Memberium provides rich support for securely delivering files from Amazon’s Cloud using S3.Continue Reading...
In this short guide, you’ll learn how you can add editor, author, contributor users to your WordPress site running on Memberium for ActiveCampaign.Continue Reading...
Switching from ActiveMember360 is fairly straightforward. We have put together some best practices to ensure a smooth migration process.
The number one mistake we see is not scheduling enough time to inventory your current system and plan the migration including testing the end-result. Migrating your site is a rare event, don’t rush it, and give yourself time to document what you currently have and develop a plan for implementing the new system.
- Review this entire document before starting the upgrade process.
- Review your ActiveMember360 site and the features you use and compare it to the Memberium documentation. There is a large overlap of shared functionality between the two plugins; however, it is intentionally not 100%.
- Custom ActiveMember360 API calls in your themes or plugins will need to replace those with Memberium equivalents.
- If you find a function you need in ActiveMember360 that is not included in Memberium please contact Support for assistance so we can guide you to another solution, or implement a replacement for you.
- Your membership tags will port over with no changes. However, you will need to recreate your memberships in Memberium for ActiveCampaign based on the existing tags.
- Your users will port over with no changes and use the same passwords.
- Your content will come over unchanged.
- Go through your ActiveMember360 configuration screens and note down your settings. You don’t need to do this if you’ve set up a staging or development site as you can look back and forth throughout the process.
- Deactivate ActiveMember360. You can leave it active on the live site if you’ve set up a development/staging clone.
- Install Memberium for ActiveCampaign and connect it to your ActiveCampaign app.
- Recreate your Membership levels in Memberium for ActiveCampaign.
- Review any custom shortcodes, and recreate them in Memberium.
- Review your widgets. Any ActiveMember360 specific widgets will vanish when you uninstall ActiveMember360 and will need to be recreated in Memberium.
- Search your pages, posts and other content types for ActiveMember360 shortcodes. You can easily do this by searching for the text of “mbr_”.
- Review your pages, posts, and other content types, and mark their Memberium security settings to match your original ActiveMember360 settings.
- Review automations in ActiveCampaign for webhooks that use ActiveMember360 functions. Replace with Memberium equivalents.
- Review Email templates for ActiveMember360 AutoLogin links, replace with Memberium AutoLogin links.
We highly recommend you set up a staging or development site. Usually, your web host can assist you in setting that up. If you’re able to set up a staging site, you’ll be able to switch back and forth between your live site with ActiveMember360 and the staging site with Memberium. This will make it easier as you don’t need to note down any settings since you can quickly go back and look. In addition, this will also provide a seamless transition for your users as they’ll experience minimal downtime. If you’re unable to get a staging site, you’ll need to manually note down your ActiveMember360 settings. You can take screenshots of the pages or physically write them down. Ensure that you have taken note of how your content is currently protected. You’ll need to know what tags are being used as membership tags and what membership levels are protecting which content. This is crucial as otherwise, you’ll not be able to correctly re-protect your content.
Once you’ve deactivated ActiveMember360, you’ll want to activate the Memberium for ActiveCampaign plugin. Then, you’ll need to connect it to your ActiveCampaign app. In the screen above, you’ll need to enter your API URL and the Access Key. Both of these are in your ActiveCampaign account. Here’s a video showing you exactly where to find these.
Now that Memberium is activated and ready to go, it’s time to recreate your membership levels. Since you already have tags in ActiveCampaign (used by ActiveMember360), we will continue to use those same tags and associate them with new membership levels in Memberium. The screenshot below is of the ActiveMember360 membership list. You’ll want to note down the name of your membership, the Tag Name, and the Failed Payment Tag Name. In the example above, you’d note down: Name: Lifetime Membership Tag Name: MBR: Gold Mastermind (27) Failed Payment Tag Name: Membership1PAYF (6) Now in Memberium, you’ll go to Memberium>>Memberships and click Create New Membership Level: On the next page, enter in the information you previously noted down: Once that’s complete, you’ve now added that membership level to your site. We’ll show you how to protect your content with the new membership level. The important thing to note is that since you’ve used the existing tags, your users in ActiveCampaign don’t need to be retagged - they’ll automatically have this membership level when they login to your site.
Due to the nature of these being custom and specific to your site - we don’t have a clear cut method on helping you transfer these. However, if you find yourself stuck and need assistance from our support team, we’d gladly look over your site to help you understand what needs to be done to migrate these two items.
Just like ActiveMember360, Memberium for ActiveCampaign uses shortcodes for various functions including protecting content, displaying information, and more. All of ActiveMember’s shortcodes begin with “mbr_”. This means you can run a search in WordPress to find all the pages that have that string on them. You’ll want to do this for pages, posts, and any other content types you may have used shortcodes on. Then, manually go through the pages that appear in the search results and replace the shortcodes with Memberium for ActiveCampaign equivalents. You can find our list of shortcodes here. If you can’t find an equivalent shortcode, please contact our support team.
At this point, most of the time-consuming work is complete. The last major thing we need to do is reprotect your content. It’s beneficial to have a staging site that you can refer to for this step, but if not, make sure you have good notes on how you protected things. Go to your content pages/posts/lessons and you’ll see the Memberium Content Protection Metabox on the right-hand side. In that box, you’ll select the membership level you want to protect with. Click the checkbox for the desired membership and then click Publish to save: If you’re needing more advanced protection options, you’ll find them in that box. You can protect content with individual tags, contact IDs, logged in and logged out, etc. You’ll do this for all your content and then move to the next step.
Memberium for ActiveCampaign supports both webhooks for password generation and AutoLogin links. If you’re using these in ActiveMember360, follow these steps to get your Password Generation Webhook and your AutoLogin link. Both items can be found in Memberium>>Settings>>Web Hooks/Links: These are specific to your site and shouldn’t be shared. The Email AutoLogin link simply needs to be replaced in any emails in which you’re using AutoLogin functionality. Likewise, the Password Generation Webhook will need to be replaced in the automation you use for new members. Once replaced, you’ve completed the migration.
The migration, although potentially time-consuming depending on how much content you have, is a one-time event. Once you’re over this initial hump, you can begin using Memberium, it’s advanced features, and deep integration with other plugins to start creating a better experience for your members. We understand the migration process may seem daunting at first, but we hope that this guide along with our support team will be enough to make it as smooth and simple as possible.
The point of this guide is to provide you with a high-level overview of how to migrate from another membership platform to Memberium for ActiveCampaign.
There are 3 basic steps to any migration, and we’ll cover each in as much detail as we can without being specific to any single platform you might be migrating from. Our support team is available 7 days a week to assist with any questions you might have about migrating from another membership plugin or platform.
1. Protecting Your Content with Memberium for ActiveCampaign
The first thing you’ll need to do is create your membership tags in ActiveCampaign if you haven’t already and then protect your content with Memberium. The basic idea is that you’ll use the Memberium Content Protection Box in conjunction with your newly created tags/memberships to protect your pages.
If You are New to ActiveCampaign and Don’t have Membership Tags
If you don’t have any tags or memberships already created (this means you’re NOT already using ActiveCampaign), you’ll want to create your membership levels. You can do this by clicking Memberium >> Memberships and then scroll down to the Tag Builder Pro box.
Enter the name of the tag and membership you’d like and check the box “Include PAYF/SUSP/CANC” (we’ll cover what those are later). Then press “Create”
If You Already Have Membership Tags in ActiveCampaign
If you’re already using a tag based system, you will need to create your membership levels using your existing tags. This can be done by going to Memberium >> Memberships and clicking “Create New Membership Level”
From here, you will enter the name of the membership level and in the “Access Tag” box you’ll select the tag that already exists in ActiveCampaign for your Membership level:
Then you can scroll down and finalize the membership level. Once done, you’ll see that your new membership level is in the list.
Protect Your Content with the Memberships
Now that you’ve created your membership levels in Memberium, you can protect your content and pages with the memberships. Open a WordPress page, post, LearnDash course/lesson, etc. and scroll down on the right-hand side until you see the content protection box. Then press the checkbox next to the membership level you want to use to protect the page:
Once you’ve checked a membership level and updated the page, that membership level will be required access the page.
Once your content is protected, the users you’ll import in the next step should be able to login to the site and access the content associated with their membership level.
2. Ensure Your Customers are in ActiveCampaign as Contacts
If you’re moving from a platform that already stored your customer data in ActiveCampaign, more than likely you can move to the next step. The important thing is that each member/user has a record in ActiveCampaign and that they are tagged with a tag corresponding to their Membership Level.
Memberium works by granting access to users based on tags. If the user has a tag for Membership A then they will be able to access all the content that you’ve protected with Membership A.
If you’re importing users into ActiveCampaign, the good news is that ActiveCampaign will actually assist you in migrating your contacts and tags from another CRM or platform for free. Click here for more information on that.
During the migration, you’ll want to make sure that your members are tagged with the memberships they have. If you’re not coming from a tag-based system, the easiest way to handle this is to export is segments. For instance, export all Membership A users and during the import into ActiveCampaign, tag them with a tag called “Membership A.” Then do the same for Membership B, C, D, etc. until you’ve moved everyone over.
Once your users are in ActiveCampaign with their corresponding membership tags, you’re almost done with this step. The last thing to consider is passwords. Memberium for ActiveCampaign does not store the password in ActiveCampaign. We only store the password in the WordPress database where it’s hashed (not plain-text/readable).
In order for you to allow users to keep their passwords, the users would already need to be in WordPress. If you’re coming from a system where everyone already has a WordPress record, you should be all set. If you’re coming from a system that’s not WordPress based then you may have to generate new passwords for everyone. Contact our support team if you need specific help with understanding where your users’ passwords are stored.
3. Migrating Subscriptions/Payments
Migrating your subscriptions and payments will vary widely depending on what platform you’re coming from. If you’re already using something that integrates with ActiveCampaign, then you probably don’t need to make any changes other than configuring the ActiveCampaign integration.
Since ActiveCampaign doesn’t have any built-in eCommerce features (order forms, credit card processing, etc), it relies on integration with other platforms such as ThriveCart, WooCommerce, and Spiffy. If you’re already using one of these platforms, you’ll just want to configure an automation in ActiveCampaign to be run when a user makes a purchase of your specific membership(s). Those automations will apply tags to the user so they can access content, generate a password for the user so they can log in, and email the user with the login details so they’re all set.
Unfortunately, if you’re migrating from a platform that has it’s own built-in payment system and there’s not a simple way to export that data you have two options:
- Try to work with your old platform to see if they can help you migrate your customer payment details to the new system. In most cases, you’ll need to be in contact with both the old and new platform.
- If they’re not willing to help or it’s not possible, the last resort option is to have your current members resubscribe. Using one of the platforms above that integrate with many CRMs, you won’t be locked in should you decide to move to another membership platform later down the line. In most cases, you can market the resubscription process as a facelift of your site or a v2.0/3.0 rebranding of your membership program. Of course, it’s important to note that you may lose some stagnant members who have been meaning to cancel but simply haven’t gotten around to it.
Hopefully, your old payment processor/platform will work with you in migrating to a new system that integrates with ActiveCampaign. Our support team is here to offer advice/assistance in determining what options you have.
These three steps are the base of any migration to Memberium for ActiveCampaign. After you’ve finished migrating these 3 points of data, you may need to tweak a few things and follow our getting started videos, but the hard work is complete.
We’ll update this guide periodically as we add platform-specific migration guides. If you need assistance in understanding the steps to migrate from your platform, please contact our support team. We don’t offer migration services, but we’re always open to helping you find someone who can migrate you and discussing your specific needs.
In this post, we’ll give you a series of email templates that you can swipe to use for your own onboarding automation with ActiveCampaign, LearnDash and Memberium for ActiveCampaign.
The great part about this is all these emails are inside of a pre-built automation that you can copy directly to your ActiveCampaign app!Continue Reading...
We’re happy to introduce a new onboarding email series that consists of 7 pre-written emails that you can swipe to use for your own course or membership site with Memberium for ActiveCampaign.
The great part about this is all these emails are inside of a pre-built automation that you can copy directly into your ActiveCampaign app.Continue Reading...
Spiffy has just came out with a new update that allows you to use it as an e-commerce add-on to sell any digital product or membership program with ActiveCampaign.
It also allows you to create great looking order forms and add other extras like including order bumps on your forms and one click upsells.
This in-depth tutorial will show how to use Spiffy and Memberium for ActiveCampaign to be able to sell an online course (or any digital product) or subscription based offer with ActiveCampaign.Continue Reading...
Did you know you can now use Shopify to sell products with ActiveCampaign? Throughout this step-by-step post we’ll show you how to use Shopify and Memberium for ActiveCampaign to sell and fulfill your own online course (that’s sold for a one time fee) with ActiveCampaign.Continue Reading...
Have you just introduced a new feature on your membership site and you want to see how it works for regular non-admin users? In this article, we’ll cover one of the most common questions – how to create a test user with Memberium for ActiveCampaign.Continue Reading...
In this article, we’ll show you how you can use Sensei, along with Memberium for ActiveCampaign, in order to protect your courses.Continue Reading...
Are you using the RSS feed to have ActiveCampaign monitor and send an email when a new (protected) post is published? Or do you simply need a way of sharing protected content using RSS feed? Here’s how you can achieve that with Memberium for ActiveCampaign…Continue Reading...
Your users are currently in ActiveCampaign and they don’t have a WordPress record? You want them to access your membership site, but since they don’t have a password, you are wondering what is the best way to go? Here’s how you can make this happen…Continue Reading...
In this article we'll be talking about how you can allow your users to reset their passwords using Memberium shortcode and WordPress default reset password form. To start, we’ll first cover how passwords are stored in Memberium for ActiveCampaign version…Continue Reading...
ActiveCampaign doesn’t have any built-in E-Commerce features. Which means if you want to sell an online course, membership program or any other type of digital product, you’ll need to use a separate piece of software to be able to sell anything.
The good news is you can use WooCommerce and ActiveCampaign’s Woocommerce plugin to be able to do this. This is available for free to all ActiveCampaign users who are on a Plus, Professional or Enterprise level plan.Continue Reading...
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.Continue Reading...
When it comes to a membership site, apart from having admin and subscriber users, you might also need other user roles to be able to do a set of tasks in the back end. Editors, for example, can help you with managing content on the site and they don’t need to have a record in your ActiveCampaign app. We’ll show you how to give them access to the WordPress Admin Dashboard.Continue Reading...
ThriveCart provides a powerful thank you page capability that Memberium integrates with to allow your ThriveCart funnel to autologin the user to your site. To setup ThriveCart autologin, perform the following steps:Continue Reading...
In this post we’ll show you how to display or hide menu items in WordPress conditionally based on a member’s existing ActiveCampaign tags, or logged in status. So without any further ado, let’s get started!Continue Reading...
Memberium’s password generator webhook allows you to generate a random password for your users, and this password can then be emailed to your users. The password generator is a quick way for onboarding members to your membership site. In this guide, we’ll give an example of an ideal automation for password generation and also how to fix any issues that you face with it.Continue Reading...
LearnDash is a feature-rich WordPress LMS that provides cutting edge elearning methodology for WordPress based web sites. In addition to the plugin itself, the company provides practical and experience driven guidance for setting up online courses. LearnDash has become the most trusted WordPress LMS plugin for major universities, continuing education providers, and entrepreneurs world-wide. Here’s how Memberium integrates with LearnDash.Continue Reading...
This setting determines whether or not your site will allow you to use the autologin feature. The Autologin feature is inherently less secure because it replaces the user’s password with a simple number which can be easily brute-forced or guessed. Once someone obtains the Contact Id and the user’s email address they can continue to access the account even if the user changes the password.Continue Reading...
Memberium extends WordPress’s quick editor to make it easy to make minor changes to your pages and posts one at a time without entering the post editor. This is especially useful when making many small individual changes to posts from the post list.Continue Reading...
Memberium features a bulk editor to make it easy to assign permissions to your pages and posts en masse. This is especially useful when migrating from another membership system. In order to use the Bulk Editor, go to the Pages or Posts list screenContinue Reading...
Memberium for ActiveCampaign provides an out-of-the-box integration with Ninja Forms, which enables you to use the familiar and easy to use shortcode system. You may be familiar with this feature as “Autofill”.Continue Reading...