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How A Membership Site Can Help You Gain Connection With Your Clients: Using Infusionsoft, WordPress And WisP

How A Membership Site Can Help You Gain Connection With Your Clients: Using Infusionsoft, WordPress And WisP

For the past 2 months, we’ve been working on unlocking your Infusionsoft membership to its fullest potential. At Information Street Ltd, we do the following three things:

  1. We sell Infusionsoft.
  2. We train Infusionsoft Users
  3. We make Infusionsoft do things it doesn’t already do.

Our primary focus today is to highlight point number 3 – how do you make Infusionsoft do things it doesn’t already do? One way that we accomplish this is by harnessing the power of the API, and building plugins for your WordPress website that seamlessly integrate with Infusionsoft, and add a ton of functionality that you wouldn’t normally have at your fingertips.

Spearheading this movement is our WisP Plugin – Infusionsoft integrated with WordPress (WordPress + InfusionSoft). We’ve dragged it out of the depths of the Internet from 2012, where it was barely functional, and we’re now converting it into a repolished, dynamic, highly functional and easy to use plugin. WisP is a membership plugin that combines your WordPress website (as of today, 23% of all the websites in the world use WordPress!) – with your Infusionsoft account.

WisP harnesses the power of your descriptive Infusionsoft Tags and, building around the concept, allows you to set up full blown membership websites, where you can actively manage and deliver context sensitive personalized content directly to your chosen category of users.

Here are ways that a WordPress membership website powered by WisP and Infusionsoft can help you connect with your clients:

  1. Access Control
  2. Personalization
  3. Understand what your users are interested in (“Tag” them!)
  4. Manage Upsells and Increase your Revenue
  5. Create daily, monthly or yearly memberships
  6. Download Manager
  7. Play fair with other plugins

 

 

Access Control

We understand that you, as a business owner, have different kinds of customers – there are those who are interested, but hovering over the fence – and there are those who trust you with their credit cards and just about buy anything you sell – and everyone in between. We also understand that you’d like treat them all differently – provide exclusive, never-seen-before content for your more exclusive clientele, and tantalizing hints about what they’re missing out to your free members.

WisP can help you there.

As soon as you set up different Tags in your Infusionsoft application for different members, you can add a simple shortcode to your WordPress Pages and Posts – and voila. You’ve merged different level content on the same page. Based on their Infusionsoft tags, users will see separate content. Now, you have the freedom to be creative – add upsells, tell people what they’re missing out on, add tantalizing content excerpts, along with a content locker – the choice is yours.

WisP is highly intelligent – it can differentiate between a lot of test cases:

  • Does the user have the specified tag? Or does he lack it? Separate content for both these cases.
  • Does the user have Tags A, B and C? Or does he lack it? Separate content for both these cases.
  • Does the user have ANY of the Tags A, B or C? Or does he lack it? Separate content for both these cases.


Personalization

 

Most membership websites offer dismal, cookie cutter material for all their websites – it lacks a humane touch. Using WisP, you can directly access ANY Infusionsoft field for your customer, as long as its correctly configured in the backend.

This means you can address users by their names, insert their email addresses, their title, their phone numbers – anything that makes visiting your membership website an absolute pleasure.

Understand what your users are interested in (“Tag” them!)

 

Using a conveniently located box on each Page or Post on your website, you can tag users with a “Page Viewed” tag the moment they arrive at a page on your WisP-enabled website.

Here are a few scenarios where this feature is invaluable:

  • Tracking the success of your new product launch
  • Tracking how many people viewed the page you sent them in your email newsletter
  • Tracking how many people viewed your latest product’s Order Form
  • Calculating extremely useful metrics like conversion rates – which send across a picture about a success of a campaign.

Manage Upsells and Increase your Revenue

 

Your business survives on gauging the interest of your clients, understanding their biggest hurdles and selling them laser targeted products that solve their needs: they know you, like you, and trust you – and using WisP, you can setup upsells to your products.

You’ve already classified and categorized your IS users into different cadres, you know what products they are interested in, because of the WisP “Page Viewed” Tags – now all you need to do is to offer them laser targeted upsells directly on their website. A simple shortcode in your WordPress sidebar offering them your latest product that you know will benefit them and boost their business – and watch your sales roll in.

  • Non logged in users can be prompted to register or login.
  • Free users can be given access to a freebie, and encouraged to buy your full blown course.
  • Users who buy your course can be upsold a higher ticket item, and personal coaching.

You’re only limited by your creativity, and your depth of user classification – the more you niche down, the more successful your upsell campaigns will be.

Create daily, monthly or yearly memberships

 

A membership website is a powerful way to manage your users, separate them into groups according to interests, generate monthly revenue, and add value to your website, all in one go. WisP lets you seamlessly restrict content from users, and grant access to only certain Pages/Posts on your website.

A few example scenarios you can test:

  • Offer casual visitors to your website to Sign Up or Sign In.
  • Offer Free Members a paid monthly membership, to gain access to exclusive content.
  • Offer Paid Members a Lifetime Elite Membership – in which you divulge your deepest secrets, and the most selective content not available to anyone.


Download Manager

 

As of September 2014, we’ve added one of the most powerful features to WisP that puts it heads and shoulders above our competitors : A full blown, completely functional and highly secure Download Manager.

Combined with Membership management, this makes WisP a force to reckon with – you can set up Membership Pages on your websites that are beautiful, relevant, and fully functional. Here’s the page you’d access if you were a member on our website (Sign Up here!) – and it’s been completely setup using WisP.

WisP’s download manager can:

  • Restrict access to your files (software, audio courses, video courses, ebooks etc) according to member tags.
  • Prevent users from “leeching” the files from your servers by hiding the direct hotlink – preventing misuse, piracy and bandwidth issues.
  • Limits the number of times a user can download the same file.

No longer do you need to rely on dodgy third party download managers – we’re giving back that ability straight into your hands. You can rest peacefully knowing your files are safe, and only in the hands of the people who have access to them.

Play fair with other plugins

 

Our implementation of WisP is clear – as long as there is HTML code that is being outputted to your Post/Page, WisP will most probably integrate seamlessly with it, and protect it using Tags. WisP is lightweight, lightening fast,  server friendly, and plays well with all your favorite plugins – we’ve tested WisP with a plethora of third party plugins, to great success.

Our clients have successfully created highly functional Membership Websites where WisP integrates with a multitude of other plugins – Sensei, LearnDash WooCommerce, Watu Pro Quiz Creator and a lot more. The best way to see if WisP is a 100% compatible with your other plugins is to test, test and test some more. Our excellent technical support team loves bugs, we can’t get enough of them – if you find any, we take pleasure in fixing them and making WisP as polished as it can get. We also encourage suggestions, and entertain feature requests if enough people ask for the same thing!

 

Closing Thoughts

We’ve written an extensive User Guide to WisP that details all the features that it has – and we’re adding more, every week. We’ve also created detailed videos where we hand-hold and walk you through installing WisP on your WordPress website.

If you’re serious about taking your business to the next level and moving towards more client interactivity and connecting with your best customers – we strongly encourage you to contact us, so we can guide you towards setting up a great Membership Website. Take a hands off approach towards user management, create passive income like clockwork through periodic memberships, or simply sell more of your best products – the choice is now in your hands. Make Infusionsoft work for you – download Wisp today.

 

 


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About the author 

Tanay Mishra

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