Granting Member Access Through Infusionsoft®

Member access to your Reservoir Membership Site is controlled by settings in both Infusionsoft® and Reservoir. It is based on several factors.

  • Membership account in Reservoir system
  • Valid login (email address and password)
  • Contact is tagged with active member group tag
  • Membership account in Reservoir system is set ACTIVE

New Member Access

When a new member joins, you must make sure 2 steps are completed in Infusionsoft® to grant member access to your membership site:

  1. Run Action Set (Reservoir - New Member Password Generation) - you must run this Reservoir Action Set to properly create the new member in the Reservoir system.
    NOTE: This Action Set has been added to your Infusionsoft® application by the Reservoir staff.
  2. Tag contact with active member group tag - you must apply a valid membership tag to the contact record in Infusionsoft®.

When the Action Set is run, this sends an 'http post' to the Reservoir server which creates a member account, generates a password that is stored in Infusionsoft® and sends a welcome email with login instructions to the new member.

Canceling Member Access

If a member cancels, you must complete a step in Infusionsoft® to terminate access to the membership site for this member:

  1. Run Action Set (Reservoir - Member deactivate process) - you must run this Action Set to properly remove access to the site for the contact.
    NOTE: This Action Set has been added to your Infusionsoft application by the Reservoir staff.
  2. Recommended Step - Remove contact from active member group tag - while this step is NOT required, we recommend that you remove the contact from the active member group tag.

When the Action Set is run, this sends an 'http post' to the Reservoir server which sets the member account to INACTIVE (note that it does not delete the member from the Reservoir system) and removes the member from any email notifications of forum posts.