Create, edit and promote membership plans

You can create membership plans to which people or organisations can subscribe. Once created, you can promote these plans on your website.


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 it's type so make sure you understand these before creating plans.

Individual Suitable for one person subscribing for themself.
Joint Suitable for things like a couple or family where one person manages the subscription and pays the bill and others are named as additional joint members who can also receive the same benefits.
Proxy Suitable for something like a parent or guardian subscribing on behalf of a child. The adult would manage and pay for the subscription but the named member would be the child.
Organisation Suitable when the owner (bill payer) of the subscription is actually an organisation. The subscription is still managed by a key person and a number of other people at the organisation can be affiliated such that they also receive the benefits of membership.

Plan settings

Add a name, description, cost and billing frequency.

Form layout

Here you can choose what to display in the online subscription form. To best understand this page you may want to learn more about the following.

Confirmation email

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

Advanced

All the settings in the advanced tab are enabled by default. You can disable any of these if you want to your plan to behave differently.


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.

Your membership page is defined in Settings > Features > Membership.

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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