Integrating Optimize Member(OptimizePress)

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

Step 1:

In your PayKickstart dashboard via the app, click on Campaigns in the left-hand side-bar. You will be taken to the campaign section where you can choose the campaign you would like to integrate with. Once located, select the blue edit campaign button.

Step 2:

When you open up the campaign you’ve selected, scroll to the bottom section titled ‘Membership Integration’, and you’ll see a subheading labeled ‘Membership Service’.

Click the drop-down box for Membership Service and select ‘Optimize Member’ as your service to integrate.

Step 3: 

A new information box will pop up under your selected service asking for additional information. For Optimize Member, you’ll need Optimize Member URL and API Key.

To find your API Key, go to OptimizeMember > API / Scripting > Pro API For Remote Operations. From this section, you need to copy the secret API Key.

optimizemember

Once you’ve entered the correct information in your PayKickstart Campaign to integrate Optimize Member, press ‘Save to save the campaign level integration.

Step 4: 

You may now link and enable a product in that PayKickstart campaign to your Optimize Member site by selecting it from the Membership Integration options available while editing the products settings.

In the Product settings, select Step 3 (Integrations) to open up your integrations settings for the product.

 
 

 #1: Enable the membership integration option.

#2: (Optional) If you want to allow the customer to choose their own membership password at checkout, then enable this option. If you want to provide the customer with an auto-generated password, leave this option disabled.
IMPORTANT NOTE FOR PASSWORD FIELDSIf you are also offering an order bump or upsell product with a membership integration in the same funnel, the order bump or upsell purchase would use the chosen password set for the first product(Front end) purchase. AND, If the customer already exists in the Membership service, then CUSTOM PASSWORD functionality will not assign the customer a new password, but instead, provide the customer with their previous set password to access the membership.

#3: Select your Membership platform.

Step 5:

In section 3(integrations), enter the "Optimize Member level" which the product should be associated to.

The levels are indicated in Optimize Member here:

Step 5b(optional): Optionally you can add a "Package" if you would like.

Step 6:

Then map it in PayKickstart (Product Settings) and select save.

After selecting the membership and level/plan/course click save in the top right of the page to save the product settings.

After you save the integration settings for the product, the customer would 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 the customer’s subscription status in PayKickstart.

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