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Lesson 5 – Part 4 – Configure Autoresponder and Emails for Paid Registration

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The next thing we are going to do is create a new list. And we’ll create the new list and actually what you have here are a couple of choices and this is what we are going to do. First of all we are going to have an email set up here for each course that somebody can take. You could just have this free registration and a premium registration and use the email system to contact all your premium members with the same email.

But if we split it up and we have one list for each level of membership that gives you a chance to send out emails specific to a membership. For example, if you’ve got a course where you are using your autoresponder as part of that course maybe you are sending out some reading materials for each course or maybe in fact what you are really doing is you are making the course material progressively available by sending them a new link each week or something like that. You can use your autoresponder for that purpose.

Create a Membership Website – AWeber Configuration

So we are going to create one for each of our membership levels. In this case this is going to be BYOBtut-member and then this is “the list for the How To Create A Membership Website course”. We’ll keep that contact information the same, we’ll go ahead and pick this notification as we’ve seen it. Go ahead and save those settings.

So the next thing is again the company branding. We are just going to say company name is, put in the website URL, and email signature. I think I want more window open. My new window open is going to be my free member and I’m going to look at my list settings, personalize, there is my email signature. We put that there ad so go ahead and save settings. So far it’s very much the same.

We go to the confirmed opt-in and we are going to turn the required opt-in on web forms off. So required opt-in isn’t required here. We are still going to go to that same thank you page and we are going to save these settings.

And then we’ll go to our web form and create a new web form and under my templates we’ll use this free signup. Okay we’ll load that, except it’s going to be instead “signup for the Create A Membership Website course email list”. The reason we are doing this is because this is really a fallback if somebody opts-out and then realizes they opted-out and want to opt back in, otherwise they are automatically signed in to this thing when they make a purchase they’ll be signed in. We are simply giving them an opportunity with this to re opt-back in if they chose to opt-out at some point.

So we go ahead and save the web form and then we are going to come over to our settings. This is going to be The Create A Membership Site form and we’ll go ahead stay on the current page, and save that web form. And then we go to publish, we’ll install the form on the site and copy that. We go to our dashboard, we go to pages and we find this page that we created last time – actually we don’t have it here yet.

Create a Membership Website – Add Form to Register Page

And so what we’ll do here under our products then is to add a new page and we are going to put it in that page. So how to Create a New Membership we will create Add New Page “signup for the mailing list”. We’ll put that java script there. We are going to make it a child of How To Create A Membership Website then we say Publish. In fact I made one mistake on our free thing here which I’m going to come back to in a minute.

And so if we want to see what this page looks like now we can view the page. And there’s our little signup form, signup for the mailing list. So we’ve got that installed. Here’s the one we are working on right now so that was our web forms. Now that we have put it on the site the next thing to do is to create our follow up email and again it’s the same thing. We’ll say welcome to The Build A Membership Website course and here’s where you’d put that information.

You put your welcome text and then we’ll just go ahead—this is in the wrong place it should be under Member and it’s not follow up 2 it’s follow up 1. You have to watch that because we were under the current list and so we create a follow up 2. “Welcome to The Build A Membership Website course”. We paste that information here and we can essentially do the same thing that we did before. Copy and paste in plain text, wrap long lines, and save the message.

You know how to fill that out the confirmation form so we are just going to go ahead and save this for the time being. This shows us being 75% complete. And so we’ve got our Create our main registration page, we’ve already got that going, we’ve got our thank you page, we’ve got our membership dashboard page and then we’ve just created here in this lesson that mailing list signup page. So we have all these things done in this part of the checklist.

Create a Membership Website – Create an Aggregate List and Add a Rule

Now under AWeber we’ve created a list, we did our opt-in form, we did our opt-in confirmation, we did our redirection upon confirmation, we did our configure the follow up email. Now we have three other pieces we have to do; we have to create the aggregate list, create an automation rule and then create an email parser. Creating an aggregate list you would do if you want to have a list that everybody is added to whether they are free or paid.

For example, almost all the emails you get from me you actually get from my general membership list. And everybody that joins the site even though I add them to specific lists based on their membership level I also add them to this aggregate list. So that’s what we are going to work on right now.

Rather than creating a new list I’m just going to use this existing list that I’ve got, my prospect list. And I’m going to go to automation and what I’m going to choose is Subscribe to the BYOB tutorial prospect list when a lead subscribes to the free list. I’ll save that automation rule and then also subscribe to the BYOB tutorial prospect list when lead subscribes to the member list.

And so now when somebody does a free signup it automatically adds them to the free signup list and to the overall list. And if somebody signs up for the member it signs them to the member list and for the overall list. And so this is where you can have one list where you send all your emails that you want to get to every single member and then you can save these lists for emails that are specific to the members that are on that list. So that’s setting up the aggregate part.

Create a Membership Website – Create an Email Parser

Then finally what we need to do is set up an email parser. The purpose for the parser is connecting it to WP eStore because this is the tool that WP eStore uses to create a new member on this list when they make a purchase.

So scroll down here and actually I have a custom parser already set up. What you do down at Custom Parsers is to Add New then we are going to give it a name of WP eStore2 and save it. But then we’ll go look at WP eStore or the main WP eStore so that you can see what it looks like. So here’s the description of WP eStore. The trigger rule here is when the email comes from then you want it to decode both email and name, match the email inside the body and store it in email and match the name inside the body and store in name.

And essentially what happens is WP eStore, unbeknownst to you, will send an email back to AWeber from me which in this case is Rick/@BYOBwebsite/.com.  When the email is from this address then it will take the email that’s in the body of that and put it in the email in the list and will take the name in the body of this and put it in the name.

And then we want to enable the parser for all lists in this account and hit Save. So now the email parser is configured and if you come down here you can see that there’s a link Configure WP eStore to work with AWeber. So you can select this link and see what AWeber says you have to do.

Plus you can go to Tips and tricks HQ and see what they say you should do. Essentially what they say you should do is exactly what I’ve shown you, which is that little email parser that will be automatically applied to every list. So go ahead and hit Save. And you know that it’s working on the list when there’s a little checkmarks beside it on that list. So for example BYOBtut free, it’s working. Let’s see whether it works for member. You can see it’s checked here. If it wasn’t checked here it wouldn’t have been in working for it.

Create a Membership Website – WP eStore Configuration

The next part of this is configuring WP eStore to deal with this paid membership. So we’ve got AWeber done and now we come down to WP eStore. We need to configure our transactional receipt email and then our site wide autoresponder settings, our autoresponder settings per product and then our email directions per product, if we are going to have some.

So we come back over here WP eStore. Go down to settings and so number one is configure the transaction receipt email. That’s on the general settings tab here and we scroll down here to this, email settings. This is where you configure that and so the from email address is going to be, in my case, Learn to Build a Membership Website but it needs to be not but it’s going to be And then we’ll say thank you for your purchase. And if we wanted their first name there, we could take this first name tag and place it. So first name, thank you for your purchase. Then it says dear first name and last name thank you for your purchase, this is the product details.

This says Any items that to be shipped or processed as soon as possible or any items that can be downloaded using encrypted links below. Actually none of our items can be downloaded so we are going to remove this. What we are going to say instead is “the details of your purchase are below, thanks for joining our site” and then Rick Anderson, WordPress Trainer etc.

We are going to come back to this in just a minute with some additional stuff but we’ll let it go for the moment. So there’s our main email that goes out when somebody makes a purchase. And then we want to be notified so I want to be notified at and then the name of this is notification of product sale. I’ve become quite fond of seeing that so I’m going to leave it as it is.

You can change it to whatever you want it to be. You don’t really need to configure this much for yourself because it doesn’t really matter to you. What really matters is that you see that you’ve got a payment here, that’s what is really important. We’ll go ahead and update those options and while we are at it, let’s do our autoresponder settings. What we want to happen, in case we forget to set this up properly for products, if a product doesn’t have an AWeber list to signup then we want to automatically sign them up for something if they make a payment.

In this case, the one we want to automatically sign them up for is the email list, that was this one here the BYOBtut-prospect list. This is where we are putting everybody else so that’s what you want to put in this place right here. It should be So there’s our list name and this is going to send an email to this list with information about the person who paid and they will automatically be added to this list. So you can hit Update and there’s our global setting.

Now we need to configure the product specific settings so if we come back here to manage products and we are working on membership products and that’s product number 2, we go ahead and say Edit. And then under Additional Product Details if we scroll down here, no it’s under Autoresponder Settings. Here is where we put the list name that we want people who make a purchase. We want them automatically added to this list in this case that is

We want them automatically added to this list and then our product specific instructions to buyer, here’s what we can say things that are very specific that would show up in that receipt email. For example we could say “we hope you enjoy the How to Build A Membership Website course. Please make sure that you ask any questions you may have in the Build the Membership Site forum”.

So this is clearly specific only to that product. Then what we do is we take our product specific instructions, we take that little tag right there and copy that. Go ahead and save the product and go back to our WP eStore settings. Come down to the buyer’s email and then we put that product specific directions right here directly under product details and that will add that paragraph of text to this email. It will add the paragraph of text for each specific email based on that membership. So the instructions for the How to Build A Membership Website will be different from the instructions of How To Build A Multi-lingual Website.

And that’s how you customize this email. So update those options. And so now we have our WP eStore settings set up for our paid member. If we look at our checklist the very last thing we have to do is create a membership level which we’ve already done for that level. We’ve created a prompt to complete your registration email this is something we have not done yet. We have done the complete your registration email and we are skipping the site wide autoresponder settings.

Create a Membership Website – WP eMember Configuration

So we come back over here and go down to WP eMember, we go to settings and then look at email settings. Here’s our prompt. Email address is Learn to Build a Membership Website. The email subject again is going to be first name then “complete your registration here”. And then it’s just going to say “thank you for joining us please complete your registration by visiting the following link”.

You can give them any kind of information you want but it’s good enough for that to be the subject so long as they get this registration link in here. And so we’ll go ahead and say Update Options and now they are going to get this email when they make a purchase. This email is this one right here; it is this registration link email that encourages them to finish their registration.

Now under our paid list we’ve configured the transaction receipt and the notification of product sale, we wrote our first follow up email and we checked off the admin registration in AWeber. We just finished the prompt to complete registration, the registration confirmation email is the one we did earlier and admin notification registration we also checked off.

So now we have completed a full cycle so that this process is going to go smoothly when somebody tries it. Next week we are going to learn how to set up a PayPal sandbox so that we can test taking money and the entire process. We’ll see what it looks like in PayPal and what the follow up emails look like and make sure all the permissions are being properly set. Everything associated with that we are going to be testing next week and it will only require a PayPal sandbox system so we don’t have to spend money on it we can pretend to use money in the sand box.

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