5.2 Using the Members Page

Created by Danny Wong, Modified on Sun, 09 Aug 2020 at 02:04 PM by Danny Wong

Overview

The Members page of MemberPress allows you to view all of your member's data in one place, and it also gives you the ability to manually add members to your site. Here however, we will mainly be discussing the type of information that you will see on your Members page and how to use it, from top to bottom.

Using the Screen Options

The Screen Options of WordPress can be accessed by clicking this little drop down option near the top right of the page:

When clicking that, you will be able to see each option discussed in the 'Understanding the Members Table' below. If you don't care to see a certain column in the Members Table, just uncheck it here.

You can also use the 'Pagination' option to select how many members you would like to show up on the page. When the limit is met at the bottom of the table, you will need to use the page scroll option below the table to see more data.

Then, click the 'Apply' button to apply your changes.

(Helpful hint: use this setting to select a specific number of records to export with the export feature explained in the last section below).

Filtering Members

Our filtering tool found above the Search option can be used to filter your table to show you information about any membership on your site.

Simply use the first drop down to select the membership (only published memberships will appear) and the second drop down to select if you want to see 'All Members', 'Active Members', 'Expired Members', or only 'Non-Members' (anyone who abandoned signup or has not paid for anything successfully) for that membership.

Then click the 'Go' button to see the results in the table below.

(Helpful hint: use this setting to sort out specific memberships (active or inactive members) to export their data with the export feature explained in the last section below).

Searching Members

The search tool found directly above the Members Table and to the right, gives you the option to search from the following fields on the Members Table: Username, Email, First Name, Last Name, ID, or Any (slow).

To use this feature, simply use the entry box to enter what you would like to search for, and then select the appropriate option from 'by Field' drop down menu.

Understanding the Members Table

Here is a list of all the fields that show up on the Members Table and what you might see in them:

Field Name	Description
Id	The user ID for the member.
Username	The username of the member. Username is clickable to edit the user. Hovering over it will reveal an option to edit and delete the user.
Email	Email of the member.
Status	Possible options are: Active - has access to protected content based on membership Expired - had a membership that no longer grants access None - the user has never subscribed to a membership
Name	First and last name of the member.
Subscriptions	Will show how many subscriptions the member has and what their rebill status is from one of the following options: Enabled - automatically recurring billing is set Stopped - the user's subscription has been cancelled or naturally expired Paused - the user's subscription has been paused by either an admin or the user Pending - something prevented the user from registering completely. Check the gateway for a completed payment Blank - if you don't see an entry, that means the member likely has no subscription, or it is a one-time payment subscription The displayed options are clickable and will take you to the subscription(s) that fit that description.
Transactions	Shows how many transactions the user has and under what status they are: Complete - any completed transaction that is not expired Expired - any completed transaction that has reached it's expiration date Other - any transactions that have been refunded, failed, or marked as pending The displayed options are clickable and will take you to the transaction(s) that fit that description.
Memberships	Will list the name of the active Membership(s) that the user has subscriptions to.
Last Login	Displays the date of the member's last login, or Never if they have yet to login after registration.
Logins	Displays the total number of logins for each member.
Value	Will show the total amount that the member has paid you over their lifetime.
Registered	Displays the date the member first registered on your site, regardless of membership.

Exporting Members Data

At the very bottom of the Members page you'll see two options for exporting:

Export all as CSV - click this link to export only the records shown on the page you are currently viewing. (See the Helpful hints near the bottom of the 'Using the Screen Options' and 'Filtering Members' sections above to pull more specific results.)

Export table as CSV - click this link to export all of the members info on your site as a CSV file. This option also includes all custom fields for each Member.