Create, edit and promote membership plans

This video provides an overview of how to structure your membership, create membership plans and promote them to your website so that people can join and pay online.


Create a membership plan

  1. Go to Settings > Membership plans.
  2. Click Create new membership plan.
  3. Choose the type of plan you want to create.


Different types of plan

The different types of membership plan each contain slightly different functionality. Once you have created a plan you cannot change its type so make sure you understand these before creating plans.

Individual One person can subscribe for themself, e.g. a standard individual membership subscription. 
Joint One person can subscribe and add joint members, e.g. a family where one person manages the subscription and pays the bill and others are named as additional joint members and receive the same benefits.
Proxy One person can subscribe on behalf of another person, e.g. a parent subscribing on behalf of a child. In this example, the parent would manage and pay for the subscription but the named member would be the child. 
Organisation One person can subscribe on behalf of their organisation. The person subscribing is labelled as the 'key person' at that organisation and other staff members can be affiliated and granted the benefits of membership.

Plan settings

Add a name, description, cost and billing frequency. The billing frequency cannot be changed after you create the plan.

Form layout

You have a broad range of tools available to capture data through membership subscription forms. To best understand what is available, read about the following related areas:

Welcome email

A welcome email is always sent when a person subscribes. You can add your own custom message to appear in this email.

Advanced

The advanced section contains sensible defaults for most plans but it is a good idea to familiarise yourself with what these settings do in case you do need to change them.


Promote plans automatically

By default, membership plans are promoted to your membership page. You can manage this in the advanced tab for each membership plan, or from the membership page itself.

Promote plans manually

If the built-in layout of promoted plans does not meet your needs, create your own manual page layout in the body area of your membership page. 

You can place your plans in a list, a table or a series of columns - it's up to you. The main thing you will need is the link to the membership plan subscription form. This link will always be in the following format:

/membership_subscriptions/new/with/1

The number on the end of the URL corresponds to the ID of the membership plan. To get the URL for a specific membership plan subscription:

  • Go to Settings > Membership plans.
  • Choose a Membership plan.
  • Click Go to form from the action menu (...) for that plan.
  • Copy the URL from the address bar of your browser.

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