How to protect your membership content

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Home > PilotPress: Ontraport's WordPress plugin > How to protect your membership content

In this video, you’ll learn how to set up different membership levels and permissions so you can protect your membership site content.

In this lesson you'll learn:

How to create specific membership levels
The steps to protecting your WordPress pages
How to set up redirect pages
How to give contacts membership site access
Tips for automating your membership site access process

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Transcript

Your WordPress site is connected to Ontraport with PilotPress. Now let's protect your content. In this lesson, you'll create membership levels, protect your pages, give members access by hand and with an automation, and send them their login details. PilotPress is available on Plus and above. If you built your site with Ontraport Pages instead, the Membership sites lessons cover that. Membership levels decide who sees what. In Ontraport, click the profile icon, then Administration, Integrations, and WordPress Website. Under Membership Levels, type the name of a level and click Add. Repeat for each level you need, then click Save in the upper right. Plan your levels before you build. A simple site might use tiers like Silver, Gold and Platinum. If you sell separate courses, or serve customers and employees, you might want a level for each group. You can change levels later, but it's easier to get them right from the start. Next, log in to your WordPress site as an administrator and open the page you want to protect. In the Page settings, open PilotPress Options and check each level that should see the page. Members of any level you check get in. So if Gold members should also see Silver content, check Silver, Gold and Platinum on your Silver pages. Leave public pages, like your home page, sales page and order form, without a level. By default, PilotPress hides a protected page from your menus until a member with that level logs in. To show it in the menu anyway, check Show in navigation to non-members. A visible locked page can make people curious, but too many can clutter your menu and frustrate visitors. Then use On error to choose where visitors go when they try to open a page they don't have access to. One simple "no access" page works for everything. Or turn it into an upsell, and send people to the sales page for that level. Click Publish to save. Once the page is saved, use the PilotPress Admin View As buttons. Each one opens the page in a new tab, the way a member with that level sees it. One more tip: PilotPress should be the only plugin on your site that handles membership or redirects. Now give people access. To do it by hand, open the contact's record and click the Memberships tab. The Website subscribers section is where you add a WordPress membership, see its status, and edit the contact's username and password. To cut off access, like when someone stops paying, open their membership there, set Status to Disabled, and click Save. Then send their login details. Go to Contacts, select the contact, click Email, and choose Quick email. Pick who it's from, add a subject, and write your message. From the merge field dropdown, insert the username and password fields from the website membership details. Put a label before each one, like "Username:", so it's clear what they are. Then click Send now. Quick emails aren't saved or tracked, so use them for one-offs. Logins often fail because of a stray space when people copy their password. Using a monospaced font, like Courier New, for the username and password helps them copy it exactly. Most of the time, you'll want this to happen automatically. Go to Automations, then New Automation. If you've turned on other objects, like Companies or Deals, you'll find Automations under Contacts instead. Start with a trigger, like Purchases product for your membership product, or Contact submits a form. Click What happens next? and add Give WordPress Membership Access from the Advanced tab. In Add access to, pick your site and level. To take access away, for example when someone cancels, use Remove WordPress Membership Access. After the access element, add Send an Email. Welcome your new member and include the WordPress website merge fields for their username, password and login page. Save and publish, and new members get access as soon as they trigger the automation. You can drip content the same way. Add a wait, then another Give WordPress Membership Access with the next level. So: create your levels, protect each page in PilotPress Options, and give access by hand or, better, with an automation that sends login details. Next up: PilotPress advanced features, including shortcodes and login forms.