Installation & Configuration of MemberPress Kit (formerly ConvertKit) Addon

«  Configuring the Marketing Tab

Note: The Kit add-on is available with MemberPress Plus or Pro. If you're subscribed to the Basic plan, you will need to upgrade to Plus or Pro.

Step 1 – Install the Kit Add-on

In your WordPress dashboard, head to MemberPress > Add-ons and click to install the Kit (formerly ConvertKit) add-on. Once installed, it will be activated automatically, and you'll see the Kit integration available in the “Marketing” tab of the MemberPress Settings page.

Step 2 – Get Your Kit API Secret

Log in to your Kit.com account settings to get your API Secret key.

Step 3 – Add the Kit API Secret in MemberPress

Once you've obtained your API Secret, paste it into the Kit API Secret field shown below.

Step 4 – Select Your Kit Tag

Once MemberPress has established a connection, you'll see the green “All set!” text to the right of the field. Now you can select your Kit Global Tag from the drop-down option. Note that ALL members are added to this Global Tag (no matter what). See Step 5 below for info about membership-specific tags.

Step 5 – Set Up Per Membership Tags (Optional, but STRONGLY recommended)

Per-Membership Tags are a great way to segment your members by Tags for marketing purposes automatically.

Once Kit is enabled, a new option becomes available under the “Advanced” tab for each Membership. This option allows you to select an Active Tag that is assigned only to members who purchase that Membership. A member will have this tag automatically added to or removed from their account depending on their current Subscription status for the Membership. The Inactive Tag is also automatically added/removed. The two tags will alternate based on the User's status on this Membership level.  

Note: These Tags must be different from the Global Tag you specified in the Options. In addition, these tags should be different from other Per-Membership Tags if present in other memberships.

The image below shows how to enable and set up your Per-Membership Active and Inactive Tags:

This concludes all the necessary steps needed for this integration.

Send Custom Fields to Kit

By default, MemberPress sends emails and first name to Kit. It also updates global merge and per-membership tags. If you want to send a custom field from MemberPress menu > Settings > Fields tab, you'll need to follow these steps:

Head to WordPress Dashboard > MemberPress > Settings > Fields tab, and create a custom field as explained in the Creating Custom Fields section of this article. Alternatively, you can copy the slug of a custom field. In the example below the slug is mepr_company_name.

Note: This will work only with the custom field of “Text” type and you can't use it with dropdowns, multi-select, or any other field types.

Next, you should add the custom field to your Kit account:

1. Log in to your Kit account and navigate to the Kit Subscribers page (Growth > Subscribers).
2. Edit one of your subscribers in the Subscribers list.
3. Here, click Add a new field and add the field with the same label as your MemberPress custom field.
4. Click the Update Subscriber button.

Finally, return to your WordPress Dashboard and insert the code below at the end of your child theme's functions.php file. Alternatively, you can install the WPCode plugin and add custom code snippets in WPCode.

add_filter('mepr-convertkit-add-tag-args', function($args) {
  $fields = [];
	
  if(isset($_POST['mepr_company_name']) && !empty($_POST['mepr_company_name'])) {
    $fields['company_name'] = sanitize_text_field(wp_unslash($_POST['mepr_company_name']));
  }
	
  if(!empty($fields)) {
    $args['fields'] = (object) $fields;
  }
	
  return $args;
});

When users sign up for a membership, MemberPress will get the value entered into the custom field and send it to Kit. You'll see this value in the user profile in Kit.

That's it. You can duplicate the steps to send as many custom fields as you want to Kit! Just duplicate lines 2-3 in the code above, and replace tags, custom fields, and variable names.

You can use the same steps to send address fields to Kit. The slugs for address fields are:
– mepr-address-one
– mepr-address-city
– mepr-address-country
– mepr-address-state
– mepr-address-zip

To learn more about how to use Kit Automations with MemberPress, visit this page.

I'm confused. Help!

Shoot us an email from our support page if you need further assistance with this integration.