Watch How "DigitalMarketer" Does Memberships...
In part 1 of a 3 part series, Richard Lindner (Co-founder of DigitalMarketer and Scalable.co) and Taylor Nelson (all-around genius), walk us through one of their membership sites DigitalMarketer.com
Description
Richard Lindner and Taylor Nelson of Digital Marketer walk through their membership site tech stack — built on Memberium, LearnDash, and Keap — covering the customer value journey, certifications, one-click upsells, umbrella accounts, and their favorite plugins.
In This Video
- 00:04 Introduction with Richard Lindner & Taylor Nelson
- 00:37 The history of Digital Marketer & Scalable.co
- 02:21 Open-sourcing what works at Digital Marketer
- 03:32 The origin of Scalable.co
- 05:09 How Memberium powers both businesses
- 07:12 The customer value journey methodology
- 08:16 Lead magnets & the entry point
- 10:32 The certification program
- 11:05 Site walkthrough: dashboard & access levels
- 12:45 One-click upsells with WooCommerce
- 13:19 Community strategy: Facebook vs. Slack
- 15:31 Gamification: quizzes, badges & module unlocking
- 17:38 Managing certified partners & handling issues
- 21:30 Tech stack: themes, plugins & LearnDash add-ons
- 24:44 The one-click upsell plugin discovery
- 29:40 Memberium shortcodes & custom fields
- 30:46 Umbrella accounts & child account management
Transcript
[00:04] Micah: Hey everybody, it's Micah Mitchell and I am more excited than I've ever been to create a video because today we have Richard Lindner and Taylor Nelson from Digital Marketer and Scalable.co and we are going to walk through a couple of their membership sites. They have two different membership sites using a very, very similar tech stack serving two pretty different audiences, you know, really high end on one side and then just a ton of content membership levels on the other side. So Richard, why don't you, if you wouldn't mind, give us a little bit of a, an overview in case somebody doesn't know Digital Marketer, which I can't imagine because when I think of anything online, I think of you guys for like 15, 20 years now. So, so maybe just tell us kind of how it got started and where you guys are today and then we'll dive in.
[00:46] Richard: Sure. Well, hopefully there's a ton of people that haven't heard of us. Fingers crossed. Hopefully a lot of them are listening to this, but thank you. We, I'm excited to be here too. We've used memberium for gosh, I don't know, a decade or so. So for us at Digital Marketer, like you said, we've got we've got a pretty diverse product line. Digital Marketer is 13 years old. You know, we, we really, we really did our best to, to lead the charge in professionalizing kind of the industry at a time where internet marketing was a thing. We kind of, we, we kind of kind of took a longer term bet and said, like, this is eventually going to become a, a, a career. This is, this isn't something that just is going to be a way to make money online. Like this is going to be a department, a, a job within every organization. So we bet pretty early on and, and really have been hot, hot on the term digital marketing, you know, for well over a decade. Our, our goal was to kind of open source what we do to grow all of our different companies. At one point we had well over 30 companies that we were operating in, in just every industry that you could imagine. A little bit of entrepreneurial ADD for sure. We've since really narrowed our focus to, to B2B. So at Digital Marketer, we support marketers. We still, we, we still believe that the, the best way to enable marketers is not only training, but to open source, templatize and open source what's working for us and what's working for our, our partners and, and our different portfolio companies to grow our brands online, right? To grow our brands through, through all the different channels. So Digital Marketer, we do training and certification. We've got coaching and, and really that leads to a pretty robust product line. We have a la carte purchases. We have team purchases and memberships. We have coaching that have small groups and it's a, the business model has evolved and the technology on the backend has to support several different levels and several different access types. And I'm very thankful for you, Micah, and everything you guys do because you enable that, right? You enable that. So that's Digital Marketer. Scalable was the natural progression for my business partners, Ryan Dice, Roland Frazier, and myself. When we started Digital Marketer, really what we did to grow our businesses was market, right? That was our job. Our job was to, to do marketing, to grow the business, to grow all the businesses, figure out what's working, templatize that, deliver it to our customers at Digital Marketer. Well, eventually we kind of stopped doing marketing because we had a team. We had people that did marketing for us and, and really our day to day, uh, became very different. Uh, we were leading a company. We were, you know, we were focused more on, you know, other aspects of, of growing a company and, and, you know, making sure that we're leveling up and we kind of had no outlet for, for distributing what we've, we've learned and figured out, but we still had that core competence and, and kind of that, that muscle memory of documenting the processes that we used. So scalable was that next natural progression at scalable. Our goal is to help entrepreneurs scale themselves because so they can scale their companies because we believe that companies are better. Economies are better. If founders can stay in that driver's seat. Now the product line at, at scalable is greatly different from digital marketer, you know, scalable, really we're dealing with founders. Uh, our, our primary offer is, um, our scalable operating system. It's a, it's a cohort based accelerator that, that we go through live four times a year, uh, enabled by software. And then we have, uh, different levels of mastermind groups. We have, uh, peer mastermind groups, and then we have, uh, those mastermind groups that have a live meeting component. And we have, um, kind of a licensed program, our scalable, uh, business advisors or SBAs, uh, are in there. So we have, um, consultants and coaches that are licensed to deliver our IP on behalf of their clients. So we only have about four real products for sale at scalable, but we leverage the exact same technology stack, uh, to enable and support that business. So, um, and Biriam really is, is there to, to leverage and enable both of those businesses and, and the, on top of being powerful, um, as a tool, it gives us the ability to have a centralized, uh, technology department. Really, if we're being honest, Taylor is also known as the technology department. Um, Taylor's able to build all the funnels. Taylor's able to build and maintain all of the, um, you know, all of the, the backend and, and configure all the plugins and make sure that we're enabling both of these very similar, but different business models. Um, and, and he does that, he does have a team. It's not just him. He's got, um, he's got a couple of, uh, of, of people very, very smart that work with him, but we don't have a giant team and we don't have to build that, uh, specialized knowledge at each of these companies. We're able to keep it centralized. So that's kind of the difference between the two companies and what we do. Um, hopefully that, that gives it paints a picture. I'm sure you don't want to talk about that. I'm sure you want to dive in and see kind of how we do it. Yeah. I'd love to see some of how
[06:14] Micah: of it, uh, how you do it. So Taylor being the resident nerd, we established this before the call. I'm also a nerd. So we're in good company, probably most of the people on here. So Taylor, if you wouldn't mind, um, sharing your screen and I want to say if possible, let's go to digital marketer first, since that was the first site. And for those of you listening to put some of what Richard said in membership terms, these guys started out selling, you know, courses, memberships. They, I feel like we're one of the pioneers in doing the whole certification thing. And we're really successful with their certified program. Um, I love digital marketer. And so when you guys started scalable, the first time I heard about it, I signed up for one of your higher level programs and I've just been thrilled, like the event, the, all the, the touches, the Slack group. So I've seen it firsthand. You know, I've bought a little pieces of your digital marketer stuff for myself, for my team. And then now being part of the founders board, I can see what you mean, where you guys are just great at documenting what you do. Um, so that explanation is very helpful. Um, but yeah, Taylor, if you can show us, you know, and I guess starting out conceptually, where do people start before they're a member of digital marketer? What do they first see? Is it like a free video? They opt in kind of what's the path from not knowing you guys to being a paying member? The great, um, great thing about, Oh, sorry. Go ahead, Taylor.
[07:34] Taylor: No, I was going to say Richard, do you want to speak more to that, how they get there? I can talk
[07:37] Richard: about what happens once they, Nick. Sure. That's, that's why we're a good one to punch. Um, yeah, the, the cool thing about digital marketer is our, our flagship kind of methodology or our, our primary methodology is the customer value journey. The CVJ teaches the, the, you know, how customers go from, uh, unaware to aware to, uh, engaged, uh, to subscribe. So we have several funnels that we use, um, for acquisition. Um, but we really lead with a content first strategy. So, um, we're, we're really beefing up on organic, um, content on social and on the blog, but our primary, uh, method of, of customer acquisition and awareness is by, uh, driving, uh, paid social ads to content and then retargeting, uh, to, to, uh, to a relevant lead magnet. So for us, it's, it's, it's always been templates and tools, um, are the things that we like to provide. We think that's the highest level value. So, um, someone may start with the one page marketing plan, which is our CVJ, right? That's kind of that again, uh, for us, it's, it's critical that someone understands our methodology before we introduce them to our world. So starting there is both, uh, an amazing tool that we can give away for free and add value. Even if someone chooses not to spend a dollar with us, um, but it introduces them to that methodology. And it's usually a pretty good entry point to get them to want to spend money with us. So for us, uh, the one page marketing plan or one page marketing blueprint, which is that customer value journey is the ideal starting place. We have several other ones, but that one's really where the best customers, uh, come through because, uh, if you understand that core methodology, then Ascension happens pretty quickly. And, and I think it is a nice little value loop, uh, value for us value for them. So, um, if we're starting there, uh, that, that is kind of the, the, the best place. Then once they go from there, we, we typically get, try to, uh, try to get them into digital marketing mastery, which that is our flagship certification that covers, uh, the eight critical core disciplines of digital marketing. We, uh, we like to think of, of, um, the ideal marketer is T-shaped, right? They have a, uh, a broad understanding of all aspects of marketing, but a deep understanding or specialization of one. So usually it's the one page marketing blueprint over, uh, to an offer to get our digital marketing mastery certification, uh, and then, uh, attempting to figure out what area of specialization. So it's a, so it's a a la carte purchase that hopefully then leads into a membership.
[10:13] Micah: Yeah, that makes sense. And I know from being a client on the other side, that was pretty much my journey, like getting into your guys, your lingo and your concepts. And once you know the concepts, it's like, you almost have to go buy at least one of the courses. And I love that you're selling marketing because it's, I feel like it's easy to sell because the person buying it should get a return rather quickly. Right. Um, so, so yeah, I know from being on the other side of it, uh, it's very magnetic. It drew me in pretty easily. Um, Taylor, are you ready to show us the site?
[10:45] Taylor: Yes, I am. Let me go ahead and share my screen. Can you all see this?
[10:53] Micah: Yep. We see you.
[10:55] Taylor: Oh, cool. Um, so yeah, so here's that page which we were talking about for that one page marketing blueprint. Um, it's just a standard landing page with a small form. And then it goes into a thank you video kind of talks about what they downloaded and then, uh, the offer for digital marketing mastery. Um, from here, everything is pretty much the same for us. Uh, we're using keep max classic. Um, so it goes to an order form. And then, um, from there you get access through an HTT post to our website, our member site from the period. Um, so what that looks like is we're just seeing because we have it completely gated. So there's no way to get to the member site unless you are a paying number. Um, so there's no free way to sign up. The only way you get access is if you make a purchase. Um, so here's what it would look like for, um, a normal user when they log in. So you just log in. And here's kind of our dashboard, um, with all of our products. In this case, I already have some purchases in here. So you can see, I can get started on these. Um, some of these, if I don't have access, we'll be locked and see details. Um, and part of this is though, um, always in Mimberium is so we, we show these templates, whether it's to enroll in a training, um, or in this case of one that's locked, um, we go ahead and buy their upgrade, but all of these are set up as, as free courses, but they're only delivered, uh, the buttons based on their Mimberium access level. So it's a way to kind of keep everything open on the front end, but just choose whether they can do it or not. So, um, that's kind of our approach to it. Um, do you have any questions about that so far?
[12:27] Micah: I guess one question that comes to mind is are those one click upsell buttons or do they fill out another form?
[12:34] Taylor: These ones are currently, um, uh, go to order forms, but we do have upsell. So for example, on the backend of the customer value journey, where two, we have an upgrade to the certification bundle and that's, uh, all one click upsells. So, um, we have, we're using both, but this, this is something to be here. One person want to make sure that we don't discharge our car necessarily right away. Um, and plus we have the benefit of giving them upsells on the backend of another order form, um, for a different offer if we need to as well.
[13:03] Micah: Yeah, that makes sense. So, you know, it's obvious you guys have a bunch of different products in there and you can, you know, give them access to only those they have and upsell them on the others. How does community factor into this course environment? Where does that come into play?
[13:19] Taylor: For, for digital marketer, it, uh, it exists in Facebook and then some of our higher level, um, certified partners and our elite coaching program, they're inside of, uh, you know, like I said, Facebook groups or circle communities. So we kind of have those separate. Um, so if I was a member here, I would see a button that would say community and that would link out to the respective group. Um, but since I'm not, I'm just an all a cart buyer. I don't see that option here.
[13:44] Richard: Gotcha. That makes sense. Yeah. For us with community, um, the secret sauce has been to figure out where your people already are. I think I love that you said, uh, Micah, you know, it's like the Slack group, you know, why Slack and not Facebook? Why Facebook for digital marketer? Well, digital marketers are in Facebook, right? Our people at digital marketer, uh, are, are in Facebook. That's where they're running their ads. Um, that's where they're running their groups. That's where they're at. So if we want to reduce friction or increase engagement in our communities, the, the starting point or the kickoff point there is to figure out where they are and build community where they're already used to going in, um, in scalable, you know, when we're looking at, at, at founders and executives, where are they already communicating on a, on a daily basis? It's less Facebook and it's more Slack. So that's a Slack group. And for here, it's, it's, uh, it's a Facebook community.
[14:41] Micah: Yeah. I almost like started crying tears of happiness when you guys started that Slack group. That was one of the best, best things. Um, cause just like you said, and you guys surveyed people, I believe to find out. We did. Yeah. Yeah. And so, I mean, it was such a perfect fit. Um, okay. So you've got smaller cart courses when they buy a membership, for example, does it include all of the all the cart or when? Okay. So it includes everything.
[15:04] Taylor: Uh, yeah. So we have, we have different levels, but most, uh, like our, our main one digital market lab that would unlock everything. So you would get, um, well currently wouldn't include certifications, but we have something coming for that where it may include those in the future. Um, but everything, but certifications would be included. So everything would be unlocked. It would look like this, no locks anywhere, either get started or resume or start over, uh, depending
[15:26] Micah: on the level of completion from this courses. Gotcha. And, and I understand you guys are also using learn dash, which I love that product. I love Justin. I know he sold the company a bit ago, but, um, with your courses, uh, how much, you know, quizzing badges points, how much gamification did you feel like you wanted or needed with those certification courses?
[15:50] Richard: The certifications have, um, quizzes and a final exam and a badge. Uh, really what we, when, when we talked to and surveyed our audience, um, we want to make sure that if we're going to certify someone that, that they're, they're able to, to retain, right. That it's not just flying through, it's not completion based. Um, so modules unlock after successfully completing a quiz on each certificate, uh, on each certification. And at the end, um, before you get your badge and your digital certificate, you have to pass a final exam. Um, that's because we are, you know, we are, we are certifying, like we're, we're kind of attaching our brand to your, your knowledge and your ability to, you know, to effectively market an e-commerce store or, um, to, to acquire customers or to effectively, uh, use email for marketing. So, uh, we think that one, it's a, it's a benefit. It's what our, what our customer wants. They're looking for, um, confidence, credibility, and authority, right? Like whether it's for, um, whether it's for their career and, and, you know, getting a job or a promotion or whether it's for customer acquisition, client acquisition and, and, in that agency space. So for them, it's very important, um, that, that they have that, that credibility. And for us, it's very important that if we give that to them, that, that they know what they're doing, but for our workshops and other trainings, uh, we don't leverage any of those. As far as the, the gamification, we don't do probably as much as we should there. I think we could, we could do a whole lot better in, um, gamifying, uh, all aspects of, of the membership. Um, so we really focus in and around, um, the, the, the testing and quizzing, uh, but just on certifications.
[17:29] Micah: That makes sense though, especially like you're saying, if you're going to attach your brand to somebody, um, we kind of followed your lead and did a certified partner program. And I was a little bit worried that that might, somebody might be a certified partner and mistreat a customer or something. And, and luckily we've never had that, you know, have you guys had any issues with anything like that where you had to say like, Hey, you're not certified now, or has it been pretty.
[17:54] Richard: Yeah. So we have, well, so we have our certifications and then we have our certified partner program, um, which is a totally different login and look. So, um, if you're a certified partner, meaning you're licensed to deploy our IP, uh, on behalf of your customers, uh, in the same way that scalable has our, um, SBA scalable business advisor, digital marketer has certified partners. Uh, it's a little confusing because we also certify individuals on, uh, on skill sets or methodologies. Um, we do, we have had to, um, remove two partners from the program, which, you know, I would say over a like five year period. Um, that's, and the, you know, the, the hundreds of partners that, that we've been lucky enough to have and, and to, to walk with and, and support and grow together. Uh, I feel pretty good about that. We, you know, we've had a, we've had a couple of, uh, instances. We have a, um, a way for customers to, uh, report or, um, any shenanigans that they feel may have happened. And we have kind of a, uh, a mediation or a resolution process that we have with customers and, and, and certified partners. Cause frankly, they're both customers, right. Um, luckily that while, while there've been, um, you know, I would say maybe a half a dozen, uh, of those, uh, disputes all have ended very, very well, uh, for both parties, um, in, in two instances, we had to, um, ask people to leave the program and, and, you know, make it right with, with the, um, with the customer. But I think all in all, it's been a really, a really pleasant experience. Yeah, that makes sense. And,
[19:35] Micah: and like you said, two or whatever out of hundreds is, is great. It's amazing. Cause you, you don't control all those people. And, um, being in some of those same circumstances, sometimes it's kind of like you, you've got the partner and the client, and maybe there's some miscommunication, misunderstanding. So having that kind of higher authority, be able to come in and be like, Hey guys, how do we, how do we fix this is nice for everybody. Yeah. And you hit the nail
[19:58] Richard: on the head there. Usually it boils down to communication, including, but not limited to expectations or unset expectations, either the, you know, the customer expects the moon and, and the, the, the partner or the agency doesn't do a good job at, at setting those expectations, whether it be timelines, results, or scope. And now, you know, the, both parties are just a little misaligned. Um, frankly, that's easy to fix, right? You come in and you're, you're truly just moderating and you find out like, well, you expected this and you expected this and neither one of you talked about it. So how do we get back in and find something here? I love those. I don't love it. Right. But that's the wrong word. Those are easy to fix, right? Those are easy to fix because really it's not a, it's their fault. It's their fault. It's kind of a misalignment. Our job's just to realign. Um, so like you said, uh, those are, those are numbers I can deal with. Those are issues I can deal with. We've been very, very lucky. It sounds like you have too. Yeah. And it's, I'm sure you
[21:00] Micah: guys try to set expectations with the partners. Like we do saying like, Hey, you got to treat your
[21:04] Richard: clients, right? That's part of this and all that. They sign on to our core values. So as part of the process, like they're adopting our brand, which means they're adopting our core values and our beliefs. So we actually have a, a, a, in the agreement, a standalone document where they agree that they are
[21:19] Micah: adopting our core values as their own. Very cool. That's something I got to think about. That's a great, um, Taylor, could you show us maybe the backend as an admin? Cause I want people to be able to kind of see maybe some of the plugins you guys are using. Um, is this a, I would guess it's maybe a custom theme, but is it based on a theme? You know, if somebody wanted to,
[21:41] Taylor: go ahead. I'm sorry. I was just saying, uh, we're actually using elements or hello, which is just the most lightweight theme you can probably ever get. But, uh, the best thing about it is you can customize everything with the theme builder. So any page you want your header, your footer, your CSS files, anything can be customized, um, on top of it without having to worry about other themes when you have stuff built in. So on, on one of our sites, we'd use buddy boss, uh, the buddy boss scene, um, which works also great with memory and man with learn dash, but, um, for our digital member site, that's all on elementor low as are all of our part facing,
[22:15] Micah: uh, like marketing and business websites. Very cool. Um, yeah, I like the lightweight, you know, part of elementor, if you'll scroll down through these. So there's one, I see there already the auto complete learn dash lessons and topics. Um, I don't get into this stuff every day, but that's one that I didn't even know existed. You know, that's probably a cool little pro tip.
[22:36] Taylor: There's a, yeah, this one's great. And also I apologize. These are all not updated. Uh, we have some custom things added in. So, uh, you've got to do it all at once as opposed to doing it and breaking something and locking people out of their accounts. Um, but yeah, this is great. This, this makes it so you can just hit the next button as opposed to mark complete and learn dash, um, which hangs people up if you have to go older. Um, so that's just something that's helpful. Um, do look at page just for duplicating pages, um, elementor elements pro, um, I two SDK, which is used in the Iberium, uh, learn dash, of course. And we have some of these learn dash, uh, add ons. So it's like the course grid, the elements were, um, widgets pro panel for reporting Zapier, and then this, uh, import export, which is a paid plugin, but it actually works really well because we migrated, uh, sites to this one and we didn't have to, we don't have to remake every quiz question across, you know, 15 different quizzes in the 50 questions seats. So this made it so we could put it in an Excel file and upload it that way without having to redo it. Um, Managed to the patient emails. And this is mainly for me. So I don't get emails when, uh, with some, whenever someone updates their password or, uh, cause I get those all the time
[23:43] Richard: and it was super annoying. Yeah. Taylor must hate me because he does not have this installed on scalable.co, which I get the emails every time someone updates their password. So I'll change that
[23:55] Taylor: out for you. Um, yeah, so also obviously, obviously in the Miriam, um, we did use this at the beginning, but we deactivated once we had everything, uh, we needed it from there. Um, one user avatar. This is just a way to easily add a profile picture for an author, um, for one of our courses, redirection for manually redirecting things. If we update a course or something like that. Um, this is one we did, uh, rewrite rules inspector. We're using custom URLs on all, all of our, our courses. Let me pull one up. So generally, uh, when you go to a course in a learn dash site, it's always going to put courses in the URL. And so we wanted to have it be whatever the course category was. So certification or workshop and to replace that for all the categories. So we're using, I was using this plugin just to figure out how to do it, but everything's done on, on the backend with some custom, um, PHP functions, um, rocket one click. This is a great, uh, one click upsell plugin. So this is what we use on the backup order form. So, uh, we can do it with Minbarium when they're logged in, but this is great that you don't, they don't have to be logged in for it. So after purchase, we'll have an upsell page be on the member site and use this plugin. And it's already got their, um, their Infusionsoft contact ID from
[25:08] Richard: the URL and all that stuff. Um, that is truly a super plugin. Like Taylor again, Renaissance man, um, you know, good at everything. I mean, when he dug around and found that plugin as an option, like that was a really big game changer, uh, for us and our ability to, uh, to keep the site light, to not have to just layer on additional, you know, keep with other, with some other, you know, one click upsell builder, um, in additional CRM, right. I love, you know, love Russell, love click funnels, love Sam cart, love, love all the solution. I spiffy great love Michael and the guy like, they're all great, but in trying to keep it, you know, as, as light as possible, uh, and keep that tech stack as, as, you know, as, as slim as possible, that was, that was a big deal for us. Um, I had never heard of it and I'm, I'm pretty dialed in, in the, in the upsell and course builder and, you know, a landing page builder, uh, um, kind of community. So that was a great find.
[26:11] Taylor: Yeah. It's super easy to use. It's, it's all built in on the backend of WordPress and it's connected with your keep the API. So you can just click, go through the dropdown, select your product, select the price point, select any goals or action sets you want to get completed, um, whenever they click the button. So it's, it's all in one, which is awesome. Um, and even works with subscriptions, which, uh, the vision software will usually bulk, uh, bill subscriptions, even for the first one. So this one pushes it through the first order as a one-time order and then sets up, um, the billing to recur monthly, uh, the following month, which is, which is awesome. So you don't have to worry about, uh, people getting access when their payment is actually declined, you know, in the middle of the night when they run those buildings. That is cool. Yeah. Um, yeah. Then, uh, uncanny, they do, uh, some additional plugins as well for mainly for learn dash, um, 10 candy reporting is a great one. We have, you know, 50,000 subscribers, uh, WordPress subscribers that is on the site. So being able to, to see all that data, sometimes it hangs up on the learn dash program. And this one is great for showing course completions, enrollments, uh, progress and everything like that on an entire level for everybody on the site. Um, and then yeah, just some normal, uh, sending emails and
[27:22] Micah: then just some basic forms as well. Yeah. And I don't know if you guys, I appreciate you being willing to show this because this is so valuable. Just like you said, you had to dig around and find that plugin, just showing people like, Hey, this is how we put this together. It's so valuable. So thank you for showing that. Thank you for sharing.
[27:39] Taylor: Thanks for having us all. Yeah. Yeah. So we have, uh, as you saw in the front of it, and we have, we have a bunch of different products. So we have, uh, all the card access, um, memberships for literally every single one of them. So there's a good two or 300 of them on here. Wow. Um, followed by our, where's the very bottom down by our main subscriptions. So I have these on the bottom, you can see we have the basic or the lab partners, um, our week coaching program or our lab plus, which includes the certifications. So these are just the basic things that kind of unlock everything. And then we have individual ones as well. So somebody can buy one product or they can buy all of them and they're all managed through these membership levels.
[28:21] Micah: Gotcha. And for, for anybody watching this, there's a column to the right that has mostly zeros. And then there's some nines and tens at the bottom. And that's how, when somebody logs in, even though there might be hundreds of products, it prioritizes those. So men bearing basically says, Hey, if you're one of these guys, let's send you there instead. Right. Yeah. Very cool.
[28:41] Taylor: And it's also nice too, because it brings it to the bottom. So it's always easy to find those. And it's not alphabetical. It's based on that, that level, which is super helpful.
[28:50] Micah: Good, good, good. Yeah. Dave's a smart guy. Dave, who, who programs men bearing is a very smart guy.
[28:56] Richard: Moskowitz. Uh, bullet Dave. Bullet. That's right. That's right. Yeah. Dave did a ton of stuff early and really helped us super early on when we were like kind of beta with you guys, like our, uh, our first one click upsell script that worked with Infusionsoft. Um, like we, we wrote in partnership with you guys. Um, it was this hefty thing on, on the backend, um, that was great. And, and Dave, Dave worked to write all that. It was really cool.
[29:28] Micah: Yeah. I, I think when, when we started Minberium, he was working with you guys before that as well, doing, doing something. Yeah. Um, so, so this is amazing on the digital marketer side. Is there anything else that you think people should see on this site before we bounce over and talk about the
[29:45] Taylor: scalable side? Um, one thing that I think is kind of cool is just the, so the short codes are a big thing that Minberium has. There's, we use them all the time. Uh, the biggest one is where is here. Memb has membership, this short code. We use this, like, like I said, so this, uh, this is where we show either the purchase button or the, like the enroll or resume buttons. And just based on this. So here we're using the same, um, the tags that associate with the memberships. You can see over here, we have all of our membership levels. We check the ones that we want. We're going to put them over here too. So these, these are just custom forms, uh, custom fields by using the ACF plugin that mapped to an element or, uh, like little widget. And so it loads a shortcode on there and we just use these. So the shortcodes have by far been the most helpful thing. And, uh, even like some of the PHP hooks in the backend and the developer resources have been, have been super great. So if you think you can't do it, you probably can do it. You just got to figure out what shortcode to use.
[30:42] Micah: Yeah. Yeah. That's the truth. There are a ton of shortcodes. Um, and then like you said, the PHP functions on the back, this one in particular, I think is really interesting. The mem has membership because it's not just saying if they have a tag or if they've purchased a product, a membership is a combination of things that saying they are current, they don't have failed payments. They don't have a lockout tag. So, so it's a little bit more complex. Um, but yeah, uh, Dave has put, you know, based on customer request about anything you can think of. If you combine enough shortcodes, you can pretty much do anything.
[31:14] Taylor: Yeah. That's great. And I like what you said about how it, uh, it's based on the membership level and not necessarily the tag, because this does work great with, um, umbrella accounts too. So a child account will get access, even if they don't have the, the actual tag, it's based on the parent account level, which is awesome.
[31:29] Micah: Oh, so, so you bring up a very good point for people who don't know about umbrella accounts. Do you mind explaining how you guys are using that, how you're deploying it?
[31:36] Taylor: Yeah. I'm going to pull up our tab real quick so you can see it. So this started with, um, our, our elite program, which had, uh, which gives users five seats. So we had this elite parent tag that goes parents and, um, this pretty much just gives them five, uh, accounts each. Uh, we didn't change anything here. Um, we just use an action set child, which all it does is apply to tag and, uh, gives them the password using the, the memberium, um, HTTP post if they don't have the account already. Um, and then we have these whitelist ones. I don't know if I really need this. Um, but I put these in there because I didn't want somebody to have an all the cart purchase and have that passed down to a child account. It's only for the membership level that, um, they're actually having, you know, and I, the cancel tags in here too, just in case, because I didn't know. And I figured better safe than sorry.
[32:28] Micah: Yeah, that makes sense. And for people who aren't familiar with the concept in the first place, what this means is somebody, let's say the business owner buys a membership to the site, then they can give up to five in this case of their team members access also. And where this is really, really powerful is if somebody is taking courses where the progression is being tracked or the quizzes, then you don't have your employees coming in and messing up your progression and where you are. They have their own, you know, tracking and all that kind of stuff. And, um, I wonder when, do you guys remember when you added this? Like how long have you been doing it?
[33:03] Taylor: Uh, we probably added this functionality in back in October, November on the site, maybe December.
[33:11] Micah: Gotcha. How did, how was it received?
[33:13] Taylor: I mean, it's, it's great. People, people enjoy it. Um, it's, it makes it a lot easier to, um, I can show you on, I'll show you when we go to the scalable site, we have the same implementation there. But I have a account logged in. That's a parent account. So you kind of see how we're using it. But it's, uh, it works great. It's, it's nice to be able to, it's like for people to manage that themselves and not have to worry about asking us to give access to anybody. Um, as well as lead the progress as well as somebody that the, the hooks that I'm in during has in there that work with
[33:44] Micah: long dash. Thanks again for watching part one of three of this series in part two, we'll dive into scalable.co, which is their other membership site for another business where higher level members who are paying more use that. And it has some really cool features in it that you won't want to miss. In case you have any questions, you can always email support at memberium.com and we'll get you taken care of. Thanks again.