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Installing Memberspot
Day 1 with Memberspot: The checklist for setup and operation
Day 1 with Memberspot: The checklist for setup and operation

Getting started. A Short guide to help you succeed with Memberspot from day one. Step-by-step Instructions

Fritz avatar
Written by Fritz
Updated over a week ago

πŸ‘‹ Welcome to Memberspot.

Over 2,500 companies use Memberspot to train their customers and employees, and even the biggest and most eager have been where you are now (more on that below 🧐). So use the tips & tricks we've all picked up over time to help you succeed - you can do it!

Check List for Setup

Step 1: Choose the right tariff πŸ“

Here are the steps to book the right Plan:

  1. Open your free trial account

  2. Decide on the right tariff that suits your needs.

  3. Log in to your account and go to the "Account β†’ your account" section.

  4. Enter your billing address πŸ“.

  5. If you want to change your Plan, click on "Prices". πŸ”„

  6. Choose your preferred payment method: SEPA direct debit or credit card. πŸ’³

πŸ’‘ Please note: You can change your Plan at any time by logging into your account and going to the "Plan" section.

Step 2: Order moving service (optional).

This is how the relocation service works:

Use our free relocation service to move your content from your current learning platform to Memberspot. πŸ†“

  • We can move your courses from the following platforms; Kajabi, Funnelcockpit, Coachy, Elopage and Learningsuites πŸ“

  • This offer is included free of charge starting with the Pro plan πŸ’Ό

  • Your move is completed within 7-14 business days on average 🚚

πŸ’‘ Please note: To take advantage of our moving service, contact our support team, and we will be happy to help you.

Step 3: Create and upload content πŸ“šπŸ“ΉπŸŽ¨πŸ“

1. create your course content πŸ“š Choose the appropriate medium for your content. For example:

  • Meditations ➑️ Audio Lessons 🎧

  • Software training ➑️ screen recording πŸ“Ή

  • Reading information ➑️ PDF lessons πŸ“

  • Courses with certification ➑️ Create certificates πŸ“œ

  • Automatic learning checks ➑️ Use multiple choice exams βœ…

  • Multilingual courses ➑️ Use multiple member areas πŸ‡©πŸ‡ͺπŸ‡ΊπŸ‡Έ

2. Activate DRM copy protection (optional)

3. fill lessons with content πŸ“πŸ–ΌοΈ Add descriptions and thumbnails. Meanwhile, you can view courses in the training platform. Learn more about Memberspot's course editor.

πŸ‘‰ Tip: Make sure your content is engaging and easy to understand to improve your students' learning experience. How you can do that? We have a free training for you 🎁

Step 4: Set up community forum 🌐 (optional)

You will set up the forum function to enable comments under lessons. You can also create company news and enable exchange between employees and customers.

Learn more about setting up the community feature. To use the feature, you will need to obtain additional learner consent.

Step 5: With accesses, create course groups πŸ‘₯

With Memberspot accesses you can manage and unlock courses and groups. One can:

  • Set schedules for start and expiration dates πŸ”‘

  • Add exchange space to course groups πŸ—„οΈ

  • Accesses can be activated and blocked manually or via external connections πŸ”’

πŸ”‘ Set up course groups:

  • First, you must have created a course as in step 3.

  • Group your courses into course groups for better clarity.

  • Set the expiration date for each course group to ensure that your learners have access to the course content only for a limited period of time.

  • Add forum spaces to facilitate exchanges between learners and instructors.

After you have completed steps 1-4, your accesses, or course groups are successfully set up, and you can assign them to learners in the next step in member management.


Step 6: Set up members app, design and branding and URL of your area πŸ“±

Now let's make your learning platform engaging, here's how:

πŸ‘‰ Step 1: Go to "Design your area" in the side menu.

πŸ‘‰ Step 2: Set the company logo by uploading it. Also choose a suitable font and colors that match your company's branding.

πŸ‘‰ Step 3: Choose "Settings β†’ Members App". Give your learning app a name that is easily recognizable. Also upload a matching app icon to make the app more appealing.

πŸ‘‰ Step 4: After you set up the design and branding of your member app, you can also set up a URL for your domain. This step is called domain mapping. Choose a simple and easy to remember URL that fits your business.

πŸ‘‰ Step 5: Set up course home page or customer and employee portal.

πŸ‘‰ Step 6: Check everything again and save your settings. Now you're ready to use your members area, and in the next step you can customize the emails for learners and invite members.

πŸŽ‰ With these simple steps you have successfully set up your member app, the design and branding as well as the URL of your area. Now you can engage learners and make your business even more successful!

Step 7: Customize email templates and send the credentials to learners πŸ“§

Personalize your email templates:

  • Credentials email: includes user registration link πŸ“©

  • Course welcome message πŸ™Œ

  • New chapter unlocked πŸ”“

  • And more templates ...

Now you can add your members in the member management:

  • Add Manually: Click on "Add" and enter the name, last name, email address and assigned courses. ✍️

  • Sell Digitally:

    The second way is to integrate a payment processor to automate digital selling. We have already integrated Copecart and Digistore24. With interface tools like Zapier and you can also connect to other payment providers and store systems like Shopify, WooCommerce, Stripe and PayPal. πŸ’³

  • Import CSV list:

You can send emails to members in the 1000s of steps, with importing email lists credentials.

In order to import members, you must read and agree to the Service Agreement between you and Memberspot, AV Agreement for short.

Step 8: Integrations and automation to existing systems like CRM and email marketing tools ⚑

Connect your systems via integrations. Use inbound and outbound connections. Copecart, digistore24, Zapier, zoom, Google Tag Manager (GTM), Meistertask, Slack, Pipedrive, Make, HubSpot, Trello.

To connect your systems with Memberspot, you can use integrations. There are inbound and outbound connections that allow you to link different tools and platforms.

Supported payment providers include Copcart and Digistore24, among others. In addition, you can connect other payment providers and store systems like Shopify, WooCommerce, Stripe and PayPal via Zapier and

But not only payment providers can be integrated, also other tools like Zoom, Google Tag Manager (GTM), Meistertask, Slack, Pipedrive, Make, Klicktipp, Hubspot and Trello can be integrated.

⚑ To start automations, you can send event triggers in Memberspot to your other tools.

  • Member has received course

  • Member has received access

  • Lesson completed

  • Member not logged in

  • Member has been added

  • Access expires in x days

Additionally, the Memberspot API can be used. For Enterprise customers, we can set up SSO via Microsoft Azure Active Directory.

SSO (Single Sign-On) allows users to log in to multiple applications with a single credential. This means that a user only needs to log in once to access their digital courses and training content associated with SSO.

πŸš€ Use these integrations and event triggers to automate your processes and make your work more efficient.

Step 9: Set up mood barometer / survey tool (optional, from BUSINESS tariff) 🀩

Here is a short step-by-step section on how to set up the Sentiment Barometer, the pop-up survey tool:

Go to your account settings and click on the "Surveys" option.

  1. Activate the poll feature.

  2. Customize the surveys as you wish.

  3. Select the intervals at which you want the surveys to be sent.

  4. Preview your survey.

  5. Let the members answer the polls.

  6. The answers will be bundled and displayed in the dashboard menu.

  7. Admins with standard roles can view the dashboard. The survey tool is available from the Business plan. πŸ’Ό

Step 10: Account Sharing Control - Enable Fingerprint Option (Optional)

  • The fingerprint function prevents the sharing of login data by third parties. πŸ”’

  • Account sharing control helps prevent misuse of credentials. πŸ™…β€β™€οΈ

  • No more losses due to unauthorized knowledge sharing. πŸ’°

  • Customers need to purchase additional learning licenses to access content. πŸ”‘

Instructions on how to enable the fingerprint / account sharing features:

  • Open Settings => Security

  • Accept the fingerprint policies for the fingerprint / account sharing control.

  • Enable the "Allow only one login at a time" option to ensure that only one device can be logged in at a time.

  • Select the maximum number of devices a member can use at one time.

  • Determine how many times per month a member can delete devices from the device list.

  • Note that each browser counts as a separate device.

  • As an administrator, you can edit the device list of individual members and remove devices.

πŸŽ‰ Congratulations, the setup is successfully completed.

You have completed the Memberspot setup! Your courses are completed, you're imparting knowledge digitally, and you're enjoying the benefits of Memberspot.

What's next?

Your setup phase is now complete. Now your Memberspot usage changes to the continuity phase, the ongoing operation of your learning platform.

you can adjust all settings even after setup.

You can:

  • Add more members

  • Create more courses and learning content

  • Adjust your rates on your own

  • View member reporting and track learning progress

  • Above all, you will work with the course editor.

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