Keap + Memberium OAuth Setup Guide

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What is OAuth?

OAuth is a modern authentication protocol that replaces the older static API key method for connecting Memberium to Keap. Here’s how it differs:

  1. Legacy API Key (being phased out):
    • A single, permanent access key
    • Like a master key that always grants the same level of access
    • Simple, but less secure and flexible
  2. OAuth (New Method):
    • Uses temporary, renewable tokens instead of a permanent key
    • Provides more granular control over access permissions
    • Enhances security by limiting exposure of credentials
    • Allows for higher API request limits from Keap
  3. Service Account Key (SAK):
    • Acts as a backup authentication method
    • Can be used if OAuth encounters issues

OAuth improves upon the static key approach by offering better security, more precise access control, and higher API limits. While it requires periodic token renewal, this process is automated, making it a more robust solution for connecting Memberium to Keap.

Why would I want to use OAuth?

Great question! There are two big reasons to use OAuth:

Higher API limits: With OAuth, Keap allows your site to make more requests. This means smoother operation, especially for larger membership sites.
Improved security: OAuth uses advanced security measures to keep your connection with Keap safe and sound.

What are the downsides of using OAuth?

While OAuth is awesome, it’s good to know about a few quirks:

  • Token expiration: OAuth uses tokens that need to be renewed regularly. It’s like having a pass that needs to be stamped every so often to stay valid.
  • Reliance on WP Cron: Memberium uses WordPress’s scheduling system (WP Cron) to automatically renew these tokens. Usually, this works great, but if your site’s WP Cron hiccups, you might need to step in.
  • Manual reauthorization: If token renewal fails, you may need to log into your site and reconnect Memberium to Keap. It’s a simple process, but it requires your attention.
  • Backup plan: Don’t worry! If OAuth hits a snag, Memberium can fall back to using your Service Account Key (SAK) if you’ve set one up.

The Bottom Line

Despite these small challenges, the benefits of OAuth far outweigh any potential hiccups. We highly recommend using OAuth, especially for larger membership sites. The increased API limits can make a big difference in how smoothly your site runs.

Remember, Memberium is designed to handle most of this behind the scenes. You get all the benefits of enhanced security and higher limits, while we take care of the technical details!

 

How do I setup OAuth with Keap & Memberium?

OAuth setup varies depending on which version of Memberium you’re using. We would suggest updating your Memberium plugin to the latest version before proceeding with this guide.

Click on the version you’re using below to jump to that section…

OAuth Setup for Memberium 3.0 or Newer

 

Step 1: Log into your WordPress admin dashboard and click on Memberium > Keap Connection.

We would suggest setting up your SAK before implementing OAuth but this is not required. If OAuth fails for any reason, the site can fall back to SAK if it’s setup.

 

Step 2: Click the green “Connect OAuth”  button. This will open up a Keap window. Sign in if you’re not already signed in.

Next, you’ll see a dropdown of all your Keap apps connected to your account. Select the one you want to connect to Memberium. Press the blue “Allow” button. You’ll be taken back to the Memberium page.

 

Step 3 (IMPORTANT STEP): Click the blue “Update Configuration” button at the bottom of the page.

The page will reload and you will see the “Current API status” now shows Verified:

 

At this point, you can still add an SAK as a backup. You can find your SAK by following this linked guide.

That’s all that’s needed to setup OAuth between Memberium & Keap.

 

OAuth Setup for Memberium Versions Older than 3.0

Step 1: Log into your WordPress admin dashboard and click on Memberium > Settings > Performance and enable the OAuth 2 Setting.

 

 

Step 2: Go to Memberium > Keap Connection and Click the green “Connect OAuth”  button. This will open up a Keap window. Sign in if you’re not already signed in.

Next, you’ll see a dropdown of all your Keap apps connected to your account. Select the one you want to connect to Memberium. Press the blue “Allow” button. You’ll be taken back to the Memberium page.

Step 3: Verify you can see the red “Disconnect OAuth” button and the Token Expiration.

If you see those two things, OAuth is connected for your site.

Keap is phasing out the legacy API key by October 2024. It is important to update Memberium to the latest version which no longer uses or relies on the Legacy API Key. Learn more about this change here.

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