Synchronize Up for Level Up to Boost Member Communication Campaign Refinery + Member - WordPress Membership plugin - Membership Sites

Dec 21, 2023

The Sync Up process allows you to level up your communications Refresh Member Communication Member + Campaign Refinery

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

  Reader Disclosure

                 Improve the quality of your communications to members by using Member as well as Campaign Refinery! Make every click-through be a hit with your customers and witness engagement rise. Read on for practical tips and top practices.        

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Every interaction counts. It's as true when you're on your membership website the same way it is in the grocery department.

How you interact with your clients (and whether you engage with them with them at all) is central to the level of engagement, loyalty and their likelihood to decide to invest more in your products and services.

After a customer signs up with their email address, you have a immediate contact with them that has the potential to grow that connection and guarantee an better lifetime customer value.

With the Membership, Campaign Refinery integration, you can realize that potential using targeted, individualized messaging.

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

Additionally, I'll provide additional scenarios in which you could use Integration of Member with email for accurate and efficient member communications.

After reading this post, you'll be able to utilize email segments in order to increase sales, upgrade as well as engagement with your customers.

From the first click to a lasting effect, you can orchestrate 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 Mechanical Mechanics: Seamless Synchronization

The basic idea behind this integration allows you to make decisions based on different user actions that are recorded in Member.

Below is the complete list of actions that can trigger an add or remove tag automation in Campaign Refinery:

  • added: When a member becomes a member or joins the level of membership.
  • Cancelled:When a member stops or does not pay the level of their membership and does not longer has access to their protected information.
  • Uncancelled:When a member rejoins a membership level after cancelling or completing a bill rebilling transaction after it was cancelled.
  • Expired: When a member's membership is expired following an initial trial or a one-time payment.
  • Unexpired:When the member joins a level by renewing membership prior to the expiration date.

Every one of these events can trigger specific automations. This isn't just about tracking the movements of members, but also reacting to these to the most appropriate manner that is possible.

The Advantages: Precision and personalization

Target with dart in center

        What do these mean in terms of communications for members? Precision. Personalization. Impact.

When you segment your viewers based on these automatically generated tags, your emails are able to reach more closely to the heart of your audience. Instead of just broadcasting data it's conversations that are that is tailored to each member's particular preferences and journey.

Let's get started! (It's Easy!)

Activate The Integration

Activating this integration is a piece of pie. In your WordPress dashboard, go to Member Settings > Integrations > email providers and Campaign Refinery.

Activae Campaign Refinery Integration

When the dialog box appears you can click on the slider and enable Campaign Refinery.

Paste the Campaign Refinery API Key from your Campaign Refinery account and you're all set! Two tools that are powerful, synched up and ready for action!

Leveraging Keywords: Automated Engagement

This is where the fun begins. Through the account you have created in your Campaign Refinery account, you create tags that classify members according to their behavior within the Members.

Campaign Refinery Tags

When they're joining a different stage, cancelling their membership, or coming back after an absence, every action is assigned a specific tag. This configuration allows for extremely focused and effective methods of communication.

Imagine you have three members within Member: Bronze, Silver, and Gold. You then create 3 corresponding tags within Campaign Refinery so that you could send out emails only to those who are with the tag "Gold", for example.

In this scenario it is possible to create automated processes that create automations to to the bronze tag in Campaign Refinery when a member is accepted to your Bronze level, and then add the Silver tag once they sign up to your Silver level, and then on and so forth.

Additionally, you may automatically eliminatethese tags when a person cancelstheir subscription and terminates their membership.

If you are in this situation, you can also includea brand new "Cancelled" tag to Campaign Refinery to target these ex-members in a reengagement campaign.

These scenarios will be discussed in more depth later.

The Outcome: Targeted Communication

When these tags are set and tags in place, the possibilities for communication are endless. You can reach out to members who've recently cancelled by sending messages specifically designed to get them back. You can also nudge lower-level members with compelling reasons to upgrade.

It's all about forming a dialogue that feels personal and directly pertinent to the individual's personal experience.

"The Big Picture: Beyond the Click

The integration goes beyond a technological setup. It's a strategy for cultivating relations with your clients.

Stay tuned as we dive deeper into how you can utilize these features to do more than only communicate, but to communicate with your friends in an authentic way.

3 Strategies to Increase Member Communication Using Member and Campaign Refinery

Now that we've set the stage by introducing our Member and Campaign Refinery integration, let's examine ways to leverage this powerful combination to boost your communications with members.

1. Encouraging Upgrades for Lower-Level Members

Upgrade

        Direct Approach for upgrades:        

Use the tagging system to distinguish members with lower levels, like "Bronze". Create and then create personalized messages to highlight the perks of higher tiers.

You can showcase exclusive benefits and testimonials or even glimpses of what the "Silver" or "Gold" levels offer. The goal is to paint a picture of what's missing, and making the upgrade irresistible.

Result-Driven Communication:
       Concentrate on the outcomes and the experiences that you have gained from upgrading. Tell success stories or cases of people who have upgraded and experienced tangible advantages. The approach transforms abstract benefits into tangible results, which makes an upgrade seem more desirable.

2. Reengaging Members Who Cancel

Reengage

        Targeted Reengagement Campaigns:        

In the event that a customer cancels, automatically tag them as "Cancelled" and initiate an individualized reengagement program.

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

        Personalized Following-Ups:        

Make sure to follow up with a personal message that shows understanding and value of their participation. Sometimes, just a quick email soliciting feedback or providing assistance can lead for reengagement.

3. Cross-selling to buyers of product

Cross sell

        Identifying Purchasing Patterns:        

Building a Community, Not A Customer Base

Group of people engaging with one another in conversation.

Each of these strategies go beyond the traditional communication with members. These are all about forming a family where every member feels heard and valued.

Focus on providing messaging that actually benefits your customers, increases their confidence in your service, and enhances their experience.

The Potential Of Email Segmentation: Black Friday Case Study

People sending and receiving emails on different devices

We'll look at the way one company hit the ball out of the park with its 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

This brand got creative and divided its audience into four categories: non-customers, past customers and existing customers who are lower-tiered and top-tier customers. Each group received emails crafted especially for them, based on the unique nature of their relationship to the company.

1. Non-Customers: Show and Tell

For folks who hadn't bought something yet, the company rolled out the red carpet. They highlighted the most appealing aspects about their offerings, along by glowing reviews. The idea was to turn the curiosity of customers into clicks, and then clicks to sales.

They also ran a competition through Raffle Press to enhance engagement and incentivize social spreading of the Black Friday offer.

2. Former Customers: Check at what's new

Past customers got a nudge about all the cool new enhancements and features. The aim was to rekindle their interest and bring people back.

3. Existing Lower-Tiered Customers: Sweet Upgrade Deal

The company offered a tempting deal to customers in lower tiers that they could upgrade to a more expensive plan for less than the cost of renewing the current one. It was a clever move to demonstrate the importance of higher levels for their customers.

4. The Top-Tier Customer There's More to Love

To the faithful customers of the top tier, it was all about cross-selling. The brand offered products to complement what they already had to ensure that the suggestions added real value to their already existing assets.

Results and Reflections

The targeted, thoughtful strategy really paid off. Sales, engagement, conversions all went up. Everyone felt that the brand was talking directly to them. That's a big win in the world of marketing.

Its Black Friday success story is a testimony to the wonder of getting your email segmentation right. Through a deep understanding of different customers' requirements and expressing their needs, this brand saw some incredible outcomes.

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

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

Throughout the course of this article, we've witnessed how combining Member and Campaign Refinery really steps up the member communication, providing new and innovative ways to connecting with your audience.

Combining the powerful features of Member and the dynamic capabilities for email of Campaign Refinery, you have the potential to revolutionize the ways you engage members.

Key Takeaways:

  • Tailored Communication:With automated tagging and segmentation, you can be sure that each message you transmit is relevant and personalized that resonates with every member's unique experience.
  • Enhance Engagement from re-engaging former members to enticing current ones to upgrade their membership or discover the latest products This integration allows you to make meaningful connections that drive the growth and loyalty of your members.
  • Measurable Results:The success stories, like the Black Friday campaign case study show the impact tangible of well-executed, segmented communication strategies.

If you've got any ideas or experience to share on member communications, or if you're excited about the possibilities, leave a message in the box below. We are always interested in hearing comments from our readers!

Also, don't forget that for more insightful information and tips on membership site management and marketing strategies, join our blog. Be sure to keep an eye out, be informed and continue to grow with each other.

Here's to your success in building a vibrant and engaged community!

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"We've tested a few other tools for membership that came as part of the packages we'd made a commitment to. However, nothing can compare to the Member. I know that there's a lot of cool things that users have built over the years. When it comes down to personalization, if your are using WordPress there's no way to alter this. Obviously, I'm super biased, however we've earned millions of dollars because of this product."

Tristan Truscott                        Satori Method                                                                                                                                     I've added Member] to the top of my list of options for people. The new Member is a mighty package! And the price for Member is a great bargain.

Chris Lema                        LiquidWeb                                                                                                                                     Member is integrated with tools I'm currently using. And they're so eager to connect with the new the new tools coming out. It's incredible how they accomplish this. If I had to purchase an membership-related plugin this day... I would go with Member. I would go with Membership.

Adam Preiser                        WPCrafter