I successfully installed and configured the amember/infusionsoft plugin. It works great! It updates every minute. As soon as a member's subscription tag is removed, they are set as expired in amember.

The plug in can be purchased from amember support (which seems to only answer emails once a day).

Deborah
deborah@infusionsoftconsultants.com

I'm also setting up amember with infusionsoft (I've used amember/1shoppingcart so far). However, I'm not understanding how the customer creates the password and username. I don't see any fields for that on the orderform. Would you, Deborah, or someone else be able to share how I set that up? Many thanks.

Breeze,
The way I have set it up, the customer does not create the password or username. Amember does it automatically and sends them an email. When the customer logs in, they can change their password if they choose.
Deborah
deborah@infusionsoftconsultants.com

Aha, that makes sense. Thanks! I've been using 1shoppingcart before and the customer creates the username and password on the amember signup page. Your way seems better. I'll test it.

You wouldn't happen to have experience with moving recurring customers from 1shoppingcart to Infusionsoft, and how to do it in a wise way so the recurring billing continues without interruption?

Thanks again!

Debbie,

If I may ask again... or if anyone else wants to chime in...

1) If amember generates username and password, the member can change their password. However, can they change username?

2) I have yet to succeed in making infusionsoft/amember talk to each other. The latest statement from Amember support is I need to "create groups and assign to amember". I see nowhere I can create groups inside Infusionsoft nor "assign" this specific product to amember. How do I do this?

Thanks

I have fixed the issue of the user name and password. The user is now able to choose their own. There are quite a few steps in the process. If one is wrong, the whole thing doesn't work. The groups are the tags.

Glad the username issue works.

I've created the tag, but amember says that I have to "assign" it to amember. I don't see anywhere to do that. Where is that setting? How does amember know which product is the membership?

Okay, now I am excited.

I asked a question to this thread 4 months ago and never really got an answer. But I keep getting the recent updates and it looks like some of you guys have figured out a way to make Infusion and aMember talk.

Please, please, please share. A quick step by step on how you set it up would be very very appreciated by all.

I have done what David suggested and it works okay accept for that need to manually turn off the person in aMember if their payment fails in Infusion.

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The details on my way are:

Set up your tags, followup sequences etc in Infusion. [/li]

• Create a sales form to actually sell your subscription.


• In the settings for the sales form check the box that says to pass the information to the thank you page.The sales form is also set up to add them to the right tags and followup campaigns to keep in touch with them for their membership.


• Have the thank you page be the aMember sign up page.


• On the aMember sign up page have all fields as hidden accept for the username and password field.


• Have copy on the page that says something like "IMPORTANT - you are almost there, now you can pick your own username and password and gain instant access to the members area"


• The customer fills in their chosen username and password and clicks the submit button.


• aMember gets all of the information it needs to set them up with what it thinks is a free lifetime membership.


• Infusion takes care of the monthly billing.


• I do NOT have infusion sending the "Congratulations you are now a member" email. Only other follow ups and monthly information and stuff like that.


• I have aMember send them their "congratulations your a member" email after they have done the username and password.

So far not a single person has skipped the username and password step.

The only draw back to this method is that if their payment fails aMember doesn't know that.

I set up an automatic sequence of emails that goes out to the customer trying to get them to "save" their membership. If at the end of the sequence they haven't fixed the problem then it sends me an email/task to turn them off. I then manually go in to aMember and set them to expired.

Luckily this doesn't happen very often so it only takes a couple of minutes. and I don't always do it immediately. So it is working okay for us.

Hope this helps someone who is not able to do the actual integration process.

Cindy
Phoenix Arizona
http://MarketingMentorTraining.com

Breeze,

If i understand your post correctly you are looking for username and password field option on your infusion soft order form. These can easily be added by clicking on the add fields button when creating the form itself.

I am not sure how you guys are having infusion and aMember talk but depending on how it works you could either use the main infusion built in username and password fields or do customer username and password fields and add them to your form. then the customer would put in their own username and password directly in the sales form when they signed up.

Forgive me if I am COMPLETELY misunderstanding the question/comment. But I thought I would try to help if I could.

Have a great day,
Cindy
Phoenix Arizona
http://MarketingMentorTraining.com

Cindy is right on how to add the user name and password to the order form.

I wish there was a simple step by step guide. I have done three setups and they are all a little different.

There are probably several different ways to go about this, but here is how I have found it works:

• When a customer goes to the website, they use Infusionsoft's order form to purchase their subscription. They choose their user name and password as they make their order.


• Infusionsoft processes the order and adds the appropriate tag.


• Amember picks it up within x minutes(you set this in the cron job) and sends the customer an email with their login url and the username and password the customer chose.


• When the credit card declines in Infusionsoft or if the customer is removed from Infusionsoft, amember sets their account to expired (same time frame as you set above.

You can add other steps into it, but this is the basics.

You need to set up your Infusionsoft application, the amember cpanel, and your server's cpanel.

I hope that helps.
Deborah Fields