Installation & Configuration of our ConvertKit Addon

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Step 1 – Install the ConvertKit Add-on

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

Step 2 – Get Your ConvertKit API Secret

Login to your ConvertKit.com account settings to get your API Secret key.

Step 3 – Add the ConvertKit API Secret in MemberPress

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

Step 4 – Select Your ConvertKit 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 ConvertKit 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 ConvertKit 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 have specified in the Options and must be different from other Per-Membership Tags you've set in other Membership levels.

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 ConvertKit

By default, MemberPress sends emails and first name to ConvertKit. 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 menu > 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.

Log into your ConvertKit account and edit one of your subscribers under Growth > Subscribers. Click Add a new field and add a new field with the same label as your custom field in the MemberPress menu > Settings > Fields tab. Make sure to hit Update Subscriber button (please check this article for details: How to add custom fields to subscribers).

Go back to your WordPress Dashboard and insert the code below at the end of your theme's functions.php file, or install the WPCode plugin and add the code there (please check this article for details: How to 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 ConvertKit. You'll see this value in the user profile in ConvertKit.

That's it. You can duplicate the steps to send as many custom fields as you want to ConvertKit! 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 ConvertKit. 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 ConvertKit 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.