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.
Access the Configure > Integrations section in the left-hand sidebar of your PayKickstart dashboard.
Then, select the Memberships tab and choose the option to add a new Membership integration:
Select Optimizemember, and enter an Account Name used for your own reference within the account.
For Optimize Member, you’ll need your Optimize Member URL, API Key, and the Login URL.
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.
Login URL: The URL of the Membership Area Login page emailed to the customer along with their credentials.
Once you’ve entered the correct information in your PayKickstart account to integrate Optimize Member, press ‘Connect‘ to set up the integration.
In the ‘Campaign settings’ you wish to use the integration with, scroll down until you see the ‘Membership Integration’ option.
Make sure the Membership integration option is enabled, then save your Campaign:
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 product’s settings.
In the Product settings, select Step 3 (Integrations) to open up your integrations settings for the product.
#1: Enable the membership integration option and click the button to Add a new integration:
Select the Membership integration service and select the Level the product is related to, then confirm your choices by clicking on Add again.
You will now have a membership integration added, and if needed you can add another integration or level to the same product:
Entering the Optimize Member Level within the product’s settings
You will need to enter the “Optimize Member level” which the product should be associated to.
The levels are indicated in Optimize Member here:
Adding a Package(optional): Optionally you can add a “Package” if you would like.
#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 FIELDS: If 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.
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.