Mastering Automated Email Reminders in the MemberPress Plugin

In the recently released 1.1.7 update of MemberPress, one of the new additions to the membership plugin is the reminders feature. This feature allows you to create multiple reminder emails that are automatically sent out to members and prospective members when certain events take place or are about to take place.

One of the main benefits of using this new feature is that it can help improve membership retention rates. This can be achieved by automating the process of reminding your members to renew their subscription or update their expiring credit card details, rather than letting them lapse and the membership ending.

Another important benefit of using reminders in MemberPress is that they allow you to automatically send out an email to potential members who didn't complete the signup process. This can be a great way to reach out to those who had second thoughts at the last minute, faced difficulties during the registration process, or simply got distracted and went elsewhere before signing up.

While you can get a good overview of the new features found in MemberPress 1.1.7 in this post, today we will be taking a closer look at the newly added reminders feature of MemberPress. You'll also get a step-by-step guide to implementing this new feature so you can start using it today to improve your WordPress membership website.

What are Reminders in MemberPress?

As mentioned, the newly added reminders feature in MemberPress allows you to use triggers to send out automated emails to your members and prospective members who abandoned the signup process before completing registration.

Each trigger has its own email template that is sent to your users. The email templates can all be customized to meet your needs. They can each be personalized using the selection of available placeholders. The time intervals of when the emails are sent can all be customized too, making this a very flexible feature that can be fully adapted to meet your needs.

There are a number of reminder types, or triggers to choose from, and you can set the emails to be sent before or after the events take place. The supported reminder types in MemberPress 1.1.7 include:

  • After a member signs up
  • After a member abandons signup
  • Before a subscription expires
  • After a subscription expires
  • Before a subscription renews
  • Before a credit card expires
  • After a credit card expires

As you can see, these are important instances that can greatly benefit from automated reminder emails. Some added benefits for your WordPress membership site can include increased signup rates and improved membership retention. This is thanks to the new ability to seamlessly intervene with an automated reminder when a potential membership-ending event is on the horizon.

How to Create Automated Email Reminders in MemberPress

As with the other features of MemberPress, setting up a new reminder on your membership site is very straightforward.

From the Reminders item on the MemberPress menu on your site's admin dashboard, you can view any existing reminders and create new ones.

MemberPress Reminder Menu

When it comes to creating a reminder, the first step is to choose from one of the seven triggers listed above, and then set a time-frame for the reminder email to be sent.

Selecting a Trigger Event

The names of the triggers are very self-explanatory. However, it's worth taking some time to think about how you can use them to best meet your needs and the needs of your members.

For example, using the “after signup abandoned” trigger to send an email to any prospective members that didn't complete the signup process is a great way to follow up with those visitors automatically. This gives you the opportunity to not only remind them to complete the process, but also ask them if they had any difficulties or last minute objections preventing them from registering.

Once you are ready to create a reminder, the first step is to click on the Add New button. From the Add New Reminder screen you can then choose a trigger event and set the time interval to wait before sending the email.

Add New Reminder Trigger

The next step is to then configure the reminder email, including who it will be sent to and what its contents will be.

Add New Reminder Emails

The main options here allow you to determine who will receive the email — the member, the admin user, or both.

One of the benefits of being able to send the email reminder to the admin user on the membership site is that it not only gives administrators a notification that a potential member didn't complete the registration process, or that a member's card details are expiring, but it also allows the site manager to manually intervene should they wish to. As the email they receive includes the member's details, they can choose to also send them a follow up email directly or contact them via other means.

This can be a great way to provide personalized service to your members, especially in the early days of your membership site when you can take more time to really interact with your founding members, get important feedback, and forge better connections with them.

However, if manually intervening isn't something you are planning on doing then the reminders feature is more than capable of following up on an automated basis on your behalf.

Editing the Email Templates

Out of the box, MemberPress includes an email template for each of the triggers. However, once you've chosen who will receive the email reminders, the templates can be edited to meet your needs.

Reminder Email Template

As you can see, you get access to the WordPress editor to craft your reminder emails, allowing you to format and style them as you would a post.

The selection of placeholders allows you to insert content and links into your emails that are personalized for the recipient. This makes it very easy for you to insert the member's name and a link to the login page directly into your reminder emails.

Reminder Test Email

At any point you can send a test email to see how the message will appear when it's received by your members. Once you are satisfied with the reminder you can save it by pressing the Publish button.

It's worth pointing out that you can create multiple reminders for your website, including more than one reminder for each trigger. This is great as it allows you to send a series of follow up emails for the same trigger, such as an expiring card reminder one week and then again one day before the date of expiration.

Managing MemberPress Reminders

Once you've created at least one reminder, you can review it from the Reminders screen.

View Reminders

From there you can view, edit, or delete any of the existing reminders that are active on your site.

Final Thoughts

That about wraps up the new reminders feature of MemberPress. As you can see this is a very easy to implement feature of MemberPress that can have a real positive impact on your membership website.

As reminders can both help improve signup rates, and increase the length of a membership period, they have the potential to be an easy way to generate more revenue from your membership site, without taking up any more of your valuable time.

If you have any questions about the reminders feature of MemberPress, please leave a comment below.

Categories: How To
About Joe Fylan

Joe uses WordPress to create websites of all types and loves sharing his experiences of using this software with other users. If you need a steady stream of great content for your website, or you want the latest WordPress news and reviews check out his writing services and WordPress blog.