Wishlist Member for InfusionSoft Service – Review & Overview

Wishlist Member for InfusionSoft Service - Review & Overview

Wishlist Member is one of the most powerful membership platforms with many external plugins and extensions that can even enhance the core functionality of Wishlist Member itself.

No membership platform is complete without a powerful integration with popular payment gateways, and although Wishlist Member integrates with multiple highly popular payment gateways, using an external service that was developed by Wishlist Products themselves can integrate Wishlist Member with InfusionSoft in the most complete and powerful way.

Using Wishlist Member for InfusionSoft service you can integrate Wishlist Member with a two-way communication with InfusionSoft.

As both platforms are very sophisticated with many features it would be inevitable to create such an integration.

Note that you can register to a FREE InfusionSoft demo account to check if this is the payment gateway you need.

Also, if you are thinking of purchasing InfusionSoft, make sure you check our special gift to you (a free license to one of our top Wishlist Member dedicated plugins. You can get all the information in this post: Thinking of Integrating Wishlist Member with InfusionSoft? Don’t Miss Our Gift!

The Regular Payment Gateway Integration Process

Before we dive into what Wishlist Member for InfusionSoft is doing lets go over the regular Wishlist Member integration with InfusionSoft or any other payment gateway.

The registration process:

When integrating Wishlist Member with a payment gateway, the customer’s flow is similar to the following steps:

  • Step #1 – Customer clicks on a purchase button
  • Step #2 – Customer is redirected to the payment gateway where he fills-in all the information in the payment gateway
  • Step #3 – Customer returns to the membership site and completes a Wishlist Member registration form

Only after completing those 3 steps the customer is registered to the membership site as a member.

The problems of the regular integration process:

Although this kind of a scenario is the most common integration with a payment gateway, this kind of a flow can create many problems.

  • Filling the information twice – One of the most obvious problems is that the member that had already filled all the information inside the payment gateway form needs to fill it again when he returns to the membership site (inside the Wishlist Member registration form).
  • Login required in order to upgrade the membership – Another issue that can arise is when an existing member purchases another product / level he needs to pay inside a payment gateway and then, instead of filling the registration form he needs to log-in with his own existing membership details in order to upgrade his membership.

Solving these problem in a simple way:

Wishlist Auto Registration plugin solves those 2 problems, but when using InfusionSoft, the Wishlist Member for InfusionSoft service is better.

Wishlist Member for InfusionSoft Overview

Although these are the main problems that can arise in the process, the big issue is that this kind of an integration is that it is in only one direction and not change that a member updates in the membership site will update also in the payment gateway.

Wishlist Member for InfusionSoft creates a two-way integration between InfusionSoft and Wishlist Member.

The plugin is constructed from 9 modules, each module adds its own aspect to the integration.

How Wishlist Member for InfusionSoft works:

When you first install Wishlist Member you need to connect it with InfusionSoft machine (that’s how InfusionSoft calls your InfusionSoft account).

the integration is done by filling-in a few details that allow Wishlist Member for InfusionSoft to interact with InfusionSoft API.

When the plugin is connected to InfusionSoft you can activate / deactivate anyone of these modules based on your specifications and requirements.

The simple goal of Wishlist Member for InfusionSoft is to allow your members to manage their own membership straight from your membership site without the need of you as a  site owner to manage the information from them.

For example: you can allow members to update their membership information: cancel / activate their subscription and much more.

Also, when you integrate Wishlist Member for InfusionSoft the right way you can segment your members using InfusionSoft tags and this kind of segmentation will allow you to send more customized emails to your members.

Because Wishlist Member for InfusionSoft is a two-direction integration you can use specific member information inside your InfusionSoft emails and by that, making your emails unique and targeted.

Wishlist Member for InfusionSoft modules:

Wishlist Member for InfusionSoft modules

Wishlist Member for InfusionSoft Modules

here is a quick overview of all the modules you will find inside Wishlist Member for InfusionSoft:

Webtracker – This module will add to your website the InfusionSoft tracing pixel. There are no settings to the Webtracker module, it sets this up for you automatically.

Tag Contact – Tag contacts using InfusionSoft tags

Wishlist Member for InfusionSoft - Tag Contact Module

Wishlist Member for InfusionSoft – Tag Contact Module

Subscription Update – As sound from the name, this module will allow the members to update the subscription from inside the membership site, saving you a lot of time doing it for them

Wishlist Member for InfusionSoft - Subscription Update Module

Wishlist Member for InfusionSoft – Subscription Update Module

Shortcodes – this module will add the member information to InfusionSoft account and will allow you to insert this information to the emails you send to the members

Wishlist Member for InfusionSoft - Shortcodes Module

Wishlist Member for InfusionSoft – Shortcodes Module

Record Login – Creates 2 custom fields in your InfusionSoft account: one for the date of the first login and one for the date of the most recent login.

Wishlist Member for InfusionSoft - Record Login Module

Wishlist Member for InfusionSoft – Record Login Module

InfusionSoft Login – Lets InfusionSoft control the username and password in their Username and Password fields in the contact record and also lets their email work as their username.

Wishlist Member for InfusionSoft - InfusionSoft Login Module

Wishlist Member for InfusionSoft – InfusionSoft Login Module

HTTP Post – create a specific URL that will add your members to a specific level/s. This URL will be used inside InfusionSoft campaign builder using the HTTP post block.

Wishlist Member for InfusionSoft - HTTP Post Module

Wishlist Member for InfusionSoft – HTTP Post Module

Credit Card Update – Allow members to update their credit card inside the membership area

You can find more information about Wishlist Member for InfusionSoft on their website.

Integrating Wishlist Member for InfusionSoft:

if you are not a techie person and you already have Wishlist Member for InfusionSoft account (and an InfusionSoft account) and you would like us to integrate the plugin for you, please contact us using this Request a Quote form

Relevant Links

About Bob Tolbert

User of Wishlist Member starting from the early versions, developed many membership websites for clients. My specialty is coding and special projects and tasks. I love wind surfing and long walks. Bob is also the development department manager at HappyPlugins.com | Plugins & Guides for eCommerce Websites

5 Responses to “Wishlist Member for InfusionSoft Service – Review & Overview”

  1. Quick question. Is it possible for Wishlist for Infusionsoft send the new customer/member their login details after they purchase automatically.

    Right now my membership is a 14 day auto trial tied to the product that they purchase
    Example: Purchase the Bodyweight for Fighters program and automatically get 14 day free membership.

    Once they purchase I would like Wishlist to automatically send them their login details (that they can change if they want) so that they do not miss the 14 day trial.

    Currently people are missing this, when I send them a link to the Registration page

    Thanks for your help
    Funk

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