Building Membership Sites with Memberium for ActiveCampaign, LearnDash and the Social Learner Theme

Hi there everybody! I am super excited to have Ellen Martin from the Course Launcher HQ with us today She’s one of our five Memberium certified partners and thanks so much Ellen for coming on this webinar with me today

I’m so glad you’re having me, I’m looking forward to it This one has been a long time in the planning but Ellen has been in the online marketing space for over 22 years and I got to meet her for the first time last year at the Memberium Summit in sunny Phoenix, which is tough for her right now being in cold snowy Ohio Yeah But the thing I love about you Ellen is that you have an incredible way of turning complicated system designs and text stuff into easy to understand English so we’re not getting lost in all the crazy jargon and everything, you have a really great way of simplifying things

So today, I think you have some cool tips and tricks for us and I’m super excited to see how you’ve been helping your clients and what we can take away from that Alright, great So, couple years ago I started using LearnDash to build some course websites and I played with a bunch of different membership plugins and then I discovered Memberium and fell in love with it So, I started building on it, next thing I knew everybody was asking me to build for them with this particular plugin stack and what we did was turn it into an actual platform So, I want to just tell you a little bit about what we’re doing with the platform and how we’re using Memberium because Memberium and LearnDash are the core of our platform that we’ve put together

It’s built for people that want to deliver online courses, certifications, training programs, all that kind of stuff so we’re trying to take Memberium’s membership level whole idea and turn it into something, taking it to the next level Let me jump over here and demo a couple things Our company is Course Launch HQ, we’ve actually created Academy This one right now is running on Memberium for Active Campaign, when I was an Active Campaign user I heard that Memberium was gonna come out with an Active Campaign version As soon as it came out, I jumped on it, started using it, pushed it to its limits and really loved it

It’s such a pleasure to work with We’ve been able to build sites and what we’ve done is we selected the social learner theme as our framework and I wanna tell you a little bit why because we have a lot of people say “ Oh I hate the social learner theme” Other people say “I love the social learner theme” and I say I have a love-hate relationship with it That’s how I feel about most tech things Yeah, you’re never gonna find the perfect fit

You’ll always find what works and use it, push it to its limits, make it better So, what we’ve done is we’ve taken the social learner theme and said “Okay, how can we utilize this as our framework and then build upon that?” And that’s what we’ve done and because of the way we built it out we were actually able to put together sites for people pretty quickly because we use some consistent set of plugin designs as a starting point In some ways things are pretty similar because we utilize it for the framework of these menus on the left, in some cases there’ll be a menu across the top and that kind of thing But we used Thrive Architect on top of that and so, this part right here is all built with Thrive Architect and this little button here is really cool because you can pick up where you left off If I click on that it’s gonna take me to wherever I last was in LearnDash and that’s a cool little plugin from Uncanny Owl and it’s called the Uncanny toolkit and has a little zoom bots and it takes me right back so that’s pretty cool, love that

But, what this will take you to is, you can see the module layout cause I was looking at the module last but over in the right hand side, this is all styled by the social learner theme That’s one of the reasons I really like it because you get the course title, you get the progression, it just looks so nice and clean and then about this course and who the author is, everything is just styled beautifully, in my opinion Yeah, I love how you don’t lose your left hand pull bar for the navigation and they don’t have to bounce around to look, I love that, that’s awesome Yeah, and you can show it on different pages, here we’ve decided not to show a toolbar, we had members We don’t utilize the membership aspect of this, if we did we could put a toolbar over here or a widget that showed the current members, the logged in members, whatever we wanted

That’s another question people ask me “Well, I don’t wanna do the social, I just wanna do the site” So, we have a lot of sites to build and we’re not using any of the social aspects at all And, so what we’ve done is we just do a little redirect so if somebody tries to go to a members area that’s the social part of it, it just redirects them back to the dashboard So, it’s really easy, one quick little line of code in a redirect plugin and it’s all set So we do that… This is the way a course page will look too, so it gives you a really nice layout with your featured image, a little brief overview of the course, they can see the progress right here at front and this progress bar is all handled by LearnDash and LearnDash has some awesome features in it that will help you track the progress of your student

If you get the LearnDash I recommend getting the Pro Panel with it because that gives you some backend recording There’s other recording tools available if you need more enhanced, more deep dive of some reporting statistic but the built-in stuff with LearnDash is pretty decent Looks awesome because the whole point of a membership site is to put your members through your course or your program or certifications and you want to know how far and fast they’re going through something and if there’s overachievers who like to tick it all off as fast as possible That’s awesome Excellent, that actually brings me to my passion is all about education and one of the things I’ve had a problem with over the years is that online courses kinda tend to be just a bunch of stuff that somebody stuck up there and there’s no follow up no tracking and that’s where Memberium and LearnDash together really shine

You’ve got the tracking inside of your website with the LearnDash recording but because it integrates with either Active Campaign or with Infusionsoft then you get extra recording and extra follow up capabilities in there So, what we’ve got in Active Campaign is a set of animations we put together for the clients that let them provision the course, deliver the course and then also have follow ups So let’s say someone comes and they sign up for your course and they don’t log in You can send them a reminder email the next day and say “hey, you didn’t log in” You can send a reminder to a coach or somebody so if they need to reach out say “Hey, you need some help logging in?” You’re not just let someone sit out there going oh “I gotta contact support, you’re being proactive” You can do the same thing, kinda figure out how long really should it take for them to complete module one and you give them that week or whatever to finish it and then few days later maybe send them a gentle reminder

I love the way WP Elevation does their course, you guys have interviewed them some time back I actually took that course from them I got a little bit behind and I got this email that said “Hey, we need you to catch up” And it was just a gentle reminder, the tone of it wasn’t overbearing, it wasn’t anything like that and it encouraged me like okay I’m gonna get in there and get caught up So it really works I buy a ton of courses and I complete very few of them

WP Elevation is one of the ones I completed because I used that same setup where it’s got the follow up in it Yeah, that’s an incredibly powerful tool It is We actually build up all the animations in Active Campaign and then we also have a bunch of campaigns for Infusionsoft that we do the same thing with

Our clients come to us, we can do it all for them, no worries we just handle it and we build a lot of these sites, it’s all we do and we’re able to really tweak those things pretty quickly Nice So, in here, we actually built this out This was a Thrive Architect build to look inside of the course itself, we’re actually using Thrive Architect here to put some of the elements in the page so this video was embedded with Thrive This module thing, this is all part of the social learner with the module display and you can see this little thing that says it’s in progress

If I come over here and click there you can see I’ve got one of the three lessons done So you get that on the course page and then you’ve got the same kind of progress bar on the module pages so if I come back down to this one, that side bar then shows me where I am, shows me my completion over here as well So, that’s one of the layouts we’ve done We’re working on some really cool stuff right now and one of those things is, one of my clients came to me and said I wanna do credit system I’m very excited about this

What I like about it is that with the credit system, it helps with your stickiness It helps people stay in your, if you’ve got a recurring membership model, it helps people to stay in if you give them credits every month Some people come in, they’ll use up their credits every month, some people will roll over but the nice thing is if they got rollover credits and they decide they wanna quit, you can remind them before you cancel like “hey, did you know you got a hundred credits here, if you cancel now, you can’t use your credits” So it’s a way to keep people in there It’s also a way to give people access to not overwhelm them with content but give them access to what they need when they need it

So, one thing about Memberium, if you look at a Memberium website it will tell you how to build a credit system, it’s more on the Infusionsoft side And you can do it using short code and some other stuff but what we built in is we kinda automated it so we actually have some customization right inside our social learner theme based websites that we actually get people a few different ways to display the products So, this one is not using the credit system, it’s just showing all the products Let me show you a logged in view of somebody that… So, this one is logged in as an end user, not an admin, and I’m gonna make you wait a little bit Sarah cause I’m gonna show you some ghosting first and a couple other views and then I’ll show you the credit system I am on the edge of my seat

I love your design as well, it is a really beautiful site So, yeah, one thing we did is we tried to make a design that would be consistent with the theme, consistent with the client’s brand, we can customize the colors, we could customize the outline, all kinds of stuff if somebody wants but by default we can create a very easy to implement thing So, if you notice this one’s gray and this one’s in color So, if you look on the Memberium website about ghosting, it teaches you how to create partials and create some short codes so you can build something like this out The problem I’ve had with that is every time you add a new post you have to come in and edit your page so it shows the new post

So, our development team came together and set it up so you automatically put in what category you want to display on this page and it pulls all the posts from that category if they have access it’s in color, if they don’t have access it’s in gray Now, if I click on this it’s gonna open it in a new tab, it’s gonna take me to you don’t have access page so It tells you click here for more information If somebody doesn’t have access to that product they can get more information about the inner circle, you can put in a link to a sales page, whatever you want in there You can actually put the link right in the post Yeah I like how it’s also contact support, if they think they’re having an issue and should have access you can have your customer service handle it without them having to go digging all around

That’s super cool Yeah, this was also built with Thrive Architect That’s one of the reasons I lie Thrive Architect, you can make some really nice looking page layouts right inside of social learner I’m gonna give one cavy out about the social learner theme if you go out and buy it, my recommendation is do not install, do the one click install because it will install a whole bunch of crap you don’t need and one of the things that installs that I tell people to absolutely do not use is the visual composer and it’s a page builder that in my opinion is rather clunky Yeah and I like Thrive because I’m not a super technological person, I’m not super techy like I would classify you as but I’ve used visual composer and you can get some stuff done but I like Thrive, the simplicity of it for us non-tech

When they went from the Thrive Content Builder to Thrive Architect they’ve made it easier to use plus they also got rid of this problem called content lock it and what that means is, if you go turn off the Thrive builder, if I turn off the Thrive Architect on this site right now, it’s not gonna leave me with a bunch of short codes, it will gracefully revert back to the WordPress editor so that you can still have your content there There’s only three builder plugins that I would recommend using One is Thrive Architect, Even Builder is the other one and Elementor is the third There may be other ones but those are three I know of that don’t do that content locker thing So if you have a builder on your site like Divi, try turning it off and see what happens to your site

Don’t do it… Don’t tell these people this… Actually, you don’t , you really don’t wanna do it because sometimes when you turn it back on it’s not a pretty site then either But if you have a copy of your site on staging, which I also recommend, you end up with a bunch of short codes and stuff left behind That’s why I recommend the Thrive, it’s easy to use, very graceful and it’s fast They really did a good job of reworking the new version of it So, again, this page is built in Thrive so you don’t end up with a boring looking page inside this framework

You can see we don’t really use the social learner theme for a whole lot other than the framework and for formatting the LearnDash elements And it’s really mobile friendly and if you wanna squish down the sidebar you can, all kinds of cool things you can do That’s the great version, over here this is a split version We have my products on the top and these are the things that they have access to and these are the things they don’t So you notice there’s no price tag on these, down here we display the price tag

Yeah, nice, I’ve seen it before where you can put a big lock on it as well so they know it’s there but they know they have to pay it That’s the other thing we can add, is the lock If I click on it it brings me over to a sales page That actually opened in the same window but when you edit this page there’s an option where you can tell it open in the same window, open it in a new window So I wanna just show you real quick, if I come in here and edit this page because it’s showing the ghosted view, we’ve created a page template with some custom fields in it so that’s where this product is, my product, product library, you can change what it says, if there’s nothing left and you got everything and there’s nothing in the library, tell it what category it automatically pulls in your WordPress categories

So, you tell it what category you wanna display and it displays it You can show all, you can show only the ones they have access to, you can do the split If I come over here, cause the show all was the ghosted view so this is what they only have access to so you know it’s only two And then, split format, this is our first release, we’re gonna add a few other options here but here you go Sarah, now here we’ve got how many credits they have Here’s 978 credits and they can either buy now and if they click buy now it opens up a new window, right to the sales page, they can pay cash to get it

This sales page happens to be in Click Funnels, you could have a sales page inside your site, outside your site, you just put in the url and it goes right to it If I wanna buy it with credits, it says do you want to use 5 out of your 978 credits, yes or no? If they say no it just drops them back down here, if I say yes they purchase the product and now they can access the purchased product and there you go That’s so cool I think credits are really great way to sort of just change the mindset of people so they’re not thinking about it in cash, like all of these credits of course I’m gonna buy these three products that I’m interested in Right , and I’ll tell you I’m in a program right now where I’m paying a pretty hefty fee every month and I’m thinking do I really need to be in this program but every month they give me something free

Yeah and I love how at the beginning you said about the stickiness because that’s gonna be, if I had a credit buildup and I wanted to cancel my membership and get like caution you have a hundred credits, you’re gonna lose them all and drop back down, it’s like wait a minute I can’t lose my credits, maybe I’ll start digesting more and whatever You might have some people who will buy all the stuff but they’ll use all their credits and then cancel but then you just have to decide how you wanna do it Do you wanna give them lifetime access even after they cancel to the stuff they bought or is it only while they’re a member There’s all kinds of ways you can model your program and the membershipcoach I believe has some of those different methodologies in there that they talk about

So, what we’ve done is tried to take all these different practices and make them easy to implement The credit system is one of the favorite things I’ve worked on I’ve had fun working on that Yeah, it’s incredible Now I’m gonna throw you off because can you show us sort of the backend how the crediting works? Like are you doing it in WordPress or is it

? If I’m on the page these are all WordPress posts that I’m seeing here So here I’m on the marketing blueprints and if edit the post, what we’ve done on the post is when you create a post you select the category it is in, so it’s in the products that makes it show up on that product page so in the post itself you add five credits, five dollars, that’s what shows up Then this is the sales url, that’s where it’s gonna take them if they don’t have it and then you can decide do you want it open on a new page, on the current page… So, each one can be different, you can say, I wanna send them off site, keep them in the site, whatever And this is the tag that they’re gonna get after they buy it with the credit and it should match, this tag matches the tag that you use for the content protection

We just made it so that it’s selected right up here so I just tell people to make sure those match and then that way what happens in the background is that when they click that credit thing it does a couple things One, it goes out and it updates, it calculates the new credit amount so it will subtract whatever number you put in here from their credits So, the way it works is that either in Active Campaign or Infusionsoft you have a custom field that holds those credits and then that’ the custom field that we update with the new amount We do the math on our end, you don’t have to have a plugin to do the math, you don’t have to use like the Active Booster pro or My Fusion Helper, you can do the math, we do the math right in the site And then we just push it over, Memberium has some code that we use to update when they click it, so it updates the credit amount in their account and then it applies the tag to their contact inside of Active Campaign and that’s how they have access

Awesome! So, it’s all handled right in the post itself, just in all these custom fields, that’s the way we’ve set up that up That’s all super cool Now I have another random question for you Okay, can I give you a random answer? Absolutely! If you were stranded on an island and you could only use three plugins for your WordPress site, what would they be? Oh, let’s see, that’s a tough one So, obviously, Memberium and LearnDash, those are number one and number two

I’m gonna give you a couple more to think about So, Thrive Architect, I love it, I use it to build regular sites, I use it to build this so Thrive Architect If I take Memberium and LearnDash and set them aside because they’re just awesome and you can’t beat those, I’d put Thrive Architect number one I think you remember on my dashboard here I had the little pick up where you left of button This comes from Uncanny Owl and so the Uncanny Tool Kit I’d have to make that number two

And something I haven’t shown you yet, do I have a minute to show you another plugin? Yeah, please! I didn’t even show you the coaching calls We have all kinds of fun stuff We have the coaching calls thing that puts an overlay, let’s see what else do I have in here So, while you’re looking, I know you’ve opened up a bunch of tabs for ease of going through this but are you always a tab junky? I am, I have been known to have ten or twenty windows open with each of them having this many tabs I can do one and if I get to ten or more I have to shut stuff down

So, here’s something to think about I started using this Chrome plugin called OneTab And it’s a lifesaver because you know if you’ve had more than ten tabs open for very long Chrome starts slowing down so there’s a plugin called OneTab, it’s all one word so if you search Chrome OneTab install that little baby and it will put this little funnel up here If I click that little funnel it’s gonna suck all these tabs down into one tab and keep them grouped together by the date and then if I wanna re-launch them I can re-launch them one at the time or I can re-launch the whole group So, actually when I’m getting ready for a presentation like I did today, I actually saved all these things

I got them all open the way I wanted, clicked on OneTab then when I was ready to do the presentation I just went into one tab, clicked on restore all and it brought them all back up for me That’s super handy So, I typically have four or five projects I’m working on at the time and I’ll just have one tab group whatever project I need to set aside while I’m working on something else and then I can easily come back and pick where I left off That’s awesome, I like it So, this is the other plugin that I wanted to tell you about

It’s called the PDF Embedder Premium and there’s a secure version and just the regular version We use the secure version and we actually provide this free to our clients cause we’re developer so if they’re on a course platform with this they get that included This little secure icon says that it’s in a secure location so when you upload a PDF it actually puts it outside the media library so somebody can’t just come and grab the link from the media library You can decide whether or not to have a download button here In this case it is also embedded with Thrive as a download and this one is coming with S3

And in here you can actually embed the whole PDF inside the website Right, so they don’t have to download it Nice So, that’s another one of my favorites because it’s a pain, sometimes it will open in a new window sometimes it will prompt to download, this just puts it right where you need it There is a watermarking feature too, it doesn’t stay there if they wanna print it but you can have it watermarked up as a little warning that this is the property of… Yeah, sometimes you have to do that if you wanna keep your content safe and protected

Some people are gonna swipe it anyway but having the watermark up here will keep the honest people honest kinda thing But yeah I love it, you can just scroll right through, it’s pretty slick So, that would be number three, my third favorite thing Nice, do you have anything else for us or? Well I could demo a whole bunch of other sites if you wanna see them but Well I’ve learned so much from this and I absolutely love the credit system, it was worth my anticipated wait for sure and thank you so much for sharing So if somebody wanted to get in touch with you or had any questions, I know that you’re super active in our Memberium Facebook group but how else could they reach you? We have a place on our site you can schedule a demo and I’m gonna give you a short code Pretty links was one of the other ones I thought about, we use Pretty Links so if you go to this link right here courselouncherhqcom/memberium/demo that will take you over to that page where you can actually sign up and ask questions If you just wanna ask questions it doesn’t have to be a demo it can just be Q&A if you wanna ask me questions about LearnDash and Memberium, I’m happy to answer them and that will take you to my calendar and schedule and I’ll be happy to answer any questions that you have

That is so awesome Thank you so much for that and for putting that out there if people are listening and want to take advantage of that, Ellen is ridiculously smart Thank you so much, continue to freeze in Ohio or just come out to Phoenix, our doors are always open Yeah, I’m looking at maybe hopping on a flight to Saint Petersburg right here Yeah, you gotta escape the weather

Thank you so much Ellen and we will talk to you soon! Thanks

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