How to Charge for Access to your Membership Site.

How to Charge for Access to your Membership Site. A resource to use when planning out and preparing your membership programs with the PilotPress Membership Plugin Tool

Part 1: Set it up Step 1: Plan Decide your pricing model Step 2: Set it up in OfficeAutopilot Customize your membership sequence Get your payment system set up Step 3: In WordPress Put your order form on your sales page Part 2: Get fancy Step 1: Customize your site Customize your thank you page Customize your cancellation page Customize your welcome page Customize your error page Step 2: Set up your billing/collections systems (optional) Customize your Membership: Decline sequence Customize your Membership: Success Sequence Customize your Membership: Decline Active Response Rule Customize your Membership: Success Active Response Rule Step 3: Set up your error pages as sales tools Step 4: Test Conclusion Appendix Now that you ve got your site up and running you can set up the systems required to charge for membership. (If you haven t set up your site yet, do that first. You can get the instruction doc here) Charging for memberships can create a great source of revenue, especially if you re charging a recurring membership fee. This guide will walk you, step-by-step, through the process of creating and tying together everything you ll need to charge for your memberships. It will even guide you through setting up your billing and collections systems. This guide teaches how to set this stuff up using OfficeAutopilot s payment processing features. If you have a third-party shopping cart, you ll need to adapt these instructions accordingly. Feel free to lean on our customer support for help or contact customer support for your third-party shopping cart. By the end of this training you ll have your membership(s) set up inside OfficeAutopilot as products, you ll have order form(s) created and posted onto your site to sell the memberships, sequences set up to follow up with members whose credit cards decline, and more. Selling memberships to your site involves planning out how you ll charge for your memberships, setting some things up within OfficeAutopilot, and other things within your

WordPress site. Let s jump right in with the planning phase. Part 1: Set it up To have the system for selling your memberships, you ll need to do a bit of setup in OfficeAutopilot and then come into WordPress and do a bit more. Part 1 is all about planning for how you ll charge for memberships, and then setting up the parts and pieces in OfficeAutopilot and WordPress. Step 1: Plan Decide your pricing model Answer the following questions: 1. Will you sell a single membership program or offer multiple programs? One way people do this is to offer several programs where each progressively higher program costs more and earns members more access. a. If multiple membership programs, how many? b. Will there be a free program to get people in the door? Yes or No? c. What will the membership programs be called? (ex. Silver, Gold, Platinum, etc.) 2. Will it be a one-time payment or recurring? 3. If it s a one-time payment, will you offer a payment plan? If recurring, how often will members be charged? Your options are daily, weekly, monthly, quarterly and yearly.

Step 2: Get your payment system set up There are a few things you ll need to have in place before you can charge for stuff, like getting a payment gateway in place, creating products and order forms. The next few steps will walk you through all of that. Adding a payment gateway You need a payment gateway to sell stuff online. If you don t have one, you ll need to get one and hook it up with your OfficeAutopilot account. If you don t already have a gateway, choose one from the list of those we integrate with. We recommend Authorize.net but you have choices. Note that if you ll be charging a recurring fee (like weekly, monthly, annually) or offering payment plans for your memberships, you may not use Paypal Basic, Paypal Website Payment Standard or Paypal Website Payment Pro as your payment gateway as it does not allow for subscription type products with OfficeAutopilot. Go here to see a list of the payment gateways we integrate with: http:// wiki.sendpepper.com/w/page/39124302/integrated-gateways Once you ve got your payment gateway set up, you ll need to link it up with your OfficeAutopilot account. Here s how: 1. Log into OfficeAutopilot. 2. Go to the Sales tab > Setup > Payment Gateways. 3. Select your gateway. 4. Make a note of the info we need to integrate with your gateway and open up a new browser tab or window. 5. Log into your payment gateway and grab the info needed. 6. Navigate back to OfficeAutopilot and input the info. 7. Click save. Create your memberships as products Before you can sell memberships to your site, you must first create each of your membership programs as a product within OfficeAutopilot.

Here s how: 1. Click the Sales tab inside OfficeAutopilot. 2. Click Products on the left. 3. Click New Product at the right. 4. Name your product what it is, using standard naming conventions: ex. Membership: Silver. This product name will appear on payment receipts. 5. Start at the top and fill out each detail, referencing the answers you came up with during the planning phase and making sure to choose yes it is a subscription product, and to indicate how much your members will be charged and how often. 6. Repeat this process, making a new product for each of your base membership levels (Math 101, Math 102, etc.) but not your incremental release levels (Math 101 Week 1, etc.). Create your Order Form(s) Now you ll need to create an order form for each the membership products you created in the last step. This is what people will fill out to buy their membership to your program. 1. Click the Sales tab > Forms > Order Forms > New Order Form. 2. Name your order form after what it sells using standard naming conventions: ex. Order Form: Membership: Silver. 3. Start at the top and fill out each detail. A couple of important items: a. Be sure to add the corresponding membership product to the form so that the form will actually sell that membership level when filled out. b. Run these rules if transaction is successful: i. Subscribe new customers to the respective Membership Drip Sequence for the membership level this form sells. 1. Click + Add Response. 2. Name your rule: Subscribe new members to Membership: Drip Release Sequence [Membership Level]. 3. Add a response: a. Click the + button in the What should happen? area. b. Choose Assign contact to sequence. c. Click [Sequence] and select the Membership: Drip Sequence that corresponds with the membership level that this order form sells. c. Set your thank you page to be the URL of the thank you page inside your membership site. If you don t have it handy, no worries, you can come back later and add it once you ve customized your thank you page. Step 3: In WordPress Now that you ve taken care of the items within OfficeAutopilot, it s time to go into your WordPress site, customize a few things and put a few other things into place.

Put your order form on your sales page Your WordPress site already has a page called Sales page. This is the page you ll be using to sell your membership program(s). In this step you ll open and edit the page, place the order form you created inside OfficeAutopilot to sell your membership program and add any content you d like to the page. 1. Log into WordPress. 2. Click Pages > choose the Sales page. 3. Customize the name of the page (ex. Sign up for the Silver program now! ). 4. Add the order form for the membership program this page will sell. a. Click on the Add OfficeAutopilot Media icon. It looks like this: b. Select the the correct order form and it will appear on the page. 5. Add whatever sales content you d like. Videos? Images? 6. Preview your page to be sure it looks good. 7. Click Publish. Part 2: Get fancy Now s when you ll go in and customize things a bit, and add some tricky systems for billing, collections, and more. Step 1: Customize your site Your site came with a number of sample pages that contain placeholder text to give you an idea of the purpose of each page. Now is when you ll go in and make each of these pages your own. Customize your thank you page This is the page your members end up on once they fill out your order form. It s a great place to thank them for their purchase and let them know that they ll receive their login information via email shortly. 1. Go into Pages > choose Thank You page. 2. Customize the name to your liking (ex. Thanks for your purchase! ). 3. Add/customize the content of the page to your liking. 4. Preview and publish the page. 5. If you didn t already add the URL of this page as the thank you page for your order form, you may want to do that now, otherwise your customers will end up on a generic, default thank you page when they buy.

Customize your cancellation page This is the page your members will go to in order to (god forbid) cancel their membership. 1. Go into Pages > Cancellation page. 1. Add your title. (ex. Bummer! We hate so see you go! ). 2. Add whatever copy you want. 3. Add a phone number and/or insert the Membership: Cancellation form using the Insert OfficeAutopilot Media icon. It looks like this: Customize your welcome page This is the first thing your members see when they log in and now s your chance to make it your own.you only need a welcome page if you offer multiple programs. If you offer only one program, then your program overview page can serve as your welcome page. 1. Go into Pages > choose Welcome page. 2. Title the page Welcome Members or something to that effect. 3. Add any welcome text that tells about your programs. 4. List all of the membership programs that you offer and link each title to its respective overview page. You should have created each of your program overview pages previously. If you have multiple membership programs, you will want to create a Welcome page and set your post login redirect to your welcome page so that your members will automatically be redirected to this page once they ve logged into the site. Here s how to do it: 1. Find the Settings area in your Wordpress dashboard. 2. Click on the Pilotpress link under the Settings area. 3. Under the Post Login Redirect Settings section, use the pull down menu next to the Customers Redirect To area and select your Welcome page. 4. Click the Save Changes button. Customize your error page This is what people will see when they try to access a page for which they lack sufficient membership privileges. Sometimes that s because they re nonmembers, other times it s because they re not logged in or that their membership level is too low. Now is when you ll customize this page. Here s how:

1. Go into Pages > choose Login or Upgrade Now page. 2. The text for this page should go something like: a. Whoops, looks like you don t have the proper permissions to access this page. If you are a logged in member, you don t seem to have the proper permission levels just yet. Either contact your site administrator (be sure to add contact info) or upgrade here (add a link to the page your sales page). b. If you are a member and you think you should have access to this page, it could be that you re not logged in yet. No worries, just fill out this form. i. Add the following shortcode and it will add a login form: [login_page] - Note: the form will only be visible to front end viewers and will appear to you in the backend merely as shortcode. Click Preview page to see it for yourself. c. If you are not yet a member, sign up for such-and-such program here (Add the link to your sales page). Step 2: Set up your billing/collections systems (optional) If you ll be charging a recurring subscription fee for your memberships, you ought to know that some of your members cards will be declined when we attempt to charge them. The following steps will walk you through setting up the system that will send these people emails alerting them of the declined charge attempt so they can log in and enter valid credit card details. This system will also make it so these people no longer continue to get access to subsequent content releases and will eventually revoke their access to the site altogether if they fail to pay for too long. Customize your Membership: Decline sequence This is the sequence that will alert your members that their credit card has declined, pause the release of further content, and eventually remove their membership for non-payment. Now is when you ll customize the sequence. 1. Click on the pencil icon next to the Membership Decline sequence within the Autopilot tab. 2. Click on rule #1 (the yellow step at the top of the stack) to edit it. If you re not releasing content in a time-released (drip) format, delete this rule. The function of this rule is to pause the membership drip sequence, making it so that these non-payers won t get subsequent content released to them. 3. Add a response i. Click the + button in the What should happen? part of the rule. ii. Choose Pause subscription to a sequence. iii. Click on [Sequence] and select Membership Drip Release. iv. If you have multiple membership programs, add a separate response that pauses the respective drip sequence for each of them. This will allow this one rule to pause subscriptions for all your different programs. v. Click Save Step. 4. Edit Email #1: This is the first email a member will receive when their credit card is

declined. It includes a link for them to update their card info. a. Provide members with a link to log in and instruct them to go into their customer center and update their credit card details. 5. Repeat for email #2 - #4: Note that email #4 is the final email your contact receives to prompt them to update their credit card information. If they do not update their credit card info within one day they will automatically have their membership revoked. Of course you can adjust the timing of the emails and rules to give more or less time before this happens. 6. Click to edit rule #2: This rule is what will remove your members access after four unsuccessful attempts to get them to update their credit card details. a. Add the first response (only for you if you re doing time-released (drip) content format): This is the part of the rule that unsubscribes them from the Membership Drip Release sequence. i. Click the + button in the What should happen? part of the rule. ii. Choose Remove contact from sequence. iii. Click on [Sequence] and choose Membership: Drip Release [name of program]. iv. If you have multiple programs, add additional responses that unsubscribe contacts from all your programs so that you can use this one sequence to handle all of your programs. b. Add the second response: This is the part of the rule that actually removes their membership. i. Click the + button in the What should happen? part of the rule. ii. Choose Remove access for contact to WordPress membership. iii. Click on [Sequence] and choose the appropriate membership levels you d like these non-payers to be removed from. If you have more than one, you should repeat for each membership level which will make it so that no matter what membership level they had, if they haven t paid yet, their access is removed. iv. Click Save Step. b. Click Save Sequence when you re all through. Customize your Membership: Success Sequence This sequence handles communication to users whose credit card declined at one point but who have successfully updated their card. This step is only for you if you re releasing your content in drip format. If you re not, skip this. 1. Click on the pencil icon next to the Membership Success sequence. 2. Click to edit rule: (the yellow step at the top). The function of this rule is to unpause the Membership Drip sequence, which will make it so that they will once again get subsequent content released to them. a. Change the name of this rule to reflect what membership program it s turning back on. So if it s unpausing your Silver program, change the name to Membership Success: Silver. b. Add a response i. Click the + button in the What should happen? part of the rule. ii. Choose Unpause subscription to a sequence. iii. Click on [Sequence] and choose the Membership Drip Release sequence for the membership program this sequence unpauses.

iv. Click Save Step. 1. Edit Email: This email alerts the contact that they have successfully updated their credit card information and they ll once again be getting content released to them. a. Edit to your heart s content. b. Be sure to include a link to the site. c. Click Save Step. 2. Click Save Sequence when you re all through. 3. Create a copy of this sequence for each of your membership programs. Then go in and change the rule step to un-pause the membership drip sequence for that particular membership level. Customize your Membership: Decline Active Response Rule This rule is what senses that your member s card has declined and subscribes them to the Membership: Declined sequence. 1. Inside of the Autopilot tab, click the Membership: Decline rule to open it. 2. Add conditions a. In the What are the Conditions? section of the rule... i. Leave the existing condition (Total $ Unpaid Transactions is Greater Than $0.00). b. Be sure the word And separates the first condition from the rest. c. Click the + button d. Choose Contact has access to [Wordpress Membership]. e. Click [Wordpress Membership]. f. Choose the first of your membership levels (just base level, like Math 101 or Math 102, not incremental levels like Math 101 Week 1.) g. Repeat, adding each of your other base membership levels as conditions. h. Be sure that the the membership levels are separated by or instead of And. So it should look something like this when you re through: i. Save Step. Customize your Membership: Success Active Response Rule This rule is what senses that your member has entered a valid credit card and subscribes them to the appropriate Membership: Success Sequence, which makes it so they get content released to them once again. 2. Inside of the Autopilot tab, click the Membership: Success rule to open it. 3. Change the name to reflect which membership level this rule will add them back to.

a. If you have multiple membership programs, you must create a separate rule for each. (Ex. Membership: Success: Gold) 2. Add conditions a. In the What are the Conditions? section of the rule, click the + button. b. Choose Contact has access to [Wordpress Membership]. c. Click [Wordpress Membership]. b. Choose the respective membership level (ex. Gold). Just select the base level, like Math 101 or Math 102, not incremental levels like Math 101 Week 1., etc.) 3. Change Response a. In the What should happen? section of the rule, you ll need to make sure it s set to assign contacts to the corresponding Membership success sequence. (In keeping with the example of Math 101, you d be sure it s set to subscribe them to the Membership:Success: Math 101 sequence. 4. Make a copy of this rule and repeat 1-4 for each corresponding base membership levels (Math 102, Math 103, etc.). Step 3: Set up your error pages as sales tools When someone tries to access a page they don t have access to, whether because they re non-members, or because they re a member with too low a membership level, you have a unique opportunity at that moment to sell them on the benefits of the membership level they re trying to access. Given this, it makes good sense to populate your error pages with compelling sales content about the membership level(s) that are higher than the one they ve got. Thing is...how can you know which level they have and thus serve up the right bit of sales copy about those membership levels that are higher than what they ve already got? Well, that s where show-if tags come in. By using these show-if tags on your error page, you can place sales copy for all of your membership levels, and then set show-if tags to make it so that the viewer isn t shown the copy pertaining to the membership level they already have...letting you advertise your higher-end memberships to just the right people. Here s how: 1. Click Pages > choose the Error page. 2. Type up the sales copy for each of your different membership levels, with a link to your sales page.

3. Use the guide to appropriate shortcode from the list below to customize when your content is shown. The Shortcodes currently available for use in PilotPress are as follows: Show Content Based on Membership Level [show_if has_one="many,levels"] content [/show_if] [show_if has_all="many,levels"] content [/show_if] [show_if not_one="many,levels"] content [/show_if] [show_if not_all="many,levels"] content [/show_if] Displays content only for members who are logged in and have ANY of the membership levels listed (separated by commas) Displays content only for members who are logged in and have ALL of the membership levels listed Displays content only for members who are logged in and do NOT have at least ONE of the membership levels listed Displays content only for members who are logged in and do NOT have ALL of the membership levels listed Show Content Based on Tags [show_if has_tag="tag"] content [/show_if] Displays content only for members who are logged in and have the tag indicated by "Tag" Show Content Based if Contact is Identified [show_if is_contact] content [/show_if] [show_if not_contact] content [/show_if] Displays content if visitor is an identified contact in your database Displays content if visitor is not an identified contact in your database

Step 4: Test Before you go sending real live customers through this process, test it to be sure it works as expected. All you ll do is start at the beginning of the process as though you were buying a membership to the program. If you have more than one, be sure to test the process for each. Here s how: 1. Fill out the order form. If you d like to avoid using your real credit card, you can use the dummy gateway and dummy credit card details. Here s how: a. Log into OfficeAutopilot. b. Go to the Sales tab. c. Click Setup on the left. d. Click on Payment Gateways. e. Select Dummy Gateway from the dropdown, give it any name, any nickname and click Save. f. Go in and change the gateway on your membership order forms to the dummy gateway. g. Fill out the order form to make a test purchase using the the fake credit card number "4111111111111111" (that s 15 of the number 1) and make up any value for CVC and exp date that is after today s date. h. Once you submit, it will process just like a normal order within OfficeAutopilot and you will see the transaction within the contact record for that contact. 2. You should receive the email which provides you your members-only login to the site. 3. Once inside, you should have access to programs and lessons that your membership level allows. Look around to be sure everything looks right. Do you have access to only the lessons you should for your membership? 4. To test that the credit card management functions are working as expected, go into the contact record for the test contact and change the amount inside of the Total $ Unpaid Transactions field to be any number above $0.0. 5. You should receive the email notifying you that your credit card declined, check to be sure you ve been removed from the membership drip sequence for that membership level. 6. Repeat for each of your membership levels. 7. Change the payment gateway back to your regular one on all your order forms after testing is complete. Conclusion Nice work! Now you ve got a full-out membership site that you can use to earn you more money. We encourage you to use the lead generation and follow up tools in OfficeAutopilot to help you sell your memberships. As always, if you have questions about anything or find

yourself stuck in any way, don t hesitate to give our customer service team a call, at 1-805- 568-1424 or shoot us an email at Support@OfficeAutopilot.com. Best of luck! Appendix Diagram of the Membership Program Overview