The Sync Up process allows you to level up your membership to Boost Member Communications Campaign Refinery + Member - WordPress Membership Plugin - Membership Sites

Dec 21, 2023

Synchronize Up for Level Up Refresh Member Communication Member + Campaign Refinery

Title image showing blue and purple soundwaves merging together representing the  Member Campaign Refinery Integration

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                 Improve the quality of your communications to members with Member as well as Campaign Refinery! Each click will connect with your users and witness engagement rise. Learn more about practical strategies and the best practices.        

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Every interaction is counted. That's the same when you're on your membership website as it is in your local grocery store.

The way you interact with your clients (and whether you engage with them at all) is central to their engagement, loyalty, as well as the chance that they'll invest in more of your products and services.

When a user sign-ups with an email address, it is a a direct line of communication that has the potential to grow that relationship and ensure the better lifetime customer value.

By integrating the Member, Campaign Refinery integration You can tap into that potential using specific, targeted messages.

Read on to find out how segmented email marketing made a brand experience an 30% increase on sales during the Black Friday campaign.

There are other situations where you can use an integration of your email with Member to ensure efficient and precise member communications.

After reading this post it will be possible to use email segments to increase sales, upgrade and increase engagement of your members.

From the initial click to the lasting effects, plan the journey of engagement and improvement for each member. Let's tune up and get started!

Introducing the Member Campaign Refinery Integration

 Member Campaign Refinery integration

The Mechanism of Seamless Synchronization

In essence, this integration allows you to base your decisions on various member actions in Member.

This is the complete set of actions that may create an added or removed tag automation feature in Campaign Refinery:

  • Addition: When a member joins a membership level or is added to an existing membership level.
  • Refused:When a member stops or cancels payments to the level of their membership and does not anymore have access to secure information.
  • Uncancelled:When a member rejoins an account after cancelling or completing a bill rebilling transaction after it was annulled.
  • Expired: When a member's membership has expired after an initial trial or a one-time payment.
  • ExpiredWhen a member rejoins an account by renewing their membership prior to expiration.

Every one of these events can result in specific automated actions. It's not just about tracking member movements; it's about being able to respond to the most appropriate method that's possible.

Benefits: Precision, and Personalization

Target with dart in center

        What does this mean in terms of communications for members? Precision. Personalization. Impact.

By segmenting your email recipients based on these automatic tags, your messages hit more closely to the heart of your audience. In addition to broadcasting messages it's a conversation, that is tailored to each member's particular journey and needs.

Let's Get Set Up (It's easy!)

You can activate the integration

The activation of this integration is just a piece of pie. On Your WordPress dashboard, go to Member > Setup > Integrations > Email Providers > Campaign Refinery.

Activae Campaign Refinery Integration

Then, in the window that opens, click the slider to activate Campaign Refinery.

Copy your Campaign Refinery API Key from your Campaign Refinery account and you're all set! Two tools that are powerful, connected and ready for action!

Leveraging Tags Automatic Engagement

Here's where it gets exciting. Through your Campaign Refinery account, you create tags that identify members by their actions within the Member.

Campaign Refinery Tags

If they're signing up to a brand new level, cancelling their account or returning after a hiatus, each action is assigned a specific tag. This allows for highly targeted and efficient methods of communication.

Imagine you have three members in Member: Bronze, Silver and Gold. Then, you create three corresponding tags in Campaign Refinery so that you could send out emails only to members tagged "Gold" For example.

In this scenario it's possible to set up automations to create automations to your Bronze label into Campaign Refinery when a member joins the Bronze level of your organization, include the Silver tag once you welcome them to the Silver level and then on and so forth.

In the same way, you are able to automatically removethese tags when a member decides to canceltheir subscription and terminates their membership.

If you are in this situation it is possible to adda brand new "Cancelled" tag in Campaign Refinery to target these previous members for a re-engagement campaign.

We'll look at these scenarios further in the future.

The end result: targeted communication

Once these tags are in place, the communication possibilities are endless. The possibilities are endless. You can contact members who've recently cancelled using messages that are specifically tailored to draw them back, or nudge lower-level members with compelling reasons to upgrade.

It's all about forming a dialogue that feels personal and directly connected to every member's life.

"The Big Picture: Beyond the Click

The integration goes beyond a technical setup; it's an effective strategy to establish relations with your clients.

Be sure to check back as we go further into the ways you can make use of these tools to more than simply communicate, but also connect with your members in a way that truly matters.

3 Strategies to Increase Member Communications Using Member and Campaign Refinery

We've now set the scene by introducing this Member and Campaign Refinery integration, let's explore the ways you can make use of this powerful combination to boost your member communications.

1. Promoting Upgrades for members at lower levels

Upgrade

        Direct Method for upgrades:        

Use the tagging system to recognize members who are at the lower tiers, for example "Bronze". Create and then personalize messages that highlight advantages of higher tiers.

You can showcase exclusive benefits such as testimonials, exclusive benefits, or sneak peeks into what the "Silver" and "Gold" levels offer. The goal is to paint a picture of the things they're not and thereby making it irresistible.

Result-Driven Communication:
       Make sure you focus on the benefits as well as the experience of the upgrade process. Share success stories or cases of people who have upgraded and experienced tangible benefits. This approach turns abstract perks into actual results, making the upgrade more appealing.

2. Reengaging Members Who Cancel

Reengage

        Targeted Reengagement Campaigns:        

If a user cancels their account then, you automatically label them "Cancelled" and initiate a tailored reengagement campaign.

This program can focus on their potential reasons for their decision to leave, offer special incentives to re-join, or update them on updates or new content which could rekindle their enthusiasm.

        Personalized Follow-Ups:        

Send a personalized message which shows appreciation and respect of their participation. Sometimes, sending a short email seeking feedback or offering help can open the door to engage them again.

3. Cross-Selling to Product Purchasers

Cross sell

        Identifying Purchasing Patterns:        

The creation of a community, not Just a Customer Base

Group of people engaging with one another in conversation.

Each one of these approaches goes beyond traditional member communications. These strategies are about creating a sense of community, where each member is valued and heard.

Make sure you are providing information that is beneficial to them. It improves their trust in your service, and enhances their experience.

The Power Of Email Segmentation: Black Friday Case Study

People sending and receiving emails on different devices

Take a look how one company knocked the ball out of the park in the Black Friday campaign, boosting sales by an incredible 30% with smart email segmentation. This is an excellent illustration of what can happen when you do your member communications just right.

Strategy Overview

The company was able to think of a new approach and divided its audience into four groups which included past customers, non-customers, existing lower-tiered customers, as well as top-tier customers. Every group was sent emails that were tailored specifically for them and suited to the unique nature of their relationship to the company.

1. Non-Customers: Show and Tell

For folks who hadn't bought anything yet, the brand put on a red carpet. They highlighted the most appealing aspects about their offerings, along by glowing reviews. The goal was to transform curiosity into clicks and convert clicks into sales.

The company also launched a contest on Raffle Press to boost the engagement of their customers and to encourage share of their Black Friday offer.

2. Former Customers: Check What's New

Previous customers were informed about all the cool new features and updates. The goal was to reignite the interest of past customers and get people back.

3. Existing Lower-Tiered Customers: Sweet Upgrade Deal

The company made an appealing deal to customers in lower tiers: upgrade to a better plan at a fraction of the price of renewing their current one. It was a smart move to highlight the benefits of higher-tier plans for their customers.

4. High-end Customers"More to Love"

For loyal customers in the top ranks, it was all about cross-selling. The brand suggested products that complemented their existing offerings and made sure that these recommendations added real value to their existing assets.

Reflections and Results

This method of planning and targeting has paid off. Conversions, engagement, sales - everything went up. Everyone felt that the brand was directly speaking to them. This is huge in the world of marketing.

Its Black Friday success story is a testament to the magic of ensuring your email's segmentation right. By truly understanding different customer needs and speaking their language, this brand saw some remarkable outcomes.

Wrapping Up How to Make the Most of the Member and Campaign Refinery for Awesome Member Communications

A hand reaching for a smiling face indicating a positive review.

Through this post, we've observed the way that combining Member with Campaign Refinery really steps up your member communications, bringing new and innovative ways in interacting with your customers.

Combining the powerful features of Member and the dynamic capabilities of email in Campaign Refinery, you have the potential to revolutionize your member engagement strategies.

The most important takeaways

  • Tailored Communication:With automated tagging and segmentation, you can be sure that each email you send is relevant and personalized and deeply resonates with each person's individual journey.
  • Enhanced Engagement: Re-energizing members who have been in the past and entice them to upgrade or try new products This integration allows you to create significant connections that increase loyalty and growth.
  • Measurable Results:The success stories, like those in the Black Friday campaign case study illustrate the real-world impact of properly executed, segmented communications strategies.

If you've got thoughts or experiences to share regarding communication with members, or if you're excited about the opportunities, please leave a comment in the box below. We're always looking for feedback the opinions of our readers!

And don't forget, for additional advice and suggestions on member site management and marketing strategies, sign up to our blog. Keep an eye on us, keep up to date and grow together.

Let's celebrate your accomplishment in building a vibrant, engaged community!

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