I need to get hosting
There are many options for hosting. We recommend Siteground and then the GrowBig plan.
I already have a website and hosting
Depending on what hosting you already have, you have various options. It’s recommended to host the membership site separately from your website.
Some hosting plans allow more websites, some don’t. Please check with your hosting what is possible for you.
Make sure that you have an SSL certificate. When using Siteground, an additional SSL is not needed.
There is one exception. When you have GoDaddy for your regular website, you need to get hosting for your membership site somewhere else. GoDaddy does not align with some of the plugins we’re going to use and it can break your site.
It’s recommended to get a separate domain for your membership site.
You can do this by adding a subdomain for your existing site. This will look like this: members.thedigitaldutchess.com (site doesn't exist)
Or you can get a separate domain as I did (https://thedigitaldutchesstoolbox.com)
With Infusionsoft and also for your membership site, you need to get a professional email address. No more @gmail or those free services.
It is easiest to get your email address with the same registrar as where you got your hosting. Make sure to also get email hosting with that.
With most registrars, you can install email on your laptop and phone as well.
With most email hosting, you can also set a Catch-all email address. The thought behind the catch-all email address is that people can make typos. The additional advantage of a catch-all email address is that you can use any email address.
For instance, I have email@example.com as my catch-all email address. So when I test something, I use firstname.lastname@example.org and I will receive the email. This way I always have the possibility to test without running out of email addresses.
The Membership and course will be built with Thrive Themes and with the Thrive Architect.
When you already have bought the membership, you can use that on 25 other sites, so you just have to let me know what your license code is.
Plugins for the membership
The membership plugin is Memberium. It’s a membership plugin that connects via API with Infusionsoft.
Plugins for Payment Processing
To be able to get paid for your courses AND have the connection of that with Infusionsoft, we need to add a few additional plugins.
The first plugin is WooCommerce, This will be your payment processor. This is a free plugin.
The connection with Infusionsoft and WooCommerce will be done through InfusedWoo. This is a plugin that will allow us to connect the payment done through WooCommerce to your Infusionsoft, add the contact to your Infusionsoft and give them the right tags, so they get access as well.
For Subscriptions and Installment plans you need WooCommerce Subscriptions. This will make it possible to create a monthly subscription to your membership site, or use it for installment payments for your high-ticket coaching programs.
I will install a few more plugins to be able to collect payments (like WooCommerce Stripe add on), but those are free.
Optional Additional Plugins (country specific)
When you're in Europe and you are selling your courses to other countries as your own, you need to know if your buyer is a business or a person. In case they are a business, you don't have to charge TAX, in case they are a person, you do have to charge TAX.
The EU VAT Number plugin takes care of that part. It checks the VAT number according to the VIES rules AND it will collect the VAT numbers for you.
Ask your designer to create one where a part is an image (can be your initials, or a small icon of some sort) and then your name, or your business name.
On the dashboard of your membership site, you will get square buttons that lead to your course(s). For this, ask your designer to create a square image of at least 600×600 pixels.
As a header background, you can choose a color, a pattern, or an image. There is no need to design a header background yourself, just give me some keywords of what you want for the look and feel. You can search for images on Unsplash, Pixabay or even Canva. When you use Canva for your images, make sure that the image is at least 2500×600 pixels in size.
On your site, you need to have the following legal documents:
- Terms & Conditions
There are free and paid services to get them. Make sure to get GDPR compliant documents.
Write the Welcome Email
When people get access to your course, they need to get a welcome email with their login credentials. You can use the email that is in the access campaign (will be added to your IS when I’m working on your membership) as a start. Or you can send me a word document with the text of your welcome email and I’ll add it on the right location.
The structure of your course should be like this:
- Module 1
- Module 2
- topic 1
- topic 2
- Module 3
You can use this sheet (copy first) to set the structure of your course. When that's complete, we can add it to your membership.
Get Started With Your Membership
When you have all the information ready, the structure of the Membership is done, the videos are recorded (or will be recorded soon) you can schedule a startup call with me to kickstart your membership site and your first course.