Current Web/Membership Portal/CRM Integration/Community Project

This project will include a custom theme WordPress website build that will included a membership portal integrated into a CRM (Keap). Components of the site included a tier-paid membership model with each level having access to English and French PDF-based searchable reports tracked via the CRM and Matomo analytics.

Other features will included a user dashboard, profile, and community hub with integrated SSO. This sites content and Community Hub will be in English and French using Invision Power Board.

Membership Portal/CRM Integration/Forum Project

This project included a membership portal site and integration into a CRM (Keap). Components of the site included a tier-paid membership model with each level having access to podcasts and Premium Content. The site has over 1000 hours of viewing content which runs via a 3rd party and cloudfront with amazons3.

Other features include a user dashboard, profile, upselling and downgrading of subscription and forum with SSO integration.

Membership Portal/CRM Integration Project

This project involved a custom theme WordPress website build that included a membership portal integrated into a CRM (Keap). Components of the site included a tier-paid membership model with each level having access to English and French PDF-based searchable reports tracked via the CRM.

Other features included a user dashboard, profile, and forum with integrated SSO. The sites’ content is in both languages which also includes a membership directory and several searchable resources.

With ongoing consulting with the CAF project team, all data from their current CRM had to be analyzed and sorted before importing into the new CRM. This process would involve creating new custom fields to house customer and organization data. The result was importing over 8000 members’ records’ and triggering new credentials for the members. Other automations included tracking credit card payments and offline payments, and changing subscription payment/expiry dates which was an incremental part of a transition period before moving lead contacts into ongoing renewal automation.

Canadian Apprenticeship Forum

Past Web Project

Website was build with the Genesis framework and bootstrap, custom post type was used top handle home page images so that the client can easily update or swap them out. Other features include Instagram feed, web form integration and property plugin for listings.

Current Web Design/online learning platform project

Membership Site build using Wishlist Member, content is drip feed and integrated into 1 Shopping cart and Mailchimp.

Site is built using Avada which is fully responsive across all browsers, tablets and smartphones. Videos are integrated from Amazons3 using S3bubble to encrypt and stream the video content.

Past Web Project

Ongoing work includes membership updates and bug fixes due to plugin and theme conflicts.

Recent projects include Imember360 to Memberium migration, custom dashboard with pop up addition for upselling and membership level control, plus custom WordPress plugin to show a certain number of blog posts per membership level.

Past Project

Provided consultation in website membership build using Divi, Learndash and Memberium that was integrated with Infusionsoft.

Drip feed campaigns where set up in Infusionsoft as well as one click upsells for the membership sales process, as well as tagging, importing records, product creation and affiliate program.

Past Project

Originally the website and online learning platform was built on a WordPress multi-site network which was causing problems for the client.
The project involved separation of each component (the website and learning platform) an recreating the sites on separate Wordpress installations.

Other updates included a customized Memberium dashboard and the installation and configuration of Learndash to deliver the online content.