The PilotPress settings appear in WordPress under the main Settings menu
In WordPress Admin, navigate to Settings > PilotPress to configure the following settings.
- Application ID and API Key: These should be filled in already from step six in the Six Steps section of the Set Up Membership Quick Start article.
- Lock all users without Admin role out of profile editor: Check to lock users out of the WordPress profile editor.
ONTRAPORT Integration Settings
- Enable Customer Center Check to activate the built-in Customer Center. Your members can update credit cards, see future and past invoices, and change their username and password, so this can be valuable even if you do not have a membership site.
- Enable Partner Center Check to enable the Partner Center if you have a Partner or Affiliate program. Your Partners can obtain promo tools, see the number of leads they have generated and track their commissions.
- Which center has priority when redirecting? If both are enabled, and the member logging in is both a Customer and a Partner, which Center should they redirect to?
Post Login Redirect Settings
- Customers Redirect To This lists all the pages in WordPress. While it defaults to "Customer Center", you may want to direct all customers to a sales page, membership overview page, etc.
- Partners Redirect To This is used to send Partners to a particular page. It lists all the pages you have created in WordPress, so you can use a page promoting your upcoming partner offer, or to the Partner Center (the default setting).
Customer Center Settings
- Custom Header Image Adds an image of your choice to the top of the Customer Center page.
- Primary Color A color selector appears when you click into this field.
- Secondary (Background) Color Select the color for the Customer Center background.
New User Registration Settings
- Sync WordPress users to your ONTRAPORT Contacts This drop down has three options:
- No (do not automatically sync registrations on WordPress to your ONTRAPORT account)
- Yes, New Users Only (to start syncing new registrations to ONTRAPORT, but ignore all the existing users)
- Yes, New and Existing Users (sync all existing users in WordPress to ONTRAPORT as new Contacts).
Note: Synchronization happens the next time the user logs into WordPress, so you will not see all your WordPress members appear in ONTRAPORT immediately. Because the transfer of the encrypted WordPress password has to be done during the user's login session, we cannot sync the users at any other time.
- What tags should they have? - If WordPress users are added to ONTRAPORT, what Tag would you like WordPress to add to them?
- What sequences should they be on? - You can have the new Contact join a legacy Step or Date Sequence when they are added to ONTRAPORT.
- What campaigns should they be on? - Specify the Contact be added to a Campaign.
- The Logout Settings section has a drop down to keep members logged into your site longer than usual. As of PilotPress 2 this setting is rarely used.
- Clicking the Advanced Settings button reveals three settings that are very rarely needed:
- Disable Verify Host SSL: This checkbox is very rarely checked. It is used when you manually edit the wp-config.php file to bypass SSL verification temporarily for manual program updates, and want the PilotPress API calls to proceed during the update. If you are not getting error messages about the SSL certificate such as "the SSL certificate for the host could not be verified" then this does not need to be checked.
- Use WordPress URL instead of Site URL: This checkbox is also rarely used. In most cases, the WordPress URL and Site URL are the same. The most common reason for them to differ is if you have configured a separate home page specified in Settings > General Settings > Site Address (URL) that links or redirects to the location where WordPress is installed. In order for PilotPress to find it's configuration files, it will need the location where WordPress is installed, and this checkbox forces it to look at the "WordPress URL" instead of the default "Site URL".
- Clear PilotPress Cache: PilotPress caches data about the members when they log in to speed up page rendering. This button forces an update of the cached data. It does not log anyone out, but may cause a momentary delay of a half second when clicked.
Click Save when finished configuring the PilotPress settings.