ActiveMember360 Auto login.
Now what I'm going to suggest is something slightly different, let's call it a pseudo auto login. When somebody purchases, they get redirected to a thank you page that has the auto login link embedded instead of directly into the members area. And yes, I realized that kind of defeats the purpose of auto login. However, it guarantees a seamless experience and gives you a chance to message the customer appropriately.
So I've got a link right there, that's thrive cart providing some code on how to implement it. Now the reason I bring this up because I've seen four different scenarios occur when auto login is enabled. So a purchase is made, the person is redirected and they get put into the members area seamlessly. No login, no hesitation, it works perfect. The next three are kind of less than ideal. Purchase occurs, and for whatever reason the checkout page, thank you, the checkout thank you page gets displayed, and then it continues to the members area.
So yes, they end up getting auto logged in, but there's this hesitation there. Third one is purchase the display checkout page to get shown, and then redirected to the login page and other words, the auto login timed out before there could be the connection made that would allow the person to log in. And the last one is purchases made the checkout page, the default checkout page for the shopping cart display, and that's it.
It doesn't go anywhere else. So those last three are I think, are there are caused by kind of a slow connection either Active Campaign not responding to the request for the auto login, or your website, taking too long to load and the shopping cart is timed coming out saying, whoops, I tried long enough, I'm just going to stop here. So rather than kind of allow the customer to suffer through that, let's make it so they get pushed to a thank you page but all they have to do is click a button, they don't have to know a password, they don't have to know their email. You'll get that to them later and they're automatically logged in.
So let's dive right in. So inside your thrive card account, you might have something looks like this for the fill up page. The success URL, in this case, I have a bump offer has the MBR auto login equals and then a code, which will auto log the person after they purchased. Now that can work very well and it does often but like they said, there can be issues. So instead, what you're going to want to do is have your own page your own thank you page that people get redirected to, you're gonna have to have some custom code on that.
But instead directing to the MBR, auto login, you're going to simply go to the thank you page. And on that page, you're going to display whatever you want but basically, there's going to be a button or a link that allows them to click on it and auto login. So let me show you an example of that. So here's the thank you page, I've got the video auto plan now, I'm just going to pause it right there for a second and the way I've got this setup is after a certain amount of time buttons going to pop up.
So notice this is says login, it's not going to auto log them in because they we haven't, we don't have any information from the shopping cart to say this person is allowed in. So if I click on this, all it's going to do is send me to the login page because I haven't been verified. So notice there's a login button there, I do not have access to this content. So that's in case somebody shows up on your thank you page effectively uninvited.
Now let's go ahead and make it test purchase. Now I'm going to do this incognito just to make sure there's no issues. So I'm going to go here. Now I'm going to the same page, and the auto This is starting to play and in 10 seconds, there's going to be a button that shows up down here. And it also include a message, now notice this is a little bit different. And if you look down at the bottom left hand corner, you're going to see the link that it has and notice it does not have your MBR auto login code in there, it's hidden behind the scenes, we don't want to expose that.
And notice there's a lot of information up here this query string information gets parsed and if it's valid, then this link this information is appropriate. So now when I click, I'm logged in, I have access to my profile and I now have access to the course. That's how you can use the auto login capability of ActiveMember360 for people to click on an access their purchase.
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.
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 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.
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 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.
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.
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.
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.
ActiveMember360 login automation.
In this video, we're going to create a login automation in Active Campaign for active member 360 that's going to handle the situation when a passwords not generated almost immediate or not at all. And to do so we're going to use the mbr_genpass function that after number 360 provide. So let's dive right in.
So inside your Active Campaign account, you're gonna want to create an automation I've got one called send login information and ideally, you're simply sending out an email with the password. Unfortunately some times passwords aren't generated automatically or something isn't working properly or the internet blows up something like that and you want to be able to handle that scenario gracefully.
So first thing I want to do is actually make sure that the contact is added to the WordPress site properly with the appropriate tags and all that good stuff. So to do so, I'm going to take you, I'm going to use the mbr_genpass function function.
They give you an example of what you want to look for. This is what your URL or web hook is going to look for. So I'm just going to copy that for now I'm going to go back into here. And first thing I'm going to do here is web book. And I'm just going to paste that in for now but we'll come back in just a minute to modify that.
Now if you notice there's a security code that needs to be used. So inside your WordPress site under active member 360, we want to go to plugin options, security options and then you want to create a security code, so go ahead and click Add. Doesn't matter what it is, I would not recommend 12345 but if you do, oh well.
So we have that information. So I can now go back into here and I'm going to replace the part that says one of your security code. So I'm going to go ahead and do that with 12345. And I'm not going to use the ampersand T ID equals whatever those are ID numbers.
Instead, I want to use this option auto register equal to Yes, I want to make sure the user gets created inside WordPress. I'm going to go here to the end and change that to a WHY. So it's my website, mbr_genpass equals 12345 and auto registry. Yes, and I really should grab the URL right here and do that.
So that's the first part. Now that should take care of adding user giving them a password, all that good stuff. There's a custom field called password that we're going to have populated with the password that gets created now.
Next thing is ideally, we just send an email. But in case something goes wrong, I want to put a condition in here that checks to make sure that the person has their password before we send them. So let's go ahead and do this and go to wait until specific conditions are met.
And it's going to be under custom contact fields and we want to use password. Where are you? There it is. And here's the biggie, make sure it's greater than and then leave this empty so in other words, it's not empty.
So that's kind of an important part there is that you make sure that password is greater than empty. In other words, it's not empty. So go ahead and save that. Now we want to put a time limit a very short time limit.
And I'm going to say up to the minimum which happens to be five minutes, so this could pass through immediately if the password set or could wait up to five minutes. So after five minutes, we won't do it if checked.
And we're going to go back to custom fields, we're going to look for password. Where are you? there it is, is greater than. So no matter what we're going to wait after five minutes we're going to pass through and will check again. If it's greater than perfect send an email we're going to send an email here I'm going to create a new one called login.
And I'm going to skip creating it but I should include the custom fields for password and also the placeholder for email and I am going to actually let's just do it real quick.
Pretty basic email, but something along those lines where you've got the URL, the placeholder for email and placeholder for the password and you're right I'm not going to send from you know. So that's assuming the best case now this can happen almost immediately where this happens they pass through here immediately yep the password set and you send off an email.
Perfect. Now the other scenario is after five minutes, it might not be right. So my recommendation is to one notify someone and in this case, I would notify myself or notify a team member and say, ready to tell me who that person is. And then since you're here, you might as well send an email. It says sorry, something to the effect your login details.
That's it. You've covered all the different scenarios that can happen gracefully. And in a perfect world that nobody would go down the no path. But in this case if for whatever reason the password doesn't get set, you notify somebody for them to deal with it.
And then secondly, at least send them an email within that five minutes it says sorry, your, should it should say something effect that login details are coming soon. So in a perfect world somebody gets put into here this web hook updates their record with a password they put into WordPress if they're not already there.
And then we wait for up to five minutes but if they already have the password set they pass right through and they will pass this check they get their login email if that's not the case after five minutes notify somebody to fix it and then send them a login details coming soon email.
That's how we build the login automation for ActiveMember360.