The RIGHT Way to Set Up Membership Levels in Memberium (Avoid These Mistakes!)

Setting up membership levels correctly in Memberium is crucial for a smooth user experience and efficient automation. Many people make common mistakes when structuring their membership levels, leading to unnecessary complications down the line. In this guide, we’ll walk through the right way to set up membership levels in Memberium while avoiding common pitfalls.

Understanding Memberium Membership Levels

Memberium’s membership levels are based on tags from ActiveCampaign. This means you can control access by assigning specific tags to users, rather than relying on a rigid built-in structure. One of the great features of Memberium is that you can create these tags directly in Memberium without having to log into ActiveCampaign separately.

Before setting up your membership levels, take some time to map out the different tiers your site needs. Some common structures include:

• Free Trial (e.g., 3-day trial access)
• Premium Membership (monthly or annual access)
• Lifetime Membership (one-time payment for permanent access)

Once you’ve determined your levels, you can begin creating them in Memberium.

How to Create Membership Levels in Memberium

1. Navigate to Memberium Memberships: Go to your WordPress dashboard and access the Memberium membership settings.
2. Create New Membership Levels: Add your membership levels with clear, meaningful names. For example:
   • Free Trial - 3 Days
   • Annual Membership
   • Lifetime Membership
3. Ensure Tag Synchronization: When you create a membership level in Memberium, it automatically generates a corresponding tag in ActiveCampaign. You can check this by visiting the “Manage Tags” section in ActiveCampaign.
4. Include Suspension and Cancellation Tags: Checking the box to include suspension and cancellation tags helps automate processes related to payment failures or cancellations.

Best Practices for Naming Membership Levels

Proper naming conventions will help you manage your membership levels efficiently, especially as your site grows. Here are some tips:

• Use a consistent format such as Membership_Level_CourseName_Duration.
• Example: Membership_FreeTrial_CourseA_7Days
• This makes it easier to filter and organize tags in ActiveCampaign.

If you have multiple courses or different types of access levels, structured naming helps keep everything clear and avoids confusion.

Setting Membership Hierarchy

Membership levels in Memberium follow a hierarchy system. The higher a membership level is, the more access it grants. Here’s how to set it up properly:

1. Assign your lowest level (e.g., Free Trial) a priority of 0.
2. Higher levels (e.g., Annual Membership) should have a higher priority than the Free Trial.
3. The highest level (e.g., Lifetime Membership) should be at the top of the hierarchy.

By setting this up correctly, any content that is accessible to lower levels will automatically be accessible to higher levels. This ensures a seamless experience where members don’t lose access to resources they should have.

Drip Content with Memberium

If you want to release content gradually, you can set up drip tags in Memberium. Here’s how:

1. Go to the tag creation area and add a new tag following a clear naming format.
2. Example:
   • Drip_7Day_CourseA_Day1
   • Drip_7Day_CourseA_Day2
3. These tags will then be used inside ActiveCampaign to trigger automated content releases.

Drip tags help control the pace at which members receive content, ensuring a structured learning experience.

Benefits of Using Tags for Membership Levels

One of the most powerful features of Memberium is its tag-based access control. This provides several benefits:

• Flexibility: You can create unlimited membership levels without restrictions.
• Seamless Automation: Memberium integrates directly with ActiveCampaign, making it easy to trigger automations based on membership status.
• Better Organization: Using properly named tags makes it easier to manage and track members.

Conclusion

Setting up membership levels correctly in Memberium ensures a smooth experience for both you and your members. By using structured naming conventions, proper hierarchy, and tag-based access control, you can avoid common mistakes and create a scalable membership site.

If you have any questions, feel free to leave a comment below! Stay tuned for more tutorials on optimizing your membership site with Memberium and ActiveCampaign.

Tools & Plugins that used

• Memberium