PilotPress

PilotPress allows you to have a websitemembership sitecustomer center, and anaffiliate center all in one place, with the same look of the rest of your site, and integrated together with your Office Autopilot account. PilotPress is the plugin that controls all the permissions of your membership site, and works hand in hand with the membership plugin to deliver your content like videos, downloads, and forms etc.

Every business has or needs a website. Since WordPress is the most flexible, dynamic content management software out there, and because their service is free, we decided to create this integration to allow our customers to have all that flexibility that WordPress allows, all seamlessly integrated with their Office Autopilot accounts.

 

The four major elements of the WordPress integration:

  1. The plugin allows you to add Office Autopilot’s SmartFormsOrder Form, Upsell Forms, and Affiliate Signup Formsto your WordPress site with just a few clicks (with no code to deal with).
  2. Second, it adds our tracking scripts to your WordPress site so you can track who’s coming to your site, when, how often, and for how long they’re staying on your pages, right within your Office Autopilot system. You can even set up rules within Office Autopilot to respond to their site and page visits.
  3. Third, it allows you to turn your standard WordPress site into a complete membership site, whether it’s a free orpaid site, so you can drip sequential content, or lessons out to your members over time, like week 1, week 2 lessons etc, and protect content on a per page, or per post basis, based on people’s membership levels.
  4. Fourth, as soon as you install the WordPress plugin or start a new WordPress site right from within Office Autopilot, it auto-generates an “Affiliate Center” and “Customer Center” pages which are specially integrated with your OfficeAutpilot account.
    1. The Affiliate Center page
      1. This page is inextricably linked with the Office Autopilot affiliate system. This means that when new affiliates sign up, they get a login to their very own affiliate center page, and can see their traffic, sales, commissions and more. This is also where they’ll come to download promotional tools like banners, emails, and other tools. You’ll actually add your promotional tools from within officeAutopilot’s Affiliate tab and they’ll appear in your affiliate center.
    2. The Customer Center page
      1. The customer center is where your customers will go to see their purchases, print invoices and, change their PW and more.

Getting and Installing PilotPress

These instructions are for those who already have a WordPress site or blog to which you’d like to add the PilotPress plugin. If you launch a new WordPress site from right within your Office Autopilot account, it will already have the PilotPress plugin enabled so you can skip this step.

  1. First, you will go into your Office Autopilotaccount to grab the .zip file for the PilotPress plugin.
  2. Note: Soon, you will be able to search for the plugin in WordPress’s directory of plugins, but until then, you will simply go to the Admin Menu, then to the ” WordPress Integration” link, then into “Integrate Existing WordPressSite” menu and click “Download PilotPress WordPress Plug-in”.
  3. Next, you will log in to your WordPress backend and go to the “Plugins Menu” at the bottom left, then click “Add New”.
  4. Browse for the PilotPress.zip file you just downloaded. Select it, and click “Install Now”.  Once uploaded, click the button to activate.
  5.  Next, you will go to the PilotPress menu by clicking on the tab at bottom left. Here you will need to type in your Application ID and API key which you will need to retrieve from Office AutoPilot. You can achieve this by going into the Admin Menu in your account, click on “WordPress Integration” and then click on “Integrate Existing WordPress Site” in the left margin.
  6. Then, under “General,” type in your website URL for WordPress and below that type your website nickname and hit “Save” at the bottom of the screen. The nickname should be something that helps you remember what site this is, for your own knowledge.
  7. Next, click on “Save” and you will be given the application ID and API key for your website.  (We recommend changing your password immediately).
  8. Once that’s done, you can go in to your new WordPress site and activate any or all of the pages that are now available to you because of the PilotPress integration. Again, these include your customer center and affiliate center.
  9. To do this, go to the “Settings” area, and select ‘PilotPress’. Now, just check the box next to all the pages you’d like to activate on your site.
  10. Now, you can create content and set it up to go out to your members per their membership level.
  11. Next, go back to “WordPress Integration” in the Admin Menu to “Website Overview”.  This is where you can see the WordPress sites that you have the integration working with. Click on the pencil icon to edit the info for any of the sites.
  12. First, you can change the URL and website nickname as well as add membership levels. There will be a default membership level present but you may delete that and add your own. In fact, we recommend it. For example, you might call your membership levels bronze, silver, gold, and even platinum. In fact, we allow you to offer an unlimited number of membership levels.  Below that are your API settings for future reference.

Lastly, be sure to save your changes if you’ve edited anything.

 

Launching a New WordPress Site

Below are the instructions for those of you who do not already have a WordPress site and want to start a new one. This feature allows you to create a brand new WordPress site that we will either host for you on one of our public domains, or, you can hostyourself on your own domain.

Note: If you intend on making more advanced changes to your site now or in the future (for instance, changes that require FTP access to your site), it’s best to purchase a domain, host it externally and install our plugin per our stepsabove.

  1. Go to the Admin screen of your Office Autopilotaccount and click “WordPress Integration”.  Then, click “Launch New WordPress Site”.  This will take you to a menu which includes URL, nickname, and membership levels.
  2. Click inside the “Website URL” field, and indicate whether you’d like to use a hosted domain or your own domain. If you choose to have us host it for you, it will be on one of our public domains. If that is the case, you’ll simply indicate what you want as your subdomain. If you choose to use your own domain, you can do so by typing it into the box. Of course, you’ll need to have purchased the domain. Also, you will need to make sure that domain is pointed to our DNS’s, which are ns1.moon-ray.com and ns2.moon-ray.com .
  3. The nickname should be the actual name of the site as you want it to appear to your customers. This is what will appear in the upper left corner of the site once it goes live. Next, indicate what membership levels you’d like to offer. Examples would be, silver, gold, platinum, or, week 1, week 2, week 3, if you’re doing sequential drip-style educational content, for example.
  4. Click on “Save” and you’ll be given the login info for your new site. We recommend changing your password immediately.
  5. Once that’s done, you can go into your new WordPress site and activate any or all of the pages that are now available to you with the PilotPress integration. Again, these include your customer center, affiliate center, and login page.
  6. To do this, go to the “Settings” area, and select “PilotPress”. Check the box next to all the pages you’d like to activate on your new WordPress site.
  7. Now you are all set to go. You now have a full-on membership site, and the ability to post Office AutopilotSmartformsOrder FormsAffiliate Signup Forms, and Upsell forms onto your WordPress site with a few clicks.

NOTE:  If you only have a Domain in which you want to setup a WordPress site on through us, you will need to setup an A record or change DNS to NS1.MOON-RAY.com and NS2.MOON-RAY.com. If you have a prebuilt WordPress site, then all you need to do is add the URL in the WordPress Integration section of your account, there is no need to change DNS or setup an A Record if the site is already made(this is because our plugin adds everything for you).

Below are instructions on how to protect content in your membership site. There are two ways to do this:Using your WordPress site Integrated with Office Autopilot as a Membership Site (aka Protecting and revealing content)

  1. First, you can drip content out over time (in a week-by-week type format).
  2. Second, you can choose to reveal more content based on your customers’ membership levels like Silver, Gold, and Platinum etc.  You will first need to have either added thePilotpress plugin to your existing WordPress site, or have started a new WordPress site within Office Autopilot, and there’s a video that teaches you how to do both.

Setting the Minimum Membership Level to view a page or post on your WordPress site

Once you have created your membership levels (which you did during the WordPress site creation or when you added the plugin to your existing site), you will notice that when you create a new post or page, that those membership levels also appeared in the right-hand margin under “PilotPress Options” which can be used to limit access to the specified page or post. This is where you will set minimum membership level to view the page or post.

For time release posts or pages, you will set the minimum membership needed to view the post off to the right, and then create a sequence right within Office Autopilot, that members will be automatically subscribed  to when they sign up to become a member.  As they move along on the sequence, say from week 1, to week 2, their membership level will change accordingly, and they will be able to view the next week’s content.

 

Setting up your system to release new content 

  1. Go into the Admin menu, then into “WordPress Integration”.   (Make sure you’ve created membership levels for your website. If you haven’t, do that first).
  2. Next, go to the Admin menu once again and click on “Product and Order Forms” to set up a new product if you haven’t done so already.
  3. The product, in this case, is the membership to your membership site. If you were selling a silver, gold, and platinum membership to your site, each of those would be its own separate product, and, each should have its own order form. If on the other hand, you’re selling only one level of membership, you would only need to create one product. Note that if certain membership levels are free, or membership to the entire site is free, then you would simply set up a smartform for people to fill out to become members rather than an order form. You should also note that when you’re creating your membership level products, you must indicate that the product is a digital product, set the product as a subscription, and set a subscription price and time.
  4. Then, when you create your order form, you will set it so the order form itself subscribes your contacts to the sequence that will first send them a welcome email containing their login info, and which will also control their membership levels (if there are any). For example, moving them along from week to week, or month to month, etc.
  5. For now, title the sequence something like “membership progression sequence” if you’re planning to have this be a week-by-week content, or simply “membership login info”, if you’re going with the silver, gold, platinum format or simply a one membership level format. Set this sequence to be a ‘step’ sequence.  You will go back and actually flesh out the steps of the sequence afterward in the autopilot tab.
  6. Create an Order Form that has an Active Response Rule which makes new members to your site
    1. Now, you will make a new active response rule that is located on an order form and it will actually turn this new contact into a member of your membership site, once they submit the order form. If you’re unclear of what an active response rule is, please watch the video on active response rules.
      1. First, give the active response rule a title. An example would be, “Make a new Member to my Membership Site.
      2. Next, under “What Should Happen”, select “Change Field to Value”.
      3. Then, set to “membership level” and set [value] to the desired membership level. (Example “week 1” for time release content).
  7. Create the membership Sequence to welcome client AND to deliver their login info:
    1. Now it’s time to go into the autopilot tab and flesh out your “Membership Progression Sequence”, so it will deliver your new customers’ login info and move them along from week 1, to week 2, etc.
      1. First, you will locate the step sequence you started (when you created your order form).
      2. Next, you will set up an email step that goes out on a 15 minute delay (the system needs time to generate the membership site username and password) and thanks the new customer for joining and sends them their username and password.
      3. Merge the the login info into the very first email
      4. Insert their username as a merge field and insert their password as a merge field as well. Important Note: The ‘User Name’ and ‘password merge field’ is site- specific, so, find the website in question, then the select the “password” merge field underneath that specific site.  Also in this email, you would welcome them and remember to send them the link to the login page. Another Important Note Regarding the Password: The password merge field is unique and can only be sent once. In order to retrieve a password after this, a contact will have to retrieve their password from their login page, using the “forgot your password” link, or you can manually reset a contact’s password in their contact record under “website subscribers”.
  8. Add Rule Steps to the “Membership Progression Sequence”
    1. If you are creating sequential content, as opposed to just the silver, gold, platinum type format, you will need to create rule steps that change your customers’ membership levels forward, from say, week to week, as the weeks go by.
      1. To do this, set a rule step to fire 7 days after that first email step. For example, add a rule to thesequence which moves them on to week 2, by changing their ‘membership level’ from week one, to week two.
      2. For this rule, you would set the “What Should Happen” section to “Change Field to Value” and then select the “Membership Level” field as the one to have changed. Then, set it to change to the next specific level of membership, in this case, we’d set it to ‘Week 2’. It would be the same moving forward to week 3, etc.
      3. Next , you could create an email step to fire immediately after the rule step to notify your contact that they are able to log in and access week 2’s content, you may repeat this as many time as you wish. And, you don’t have to do it all at once. You might add the first three weeks to start, then add a week or twos worth of additional content at a time later on. The process is the same either way.

Note: Be sure to save each step as you go and then save your sequence when you’re all through.

 

Showing/Hiding Sections of Content on a Page

That’s right, you can not only show or hide pages based on membership levels, but you can show or hide a portion of a page based on a few different criteria. PilotPress comes with the ability to reveal content using Shortcodes. These nifty little tags can be placed around blocks of text, forms, etc to allow you to personalize the content of the page based on membership level, tags or even if the contact is currently being tracked by OAP. We realize that this is a bit cumbersome…and, given our commitment to giving you an awesome membership site with “no code to mess with, no-how”, will have this feature usable right within the User Interface in a future PilotPress update, but it does work for now.

The Shortcodes currently available for use in PilotPress are as follows:

Show Content Based on Membership Level
[show_if has_one="Many,levels"] content [/show_if] Displays content only for members who are logged in and have ANY of the membership levels listed (separated by commas)
[show_if has_all="Many,levels"] content [/show_if] Displays content only for members who are logged in and have ALL of the membership levels listed
[show_if not_one="Many,levels"] content [/show_if] Displays content only for members who are logged in and do NOT have at least ONE of the membership levels listed
[show_if not_all="Many,levels"] content [/show_if] Displays content only for members who are logged in and do NOT have ALL of the membership levels listed
Show Content Based on Tags
[show_if has_tag="Tag"] content [/show_if] Displays content only for members who are logged in and have the tag indicated by “Tag”

 

Creating the Sign-Up Page

This is where your prospects/clients purchase their membership. It’s the page that any sales emails, sales letters, and sales videos would point to.

  1. First, go back to your WordPress account and click on “Pages”, then click on “Add New”.
  2. Give it an appropriate title and write out your content in the text prompt. You might have a sales letter or a sales video.
  3. Select the membership level in the margin to be available to “everyone”, since you would not want to keep this hidden.
  4. Once you have added your sales content to the page, you’ll insert the order form your prospects will fill out in order to convert themselves into customers.
  5. You will achieve this by clicking the “Office Autopilot” button. (If you haven’t already created the order form or forms for your membership site, you need to now, before moving on).
  6. Next, you will simply select the order form you created earlier and paste it on the page. If you’re offering multiple levels, like, silver, gold, and platinum, you may want to create separate pages for each that contains the respective order forms. This will give the pages a cleaner look (just link to the order page for each membership level from the main page).
  7. Finish editing the page, proof it, and click on “Publish” (in the right-hand margin).
  8. Next, click on “View Page” up at the top center to preview your page.
  9. Once filled out, this form will take the customer to the “Thank-you” page which you set when you created the form. This most likely would be a page that thanks them, and tells them to go check their email for their login info and provides a link to the sign-in page.

When you’re all through creating your signup page, click “Publish”.  Now you will see that this page is available on your home menu.

 

Adding Forms within WordPress

The WordPress integration allows you to add Office Autopilot SmartformsOrder FormsAffiliate Signup Forms, and Upsell forms to your WordPress pages.

To achieve this, you will first need to have added the PilotPress plugin to your existing WordPress site, or have started a new WordPress site within Office Autopilot.

  1. Log into your WordPress account.
  2. When adding a new post or page, you will notice that there is a new icon for “Add Office Autopilot Form”.
  3. Click on the icon.
  4. Once clicked, this will bring up all the SmartformsOrder FormsAffiliate Signup Forms, and Upsell Forms that you have created in Office Autopilot.

When you select one, it will grab the code and insert the form right onto your page in the location where the cursor is. If you know some HTML, you can edit the way the form looks here using HTML mode. Otherwise, you’ll need to edit the form from within the form editor in Office Autopilot.