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LearnDash Infusionsoft/Keap Integration: It’s Easier Than You Think

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ld-infusionsoftWhen you think about an LMS website, what comes to your mind?

Do you think about courses, lessons, students? What about quizzes, assignments, discussion forums? And how about student progress tracking, reports, collaboration tools? What else? There’s a lot more, isn’t it? You have to manage student sign-ups, handle purchases and cancellations, track subscriptions, manage content access, and so on.

Setting up course content is just a part of any e-learning website. There is, of course, the matter of administration, sales, and marketing, which form an integral part of your e-learning business as well. In an attempt to manage all of these activities using a single platform, more and more small and medium scale businesses are turning towards Keap (which was earlier called Infusionsoft).

So if you’re one of them, and are looking for a simple way to integrate your LearnDash website with Keap, you don’t need to break into a sweat. It’s easier than you think.

Why Integrate LearnDash with Infusionsoft or Keap?

infusionsoft

“Keap is a private company that offers an e-mail marketing and sales platform for small businesses, including products to streamline the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce.”

– Wikipedia on Keap

For LearnDash LMS website owners, Keap can be a one-stop solution to manage students, sell courses, and market their content. With the use of membership plugins available, Keap can provide a powerful solution to restrict content as well.

Let me put this in perspective.

Say you wanted to set up your LearnDash LMS, with registration management, membership management, an option to sell courses, and a referral program. Now add email marketing and student behavior tracking to the mix.

How many plugins would you need?

4..? 5?

Keap is all those plugins in one. A single place to manage your students, manage registrations and membership, sell your courses, manage a referral program, send email marketing campaigns and track student behavior. You can use Keap to manage offline student signups as well.

The integration with LearnDash does require a couple of plugins to be used. But that’s about it. All your data is in a single place and always synced with your WordPress website.

Words You Should Know Before We Continue…

Since I’m going to explain how the integration works, I’ll be using some Keap lingo. So, it’s better I explain the meaning of a few words before I use them.

Here goes.

Tags

In Keap, tags help you identify and segregate contacts in your database. There are like labels. You can use them to separate out contacts into lists, to send out targeted messages. You can create tags on-the-fly based on user interactions.

Campaigns

A campaign consists of a goal and a sequence of steps. When the goal is achieved, the sequence of steps is triggered. That’s all you need to know for now.

Action Set

An action set is a legacy function, which has now been replaced by campaigns. They are basically a sequence of steps that are initiated on a trigger. Even though action sets are part of legacy functions, I’ll be referencing them as they can be used in a few scenarios.

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infusionsoft-learndash-integration

How to Integrate LearnDash and Keap?

I’m not going back on my word, the integration is indeed SIMPLE. All you need is one single WordPress plugin – Memberium. The Memberium plugin not only integrates your WordPress site with Keap, but it also integrates LearnDash with Keap.

Memberium provides a detailed guide to install the plugin. Once you’ve done that, you have to go to Keap and retrieve API Keys, and use them to configure Memberium.

How to Restrict Content Access?

Memberium is essentially a membership plugin. That means its primary goal is to restrict content.

With Memberium you can create tags and map them to membership levels. Tags are automatically synced with Keap. Membership levels are used to restrict content. Just like any other membership plugin, you can go to your posts and select the membership level needed to access the post.

So, for your LearnDash LMS, you’ll need to go to each course and set a membership level to access the course.

How are Users Managed?

Memberium syncs WordPress users who purchase courses on your LearnDash website as contacts in Keap. Similarly, when an offline purchase is made, you can manually add the contact in Keap. You can automate the synchronization of the added contact to your WordPress website using an action set or a campaign.

When a contact is deleted from Keap, Memberium ensures that user access is revoked from your WordPress website.

How can I Sell Courses?

Keap and Memberium have options to sell your courses. However, the purchase processes they provide, are not as simple. Here, you have an option to use a plugin like InfusedWoo. InfusedWoo integrates WooCommerce with Keap, to allow you to sell products using WooCommerce.

And since WooCommerce integrates with LearnDash, you can set up your courses as WooCommerce products.

What about Email Marketing?

As I mentioned, Memberium also allows you to create tags. It also allows you to assign tags based on user actions. For example, when a user completes a course, a tag can be automatically assigned to him/her. The assignment of a tag can trigger an email from Keap.

Alternatively, you can set up various campaigns to trigger emails being sent to students, based on their actions.

Example Workflow

As an example, I’ll explain to you an example workflow on your LearnDash website which can trigger a sample campaign.

  1. Let’s consider a user visits your LearnDash website.
  2. He is shown partial data (i.e., content as setup in Memberium to be shown to a user visiting the website)
  3. When the user purchases a course, a membership level, and hence a tag is assigned to him
  4. A campaign is triggered. This campaign creates the contact in Keap, and sends an email to the user with his WordPress login credentials
  5. The user then can use the credentials provided to login to your LearnDash LMS. You can customize the process to auto-enroll the user for the course, based on the membership level assigned.

Questions?

That was probably a lot of information to take in, in one go, wasn’t it? In fact, setting up the Memberium plugin calls for a post of its own.

But, if you have any questions until now, it would be wise to get your doubts cleared soon. So, ask away!

Namrata

Namrata

5 Responses

  1. Great article.
    Why would one not use the LearnDash WooCommerce integration to accept payments through WooCommerce?

    It seems to me that would work quite well.

    1. Hey Peter, you are absolutely right! The LearnDash WooCommerce integration works perfectly fine if you want to sell courses online. The difference with LearnDash Infusionsoft integration is that you are empowered with much more than selling just the courses. Infusionsoft is comprehensive CRM that provides features like email marketing and student behavior track. And that’s only just the start.
      We’ll be coming with more articles on the topic soon. Stay posted 🙂

  2. Hi Peter,

    The WooCommerce integration doesn’t integrate with Infusionsoft without a lot of extra setup and another plugin (InfusedWoo).

    By taking the orders directly in Infusionsoft, you can control access and implement the full marketing automation workflow provided by Infusionsoft to the LearnDash experience. It goes far beyond just the initial purchase.

    Dave

    disclaimer: I am the author of Memberium.

    1. Hey Byron,

      We haven’t tried integrating Sensei and Infusionsoft, so I can’t really comment on how simple the integration would be. But if you’re using WooCommerce with Sensei, it basically trickles down to using InfusedWoo to achieve Infusionsoft integration.

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