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Memberium Parent Child Accounts and Their Many Uses

Memberium released a feature last year called Parent Child accounts or Umbrella accounts.  It's a handy feature that add functions not available with Infusionsoft. It allows you to sell multiple memberships to one person and have them assign access to the people in their organization that will use it.  We have used it recently on client projects to:

  • Sell security training to real estate brokers they assign to the brokers that work for them.
  • Sell prayer leadership training to pastors or church leaders that they assign to members of their congregation.

You can sell let's say 10 seats and you allow an admin user to self-manage the access.

This is the first in a three part series where we go over how parent child accounts enable "parent" members to create "child" account for fellow team members.

  1. Part 1 gives an overview of the user interface we built using the shortcodes Memberium provides for this.  The shortcodes enable you to build a self-service panel so parents can manage their users.
  2. Part 2 shows how to configure the Memberium Parent Child accounts in Wordpress and Infusionsoft, including the tagging, actions sets and campaigns that make it all work.
  3. Part 3 review the Memberium parent child account shortcodes for building the parent's My Accounts page for managing their child members.

A key feature of Parent Child accounts is that when a parent's access goes away, so does that child's.  So for example if a parent fails to pay their membership, the lose access and so do all child members they allowed in.

This seems obvious, but prior to the release of this feature, this required some API work to make it happen.

Video 1

I'll be releasing part 2 very soon.

Review this lesson and please share with me what you think as comments below.