Building a WordPress membership site with Infusionsoft?

Even after 65 posts about membership plugins for WordPress, I still get questions that I haven't addressed. Over the last few months I've been getting more and more questions about Infusionsoft, even though I've only written that single post about it.

Now, to be clear, I'm not an anti-Infusionsoft guy. I like it. That single post was because I was working with a client who was paying for Infusionsoft and not using it for all it was worth.

But what if you are? What if you're loving Infusionsoft and how it's helping your business? And now you want to connect it to WordPress.

Can you connect WordPress & Infusionsoft?

The answer is, of course, that you totally can do it. But let's dig into how you do it, and more importantly how you do it easily.

Because creating a WordPress membership site with Infusionsoft can be easy. Seriously easy. If you use the right tools.

Before I tell you how to do it, let me highlight the main features you're going to want.

  • Ability to protect content pages and posts
  • Ability to protect certain content within a page or post
  • Ability to let people sign up for your membership site
  • Ability to let people upgrade and downgrade their membership
  • Ability to trigger emails for various events in the sales interactions

The good news is that all of this is possible. Even easy. If you select the right tools. Which is what all those 65 posts are constantly telling you. Know what you want for your membership site, so you know what to look for in a plugin.

First things first

If you're using Infusionsoft, you know that what makes it powerful is its ability to tag prospects and automate how you interact with them before, during and after they become customers. So you don't want any of that to disappear when you're using WordPress for your membership site.

That means you need a solution that is going to let you connect a prospect's behavior with their Infusionsoft profile.

There are several components to help you including adding the Infusionsoft tracking code.

But I want to talk about Action Sets, which you can find in the Campaign Builder.

The power of Action Sets is that you can have it do a lot of different stuff from within Infusionsoft – while triggering it from WordPress.

  • A prospect downloads a free white paper or ebook. Use an action set to tag their interest in the topic.
  • They click “more details” on a critical offer and request more data. Use an action set to tag them and to trigger the email with more info.
  • They visit a landing page and download the free offer. Use an action set to put them into an autoresponder campaign to send them emails.

All of this requires that you a) know what you want to do, b) know how to do it in Infusionsoft, and c) prepare your site to trigger these actions.

But once you've set up these action steps, you'll still want to know how to trigger them.

Have you heard of Memberium?

There are several membership solutions that try to connect WordPress with Infusionsoft, but my favorite is Memberium.

I started hearing about Memberium more than a few months ago. But over the last few months I've heard their name spoken more and more. So I decided to check them out.

I even sat down with members of their team at this year's ICON conference (the Infusionsoft annual conference). We had a great morning talking about their approach to things.

The good news is that they have a shortcode available to your WordPress site that calls the action sets I was mentioning above.

[memb_actionset_button] is what it's called. It creates a button that you can configure with the ID of your action set from within Infusionsoft.

And if you don't like the way the button looks, add your own CSS class and style it any way you want.

Of course action sets are just one part of how you connect WordPress and Infusionsoft. I know that.

But what I love about Memberium, is that you can evaluate all of it's features by checking out its robust documentation.

And when you do, you'll find that all the features we talked about before (those five at the top) are all supported by Memberium. Right out of the box!

With Memberium, you can:

  • Control menu items
  • Control content
  • Add one-click upsells
  • Build online learning sites with LearnDash & Memberium
  • Create “my account” pages

Want to see videos that show you exactly how to do it? Check out their video tutorials.

Can you build a membership site with Infusionsoft?

You already know the answer. It's a big yes.

Now the question is simple: What are you waiting for?

If you have Infusionsoft already lined up, and are ready to add a membership site to your WordPress site, just be sure to check out Memberium to see if it will speed you up considerably.

This post may contain affiliate links. If you click on them and make a purchase, I'll get a commission, at no cost to you.