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Frank Hagan
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    WordPress Integration Overview

     

    About ONTRAPORT's WordPress Integration

    ONTRAPORT supports integration of your existing or new WordPress site to create a robust membership site. Features include:

    • Granular protection of any page or post so only members can see the page
    • Sell or give away membership levels, and drip content only to that level using a Campaign
    • All member management is centralized in ONTRAPORT (billing, granting or removing access, etc.)
    • Easy integration of ONTRAPORT media into WordPress (forms, video, images)
    • A built in Customer Center where members can download invoices, update payment details, etc.
    • A built in Partner Center where affiliates can obtain promo tools, see approved commissions, etc.
    • Unlimited membership levels
    • Custom login page and branded "Password Reminder" capability
    Prerequisites
    • ONTRAPORT Pro and above only
    • Stand-alone WordPress site or
    • ONTRAPORT hosted WordPress site
    Activate the WordPress Integration and Install PilotPress
    1. Click the profile icon in the top right and select Administration
    2. Select Advanced Features
    3. Slide the toggle next to WordPress to ON

      WordPress Activation Toggle in Administration Advanced Features
    4. You can now integrate an existing WordPress site or a new WordPress siteto install PilotPress. This will be accomplished by in the Administration > Integrations Tab > Wordpress Website.
    Protect Contact on WordPress Pages, Posts and Categories via PilotPress

    ONTRAPORT uses the PilotPress plugin to integrate your WordPress site with your ONTRAPORT account. Each page or post will list the membership levels created in ONTRAPORT, and any of them can be selected to protect the page or post.

    Each membership level is discrete and not dependent on a higher or lower membership level. Membership permissions are stored in the database and not dependent on the website's .htaccess or other configuration file.

    Category protection allows all new posts in a WordPress category to automatically inherit protection levels, ideal for autoblogging or blog-by-email systems. Any individual post can have the protections expanded, or removed entirely, without affecting the rest of the category posts. See this article for more details about protecting your content.

    Create Membership Levels in ONTRAPORT Membership levels can be created either when launching a new WordPress site using ONTRAPORT or when editing an existing WordPress site that has already been integrated with the Pilotpress plugin. These levels determine the levels of access a person has to pages, posts, and content therein that you have created in your WordPress site.

     

    Once membership levels are created, you can set the levels required to view your pages and content within WordPress. Then, within ONTRAPORT, you can assign contacts, affiliates, and customers to their designated membership levels and are even able to automate this process entirely. See this article to learn how to create membership levels in ONTRAPORT.
    How WordPress Membership Site Integration Works

    The PilotPress plugin creates a deep integration between WordPress and ONTRAPORT. Before each page loads, PilotPress checks to make sure the member has access to the page. If access to that page or post has not been granted the member is redirected to another page you select.

    When a member enters the Customer Center (if configured), PilotPress communicates with ONTRAPORT to display their information and allow them to change their credit card details, view their invoices, etc.

    If the member is also a Partner in ONTRAPORT they have access to the Partner Center where they can obtain the promo tools with their Partner ID information included, the sales history and commissions paid and owed.

    Because of the deep integration with frequent communication between your WordPress site and ONTRAPORT, the PilotPress plugin must be the only plugin handling membership, redirection, or page rendering on the site. Cache plugins must be configured to ignore the PilotPress protected pages, or they will try to render the page without regard to the protection level.

    To integrate an existing WordPress site, click here. If you'd like to integrate a new WordPress site, see this article.

    Avoiding Plugin Conflicts

    Because of the deep integration with WordPress, the PilotPress Plugin is incompatible with any plugin that manages the following WordPress features:

    • Custom Login Pages
    • Redirection
    • Membership
    • User Role Editors
    • Caching (unless it can be turned off for protected pages)
    • WordPress Editor enhancements (TinyMCE Advanced, etc.)

    WordPress has over 50,000 plugins and we are unable to test all of them. Symptoms of a plugin conflict include protected pages being visible to non-members, members having to log in again when navigating to another protected page, and content not being visible in the WordPress editor.

    Assessing Your Current WordPress Site

    It may be advantageous to install a new instance of WordPress in a subdomain or folder on your current site to provide a clean environment. Consider this option if:

    • You have multiple plugins (we find that more than 10 to 15 plugins complicates troubleshooting, but this is not a hard and fast rule. See Avoiding Plugin Conflicts above.)
    • You use BuddyPress or other social plugins that modify user roles or profiles
    • You have an existing membership or affiliate program plugin you want to continue to use

    An example of a subdomain is the URL "members.your-domain.com" where "members" takes the place of the usual "www". A folder based site would use your existing domain name with a folder name, such as "www.your-domain.com/members".

    WordPress Integration Resources

     

     

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    Comments

    • Avatar
      Hasan Sume

      I don't have the option to create a Wordpress site. Only landing pages.

    • Avatar
      Frank Hagan

      Hi Hasan,

      Thanks for your comment! We added the ONTRAPORT Basic account level after this article was written, and had not yet updated the Prerequisites section. The full WordPress integration is for the ONTRAPORT Pro and Team accounts only. You can see the features for each of the ONTRAPORT account levels at https://ontraport.com/pricing (click on the blue button that says "View All Features"). 

      You can embed your ONTRApages landing pages inside of your WordPress site using the ONTRApages plugin. You can search for "ONTRApages" inside your WordPress Admin section (in the Plugins area), or visit this link to see details on the plugin: https://wordpress.org/plugins/ontrapages/

       

       

    • Avatar
      Michael Sheely

      Thanks for making API available in your Basic membership level. I'm hoping to fully integrate Ontraport with my WordPress website, taking advantage of the open and flexible API. Is there any way to do this? Or is the release of the API for Basic members geared more towards other 3rd party apps and not WordPress? Beyond using the Ontrapages WordPress plug-in, is there anything else I can use to connect my WordPress site with my OntraPort contacts?

    • Avatar
      Matheos Galatis

      Is there a video or some picture examples of what the membership area can potentially look like?

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