Paid Memberships Pro gives you all the tools you need to start, manage, and grow your membership site. The plugin is designed for premium content sites, clubs/associations, subscription products, newsletters, and more.
Setup Process
Step 1. First, you must go to Plugins → Add New Plugin → Look for Omnisend for Paid Memberships Pro Add-On. Install and activate it.
Step 2. It should be active along with the original Paid Memberships Pro plugin.
Step 3. Go to WordPress Settings → find Paid Memberships Pro → there you can find consent collection setting. It behaves in the following way:
If consent collection is disabled (no checkbox showing while subscribing to be a member) → contacts will be passed as subscribed.
If consent collection is enabled, but not checked during filling the form → contacts will be passed as unsubscribed.
If consent collection is enabled and checked → contacts will be passed as subscribed.
What Data is Passed
When you register for a couse or membership, such data will be passed to your Omnisend account:
First name;
Last name;
Email and email opt-in date;
Phone number and SMS opt-in date;
Address;
Tags;
Wordpress_roles and membership_level are being passed as custom properties.
Setting Up Your Membership Program
Step 1. You should already have membership levels and payment methods set from when you activated the original Paid Memberships Pro plugin.
These are the steps on how to use Test Payment Gateway if you'll be using it too.
Step 2. Next, you should go and check your membership pages, which were automatically created upon activating the above respective plugins. They will be also already filled with needed blocks, but you can edit them if required.
Don't forget to click "Save" at the end when done.
And done!
For any additional information on Paid Memberships Pro features, please check their help docs.
How to set up automation
You should create segments based on membership custom property as following:
Then create a custom flow:
Select "entered segment" trigger:
Select desired segment and after all other parts of the flow are set up, make sure to enable your automation.
For other in-depth questions on this, please check our dedicated article.