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 the ConvertKit Add-on

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

Step 2 - Get Your 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've obtained your API Secret, paste it into the ConvertKit API Secret field shown below.

Step 4 - Select Your ConvertKit Tag

Once MemberPress has established a connection, you'll see green "All set!" text to the right of the field. Now you can 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 info about membership-specific tags.

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

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

Once ConvertKit is enabled, a new option becomes available under the "Advanced" tab for each Membership. This option allows you to select an Active Tag that is assigned only to members who purchase that Membership. A members will have this tag automatically added to or removed from their account depending on their current Subscription status for the 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've set in other Membership levels.

The image below shows 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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