Memberium Paid Course Onboarding and Fulfillment Campaign [No LMS]

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Getting your customers to login and get started with your paid course 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 not recommend your course to others. 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 course 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.

Course Complete Tag Goal

When the member completes the course, we don’t want them to keep sending them email reminders.

In this case, we’ll add a button to our last lesson that when clicked will apply a tag and trigger this goal. When this goal is triggered, the previous sequence with the reminder emails will be stopped.

Set up a tag inside this goal and then go to your last lesson page. On that page, you’ll want to add this shortcode:

[memb_actionset_button button_text=”Mark Complete” tag_ids=XXXX redirect_url=/your-next-steps/]

Replace the XXXX with the ID of the tag you set in the tag goal.

That’s all you have to do in order to set this up. Now when a member completes the last lesson and marks it as complete, it will stop the reminder emails and advance them to the next step.

Next Steps Sequence

After someone finishes your course, this is the perfect time to congratulate them and share the next steps they can take to continue learning with you. A large percentage of them should be ready to ascend to the next offer that you have since they just finished all of your course.

This sequence has two emails included. One email congratulates them on completing the full course and invites get them to ascend to the next step that you have by checking out the next offer you’d like to send them. The second email requests a testimonial that you can use in your marketing or as a way to collect feedback on improving your course.

Simply publish the emails and delay timers, and you’re all set.

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.

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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