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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.

If you have a membership site, inevitably you will have members who forget or lose their passwords. This article explains how to set up automation for your WordPress membership site that will send your members an email that includes their existing password.

This campaign is appropriate in cases where higher security is not required: you would not use it if your membership site contains any personally identifiable private information. In those cases, we recommend using the default WordPress “Forgot Password?” process. It is more complex and does not allow you to send a branded email from Ontraport.

Steps


Before you can create your campaign and password reminder email to your members, you’ll create a new login page on your WordPress site. Within the login page, you’ll add a link that says “Forgot password?” that leads to a pop-up form. Once submitted, your pop-up form will prompt your automated password reminder email to the member.

Part 1: Create a new login page on your WordPress site

  • Log in to your WordPress site as the admin.
  • Select an existing WordPress page or create a new page.
  • Add a classic block and add a custom login form by clicking Customize it!
  • In the General settings, select “Off” in the “Forgotten Password” dropdown.
  • Click Add my form! and save the changes to your page.


Part 2: Create a password reminder form

When your members click “Forgot password?” on your login page, this form will pop up and your members will fill it out in order to receive their password reminder email. You’ll create the form in Ontraport, then add it to your login page in WordPress.

  • Create a new Ontraport Form
    1. We recommend naming it “Password Reminder [Site Name].”
    2. Include only an email field and make it required.
    3. Edit the “Submit” button to say “Get Password Reminder.”
  • Edit your form settings
    1. Set the opt-in settings to “Single Opt-in.”
    2. Set the “Send Contacts Here” to “Custom URL,” and enter the URL to your custom login page.
  • Publish your form as a “Click to-pop lightbox.”
    1. Edit the link text to say “Forgot password?”

Part 3: Add the password reminder form to WordPress

  • In WordPress, open your custom login page for editing.
  • Click the Text tab in the editor.
  • Paste the form code (from part 2, step 3) under the login form code.
  • Save the page.

Part 4: Create a password reminder/forgotten password campaign

Now that you’ve created your password reminder form and have added it to your login page in WordPress, it’s time to create a campaign that will automatically send members an email with their password when they fill out your form. 

This is what your campaign will look like:

 

  • Go to or open an existing one.
    1. If you have Deals, Companies or Custom Objects enabled, go to contacts navigation buttonCampaigns.
  • Add the form you created in part 2 as a trigger on this campaign. Click  → add trigger button → “Contact Submits a Form” and select your form from the “Contact submits” dropdown.
    1. Adjust the trigger settings:
      1. Who can activate this trigger?: Any contact in account.
      2. If contact is already on map: Add here again when triggered.
      3. This trigger can only be activated once per contact: Leave unchecked.
    2. Click .
  • Click  under the trigger, and add a  element.
    1. Click the condition to open its settings, then click  and select “Field is this value.”
    2. In the “Select field” dropdown, find Website Subscribers → [Site Name] → Status.
    3. In the “Select condition” dropdown, select “Not equal to.”
    4. Leave the “Select value” dropdown blank.
  • Under the Yes path of the condition, click  and add a element.
    1. Click the “send an email” element to open the settings and select + new message from the “Send contacts this email” dropdown. 
    2. Name your message and click Save & Edit
    3. Edit your message and be sure to add the merge field for your site’s password.
    4. Click to return to your map.
  • Under the No path of the condition, click  and add a element. 
    1. Click the “send an email” element to open the settings and select + new message from the send contacts this email dropdown.
    2. Name your message and click Save & Edit
    3. Edit your message to inform users they are not currently a member and, therefore, cannot receive a password.
    4. Click to return to your map. 
  • Add elements to all remaining elements.