4.1 Creating and Managing Memberships

Created by Danny Wong, Modified on Sun, 9 Aug, 2020 at 1:19 PM by Danny Wong

Video Overview

What this video covers:

Creating a membership and understanding the Membership options.

Creating a Membership

Creating a Membership in MemberPress is very similar to creating a Page or Post in WordPress -- in fact the Memberships are shown on your site as pages. To setup a Membership do the following.

  1. Set a Title for the Membership (Example: Basic Membership). The title is required and should have some value.
  2. Set a price and subscription term for the Membership. You can select One-Time payment that is for lifetime access or that expires after a custom number of days, weeks, months, years, or on a fixed date. You can also enable Recurring subscriptions that bill Weekly, Monthly (with the option of every 3 or 6 Months), Yearly, or a custom interval (any custom interval of days or weeks). As a simple example, say you chose recurring subscription every Month. This would mean that your members will be charged the amount of the Membership every month.
  3. (Optional) Set a Trial Period on the Membership. Setting a trial period is a great way to let your members demo the Membership for a few days before they purchase. You can choose to set the trial as free or discounted in price. You can even check the, "Allow Only One Trial," option to make it so users can only have access to the trial period of this membership once. Trial must be entered according to days, but if the number entered is a multiple of 7 it will show up as weeks, multiples of 30 will show up as months and multiples of 365 will show up as years. NOTE: if the number is greater than 14 and is not divisible by either 7, 30, or 365 there is a chance of having issues with your payment gateway processing the transaction correctly.
  4. Add some text/images to the body of the Membership. This is where you'll try to advertise the key benefits of your Membership and sell it to the customer. The Memberships show up on the front end like regular WordPress pages, so feel free to get creative with your Membership page layout, content, and design.
  5. Set who can purchase the Membership. "Everyone", means everyone including guests and logged in members can purchase the Membership. "Guests" means only non-registered members can purchase. And finally "Members" who have purchased ... You can use this last option to prevent members from buying a Membership until they have first bought some other Membership.
  6. Lastly configure the Group Page Pricing Box Display. As you make changes to the display options, you can get a feel for how it will appear in the Preview box. Head to our Groups section of this user manual for a more in depth explanation of groups.

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