Available with WishList Member Pro and Elite plans, the Campaign Refinery integration lets you set up automations based on member behavior.

You can also apply or remove tags from a member in Campaign Refinery. This can be triggered by various actions, such as member being added to, removed from, or cancelling a level in WishList Member.

These automations help you segment your email audience for more targeted and effective email communications and marketing campaigns.

Read on for additional details including screenshots and examples.

Enabling the Campaign Refinery Integration with WishList Member

Select and enable the Campaign Refinery from your WordPress dashboard by navigating to WishList Member > Setup > Integrations > Email Providers.

Click on the toggle next to Campaign Refinery to enable the integration.

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A Settings tab will appear and the API Status will show as Not Configured. This is because WishList Member and Campaign Refinery need to be connected using the API Key from Campaign Refinery. The connection process is quick (more details below).

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Connecting Campaign Refinery with WishList Member

Click the blue Configure button. A Campaign Refinery Configuration popup will appear.

You will need your Campaign Refinery API Key to connect with WishList Member.

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To find the API Key, log into Campaign Refinery's website and go to Settings > API.

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Copy the API key, navigate back to the Campaign Refinery Configuration popup in WishList Member, and paste it into the API Key field.
Click Save & Close.

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Now you will notice that the API Status in the Settings tab has changed to Connected. The Tags tab will also appear.

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WishList Member and Campaign Refinery are now connected and the integration process can continue.

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Integrating Campaign Refinery Tags with WishList Member

From your Campaign Refinery account, you can create tags to segment your contact lists.

The WishList Member integration lets you create automations to apply and remove these tags when triggered by certain actions in WishList Member.

For example, when a member is added to / removed from / cancelled from a membership level in WishList Member, this triggers an automation to apply or remove tags in Campaign Refinery.

1. Creating Tags in Campaign Refinery

Go to your Campaign Refinery account, and navigate to Contacts > Tags to view any existing tags and create new ones.

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2. Setting Up Automations in WishList Member

Now head back to your WordPress dashboard > WishList Member > Setup > Integrations > Email Providers > Campaign Refinery and click on the Tags tab.

Select a membership level from your list to create tag automatons. In this example, we are editing the Gold membership level.

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In the Editing Campaign Refinery Tags for [Level Name] popup that appears, you can see a number of tabs based on Membership Level actions: Added, Removed, Cancelled, Uncancelled, Expired, and Unexpired.

Under each tab, you have the option to Apply or Remove tags based on each action.

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In this example, we are creating an automation to Apply a Campaign Refinery tag to members when they are Added.

To do this, click on the Select tags dropdown member, and choose from the tags you created in the connected Campaign Refinery account.

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One or multiple tags can be set to be applied or removed from contacts in Campaign Refinery based on the automations created.

In this example, the tag named Active will be applied to contacts and the tag named CR-Tag1 will be removed from contacts when they are Added to the Gold level.

Click the Save button to complete automation setup.

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Now, any members who get added to the Gold level or register for the Gold level will get the Active tag applied and the CR-Tag1 tag removed from their contact record in Campaign Refinery.

This screenshot example shows a member named Jane Tester who has been added to the Gold level in WishList Member. Based on the settings mentioned above, that member will have the Active tag applied to their contact record and the CR-Tag1 tag removed from their contact record in Campaign Refinery.

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To review tags applied to a member, go to your Campaign Refinery account, head to Contacts and click the email address.

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As you can see below, the Active tag has been applied to the member and the CR-Tag1 tag doesn't appear because it was removed from the member when they joined the Gold level.

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Automation Based on Membership Level Actions

There are six actions that can trigger an automation between WishList Member and Campaign Refinery.

Added: When a member joins a membership level or is added to a membership level.

Removed: When a member is removed from a membership level. Members can be removed from a level via admin, level actions, sequential upgrades, and LMS Integrations Actions (eg. via the LearnDash integration)

Cancelled: When a member stops or cancels payments to their membership level and no longer have access to protected content.

Uncancelled: When a member rejoins a membership level after cancelling, or after a successful rebilling payment after having been cancelled.

Expired: When a member's membership has expired after a trial or one-time payment.

Unexpired: When a member rejoins a level by renewing membership after expiration.

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For each of these actions you can apply and/or remove tags in Campaign Refinery.

This allows you to segment your contact list and communicate with them more effectively. For example, you can target cancelled membership subscribers with messaging about new features they're missing out on, or target lower level members with reasons to upgrade. There are countless more opportunities to create special segments with WishList Member with Campaign Refinery.

More details on installing arpReach on your site can be found here.

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Integrate WishList Member with arpReach

You've got arpReach installed on your site and you're ready to go. You can now set specific automation to occur based on rules you set up.

This can include adding members to a new autoresponder list in arpReach when they join a new membership level. Or removing members from an autoresponder list if their membership level gets cancelled. Options like these allow you to provide a more streamlined and custom experience for your members.

These are just a few examples of what you can accomplish using this integration. More details are explained below (including a Tutorial Video).

Enable arpReach Integration

First, you can select and enable the arpReach option in the Setup > Integrations > Email Providers section of WishList Member.

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If you have installed arpReach on your site, the Mailing Lists tab will appear and a list of all the Membership Levels are displayed.

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You can now set members to be automatically added to autoresponders or removed from autoresponders in arpReach based on the following actions in WishList Member:

• Added to a Level
• Removed from a Level
• Cancelled from a Level
• Uncancelled from a Level

All the details are provided in the Tutorial Video below.

The video also walks through the Next Steps in the process of adding members to autoresponders in arpReach based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, and Uncancelled from a Level.

Video Tutorial

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

arpReach Autoresponder Lists

You can set if Members should be Added to an Autoresponder List or Removed from an Autoresponder List if any of the following happens:

When Added: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to an Autoresponder List or Removed from an Autoresponder List when they are Uncancelled from a Membership Level.

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You can use the WishList Member integration with arpReach to set specific automation to occur based on rules you set up.

This can include adding Members to a new List when they join a new Membership Level. Or removing them from a List if they cancel their access. Options like these allow you to provide a more streamlined experience for your members. These are just a few examples. More details are explained below (including a Tutorial Video).

Enable Interspire Email Marketer Integration

First, you can select and enable the Interspire Email Marketer option in the Setup > Integrations > Email Providers section of WishList Member.

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The Settings tab will appear and the blue Configure button can be used to create the connection between WishList Member and Interspire Email Marketer.

Once you click the blue Configure button, the Interspire Email Marketer Configuration popup will appear. It contains two sections, each with it's own short list of instructions to set up the connection. Clicking either link will display the corresponding list of instructions.

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You can click the “Enable the XML API in Interspire Email Marketer” link to view the instructions on copying and pasting the XML information to create the connection.

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Based on those instructions, you will see the option to enable the XML API and copy the XML Path, XML Username and XML Token in the Users & Groups > View User Accounts > *Click the Edit option for a User Account* > Advanced User Settings section of Interspire Email Marketer.

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Further down the Email Marketer Configuration popup, you can also click the “Assign the Custom Field IDs for the First Name and Last Name” link to view the instructions on copying and pasting the First Name Custom Field ID and Last Name Custom Field ID.

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Based on those instructions, you will see the option to copy the First Name Custom Field ID and Last Name Custom Field ID in the Contact Lists > View Custom Fields > *Click the Edit option for the Custom Field* section of Interspire Email Marketer.

You can copy the number of the ID parameter at the end of the URL displayed in the address bar of the browser.

URL Example:
http://www.yourdomain.com/[path/to/IEM]/admin/index.php?Page=CustomFields&Action=Edit&id=2

(The number 2 is the ID parameter in this example)

The process can be done for the First Name and Last Name custom field. The example screenshot below shows the ID number at the end of the URL when viewing the First Name Custom Field in Interspire Email Marketer.

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You can enter the XML information and Custom Field information into the corresponding fields and then click the Save button. This will create the connection between WishList Member and Interspire Email Marketer.

The screenshot below shows the fields filled in with the correct information based on the instructions.

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The process of connecting WishList Member and Interspire Email Marketer using the XML Path, XML Username and XML Token and First Name and Last Name Custom Fields is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Lists in Interspire Email Marketer based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, and Uncancelled from a Level.

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Video Tutorial

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

Interspire Email Marketer Lists

You can set if Members should be Added to a List or Removed from a List if any of the following happens:

When Added: Set if a Member should be Added to a List or Removed from a List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to a List or Removed from a List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to a List or Removed from a List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to a List or Removed from a List when they are Uncancelled from a Membership Level.

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You can use the WishList Member integration with Interspire Email Marketer to set specific automation to occur based on rules you set up.

Communicating with members is an important element to a membership site. Combining your membership site with an email provider is an easy way to keep that line of communication open.

A steady and consistent campaign of emails is a tried and tested method to share info with all your members. So when someone joins your membership site, it is very beneficial to also add them to an email list in your chosen email provider. This would be ever better if the process was automatic.

We have good news for you. You can integrate WishList Member with your email provider so members will be added to a set email list when they register for your site.

There are two types of integration methods for email providers.

• Standard Integration
• Generic Integration

These methods depend on a few factors including the type of information that can be passed between the particular email provider and WishList Member. Both methods are explained in more detail below.

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Standard Integration

A standard integration method is a term used for the email providers displayed in the Setup > Integrations > Email Providers section of WishList Member.

Each of these email providers handle the sending emails and managing contacts in their own way and an integration between each one and WishList Member has been created.

This means there is some variation when setting up an integration, but the main process is similar.

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The available standard integration options can be viewed and configured in the Setup > Integrations > Payment Providers section in WishList Member.

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Below is a list of the WishList Member standard integration options for email providers with links to corresponding documentation / tutorials.

(In alphabetical order)

• ActiveCampaign
• arpReach
• Automizy
• AWeber
• Constant Contact
• ConvertKit
• Drip
• FluentCRM
• Generic
• GetResponse
• GroundHogg
• iContact
• Infusionsoft by Keap
• Interspire Email Marketer
• Mad Mimi
• MailChimp
• MailerLite
• MailPoet
• Maropost
• Moosend
• Ontraport
• SendFox
• Sendlane

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Contact Added to Email List – Typical Process

Below is a description of the typical process of a contact being added to an email list when a standard integration email provider has been integrated with WishList Member.

1. User registers for the membership level.
2. User is now a member with the corresponding membership level and is automatically logged into the membership site.
3. User is added to the corresponding list in the email provider.
4. User confirms opt-in to email list If required by the email provider.

Some email providers are a bit different but the above is the typical process.

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Generic Integration

If you want to integrate an email provider with WishList Member with an email provider (and it doesn’t appear in the Setup > Integrations > Email Providers section of WishList Member), we recommend considering the generic integration option.

The generic integration option allows you to set up an integration between your site and an online email provider.

This opens up the playing field and allows site owners to create a gateway themselves by working directly with the email provider of their choice and using the door we open to send information back and forth between their site and the email provider.

Instructions for the generic integration can be found in WishList Member in the Integrations section.

We have also included a link here to the generic integration technical documentation.

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You can use the technical documentation to work with the email provider in order to set up a generic integration.

This can include adding Members to a new Email List when they join a new Membership Level. Or removing them from an Email List if they cancel their access. These are just a couple examples. More details are explained below (including a Video Tutorial).

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Enable Mad Mimi Integration

First, you can select and enable the Mad Mimi option in the Integrations > Email Provides section of WishList Member.

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The Settings tab will appear and the API Status will show as “Not Configured”. This is because WishList Member and Mad Mimi need to be connected using the API Key provided by Mad Mimi. This is a quick process (more details below).

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The API Key can be found in the Account > Settings & Billing > API section of the Mad Mimi site when logged into the site.

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The process of connecting WishList Member and Mad Mimi using the API Key is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Email Lists in Mad Mimi based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, etc.

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Tutorial Video

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

You can set if Members should be Added to a List or Removed from a List if any of the following happens:

When Added: Set if a Member should be Added to a List or Removed from a List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to a List or Removed from a List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to a List or Removed from a List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to a List or Removed from a List when they are Uncancelled from a Membership Level.

This can include adding Members to a new Email List when they join a new Membership Level. Or removing them from an Email List if they cancel their access. These are just a couple examples. More details are explained below (including a Tutorial Video).

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Enable Moosend Integration

First, you can select and enable the Moosend option in the Integrations > Email Providers section of WishList Member.

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The Settings tab will appear and the API Status will show as “Not Configured”. This is because WishList Member and Moosend need to be connected using the Moosend API provided by Moosend. This is a quick process (more details below).

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The Moosend API Key can be found in the Settings > API Key section of the Moosend site when logged into the site.

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The process of connecting WishList Member and Moosend using the Moosend API Key is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Email Lists in Moosend based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, etc.

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Tutorial Video

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

You can set if Members should be Added to a List or Removed from a List if any of the following happens:

When Added: Set if a Member should be Added to a List or Removed from a List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to a List or Removed from a List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to a List or Removed from a List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to a List or Removed from a List when they are Uncancelled from a Membership Level.

This can include adding Members to a new Email List when they join a new Membership Level. Or removing them from an Email List if they cancel their access. Tag Actions can also be applied. These are just a couple examples. More details are explained below (including a Tutorial Video).

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The first step is installing the GroundHogg plugin. This can be done by searching for the GroundHogg plugin in the Plugins > Add New section of WordPress.

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Click the Install Now button and then click the Activate button when it appears.

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The plugin is now installed and activated.

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Next, you can select and enable the GroundHogg option in the Integrations > Email Providers section of WishList Member.

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Once enabled, the Mailing Lists section will appear and display the Membership Levels from WishList Member.

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The process of connecting the WishList Member plugin and Groundhogg plugin is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Email Lists in Groundhogg based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, etc. It also shows how to use Tag Actions to add Members to Levels, Remove from Levels, etc. when Tags are applied in Groundhogg.

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Tutorial Video

For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

Apply a Tag When

You can set if Members should have a Tag Added or have a Tag Removed if any of the following happens:

When Added: Set if a Member should have a Tag Added or have a Tag Removed when they are Added to this Membership Level.

When Cancelled: Set if a Member should have a Tag Added or have a Tag Removed when they are Cancelled from this Membership Level.

When Removed: Set if a Member should have a Tag Added or have a Tag Removed when they are Removed from this Membership Level.

When Re-Registered: Set if a Member should have a Tag Added or have a Tag Removed when they are Uncancelled from a Membership Level.

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Apply a Membership Level When

You can set if Members should be Added to a Level or Cancelled from a Level or Removed from a Level if any of the following happens:

When this Tag is Applied: Set if a Member should Added to a Level or Cancelled from a Level or Removed from a Level when the Tag is Applied.

When this Tag is Removed: Set if a Member should Added to a Level or Cancelled from a Level or Removed from a Level when the Tag is Removed.

Note: The same can be set for Pay Per Posts.

This can include adding Members to a new Email List when they join a new Membership Level. More details are explained below (including a Tutorial Video).

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Enable iContact Integration

First, you can select and enable the iContact option in the Integrations > Email Provides section of WishList Member.

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The Settings tab will appear and the API Status will show as “Not Configured”. This is because WishList Member and iContact need to be connected using the Application ID and Application Password provided by iContact. This is a quick process (more details below).

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The Application ID and Application Password can be found in the External Login section of the iContact site when logged into the site.

Direct Link: https://app.icontact.com/icp/core/externallogin (must be logged in to access)

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The process of connecting WishList Member and iContact using the Application ID and Application Password is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Email Lists in iContact based on Membership Level.

Tutorial Video

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

You can set if Members should be Added to a List if the are added to/join a Membership Level.

This can include adding Members to a new Email List when they join a new Membership Level. Or removing them from an Email List if they cancel their access. You can also apply Tags based on similar actions. These are just a few examples. More details are explained below (including a Tutorial Video).

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Enable Constant Contact Integration

First, you can select and enable the Constant Contact option in the Setup > Integrations > Email Providers section of WishList Member.

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The Settings tab will appear and the API Status will show as “Not Connected (Reason: Please authenticate WishList Member Application to access your Constant Contact account)” or “Checking…”. This is because WishList Member and Constant Contact need to be connected using the blue Authenticate button. This is a quick process (more details below).

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You will need to be logged into your account in the the Constant Contact site when you click the blue Authenticate button in order to authenticate the connection. You can be logged into Constant Contact in another tab of the same browser.

If you are not logged into the Constant Contact site when you click the blue Authenticate button, you will be directed to the login page and you can fill in the form.

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Once logged in, you will be directed back to the WishList Member Integrations section where you will see the message stating the API Status is Connected.

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The process of connecting WishList Member and Constant Contact using the blue Authenticate button is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Email Lists, applying Tags, etc. in Constant Contact based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, etc.

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Tutorial Video

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

Email Lists

You can set if Members should be Added to a List or Removed from a List if any of the following happens:

When Added: Set if a Member should be Added to a List or Removed from a List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to a List or Removed from a List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to a List or Removed from a List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to a List or Removed from a List when they are Uncancelled from a Membership Level.

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Tags

You can set if Members should have a Tag Added or a Tag Removed if any of the following happens:

When Added: Set if a Member should have a Tag Added or a Tag Removed when they are Added to this Membership Level.

When Removed: Set if a Member should have a Tag Added or a Tag Removed when they are Removed from this Membership Level.

When Cancelled: Set if a Member should have a Tag Added or a Tag Removed when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should have a Tag Added or a Tag Removed when they are Uncancelled from a Membership Level.

This can include adding Members to a new Email List when they join a new Membership Level. Or removing them from an Email List if they cancel their access. These are just a couple examples. More details are explained below.

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Enable SendFox Integration

First, you can select and enable the SendFox option in the Setup > Integrations > Email Providers section of WishList Member.

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The Settings tab will appear and the API Status will show as “Not Configured”. This is because WishList Member and SendFox need to be connected using the SendFox Personal Access Token provided by SendFox. This is a quick process (more details below).

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The SendFox Personal Access Token can be found in the Settings > API section of the SendFox site when logged into the site.

Direct Link: https://sendfox.com/account/oauth (must be logged in to access)

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The process of connecting WishList Member and SendFox using the SendFox Personal Access Token is explained in more detail in the Tutorial Video below.

It also walks through the Next Steps in the process of adding Members to Email Lists in SendFox based on actions like Added to a Level, Removed from a Level, Cancelled from a Level, etc.

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Tutorial Video

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference.

You can set if Members should be Added to a List or Removed from a List if any of the following happens:

When Added: Set if a Member should be Added to a List or Removed from a List when they are Added to this Membership Level.

When Removed: Set if a Member should be Added to a List or Removed from a List when they are Removed from this Membership Level.

When Cancelled: Set if a Member should be Added to a List or Removed from a List when they are Cancelled from this Membership Level.

When Uncancelled: Set if a Member should be Added to a List or Removed from a List when they are Uncancelled from a Membership Level.