MemberPress Drip – Tags Version

Description

This advanced email marketing and CRM platform includes email capture forms, broadcasts, great templates, autoresponders, tagging, advanced email automation workflows, and basic lead management.

Drip takes your data and gives you recommendations to help your business grow. Get easy analytics that help you understand your ROI at a glance, powerful automation tools, and flexible segmentation out of the box.

Step 1 – Install the Drip (Email Marketing Platform) Add-on

In your dashboard, head to the MemberPress menu > Add-ons, and click to install the add-on. It will be automatically activated, and you’ll see the Drip integration available in the “Marketing” tab of the MemberPress Settings page.

MemberPress Drip – Tags Version

Step 2 – Input the Drip API Token

Find your API Token in the Drip Dashboard > Settings > My User Settings > API Token. Copy and paste the token into the MemberPress Drip options.
drip_api_token

If everything checks out, you should see the green “Ready!” message
drip_green_ready

Step 3 – Choose Your Drip Account

Choose the Drip account you wish to associate with your website
drip_choose_account

Step 4 – Enter Your Global Tags

MemberPress will add these Tags to all new subscribers. However, the Tags will not be added if the member did not check your opt-in checkbox when signing up. If you’d like to set up special Tags for each Membership level (strongly recommended), follow Step 5 below.
drip-global-tags

Step 5 – Per Membership Tags (Optional, but STRONGLY recommended)

The power of this integration comes from your ability to add specific Tags for each Membership level. MemberPress will automatically add the tags in your “Active Tags” field to the subscriber when they are active on the Membership. It will automatically remove the “Active Tags”, and add the “Inactive Tags” when the member is inactive on the Membership.

So in essence, these two Tags fields will toggle on the subscriber’s account based on their membership status.

This is a great way to segment your subscribers in your Drip account and set up marketing automations based on the tags.

To set per-membership tags, simply go into the MemberPress menu > Memberships > Edit, then go to the Membership Options > Advanced tab. You will see something like this:
drip_membership_advanced_tab

A subscriber’s activity may look something like this in your Drip dashboard:
drip_subscriber_activity

Recap

MemberPress will add the Global Tags to all subscribers unless they did not opt-in during signup. Global Tags are never automatically changed once set. MemberPress will, however, automatically add/remove Membership-specific Tags based on the member’s current subscription status on that Membership. You can then utilize this automatic tagging behavior to create automations in your Drip account for your subscribers.

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