With Membership Plans, you can organize your members and pages to provide access to exclusive content on your site. Plans can be free or paid. For example, one of your customers has asked you to create a site that includes online cooking courses. With membership plans, users can join in order to get access to online video courses.
Creating a custom access membership site involves one to three steps, depending on whether it will be free and how members will sign up for the plans.
Note
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Media uploaded to the media manager and added to membership pages are not secured and are still available using their direct link.
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Dynamic pages are not able to be assigned as membership pages.
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You can only test your membership plans on a published site, it does not work in preview mode.
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In accordance with industry standards, membership pages are by default not indexed and will not be searchable.
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Paid plans by default are set to auto renew.
To create new Membership Plans:
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In the side panel, click Membership.
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Click Membership Plans.
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Click + New plan, and complete the fields.
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Pricing. Select the plan type
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For paid plans:
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Click Paid.
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Choose a billing cycle (weekly, monthly, or yearly)
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Enter a price into the Price field.
Note
Paid plans by default are set to auto renew.
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For free plans:
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Click Free.
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Assign pages. Select the pages that only members with this plan will have access to. If a page isn't assigned, members only assigned to this plan won't have access to any pages.
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Members with this plan. If there are already site members, they can be added to free plans here. Members are not yet able to be added to paid plans.
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Click Save.
Once a plan has been created, if you want site visitors to be able to sign-up or purchase a plan, a button for the plan will need to be added to the site.
If you will only be giving access by assigning members, this step can be skipped.
To add a button to the site and configure it for a membership plan:
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Navigate to the desired location for the button.
Tip
If there are multiple plans and you would like to add a section comparing the available plans, there are pre-designed sections. There is a category in Sections titled Plans with a variety of options.
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In the side panel, click Widgets.
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Search for the Button widget. Click and drag the widget to the location you want in the site.
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Click the widget to open the content editor.
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Enter the text for the button.
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In the link picker options, click Membership plan checkout and click into the drop down menu to select the desired plan for the button.
To accept payments for paid membership plans, a payment gateway needs to be connected.
If you will only be offering free memberships, this step can be skipped.
To connect a payment gateway to accept payment for membership plans:
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In the side panel, click Membership.
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click Membership Plans.
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At the top of the page, click connect a payment gateway. Alternatively, in the side panel click Settings, and then click Payment gateways.
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Currently, you must connect Stripe as the payment gateway. Next to Stripe, click Connect.
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Follow instructions to log in and set up Stripe. To manage changes to your Stripe account, click Manage.
Note
Discount will apply to duration of membership. It is not able to be set as a one time discount.
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In the side panel, click Membership.
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Click Settings, then click Discount.
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Click +Add discount.
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Complete the fields.
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Name. Internal name for the discount. It is only visible to you and will not be seen by shoppers.
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Effective date. When the discount will become available.
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Expiration date. When the discount expires.
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Usage limit per customer. How many times the same customer can use the discount code.
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Total usage limit. How many times the discount code can be used in total by all customers.
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Combine with other discounts? Whether or not this discount code can be used at the same time as other discount codes when checking out.
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Select your discount type. A percentage or specific amount off.
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Percentage off or Amount off (dependent on the selected discount type).
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How will customers apply this?. There is currently only one option and by default, it is selected.
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Enter the discount code. The code you would like customer's to enter.
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To edit or delete existing plans:
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In the side panel, click Membership.
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Click Membership Plans.
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Click the three dots (
) icon next to the plan you want to edit or delete.
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Edit membership plan. Edit any details, add additional assigned pages or members, and then click Save.
Note
Changing the price of the plan will only apply to members that sign up after the price has been changed.
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Delete membership plan. Click Delete to confirm.
Warning
Deleting a plan will cancel any existing subscriptions prompting an automated email to any members informing them of the cancellation.
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If you would like to set up taxes to be added to paid plans, please see Taxes for Membership.
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Access Membership Plans (In the side panel, click Membership > Membership Plans).
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Click the three dots (
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Click Edit membership plan.
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Scroll down to the Members with this plan section.
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Click + Add Members.
Note
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Members must already have been added (invites are not able to be sent from this screen).
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Members can currently only be added to free plans. Adding to paid plans is coming soon.
Following are the different membership emails that can be sent.
The following emails can be sent to members:
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Confirmation of purchase.
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Notification once membership has been approved (if memberships need to be approved).
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Notification if their payment declines. A link will be provided in the email to update their payment information.
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Confirmation of cancellation at the time of cancellation (whether by the site admin/client or the member).
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Follow up confirmation of cancellation at the end of the membership period.
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Notification when a refund has been provided.
The following emails can be sent to site admins or clients you have added to the site:
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Membership requests (if memberships need to be approved; only those approved will receive them).
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Copies of customer notification emails if enabled in the Store Business Info.
To enable copies of customer notification emails:
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In the side panel, click Membership.
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Click Settings, then click Store Business Info.
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Fill out all the fields.
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In the Contact email field, enter in the email that should receive notifications.
Note
Currently, only one email address can be entered into the field.
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Click the box under the field, Send me copies of customer notification emails.
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Click Save.
The member dashboard is a central hub where your members can manage their membership details.
Through the dashboard, members can:
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View their invoices.
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Manage their membership.
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Update their payment information.
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Update their billing address.
Note
A login widget need to be present on the live site for the dashboard to be available.
If member's are logged in, but don't see any of the membership pages, it could be that the pages are in a different membership plan than the member or not in a membership plan.
To ensure the pages and members are in the desired plan:
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Access Membership Plans (In the side panel, click Membership > Membership Plans).
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Click the three dots (
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In the Assigned pages section, ensure the desired pages are listed. If they are not, add them here.
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In the Members with this plan, ensure the member that is not able to see the pages is listed. If they are not, they can be added if the plan is free (members are not currently able to be added to paid plans)
Yes, there are some available options that include:
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Use a separate field for first name and last name
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Use a separate field for customer’s street name and number (Some countries require 2 separate address fields by default, regardless of your setting here).
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Requesting customer's phone number (some countries require this by default, so it might appear at checkout even if you don't select it).
Note
Currently, the design of the checkout is not able to be edited.