If you have legal documents that you need your members or clients to sign, one way to accomplish this is WPesignature by approve.me. This is a premium plugin that enables you to collect legally binding signatures via your WordPress site.
Keap Integration: Add Tag when Signed
If you’re using WPESignature for all of your members, you may want to trigger actions in Keap once the document is signed. This way you can advance an onboarding campaign, unlock additional content, or have someone on your team process the signed document.
Memberium’s integration with WPESignature allows you to do just that.
On the “Add New Document” page, you’ll see a box on the top right that lets you select from a list of your Keap tags. The selected tag will be applied to the Keap contact record of any signer of said document.
Additional Information
The integration itself is extremely straightforward.
There are additional addons to WPESignature you can enable to unlock more functionality. Most of these modules are compatible with Memberium and you shouldn’t experience any issues.
Business Tech Ninjas, a Memberium Certified Partner, has an extensive background in implement this plugin on various sites. If you’re looking for someone to assist in implementing this plugin, check them out.
