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The 10 Steps To Creating A Successful Membership Website

6 Reasons to connect your membership to a CRM

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First of all, let’s start with the basics.

What is a CRM?

A CRM or Customer Relationship Management software is a way for membership website owners to keep a database of all their members, prospective members and former members. CRM’s are powerful tools that, when used appropriately, can track customer retention, automatically send emails and save a membership website owner hours and hours of their time.

Membership CRM Logos

What is the best CRM’s?

This is such an open question; every company, business and entrepreneur will tell you something different. A prime example of this is how any member of staff at MemberLab will answer this question with ActiveCampaign because we’re an ActiveCampaign Certified Consultant.

Does that make ActiveCampaign the right answer? No. (Yes)

So instead of us telling you which one is best because each one has its own merits here are the links to some of the most popular ones.

ActiveCampaign, HubSpot, Keap/Infusionsoft, MailerLite

If you’re searching for a CRM that integrates with Membership Plugins, ActiveCampaign Connects with ActiveMember 360, and Keap/Infusionsoft connects with MemberPress.

The benefits of connecting a CRM to your membership

Connecting a CRM to your membership will allow for deeper connections with your members in many different ways. Every membership website is unique. You’ll likely end up putting your little spin on the way you use your CRM as you get more comfortable with it.

Content Restrictions

Content restrictions can be done through both ActiveMember 360 and MemberPress when they’re connected to a CRM, depending on which one you choose depends on how advanced your content protection becomes.

Content restrictions allow you to protect private content from the public’s view. You can restrict content depending on if a member has paid for content or dependant on their membership level. This allows you, the owner greater control over your content to ensure it doesn’t end up in the wrong hands.

Members Progress

With a CRM, you can keep track of members’ progress through your courses and the things members are engaging with the most.

This way, you can see what content isn’t gaining as much traction and try to figure out why it’s not as successful. Moving further on from that, you could survey members or send automatic reminders via email for members to consume that content.

Email Reminders

Email reminders to finish off a part of a course or to start the next part of a course can be the perfect motivator for members to keep on coming back. Ideally, you’d want them to finish all of your courses, but that’s not always the case.

Members not finishing a course can be incredibly frustrating. They can increase your churn rate massively, which is why email reminders help to combat that and should help increase membership retention.

Course Completion Emails

When using a CRM, you can send course completion emails to let members know that they’ve completed a course. This stops you, the owner, from having to spend hours inputting data into spreadsheets and will increase productivity.

Process Automation

Along with building membership websites, we also provide business automation services. Business automation can be achieved with a CRM, it’s where you define the process you perform every day.

An example of a process that can be automated is onboarding new members; you won’t have to generate a username, password or an email to send out a CRM will do all of that for you!

KPI Tracking

Track some of the most important KPI’s when you’ve connected your membership website to a CRM. Most CRM’s come with powerful reporting tools that allow for real-time tracking using ‘tags’ which identify what each customer has done, so you can see clearly what’s going on, or work out what’s going on.

Here’s a quick list of some of the KPI’s we think you should be tracking with your CRM:

  • Member Lifetime Value
  • Total Members
  • Conversion Rate
  • Trial retention
  • Churn Rate

Keeping track of your KPI’s is a great way to watch your business grow and identify any areas that need to be improved.

MemberLab sells membership websites, and as an addon, we provide deep CRM integration, allowing our clients to take control of their membership website on a deeper level. Membership website owners use this addon to combine their marketing efforts with their membership to provide one powerful command centre for everything you do.

Here are some of the membership websites we’ve built with deep CRM integration, obviously unless you pay for a membership website you won’t be able to see all their features.

U.C.E, My Funnel Academy, Janet Murray

In conclusion, having a CRM connected to a membership website is a must-have for any owner. They can make your life so much easier. When used correctly, a CRM can become the beating heart of a membership website, bring sales in automatically, boost customer retention and run your site on autopilot allowing you to focus on other areas of your business or relax and take it easy for once.


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