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PilotPress and the WordPress editor
Last updated on: April 14, 2023

This article is for those building a membership site using WordPress and PilotPress. If you're using Ontraport Membership Sites, click here. If you're getting started and don't know which to choose, this article will help.

Once you’ve integrated your WordPress site with Ontraport, you gain PilotPress-specific editing tools in your WordPress editor allowing you to add Ontraport forms, hosted videos, merge fields, shortcodes and page level protection, as well as preview your pages as a contact with a specific membership level.

There are two ways to access PilotPress settings in the WordPress editor.

  1. Add a Classic Block to your page or post.
  2. Use the Classic Editor WordPress Plugin.

Add Ontraport Media to WordPress

You can add forms created in your Ontraport account and videos you have hosted in your account.

To add forms:

  1. Click Forms.
  2. Select the form you would like to add to your page.

To add videos:

  1. Click Videos.
  2. Select the video you would like to add, and choose the type of player to stream the video in.
    • HTML5
    • FlowPlayer — These options display as Player 1-3. The numbers refer to the size of the player: 1 is the smallest, and 3 the largest.
    • Hidden — Add a FlowPlayer video with the video controls disabled.

Toolbar Toggle

This is a standard WordPress editor icon. Use it to expand the rows of editor buttons if you only see one row.

Add Ontraport Merge Fields, Shortcodes and PilotPress Login Forms

Merge fields

From the merge fields drop down, you can use the same Ontraport merge fields you use in your account. Most of the contact record fields are included, and you can also add PURLs to your pages hosted on Ontraport.

Shortcodes

PilotPress features a number of shortcodes to show or hide content to logged in members based on their membership level or Tags. This drop down provides the available short codes, but they must be edited to include the access level or Tags.

Add a login form

You can add a compatible login to any page or post. When adding a login form, you have two options:

  • Use the default style:Add the short code [Page//login_page] to your page. When visited, a default WordPress form will replace the short code.
  • Customize it: Design your own login form to match your branding. You will be able to customize the general settings, text, text style, form style, button style and button hover settings.

PilotPress Options

This section allows you to set the membership access levels, the display of the post title in navigation menus for non-members, and where non-members are redirected to when they try to access this page.

Click Page → PilotPress Options.

  • Or click PostPilotPress Options.

Access levels

Control which membership levels will be able to see the page.

Show in navigation to non-members

PilotPress automatically hides any posts that have an access level checked from the menuing system until that level member is logged in. This checkbox overrides the default setting to show the page in the menu. This allows you to show a member’s only page in a navigation menu.

On error

Non-members will be redirected to this page if they attempt to view a page that they don’t have the proper permissions for.

PilotPress Admin View As

See how the page will appear to a member with the related access level by clicking the button. A preview will open in a new tab. You can select a single membership level to preview your page as.

Click Page or BlockPilotPress Admin View As and select a membership level.

Related university lessons
PilotPress overview
Learn how our PilotPress plugin works so you can use it to turn your WordPress site into a membership site.
Setting up a customer center
Once you have your membership site integrated with PilotPress, add a customer center so your subscribers can update their contact info, login credentials, payment details and more.
PilotPress advanced features
Dive deeper into more advanced PilotPress features, like various post and page settings, shortcodes, merge fields, tags and more. These features will make your life easier once you set them up.
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 Pro tips

When adding Ontraport-hosted videos to WordPress, to avoid the FlowPlayer watermark and link to their site, we recommend the HTML5 player.

When adding Ontraport merge fields into the WordPress editor, the format is slightly different to avoid conflicts with other merge fields and short codes that your WordPress theme may have.

The preview will not show specific contact record information from merge fields. For example, the text “First Name: [Page//pilotpress_field name=’First Name’]” will only show up as “First Name:” in preview mode. To display the page with Contact Record information, use a different browser and log in to the site using a test contact’s credentials.

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