Membership levels can be created easily using the Memberium Dashboard. During initial setup, the installation wizard will help you create some levels, but there’s no reason you can’t make or change your membership levels yourself. This guide will walk you through the steps.
The Membership Screen
The first step is to familiarize yourself with the Membership screen. You can get there by going to Memberium->Memberships in your WordPress menu.
Once you’re on the screen, you’ll see a list of memberships you have, with the options to create new memberships, edit your existing memberships, or create new tags.
Creating a New Membership From Scratch
To create a new membership, go to the Tag Builder Pro panel at the bottom of the Memberships screen. Memberium will automate creating your tags for you, so you don’t need to go into Infusionsoft at all. You’ll use the topmost input “Create Membership Level”.
- Enter the name of your new membership level
- Select the Infusionsoft tag category to put the tags in.
- Check the box if you want to automatically create PAYF, CANC, and SUSP tags.
- Click [Create]
This will create your membership tags in Infusionsoft and assign them to your new Memberium Membership level. The automatically created tags will have the same name as your Membership level so that you can identify them easily in Infusionsoft. When the screen reloads you will see your new membership level at the top, ready to go.
Pro Tip
The Tag Builder just creates the basic elements of the membership. At this point, you’ll probably want to go up and click the Edit button for your membership level so you can fine-tune the details such as your membership home page.
Creating a New Membership Using Existing Tags
If you already have the tags created in Infusionsoft and you want to use them for Memberships in Memberium, click the [Create a New Membership Level] button
This will display the membership creation screen, with dropdowns so that you can pick which Infusionsoft tags to use. Unlike older membership systems, you can use any tags you want for your membership levels and are not limited to pre-set names.
Only the Membership Name and Access Tag are required. The rest are optional settings.
The PAYF, SUSP and CANC and suspend tags are only needed if you are doing a subscription or payment plan membership level. If your clients pay once, you can skip these.
You can also review the other settings. The settings have “What’s This?” help links next to them to explain what they do.
Once you’re done, go ahead and click the [Create Membership Level] button at the bottom of the screen and save your new Level.
Pro Tip
It’s really helpful for testing purposes to create a test contact in Infusionsoft with this membership tag so you can test the site as someone with that membership level.
Editing a Membership Level
(all options explained)
After you’ve created a membership level, you may want to go in and edit the level to set up some of the more advanced options.
When editing a membership, you’ll have the following options to use. The only required options are the Membership Name and the Access Tag. All the other settings are optional and you can set them up over time to increase your site’s functionality.
Membership Name
This is the name of your membership level, it’s an internal label that your members will not see unless you choose to show it to them with the [memb_user_levels] shortcode. We recommend keeping the name unique and descriptive, but short.
This name will show up when editing pages in the Memberium Content Protection box which allows you to protect the page/post with this level.
Access Tag
This is the main membership tag. If a member has this tag in Infusionsoft, they’ll be granted the membership in Memberium/WordPress. Members that don’t have this tag won’t be granted the membership.
You cannot change the Access Tag for a membership level, but you can add additional access tags (see below).
Add’l Access Tags
Similar to the Access Tag above, tags included here will grant a member this membership level. In the example above, any member with the “Gold2” tag would be given this membership level.
Understand that they won’t need the Access Tag + the Additional Access Tags – they will only need a single tag from either option.
Payment Failure, Cancellation, and Suspension Tags
A full guide on PAYF, CANC, and SUSP tags can be found here. In short, members with the access tag plus one of the tags above will be treated as not having the membership level.
Level Inheritance
Memberium supports hierarchal membership levels. Higher-level memberships inherit lower-level membership access. This is useful if you’re selling tiered access.
Consider this example below:
Gold – Level 2 – Highest Level
Silver – Level 1 – Second Highest
Bronze – Level 0 – Lowest Level
In this example, Gold would be able to access all content protected with the Gold, Silver and Bronze memberships. Silver would be able to access Silver and Bronze content. Bronze would only be able to access Bronze content.
Most sites won’t need to use this feature.
WordPress Roles
We recognize that many other WordPress plugins use WordPress roles to control access/permissions to certain pages or functionality. You can have Memberium give members certain WordPress roles based on their membership level. When the user leaves this membership level they will lose these roles.
Note that the roles will only be applied on login, so if a member hasn’t logged in at all, they won’t have the role.
Home Page Priority
The next dropdowns determine which page a member will be taken to after logging in. However, if a member has multiple memberships, you need to be able to tell Memberium which membership homepage takes priority. The Home Page Priority setting does just that.
In the case where a member has multiple memberships, the membership with the higher home page priority setting determines which homepage the member gets sent to.
Membership Home Page
Members will be taken to this page when they login to your site as long as they don’t have a PAYF, CANC, or SUSP tag.
Membership Logout Page
Members will be redirected to this page when they log out of your site.
PAYF, CANC, SUSP Homepages
Similar to the Membership Home Page, these home page settings come into effect when a member has a PAYF, CANC, or SUSP tag respectively. You can set a specific page for each instance.
An example use case would be to set the PAYF Home Page to a page letting the member know their payment failed with a [memb_add_creditcard] form placed on the page to allow them to update it right away.
Theme
This is the WordPress Theme that will be used when people with this membership level login. Although this does allow you to use a different theme for each membership level, vastly different themes will cause conflicts and content likely won’t be displayed correctly.
Before using this feature on your live site, we’d recommend testing it on a staging site beforehand.
Related Posts
