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Integrate Checkouts Product With OptimizeMentor Membership

If you want to use OptimizeCheckouts to sell access to OptimizeMentor Memberships, the process is very easy. Just follow these steps (Step 1 and 2 don't have to be done in any particular order).  You can create your membership content and/or courses either before, or after you follow the steps below. The important pars are with simply connecting a product to your membership and being able to make sales. 

To make sales, we highly recommend using a sales funnel with our funnel builder which is something you can do after all of these steps are completed. 

Step 1: Create Your Membership in OptimizeMentor

To create your membership, navigate to "Mentor > Memberships" and create a membership. We have a full guide on this already at the following link: 

Step 2: Create Your Product in OptimizeCheckouts

To create your Checkouts Product, navigate to "Checkouts > Products" and click on "Create New Product"

Fill out all the details to create your product, then click the blue "Create New Product" button to save the product's settings. You do not need to put a Success Redirect URL if you are using the funnel builder (you can also enter it later)

The next screen will be the Pricing Information. Click the blue "Add New Plan" button to setup a pricing plan. You can create more than one if you need. Pricing plans can be either one time payments, subscriptions, split pay, or payment plans.

Please view the links below for videos that cover how to create the pricing plans:

Next, you'll select what payment gateways to integrate with. In the example below I have selected Test Mode so I can test the checkouts later, and Stripe for the Payment Gateway (You can also select PayPal). If Stripe is selected and you have Google and Apple pay activated, those options will automatically show on the checkout form. 

Follow the Guides Below on how to setup your Payment Gateways if you haven't done so already, or if you would like to add more.  You can use ALL the payment integrations on the same checkout form as well, and the buyer will choose which payment method they want to use.

Now click on "Integration Rules" and follow Step 3 below.

If you are following along form Step 2, just click on Integration Rules.

If you already have a product and want to link it to your membership, then go to "Checkouts > Products" and click "edit" next to the product you would like to link to your membership, and then click "Integration Rules."

Now click on "Add Rule"

Now just fill out all the details.

  1. Rule Name (Give a simple name to the rule)
  2. Trigger Action (Payment Successful)
  3. Integration Service (OptimizeMentor)
  4. Integration Action (Grant Access to membership)
  5. Membership Level (Choose the membership(s) you want to assign - you can choose multiple)

Then just click "Add Rule" at the bottom.

Now you'll see a summary of the integration rule after you have added it

Now that you have created your product, membership, and linked them with an integration rule, you are well on your way to launching your new membership. 

Now you may be wondering where to edit the emails that go out when someone buys the membership. Keep reading to find out below.

How to Edit the Membership Email Templates When Using Checkouts

When someone buys a product through OptimizeCheckouts and that product is integrated with your Membership from OptimizeMentor, the emails will come from the checkouts plugin. You may edit these by going to "Checkouts > Settings > Emails" like you see below

The Two Emails you will want to edit are "Access Credentials Email" and "Access Credentials - User Already Subscribed/Registered"

If you are testing the checkouts process and notice the emails are not being delivered, you may check our Email Troubleshooting guide and follow the steps there. In most cases, following our guide will help you solve most email issues. 

If you have any questions or need further help, please reach out to our support team and they'll be happy to help

Updated on June 6, 2023

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