Guide to the Membership Feature for your clients
Getting Started
The membership feature allows you to set up gated/membership content on your website, which will only be accessible/visible to the users who have subscribed/signed up for your subscription plans.
There are mainly three access types Public, Members only, and Paid Members. Each has its own accessibility on a blog; for example, if post access is set to Public, it means anyone from anywhere on the internet can view it.
Paid Members can view Gated Content(exclusive to them). Visitors can also sign-up by themselves or subscribe to become a member of your website, and you can let them exclusively view your posts if your post access is set to Members Only.
This can be set by tuning the blog post access located in page settings or on blog post editors;
How will this help my clients?
- Your client with the administrator role can enable and set certain user privileges on their blog.
- Your client can earn money by setting up a subscription.
How can my client set up the Membership feature?
- When your client logs in to their CMS Dashboard, they can change access to any of their site content (Blog Posts, Custom Collections, or any web pages)
- To set up subscription, they should follow the steps below:
- Go to the CMS site dashboard.
- Click on the Membership icon from the left panel.
- Scroll down to the Membership Settings
- Under the Configuration tab, select the Enable Signup and Login option under Membership Access.
- Enable Test Mode to check the Stripe configuration and the entire payment process.
Refer to the below screenshots for visual demonstration:
How can they Configure Membership?
To activate the Membership Portal on your client’s published site, they must configure it first.
Refer to the Article below to learn more:
Membership Configuration
How can they stylize the Membership Form?
They can customize their Membership Portal form and Subscription Button design.
Refer to the link below to learn more:
Membership Design
How to set the Membership Link?
The membership link settings are used to change and share the membership portfolio link.
Refer to the link below to learn more:
Membership link and data-attribute use
Webhook URL to the Membership form
As an Agency owner, you have access to more options than your client. You can add a webhook URL to your client’s Dashboard, receive payloads from your end, and see the membership events happening on your client’s website.
Related Articles
Adding Webhook for Membership Events
Updated on: 10/06/2024
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