In this guide, you’ll see how to setup automated login reminders with Memberium and Infusionsoft.
This will help keep your members engaged by sending friendly email reminders if they haven’t logged in for a set period of time.
Step 1 – Create a New Tag in Infusionsoft
The first thing we need to do is create a new tag. This tag will be applied by Memberium when the member logs into your site. For the purposes of this guide, I’m naming my tag ‘User Logged In’.
The easiest way to create a new tag is by going to Memberium > Settings and then down to the Tag Builder Pro section. Enter the name of the tag as shown above and then click the ‘Create’ button.
Step 2 – Create an Actionset that Applies the Tag
With our new tag created, we’ll need to create an actionset so that Memberium can apply this tag when a user logs into the site.
The benefit of using the actionset is you can also do more than just apply the tag. If you want to add further tracking or notifications when a member logs in, you can do that here.
Step 3 – Set the Actionset to Run when a Member Logs in
Once you’ve created your actionset, we’ll select this actionset to be run each time a user logs into the site. Go to Memberium > Settings > Login and then set this setting
Step 4 – Create the Infusionsoft Campaign
Here’s an overview of what the campaign will look like:
The campaign starts when a member logs into the site. The actionset we created above will apply the tag we created which will trigger the first tag goal.
That will then start the sequence which removes the tag and then waits for a set amount of time. This delay timer determines how long until the email reminder is set.
If the user logs in before the delay timer ends
If the member logs in before the delay timer ends, the email will not be sent. This is due to the tag goal that’s after the sequence which will pull the user out of the sequence.
After the user is pulled out, the tag goal at the beginning of the campaign will be triggered (since the tag was applied again after being removed) which will restart the process.
In other words, the loop never ends. You may want to set the delay timer to a week or longer so that users are reminded if they haven’t logged in after 7-14 days.
If the user does NOT login before the delay timer ends
If the user does not login for the duration of the delay timer, then they’ll be sent the reminder email you’ve configured.
On top of that, the tag at the end of the sequence (User Logged In) will be applied which effectively restarts the entire loop. This means that in another 7-14 days (depending on what you’ve set the delay timer to) they member will receive another email reminding them to login.
In its current setup, this loop has no end however you could make it only send one email by removing the very last tag application. This would cause the loop to stop and only restart after the member logged into the site.
Additional Options
What if I want to add more emails?
The example I’ve shown above is the basic setup to make this loop function. You could easily add more emails and delay timers to send more emails with different copy. (see below)
What if I don’t want the campaign to continually loop?
You could also modify it slightly by removing the last Apply Tag action so that the sequence does not loop. This would mean if a user didn’t login and got the reminder email – that would be the end. Only when they login again would the sequence start back up. (see below)
