Memberium Parent Child Accounts – How They Work and How to Use Them – Part 1

Memberium Parent / Child accounts were invented to address a very specific problem. Keap / Infusionsoft is a solid customer relationship management (CRM) solution.  It's great at handling automations involving individuals. For example, it does a good job working with Memberium to give individual contacts access to a membership or online course program they purchase.

It's all good there.

What it's not well equipped to handle is operations involving a group people related in some way. The requirement course builders like us run into all the time is the selling of memberships or online courses to one individual purchasing it for a number of people in the organization. They need to buy a block of seats, pay it with one transaction and then give access their group of people access to your program.

This opens up opportunities for course builders. Instead of selling courses individually, you can sell 10, 20, 50, 100 or any number of seats at a time. Like I said before, you have person making the purchase giving a number of people in the organization their own accounts with access to your program.

Memberium provides their Parent / Child or Umbrella account feature that addresses that requirement head on.  In this four part video series, I show how we made use of parent / child accounts on a customer project to create a "parent" members that can then invite other members of their organization as "child" members giving them access to the program.

The Memberium Parent / Child Account Series Explained

I've created four videos showing the different parts of the solution and how they work together to provide a very comprehensive set of features for membership and online course builders.

1. Video 1 gives an overview of the user interface. We build a Profile or My Accounts page that enables parent members to manage access to the block of accounts they purchased manage child member access.
2. In Video 2, I go behind the scenes to show how to configure Memberium Parent / Child accounts. I carefully go over the Memberium account settings page, the Keap / Infusionsoft tags, actions sets and campaigns working together with Memberium to provide the access.
3. In Video 3, I review how I used the Memberium Parent / Child account shortcodes to build the parent's child member management page.
4. In Video 4, I go over how Memberium Parent / Child accounts work under the cover demystifying the magic. This video covers how you can make use of this know-how to import an organization's members to Keap and give them access without requiring a lot of manual work.

If you are not familiar with Memberium Parent / Child accounts, the feature allows you to build a self-service interface parent members can use to give other members access.   The Memberium interfaces and shortcodes give you plenty of power and flexibility.  In the scenarios I use in the video, I give parent and child members the same access.  They can all make use of the same set of online courses.  The difference between the parent and child accounts is that parents can invite other members to the site by creating child accounts.  The interface allows you to get pretty creative.

One important feature of Parent / Child accounts is  that when a parent members lose access (i.e., they cancel or stop paying) so do all their child accounts.  For example, if a parent fails to pay their membership, their access gets removed and their child accounts accounts also lose access. They can no longer login.

Memberium Parent / Child Account Series - Video 1

You can click here to view part 2 of this video series.