User Manual
Overview

MemberMouse

Integrate Drip with MemberMouse, a WordPress plugin for managing membership websites.

Once you've installed and configured the plugin, a customer profile will automatically be created in Drip whenever a Member is added to MemberMouse. Additionally, the following events in MemberMouse can be used to trigger actions in your Drip rules and workflows:

  • Member Added, Member Account Updated, Member Status Changed, Member Deleted

  • Membership Level Changed

  • Bundle Added, Bundle Status Changed

  • Product Purchased

  • Payment Received, Rebill Payment Received, Rebill Payment Failed, Refund Issued

Install and Configure the Plugin 

 

  1. Download the MemberMouse Drip Integration plugin and save it in a location on your computer that you can find later.

  2. Install by logging into your WordPress site as an admin. Then go to the Plugins menu and choose 'Add New' on the top of the Plugins page. Follow the prompts to install and activate the MemberMouse Drip Integration plugin.

  3. Once activated, to configure the integration you can choose the MemberMouse Drip Integration plugin ('MM <> Drip') from the WordPress menu. You can also go to your Plugins page, find MemberMouse Drip Integration plugin and click on 'Configure'.

  4. Now you'll need to locate your Drip account ID. This can be found by logging into your account on Drip.com . Then go to your account settings by either clicking on your Account Name or the Navigation Menu icon > Accounts.

  5. At the bottom of the Account > General Info page in Drip, you'll find your Account ID.

  6. Copy this ID and paste it into the Account ID box in the MemberMouse Drip Integration plugin setup page. Click 'Update' to save this information.

  7. You'll see a confirmation that the integration is active. MemberMouse is now sending data to Drip anytime these events occur:

    • Member Added, Member Account Updated, Member Status Changed, Member Deleted

    • Membership Level Changed

    • Bundle Added, Bundle Status Changed

    • Product Purchased

    • Payment Received, Rebill Payment Received, Rebill Payment Failed, Refund Issued

  8. At this point, a new profile will be automatically created in Drip for every new Member added in MemberMouse. This profile stores the information sent from MemberMouse as a combination of Drip Primary Fields and Drip Custom Fields. The Custom Fields can be used to create segments in Drip as well as used in your Workflows and Rules.

    The Drip Primary Fields include the following: First Name, Last Name, Email Address and Phone

    Based on whether this information is collected by you through MemberMouse, the Drip Custom Fields can include:

    • Member ID

    • Days as Member

    • Membership Level Name - This is the name of the membership 

    • Membership Level - This is the Membership ID

    • Registered - The date of account creation

    • Status Name - This is the status of their account written out, for example 'Active' 

    • Status - This is the Status ID, for example 'Active' = 1. A complete list of these status IDs can be found in Member Status Lifecycle.

    • Username

    • Billing Information - Address, City, Country, State, Zip Code

    • Member Information

 

Set Up A Rule

MemberMouse Rule

To trigger a specific action in Drip based on the information that MemberMouse is sending (besides profile creation when a new member is added), create an automation in Drip. MemberMouse triggers are available in both Workflows and Rules in Drip.

Once you've created a Workflow or a Rule in Drip, you'll choose 'MemberMouse' as the trigger provider and choose the trigger event (ie Member Added, Bundle Added, Product Purchased, etc.). Then you'll define the action to take in Drip.

For example, create a Rule to tag new members in Drip: 

  1. Go to Automations > Rules 
  2. Under What should trigger this rule? Select Membermouse > Member added
  3. Under What actions should we perform? Select Apply a tag > Customer
  4. Click Save Rule 
  5. Click Draft > Activate 

A “Customer” tag will be applied in Drip when there is a new member in MemberMouse. 

Set Up A Workflow

Here's an example of a Workflow in Drip using Custom Fields. This Workflow will add new members to different onboarding campaigns based on their membership level.

  1. Go to Automations > Workflows and Add a New Workflow

  2. Click on Define your trigger... and select MemberMouse > Member added > Update Workflow

  3. Click on the + to add a second step

  4. A box will pop up asking What kind of step would you like to add? Select Decision

  5. Under Include people based on... select Custom Fields. Choose your custom field, in this case membership_level_name is Builder. (A dynamic list will appear as you start typing.) 

  6. Click Update Decision

  7. Add an action step under the 'Yes' path and one under the 'No' path. Under What kind of step would you like to add? Select Action

  8. Select Drip > Send a one off email, and write and design your email

When you've finished building the Workflow and are ready for it to be live, click Start Workflow to activate the Workflow.