When we launched our video membership site with MemberPress, we often questioned what factors truly influenced a visitor to sign up. Was it a specific blog post, an engaging tutorial, or perhaps a page they frequently revisited?
Lacking clear data makes it feel like you’re merely guessing which content resonates best. This uncertainty complicates identifying where your efforts yield results and where potential opportunities might be overlooked.
That’s why we began tracking the customer journey. By integrating MemberPress with MonsterInsights, we can analyze the steps users take prior to subscribing, allowing us to better understand what strategies are effective and make necessary adjustments.
In this guide, we will provide a step-by-step process for setting up the same tracking system, enabling you to gain valuable insights, enhance your website, and increase your signups. ✅
Why is Tracking the Customer Journey Important with MemberPress?
Tracking the customer journey in MemberPress is crucial as it reveals precisely which content on your site persuades visitors to become paying members. ✅
For a WordPress membership site, the customer journey encompasses every action a user takes, starting from their initial visit to the point they access exclusive content, online courses, or digital downloads.
MemberPress is a widely-used membership plugin that offers a variety of advanced features. It enables you to accept payments, create different membership tiers, develop exclusive content, manage access based on membership levels, establish members-only forums, and much more.
However, it lacks built-in customer journey tracking capabilities.
The good news is that by integrating MemberPress with MonsterInsights, you can track the initial pages customers visit, monitor their navigation through your website, and analyze the time they spend on each page before they decide to sign up.
This data provides valuable insights into customer behavior, allowing you to enhance the user experience on your WordPress site and increase your sign-up rates.
In this guide, we will walk you through the process of effectively tracking customer journeys in MemberPress. Here are some quick links to help you navigate to specific sections:
- Tracking Customer Journeys in MemberPress with MonsterInsights
- Installing the eCommerce Addon for MonsterInsights
- Setting Up the User Journey Addon in MonsterInsights
- Viewing Customer Journeys in MemberPress
- Utilizing Customer Journey Tracking in MemberPress
- Frequently Asked Questions about Tracking Customer Journeys in MemberPress
- Expert Resources on WordPress Membership Sites
Are you ready? Let’s get started!
1. Tracking Customer Journeys in MemberPress with MonsterInsights
The quickest and easiest way to implement customer tracking in MemberPress is by using MonsterInsights, the top Google Analytics plugin for WordPress. It enables you to view your Google Analytics traffic and visitor statistics directly from your WordPress dashboard.
MonsterInsights includes an eCommerce addon that automatically recognizes MemberPress and other eCommerce plugins, allowing it to track customer behavior in Google Analytics seamlessly.
Additionally, it features a ‘Customer Journey’ addon that provides insights into user behavior prior to their registration.
At CanadaCreate, we personally use MonsterInsights! This tool helps us track conversions, monitor referral links, and analyze essential site statistics such as visitor demographics and popular pages. For an in-depth review of the platform, be sure to check out our comprehensive MonsterInsights review.
To begin, let’s install and activate the MonsterInsights plugin. For detailed instructions, refer to our step-by-step guide on how to install a WordPress plugin.
📝Important Note:You will need the Pro plan to access the eCommerce and User Journey addons used in this tutorial. However, there is also a free version available called MonsterInsights Lite.
After activation, you’ll be greeted with a welcome screen and a setup wizard.
Click the ‘Launch the Wizard’ button and follow the instructions provided on the screen.
For comprehensive guidance, refer to our article on how to install Google Analytics in WordPress.
2. Installing the eCommerce Addon for MonsterInsights
Once Google Analytics is configured on your website, the next step is to install the eCommerce addon.
The addon will automatically recognize MemberPress and other eCommerce plugins on your site, tracking them in Google Analytics without the need for code changes or hiring a developer.
To proceed, navigate to Insights » Addons and find the ‘eCommerce’ addon. Click the ‘Install’ button, and the addon will activate automatically.
Once activated, the addon will start collecting data immediately.
Next, go to Insights » Settings in your WordPress dashboard and select the ‘eCommerce’ tab.
Here, MonsterInsights will automatically identify MemberPress and begin tracking its data.
You can view this data in the ‘eCommerce Report’ within MonsterInsights.
Access the report by going to Insights & ReportsThen, click on the ‘eCommerce’ tab. Please allow up to 24 hours for metrics to appear.
The report will provide insights into the performance of your MemberPress site.
You can view your site’s conversion rate, total transactions, revenue, and average order value.
For further information, please refer to our guide on setting up eCommerce tracking in WordPress.
3. Installing the User Journey Addon for MonsterInsights
With Google Analytics now tracking your MemberPress site, the next step is to enable the ‘User Journey’ addon in MonsterInsights.
This addon allows you to track each customer’s journey before they make a purchase in MemberPress, including the pages they visit and the time spent on each page.
First, navigate toInsights & Addonsin your WordPress admin dashboard. Locate the ‘User Journey’ addon and click the ‘Install’ button.
The addon will automatically activate and begin tracking your customers’ journeys.
4. Viewing Customer Journeys in MemberPress
The User Journey addon is now active. Once a visitor purchases a membership on your WordPress site, their customer journey will be recorded and saved automatically.
You may be curious about where to locate that information.
Simply go to MemberPress » Transactions to view a comprehensive list of your MemberPress orders.
To access the details of a transaction, click on its transaction number in the first column.
Next, scroll down to the bottom of the transaction details to find the ‘User Journey by MonsterInsights’ section.
Here, you can view each step the user took leading up to their membership purchase.
This includes the time spent on each page, the titles of the pages visited with links, and the duration spent on each page. Additionally, you will see the total number of steps taken and the overall time a user took before becoming a paying customer.
5. Utilizing Customer Journey Tracking in MemberPress
Now that you are monitoring customer journeys in MemberPress, you can leverage this data to enhance your website and boost conversions.
For instance, if you analyze several customer journeys and identify a trend, you might find that many visitors read your blog post, “10 Best Stretches for Back Pain,” just before subscribing to your yoga video library.
This indicates that the post is an effective conversion tool. To further increase your sales and conversion rates, you could then:
- make the signup form more visible on that post
- increase the number of internal links to this post or page from other articles on your site
- offer an exclusive discount for your readers
- create a dedicated landing page that provides all the necessary information
In addition to analyzing the posts your visitors are engaging with, examine users who purchased a membership with fewer steps or in less time. Are there any common traits that can help you target similar users?
For example, they might share a similar location or age demographic, or they could come from the same referral source.
By exploring customer journeys in MemberPress, you’ll gain insights into your online sign-up process and sales funnel. This understanding can help enhance customer experience and boost sales.
Frequently Asked Questions: Tracking Customer Journeys in MemberPress
Is the pro version of MonsterInsights required for this feature?
Yes, you will need the MonsterInsights Pro plan, as the eCommerce and User Journey addons are premium features.
How long does it take for data to appear?
Once you install and activate the addons, it may take up to 24 hours for data to start showing up in your reports. This is the standard processing time for Google Analytics.
Can I apply this method to other eCommerce plugins?
Yes, the MonsterInsights eCommerce add-on is compatible with various plugins, including WooCommerce and Easy Digital Downloads. It will automatically recognize them once installed.
Is this setup challenging if I’m not a developer?
Not at all. The great advantage of using MonsterInsights is its user-friendly nature. You won’t need to write any code to set everything up correctly.
Comprehensive Guides on WordPress Membership Sites
We hope this tutorial has helped you understand how to track customer journeys using MemberPress.
Now that you know how to monitor customer journeys with MemberPress, you might be interested in exploring additional guides related to WordPress membership sites:
- The Ultimate Guide to Building a WordPress Membership Site
- What Are the Costs Involved in Starting a Membership Site?
- How to Create a Members-Only WooCommerce Store
- How to Enable User Registration on Your WordPress Site
- How to Prevent Spam Registrations on Your WordPress Membership Site
- Top WordPress Themes for Membership Sites
- Top WordPress Membership Plugins
- Noteworthy Membership Site Examples You Should Explore
- MemberPress Review: Is It the Right Membership Plugin for Your Needs?
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