🔌 AI Mailer And WP Sync

ResultsAiX Mailer and WP Sync both connect to ResultsAiX Membership with nothing to set up when they are active on the same site. Every new member can go on a mailing list with a tag for their level, every cancellation can swap that tag, and every membership event can start a WP Sync bridge to another system.

Your Mailer can also live on another of your sites. Then one write key connects the two.

Where to find it:

Open AiX Membership, then the Integrations tab. The AI Mailer box, the WP Sync box and the Other sites box sit below the marketplaces. Each level also has a When someone joins this level section on its edit screen (Levels tab, Edit).

The AI Mailer box:

The badge next to AI Mailer reads Connected when the Mailer is found on this site, or when a write key for another site is saved under Other sites.

• Send members to AI Mailer switches the whole thing on or off.
• Default list (used when a level names none) is where new members go unless their level names its own list. Type to find a list, then pick it.
• When a member cancels or loses a level decides what happens in the Mailer (see below).
• The tag for each level is a table with two boxes per level: Tag while they are a member and Tag when they cancel.
• Save stores all of it.

A real join is a real opt-in, so the list's welcome sequence runs for somebody who joins.

The tag for each level:

Pick an existing AI Mailer tag or type a new one. Leave a row empty and the level keeps the tag it has always had, member- followed by the level slug, and its cancel tag, cancelled- followed by the slug. So nothing you have already tagged is renamed.

Changing a level's tag changes what new and returning members are tagged with. It does not go back and re-tag people who already carry the old one. The box under the table says how many tags AI Mailer already has to choose from.

Advanced: the fallback tag prefix (member- by default) is only used for levels with no tag of their own. Leave it alone unless you really want every such tag renamed from now on.

When a member cancels or loses a level:

• Swap the level tag for its cancelled tag (recommended).
• Swap the tag and unsubscribe them from that level's list.
• Swap the tag, unsubscribe them, and move them to another list. Pick the list under Move them onto this list. This is a real subscribe, so that list's sequence runs: this is where a win-back series belongs.
• Do nothing.

Every unsubscribe here is from that one list only and is never a permanent suppression, so a member who comes back is simply added again. Choosing move without naming a list saves as the plain unsubscribe, and the plugin never moves somebody onto the same list they were just taken off.

Sending your existing members across:

Members who joined before you connected the Mailer are not on a list yet. Under Send your existing members across, press Send all active members to AI Mailer and confirm. Every current active member is added to their level's list with their level tag, silently: no welcome emails and no sequences, because they did not opt in today. It is safe to run again.

Per level settings:

Open a level on the Levels tab and scroll to When someone joins this level.

1. Add them to this AI Mailer list: pick a list, or leave Use the default list from the Integrations tab.
2. Extra tags (comma separated): any tags on top of the level tag. The hint under the box shows the level tag that is always added and the cancelled tag it is swapped for when they leave.
3. Also run these WP Sync syncs: tick any bridges to run when somebody joins this level. Bridges that already watch this level as their source run anyway.
4. Press Save level.

These run for every join, whatever caused it: a checkout, a marketplace sale, the API, or you adding the member. Nothing runs during an import.

Marketplace products can add their own list, tags and syncs on top of the level's, so Warrior Plus buyers can go on one list and your own checkout buyers on another. The tag bought- plus the marketplace name is always added for a marketplace sale.

WP Sync:

With WP Sync on the same site, the WP Sync box reads Connected and ResultsAiX Membership appears as a source in WP Sync's bridge builder.

1. In WP Sync, build a bridge with ResultsAiX Membership as the source.
2. Pick the event: New member, Cancelled or removed, Came back, Rebilled or Refunded.
3. Pick a level, or Any level.
4. Send the person to any destination WP Sync can reach, with their email, first name and last name.

On top of that, each level's edit screen and each marketplace product can tick specific syncs to run. Cancellations and refunds only reach syncs that name them, so a plain new members sync never receives a refunder.

When your Mailer is on another site:

Plenty of people keep the members area on one site and the mailing list on their main site. That works.

1. On the site with the Mailer, open ResultsAiX Mailer, then Settings, then Write access for your membership site, and create a write key. Copy it.
2. On this site, open the Integrations tab, then the Other sites box.
3. Fill in Site address under ResultsAiX Mailer (and Audience Vault through it), and a Label if you like, such as Main site.
4. Paste the key into Mailer write key and press Save other sites.
5. Press Test with my own email to check the connection.

The AI Mailer box then says your Mailer is on that site and works exactly as it does when the Mailer is local, with the same list pickers, tags and cancel options. The lists and tags shown are that site's, read fresh every ten minutes. The other site needs ResultsAiX Mailer 1.0.197 or newer, and the test says so when it is older.

Read access and write access:

The Other sites box takes two kinds of access to the Mailer site:

• An Admin username there with an Application password, or a Mailer read key, only looks things up. It fills in each member's side panel with what that site knows about the same email.
• The Mailer write key is the one that puts members on a list over there, tagged by level. It can add, tag, retag and unsubscribe from one named list, and nothing more.

A WP Conversion Tracker and Audience Vault site can be connected in the same box with its WCT API key, so the side panel also shows purchases, spend and the rest of what that site knows. Either key can be revoked on the other site at any moment, and this site stops using it at once.

In the member's side panel:

With the Mailer connected, the side panel on the Members tab shows an AI Mailer block with email opens, clicks, engagement and Mailer status, and the member's tags. Every list and tag change is written on their timeline.

A real example:

Yoursite Academy runs AI Mailer on the same site.

1. Default list: Yoursite Academy Members.
2. Free Photo Club joins go to the Free Photo Club list with the extra tag free-club. Course buyers go to Course Buyers.
3. Gold Membership uses the tag gold-member, and gold-cancelled when they cancel.
4. When a member cancels or loses a level: swap the tag, unsubscribe them, and move them to Win-Back: Past Gold Members, where a three-email win-back series waits.
5. A WP Sync bridge sends every new Gold member to the coaching calendar.

Tips:

• Set the tags before you send existing members across, so they arrive with the tags you want.
• Use the move option for paid levels and plain tag swapping for free ones.
• Quick Polls answers tag members through the same connection. See Quick Polls: One-Click Questions On The Members Dashboard.

Related guides: Quick Polls: One-Click Questions On The Members Dashboard, The Member Profile Page And The Side Panel, Selling On JVZoo, Warrior Plus, ClickBank And PayPal, Levels: Your Access Groups.