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Plugin Description
PilotPress is a WordPress plug-in that brings the power of ONTRAPORT to the WordPress platform, specifically:
- Create an Affiliate Network with customized login and reporting
- A Customer Center for handling purchases and subscriptions
- Insert ONTRAPORT Forms (such as SmartForms and OrderForms)
- Create a Membership Site with Access Levels and Protected Content
Create Website Subscriber users for Contacts
Create Signup Forms that create Contacts / Website Subscribers
Show / Hide Pages based on Membership Level
- Track Page Views within ONTRAPORT
- Merge Fields for logged-in users
Please note that an ONTRAPORT paid account is required for this plugin to function. Data from your WordPress installation will be sent through our API hosted on api.ontraport.com.
Using your WordPress site as a Membership Site (aka Protecting and revealing content)
Below are instructions on how to protect content in your membership site. There are two ways to do this:
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First, you can drip content out over time (in a week-by-week type format).
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Second, you can choose to reveal more content based on your customers’ membership levels like Silver, Gold, and Platinum etc. You will first need to have either added the Pilotpress plugin to your existing WordPress site or have started a new WordPress site within ONTRAPORT. Watch the ‘Protect and Release Content’ video to learn how to do both.
Setting the Minimum Membership Level to view a page or post on your WordPress site
Once you have created your membership levels (which you did during the WordPress site creation or when you added the plugin to your existing site), you will notice that those membership levels also appeared in the right-hand margin of your WordPress posts / pages under “PilotPress Options.” These options are used to limit access to the specified page or post. This is where you will set a minimum membership level to view the page or post. Check off the levels that you want, check the ‘Show in Navigation’ box if you want this page title to appear in your navigation menu, and finally set your ‘On Error’ redirect. The ‘On Error’ redirect is that page that your users will be sent to in the case that they don’t have the proper membership levels.
For time release posts or pages, you will set the minimum membership needed to view the post off to the right, and then create a sequence right within ONTRAPORT that members will be automatically subscribed to when they sign up for your site. As they move along on the sequence, say from week 1, to week 2, their membership level will change accordingly and they will be able to view the next week’s content.
Setting up your system to release new content
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Go into the Admin menu, then into “WordPress Integration”. (Make sure you’ve created membership levels for your website. If you haven’t, do that first).
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Next, go to the Admin menu once again and click on “Product and Order Forms” to set up a new product if you haven’t done so already.
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The product, in this case, is the membership to your membership site. If you were selling a silver, gold, and platinum membership to your site, each of those would be its own separate product, and, each should have its own order form. If on the other hand, you’re selling only one level of membership, you would only need to create one product. Note that if certain membership levels are free, or membership to the entire site is free, then you would simply set up a smartform for people to fill out to become members rather than an order form. You should also note that when you’re creating your membership level products, you must indicate that the product is a digital product, set the product as a subscription, and set a subscription price and time.
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Then, when you create your order form, you will set it so the order form itself subscribes your contacts to the sequence that will first send them a welcome email containing their login info, and which will also control their membership levels (if there are any). For example, moving them along from week to week, or month to month, etc.
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For now, title the sequence something like “membership progression sequence” if you’re planning to have this be a week-by-week content, or simply “membership login info”, if you’re going with the silver, gold, platinum format or simply a one membership level format. Set this sequence to be a ‘step’ sequence. You will go back and actually flesh out the steps of the sequence afterward in the autopilot tab.
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Create an Order Form that has an Active Response Rule which makes new members to your site
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Now, you will make a new active response rule that is located on an order form and it will actually turn this new contact into a member of your membership site, once they submit the order form. If you’re unclear of what an active response rule is, please watch the video on active response rules.
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- First, give the active response rule a title. An example would be, “Make a new Member to my Membership Site.
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- Next, under “What Should Happen”, select “Change Field to Value”.
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- Then, set [field] to “membership level” and set [value] to the desired membership level. (Example “week 1” for time release content).
- Create the membership Sequence to welcome client AND to deliver their login info:
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Now it’s time to go into the autopilot tab and flesh out your “Membership Progression Sequence”, so it will deliver your new customers’ login info and move them along from week 1, to week 2, etc.
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- First, you will locate the step sequence you started (when you created your order form).
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- Next, you will set up an email step that goes out on a 15 minute delay (the system needs time to generate the membership site username and password) and thanks the new customer for joining and sends them their username and password.
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Merge the the login info into the very first email
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- Insert their username as a merge field and insert their password as a merge field as well. Important Note: The ‘User Name’ and ‘password merge field’ is site- specific, so, find the website in question, then the select the “password” merge field underneath that specific site. Also in this email, you would welcome them and remember to send them the link to the login page. Another Important Note Regarding the Password: The password merge field is unique and can only be sent once. In order to retrieve a password after this, a contact will have to retrieve their password from their login page, using the “forgot your password” link, or you can manually reset a contact’s password in their contact record under “website subscribers”.
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Add Rule Steps to the “Membership Progression Sequence”
If you are creating sequential content, as opposed to just the silver, gold, platinum type format, you will need to create rule steps that change your customers’ membership levels forward, from say, week to week, as the weeks go by.
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- To do this, set a rule step to fire 7 days after that first email step. For example, add a rule to the sequence which moves them on to week 2, by changing their ‘membership level’ from week one, to week two.
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- For this rule, you would set the “What Should Happen” section to “Change Field to Value” and then select the “Membership Level” field as the one to have changed. Then, set it to change to the next specific level of membership, in this case, we’d set it to ‘Week 2’. It would be the same moving forward to week 3, etc.
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- Next , you could create an email step to fire immediately after the rule step to notify your contact that they are able to login and access week 2’s content, you may repeat this as many time as you wish. And, you don’t have to do it all at once. You might add the first three weeks to start, then add a week or twos worth of additional content at a time later on. The process is the same either way.
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Note: Be sure to save each step as you go and then save your sequence when you’re all through.
Showing/Hiding Sections of Content on a Page
That’s right, you can not only show or hide pages based on membership levels, but you can show or hide a portion of a page based on a few different criteria. PilotPress comes with the ability to reveal content using Shortcodes. These nifty little tags can be placed around blocks of text, forms, etc to allow you to personalize the content of the page based on membership level, tags or even if the contact is currently being tracked by ONTRAPORT. We realize that this is a bit cumbersome…and, given our commitment to giving you an awesome membership site with “no code to mess with, no-how”, will have this feature usable right within the User Interface in a future PilotPress update, but it does work for now.
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]
Displays content only for members who are logged in and have ANY of the membership levels listed (separated by commas)
[show_if has_all=”Many,levels”] content [/show_if]
Displays content only for members who are logged in and have ALL of the membership levels listed
[show_if not_one=”Many,levels”] content [/show_if]
Displays content only for members who are logged in and do NOT have at least ONE of the membership levels listed
[show_if not_any=”Many,levels”] content [/show_if]
Displays content for members who are logged in and are missing any of the memberships 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]
Displays content if visitor is an identified contact in your database
[show_if not_contact] content [/show_if]
Displays content if visitor is not an identified contact in your database
[show_if is_cookied_contact] content [/show_if]
Displays content if visitor has been identified as a contact through a previous login , or ONTRAPORT defined action (email click , form fillout , etc)
[show_if not_cookied_contact] content [/show_if]
Displays content if visitor has not been identified as a contact through a previous login , or ONTRAPORT defined action (email click , form fillout , etc)
[pilotpress_sync_contact]
Allows you to re-sync a logged-in user with ONTRAPORT without having the user log in and out again. Runs only when the page first loads.
Creating the Sign-Up Page
This is where your prospects/clients purchase their membership. It’s the page that any sales emails, sales letters, and sales videos would point to.
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First, go back to your WordPress account and click on “Pages”, then click on “Add New”.
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Give it an appropriate title and write out your content in the text prompt. You might have a sales letter or a sales video.
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Once you have added your sales content to the page, you’ll insert the order form your prospects will fill out in order to convert themselves into customers.
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You will achieve this by clicking the “ONTRAPORT” or “Add Media” button. (If you haven’t already created the order form or forms for your membership site, you need to now, before moving on).
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Next, you will simply select the order form you created earlier and paste it on the page. If you’re offering multiple levels, like, silver, gold, and platinum, you may want to create separate pages for each that contains the respective order forms. This will give the pages a cleaner look (just link to the order page for each membership level from the main page).
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Finish editing the page, proof it, and click on “Publish” (in the right-hand margin).
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Next, click on “View Page” up at the top center to preview your page.
Once filled out, this form will take the customer to the “Thank-you” page which you set when you created the form. This most likely would be a page that thanks them, and tells them to go check their email for their login info and provides a link to the sign-in page.
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When you’re all through creating your signup page, click “Publish”. Now you will see that this page is available on your home menu.
Adding Forms within WordPress
The WordPress integration allows you to add ONTRAPORT Smartforms, Order Forms, Affiliate Signup Forms, and Upsell forms to your WordPress pages.
To achieve this, you will first need to have added the PilotPress plugin to your existing WordPress site, or have started a new WordPress site within ONTRAPORT.
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Log into your WordPress account.
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When adding a new post or page, you will notice that there is a new icon for “Add ONTRAPORT Form”.
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Click on the icon.
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Once clicked, this will bring up all the Smartforms, Order Forms, Affiliate Signup Forms, and Upsell Forms that you have created in ONTRAPORT.
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When you select one, it will grab the code and insert the form right onto your page in the location where the cursor is. If you know some HTML, you can edit the way the form looks here using HTML mode. Otherwise, you’ll need to edit the form from within the form editor in ONTRAPORT
Screenshots
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