Memberium Membership Site Onboarding and Fulfillment Campaign [No LMS]

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Getting your customers to login and get started with your membership program for the first time is a crucial step. This campaign follows up to make sure they get started and they make a habit of going through your program from the beginning instead of dropping off.

Another thing that happens is we all get busy. This campaign will remind members to come back and keep moving forward. If they don’t end up finishing that much of your program, most likely they won’t feel they got much value and they’ll be more likely to cancel their membership. It’s in your best interest for them to start getting value (real results) out of your program as soon as possible after joining, or ideally all of it. These emails will help remind them to finish your course and then give them an opportunity to move to another product you offer.

How to Setup the Campaign?


Here’s an overview of the entire campaign. In the rest of this post, we’ll cover what you’ll need to do to set everything up while explaining the different elements of the campaign.

Triggering the Campaign

The Campaign is triggered by one of two things. The first being a tag goal. Set the tag to something named “YOUR COURSE – Test tag to simulate purchase”. Now, whenever you apply this tag to a contact, they’ll be added to the campaign just as if they paid for the course.

The second and primary way people will enter the campaign is through the “Product Purchased” goal. This goal is triggered when someone purchases your product (Infusionsoft Product) through an Infusionsoft order form.

Course Fulfillment Sequence

The next item in the campaign is the Course Fulfillment sequence.

First, you’ll apply your Membership Access Tag. This is what actually gives the member access to the membership content. Next, you’ll generate a password for the user using the Memberium HTTP POST. A 1 minute delay timer gives the password time to generate before sending a welcome email.

In the welcome email, you’ll need to do the following:

  • Update the from address
  • Update the subject line – replace anything in [brackets]
  • Replace any bracketed content in the email body. For example, [Insert name of course] would be replaced with your course name.
  • Update the login link in the email with a link to your login form on your site
  • Lastly, update the signature at the bottom of the email

Those steps are the same for most of the emails in this campaign. Everything is already written, but you’ll need to add your course name and links to the emails.

At the bottom of the sequence, you’ll see another start with a remove tag action. You will use this to remove the PAYF tag for your course. We’re only doing this as a preventative measure as sometimes a member will enter incorrect payment details on the order form and a PAYF tag may be applied. Then they’ll resubmit the order form with the correct details and the charge will go through.

We’re ensuring this tag is removed so they have access to the course.

The last two items in this sequence work together. The delay timer gives the member 1 day to login to the site before it applies a tag that will pass them to a login reminder sequence.

When the member logs into the site, we’ll have Memberium apply a tag that will trigger these two goals above. That will stop the login reminder emails from starting and stop them if they already started.

Login Reminder Sequence

The tag you applied at the end of the last sequence will trigger this sequence. Make sure you set them to the same tag so they are “linked” or connected.

Inside of the Login Reminders sequence, you’ll simply publish the delay timers and the emails. Inside of the emails, you’ll change the following:

  • Update the from address
  • Update the subject line – replace anything in [brackets]
  • Replace any bracketed content in the email body. For example, [Insert name of course] would be replaced with your course name.
  • Update the login link in the email with a link to your login form on your site
  • Lastly, update the signature at the bottom of the email

First Login Achieved Goals

As mentioned earlier, these goals will need to be triggered when the user logs in for the first time. We can do this by first setting a tag inside the goal (you can create a new one) and then using a shortcode on the course homepage.

[memb_set_tag tag_id=XXXX]

Using the shortcode above, replacing XXXX with the tag ID of the tag you set in the goals, you’ll place that on your course homepage and when a member accesses the page, Memberium will apply the tag to the member.

This will trigger the two goals, stopping the previous sequences and starting the rest of the campaign.

Onboarding Sequence & Course Reminders

This sequence is designed to get students in the habit of logging into the course every few days.

Simply publish the delay timers and the emails.

The emails in this sequence are the same as the other sequences except for one thing. Rather than including a link to the login page and their password, we’re using a Memberium AutoLogin link.

You can get this link by going to Memberium > Settings > HTTP POSTs / Links and then copy the “Email Autologin Example”

Use that link in the email where it says “Click here to resume where you last left off”

You’ll do this for all the emails in the sequence.

PAYF or CANC Tag Goal

When a member has a payment failure or they cancel their membership, we don’t want to keep sending them course/membership reminder emails.

What we’ll do to solve this is add a tag goal at the end of the campaign that is looking for the CANC and PAYF tags. When one gets applied, it will pull the user to the end of the campaign and stop any reminders they are getting.

Campaign Options

Of course, we’re providing this campaign to you as a template. You are welcome to change the campaign as needed to fit your needs.

You can add additional reminder emails or you can remove some if you feel there are too many.

As shown in the campaign, you can even add another sequence after the “Onboarding and Course Reminders” where you could place additional emails.

What if I have questions?

If you have any questions, you can join Office Hours. It’s a twice-weekly webinar, every Tuesday and Thursday, where you can get you questions answered live on the phone. We’re limited in the technical troubleshooting

If you’re facing a technical issue that will require troubleshooting, please submit a ticket to our support team by clicking here.

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