Installation & Configuration of our ConvertKit Addon

«  Configuring the Marketing Tab

This add-on is included with your purchase of the Plus or Pro edition of MemberPress.

Step 1 - Install ConvertKit Add-on

In your dashboard, head to MemberPress -> Add-ons and click to install the ConvertKit add-on. Once it's installed, it will be automatically activated as well, and you'll see the ConvertKit integration available in the "Marketing" tab of the MemberPress Settings page.

Step 2 - Get ConvertKit API Secret

Login to your account settings to get your API Secret key.

Step 3 - Add the ConvertKit API Secret in MemberPress

Once you have obtained your API Secret, paste it into the ConvertKit API Secret field shown below.

Step 4 - Select ConvertKit Tag

Once MemberPress has established a connection, indicated by the green "All set!" text, select your ConvertKit Global Tag from the drop-down option. Note that ALL members are added to this Global Tag, no matter what. See Step 5 below for membership-specific tags.

Step 5 - Setup Per Membership Tags (Optional, but STRONGLY recommended)

Per-Membership Tags are a great way to segment your members by their Tags for marketing purposes automatically.

Once you have ConvertKit enabled, a new option becomes available under the "Advanced" tab of each Membership. This option allows you to select an Active Tag that only members who purchase that Membership should have added to their account. Members will have this tag automatically added to or removed from their accounts depending on their current Subscription status for this Membership. The Inactive Tag is also automatically added/removed. The two tags will alternate based on the User's status on this Membership level.  These Tags must be different from the Global Tag you have specified in the Options and must be different from other Per-Membership Tags you have set in other Membership levels as well.

Here's how to enable and set up your Per-Membership Active and Inactive Tags:


This concludes all the necessary steps needed for this integration.

I'm confused, help!

Shoot us an email from our support page if you need any further assistance with this integration.

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