No, I think you might have missed the point slightly. In a highly
interactive site like mine, I'm customizing every aspect of the users
experience based on information I've gleaned from them. That information is
stored in my website, but I use it to run email automations, send messages
to specific segments, merge member data into my emails, track actions like
clicked links, and much more--all through my crm. And it's a constant
battle to keep my data and the crm fully in sync.

I also do email confirmations, password reminders, create landing pages,
popups, and much more through my own site. And it's taken a mountain of
code to be able to create that interactivity. But those are all things my
crm can do effortlessly. And maybe better.

So the idea is to have BoltWire store my member data in the crm and  then
access whatever information it needs to do its thing via their API, rather
than keeping that information squirreled away somewhere in my site. The crm
thus stays permanently in sync (in fact it becomes the repository) and
BoltWire can function without having to replicate all those features
available in the crm.

Let's say someone wants to become a member and subscribe to my blog. I use
the crm to do the double optin and even store their password there. When
they login, I check to see if they are subscribed in the crm and if the
password matches what's stored there. Or let's say someone joins a class
for example. BoltWire tags them in my crm as being in the class rather than
storing that information somewhere in BoltWire. When they go to access the
class, BoltWire just checks with the crm to see if they have that tag and
grants or denies access based on that. When they finish the class, I remove
the tag, or tag them as a graduate.

All BoltWire needs is access to a simple api to subscribe, unsubscribe, and
read/write tags. And the crm does all the database storage on the back end.

I was just working on the BoltWire site today, and took a preliminary stab
at this. And it was amazing how easy it was to setup the double optin. I
have the code on my site to manage all that, and I could have imported it,
but it would have taken all day to test and tweak it. Through the crm, it
was a 15 minute job.

This doesn't mean I'll be removing any functionality currently in BoltWire.
And this approach is not even going to be the primary approach used in the
core. I will actually be upgrading the existing membership system so
Boltwire can do even more internally--and I won't be stripping anything
out. But I'm pretty sure it will be the approach I use with the Hosting
Service, as it dramatically simplifies things for me and for the client.
All I need to do is provide a crm module and explain how to use it.

With the new membership system (which I've pretty much completed) there is
a super simple system for adding hooks to read and write member data. I
actually designed it that way to accommodate potential databases. And I
already have all the crm api hooks--so it's just connecting things up, and
I'm good to go.

I did end up going a fair bit further than what I was thinking when I wrote
my blog post on the membership system--by switching to an email login
system by default. The core doesn't do double optins, so it's just as easy
and instant as before. But it gives you a way to reach out with
transactional emails. And makes it easier to switch over to a crm approach
if you wanted. I will probably provide a basic email confirmation plugin
(as that's super important) and a password reminder plugin, but that those
won't be in the core, and won't be required for BoltWire to work.

And in fact the new membership system works so well, I could forget the crm
approach completely and just use something like mailgun to send emails. I
do like the code I've put together for my own site. But it is a lot of
work. The point being, you can go any direction you want with BoltWire...

You'll also be happy to know I'll be adding a "simple login" plugin so
users can upgrade existing sites and keep their current login and
registration systems if they wish.

Let me know if you still have questions. Probably need to update the blog
post to keep it current...

Cheers,
Dan



*Climb higher in your walk with God...*
*WWW.FASTMISSIONS.COM <http://WWW.FASTMISSIONS.COM>*


On Sun, May 31, 2020 at 12:37 PM mz <tcc.pla...@gmail.com> wrote:

> Hi Dan
>
> I have read both blog posts but I did not get it.
> Email messaging as well as blogging with email will be dropped?
> For a full membership system you recommend using another provider like
> Mailchimp?
> Then this provider will pull the content via an api?
> The idea using tags is clever.
>
> Greetings, Martin
>
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