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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView Kanban for Memberium

Memberium connects WordPress to Keap and tracks every contact's membership state through tags, recurring orders, and access levels. SleekView Kanban reads the membership records Memberium writes locally, groups them by membership status, and lets the team drag a card from Paused to Active when the customer comes back.

♾️ Lifetime License available

SleekView Kanban board for Memberium

Read Memberium members as a board, not a tag report

Memberium mirrors Keap contact and membership state into WordPress so access decisions can run locally without round-tripping to the Keap API on every page load. Each member has a contact record, a set of tags that drive access, an active or paused membership status, and a recurring product tied to a Keap subscription. The default screen exposes this through tag-based reports, which works for granting access but does not show the shape of the membership base.

SleekView reads the Memberium membership table directly and treats the membership status as the natural column to group by. Contact name from the Keap mirror, the membership tier, the recurring price, and the next renewal date ride on the card front so a member success manager sees Active, Paused, Cancelled, and Lapsed populations side by side instead of running three separate tag reports.

Drag a Paused card to Active when the customer returns and SleekView updates the local Memberium state, then the Memberium sync pushes the tag change back to Keap exactly as the standard interface does. Cancelled and Lapsed sit on the right so churned members do not crowd the live work, and filters scope the board to one tier when the catalogue spans coaching, courses, and a community.

Workflow

From Memberium membership table to a status board

1

Connect SleekView to Memberium

Add a SleekView data source pointed at the Memberium membership mirror in WordPress and the related contact and subscription tables. SleekView reads the schema and offers the membership status column as the obvious one to group by.
2

Pick membership status as the column

Choose the membership status field as the kanban column. SleekView builds one column per real status value the table contains, so Active, Paused, Cancelled, and Lapsed appear with their actual counts at the top.
3

Choose what shows on each card

Pick the fields that ride on the card front. Contact name and tier come first, with recurring price and next renewal date on a second line so a success manager reads the base without opening a single record.
4

Enable drag and drop with sync to Keap

Turn on drag and drop. Moving a card from Paused to Active updates the Memberium membership row, and the standard Memberium to Keap sync writes the corresponding tag change back to Keap exactly as a tag change in the WordPress admin would.

Sample board

Sample Memberium memberships board

Four real Memberium membership states with three cards each, showing contact name, tier, recurring price, and next renewal so success and retention read the base cleanly.
Active
287
Camila Reyes, Coaching tier
199 USD per month, renews 14 Jun
Hiroshi Mori, Community tier
29 USD per month, renews 22 Jun
Eva Larsen, Course tier
79 USD per month, renews 04 Jul
Paused
19
Daniel Okonkwo, Coaching tier
199 USD per month, paused 03 May
Sofia Almeida, Community tier
29 USD per month, paused 11 May
Aki Yamamoto, Course tier
79 USD per month, paused 28 Apr
Lapsed
42
Rasmus Holm, Course tier
79 USD per month, lapsed 09 Apr
Vihaan Patel, Community tier
29 USD per month, lapsed 17 Mar
Bea Nilsson, Coaching tier
199 USD per month, lapsed 02 Feb
Cancelled
133
Mateusz Kowal, Coaching tier
199 USD per month, cancelled 12 Jan
Ngozi Eze, Course tier
79 USD per month, cancelled 28 Dec
Liam Murphy, Community tier
29 USD per month, cancelled 04 Nov

Comparison

Default Memberium reports vs SleekView Kanban

Default Memberium reports

  • Memberium exposes membership state through tag-based reports and Keap-side dashboards
  • Seeing Active, Paused, and Lapsed populations side by side means three separate report queries
  • No card layout that puts contact, tier, recurring price, and next renewal on the same row
  • No saved board views for success, retention, or coaching scoped to their own tiers
  • No frontend embed for coaches who should see their own cohort without a Keap login

SleekView Kanban

  • Cards built from the Memberium membership mirror that is already kept in sync with Keap
  • Group by the real membership status with Active, Paused, Lapsed, and Cancelled columns
  • Drag a card to update the membership row, and the standard Memberium sync writes back to Keap
  • Save board views per coach, success manager, or retention team with scoped tier filters
  • Embed any saved board on a frontend page so coaches read their cohort without admin

Features

What SleekView Kanban gives you for Memberium

A real board on the membership mirror

SleekView reads the Memberium membership records that are already mirrored from Keap and shows each one as a card grouped by membership status. Contact, tier, recurring price, and next renewal ride on the card front.

Drag and drop that syncs to Keap

Dragging a card updates the Memberium membership row exactly as a status change in the WordPress admin would, and the standard Memberium sync writes the corresponding tag change back to the Keap contact record.

Boards scoped per tier or coach

Coaches save a board scoped to their own coaching tier, success saves a board scoped to Paused and Lapsed populations across all tiers, retention saves a board for renewals due this week. One mirror, many boards.

Audience

Who runs a Memberium board with SleekView

Member success teams

Watch Paused and Lapsed populations as live work columns, reach out to those contacts, and drag cards back to Active when the customer reactivates after a conversation.

Coaches

Save a board scoped to their own coaching tier to see who is Active in the cohort, who paused this month, and who lapsed without paging through Keap reports.

Finance teams

Filter the board to renewals due this week, see recurring price and next renewal on every card front, and forecast monthly recurring revenue without exporting a Keap report.

The bigger picture

Memberium already mirrors Keap, so read it as a board

Memberium puts a lot of effort into mirroring Keap contact and membership state into WordPress so access decisions are fast and reliable. The data is already in the database, with tier, status, recurring price, and next renewal sitting on every row. The default way to read that data is through tag-based reports, which work well for granting access but do not show the shape of the membership base on one screen.

SleekView Kanban reads the same membership mirror, groups by membership status, and turns each row into a card with the fields a success or retention manager reads first. Active fills with paying customers, Paused holds the temporarily inactive, Lapsed and Cancelled sit on the right as churn buckets. Coaches save a board for their tier, success saves a board for Paused and Lapsed populations, finance saves a board for renewals due this week.

Nothing about the Memberium to Keap sync changes, and the same hooks fire on every drag, only the way the team reads the membership base is upgraded.

Questions

Common questions about SleekView Kanban for Memberium

No. Memberium reports still own tag-based access reporting and the per-contact detail view. SleekView Kanban is a reading and dragging layer on top of the same membership mirror, useful when success and retention need to see the whole base at once instead of running three tag report queries.

 

Whatever values the Memberium membership status field actually contains. Active, Paused, Lapsed, and Cancelled are the common ones, and any custom status the site uses appears as a column as soon as a membership carries it. SleekView reads the column, it does not invent values.

 

Yes. The drag updates the Memberium membership row in WordPress, and the standard Memberium to Keap sync writes the corresponding tag change back to the Keap contact record, exactly as a tag change in the WordPress admin would.

 

Yes. SleekView saves filters per board view, so a coaching tier coach can save a board scoped to coaching contacts only, while success saves a board for Paused and Lapsed populations across every tier. Each view stays scoped to the user who saved it.

 

SleekView reads the local mirror, which is the same source of truth Memberium uses for access decisions on every page load. If a sync conflict exists, it is resolved by the standard Memberium reconciliation process, the board does not introduce a second source of truth.

 

Yes. The recurring price is read from the membership row that Memberium mirrors from the Keap subscription, so a multi-currency Keap setup shows each card in the currency the subscription was created with.

 

Yes. SleekView refreshes on a short interval and on focus, so a success manager working alongside a coach sees their drag results within a few seconds. The underlying data is the same membership mirror, so there is no separate state to reconcile.

 

Yes. Save a board view, then embed it on a private frontend page reachable only by users in the right role. Coaches read their own cohort without a Keap login, and the membership data stays protected by the standard WordPress capabilities Memberium uses for admin access.

 

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