Set up Paid Membership

Create a campaign in Keap to handle paid membership signups with automatic password generation and welcome emails.

Tip

If you are creating a free membership only, you can skip this step. See Set up Free Membership instead.

Create the Campaign

1. Log into your Keap application

2. Go to Marketing > Automation Builder

3. Click Create your own

4. Name your campaign (e.g., “Paid Membership”)

5. Click Save

Build the Campaign Structure

1. Drag the Product purchased button from Goals onto the canvas

2. Double-click Purchase Online to configure:

   • Select purchase type and product
   • Select Payment type
   • Click Save

3. Connect the elements with arrows

Create the Membership Sequence

1. Drag a Sequence button onto the canvas

2. Connect it to the Purchased product goal with an arrow

3. Name it (e.g., “Paid Membership Setup”)

4. Double-click the sequence to open it

Add Membership Tag

1. Drag Apply/Remove Tag into the sequence

2. Double-click to configure

3. Search for and select your membership tag

4. Click Save

Generate Password

1. Drag Send HTTP Post into the sequence

2. Double-click to configure

3. Enter the URL:

   URL

   https://yourdomain.com/?i4w_genpass=XXXXXX

   Replace:

   • yourdomain.com with your website domain
   • XXXXXX with your security key defined in Plugin Options > Main Settings

4. Ensure Name/Value Pairs includes the contact ID

5. Click the Back icon to get back to the sequence

Create Welcome Email

1. Drag an Email button into the sequence

2. Double-click to configure

3. Create your welcome email with login details:

   Sample Email

   Hi ~Contact.FirstName~,
   
   Welcome as our newest Gold member!
   
   Here are your login details:
   URL: https://yourdomain.com
   Username: ~Contact.Email~
   Password: ~Contact.Password~
   
   Thank you,
   ~Owner.Signature~

4. Click Ready

5. Click the Back icon to get back to the sequence

6. Connect the sequence elements accordingly

7. Mark the sequence as Ready

Publish the Campaign

1. Click the Back icon to get back to the automation

2. Click Publish

Repeat this process for each paid membership level.