: If you haven't already, follow the steps above to integrate ThriveCart with WishList Member. You've got this!
2. Need Help?: If you have any questions or run into any issues, don't hesitate to reach out. Our friendly customer success team is here to assist you every step of the way.
3. Stay Tuned: Want more tips and tutorials like this? Follow us on Facebook, Twitter, YouTube, and LinkedIn to stay up-to-date with the latest insights and guides.

Remember, integrating ThriveCart with WishList Member is not just about streamlining your process; it's about enhancing your members' experience and growing your community.

You've got the tools and knowledge; now it's time to make it happen!

Happy integrating, and here's to your success! ?

If you want a good way to make a WordPress page visible to users only we’ve got some fairly simple steps for you.

WordPress offers options for pages and posts to be set as private and not viewable to the public. 

Only those with special permissions will be able to view or have access to that content.

You can also set a page or post as password protected. So, only those with the specific password will be able to view or have access to this type of content.

In order to set your page as either private, public or password protected go to the edit section of the page.

You’re looking for the Publish section.

Depending on your WordPress theme this will either be to the right sidebar, left sidebar or down the page a bit and above the Page Attributes.

If you want the page set as private select the Private option as shown in the following image.

In order to allow users to gain access to private content they need to have  a permissible WordPress role.

Here are the Main WordPress Roles to Consider…

• Administrator: Admins have the ability to edit, access, add, delete or publish any content. They are also able to add and remove other users. They can change the WordPress theme, plugins and such.
• Editor: Editors can also edit, add, delete and publish content. They have no access to the theme or plugins or other administrative sections.
• Author: Authors can add, edit, publish and delete their own posts only.
• Contributor: Contributors can basically contribute to the site. They can write and edit or modify their own posts, but that’s all. They cannot publish them.
• Subscriber: Subscribers can only attain access to content and only after logging into the site. 

The only WordPress role that can view Private Pages are Editors, other than the Administrator of the site, of course.

There are several reasons why you may want to set your page as private. 

Reasons to Set a Page as Private

• Internal or Team page
• Forums and Communities 
• Launching a product, service for specific people
• Updating the content 

You can also select the Password protected option if you want your WordPress page or post to be protected by a password. 

Be sure to click the OK under the options. You’ll also want to click Publish.

If you’ve already published your page you can click Update and it will save your changes.

Do You Have a Membership Site? 

Depending on which membership site platform you’re using you’ll be able to set content for just your members.

If you have either a paid or free membership site on WordPress you’ll want to protect the content for your members of that specific membership level. 

Thankfully, the WishList Member plugin makes this a simple task.

There’s a couple of methods you can use make a WordPress page visible to users only.

If you want to completely hide content from the public or from other  members in a different level you can use the ‘Hide/Show’ feature.

This way there will be no visible content or listings available. The members will need to be logged in so they can view the content.

We have more information on this method located in our Knowledge Base, located here:

Only Show Content for Each Membership Level

If you want to just protect content you can do that either in the page itself or in the Content Protection toggle with the WishList Member dashboard.

The protection works like an on and off switch and will make a WordPress page visible to users only. 

You can turn the protection on and then only the members in the specific level will be able to have access to the content.

If it’s turned off then all non-members will be able to gain access to it.

If you want content to be accessible only by members within a level you need to set the protection.

The Access works as a doorway. It allows the members in a specific level to gain access to the content.

You set the Access by adding the membership level or levels in the box below the Protection setting.

Here you can see the Protection and Access settings in the Content Protection toggle or tab. 

Always remember to save any of your updates.

You can find more information about the Protection and Access with WishList Member here: 

Protection and Access Overview

If you want to listen in on some really great interviews of top leaders in the industry, be sure to check out The Memberships & Courses Podcasts! 

You’re sure to be motivated, interested and enlightened with the up-to-date and valuable information shared within each podcast.

Have a Happy & Productive Day!

~ Bobbi 

One of the most exciting things recently was the addition of how to show your menu based on Membership Level. So in today's video, I'm going to show you how to set that up. Coming up.

Hello, everyone, and welcome. My name is Mak, and in today's video, it's all about customizing your menu based on Membership Level. All right, so let's dove in and let me show you how to do this. I'm going to pretty much make sure that I've created the pages that I need. So what you want to do is to create the pages. Let's say, for example, you have live training that is only accessible to, say, VIP members.

So you want to make sure you create that page first. Or let's say you have a dashboard and this is the main landing page which people access as soon as they log in. So, again, this page has to be created first, because if you try to apply what I'm going to show you without creating these pages, it won't work. So I've gone ahead and I've created a dashboard page and I've also created a page for live training.

OK, so now the other part that makes also this work is you also need to have the Membership Level. So in this case here, if I come to WishList and go to my dashboard, it actually shows me all my Membership Levels. And here you can see I have the Membership Level called “Free Audio”. I've also got “VIP” and I've also got “Mak.” OK, now let's head over to our menu. Now that we have all these things set the pages and the Membership Level.

So over here now if we go to our menu and also I almost forgot, you want to make sure you're running the latest WishList Member version because this is what has this update. All right. So over here now, you want to hover over where it says appearance and then click on menus. So here now on menus, this is where you would come over here and select the pages that you've created and add them onto this list. So I've already gone ahead and done that.

And you can see here, I've got this live training and also the dashboard page. OK, now here's the thing.

When you click here on this dropdown, now you have this WishList Member protection. Right at the moment, it's set to no protection, which means that anyone can see this link or this page.

So now when I click on this dropdown, I have to now decide which Membership Level sees this page. And this is very, very powerful. I mean, you can see how this can make your website really flexible and also very easy to use for your members.

Now, here's the thing. So I want my members here to be logged in and a member of a selected level. OK, so now I'm going to click here and I'm going to choose my Membership Level. So I want this page only to show for VIP members. So now I can select my Membership Level and it's VIP. And you can also add multiple levels here if you wanted to. But mine is OK with VIP. I'm going to click on Save Menu.

Now, let's say I also want this page here called Dashboard to show only for logged in users because it makes sense that way because if you have a dashboard which only shows for everyone, even if they're not logged in, it's not very good usability on your website because they're seeing a dashboard which they can't even operate because you have to be logged in anyway to access all those things on the dashboard. So this is why we need to make sure that this page is only for logged-in users.

So let's go ahead and fix that. So back over here on our page now, before I do that, I'd also like to just quickly visit our website so you can see this menu right now. So I've just opened my site in a new tab and now you can see Dashboard is showing here. OK, so this is fantastic. It's showing. But what we want to do now is we want this page only to show for logged-in users.

So I'm going to click on this dropdown and you can see here, WishList Member protection says no protection. So if I click here on this dropdown now, I can say for logged-in users, OK, so this means this is going to be only accessible to anyone that has logged in. So now I can go ahead and save my menu. So if I come to my page here and refresh, this will show because I am logged into my website.

OK, but notice that the VIP is actually not showing. So one way to make it show is to make sure that I am set to the VIP level. So let's come back over here to our dashboard. So we're going to go to the members. And here so far we have three members or three users. This one is mine. So I am Mak Admin. This is the main one. So let me add myself to a Membership Level VIP, “Add to Level.”

OK, so now that I've added myself to the VIP level, I should be able to see that link now, which says live training. So I'm going to refresh. There we go.

So live training is now showing because I'm part of that Membership Level. This is very, very exciting. I'm really excited about this feature. Now, let's see what happens if we try to view this site in Incognito Mode. Is it going to show live training and is it going to show the dashboard page? So let's go ahead and see what that looks like. So copy this URL here.

And now let's open a New Incognito Mode or New Incognito Window. OK, so that's my URL. So let's see what happens now. OK, there we go.

So you can see here the dashboard is not showing and also that VIP page is not showing either. So that means that this is working fantastically. So what I would highly recommend for you is to make your site easier to use for your members. You need to start using this feature on my own website. I also use WishList Member, and I've been struggling to show the page where I would like people to download some of the templates that I'm giving away for free.

Right. So I would have to really send emails out and send the link to where they need to download it. But now it's easier because when they log in, they are going to see that link on the navigation.

So which means they can click on it and it is there for them. And the good thing about it is I can actually choose what link to show based on the Membership Level. So you want to make sure you go in and set that all up and also you can show some of your pages based on if they are logged in or if they are logged out. And this is also a very, very, very powerful feature. It just makes your menu look more organized and it won't have too much going on on it.

So I would highly recommend that you go in and use this feature in this manner. All right, guys, that's all I have for you in today's video. Thank you very much for watching. And I'll see you in the next video. Don't forget to hit the subscribe and bell notification. By doing so, you'll be notified when new tutorials are released. All right.

Take care. Bye-bye.

In today's video, I'm going to be showing you how to integrate TutorLMS and WishList Member.

Coming up.

When it comes to creating online course websites, there's quite a few players out there that are really, really good. I know we've covered LearnDash, but today we're going to be covering TutorLMS and how it integrates very well with WishList Member. All right. Let's dove in and let me show you how. So first of all, I am here now on TutorLMS. So once you've installed it, there's a free version. You install it as a plugin and to install it, you want to come over here to your Plugins.

Click on Add New and just search for TutorLMS. So here it is, as you can see, it's active on twenty thousand websites and also I've gone ahead and installed it and activated it. Now this one here is free. There is also a Pro version but you can have an online course website up and running without the Pro version. It's just the Pro version just has extra features. All right. So the next step now, now that we've installed TutorLMS is to install WishList Member.

And again, I've already gone ahead and installed a WishList Member. So now let's prepare this integration. So first of all, you want to make sure that you create your course on TutorLMS. So I'm going to come over here, go to courses. Now, I have a course that I created here called First Course. So let's add a new one so I can show you how easy it is to add a new course. OK, so we are going to call this course free course in here.

We're going to give this a description. I'm going to paste it like that. And then over here is where you would do the course builder and set it all up. OK, now, over here on the right, we can set our featured image. So I'm just going to come over here and just add my featured image and go with that one. OK, great. So here we can see that we have WishList Member, but I'm not protecting anything right now.

OK, so with this all set, I'm just going to go ahead now and say publish, publish one more time. So now I've created my free course. Next, I'm going to go back over here and this is where we need to go to WishList Member, click on Dashboard so we can see what is happening. So as you can see, we have a free membership here. We can also add a new membership, which we can associate with the free course that we've just created.

So to do that, I'm going to come over here to “Setup”. So on the levels here, I'm going to click on this + button and say free membership. OK, so I'm call this “free course level.” Click “apply.” OK, so now that I have my level, the next step now is to head over to the integration. So I'm going to come over here to “integrations,” “Other Services,” and TutorLMS is right here, so I'm going to click on “TutorLMS,” “Activate” it.

So now we can see we have our Membership Level. So how this works is we want that when someone is added to that Membership Level, they are automatically enrolled onto our free course. So to do that, he's going to come over here, click on this pencil icon. So we want to say when added to this Membership Level enroll in the free course. OK, so this is what we can do with our integration and then enroll existing members.

You can also check this if you have existing members that you want to enroll onto this free course. OK, we can go further now and remove them from certain levels of courses if we need to. But this is just the main basic integration that we can do. All right. So now that I've set all this up, I'm going to click on Save and Close. But we also have other actions and that is over here on “Course Actions.” We can say, OK, if they are on this course, free course, what should we do?

OK, we can say add them to a level which is the free course level, or we can cancel from a level or we can remove from a level. So these are the other options that we can do. But this is the basic integration that we need. So we want that when someone gets added to this Membership Level, they are enrolled onto our course that we've chosen here. So that is very, very powerful. OK, so now that we've set up everything, what's going to happen now is when someone gets added to that Membership Level, they are going to be automatically enrolled onto that course.

Let's dive in and let's take a look at our course level. OK, so back over here now on courses on TutorLMS. If I go now to my free course and click on “Edit”, we are now going to “enable” our protection. So I'm going to click here on “enable” protection. Right. So right now it's set to unprotected. So we want this to be protected and we want to give this course access to our Membership Level, which we created here, which is the free course level.

OK, so now that it's all said, I'm going to apply settings.

So now our course is locked and anyone who does not have this level will not be able to have access to the course. So pretty much now we've built this whole set up and it's working pretty much just like a machine. So when someone gets access to the free course level, they're going to be enrolled on the course just like that. So next, I'm going to hit update. OK, so that is how you connect TutorLMS and WishList Member. In future videos, I'm going to be showing you how to create a complete fully working website with TutorLMS and WishList Member.

All right, guys, that's all I have for you today's video. Thank you very much for watching. I'll see you in the next video.

Take care.

Hello everyone, and welcome in today’s video. I’m gonna show you how to update member details on your membership website.

Coming up!

Build your membership site step-by-step with this tutorial.

Alright, so sometimes, when you have a membership website, there are cases when you want to go in and perhaps maybe even move members manually from one level to another. Or even remove access to other parts of your membership.

So in this video, I’m going to show you how to do that. Now, I have a membership website that uses WishList Member, and I do this occasionally where I specifically want to give access to a member; to go to a specific level, or even downgrade them to another level. So, I’m going to show you step-by-step how to do this.

You can see here that we have one user, now this already me. So, if I go here to all users, you are going to see “Mak Admin.” Now, that’s me.

So let’s say “Mak Admin” is saying, “Oh, you know what I’ve just bought a product, and for some reason, I’m not added to a membership level, please can you assist with this?” So this is where now, you come to your website, and you go to “Dashboard.”

Now, sometimes what I do is I search the user over here. So, let’s search for “Mak Admin.” Sometimes, you can just use the email address as well. And this will just be the same results.

So, this is where you can specifically go to that member where you want to make changes to. So while you’re here, there are several things that you can do; you can select the user, and then choose an action so you can “Move to Level,” “Add to Level,” or “Remove from Level,” and so on.

You can even “Cancel from Level.” Now, of course, you may not want to do this since there’s only one person. Now this is ideal if you want to do this in a bulk process. Let’s say there’s 10 of them that you need to do on one go. Rather than do it one by one, you can just select multiple of them and then go in and use this action over here.

But, over here on the bottom, I can just click on this “Plus” button, and again, I have my membership levels here. So I can go in and say “Okay, I wanna add ‘Mak Admin’ to ‘Free Module’” and I can also choose the registration date. So let’s say the registration date is today, Wednesday, the 12th of August. And then here, I can choose “send the level notification settings”, “email notification”, or “do not send notification”.

So, it’s up to you what you want to do in this space. I have to go back here, and just go back. And choose on date. Now over here, email confirmation, I can say it “Require Confirmation,” now this is ideal, let’s say in those cases where maybe the person says “Well, I don’t know that you added me to the level.” So, I usually use this option because I want them to confirm that they’ve actually added themselves onto that level.

So, you may want to go ahead and do that. Here, email notification, I can say “Send email notification” as well. So, once I’ve done this, I’m pretty sure now that the user here has been added to that specific level.

Now, I can click on “Add to Level,” and this will take me to that membership level, which will then give me access to whatever it is that is on this “Free Module.”

Now, let’s say at any point you want to remove this membership level, what’s really cool is when you hover over this area here, you get these three icons. And these three icons do specific things. Now, this one here, will move to a level, so pretty much it does what we have here at the top, “Move to Level,” and so on.

So, if I mouse over here, you can see I can move to level, and this brings me here. Of course, I only have one membership level here.

But if I have another one, I can move “Mak Admin” to it and another level. Okay, so that’s how you manually do it.

You can also schedule this. So, let’s say you want to move this on a specific date. Let’s say Saturday, the 15th, you can go here and click your date, and that is really cool.

Now, the other option here is that this one here will cancel from the membership, and this one here will remove from the membership.

Right, so there is also one more feature here which is really cool. You can access by coming over here to this “Pencil” icon. Now, if you click on this Pencil icon, this now gives us more information about this user.

So, if I have my first name here, you’ll see my “First Name,” “Last Name,” and if I’m subscribed to “Email Broadcast,” you would see it checked here, the email address, and so on.

So, let’s say they have forgotten their password and they can’t reset it. So, this is where you would come in and “Send Reset Password Link to the Member.” Now, I’ve had so many cases where maybe it’s because of the plugins that I was using, where they couldn’t reset their password.

So, I would come over here and send the reset password  to the member just by clicking over here. And, of course, I would change the password here. I could either manually type it, or I could use the “generate,” and this will generate a password for me, and then I can send this over here.

So, this is a really cool feature if you’re having any issues on your website, and your members are trying to achieve something that they can’t do themselves.

So, that’s pretty much all I have for you for today’s video. Thank you very much for watching, if you like this video, don’t forget to Subscribe, hit the Bell Notification. By doing so, you’ll be notified when new videos are released.

Until next time, thanks for watching, and I’ll see you on the next video. Take care!