Spiffy for Keap and Infusionsoft: How to Use Spiffy to Sell Your Membership Program or Online Courses with Memberium

Keap is a much simpler version of Infusionsoft. One of the big features they took out is the ability to create and sell products online.

This means you’ll need a separate add-on to be able to sell any of your products online if you plan on using Keap. This is where the new, rebuilt version of Spiffy comes in to the rescue.

Spiffy has recently come out with a new update that allows you to use it as an e-commerce add-on to be able to sell any type of digital product or subscription product with Keap, Infusionsoft by Keap and ActiveCampaign.

Spiffy allows you to create great-looking order forms with Keap and Infusionsoft. It also allows you to add one-click upsells, gives you checkout performance analytics, the ability to see in-depth subscription stats, allows you to provide a private billing portal for your customers and much more.

Another big update with the new version of Spiffy is you can use the new version Spiffy with Infusionsoft to sell your own products, even if you don’t have the Ecommerce level of Infusionsoft.

This in-depth tutorial will show how you can use Spiffy, Memberium, and Keap to be able to sell an online course or membership site. This tutorial can also be followed if you’re using Infusionsoft by Keap.

An Overview of Spiffy

Spiffy has been a popular tool for improving the look and feel of Infusionsoft order forms for a long time. Now it works with Keap and has been completely rebuilt from the ground up.

The team at Spiffy has done a great job of rethinking the whole process of creating order forms and selling digital products online with Keap and Infusionsoft. You can send contact data and order info from Spiffy to Keap without the need for any type of third party software or add-on.

Here’s a quick look at the type of order form that you can easily create with Spiffy…

One of the best parts about Spiffy is its simplicity. It’s super easy to use and is really intuitive. Before we dive into the full tutorial here’s an example of what the back end editor looks like…

Here’s a look at some of the stats it gives you when selling subscription-based products (monthly recurring revenue, churn, active subscribers). These key metrics are really useful for anyone running a membership site.

You can also track your order form conversion rates, upsell performance stats and other advanced analytics related to your checkout forms.

Merchant Account Integration – Spiffy Works With Stripe

Currently Spiffy only works with Stripe. What that means is you’ll need to have a Stripe account to use Spiffy with Keap or Infusionsoft.

You can use Spiffy with Memberium and Keap or Infusionsoft in all the countries that Stripe supports. Connecting your Stripe account and Spiffy is very easy. You can check out Spiffy’s documentation on how to connect your Stripe account here.

Once Stripe and Spiffy are connected, you can follow this step by step guide to get started selling your course or membership site…

How to Connect Keap and Spiffy

1. 1. Login to your Spiffy account as an admin and click on the ‘Profile’ icon. Click the ‘Integrations’ option.
   2. Select ‘Keap’ from available integration options.
   3. Click the ‘Connect Keap’ button as shown in the below screenshot. Make sure you’re logged in to your Keap application in another tab at this point.
   4. On the next screen select the Keap application you want to connect Spiffy with from the dropdown and click the ‘Allow’ button to give Spiffy permission to interact with your Keap application.
   5. Once you authorize the connection you’ll be redirected to Spiffy. You will see a popup that confirms that both Spiffy and Keap are connected successfully. You can go ahead and close the popup

Now you’re set to create your Spiffy order forms. You can create order forms for one off products like an online course or recurring subscription product. You can also create one click upsell button for cross-selling relevant products.

How to Create Your Product and Spiffy Order Form

Login to your Spiffy account and click ‘Checkouts’ in the top menu

Click on ‘Create New Checkout’ button

Go ahead and enter the name for your checkout form

On the next screen, you’ll see the automatically generated link for your order form. If that link is unique you will see a Green check mark and message ‘URL is available’. Otherwise, you’ll see a message in Red color that reads ‘URL is not available’. You will need to double-click and edit the link to make it a unique URL for your form. Click the ‘Continue’ button to move forward.

At this point, you will select whether your product is one-time purchase product or a subscription product. Then click the ‘Continue’ button

Add the title and short description for your product and click ‘Continue’

If this is your subscription then you’d select your existing subscription from the dropdown or click on “+” to create a new subscription.

To create a new subscription, you’d fill in the name for your subscription plan, price and frequency then click the ‘Create’ button

If you want you can also add another subscription plan for the same product, for example, you can create a yearly subscription. Click the ‘Create new option’ link and repeat the same process. I have created a yearly plan for example. Then click the ‘Continue’ button.

If you’re creating a standard product meaning you intend to sell it for a one time fee you’ll see a slightly different screen. It’s simpler than creating a subscription product. You’ll simply add the title, description, and price of the product and click the ‘Continue’ button

Next, you will upload your product image and click the ‘Finish’ button

Spiffy will display a confirmation banner that your order form is successfully created. You can choose to display the default thank you page or you can show a different page after your customer purchases a product. Click ‘Edit Thank You Page’ option for setting up a different thank you page.

You’ll be redirected to the checkout form edit page, click on “Thank you” and then enable “Custom thank you page”.

Now you can add your thank you page URL

At this stage, you can go ahead and publish your checkout form and you can start selling but if you want you can also add One Click Upsell button. Navigate to ‘Flow’ option in the left sidebar

To and an upsell, click on ‘+’ button and then on ‘Upsell’.

You can now click on the middle of the page to edit this upsell.

From this page, you can add/edit the upsell related details. You can edit the headline, image, button text, etc from this page.

You can check out this official documentation on using Upsell for more details.

Once you’re done editing the details, don’t forget to click on “Save” button.

Here is how your form will appear to the end user.

How to Trigger Off your Keap Campaign

Step 1. Click the ‘Integrations’ option from the menu on the left

Step 2. Click the ‘Add Action’ button or ‘add one now’ link

Step 3. Select the ‘Purchase’ option

Step 4. Select ‘Keap’ integration

Step 5. Select ‘Add Tags’ option

If you want you can also directly add users to the specific campaign in Keap. For example, you can directly add users to the ‘Welcome’ campaign that we will show how to build in the next section in this article.

Step 6. Select your membership tag and then click the ‘Finish’ button

Step 7. Click the ‘Publish’ button

You’ll see your Purchase automation on listed on the screen. Once you click the Publish button you’ll see a confirmation message that your form is published successfully.

Setting up Your Keap Campaign

Here we’ll show you how to deliver access to your membership site (or online course) automatically via a new Keap campaign after someone purchases it through Spiffy.

Before you start building your Keap Campaign, you would want to create a password field in Keap. Keap doesn’t have a default password field added, unlike Infusionsoft for Keap.

You can check our documentation about how to add a new password field in Keap so you can add the password in the Welcome email you send to the user.

Once your password field is created, you can start building your campaign by following these steps…

• Go to ‘Campaigns’
• Click the ‘Build your own’ link in the upper right corner to create a new campaign
• Give your campaign a name and click the ‘Save’ button. You can also categorize your campaigns in different categories for organizing them.
• Now you need to select a goal to trigger a campaign. Drag and drop a tag goal into the canvas.
• To select which tag should trigger off the campaign double click on the tag goal and search for your existing tag
• Click the ‘Save’ button
• If you haven’t created your tag yet you would type in the name of your tag, select a category from the dropdown and click the ‘Apply Category button
• Click the ‘Save’ button to use your newly created tag as your tag goal
• Once your tag goal is in place you’d drag and drop a ‘Sequence’ in the canvas
• You need to connect the tag goal and the sequence. As shown in the below screenshot when you hover your cursor on the tag goal you will see an arrow, you will press the left click on your mouse and connect the two.
• It is also advisable to change the placeholder text to something more relevant. It will help you understand different pieces of your campaign when you will revisit that in the future. Double click the text and change it.
• Now you’re ready to create your welcome sequence. Double click on the sequence. In the sequence you can choose from different tools to perform actions. The most important tools for this sequence are Apply/Remove Tag, Send HTTP Post and Email
• Add ‘Send HTTP Post’ tool to the canvas and double click on it
• Add your ‘Password Generator HTTP Post’ in the POST URL field. Make sure you don’t change the Name / Value Pairs field. Memberium Password Generator HTTP Post will generate a password for the user.
• You will find your Password Generator HTTP Post in your WordPress site under ‘Memberium -> Settings -> HTTP Posts/Links’
• Every time you make any change to Keap campaign you need to click the ‘Draft’ toggle button in the top right corner so it turns into a Green ‘Ready’ button for the change to take effect.
• Add ‘Delay Timer’. Drag and drop the ‘Delay Timer’ icon.
• Set 1 minute delay for ‘Any Day’ at ‘Any Time’The reason for delaying the welcome email by 1 minute is sometimes Keap sends email without a password. Because the email goes out before the password is generated. To avoid this you can add a one minute delay before the welcome email.Remember to click the ‘Save’ button and shift the ‘Draft’ toggle to ‘Ready’ as mentioned earlier.
• Drag and drop the ‘Email’ icon from ‘Communications’ section
• Double click the ‘Untitled Email’ icon. You will see Infusionsoft’s prebuilt email template Gallery. You can choose any of the templates from the ‘Gallery’ as you see fit. If you have previously saved templates you can switch to ‘My Templates’ tab and use your own pre-saved template.
• To create a brand new email click the ‘Actions’ button in the top right corner and select ‘Create Blank Email’ option
• Here is how the blank email template looks like. You can click the ‘Pen’ symbol to edit Sender and Recipients email. Also, add your subject line for the email in the ‘Subject’ field. You will need to drag and drop the blocks into the Email body for designing your email. For simplicity, I will use the ‘Text’ block but you can also include other blocks as you see fit.
• Create your Welcome Email.As you can see in the below screenshot you can click the ‘Design’ block to choose the font style, font size and font color for Heading as well as Body of the email. For the Email field select the Email option from the dropdown which is default setting.The most important part is, you can add personalized details like First Name of the user and login details using Keap merge fields.

  

• To insert personalized details using merge fields, you can click the ‘Merge’ button that appears when you click in the body of the email. Merge fields for first name and email are under ‘Contact Fields (most common)’ option. The password merge field is under ‘Contact Fields (additional)’ option.
• In below example screenshot you’ll click on the ‘Password’ option to include the password merge field into your email.
• Before you finalize the template you click the ‘Actions’ button and use the ‘Preview’ option to preview your email. After you will switch the ‘Draft’ toggle to save the email as ‘Ready’.
• Here is a preview of the welcome email. In the below example the Password field is empty as I am seeing the preview as an admin user.

How to automatically cut off a members access when their monthly or yearly payment fails

Spiffy makes it really easy to deal with failed payments.

When a failed payment happens Spiffy will email the member automatically asking them to update a new credit card on file. Ot will also attempt to rebill the failed payment through Stripe automatically once the new card has been added.
To cut off their access automatically to your Memberium site after a failed payment, there’s a few settings you’ll need to set up.

Likewise, after a successful payment is made, you’ll want to automatically restore their access.

Here we’ll show you how to set these up with Spiffy and Keap…

Having this setup makes it really easy to resolve failed payment issues automatically. You won’t need to deal with these issues yourself or need to have your customer support team deal with these unnecessarily.

With Spiffy’s billing automation settings, you can trigger specific automations in Keap after a subscription payment fails, when a credit card on file has expired / or is about to expire, when subscription is cancelled and for few other different scenarios.

Here is a screenshot of all the available ‘Billing Automations’ you can create with Keap and Spiffy…

Now, we’ll show you step by step how to cut off a members access automatically when their payment fails for their subscription. We’ll also show how to restore their access after they make a successful payment.

Here’s how to do this…

Stage 1: Setup your ‘Billing Automation’ in Spiffy

1. Go to Profile > Automation’
2. Click the ‘Add Action’ button
3. Select ‘Payment Failed’ option
4. Select ‘Keap’ Integration
5. Select ‘Add Tags’ option
6. Select a tag that you want to assign to the user when they failed to pay for their subscription. Then click the ‘Finish’ button.This will be a global tag that will be applied to the users whenever they will fail to pay. You will need to create this tag in Keap beforehand. You haven’t already created one you can create a new tag in Keap namely ‘Subscription Payment Failed’.
7. Next, you will go ahead and click the ‘Save Automations’ button

Stage 2: Setup and Trigger a Campaign in Keap to Cut Off Their Membership Access Automatically

To use a Tag goal as a trigger to fire off the Payment Failure sequence follow below steps

1. Drag and drop the ‘Tag Goal’ icon into the Canvas
2. Double click on the ‘Tag Goal’ and select your payment failure tag from the list. Then click the ‘Save’ button.
3. Add the ‘Sequence’ icon to the Canvas.
4. Add another ‘Sequence’ icon to the canvasIt’s a good idea to rename the Tag goal and Sequences for future reference.You will not add anything in the Blank Sequence. The reason to add a blank sequence is that when you will connect the 2 sequences with the tag goal a ‘Decision Diamond’ will appear. In Keap you can add a conditional rule with Decision Diamond.
5. Connect the two sequences with the tag goal. You’ll see the decision diamond between the goal and the sequences
6. Double click on the decision diamond icon.You’ll see options to create rules for both the sequences. For our use case, you will set the rule only for the ‘Remove Membership Access’ to determine when you want to fire off that sequence.If you offer more than one membership programs, instead of a blank sequence you can add a sequence similar to ‘Remove Membership Access’ and setup rule to fire off one of the sequences based on their membership tag.

   

7. Click the ‘Please select…’ link to setup the conditions.
   Every time you click the link you’ll see a dropdown list to select the condition for your ruleSelect 3 conditions…
   • Contact’s
   • Tags
   • Contains

   Which means when a user contains a particular tag you want this sequence to fire off

8. Select your membership tag to specify the condition for the rule. Then go back to the main campaign by clicking the name of the campaign as shown in below screenshot.

How to Setup your ‘Remove Membership Access’ sequence

You’ve successfully setup rules to trigger your sequence that will remove users membership access. Next, follow the below steps to setup a sequence to cut off members access.

1. Double click on the ‘Remove Membership Access’ sequence
2. Once you’re in the sequence, add an ‘Apply/Remove Tag’ icon
3. Double click the tag icon, select a radio button for ‘Apply’ option. Then select the PAYF tag for your membership tag.Please note, your payment failure tag is exactly the same as your membership tag with a PAYF suffix. For example, if your membership tag is ‘Fit at Fifty membership’ tag, your payment failure tag will be ‘Fit at Fifty membershipPAYF’.Once you’ll assign PAYF tag users membership access will be cut off.

   Next, click the ‘Save’ button.

   

4. Remember to click the toggle button in the upper right corner to make the campaign ready. Then you can go back to the main campaign
5. Double click the ‘Blank Sequence’ and click the Ready button just like above and your campaign will be ready to be publishedOnce you do that both the sequences will turn Green, meaning all the changes in the sequences are saved and active.
6. The last step is to publish the campaign. Click the ‘Publish’ button in the upper right corner.

How to Restore Members Access Automatically After They Successfully Make Payment For the Subscription

Your members can update their payment details through the emails that Spiffy sends out or through the [memb_spiffy_login] shortcode Memberium provides. Either way, a member will need to update their payment details so Spiffy can collect the past due invoice amount.

Once users make successful payment for their subscription you will restore their access. To automatically restore members access after successful payment you will follow almost the same procedure with minor changes how you setup Billing Automation in Spiffy and campaign in Keap.

1. Go to ‘Profile > Automation’
2. Click the ‘Add Action’ button
3. Select the ‘Subscription Payment’ option
4. Select ‘Keap’ Integration
5. Select ‘Add Tags’ option
6. Select a tag that you want to assign to the user every time they make a successful payment for their subscription.If you don’t have a specific tag already created you can create a new tag in Keap namely ‘Subscription Payment Successful’.Then click the ‘Finish’ button.

Stage 2: Setup and Trigger a Campaign in Keap to Restore Their Membership Access Automatically

To use a Tag goal as a trigger to fire off the Restore Access sequence follow below steps

1. Drag and drop the ‘Tag Goal’ icon into the Canvas
2. Double click on the ‘Tag Goal’ and select your payment successful tag from the list. Then click the ‘Save’ button.
3. Add the ‘Sequence’ icon to the Canvas.
4. Add another ‘Sequence’ icon to the canvasRename the Tag goal and Sequences for future reference.
5. Connect the two sequences with the tag goal. The decision diamond will appear between the goal and the sequences
6. Double click on the decision diamond iconSet the rule for the ‘Restore Membership Access’ to determine when you want to fire off that sequence.
7. Click the ‘Please select…’ link to setup the conditions.Every time you click the link you’ll see a dropdown list to select the condition for your rule

   Select 3 conditions…

   • Contact’s
   • Tags
   • Contains

   Which means when a user contains a particular tag you want this sequence to fire off

8. Select your membership PAYF tag to specify the condition for the rule. Then go back to the main campaign by clicking the name of the campaign as shown in below screenshot

How to Setup your ‘Restore Membership Access’ sequence

You’ve successfully setup rules to trigger your restore access sequence that will restore users membership access. Next, follow the below steps to setup a sequence to restore members access.

1. Double click on the ‘Restore Membership Access’ sequence
2. Once you’re in the sequence, add an ‘Apply/Remove Tag’ icon
3. Double click the tag icon, select a radio button for ‘Remove’ option. Then select the PAYF tag for your membership tag.Once you’ll remove PAYF tag users membership access will be restored.Next, click the ‘Save’ button.
4. Remember to click the toggle button in the upper right corner to make the campaign ready. Then you can go back to the main campaign
5. Double click the ‘Blank Sequence’ and click the Ready button just like above and your campaign will be ready to be publishedOnce you do that both the sequences will turn Green, meaning all the changes in the sequences are saved and active.
6. The last step is to publish the campaign. Click the ‘Publish’ button in the upper right corner.

How to Test Your Spiffy Order Form and Make Sure Everything Works

There currently isn’t a way to run test transactions through Spiffy. The current recommended way to test, is run a low price test transaction using a live card.

To do this, you can temporarily change the price of your Spiffy product to be $1.00 or less, then test with a live credit card to make sure your automation and follow up is set up correctly.

Be sure to NOT use an email address that’s used by an admin user inside of your WordPress site when testing.

Conclusion

Spiffy is a really powerful and easy to use e-commerce tool for Keap and Infusionsoft by Keap. It’s really easy to use and has a ton of other awesome ecommerce features that we didn’t cover here.

To learn more about Spiffy and how it works with Keap you can check out their site here…

We hope you’ll find this article useful and good luck selling!

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