Set up membership tags

This lesson shows how to set up 2 membership tags for each membership level: a “MembershipLevel” tag anda“MembershipLevelPAYF”tag. This allows you to define permission levels for content on your website.

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Set up Test Users

In this lesson we will create a test user for each membership level tag created in the previous lesson “Set up Membership Tags”. These instructions are based on the eight sample tags created earlier, so any alternative level tags will need their own corresponding csv file modeled after the one shown in this lesson. You may also create test users manually if preferred. This lesson is complete when every tag has at least one test user associated with it.

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Set up order forms

In this lesson we will set up the Infusionsoft order form and get the link for our buy now button or link.
If you are creating a free membership ONLY, you can skip this step.

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