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Frank Hagan
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    WordPress Integration Overview

     

    About ONTRAPORT's WordPress Integration

    Applies to: ONTRAPORT Plus and above accounts

    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 or post
    • 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 WordPress websites
    • Unlimited installations of PilotPress on any WordPress website you own
    • Unlimited membership levels
    • Custom login page and branded "Password Reminder" capability
    Integrate your WordPress site with ONTRAPORT

    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. Select Integrations
    5. Click WordPress Websites. You can now integrate an existing WordPress site or a new WordPress site to install PilotPress, create membership levels and grab your API key to install the PilotPress plugin on your WordPress website.
    Install PilotPress

    Log into your WordPress admin section and install the PilotPress plugin by visiting Plugins > Add New and uploading the plugin. 

    You will be asked for the App ID ("Application ID" in WordPress) and API Key during activation. After entering those, visit the PilotPress settings section below for further configuration. Learn more about PilotPress settings here.

    Protect Content on WordPress Pages, Posts and Categories via PilotPress

    Open any existing post, page or custom post type in the WordPress editor. A new section named PilotPress Options will be at the top right, showing the membership levels you created in ONTRAPORT.

    PilotPress options appear at the top right in the WordPress editor

    Access Levels: Check the box next to the membership level to have access to the post. PilotPress uses discreet permissions, so only the membership levels you select will have access (lower membership levels do not automatically gain access). 

    Show in Navigation: Protected pages are not shown to non-members in WordPress menus unless you check this checkbox. 

    On Error: Non-members are redirected to this page.  This can be used to remind members to log in (as shown) or to send non-members to a sales page for your membership program.

    Protecting Entire Categories of Posts or Custom Post Types

    Navigate to Posts > Categories. Create or edit a Category to show the PilotPress Permissions section. Select the membership level that should have access to the posts in this category. Select the page to redirect members who do not have access to the category.

    membership protect categories using PilotPress using this dialog box

    Access Levels: Check the box next to the membership level to have access to new posts in the category. 

    On Error: Non-members are redirected to this page.  This can be used to remind members to log in by selecting the login page, or to send non-members to a sales page for your membership program. 

    Also protect all individual posts in this category: This will be checked by default. In order to remove protection from the posts or custom post types in the category, uncheck this box. 

    When editing an individual post or custom post type that is in a protected category you will see this dialog box. You can override that individual post's protection and set permissions manually. 

    Override the category protection using this dialog box when you edit a post in the protected category

    Category override: Make the post or custom post type public and override the category protection.

    Set permissions manually: Override the category permission and set them individually, just like you do for a post that is not in a protected category.

    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 or redirection. 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

    Plugins reported to conflict:

    • Any other "membership" plugin
    • Any plugin that manages "redirection"
    • Caching plugins
    • All in One SEO
    • Backup Buddy
    • Page Expiration Robot or Scarity Samuri
    • User Role Editor
    • Login Form Editors (using redirection)

    About Cache Plugins: PilotPress uses the WordPress database for member verification, but some caching programs will store protected pages in memory or as static HTML files on disk and display them to any visitor. You must exclude any protected member page from the cache to use these plugins. WP Rocket, WP Super Cache and W3 Total Cache and most other caching plugins have configuration options to prevent caching of pages or directories on your site. Add all of your PilotPress protected pages to the exclusion list. 

    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. If you find a conflict not listed above please contact Support and let us know.

    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".

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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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