Membership Sites

Functionality

What kind of functionality do you need?

• Email Automations based on actions (purchase, subscription, payment failure, login details etc)
• Membership Levels
• Customer Account Creation
• Accept Payments
• Deal with failed payments
• Add and remove access to content automatically
• Autologin (no email or password required)
• A hierarchy of courses/lessons/quizzes etc
• Site / Event Tracking

Tutorials

IntegratePro have some great videos on their YouTube channel.

There are a number of tools that you can choose:

1. WordPress for Content Delivery
2. ActiveCampaign for Emails & Email Automation
3. ThriveCart for Shopping Cart / Payments
4. ActiveMember360 for membership levels and login
5. Social Learner (BuddyPress, LearnDash) – hiearachy of courses/topics/lessons

Security

For a membership site you should:

1. Use a separate WordPress instance on a separate subdirectory or subdomain e.g. portal.yourdomain.com
2. Turn off all caching for the site
3. Use high quality hosting
4. Ensure strong passwords
5. Settings -> Reading – discourage search engines from indexing this site
6. Block site with robots.txt
7. Consider options such as prevent concurrent logins, limit failed logins, auto-logout after inactivity

Considerations

Consider Tags e.g.

• Customer
• Customer – Active
• Customer – Inactive
• Customer – Inactive 30 Days

Consider Automations e.g.

• Subscription – Cancel 30 Days (remove active tag, apply inactive)
• Generate Password & Login (e.g. portal.yourdomain.com/?mbr_autologin=12345&wait=3&autocreate=yes)
• Online Course Cancel
• Membership Login
• Purchase
• Abandon Cart

Keep your Membership/Level names and tag names consistent