Knowledge Base: Membership management

This article is designed to help you understand how to manage your membership programs using CustomerHub and Infusionsoft.

What manages what?

Infusionsoft manages the billing & membership status (via an Infusionsoft subscription).
CustomerHub manages the membership content via a protected custom tab in CustomerHub.

How does it work?

Here is a step-by-step example of how the process works:

1. Members 'sign up' via an Infusionsoft order form, web form, or shopping cart purchase
2. The following processes are initiated via the actions of the above Infusionsoft order form, web form, or shopping cart purchase:

• members are 'registered' into CustomerHub via a registration action set
• members receive a 'welcome email' containing their login information via an Infusionsoft email (see example here)

3. Membership status is maintained by the 'status' field on the Infusionsoft subscription.
4. CustomerHub will automatically detect membership status upon customer login. Membership areas will display automatically in CustomerHub based on the subscriptions that were specified in the permissions when creating a custom tab inside CustomerHub.
5. If payment fails in Infusionsoft, an Infusionsoft order trigger can automatically cancel the subscription and set the status to 'Inactive'.
We don't claim that these are the only ways to accomplish the important processes in managing a membership program and secure membership area using CustomerHub and Infusionsoft (there's more than one way to skin a cat as they say). If you are using a different process that has been successful for you please feel free to share your idea.