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