Configuring SelfHelpWorks

SelfHelpWorks is now fully integrated with Lime Light CRM for membership sites, and Lime Light CRM and SelfHelpWorks have worked together to make this integration between the two platforms seamless and intelligent for your convenience.

 In order to activate the integration of SelfHelpWorks in your CRM, you will go to Clients and Fulfillment>Membership Providers. Click on the “Actions” drop down selection to add a new SelfHelpWorks profile.

  • Company ID - This will be provided to you by SelfHelpWorks
  • Subscription ID - This will be provided to you by SelfHelpWorks
  • Course ID - This will be provided to you by SelfHelpWorks
  • Integration ID - This will be provided to you by SelfHelpWorks
  • Products – The Lime Light CRM product Id’s that are used to create your SelfHelpWorks subscription
  • Alias - For internal purposes only to help you organize among multiple provider profiles within your CRM

This provider will be assigned at the campaign level. Once the configuration with SelfHelpWorks has been activated in your CRM, you will assign this provider to your campaign under the field named “Membership Account”. The SelfHelpWorks profile is selected by its alias, and you will assign it only to those campaigns used for your membership sites.

 Membership_Profile.png

 

Additional Configuration Notes

  1. The URL from the initial product purchase from SelfHelpWorks must be included in the Product URL field in the CRM product configuration.

 SHW_URL.png

        

     2. The email order confirmation message template must be customized to include the {productname} and {producturl} tokens in order for the customer to receive their username and password for your membership site once a SelfHelpWorks product is purchased.

The customized order confirmation message template must be assigned to the main product of your campaign regardless if your SelfHelpWorks product is the main product or not.

Order_Tokens.png

 

 

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