In this guide, we’ll take you through how to get ThriveCart integration with ActiveCampaign and Memberium. As with most of the cart systems we recommend for M4AC, Memberium doesn’t directly integrate – rather the cart integrates with ActiveCampaign and Memberium will be able to see the changes made to the contact record.
The main requirement for any cart system is that it can create contact records and apply tags to the record based on the purchase. ThriveCart has direct integration with ActiveCampaign and can trigger many actions based on initial purchases, subscription renewals, and subscription cancellations.
We’ll cover how to configure all of this and more in the following guide.
If you’d prefer a video guide, please see the video below:
Table of Contents:
Prerequisites
Create Membership Levels
Create Products in ThriveCart
Configure ThriveCart to Deliver Membership
Managing Failed Payments
Customer Portal
Final Thoughts
Prerequisites:
- Have a ThriveCart and ActiveCampaign account.
- Connect ThriveCart to ActiveCampaign (instructions here)
Create Memberships in Memberium
We’d recommend creating your membership levels in Memberium before making your products, but if you’ve already made your products, still follow this step and move down to Configuring ThriveCart to Deliver Memberships.
Creating memberships in Memberium is simple. Navigate to Memberium>Memberships and look down at the bottom box “Tag Builder Pro”
Enter the name of your membership level, check the box to include PAYF, SUSP, and CANC tags, then press “Create”.
After creating the membership, you’ll see that corresponding tags have been added to ActiveCampaign. Memberium uses tags to grant access, so next we’ll configure ThriveCart to apply the membership tag when a purchase is made.
If you need to create additional membership levels, feel free to repeat the above steps before continuing.
Create Products in ThriveCart
Now that your memberships are created, we’ll move on creating the corresponding products in ThriveCart. We won’t cover all the possible options as ThriveCart’s documentation is detailed.
First, navigate to the Products tab and click “Create New Product”. Select Digital or Physical depending on what you’re selling.
Next, you’ll want to enter your product name and enter the other details on the page. Then move to the pricing page to configure your pricing. Lastly, choose the payment processor you want to use to collect payments:
On the fulfillment tab, you can decide what happens after purchase. You have a few options – one of which is sending the customer to a URL. This URL can be one of Memberium’s Autologin Links that will take the user straight to the content they just purchased. More details/instructions can be found here if you’d like to set that up.
Configure ThriveCart to Deliver Membership
Now that your memberships and products are created – we’ll connect them to each other. On the Behaviors tab of the product, you’ll see the option to add a behavior. Click this and setup the following except in place of the DemoMembership tag, use your own membership tag.
You can also setup more behaviors to trigger when recurring payments are successful (remove the PAYF tag), when a payment fails (apply the PAYF tag), and when a subscription is cancelled (apply the CANC tag).
Managing Failed Payments
As briefly mentioned in the above step, you can also automatically manage failed payments. To do this, setup behaviors that apply the PAYF tag when a payment fails and that removes the PAYF tag when the payment is successful. Even if the user has never had a payment failure – ThriveCart will attempt remove the PAYF tag. This is useful in ensuring the customer has access when they’ve updated their payment details after a failure.
When the PAYF tag is applied to a user, you’ll want to provide them with options to update their card if they log in to the membership site. You can do this by configuring a PAYF homepage. The PAYF homepage is similar to the Membership Homepage in that it will take the user to this page when they log in, but the PAYF homepage will only take effect if the user has the PAYF tag.
On the PAYF homepage, you can have a link or button that takes the user to the ThriveCart customer portal. This is outlined in the next section.
Customer Portal
ThriveCart has fairly detailed documentation regarding the customer hub/portal. The first linked article covers how your customers can access the portal.
Unfortunately, there isn’t a way to automatically log users into the portal, but they’ll have to enter their email address and receive an autologin type link to gain access. However, users won’t have to memorize yet another set of login details.
Quote taken from ThriveCart’s article above:
…the process the customer follows would be:
1. Customer is taken to a page where they enter their purchase email address
2. The system sends them an email with their access link
3. The customer accesses this area with a single click – no need to remember usernames and passwords.
The system was deliberately designed this way to avoid forgotten username/password issues that you would have had to deal with and reduce your customer support.
Once your customers are logged in, they can update their personal and billing details. This linked guide explains how they can accomplish this.
Final Thoughts
ThriveCart is a great choice for orderform and subscription creation/management. The main consideration you’ll want to decide on if it’s desirable for your customers to log into a separate portal to update their billing details. If not, something like WooCommerce may suit you better. This is 100% dependant on who your target members/users are. If they are tech-savvy, they’ll likely have no problem with this setup. On the other hand, an argument could be made that no login details need to be remembered to get into the billing portal, so it could be designed for less tech-savvy customers. Ultimately, you’ll have to make the decision for your site.
Let us know if you found this guide helpful. If you need any assistance in setting this up, please reach out to our support team by emailing support@memberium.com
