ActiveMember360 Excerpts

ActiveMember360 Excerpts.

In this video we're going to cover what ActiveMember360 can provide for excerpts, especially as it relates to memberships. So let's dive right in.

Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.

Inside your WordPress account, you want to go to ActiveMember360 plugin options, scroll down to excerpts and you've got a few options here. Do you want to force them at all times Yes or no? And then this is probably the most underrated or unobserved feature is the blur effects for excerpts.

If you say yes, what you can do is change. You can have a gradient of color where it starts to finish and I'll be honest, I have not used it but the idea is you start at one color and you fade to the other. So you might look like start from black, all the white or all the white to black.

And as an example, usually most newspaper sites that are charging for accessing their site after a certain number of views will have like a blur occur. And I'm just going to start clicking example feeling the Wall Street Journal is going to do something like that.

They might let you read one or two, but there it is right there. Notice how that fade. So it's kind of an excerpt right here, but it fades from black font to grey. And if I want to read the whole thing, they want me to subscribe.

So on your WordPress site, you can effectively accomplish that using the excerpt blur capability that ActiveMember360 has provided. That's it, I mean, that's that's kind of a cool feature, especially if you're setting up a membership site that's standalone, not using Learning Management set system and you kind of want to tease people on what's available.

That's the ActiveMember360 Excerpts go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360-Cache-Options

ActiveMember360 Cache Options

ActiveMember360 Cache Options.

In this video we'll talk about the cache options available for ActiveMember360 and they're actually very limited and usually we take this into account when we're building a membership site.

So let's dive right in.

Before we continue, I want to mention that we have a free master class that goes into the details of how to create a membership site. So you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.

Inside WordPress, you want to go to ActiveMember360, plugin options. And you want to scroll down to cache options. And really, you don't have much choice, the default is six hours, you can go as low as one hour as much as 24 hours.

And this is the amount of time between when ActiveMember360 capture some information about the contact vert and then we'll have to actively search out for more information. So in other words, if it said to six hours and they come back to visit the page, ActiveMember360 is going to make a call back to Active Campaign to look for information.

Now this can be caused strain on your web server or your account with campaign. And the argument for keeping it as short as possible is if you have updated information that's occurring frequently, versus things that don't change very often you can push it out to 24 hours.

And the reason you want to keep it at least an hour obviously and more is so that if for whatever reason you send a number of people to your membership site at the same time, you don't want to have ActiveMember360 calling back to Active Campaign like 1000, 10,000 hundred thousand times all at once.

If people have already been logged in recently, it won't need to make a call back to check their permission levels. So really all I'm saying is just leave it at six hours is my best recommendation.

That's ActiveMember360 Cache Options.

Go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Content Access Options

ActiveMember360 Content Access Options

ActiveMember360 content access options is what we're going to cover in this video so let's dive right in.

Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon. Just go to integratepro.co/ytvideo.

Inside your WordPress account, you want to go to ActiveMember360 plugin options, content access options, and I'll be honest, there isn't much here. So for people that have access they have I'm not gonna say admin exactly, but depending on their role, what do you want to have them able to do?

Now use this super administrator basically can do anything but what do you want like the next level down to be able to do and then I'll be honest, the only one I really think is important here is you probably do want to suppress the WordPress toolbar and the reason would be because you might have somebody who is an admin but also a customer but why show them that navigation at the top so i would suggest having this set to yes and then go ahead and save changes.

That's the ActiveMember360 content access options go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Comments Options

ActiveMember360 comments options.

In this video, we're going to cover the options for comments using active member 360. So let's dive right in.

Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site. So you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.

So inside your WordPress site, we want to go to active member 360, you want to go to plug in options. You want to go to comment options, and you can activate the advanced comment options or not. And then you've got the option to display comments from or not. And then what do you want to do? Do you want to suppress them all together, display them or display them with excerpts?

Now I'll be honest, I don't use this at all. And I think because of the combination when I'm building a membership site that's using something like learn dash, where it's not all together obvious where comments would show up.Plus, if somebody is going to use for instance, the BB press forum software, it doesn't make nearly as much sense is it at unless you are going to build a membership site based on the pages or post inside active member 360.

In other words, if you're not using an LMS, this might very well come in handy because in that case, you can allow somebody to comment on a lesson, the course of page, wherever and you effectively use that as notes to self. So in other words, they can keep their own notes, you can set it up so nobody else can see that. And in my opinion, that's kind of the best way to use the comments options in ActiveMember360.

That's how you can use the active member 360 comments options go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Logging

ActiveMember360 logging. In this video, we're going to cover what ActiveMember360 can do for logging and why you might want to use it. So let's dive right in.

Before we continue, I want to mention that we have a free master class that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.

Inside WordPress from your dashboard, you want to go to ActiveMember360, Click on plugin options, and then click on logging. And there really isn't much choice here, you can enable or not enable API logging, and web hook logging. And you can keep track of how many calls you want to record or not.

If you put zero in there, it's going to just keep logging in many as come in. If you put any other number greater than zero, it'll only record or keep those most recent ones. And if you do use it, again, I would recommend using the note section to date it, sign it effectively, in your reason.

Now in general, hopefully you don't want or even need to have this running. And what it's good for is if you're having any kind of issues, if something's not working, you're setting something up, you're trying to get it to work with Active Campaign, which it does. And for whatever reason, let's say a customer's not getting access, they've tried to log in, but they're not getting the access you expect.

This is where this comes in useful for figuring things out. So if you end up contacting supportive ActiveMember360, they'll typically ask you to turn this on, so that you can record what's going on. And then that information gets taken look at and hopefully evaluate or you can help you evaluate what's going on.

So when I do use this, I take quickly turn it on. When I think there's a problem, I put it Yes, yes, I'd leave it at zero. Because I want to capture everything. And then when I'm done with it, everything's working, I basically come back and say no, no, and then save changes.

Now this, where are the results? Well, give me to go into utilities, Yeah!, and right here, this is the API log Do you want to click on that. And all the responses or the information that's been come in will be in here. You can tell it how many results you want to display.

And then you can simply search for anything in particular, now because I haven't had this on, at least for a while. There's no logs in there. So there's no data to work with at this time. But this is really useful for debugging. If you have any kind of problems with Active Campaign and ActiveMember360 talking to each other.

So that's ActiveMember360 logging, go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Security Options

ActiveMember360 Security Options

ActiveMember360 security options.

In this video we'll cover the different options you have for securing your WordPress site using active member 360. So let's dive right in. Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.

To get started, you want to go from the dashboard to active member 360, plugin options, you want to go down to security options, click there, I think there's about 10 different options you can choose. And we'll just start at the top and work our way down. So prevent concurrent logins.

In other words, you know, don't allow the same person to login twice. And the use case might be somebody sharing their login details and you just don't want to allow that to happen. And if you do that, you do have an option. What happens, do you want to send an email when that's detected or not?

I'm going to say no to that, limit the failed login attempts. So in other words, if somebody is trying to brute force attack your site, you can set it down, you set the number of Max attempts they can try, thing if it zero just means they can try as many times as they want.

And then you have a lockdown period and the number of seconds probably at least 60, I would say before somebody can retry or 10 or 15, just to make sure that you're stopping people from brute force attempting to login.

There's an auto logout after after an inactivity and then words another security feature, if somebody hasn't been active, you simply log them out after a certain amount of time. And then you pick the number of seconds. It's up to you, I typically leave these as is.

And then there's a whitelist IP address and typically, that's going to be your IP address, you want to prevent any kind of login issues for yourself. So you want to go to like Google type, what's my IP address, copy it, put it in here, click on add my IP address.

Security codes, these are things that you make up, and you're going to use them for something like the mbr_autologin, or the mbr_genpass functionality. And honestly, this is kind of the gold of active member 360.

If I want somebody to purchase my product and get access immediately, using the security code with mbr_autologin is going to work seamlessly. So you just create random characters, numbers, whatever, put it in there, and you can add more, you can delete more.

I've got one called 12345. Please don't ever use 12345. That would be the first thing somebody would likely check. But you can use these you can disable them definitely highly recommended. That combined with the enable auto login module is very powerful.

So what this means is that somebody can automatically log in, for instance, with the security code attach the mbr_autologin makes for a much, much better experience than having to wait for an email says hey, here's your login details.

So somebody for instance, makes a purchase you can redirect them to your WordPress site and have them automatically logged in using the combination of the security codes and the auto login module. And then maybe depending on if you're using one of the following shopping carts, you can combine that so that the auto login module happens easily, easily.

And for instance, ThriveCart has a secret key provide same with JVzoo, Clickbank and Digistore. And as always, I recommend that you date it and put your name there and if you made some changes put that in there too.

So that's the active member 360 security options. Go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Passwords

ActiveMember360 Passwords

Active member 360 passwords.

In this video, we're going to cover the options you have available inside ActiveMember360 with regards to passwords, so let's dive right in. Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.

So inside your WordPress account, you're going to want to go to ActiveMember360, plugin options and passwords. You know, there's a few things you can change. One is to store encrypted passwords and Active Campaign or not. Now, I don't know the full ramifications of this. But I suspect once you've done that it makes it a little more difficult or maybe even impossible to actually send out passwords from Active Campaign to the user.

Not 100% sure on that. But I think there's some definite downsides to that. Now, in general, I typically leave it as is in other words, they're playing text. And yes, I know that's not great for security. So if you have concerns, consider using the encrypted password option. Otherwise leave it as is.

And you can set a minimum password or and or a maximum password length required by default the means 8 the max is 16. The allowed character set you can put in whatever you want here and they don't do a lot here. They do have some special characters at the end, but mostly it's letters, numbers, I should say letters capital and lowercase numbers in some special characters.

You might consider pulling out like the letter L or one because a lot of times those get confused but honestly somebody really should just copy paste in the password. And as usual, if you do make some changes here I'd make a note in the Settings panel that says the date your name and what you did.

So that's ActiveMember360 passwords. Go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360-Special-Pages

ActiveMember360 Special Pages

Activemember360 special pages.

In this video we're going to cover the different special pages that you can define inside activemember360. So let's dive right in. Before we continue, I want to mention that we have a free master class that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon. Just go to integratepro.co/ytvideo.

So inside your WordPress site activemember360 you want to go to plugin options and special pages. Now there's a few here if you don't do anything, no big deal. It basically falls back to whatever WordPress provides as a default. So if you don't have a login page or let me rephrase that.

If you want a custom login page, you're going to want to define a page that's called login typically and you're also going to need to do something like add the NPR login form short code. This will allow you to place in a login form on a particular page.

And some things you can do. You can have labels, you can put in username email address, you can do a redirect which is kind of an important one. So for instance to a specific URL after they login and here's some examples down here. Just straight up in br login form force display and this will redirect to a specific page and if anything that's probably the most valuable option right there.

So I could choose a page I already have created or I can create a new one and do that, you can ever registration page, now the thing is you can have an internal registration page inside WordPress or you can point to somewhere else. So if somebody needs to register you can send them to for instance, like a sales page.

The default those if you define both of those, the external page will have priority. There's the option for an excerpt upsell page and also a 404 page not found. And then finally, as always in the notes section I'd recommend if you do make changes to date it, put your name in there and then say what it's all about.

So that's active member 360 special pages, go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Login Settings

Active member 360 login settings.

We're going to talk about what you can do for logging in members. So let's go ahead and dive right in.

Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon just go to https://integratepro.co/ytvideo.

Inside your WordPress membership site with active number 360 installed you want to go to active member360 plugin options and the first one is login settings. So there's a number of different things you can do in here. For instance you can always require a login I do not recommend that basically your site is unseeable to the outside world. You might want to have that so that you can show at least what's inside there so you can toggle that on and off if you want.

You can or cannot have a tag that band somebody from the site completely. It's kind of an easy way to override all your other permissions by just having a tag that basically blackail someone, Yeah, that's probably the right word so that no matter what, they can't get in there, if you've got a bad customer, you get person that's trolling you. That's something you might want to consider.

The next option is do you want to allow login without a membership? So in other words, can they get in with or without that now depends on what you're offering. In my opinion, if you have a free course you've might not even require purchase obviously, but a tag but if you can allow them to log in without a membership tag, they can get in there without having access. The only thing about that is, that contact may or may not be in your active member or Active Campaign account. Maybe you want to have that there so that's something to think about. I you should just leave the default.

And here's a last login custom field. Now this is useful if you have if you want to track when your client was last in there. Now what you can do with something like this is set up an automation in Active Campaign that looks at the person's last login. And if after a certain number of days, they haven't logged in, you can send them a reminder email. This is especially useful if you've got content that's dripped out over time. And you want to make sure somebody is consuming it. You can easily set up a reminder automation based on that date custom field, the last login inside Active Campaign. Then down below there's the next to our automation to run on login automation to run on log out. So every time somebody logs in or logs out, you can run an automation and that again, that's one of those things that might be useful. You can update a score of some sort, you could send a zap to a Google Sheet do whatever. It's basically a way of keeping track of usage in your membership site.

Last one, we typically do use this. For instance, if somebody has signed up for the very first time they're logging in, you might send them to a page a welcome page or page that explains exactly what they're getting, what to do next steps that type of stuff. The great thing is you can override that with some content in your links that prevent that but that's that's the login settings for active member360 and not a bad idea to also leave notes behind like the date your name and what you did if you made a change but as you can tell this is the default settings for active member360 login settings and I'm not going to make any changes from there.

So that's the active number 360 login settings go to integratepro.co/ytvideo to get the details on How to create a membership site and start selling your online courses in an afternoon.

ConvertBox Review - A Data-Driven Analysis You Can Trust

Convert box review

In this video we're going to cover how convert boxes easy to use, who some of their competitors are and actually how to use it. So let's dive right in.

Yeah, if you go to the Convert box website, you're going to see this. And right now, they're kind of in a beta version. So you have to request an invite, or if you can get a direct link from somebody that will get you in. But as an example over here on the right, this is an example of a convert box. In this case, it has a picture of the person the top there, it's got a message, a header, a subheading, there's actually a video embedded looks like they're collecting the email address where you can click claim your discount now and they've got a countdown timer.

Features

So that's pretty much all the features that get put into convert box, scroll down a little bit and it just kind of lead you to know what's going on. You can target visitors specifically for instance, that have been on your site who've already signed up and have been added to your mailing list. And of course you can help with boosting sales, reducing cart abandonment, that type of stuff. They do have to step call to actions, a very simple, you know, ask a question type thing, you click here to submit and takes them to the next step. So if you go through here, you'll get an idea of what's possible countdown timers you can segment people and you can actually speak directly to them with their information. And actually that's not quite out there yet but it will be soon.

Styles

And right now there's a few different styles you can slide in from the side that can have a notification bar on top, a modal window that pops up in the middle and a full page display and you can trigger that based on either people trying to leave the page or clicking a pop up or certain amount of time has passed and just about everything is customizable and they will have a different editor coming out relatively soon.

Examples

And here's some examples of what you can do you know if somebody already has a tag or not or has visited particular page you can display different convert boxes and you know what instead of keep scrolling down let's just dive right into the account here so as an example here's an account I have you can have multiple websites and it gives you a dashboard right here that tells you how many people clicks leads etc over different timeframes and you can look at views clicks or leads down below this is kind of where you do the work.

Campaign

Now first off, you're going to want to have at least one campaign and within that you will have at least one convert box and what I've done is typically have a campaign per site type thing and then whatever convert boxes are appropriate for that site I put inside that campaign. So for instance, for this site, I've got four different convert boxes that could run I'm just going to close that and before we go too far I guess their stats you can just be a little more specific on what you want to see and there's some account settings for instance you can update your profile, the embed code, which is nice, it's generic, you can use a WordPress plugin, of course, if you have WordPress, they give you the exact code to embed. And the nice thing is even if you update your convert box, you do not need to update the code that's involved or you can simply send the instructions to a developer and have them installed which is basically take this code and go ahead and emebbed that.
What about email?

Email Systems

What else is there settings let me see what that Okay, oh right. You can connect to a number of different email systems in general and some other ones. I'm using Active Campaign. But it looks like AWeber, Infusionsoft, Ontraport number of different emails. You can have a custom HTML form. And what else was there? billing, I don't think we need to really go through there. But let's go back to the dashboard and show you an example. So let's go into this campaign.

Edit

And we're going to edit this convert box and I'll show you what you can do. But there are some nice things you can look at specific stats, you could reset if you want, clone it, which is a great feature makes it easy just to make some slight modifications. And then you can move to a site or delete but I'm going to go ahead and edit this. But let me just show you first the preview. So in this case, I know this is the full window takeover and that's all it is. It's got a picture of me the name and then it's got a call to action and then the email address which is connected to ActiveCampaign. I'll show you that specifically.

Naming

So there's the name. And what's nice is you just click along the top next will take you to the next step. But I think there's a back once you get going, and you can save it exit it. But we basically go to set up a customized display and targeting. So I gave it a name and associated with a particular campaign and then you choose the type of convert box you want to use. So you can use the bar on the top, you could have a slide in our center modal and full page. So I'm using a full page. But let me just show you. For instance, if I do this center modal, and I'm going to go to the next step. And this is where you get a change the look and feel. And this is what it looks like. So let me actually go back change to a bar and then show you what it looks like.

Full Page

And then one more time actually two more because I'm going to show you a few different ones. And I go back and actually I am doing a full page on this one. And this is where you get a customized if you notice if you run your mouse over it you can see that it highlights different sections. So for instance, if I click on this, I can now click and edit the text. And I have some limited capabilities on formatting so I can make it bold, underline italics or I could strike through.

Layout

Now if I go back here and I click on layout options, you can see the different things I've enabled the profile which is this picture up here. So the toggle that on and off there's the headline on and off. I could have a sub headline I didn't I could have an image I didn't I could embed a video but I didn't. I definitely have the button. No I don't. Yes, I do, no I don't opt in form. Now one thing is known as watch what happens when I toggle button and watch what happens to the opt in form it turns one off or turns the other on. I'm going to go back down here and do opt in and I can have a countdown timer.

Countdown Timer

So I'm going to double click on that. And the length of the countdown timer. It depends on whether it starts at the visitor views convert box, or do you just want to hard code in a date? So if I wanted to hard code in a date, I could do something like that. And what time of day do you want to expire, which is nice change. The color of labels can be changed days, minutes, hours, seconds, I'm not gonna do anything like that. Matter of fact, I'm not even going to use this. So I'm going to go back here and turn this off. Here's probably the feature, you know, like the most. So I clicked on this, I can edit this, I could start typing and change that. But really, I want to go to set up form actions. And I've set for instance, when somebody subscribes a URL that they can redirect to, I could simply show them the thank you message, but I want them to go to a specific page because I'm actually tracking I could pass the form values in the URL parameters and maybe pick those up on the thank you page if I want to. But from here I'm going to click on setup form actions.

... then magic

And this is kind of where the magic happens. So when a form is submitted, what do you want to have happen. So I'm doing two things, I'm putting them onto a list and then adding them to an automation. So let's just say I want to do a third thing.

Integration

So you want to select the integration and I've got IntegratePro and another Active Campaign account. I've also got the webhook capability and not going to use that but I'm just showing you let's go back to IntegratePro and then decide what I want to do. I want to add them to a list, move them add them to an automation or remove them add them a tag, remove a tag, add a new tag or add them to a form so I definitely have a lot of options there so for instance I might do that and then it's nicely will show me all the lists that I have same with for instance, automations, right now I've got a lot here you can't see them all. There's definitely a lot of them. Anyways, that is probably one of the most powerful features of convert box.

Next step

And then going on to the next step, once you got the way way you like it, just simply go to next and long way if you want, you can click on save. Now show this convert box on pages on my website. So I want them to click on a link and I have to have this code to the link that they click on.

Activity

Alternatively I could have it if they want to leave the page if they've been active/inactive for a period of time they scroll to a certain percentage of the page or just show after a specific amount of time. And that is that one is very appropriate for mobile versus if they try to leave so as far as I know you can't tell if somebody's trying to leave until they've left whereas on it desktop, you can indicate somebody leading by their mouse going up to the top.

Display

You can also show it immediately or showed a mill immediately is a welcome mat above your page, which basically pushes the content down.

And this one, I believe, if I remember, right, yeah, you can basically wrap convert box around an external web page. Now I'd be careful on this know some people don't like having their content wrapped on iframe owned by somebody else. But it can certainly be done. So if I go back here, I'm showing this immediately if I wanted to, actually I don't remember I think I added as when they click a link Yeah, there it is.

Immediate

But if I wanted to show it immediately, I could say for how many for each visitor for a maximum number of 10 views and how many per day type things you can really set the rules and do you want to display on all pages or specific pages and this case. You can say I want to include these pages, I want to exclude these pages. But notice, there are a lot of options. I'm going to go back to the way it was, which is if a visitor clicks a link on my page, I want somebody to proactively do that.

Targeting

Moving on next to targeting, you can set a goal and you stop showing this if they visit a specific page, in my case, what I'm trying to accomplish, get somebody to sign up. And if they actually sign up, they get to a specific page. And once they've seen that page, I don't want them to see a convert box again. So very easy to do that. And then you want to click on Finish. And you can either go to dashboard or go to editor and that's it. It's relatively simple to set up, you know, you choose what you're going to display and what kind of format what actions you want to have happen.

Frequency

How often do you want people to see it, you need to install the embed code on your website either through a WordPress plugin or hard coded in but one way or the other you need to have that on the site now you probably wonder what why would I need this if I have something like Thrive Leads well you don't need it you certainly get a lot more capability with something like this versus what's built into a number of different for instance a WordPress page builders it's got a lot more flexibility gives you a lot more options and gives you a lot of control over what can happen when somebody visits your site.

That's my convert box review.

... and all the details

... that you might want