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FunnelKit Automations

Wishlist Member

Wishlist Member is a membership plugin for WordPress that lets you securely protect your website content.

You can create different levels and membership plans to assign users to them so that they’ll be able to see your segmented content. You can even create forms and allow users to choose and pay for the different membership plans.

FunnelKit Automations deeply integrates with Wishlist Member to seamlessly connect your contacts, set up automations, and perform different functions as per your requirements.

Here are a few things to emphasize on FunnelKit Automations’s deep integration with Wishlist Member:

Let’s take a look at each one of these.

Importer

You can easily import Wishlist Member contacts to FunnelKit Automations.

To import your Wishlist member contacts, go to Contacts and click on Import.

Now choose the source for importing contacts.

Here we will click on Wishlist Member.

Select Wishlist Member as the source

Now configure the import settings.

You can add tags to these contacts or add them to a list, mark their subscription status, trigger automations for any tag/list-related events, and more.

Configure additional settings on Wishlist Member

Once you’re happy with the settings, click on Import.

Import progress

Well done! Your import is complete.

You can go to the Contacts section to see your newly imported contacts.

Filters

You can filter your contacts based on the different attributes of Wishlist Member.

Select Advanced Filters.

Click on Add New Filter and you’ll see Wishlist Member.

Click on Add New Filter and you’ll see Wishlist Member

You can filter your contacts based on Wishlist Membership Status, Registration date, expiration date, and member level.

Here we are filtering our contacts who are on the “Starter” membership level.

Filtering our contacts who are on the “Starter” membership level

You can even further apply multiple filters and save them as your audience:

Further apply multiple filters and save them as your audience

This is how you can filter your contacts based on the attributes of Wishlist Member.

Contact

FunnelKit Automations’s deep integration with Wishlist Member brings a huge change within the enriched profile of your contact.

You’ll see a new tab named “Wishlist Member” and it lists all of their membership level details.

Go to the profile of your contact:

Go to the profile of your contact

Along with their usual contact details, you’ll be able to see all the information about their memberships under a single tab.

Export

You can now export your contacts using the attributes of Wishlist Member.

FunnelKit Automations’s deep integration with Wishlist Member has added the Level Status, Registration Date and Expiration Date of every contact to be exported.

Go to Contacts and click on Export.

Go to Contacts and click on Export

Click on Add New Export.

Now select all the fields you want to export.

Scroll down and you will see the fields of Wishlist Member here:

Select the fields of Wishlist Member

Once you have exported your contacts, you can see the data in this form:

Export the contact data

For example, let's say you have three membership levels. Therefore, the export data will get created in 3 X 3 = 9 columns.

The columns will be {Level} Status, {Level} Registeration Date, and {Level} Expiration Date for every membership level.

Read this documentation for detailed steps on how to export contacts in FunnelKit Automations.

Events

Here are the triggers/events that you get with Wishlist Member in FunnelKit Automations:

  • User Submits a Registration Form
  • User Added to Membership Level
  • User Removed from Membership Level
  • User Cancelled from Membership Level
  • User Membership Level Expired

To select an event, go to Campaigns ⇨ Automations.

Then, click on Add New Automation.

Add a new automation

Start from scratch and enter the name of your automation.

Name your automation

Click on Create.

Now, select an event under Wishlist Member. Here we have selected the “User Submits a Registration Form” event.

Select "User Submits a Registration Form" event

Click on Done.

Now, select the registration form that you want to trigger this event. You can even create a custom registration form within the Wishlist Member.

Select the Wishlist member registration form

Map the fields on the form with the field in FunnelKit Automations. 

Now, the next step is to define an action that will be performed in case this event gets triggered.

Actions

Here are the actions associated with Wishlist Member:

  • Add User to Pay Per Post
  • Remove User from Pay Per Post
  • Add User to Level
  • Remove User from Level
  • Cancel User Level
  • Move User to Level

Click on the Action and select any action from above.

Here we have selected our action to add the user to a membership level.

Click on Done.

Now select the membership level you want to assign to newly registered users.

Select the membership level you want to assign to newly registered users

Now, when a user submits the registration form, they will be added to the Starter membership - that we have set to expire in 30 days within Wishlist Member.

User submitting the registration form

As you can see, the registered user has been added to the Starter membership plan.

Registered user added to the Starter membership plan - Wishlist Member

Similarly, you can add other membership plans and perform automated actions based on your requirements.

Rules

You get one rule of Membership Level when setting up your automations using Wishlist Member in FunnelKit Automations:

Let’s look at it.

Click on Add New Condition to set up rules.

Click on Add New Condition to set up rules

Select the membership level rule under Wishlist Member.

Select the membership level rule under Wishlist Member

Configure the membership level you’ve selected. Here we will send different emails to contacts at different membership levels.

Once done, turn the toggle to make the automation go live.

This is all about the rules/conditions you can set with Wishlist Member in FunnelKit Automations.

Merge Tags

You get six merge tags with Wishlist Member in FunnelKit Automations.

  • Membership Level Name {{wishlist_member_level_name}}
  • Membership Level ID {{wishlist_member_level_id}}
  • Membership Level Expire Date {{wishlist_member_level_expire_date}}
  • Registration Form ID {{wishlist_member_form_id}}
  • Registration Form Title {{wishlist_member_form_title}}
  • Registration Form Fields {{wishlist_member_form_field}}

Here are different merge tags associated with specific Wishlist Member events:

Different merge tags associated with specific Wishlist Member events

This is all about the merge tags within Wishlist Member.

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