WishList Member Payment Provider Integrations Currently Supported by the EasyAffiliate Integration:

The specified eCommerce data from the following payment providers can be tracked when integrated with WishList Member on a site running EasyAffiliate.

– PayPal Checkout: Tracking of Sales, Recurring Payments.
– PayPal Payment Standard (Legacy): Tracking of Sales, Recurring Payments.
– Stripe: Tracking of Sales, Recurring Payments.
– Authorize.net Simple Checkout: Tracking of Sales.

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Below is a screenshot showing the WishList Member integration enabled in the EasyAffiliate eCommerce settings.

Available with WishList Member Pro and Elite plans, the Campaign Refinery integration lets you set up automations based on member behavior.

You can also apply or remove tags from a member in Campaign Refinery. This can be triggered by various actions, such as member being added to, removed from, or cancelling a level in WishList Member.

These automations help you segment your email audience for more targeted and effective email communications and marketing campaigns.

Read on for additional details including screenshots and examples.

Enabling the Campaign Refinery Integration with WishList Member

Select and enable the Campaign Refinery from your WordPress dashboard by navigating to WishList Member > Setup > Integrations > Email Providers.

Click on the toggle next to Campaign Refinery to enable the integration.

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A Settings tab will appear and the API Status will show as Not Configured. This is because WishList Member and Campaign Refinery need to be connected using the API Key from Campaign Refinery. The connection process is quick (more details below).

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Connecting Campaign Refinery with WishList Member

Click the blue Configure button. A Campaign Refinery Configuration popup will appear.

You will need your Campaign Refinery API Key to connect with WishList Member.

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To find the API Key, log into Campaign Refinery's website and go to Settings > API.

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Copy the API key, navigate back to the Campaign Refinery Configuration popup in WishList Member, and paste it into the API Key field.
Click Save & Close.

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Now you will notice that the API Status in the Settings tab has changed to Connected. The Tags tab will also appear.

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WishList Member and Campaign Refinery are now connected and the integration process can continue.

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Integrating Campaign Refinery Tags with WishList Member

From your Campaign Refinery account, you can create tags to segment your contact lists.

The WishList Member integration lets you create automations to apply and remove these tags when triggered by certain actions in WishList Member.

For example, when a member is added to / removed from / cancelled from a membership level in WishList Member, this triggers an automation to apply or remove tags in Campaign Refinery.

1. Creating Tags in Campaign Refinery

Go to your Campaign Refinery account, and navigate to Contacts > Tags to view any existing tags and create new ones.

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2. Setting Up Automations in WishList Member

Now head back to your WordPress dashboard > WishList Member > Setup > Integrations > Email Providers > Campaign Refinery and click on the Tags tab.

Select a membership level from your list to create tag automatons. In this example, we are editing the Gold membership level.

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In the Editing Campaign Refinery Tags for [Level Name] popup that appears, you can see a number of tabs based on Membership Level actions: Added, Removed, Cancelled, Uncancelled, Expired, and Unexpired.

Under each tab, you have the option to Apply or Remove tags based on each action.

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In this example, we are creating an automation to Apply a Campaign Refinery tag to members when they are Added.

To do this, click on the Select tags dropdown member, and choose from the tags you created in the connected Campaign Refinery account.

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One or multiple tags can be set to be applied or removed from contacts in Campaign Refinery based on the automations created.

In this example, the tag named Active will be applied to contacts and the tag named CR-Tag1 will be removed from contacts when they are Added to the Gold level.

Click the Save button to complete automation setup.

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Now, any members who get added to the Gold level or register for the Gold level will get the Active tag applied and the CR-Tag1 tag removed from their contact record in Campaign Refinery.

This screenshot example shows a member named Jane Tester who has been added to the Gold level in WishList Member. Based on the settings mentioned above, that member will have the Active tag applied to their contact record and the CR-Tag1 tag removed from their contact record in Campaign Refinery.

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To review tags applied to a member, go to your Campaign Refinery account, head to Contacts and click the email address.

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As you can see below, the Active tag has been applied to the member and the CR-Tag1 tag doesn't appear because it was removed from the member when they joined the Gold level.

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Automation Based on Membership Level Actions

There are six actions that can trigger an automation between WishList Member and Campaign Refinery.

Added: When a member joins a membership level or is added to a membership level.

Removed: When a member is removed from a membership level. Members can be removed from a level via admin, level actions, sequential upgrades, and LMS Integrations Actions (eg. via the LearnDash integration)

Cancelled: When a member stops or cancels payments to their membership level and no longer have access to protected content.

Uncancelled: When a member rejoins a membership level after cancelling, or after a successful rebilling payment after having been cancelled.

Expired: When a member's membership has expired after a trial or one-time payment.

Unexpired: When a member rejoins a level by renewing membership after expiration.

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For each of these actions you can apply and/or remove tags in Campaign Refinery.

This allows you to segment your contact list and communicate with them more effectively. For example, you can target cancelled membership subscribers with messaging about new features they're missing out on, or target lower level members with reasons to upgrade. There are countless more opportunities to create special segments with WishList Member with Campaign Refinery.

WishList Member includes an integration with ResponseSuite. This allows you to automatically provide or revoke member access in WishList Member based on specific settings you apply to a survey in ResponseSuite. You can create automation to occur based on the way users answer the survey questions. This can include adding members to a membership level depending on how they respond to certain questions. Or removing them from a membership level if they provide a different answer. These are just a couple sample ideas. All the details are explained below (including examples and screenshots).

Enable ResponseSuite Integration

First, you can select and enable the ResponseSuite option in the Setup > Integrations > Other Services section of WishList Member.

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The Settings tab will appear and three fields with three pieces of information will be displayed.

• WordPress URL
• Digest Auth Username
• API Key / Digest Auth Password

The WordPress URL and API Key are the pieces of information needed to create the connection between WishList Member and ResponseSuite.

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The WordPress URL, Digest Auth Username and API Key/Digest Auth Password can also be found in the Advanced Options > API section of WishList Member.

Connecting WishList Member and ResponseSuite

The WordPress URL and API Key from WishList Member can be copied and pasted into the corresponding fields in the Integration Setup > Membership > WishList Member section on the ResponseSuite site.

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You will just need to click the green “Connect” button and the WishList Member security credentials popup will appear.

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The WordPress URL from WishList Member can be pasted into the field named API URL in the security credential popup in ResponseSuite.

You can click the brown “Authorize” button once the two fields are filled in.

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The status will appear as “Connected” as shown in the screenshot below.

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WishList Member and ResponseSuite are now connected and the integration process can continue.

Integrating ResponseSuite Surveys with Membership Levels in WishList Member

You can create a survey as you typically would in the Surveys > Create section of ResponseSuite. It can include any questions you would like to ask the participants. A survey can be integrated with WishList Member while it is being created or you can integrate an existing survey with WishList Member.

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The example below shows an existing survey named “Have You Enjoyed the Skydiving Course” that will be integrated with WishList Member. This can be done in the Surveys > View All section of ResponseSuite.

Click the edit icon on the far right of the survey.

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The Survey Editor appears and displays the Build section of the survey. The questions appear along with their various settings.

There is one main piece (and two more recommended pieces) of information that will need to be included in the questions in order to pass the information between ResponseSuite and WishList Member.

• First Name (recommended)
• Last Name (recommended)
• Email Address (required)

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An email address is required to be added by the user filling out the survey as that will be used to create the member account in WishList Member or locate the existing member in WishList Member. The questions requesting that info will be connected with WishList Member in the Settings section of the Edit Survey section.

It is recommended to also include questions to ask the user to include their First Name and Last Name but it isn't required. Only the email address is a required field.

New users will not need to create a password as one will be automatically generated and emailed to them by WishList Member if they submit the required information as they complete the survey.

Once all your questions are configured, you can click the “Settings” option on the top of the page.

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Connect WishList Member with the Survey

The Settings section will appear and you can select the Membership Integrations option on the left menu. A WishList Member option appears since it has been connected with ResponseSuite.

You can now connect the specific survey with WishList Member. Click the blue “Connect” button.

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You will see two steps to configured in this section.

• Step 1 – Connect ResponseSuite fields to WishList Member fields
  • This is how you will connect the Email Address (and First Name and Last Name) request fields from the ResponseSuite survey to the member account in WishList Member.
    
• Step 2 – Trigger membership levels in WishList Member
  • This is how you will set if a user should be added to a membership level or removed from a membership level based on how they fill out the survey questions.
    

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Connect ResponseSuite Fields to WishList Member Fields

The example screenshot below shows the Step 1 section. The dropdowns under the WishList Member Fields column have been used to set First Name and Last Name for the first two questions and the dropdown is being used to select Email for the third question.

This means those three questions in the ResponseSuite survey will pass the information the user enters into those fields over to WishList Member and will create the member account or update the existing account if there is one.

The green Save button that appears on the very bottom right of the page will need to be clicked for these settings to take effect.

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Trigger Membership Levels in WishList Member

The example screenshot below shows the Step 2 section. There are a number of available settings to configure the automation of adding a user to a membership level or removing a user from a membership level.

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Trigger. The set trigger will start the automation process of adding a membership level or removing a membership level from a user.

• Always. The trigger will always start the automation process each time a user fills in and completes the survey.
• An answer to a question. The trigger will start the automation process if the user answers the specified question.
  • Choose a question. The “Choose a question” field will appear if the “An answer to a question” option is selected.
• Activate membership level(s). The membership levels from the connected WishList Member site will appear in this dropdown. You can select any level(s) you want to add to the user when they fill in and complete the survey.
• Remove membership level(s). The membership levels from the connected WishList Member site will appear in this dropdown. You can select any level(s) you want to remove from the user when they fill in and complete the survey.

An option named “Their score” can be used if you want users to achieve a specific score to be added to a level or removed from a level.

The screenshot below shows a Trigger has been configured to always add the user to the Silver and Bronze membership levels in WishList Member when they fill in and complete the survey.

The green Save button on the very bottom right of the page will need to be clicked for these settings to take effect.

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You also have the option to enable or disable the Trigger item using the green toggle on the top right. A new Trigger item can be added using the gray plus button on the bottom of the page.

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Set a Survey Thank You Page

WishList Member is now set to process the information based on the trigger(s) that have been configured in ResponseSuite. You can now move to the next step in ResponseSuite and set a Thank You page. This can be any page or message you want to show users after they fill in and complete the survey.

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Link and/or Embed Code for Survey

The final step is to use the survey link generated by ResponseSuite. This is available in the Share section and provides options to use a link or use an embed survey option. The embed survey option is only available if you have the required ResponseSuite plan.

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Allow Users to Fill in the Survey

You can now allow users to fill in the survey and the WishList Member level settings you configured will be applied. Standard Link options are available and an Embed option is also available depending on your ResponseSuite plan.

In this example, the copy icon is used to copy the Normal URL from ResponseSuite.

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That link can now be pasted into a page on the WordPress site. The screenshot below shows the words “Click Here” have been set to link to the ResponseSuite survey page.

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The live site will show the link and users can click to fill out the survey.

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The survey page will appear and the user can answer the questions as they work through the survey.

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View Users in WishList Member

The user will now be added to the Members > Manage section in WishList Member with the corresponding level(s) applied once they fill in and complete the survey. In this example, a user named Walter Tester filled in the survey so they were added as a member with the Silver and Bronze levels.

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View Survey Results

That user also appears in the Response List section of the survey in ResponseSuite. The Response List can be selected to view by clicking the three horizontal dots on the far right of the survey.

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You can use the integration between WishList Member and ResponseSuite to provide members-only access to those who fill in and complete a survey. Various options are also available for you to customize the experience. A user could need to attain a specific score in order to be granted access to a membership level. Or you could even remove access depending on the survey results of a user. The choice is up to you to use WishList Member and ResponseSuite to fit your needs.

Automatically provide or revoke member access in WishList Member based on the survey you create in ResponseSuite.

WishList Member includes an integration with Zoom. The combination of WishList Member and Zoom allows you to grant access to specific Zoom meetings to your members. Have you ever wanted to provide members with a weekly Questions and Answers session? Or, maybe you would like to offer special 1 on 1 meetings to new members. This is all possible (and more).

You can set which members can access one time meetings or recurring meetings. This is all handled through the membership levels assigned to your members and the Zoom meetings that can be accessed by those membership levels. More details are explained below.

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Enable Zoom Integration

You can select and enable the Zoom option in the Setup > Integrations > Other Services section of WishList Member.

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The Settings tab will appear and a message stating “API Status : Checking…” will be displayed. This is because WishList Member and Zoom need to be connected. The connection process is quick and only requires you to login to a Zoom account.

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Connecting Zoom with WishList Member

Click the blue Authenticate button and you will be directed to the Zoom sign in page within a new tab in your browser. You just need to login to the Zoom account you want to connect with WishList Member and you will be automatically redirected back to the Integrations section in WishList Member.

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This will connect the Zoom account with WishList Member and a message stating “API Status : Connected” will appear. You will also see the Meetings tab and the Shortcodes tab appear.

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WishList Member and Zoom are now connected and the integration process can continue.

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Integrating Zoom Meetings with WishList Member

You can create online meetings within your Zoom account. This can include one time meetings or recurring meetings. You can then integrate any meeting with a membership level in WishList Member so anyone who gains access to the membership level will be able to attend the corresponding meeting in Zoom.

Any meetings you have created will appear in the Meetings section of your Zoom account.

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You can integrate a meeting with a membership level in the Meetings section of the Zoom integration within WishList Member. A list of all membership levels will be displayed and you can select a membership level you want to assign to a meeting. In this example, the level named Platinum is selected.

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The “Editing Zoom Settings for Platinum” popup appears and the meeting(s) can be selected to be assigned to the Platinum level.

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The “Select Meetings” dropdown will display the meetings that have been created in the connected Zoom account.

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One or multiple meetings can be selected to be assigned to the membership level. In this example, the meeting named “Recurring Every 7 Days” and the meeting named “Sept 2, 2023 Meeting” are selected. Clicking the Save button will assign the meetings to the level.

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This means any members in the Platinum level can access the two Zoom meetings.

You can assign any meetings in your Zoom account to any of the membership levels in your site using this method.

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Display Meeting Information to Members Using Shortcodes

The available shortcodes can be used to display the Zoom meeting information to your members. This includes upcoming meeting times and dates and links to join the meetings or add meetings to their calendar.

Shortcode Column

The Shortcode Column displays an icon you can click to copy the corresponding shortcode for that specific membership level.

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The Copy Shortcode popup appears and you can paste that shortcode onto a page or post to display the meeting information to any logged in members with that membership level assigned to them. This example shows the shortcode for the Platinum level.

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That shortcode can be inserted onto a page or post. This screenshot shows an example page named Zoom Meetings but you can insert the shortcode onto any page or post on your site.

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Based on the meetings assigned to the Platinum level, the screenshot below shows how the meeting information will be displayed to a logged in member with the Platinum level assigned to them.

The Platinum level can access the meeting named “Recurring Every 7 Days” and the meeting named “Sept 2, 2023 Meeting” so those are listed on the page based on the shortcode that was inserted.

The screenshot example below shows the shortcode has been inserted onto a page named Zoom Meetings. You can name your page anything you would like.

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There are three sub menu items that appear on the top right of the displayed meetings.

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All Meetings. All meetings the logged in member can access will be listed. This includes any previous and upcoming meetings.

Upcoming Meetings. All the upcoming meetings the logged in member can access will be listed.

Previous Meetings. All the previous meetings the logged in member can access will be listed.

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Shortcodes Tab

You can click the Shortcodes tab to generate a shortcode that will display the Zoom meetings for one or multiple membership levels (or ALL membership levels).

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The Shortcode Creator popup appears and displays the default Zoom Meetings shortcode. This default shortcode will display ALL meetings available to the logged in members. This means it will determine which meetings the logged in member can access based on their assigned membership level(s) and will show those meetings accordingly.

You can paste the default Zoom Meetings shortcode onto a page or post and it will display the meeting information for all meetings a logged in member can access.

Example of the default Zoom Meetings Shortcode: [wlm_zoom_meetings]

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You can also use the Shortcode Creator to create a custom shortcode by selecting the membership level(s) you want to include for logged in members.

Example of the Zoom Meetings Shortcode with the Gold level selected: [wlm_zoom_meetings levels=”Gold”]

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Based on the meetings assigned to the Gold level, the screenshot below shows how the meeting information will be displayed to a logged in member with the Gold level assigned to them. In this example, the Gold level has been granted access to the meeting named “Gold Meeting” so that appears on the page based on the shortcode that was inserted.

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Meeting Details Button

A “Meeting Details” button appears with each meeting listing displayed to members. This button can be used to view the additional details for the specific meeting.

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Click the Meeting Details button and a popup will appear with the specific meeting details. This information is pulled from the connected Zoom account.

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Start Time. The date and time the Zoom meeting is scheduled to start.

Duration. The scheduled length of time for the Zoom meeting.

Join URL. The link a member can use to join the Zoom meeting.

Host ID. The Host ID of the Zoom meeting. (The member will not typically need this information to join the Zoom meeting).

Add to Calendar. The member can add the upcoming Zoom meeting to their calendar using the Add to Calendar button.

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You can provide members with access to any or all meetings using this integration between WishList Member and Zoom. This allows you to stay in contact and remain engaged with your members through any meetings you would like to create. Anything from weekly group Q&A sessions to 1 on 1 meetings with individual members is possible when you use WishList Member with Zoom.

MonsterInsights Pro includes an integration with WishList Member. This integration can be used to view analytics data related to sales, recurring payments and refund transactions for the supported payment provider integrations with WishList Member.

This integration with WishList Member is available in MonsterInsights Pro (or MonsterInsights Agency). It is not available in MonsterInsights Plus or the free version of MonsterInsights found in the WordPress plugins directory.

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MonsterInsights Pro helps to organize and display data from Google Analytics and you can apply this to your membership levels when they are purchased. This can include viewing statistics related to members who purchase access to a membership level or members who may decide to refund their payment. These are just a couple samples and more details are explained below (including examples and screenshots).

There are no settings to be configured within the WishList Member plugin for the MonsterInsights Pro integration with WishList Member.

Tracking of membership level sales, recurring payments and refund transactions for the supported payment providers will be automatic if the WishList Member plugin and MonsterInsights Pro plugin are both installed and activated on a site and the MonsterInsights eCommerce Addon is also active.

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Install and Activate MonsterInsights Pro and MonsterInsights eCommerce Addon

The first step is installing the MonsterInsights Pro plugin. This can be done in the Plugins > Add New > Upload Plugin section of WordPress.

Please note, you will need to have downloaded the MonsterInsights Pro plugin to your computer.

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Once you have installed and activated the MonsterInsights Pro plugin, you can proceed to the next step of installing and activating the MonsterInsights eCommerce Addon.

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The MonsterInsights eCommerce Addon can be installed and activated from within the MonsterInsights Pro plugin. You will see a link to “install and activate” the eCommerce Addon in the Settings > eCommerce section of MonsterInsights Pro.

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Click the blue Install button for the eCommerce Addon…

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…and the eCommerce Addon will install and activate. A message stating the status is “Active” will be displayed.

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The MonsterInsights Pro plugin and MonsterInsights eCommerce Addon are now installed and activated.

Enable WishList Member eCommerce Tracking in MonsterInsights Pro

If the WishList Member plugin is also installed and activated on the site, the WishList Member option will automatically be enabled in the Settings > eCommerce section of MonsterInsights Pro.

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This means the eCommerce data for the supported Payment Provider integration you have configured in WishList Member will now be tracked and displayed in MonsterInsights Pro.

WishList Member Payment Provider Integrations Currently Supported by the MonsterInsights Pro Integration:

The specified eCommerce data from the following payment providers can be tracked when integrated with WishList Member on a site running MonsterInsights Pro and the MonsterInsights eCommerce Addon.

– PayPal Checkout: Tracking of Checkout, Sales, Recurring Payments and Refunds.
– PayPal Payment Standard (Legacy): Tracking of Sales, Recurring Payments and Refunds.
– Stripe: Tracking of Checkout, Sales, Recurring Payments and Refunds.
– Authorize.net Simple Checkout: Tracking of Sales.

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View Membership Level eCommerce Reports

You can view reports for the eCommerce data related to purchased membership levels in the Reports > eCommerce > Overview section of MonsterInsights Pro.

There is a delay of up to 12-24 hours for the data to appear and this is based on how Google Analytics shares that data. This means it will likely take a few hours after a transaction before you will see up to date information displayed.

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You will see the Top Products section if you scroll down the eCommerce page in MonsterInsights Pro. This list shows the top selling products on your website. The membership levels from WishList Member will be displayed along with their corresponding eCommerce data.

The example screenshot below shows the Custom Date picker has been used to select a specific date range and the data for three membership levels is displayed.

The format of the displayed membership levels is the following:

Payment Provider Integration Name – Membership Level Name

As an example, if a user purchased a membership level named Gold that has been integrated with Stripe in WishList Member, it would appear as the following:

Stripe – Gold

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There are four pieces of information displayed at a glance just above the Top Products section of MonsterInsights Pro.

Conversion Rate. The percentage of website sessions resulting in a transaction.

Transactions. The number of orders on your website.

Revenue. The total of the orders placed.

Avg. Order Value. The average amount of the orders placed on your website.

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The Top Conversion Sources section also appears below the Top Products section on the eCommerce page in MonsterInsights Pro. This list shows the top referral websites in terms of product revenue.

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Graphs are available for the Sessions and Pageviews during the date range selected. These are useful to provide a quick view of data over the course of a set time period. The two example screenshots below show the graphs for a specifically selected date range.

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The MonsterInsights Pro integration with WishList Member allows you to track and monitor eCommerce data related to sales, recurring payments and refunds. You can view payment related statistics at a glance and compare different date ranges to determine purchase trends. You could also view sessions and pageviews to help analyze your site traffic. These are only a small sample of what you can do with this integration. You're invited to check it out for yourself inside WishList Member.

WishList Member includes an integration with LifterLMS. You can set specific automation to occur for your users based on rules you set up.

This can include options like adding users to a new course in LifterLMS when they join a new membership level through WishList Member. You might want to add users to a Lifter Membership if they get added to a level in WishList Member. Or, you could remove them from a course if they cancel their access to your site. Course Actions and Lifter Membership Actions can also be applied to handle situations like adding a user to a membership level in WishList Member if they start (or complete) a course created in LifterLMS. These are just a few samples of available options and more details are explained below (including examples and screenshots).

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Enable LifterLMS Integration

The first step is installing the LifterLMS plugin. This can be done by searching for the LifterLMS plugin in the Plugins > Add New section of WordPress.

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Click the Install Now button and then click the Activate button when it appears.

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The plugin is now installed and activated.

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Connecting WishList Member and LifterLMS

Next, you can select and enable the LifterLMS option in the Setup > Integrations > Other Services section of WishList Member.

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Creating the connection between WishList Member and LifterLMS is now complete and you can continue the integration process.

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Membership Level Actions

Once the LifterLMS integration is enabled and connected, the Membership Level Actions section will appear and display the Membership Levels from WishList Member. You can click to edit any of the listed membership levels.

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The Editing LifterLMS Actions popup for the selected level will appear and the available options are displayed. The example below shows the Editing LifterLMS Actions popup for a membership level named Gold.

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There are two sub tabs within the Editing LifterLMS Actions popup. These sub tabs appear in each of the four main tabs.

• Course
• Lifter Membership

Details on both of these sub tabs are included below.

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Membership Level Actions > Course Sub Tab

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The Course sub tab provides the option for you to set if users should be Enrolled in a Course created in LifterLMS or be Removed from a Course created in LifterLMS if any of the following happens in WishList Member.

One course or multiple courses can be selected for any option.

When Added. Set if a user should be Enrolled in a Course or Removed from a Course when they are Added to this Membership Level.

When Removed. Set if a user should be Enrolled in a Course or Removed from a Course when they are Removed from this Membership Level.

When Cancelled. Set if a user should be Enrolled in a Course or Removed from a Course when they are Cancelled from this Membership Level.

When Re-Registered. Set if a user should be Enrolled in a Course or Removed from a Course when they are Re-Registered to a Membership Level.

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The example screenshot below shows users will be enrolled in the course named Advanced Skydiving when they are added to the Gold membership level. The Save or Save & Close button can be used to save the configured settings.

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Enroll existing members. This option appears if a course is selected in the Enroll in Course field. If this option is enabled, any existing members in the membership level will also be enrolled in the selected course. You can leave this option disabled if you do not want to allow any existing users with the membership level to be enrolled in the course. In the example screenshot above, only new users who are added to the Gold membership level would be enrolled in the Advanced Skydiving course.

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The courses are being pulled from the Courses section of the LifterLMS plugin. You can create your courses in the LifterLMS plugin and those courses will appear in the LifterLMS integration section of WishList Member.

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Membership Level Actions > Lifter Membership Sub Tab

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The Lifter Membership sub tab provides the option for you to set if users should be Added to a Lifter Membership created in LifterLMS or be Removed from a Lifter Membership created in LifterLMS if any of the following happens in WishList Member.

One Lifter Membership or multiple Lifter Memberships can be selected for any option.

When Added. Set if a user should be Added to a Lifter Membership or Removed from a Lifter Membership when they are Added to this WishList Member Membership Level.

When Removed. Set if a user should be Added to a Lifter Membership or Removed from a Lifter Membership when they are Removed from this WishList Member Membership Level.

When Cancelled. Set if a user should be Added to a Lifter Membership or Removed from a Lifter Membership when they are Cancelled from this WishList Member Membership Level.

When Re-Registered. Set if a user should be Added to a Lifter Membership or Removed from a Lifter Membership when they are Re-Registered to this WishList Member Membership Level.

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The example screenshot below shows users will be added to the Lifter Membership named VIP when they are added to the Gold membership level. The Save or Save & Close button can be used to save the configured settings.

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The Lifter Memberships are being pulled from the Memberships section of the LifterLMS plugin. You can create your Lifter Memberships in the LifterLMS plugin and those Lifter Memberships will appear in the LifterLMS integration section of WishList Member.

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Course Actions

You have the option to create Course Actions. This means you can configure automations to occur when a user starts a course or is removed from a course or if a user completes a course. You can click to edit any of the listed courses being pulled from the LifterLMS plugin.

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The Editing Course Actions popup for the selected course will appear and the available options are displayed. The example below shows the Editing Course Actions popup for a course named Advanced Skydiving.

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You can set if users should be Added to Level or Cancelled from Level or Removed from Level in WishList Member if any of the following happens in LifterLMS.

One membership level or multiple membership levels can be selected for each option.

When Started the Course. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they Start this Course.

When Removed from the Course. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they are Removed from this Course.

When Course is Complete. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they Complete this Course.

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The example screenshot below shows users will be automatically added to the Gold and Platinum levels and cancelled from the Bronze level when they start the Advanced Skydiving course. The Save or Save & Close button can be used to save the configured settings.

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Lifter Membership Actions

You have the option to create Lifter Membership Actions. This means you can configure automations to occur when a user is added to a Lifter Membership or is removed from a Lifter Membership. You can click to edit any of the listed Lifter Memberships being pulled from the LifterLMS plugin.

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The Editing LifterLMS Actions popup for the selected Lifter Membership will appear and the available options are displayed. The example below shows the Editing LifterLMS Actions popup for a Lifter Membership named Beginners.

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You can set if users should be Added to Level or Cancelled from Level or Removed from Level in WishList Member if any of the following happens in LifterLMS.

One membership level or multiple membership levels can be selected for each option.

When Added to a Lifter Membership. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they are Added to this Lifter Membership.

When Removed from Lifter Membership. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they are Removed from this Lifter Membership.

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The example screenshot below shows users will be automatically added to the Silver and Bronze levels and cancelled from the Module 01 level when they are added to the Beginners Lifter Membership. The Save or Save & Close button can be used to save the configured settings.

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The WishList Member integration with LifterLMS allows you to setup automations to deliver content to your members in a variety of ways. You can set users to be added or removed from levels when they complete a course. Or, you can set users to be cancelled from a previous membership level when they start a new courses. You can even use Course Actions or Lifter Membership Actions to trigger what happens to users on your site. These are only a small sample of what you can do with this integration. You're invited to check it out for yourself inside WishList Member.

WishList Member includes an integration with Sensei LMS. You can set specific automation to occur for your members based on rules you set up.

This can include options like adding members to a new course in Sensei LMS when they join a new membership level through WishList Member. Or removing them from a course if they cancel their access to your site. Course Actions can also be applied to handle situations like adding a user to a membership level in WishList Member if they start (or complete) a course created in Sensei LMS. These are just a few samples of available options and more details are explained below (including examples and screenshots).

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Enable Sensei LMS Integration

The first step is installing the Sensei LMS plugin. This can be done by searching for the Sensei LMS plugin in the Plugins > Add New section of WordPress.

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Click the Install Now button and then click the Activate button when it appears.

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The plugin is now installed and activated.

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Connecting WishList Member and Sensei LMS

Next, you can select and enable the Sensei LMS option in the Setup > Integrations > Other Services section of WishList Member.

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Creating the connection between WishList Member and Sensei LMS is now complete and you can continue the integration process.

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Membership Level Actions

Once the Sensei LMS integration is enabled and connected, the Membership Level Actions section will appear and display the Membership Levels from WishList Member. You can click to edit any of the listed membership levels.

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The Editing Level Actions popup for the selected level will appear and the available options are displayed. The example below shows the Editing Level Actions popup for a membership level named Gold.

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You can set if users should Start a Course created in Sensei LMS or be Removed from a Course created in Sensei LMS if any of the following happens in WishList Member.

One course or multiple courses can be selected for any option.

When Added. Set if a user should be Added to a Course or Removed from a Course when they are Added to this Membership Level.

When Removed. Set if a user should be Added to a Course or Removed from a Course when they are Removed from this Membership Level.

When Cancelled. Set if a user should be Added to a Course or Removed from a Course when they are Cancelled from this Membership Level.

When Re-Registered. Set if a user should be Added to a Course or Removed from a Course when they are Re-Registered to a Membership Level.

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The example screenshot below shows users will start the course named Advanced Skydiving when they are added to the Gold membership level. The Save or Save & Close button can be used to save the configured settings.

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Enroll existing members. This option appears if a course is selected in the Start a Course field. If this option is enabled, any existing members in the membership level will also be able to start the selected course. You can leave this option disabled if you do not want to allow any existing users with the membership level to start the course. In the example screenshot, only new users who are added to the Gold membership level would be able to start the Advanced Skydiving course.

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The courses are being pulled from the Courses section of the Sensei LMS plugin. You can create your courses in the Sensei LMS plugin and those courses will appear in the Sensei LMS integration section of WishList Member.

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Course Actions

You also have the option to create Course Actions. This means you can configure automations to occur when a user starts a course or is removed from a course or if a user completes a course. You can click to edit any of the listed courses being pulled from the Sensei LMS plugin.

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The Editing Course Actions popup for the selected course will appear and the available options are displayed. The example below shows the Editing Course Actions popup for a course named Advanced Skydiving.

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You can set if users should be Added to Level or Cancelled from Level or Removed from Level in WishList Member if any of the following happens in Sensei LMS.

One membership level or multiple membership levels can be selected for any option.

When Started the Course. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they are Start this Course.

When Removed from the Course. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they are Removed from this Course.

When Course is Complete. Set if a user should be Added to Level or Cancelled from Level or Removed from Level when they Complete this Course.

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The example screenshot below shows users will be automatically added to the Gold and Platinum levels and cancelled from the Bronze level when they start the Advanced Skydiving course. The Save or Save & Close button can be used to save the configured settings.

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The WishList Member integration with Sensei LMS allows you to setup automations to deliver content to your members in a variety of ways. You can set users to be added or removed from levels when they complete a course. Or, you can set users to be cancelled from a previous membership level when they start a new courses. These are only a small sample of what you can do with this integration. You're invited to check it out for yourself inside WishList Member.

The Stripe integration with WishList Member was developed to create a shortcode for a payment button that gets inserted onto a page or post. A user can click that button and the payment popup will appear so they can purchase and register to gain access to the membership site.

But, there are also options you can use to insert either an image as the payment button or use a text link for payment/registration. These options provide a bit more flexibility when it comes to how your Stripe payment button or link will appear.

The information in this Knowledge base entry assumes you have set up the integration between WishList Member and Stripe on your site.

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Inserting a Stripe Payment Button onto a Page

WishList Member mergecodes or shortcodes can be inserted onto a page or post by using a Classic Block in the WordPress Gutenberg editor. More details on using the Gutenberg editor to insert shortcodes can be found in this Knowledge base entry.

You can insert a Stripe payment button onto a page by clicking the blue WishList Member icon > Integrations > Stripe Integration > *Level Name* in a Classic Block.

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Once you have inserted the Stripe payment button shortcode onto the page, you will see the code in the edit page section.

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The Stripe payment button will now appear on the live page. Please note, the look and design of the button is based on the theme being used on the site.

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If you want to create your own payment button or make it a text payment link, you can insert your own image/text into the shortcode. Once you have set up the integration with Stripe, you can insert the shortcode using the method above or by manually using the following shortcode format:

[wlm_stripe_btn sku=XXXXXXXXXX] [/wlm_stripe_btn]

You will just need to insert the image or text you want into the shortcode. More details on each option is included below.

You will also need to replace XXXXXXXXXX with the SKU of your product in Stripe if you copy and paste the example shortcode above.

The SKU will be automatically included if you insert the shortcode using the WishList Member code inserter.

You can also easily copy the payment button shortcode in the Setup > Integrations > Payment Providers > Stripe > Products section of WishList Member.

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Create Stripe Text Link

Below is an example of a Stripe shortcode that could be inserted and would show a “Click Here to Buy” text link. The words “Click Here to Buy” have been added to the shortcode in this case. You could copy the example shortcode below and replace those words with the text of your choosing.

[wlm_stripe_btn sku=1595524093 button_label="Join %level" pay_button_label="Pay"] Click Here to Buy [/wlm_stripe_btn]

The screenshot below shows that shortcode inserted into a WordPress page.

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That text payment link will now be displayed on the live site. Anyone who clicks that link will see the payment popup powered by Stripe and can purchase access to the membership.

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Create a Stripe Payment Button/Image

Below is an example of a shortcode that could be inserted and would show an image as the payment button. The example uses a Buy Now image that has been uploaded to the Media section of the WordPress site.

You can use a Classic Block in the Gutenberg Editor and select the Edit as HTML option.

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You can then paste in the following shortcode.

[wlm_stripe_btn sku=1595524093] <img src="urloftheimage" />[/wlm_stripe_btn]

The URL of the image (“urloftheimage”) would need to match the URL of the image file in your WordPress site Media section.

This example includes some additional formatting being applied to the button.

[wlm_stripe_btn sku=1595524093 button_label="Join %level" pay_button_label="Pay"] <img class="alignnone size-thumbnail wp-image-40" src="https://wlmtest.com/wray/wp-content/uploads/2020/08/buy-now.png" alt="" width="150" height="52" />[/wlm_stripe_btn]

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That payment button/image will now be displayed on the live site. Anyone who clicks that button will see the payment popup powered by Stripe and can purchase access to the membership.

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The options mentioned above allow you to apply some additional customization to the shortcode so the button or text link appear how you would like.

More details on installing arpReach on your site can be found here.

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Integrate WishList Member with arpReach

You've got arpReach installed on your site and you're ready to go. You can now set specific automation to occur based on rules you set up.

This can include adding members to a new autoresponder list in arpReach when they join a new membership level. Or removing members from an autoresponder list if their membership level gets cancelled. Options like these allow you to provide a more streamlined and custom experience for your members.

These are just a few examples of what you can accomplish using this integration. More details are explained below (including a Tutorial Video).

Enable arpReach Integration

First, you can select and enable the arpReach option in the Setup > Integrations > Email Providers section of WishList Member.

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If you have installed arpReach on your site, the Mailing Lists tab will appear and a list of all the Membership Levels are displayed.

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You can now set members to be automatically added to autoresponders or removed from autoresponders in arpReach based on the following actions in WishList Member:

• Added to a Level
• Removed from a Level
• Cancelled from a Level
• Uncancelled from a Level

All the details are provided in the Tutorial Video below.

The video also walks through the Next Steps in the process of adding members to autoresponders in arpReach based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, and Uncancelled from a Level.

Video Tutorial

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

arpReach Autoresponder Lists

You can set if Members should be Added to an Autoresponder List or Removed from an Autoresponder List if any of the following happens:

When Added: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Uncancelled from a Membership Level.

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You can use the WishList Member integration with arpReach to set specific automation to occur based on rules you set up.

This can include adding Members to a new List when they join a new Membership Level. Or removing them from a List if they cancel their access. Options like these allow you to provide a more streamlined experience for your members. These are just a few examples. More details are explained below (including a Tutorial Video).

Enable Interspire Email Marketer Integration

First, you can select and enable the Interspire Email Marketer option in the Setup > Integrations > Email Providers section of WishList Member.

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The Settings tab will appear and the blue Configure button can be used to create the connection between WishList Member and Interspire Email Marketer.

Once you click the blue Configure button, the Interspire Email Marketer Configuration popup will appear. It contains two sections, each with it's own short list of instructions to set up the connection. Clicking either link will display the corresponding list of instructions.

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You can click the “Enable the XML API in Interspire Email Marketer” link to view the instructions on copying and pasting the XML information to create the connection.

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Based on those instructions, you will see the option to enable the XML API and copy the XML Path, XML Username and XML Token in the Users & Groups > View User Accounts > *Click the Edit option for a User Account* > Advanced User Settings section of Interspire Email Marketer.

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Further down the Email Marketer Configuration popup, you can also click the “Assign the Custom Field IDs for the First Name and Last Name” link to view the instructions on copying and pasting the First Name Custom Field ID and Last Name Custom Field ID.

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Based on those instructions, you will see the option to copy the First Name Custom Field ID and Last Name Custom Field ID in the Contact Lists > View Custom Fields > *Click the Edit option for the Custom Field* section of Interspire Email Marketer.

You can copy the number of the ID parameter at the end of the URL displayed in the address bar of the browser.

URL Example:
http://www.yourdomain.com/[path/to/IEM]/admin/index.php?Page=CustomFields&Action=Edit&id=2

(The number 2 is the ID parameter in this example)

The process can be done for the First Name and Last Name custom field. The example screenshot below shows the ID number at the end of the URL when viewing the First Name Custom Field in Interspire Email Marketer.

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You can enter the XML information and Custom Field information into the corresponding fields and then click the Save button. This will create the connection between WishList Member and Interspire Email Marketer.

The screenshot below shows the fields filled in with the correct information based on the instructions.

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The process of connecting WishList Member and Interspire Email Marketer using the XML Path, XML Username and XML Token and First Name and Last Name Custom Fields is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Lists in Interspire Email Marketer based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, and Uncancelled from a Level.

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Video Tutorial

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

Interspire Email Marketer Lists

You can set if Members should be Added to a List or Removed from a List if any of the following happens:

When Added: Set if a Member should be Added to a List or Removed from a List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to a List or Removed from a List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to a List or Removed from a List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to a List or Removed from a List when they are Uncancelled from a Membership Level.

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You can use the WishList Member integration with Interspire Email Marketer to set specific automation to occur based on rules you set up.