Frequently Asked Questions About Memberium

Yes, Memberium works with the latest version of WordPress. We test for compatibility and release fixes for any issues we find anytime a new version is released. If you’re facing an issue after updating, please contact the support team.

Yes and No. You don’t have to update Memberium every single time WordPress updates. We do our best to maintain compatibility with all versions of WordPress, but the reality is that older versions of Memberium weren’t designed with the latest version of WordPress in mind.

Each Memberium release has performance improvements, new features, security fixes (when needed), and more. There’s no reason not to update.

We always recommend you update to the latest version of WordPress whenever possible and also update Memberium at the same time if an update is available. Make sure to properly backup your site or test the new version of a staging version of your site. This ensures your members don’t experience any issues.

Some site owners decide not to update WordPress. We don’t recommend this. The big issue with not updating WordPress isn’t Memberium working but it’s the lack of security updates. The older the version you’re running, the more likely it is that you’re site is vulnerable to known attacks. For more reasons to update WordPress, check out this article.

Yes, Memberium is both mobile-friendly and compatible with responsive design.

Use the content protection box on the right-hand side of any page or post.

For any other special content areas that you want to protect, and only allow certain members to see, then use one of the access control shortcodes, such as the [memb_has_any_tag] shortcode.

Here’s a video Showing the Process https://keap.memberium.com/infusionsoft-1-click-upsell-memberium/

Include this for the url where you want users to click to auto log in:

http://example.com/?memb_autologin=yes&Id=~Contact.Id~&Email=~Contact.Email~&auth_key=yourauthkey&redir=http://example.com/silver-video-2/

Example Use With Redirect to a specific page after log in:

<a href="http://example.com/?memb_autologin=yes&Id=~Contact.Id~&Email=~Contact.Email~&auth_key=yourauthkey&redir=http://example.com/silver-video-2/"> Log In Automatically Here </a>

To auto log-in a user from Customerhub use this for the link url:

http://example.com/?memb_autologin=yes&Id={{user.infusion_id}}&Email={{user.email}}&auth_key=yourauthkey&redir=http://example.com/silver-home

Read more on how Memberium autologin links work:
https://keap.memberium.com/autologin

You have two options on how to generate a password for your members. You can have the user create one, or you can have Memberium automatically create a password for you and assign it to the user.

Let Users Create Their Own Password

You can add a field to the webform or order form (legacy only) that a member will fill out that lets them type in their own new password. You’ll need to enter the appropriate password field that matches the field you’re using (Example: Field Snippets > Other > Password) to the webform you plan on using.

Adding password fields to order forms is trickier and is not officially supported by Infusionsoft. If Legacy Order forms are unavailable to you and you don’t have technical support resources, then we generally encourage using the automatic password generation to ensure smooth onboarding of your new members.

Automatically Assign A Password

You can use Infusionsoft’s HTTP POST functions to signal Memberium to automatically generate a password and assign it to the user pretty easily. HTTP POST actions can be run many ways, either in Campaign Builder after a goal is achieved, in a Purchase Action after a product is purchased, in a Legacy Actionset, etc.

The most common scenario is to use a Purchase Action or a Purchase Goal, and then to run the HTTP POST from there, but any of the ways will work.

What is an HTTP POST?

An HTTP POST is a simple way for one web server (Infusionsoft) to send a signal to another web server (Memberium) to tell it that something has happened, and an action needs to be taken. Infusionsoft has a helpful guide on using HTTP POSTS in their knowledgebase.

How to Setup an HTTP POST

When you use an HTTP POST, either in Campaign Builder or in Legacy, you will be prompted for a URL to send the HTTP POST

In order to make this manual step easier, we provide “done for you” URL’s in your Memberium > Settings > HTTP Post/Links page. This example code is ready to copy/paste from your Memberium screen straight into your Infusionsoft HTTP POST action with no edits.

You can also check out the video tutorial on creating Infusionsoft campaign which explains the password generation process.

HTTP POST Make Password Options

There are several options when creating a password, and the sample code uses the settings that are the typical actions used by almost everyone. If you have an unusual situation, such as creating new passwords to overwrite existing passwords, you may want to contact support or review the documentation to setup your HTTP POST for your special needs. VERY FEW people need this sort of behavior and it’s not commonly used since overwriting the existing password can be very confusing for users who often struggle with managing their passwords.

Troubleshooting

If you apply the HTTP POST Make Password action, and it doesn’t work, there are some steps you can do to work through the problem. We also encourage you to contact us at Memberium support as we may be able to help you as well.

• If you’re posting to an HTTPS:// URL, Infusionsoft may have difficulty with your SSL certificate, you can work around this by using an HTTP:// link
• If the link you’re HTTP POSTing to does a redirect, you can POST to the link its redirecting to. The Infusionsoft server doesn’t “follow” redirects and will just give up. Sometimes if you use (or don’t use) “www” in your URL this can happen.
• If there’s a leading or trailing space when you paste the HTTP POST URL into Infusionsoft, that will often break the HTTP POST. Carefully edit your HTTP POST setup to remove any extra characters.
• Your web host may be blocking Infusionsoft HTTP POSTs due to strict security measures. Please contact Memberium Support for assistance if you believe this may be the case.

Sending the User their Password

Once you have the password assigned to the user automatically, you’ll need to send them their password so that they can login. The easiest way to do this is to send a welcome email to the user after the purchase or signup with their username, password, and the link they need to login to your membership site.

When using Campaign Builder it is highly advisable to place at least a 1 or 2 minute delay BETWEEN the action of the password being generated, and the email notification. This gives Infusionsoft’s email database time to catch up with the new password information. If you don’t put this delay in place, you may find that some (or all) of your new members receive welcome messages with blank email passwords.

Another common mistake is to insert the “Password” field into the email, even if you’re using a custom password. The Infusionsoft Password field is a separate and distinct password field from the password field you’re using if you are using a custom field for your password.

Other Actions

Once the password is assigned, you’ll want to make sure that you’ve also applied the specific membership level tag(s) they need to grant their access. You can add this action set to your campaign after a user buys a membership or opts in.

When installing on WP Engine, you will need to contact WP Engine support and request that they turn off the “redirect_bots” setting, and purge the cache.

If this setting is not disabled, then it will not be possible to send HTTP POSTs to your app, as the WP Engine server will intercept and stop them from succeeding.

You’ll need to send a support ticket to WP Engine Support and ask them to allow your posts to contain variables.

Here is a sample ticket you can send to them…

Hi,

We’re using Infusionsoft and we need to send an HTTP Post to our WordPress membership site to set a password. The HTTP Posts that are being sent to WPEngine return an Unexpected 301 result if you have a query string added to your post URL.

For instance this will fail: http://site.com/?operation=makepass
But this will work: http://site.com/

Can you please modify our nginx configuration for this install to allow variables on our HTTP Posts? And can you turn the “redirect_bots” setting off on my hosting account?

Since Infusionsoft now uses a wide range of IP’s (because they are now using Google Cloud Services) when running HTTP POST’s, can you also please whitelist “Infusionsoft” (without quotes) in HTTP POST header “User-agent” field?

Thank You!

If you’ve already made this change and are still seeing the warning notice, you can disable it by clicking “Hide this Notice” in the bottom right corner of the box.

To add a users first name you would use:

[memb_contact fields=FirstName]

To add a users email address you would use:

[memb_contact fields=Email]

Refer to the memb_contact shortcode for more info on this and how to add other Infusionsoft fields.

• Install the wordpress plug in called ‘Widget Logic’ By Mark Maunder, or install a similar plugin that allows you to conditionally control the appearance of widgets.
• At bottom of widget under widget logic paste

  is_user_logged_in() 

  = this widget will only be shown to logged in members (see example screenshot below)

  !is_user_logged_in()

  = this widget will only be shown to non logged in members (see example screenshot below)

The Health Insurance Portability and Accountability Act of 1996, commonly known as HIPAA, is a series of regulatory standards that outline the lawful use and disclosure of protected health information (PHI). HIPAA compliance is regulated by the Department of Health and Human Services (HHS) and enforced by the Office for Civil Rights (OCR).

When it comes to Memberium, we don’t host your site or enforce any workflows/handling of data. Due to this, we can’t address HIPAA directly. However, we can provide you some information that may be helpful.

• We do not handle any of your customer’s Personally Identifiable Information (PII) or Protected Health Information (PHI).
• We do not have any logins or access to your sites or CRM.
• We do not control which data elements you sync down from your CRM system.
• We do not control which data you collect from your customers, or how you handle that data.
• We do encrypt all data moving to and from the CRM system, and none of the data passes through our central systems.
• All data stays on your server or in the CRM, and you’re responsible to maintain/verify that security.

It’s complex for us to be able to say your site would be HIPAA compliant based on so many factors involved and things outside of Memberium’s control. Based on that we cannot say that Memberium is 100% HIPAA compliant as a major portion of being compliant is factored around your data handling practices.

Instead of asking if Memberium or WordPress is HIPAA compliant, you should be looking at two main areas when it comes to the technical side:

1. Is the CRM HIPAA compliant? (Infusionsoft and ActiveCampaign both claim to offer HIPAA compliance)
2. Is my webserver HIPAA compliant?

Understanding if your web host is compliant has a lot of factors that we’re not equipped to help you unravel. We’d strongly suggest you speak with a legal or compliance professional to get definitive answers.

The information provided is not to be used as legal advice rather we’re providing it to help you get a start on researching how a site running Memberium can be HIPAA compliant.

If you want to create your own custom log in page and not use the default WordPress log in you can add the ‘memb_loginform’ shortcode to a new WordPress page called ‘Log In’, it can also be added to a widget or theme template.

If you want to include a ‘Forgot password?’ password link below the log in form, add the ‘memb_send_password’ shortcode to a new WordPress page called ‘Forgot Password’ and add a link to the new page below the log in form.

Memberium also offers pre-built page templates which has page templates for login and forgot password (among many others) so you don’t have to manually create these pages. If you’d like to install these page templates on your site, then please contact Memberium support by opening a support ticket.