Savvy business owners who aren't tech whizzes, and aren't willing to spend a fortune on an IT team, know an important internet secret…
They know that the WordPress platform, which was mostly known for hosting blogs, has become one of the most popular content management systems out there.
WordPress lets you manage your own website without having to know any technical programming languages.
Many companies have their website running on WordPress, and they get their own hosting so that they can take advantage of all the customizations that are available on a self-hosted WordPress platform.
Another big reason companies create their websites with WordPress is because there are a wealth of plugins options. Plugins give you the most flexibility possible in the features and software you want to use with your website.
WordPress did all small businesses a huge favor by lowering the bar of tech know-how for small companies that want to have a clean, well designed web presence without spending a ton of money.
Table of Contents
- Combining Two Systems With A WordPress Plugin For Infusionsoft
- Make the Most of Your Membership Site With WordPress
Combining Two Systems With A WordPress Plugin For Infusionsoft
There are ways to use Infusionsoft without a WordPress website, and you can find out more in our CustomerHub Infusionsoft membership site review here. But chances are, you'll want to integrate your Infusionsoft application with a WordPress website because it gives you a ton more flexibility and features.
There are just a handful of WordPress plugins that help you integrate Infusionsoft with your WordPress site, but some of them have drawbacks and might limit the way you integrate with your CRM platform.
You've got “jack of all trades” membership site plugins like Wishlist Member, OptimizeMember, and Zippy Courses.
These WordPress plugins may work for some business owners, but they aren't truly integrated with Infusionsoft at a level that can save you time and make you more money.
They also don't offer the best user experience for your customers.
Then you've got the Infusionsoft specific plugins like iMember360, Memberium, (or PilotPress for Ontraport). These plugins tend to have tighter integrations… which means that you can use information from your CRM like which tags certain users have.
But before we go deeper into the different types of tools to consider, including our very own AccessAlly plugin, let's address why integrating deeply with your CRM is such a good idea.
Let's face it, the whole process of choosing a membership site option can be frustrating and time-consuming. It may make you want to abandon Infusionsoft or WordPress altogether, but hang in there because the benefits of doing your research and choosing the right platform outweigh the costs!
Automating Your Sales and Marketing with Infusionsoft
If you want to be able to automate your sales and marketing on your website by tracking leads and conversion rates, Infusionsoft is such a valuable tool to have.
Repeat business is key as you grow your customer base, and keeping the customers you already have happy is always a top priority. You have to be able to keep track of your customer database and keep it well organized so you can access it at any time in your work day.
Ideally, you'll want a tool like AccessAlly that can handle customized workflows and special access based on what your customers have said yes to, and how they're progressing through your e-courses.
Infusionsoft was recently featured in Huffington Post's article, “Most Recommended Marketing Tools by Pro Bloggers,” by Jonha Revesencio, who said,
“Infusionsoft is a great platform to organize contacts and automate marketing efforts to help you save time and increase sales in the process.”
A seamless integration of Infusionsoft and WordPress will help you save valuable marketing money. This is especially important for entrepreneurs that are working hard to launch their small businesses and keep them going long enough to start seeing their profits take off.
The truth is, the less time you have to spend managing your website and coming up with solutions, the more time you can spend doing what you do best, serving your customers, improving your products and services and making a name for yourself in the community.
WordPress Plugins for Infusionsoft: The Trial and Error Years…
Over the past few years, we've experimented with a bunch of different WordPress plugins to meet our needs… and it wasn't always a pretty process.
Luckily, now we can save you the time and trouble of experimenting with different plugins and share with you what painful weeks and months have shown us.
Some of the plugins we tried had the unfortunate side effect of slowing down our membership site, and they even maxed out the number of users we could have logged in at the same time…
Some of the plugins are going to require you to personally help your customers when they need to make basic changes to their memberships on your site, which is the complete opposite of the automated marketing solution you were hoping for.
Other options will really limit your template choices, which means you may feel like you have to sacrifice style and design for efficiency.
If you're not careful, the wrong plugin can take you from hoping to avoid the expensive prospect of hiring a web team, to becoming a do it yourself IT specialist full-time when all you really want to be doing is growing your business, not answering frustrated emails about your website.
That's Where AccessAlly Comes In…
We encountered all of these problems and more, but we hope that our efforts will keep you from having the same frustrations. Like you, we like to find ways to make everyone's life easier!
When we see a problem or a need that's not being addressed, we roll up our sleeves and create a solution. In this case in the form of a WordPress plugin for Infusionsoft, called AccessAlly.
You don't want to be a guinea pig for someone's plugin, and we wouldn't expect you to be, so we used AccessAlly, our Infusionsoft WordPress plugin, on our own sites first. We tested the plugin extensively for over a year before deciding to release it to the public (due to popular demand).
We made sure that AccessAlly allowed our users to change their own passwords, access all of our courses in programs from one place with a single login, and see a display of their upcoming payments and past invoices, which meant a whole lot less customer service questions coming to us through email.
We also made it a priority to be able to use any WordPress template we wanted, have new user emails sent out automatically with login information, automatically create tags, and use every kind of media on our site. It isn't enough that we have the best Infusionsoft integration for WordPress, we won't stop innovating and adding features.
Which is important, because Infusionsoft is committed to changing the way small businesses grow.
There is no question they will continue to add features to Infusionsoft, so a WordPress plugin that doesn't offer updates that coordinate with Infusionsoft updates will quickly become outdated and leave you back at square one, searching for a better plugin while juggling all your other important business roles.
The same is true for this Ontraport membership plugin.
Using Infusionsoft Your Own Way
We are inspired by ways that small business owners use Infusionsoft to make their lives simpler.
Just like the advice given by Patrick Conley of Automation Heroes in the Time article, “9 Ways to Take Your Networking to the Next Level” describing how he makes the most of his organic connections and turns them into digital data,
“We collect tons of business cards at nearly every networking event we attend. To help us manage this, we use a new app from Infusionsoft (our CRM system) that allows us to scan the business cards on our iPhones and import them directly into our CRM database while also keeping notes about our interactions. It eliminates the paper clutter and helps us keep great records.“
Whatever it is you most love using Infusionsoft for, you shouldn't have to fight against software that was designed to help you. You shouldn't have to give up on features that you love just to keep things from breaking or becoming too complicated for you to manage yourself.
You shouldn't have to waste days, weeks or months of your business time experimenting with different solutions when you could be using that time to productively expand your business.
Make the Most of Your Membership Site With WordPress
Plus, with AccessAlly we will help you make the most of your Infusionsoft experience without asking you to risk anything. We've got a 30 day risk-free guarantee, as well as technical walkthrough videos that will help you understand the software inside out, so you don't miss out on any features that could benefit your business.
Plus, if anything still ends up throwing you for a loop, no worries, because we offer incredible support that will help you out along the way.