Add Members & Release Drip Content in WordPress

About Adding Members and Dripping Content

Applies to: ONTRAPORT Plus and above.

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.

Note: Members are not added to the WordPress database until the first time they log into the site. Your Contacts who are given membership credentials in ONTRAPORT must log into your membership site to create a User in WordPress. This method is used to prevent overwhelming your WordPress site with hundreds of registrations per second during a launch or promotion.

Create a Campaign to Add Members to a WordPress Membership Site

Navigate to Campaigns. Create a new Campaign or open an existing one related to your Membership site.
For an existing Campaign, you can add a new Goal element for the fill out of the membership form. In a new Campaign, use a new Trigger. The following settings will work for either element.
In the Goal or Trigger, use the dropdown to select "Contact submits a Form" under the CRM heading.
Use the dropdown next to "Contact submits" to select the membership order form. If needed, you can choose to create a new membership order form; you will return here when it is saved. Use the drop down next to "& order" to select is successful.
Adjust the Settings for the Goal or Trigger, including:
- Which Contacts can achieve the Goal (all in account, only on this Campaign, etc.) "Anyone in account" is the most often used setting.
- What happens if they are already on the Campaign map? The most common choice will be "Add here again". However, if you have a free membership program and want the Contacts to only gain membership once even if they opt in several times, select "Ignore this" Trigger or Goal.
- If the trigger can only be achieved once per Contact (checkbox)
Click Done once the Settings are complete.
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.
Below the Give WP Membership Access element, add a Send an Email action element.
Create the email message.
- Insert the merge fields for Username and Password for your integrated WordPress site.
- Add and hyperlink the URL where members can login.
- Click Settings and enter subject line, send from, reply to details and click the copy from HTML button.
- Save the email.
Optional: If you plan on adding Contacts to your membership site manually:
1. Below the Added to Campaign element, add a Go To filter element.
2. Connect the arrow to the Give WP Membership Access element.
Save and Publish the Campaign.

Note: Members are not added to the WordPress database until the first time they log into the site. Your Contacts who are given membership credentials in this Campaign must log into your membership site to create a User in WordPress. This method is used to prevent overwhelming your WordPress site with hundreds of registrations per second during a launch or promotion.

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 dropdown 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

Comments

Dr. Kelly Schuh December 05, 2014 03:03

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.

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Frank Hagan December 05, 2014 15:35

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.

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Chad Root March 05, 2015 21:16

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?

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Danno Sullivan June 09, 2017 22:25

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

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Kevin Thom July 05, 2017 02:38

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.

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Kevin Thom July 05, 2017 02:40

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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Martin Cogburn

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