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    Add Members & Release Drip Content in WordPress

     

    About Adding Members and Dripping Content

    Create a simple Campaign that provides access to a WordPress site integrated with ONTRAPORT using our PilotPress plugin. The campaign handles all the details of sending the new member their log in credentials, adding and removing membership levels, and keeping them engaged.

     

     

    Prerequisites
    Create a Campaign to Add Members to a WordPress Membership Site
    1. Navigate to Campaigns. Create a new Campaign or open an existing one related to your Membership Order Form.
    2. Add a new Goal element or modify an existing one. We recommend making a Goal so you get better stats in Performance mode reporting.

    3. Click the + Add Goal button. Add a new Goal element or modify an existing one.



    4. Click the + Add Goal button and use the dropdown to select "Contact submits a Form" under the CRM heading.



    5. Use the dropdown next to Contact submits to select the membership order form. Use the drop down next to & order to select is successful.



    6. Adjust the Settings including:

      • Which Contacts can activate/achieve
      • If activated/achieved and already on map
      • If the trigger can only be activated/achieved once per Contact (checkbox)
      • Click Done once the Settings are complete.

    7. Give access to the WordPress Membership site

      • Add a Give WP Membership Access advanced element below the Goal (or Trigger) element.



      • In the settings panel, select the website to give access to. If you have multiple websites connected, be sure you select the right one! Then, select the membership level.

      • Click Done in the Settings panel.



    8. Below the Give WP Membership Access element, add an email action element Goal.



    9. Create the email message.
      • Insert the merge fields for Username and Password for your integrated Wordpress site
      • Hyperlink the URL where members can login
      • Click Settings and enter subject line, send from, reply to details and copy from HTML
      • Save the email


      Email sending WordPress credentials

    10. Optional: If you plan on adding Contacts to your membership site manually (instead of purchasing the product), you may wish to follow the instructions below to make it easier to manually add Contacts to your Campaign map.

      a. Below the Added to Campaign element, add a Go To filter element.
      b. Connect the arrow to the Give WordPress Membership element.

    11. Save and Publish the Campaign.

    Drip Content to WordPress Members

    You can drip out content to your members by adding a few extra elements to the process outlined above. On the same Campaign map you use to add members to your WordPress site, add additional Give access to WordPress Membership Level advanced elements to change or update the Membership Level to other levels.

    The Campaign can have Waits inserted at desired intervals to drip the content. You may then add Email elements after each Give access to WP Membership element in the Campaign to notify your subscribers that new content has been released.

    If you plan to add members to your Campaign map manually via the Contact record or Contact Groups, see step 10 in the section above.

    Add a single Contact to a WordPress Membership Site

    Add a single contact to your WordPress site in the Memberships tab of their contact record or by adding a manual transaction for the membership product purchase to the contact. If you used a Goal as listed above, the Contact should be automatically added to your Campaign map by achieving the Goal.

    Add Multiple Contacts as Members

    Subscribe a selection of contacts or an entire group of contacts to your new membership Campaign using the Actions drawer.

    Select your Contacts or group of Contacts and select Campaigns from the action bar. Ensure Add is listed in the left dropdown, select the Campaign and click Submit.

    Manually Remove Member Access from a WordPress Membership Site

    Removing member access from your WordPress site is just as easy as adding it. However, removing access erases the former membership level. To temporarily disable access, set the field Status to Disabled in the Contact record on the Memberships tab.

    Removing the membership level entirely is not recommended unless you are certain the member will not be returning.

    Note: No record is kept of the former membership level.

    Disabling Membership Access

    Automatically Remove Member Access

    Change the Status field using an Update Contact action element in your Campaign. This can be part of a credit card failure sequence to temporarily suspend access to the site, and then restore the access by changing the field back to Enabled when a successful card payment is made. Use the Update Contact element and select Website Subscribers > Website > Status.

    A second pulldown will appear. Select Disabled.

    Troubleshooting Logins

    The most common membership issue is failure to log in. Many contacts copy and paste the password and inadvertently add an extra space to the end of the password. Here are some tips to overcome this common issue:

    • Remind your contact to carefully copy and paste the password in your welcome email
    • Use a mono-spaced font such as Courier New for the username and password merge fields. This makes the username and password easier to read.
    • Add instructions on the log in page stressing the importance of entering the password correctly, and provide a lost password link
    WordPress Integration Resources

     

     

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    Comments

    • Avatar
      Kelly

      Is it possible to let users choose their own username? I have Buddypress installed and am not happy with the profile name being their email (without the dot, but otherwise it is a complete email address!). They can choose/change their nickname but the profile name still shows up when someone views their profile.

    • Avatar
      Frank Hagan

      You can manually edit their usernames in the Contact record, or they can edit their user name in the Customer Center. But there is no automated way to change their username.

    • Avatar
      Chad Root

      If you drip new content as suggested above by adding new membership levels for new content, does the person get a different password for each notification?

    • Avatar
      Danno Sullivan

      This article needs some serious re-writing. The instructions are a little kookoo!

    • Avatar
      Kevin Thom

      I agree with Kelly that the profile name being their email is a really bad idea. Many Wordpress sites include community features that show the username. Because ONTRAport sets the username as the email address and doesn't populate first name/last name fields, Wordpress ends up revealing their email address. Doesn't seem too much to ask for ONTRAport to populate the First Name/Last Name fields and then make a username/nickname based on that instead of making email addresses public.

    • Avatar
      Kevin Thom

      At the very least, do not make the username their email address. That's a shockingly stupid and shortsighted design decision.

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