Membership and community setup with Circle, ThriveCart and ActiveCampaign
For coaches, course creators and small business owners.
Using Kit or a different platform? I work with those too.
Hi, I'm Rachel
I’m Rachel Jackson, a UK-based marketing tech specialist (also known as a tech VA). I set up paid memberships and online communities for coaches, course creators and small business owners, integrating Circle (the community platform), ThriveCart and ActiveCampaign so that payments, member access and emails happen automatically, which means you can focus on serving your clients rather than checking your tech.
WHO THIS IS FOR
You, if you’re starting a membership or community, or fixing the one you have
Maybe you're:
- Launching your first paid membership or community
- Struggling with all of the tech
- Moving platforms without disrupting your members
- Wanting members to have a great experience from day one
IF THIS SOUNDS LIKE YOU
I can help
I’ll set up the tech behind your membership so your members get the right access and emails, every time.
WHAT'S INCLUDED
Membership and community setup
Everything from the checkout page to what happens when someone cancels.
THRIVECART
Products, checkout pages, payment plans and subscriptions.
CIRCLE
Spaces, access groups and how new members are invited in.
ACTIVECAMPAIGN
Tags, welcome emails and automations.
Connecting the tech: Integrations between all three (or other tech you use), using built-in connections or Zapier, so sign-ups, upgrades, cancellations, failed payments and refunds automatically update membership access and your email tech.
How it works
- We start with a planning call so I can learn the details of your membership and your requirements.
- I map out the member journey and the processes and systems that will need to be put in place.
- I then start building, integrating and testing.
- You get working systems, documentation and a walkthrough, so you and your team can manage it day to day.
Want me to look after it once it’s live?
Take a look at ongoing support.
What Clients Say
Methodical & organised
“Rachel’s calm, clear approach and deep technical knowledge have helped us untangle so many behind-the-scenes systems.”
PHILIPPA CRADDOCK
FOUNDER & CEO, PHILIPPA CRADDOCK LTD
Such an asset
“So grateful for your diligence and knowledge. Such an asset, so glad to have you in my corner!”
GEMMA FISHER
FOUNDER & ONLINE COACH
A master automation creator
Rachel’s a master Automation creator, from connecting my website’s landing pages to their coordinating automation in Active Campaign, to scheduling my corresponding email series so it publishes correctly.
Patricia Durgin
MARKETING COACH
About me
I spent over 25 years in the print and direct mail industry, working with data, systems and processes. I’ve been self-employed since 2020, and have clients across the UK, the US, Canada and the EU.
You tell me what you’d like to happen, and leave the tech to me.
FAQs
Membership and community setup
Yes. I integrate all three so that when someone buys in ThriveCart, they get access to the right Circle spaces and the right emails from ActiveCampaign. Some of the connections are built into the platforms and some use Zapier.
We agree what should happen in each case, for example a reminder email when a payment fails and access being removed when a subscription ends. I then build those rules so they run automatically.
Yes. Most of the setup is the same either way: a checkout, access to a private space, and emails that welcome people and keep them informed. I shape the member journey around how your members will use the community.
No. I build and integrate the tech, and you or your copywriter provide the words.
It depends on your setup. Some connections between these platforms are built in and Zapier fills the gaps, so I’ll tell you which you need, and any costs, before we start.
Yes. The size of the job depends on how many members you have and which platform they’re on, so we’ll look at that together before anything is planned.
Yes. Every build comes with documentation explaining how it’s set up and why, plus a walkthrough of the day-to-day tasks. Ongoing support is available.
Yes. I’m based in Yorkshire in the UK and work remotely with clients across the UK, the US, Canada and the EU.
Yes. Although I specialise in ActiveCampaign, Circle and ThriveCart, I regularly work with different software such as Kit, Flodesk, Airtable, Make, Zapier and lots more. Just let me know what you use. I’m confident I can pick up any tech.
Still have questions?
