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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:

  1. Ensure Name/Value Pairs includes the contact ID
  2. 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~
  1. Click Ready
  2. Click the Back icon to get back to the sequence
  3. Connect the sequence elements accordingly
  4. 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.