Wishlist Member for InfusionSoft Service – Review & Overview
April 13, 2017 0 Comments
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.
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:
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
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
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
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.
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.
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.
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
- Wishlist Auto Registration
- Wishlist Member for InfusionSoft – Product Page
- Wishlist Member for InfusionSoft – Knowledge Base
- Wishlist Member for InfusionSoft – Setup & Configuration Quote