Memberpress

Memberpress Reports Overview

MemberPress takes full advantage of the latest reporting tools available for easy to read and understand charts. You can view transactions in dollar amounts or units and can narrow down what you’re looking for by year, month, or Membership. At the bottom of the page when viewing Monthly or Yearly tabs is a table which will break down your statistics even further. You’ll notice in this table that most of […]

Memberpress > Changing an Existing Membership’s Pricing Terms

Overview There are a couple of reasons why you may want to change the pricing terms of an existing membership: Offer a temporary discount Natural inflation of your product Wanting to charge more Changing the billing type (one-time payment to recurring) Etc. These are all very good reasons to update the price of your membership. Additionally, you should make note of the following: Whatever you do, do NOT delete your membership to […]

Memberpress > Creating Memberships

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. Set a Title for the Membership (Example: Basic Membership). Set a price and subscription term for the Membership. You can […]

Memberpress > Membership Options Overview

Each Membership that you create will have it’s own customizable Membership Options that are found under the visual editor on the Membership Edit page. The tabs available, and their associated options, are discussed in greater detail below. Use these quick links to learn more about a specific tab from the Membership options: Registration Permissions Price Box Advanced Registration The Registration tab is used to configure settings that are directly related […]

MemberPress > Membership Pricing Terms Overview

Because the term options that you see will change depending on what you enter for ‘Billing type’, we will address what you will see based on selecting either ‘Recurring’ or ‘One-Time’. Recurring Price (your-currency) – here you will be able to enter any amount that you would like the user to be billed with each billing. Billing Type – this of course, will be set to ‘Recurring’. Interval – the rate at which […]

Memberpress Press > Configuring and Using the Account Page

Here you will be able to learn more about the MemberPress account page. From creating it and editing it, to learning how your users will interact with it. Creating the Account Page To create the account page in MemberPress all you need to do is navigate to MemberPress > Options > Pages (first tab) and near the top of the page to the right of the MemberPress Account Page option, […]

Memberpress > Configuring and Using the MemberPress Login Page

Creating the Login Page To create the MemberPress Login Page all you need to do is navigate to MemberPress > Options > Pages (first tab) and near the top of the page to the right of the ‘MemberPress Login Page’ option, use the drop down to select ‘- Auto Create New Page -‘ and then click the ‘Update Options’ button at the very bottom of the page. Important: if this has anything […]

Memberpress > Configuring and Using the Membership Registration Pages

Creating a Membership Registration Page MemberPress allows you to create membership registration pages in two ways: Automatically when creating a membership Manually by adding a shortcode to any WordPress Page, Post, or Custom Post Type These two methods have been explained below. Automatically By simply creating your membership in MemberPress, you have created your registration page also for that membership! You can find the link to your membership’s registration page […]

Memberpress > Linking to Your Registration Pages

In MemberPress, there are a couple of ways to link to your Membership’s Registration pages. Below are a couple of the most common ways. In Your Menu Providing a registration link to your menu can be a very effective way to make registering easy for your users. You can link directly to a specific registration page, a page that has your registration links, or even our Group Pricing page. Important […]

Memberpress Shortcodes

What is a shortcode? Shortcodes are small placeholders you can insert almost anywhere within your WordPress page and post content. When the page is viewed by a visitor, those placeholders get processed and replaced with some dynamically generated content instead. For example, you might have a shortcode that will show the currently logged in user their first name. A shortcode might look like  [mepr-account-info field=”first_name”]. When the page that shortcode is […]

Memberpress > Creating Groups

Overview Groups are a unique feature of MemberPress. Groups allow you to quickly and painlessly setup a nice features comparison page for users to get a quick snapshot of the various Memberships you offer. Setting up a Group in MemberPress also allows your users to upgrade or downgrade with our convenient Change Plan popup explained below. Groups show up on your site just like a WordPress page would. You should […]

Memberpress > Creating an Email Reminder

The Reminders option in MemberPress allows you to send out automated emails to members when a certain events are about to, or have already happened. The supported reminder types are as follows: After member signs up After member abandons signup Before subscription expires After subscription expires Before subscription renews Before credit card expires After credit card expires Creating a Reminder To create a new reminder, go to MemberPress > Reminders > Click […]

Memberpress > Enabling Coupons Upon Registration

In MemberPress there are two ways of being able to allow users to get a discount with a MemberPress coupon: Through the Registration Form Through a Direct Link Through the Registration Form This is the most common way to allow users to enter coupons. Simple navigate to your WordPress Dashboard > MemberPress > Options > Account tab > Registration section > and click the checkbox next to the option that […]

Memberpress > Creating Coupons

Coupon Options Below, the various coupon settings are explained. Coupon Code – This field will be auto-populated with a randomly generated coupon code. Change the coupon code here if needed. Coupon codes should NOT contain spaces, quotes, or any other non alpha-numeric symbol. Only alphanumeric characters, hyphens, or underscores should be used. Discount – The discount that will be applied to every billing for the subscription this coupon is applied to. Can be any percent […]

Memberpress > Full List of Email Parameters

On this page, we have listed all of the supported parameters for every MemberPress Email and Reminder. Please note that each parameter can only be used in the email type they are listed under. For quick links to each section click on the option below: MemberPress Emails These are only for the emails found in the MemberPress > Options > Emails tab.  {$user_id} The user’s WordPress database ID (9253) {$user_login} The user’s username […]

Memberpress > Options > Emails Tab

Send Mail From MemberPress will send out emails on your behalf using the information found in the “From Name:” and “From Email:” fields as seen below.   As a default, MemberPress will populate these fields with the Site Title and Email address located in your WordPress Settings > General page. Member Notices These emails are triggered and sent to a user when a certain event occurs. Send Welcome Email – This email is sent to Welcome […]

Manually Adding New Members (subscribers) to Your Site

There may be a couple of reasons as to why you would want to manually add a member to your site, but the main reason will likely be to create a new user on your site for someone and grant them access to a membership. On the MemberPress > Members page, all of this can be done in one place. You can do this by navigating to your WordPress Dashboard > MemberPress […]

Creating a Manual Transaction in Memberpress

IMPORTANT NOTE: Manual transactions will NOT initiate any charges. If you would like the user to be billed for access, they MUST do so through your MemberPress registration page. If you want to give a user access manually : Go to MemberPress -> Transactions. Select Add new at the top of the page. Leave the auto-generated ID for the Transaction as is. Select the user you would like the transaction to be associated with. You […]

Memberpress > Importing Users

Users CSV Format Along with the User CSV upload user interface, you can also select if you want to send new members their usernames and passwords. If checked, then MemberPress will automatically send each new user their username and password. Download Sample Users CSV Important Note: Importing a User CSV file will NOT and CANNOT associate the user with any memberships in MemberPress. To do that you’ll need to create either a single […]

Memberpress > Importing Transactions

Transactions CSV Format Download Sample Transactions CSV When to Import This File Type: To import a One-Time Subscription – One-Time Subscriptions do NOT need to have an associated subscription imported because “one-time subscriptions” are really just a single transaction. To activate a previously imported Recurring Subscription – Recurring Subscriptions are only marked as active (meaning the user will have access to your protected content) when a completed non-expired transaction is present. Required […]

Memberpress > Importing Memberships

Memberships CSV Format Required Columns: name — Name of the Membership. Can be any small string of text. price — Price of the Membership. Can be any number in decimal format without a currency symbol — for example: 5.99 … period — Number of weeks, months or years. Can be any valid whole number if the period_type=’months’ or period_type=’weeks’ but anything else, this can only be 1. period_type — This is […]

Memberpress Imports > Intro

Creating your CSV file CSV stands for “comma separated values,” which is a very common format used by Spreadsheets. You can create a standard spreadsheet in Excel, Numbers, Open Office, or Google Spreadsheet and then export a CSV file from your spreadsheet. The CSV file must be in Windows Format.  We are working on a fix so this won’t matter, but for now, only Windows CSV format will work. All of […]

Connecting Memberpress & Authorize.net

To get started, navigate to the options menu in MemberPress and select payments. Click the plus button and select the gateway “Authorize.net” Name it whatever you want.  This is the name that your users will see when they go to select how to pay. Go to your Authorize.net dashboard to obtain the necessary keys: login name & transaction key. In Authorize.net select API Login ID and Transaction Key under Security […]

Memberpress > Importing Bulk User Transactions

Download Sample Transactions CSV When to Import This File Type: To import a One-Time Subscription – One-Time Subscriptions do NOT need to have an associated subscription imported because “one-time subscriptions” are really just a single transaction. To activate a previously imported Recurring Subscription – Recurring Subscriptions are only marked as active (meaning the user will have access to your protected content) when a completed non-expired transaction is present. Required Columns: […]