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Integrations

Integrating Optimize Member(OptimizePress)

Written By Angela L

Last updated 8 months ago

This tutorial will guide you through the process of integrating Optimize Member membership services with your campaign and products to easily create customer membership accounts after purchase.

In your PayKickstart account, go to Configure → Integrations.


First, you’ll need to integrate on your main integration page.

Inside the Integrations menu, make sure to click on the Available tab.

Then find the Membership category in the filter, and scroll down to locate OptimizePress.

You can also search for OptimizePress directly within the Search field:

Enable OptimizePress by clicking the toggle switch.

For OptimizePress, you will need a URL, API Key, and the Login URL.
To find this info, do the following:

Once this information has been entered, Select Connect

After connecting your account, you must set up a Trigger to tell PayKickstart when to send customer information to OptimizePress.

In the PayKickstart dashboard, go to Configure and select Triggers →

https://app.paykickstart.com/vendor/configure/triggers

Click the + New Trigger button to create a new rule.

Configure the Trigger settings as follows:

  • Status:
    First, toggle the switch at the top to make the trigger ACTIVE.

  • Trigger Name:
    Give your trigger a descriptive name so you can easily identify it later
    (e.g., "Product 1 - New Sale to OptimizePress").
     

Select Event(s):
Choose the event that will fire this trigger.
For adding new customers, New sale is the most common choice.

Please Note:

Available event options will show clearly only after saving your first trigger.

We recommend choosing the New Sale event when setting up the integration for the first time as it would trigger with any new transaction that is created for the product.

For OptimizePress, the currently available and supported events are:

  • New Sale - triggers when a new transaction is created for the product

  • New Trial - triggers when a new trial is started for the product

  • Refund - triggers when a refund is issued to the customer, for the specific product

  • Subscription Cancellation - triggers when a Subscription is cancelled, for the product

  • Pending Cancellation - triggers when choosing to cancel the subscription at the end of the billing period, instead of immediately

  • Cart Abandonment - triggers 15 minutes after the checkout page has been abandoned

  • Subscription Changed - triggers whenever the subscription’s plan has been changed to a different one

IF Condition (The Rule):

This defines the variable that must be included for the trigger to run.

Important: The IF condition must be set to a Product, for the integration to function.

Best Practice Use Case:
We recommend creating a separate trigger for each product.
This makes it easier to manage and troubleshoot specific product integrations if needed, rather than having 1 trigger where all products are selected.

THEN Action (The Result):

This defines what will happen when the IF condition is met.

  • Set the THEN action to: add customer to a membership.

  • Service: Select OptimizePress from the dropdown.

  • Account: Choose the OptimizePress account you connected in your Integrations section.

  • Select a Level: the membership level where customers will be added to.

Once you have configured the rule, click the Update Trigger button to save your automation.

After you save the integration settings for the product, the customer will receive login access to the membership platform after purchase.

If the purchase is related to a subscription, access to the membership would be controlled automatically by the customer’s subscription status in PayKickstart.

Still need help? Ask the team