Membership Docs 3027
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Membership Premium 3.0Docs 3.0.26
So the brand spanking new Membership p ugin is here! " bet #ou are eager to down oad this pupp#
and get it insta ed. So ets crack on$
1. Once down oaded! unpacked the the fi es and up oad them to #our p ugins fo der using #ourfa%ourite &'P program(
)p oad them here(
/wp-content/plugins/
So it wi ook fi e this(
/wp-content/plugins/membership/ * and a the fi es of course. (+,
-ondering what &'P is
"t stands for &i e 'ransfer Protoco ! its basica # a program which #ou use to up oad ordown oad fi es form #our oca computer to another computer /ser%er! hosting! etc,. Don tworr# though if #ou ha%e no c ue what this is! -PM) De% pro%ide a hand# tutoria righthere(
http( premium.wpmude%.org wpmu+manua introduction+to+ftp+and+using+ftp+c ients
2. ow we ha%e the fi es up oaded! we need to get it acti%ated.
Admin → Plugins /wp-admin/plugins.php
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nd c ick on Activate .
'his p ugin can a so be etwork cti%ated(
Admin → Network Admin → Plugins
/wp-admin/network/plugins.php
nd c ick on Network Activate .
'here are no additiona etwork dmin settings for this p ugin.... 4et. 'his wi simp #acti%ate it on e%er# website. 5owe%er there are some constants documented ater which can
be used to run the membership p ugin to take network contro /i.e. not on a site b# site basis,.
3. "ts up oaded! its acti%ated and so now ets get it setup. a%igate o%er to the Membership p uginadmin area.
Admin → Membership
/wp-admin/admin.php?page=membership
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'hroughout the p ugin #ou wi see itt e images with an “i in them! c ick on them for moreinformation about the options.
Dashboard
-e come to the new Membership Dashboard! " m sure #ou noticed but if not then we now make useof the fantastic -ordPress 37 feature pointers.
-ithin this tutoria we won t be fo owing the feature pointers! but p ease fee free to take ad%antageof that feature if #ou wish$ (+,
-ithin the Membership Dashboard #ou ha%e three options of how wou d ike the p ugin to function(
Standard Membership Site
Dripped 8ontent Site
d%anced + 'his is much ike the pre%ious re ease of Membership! its more comp e9 andma# raise further :uestions for #ou. 4ou are ab e to set both positi%e and negati%e ru estogether.
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Standard Membership Site
"f #ou se ected the Standard Membership Site option and c icked Next ! #ou wi be presentedwith the fo owing screen(
'he first option a ows #ou to se ect between 1 and << e%e s to create in this -i=ard."f #ou se ect >0! then there wi be >0 fie ds which #ou can name on this screen. ?e%e s entered herewi be made acti%e b# defau t in addition to creating subscriptions of the same name /Or different if#ou wish,.
4ou can then a so decide if there shou d be a e%e which non+members can see. 8hecking thisoption wi create that e%e . "ts a good idea to use this feature if some of #our site shou d be openand %isib e to e%er#one! but #ou want to restrict #our premium goodies.
nd fina # #ou then need to choose which gatewa# #ou want to use. 8urrent # we ha%e(
uthori=e.net&ree SubscriptionPa#pa @9pressPa#pa Sing e Pa#ment28heckout A 28O
8hoosing one wi acti%ate the gatewa# read# /we wi co%er gatewa#s more ater,.
Want more gateways? 'hen re:uest them in the forums! the more users support a gatewa#! themore ike # it wi be de%e oped. (+,
Once done! Bust c ick the Finish button.
4ou wi sti want to edit e%er#thing #ou Bust created in order to ha%e #our own pricing! periodsthe# are acti%e for and what content can be accessed in addition to the gatewa# settings.
-e wi co%er those further on..... "f #ou ha%en t fa en as eep reading this manua thing$ ha
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Dripped Content
Some might ask what is drip content! we ... Casica # #ou cou d create mu tip e e%e s for onesubscription. @ach e%e cou d be acti%e for a set period of time and so a user cou d signup andaccess #our content for sa# 20 da#s! then on the 21 st da# the# mo%e to the ne9t e%e thus getting
more content. 4ou cou d do this mu tip e times with different time frames and e%en fees.
4ou cou d use this as a reward... Signup for one membership! sta# acti%e for a month! a #ear orsomething e se and then get mo%ed to the ne9t e%e which has access to an e9tra categor# for #our
o#a members or some super coo down oad content.
"f #ou se ect the Dripped Content option! #ou wi fi in the same form as shown for StandardMembership Sites "f #ou se ected two e%e s! this time it wi create one subscription tit ed
Dripped Subscription with both e%e s added /whereas in Standard Membership Sites if #oucreated two e%e s! there wou d a so be two subscriptions,.
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Advanced
Se ecting this option wi remo%e the -i=ard setup and ea%e #ou to hand e it a #ourse f.
Did #ou se ect that but want to use the -i=ard again for Standard or Dripped
o worries! we ha%e #our back! Bust pop o%er to the options and re+enab e it again.
Admin → Membership → Options
/wp-admin/admin.php?page=membershipoptions
8 ick on the @9tras 'ab
4ou can then choose to Show Membership Wi!ard again! Bust c ick on the sa%e changes button and %isit the membership dashboard! it wi be there waiting for #ou.
More "# $he Dashboard
"n the Membership Dashboard #ou can choose to disab e the protection offered b# Membership. "f#ou do! then in the -P dmin bar #ou wi see(
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4ou can enab e and disab e here(
4ou can a so see the $ota% &sers and Deactivated 'sers from here. Deactivated &sers are thosewith no acti%e subscription.
"f the Membership protection is not enab ed then #ou wi see a red note in #our admin area of-ordPress.
-e Bust wanted to make sure #ou knew #our content is open to a $ (+,
ews'he news widget wi et #ou know about member acti%it#! when the# up oaddown oad! ea%e a e%e ! etc.
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Statistics"n #our Statistics widget #ou wi be ab e to see a the date on #our signups! e%eand new subscriptions. presented with prett# graphics of course$
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"ptions
Cefore we get to fu on with e%e s! subscription and other features! ets Bust pop o%er to the optionsection and get our p ugin setup.
(enera% $ab
Stranger Settings"f #ou used the -i=ard and se ected A%so create a %eve% to contro% what non)members can see? then a defau t *isitors e%e wi ha%e been created and that wi
be the defau t option se ected here. "f there is no Stranger e%e then a of #ourcontent wi be protected regard ess which is probab # not what #ou want because#ou wou d want to pop some b urb on there about wh# peop e need #our criticasubscription offerings.
"t wi then be down to each e%e to decide who has what access.
"f #ou set this to none! then #ou can choose a page in the Membership +ages tabwhere users wi be directed to if the# do not ha%e a subscription with #ou when%iewing protected content.
s the description points out! this e%e wi be used for %isitors and members withouta free or paid subscription to #our site /free as in #ou gi%e it them for free. ot freeas in Stranger ,eve% free,. "f #ou didn t insert a %isitor e%e #ou can go create that
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and then come back here to finish the set up.
&ser -egistration4ou might want to offer a free subscription! ike signup for 10 da#s free ! #ou canset which subscription the# are assigned to b# defau t. Most peop e wi probab # Bust
create a stranger e%e as described pre%ious # in the Stranger Settings . Cut if #ouwanted to imit the time access then a free subscription is something to consider aswe .
4ou can a so choose to a ow incomp ete signups! so if #our user registers but doesnot comp ete the signup process the# wou d sti be assigned an account forsubscriptions.
Membership +ages
&irst and foremost keep if #ou use the “Create +age. button here! #ou can then go and add content
to that page from the Page dmin area. "f #ou edited the page for the subscription form! the formwou d appear be ow #our content.
4ou can find the created pages here(
Admin → Pages
/wp-admin/edit.php?post t!pe=page
So back to the Membership Pages in options.
-e ha%e a so now added a :uick ink to %iew the page and edit the page as #ou note in the ne9tscreenshot.
"n the Membership +ages #ou wi be ab e define which pages wi be used for what.
-egistration +age
Decide which page in our -ordPress site we wi use for the registration page whereusers can grab a subscription. "f the page does not e9ist in the drop down then c ickon the button Create +age button /8 icking this mu tip e times wi create mu tip e
pages,.
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"f #ou want to add the subscription signup form to other pages! #ou can use thefo owing shortcode(
"subscription#orm$
4ou can a so use this shortcode to create #our own signup page where #ou wiinc ude custom te9t and images! or what e%er e se #ou wish around the form. /not
Bust abo%e! but be ow as we ,
Form $ype'here are two options here.
Original Membership Form A -ith this option when a user c icks the signup button
the# wi be sent to another page to comp ete the process.
Popup Registration Form + 'his wi gi%e #our users a nice in page pop up! ike this(
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-egistration Comp%eted +age
Gea # as it states! this is the page #our users wi see once the# signup successfu # and make an# pa#ments due. 8reate the page here and #ou can go edit it to put an#thing #ou wish on there.
Acco'nt +age
'he ccount Page is where #ou users can go and edit their account detai s.
'his is how it wi ook from the front end(
"f #our users c ick edit! the# can then edit their account with the fo owing form(
o need for the -ordPress admin area this wa#$ (+,
"f #ou wanted to create #our own custom page with te9t and images #ou can a so use our shortcode(
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"account#orm$
S'bscription +age
'his is where #our users wi be ab e to see their current subscription! renew and upgrade
"f #ou wanted to create #our own page with custom content! #ou can use the fo owing shortcode(
"renew#orm$
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+rotected Content +age
-hen #ou protect a post or page! this is the content a user wi be directed to if the# do not ha%e asubscription with access. 'hat wi pre%ent the user without a subscription accessing the contentdirect.
4ou can edit this page direct! make a huge sp ash there with some f ash# graphics or promotionate9t promoting wh# peop e shou d upgrade to a sna==# subscription from #our website. @%en inkthem to #our signup page.
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'hats is it for the Membership +ages tab! Bust be sure to c ick on the Save Changes button and#our done.
Content +rotection
"f #ou are ooking for other wa#s to protect #our content and not Bust b# post or page! then this is the p ace to be. 4ou can protect an# content with shortcodes! add custom shortcodes for p ugins whichdo not appear within the e%e s creation page and an# content after the -ordPress More tag.
Shortcode +rotected Content
" used the -i=ard to create m# e%e s! so here #ou wi see that.
%ai ab e Shortcodes ""membership onl!$$ * 'his wi protect a content which re:uires membership. "le%el-%isitors$ "le%el-le%el-&$ "le%el-le%el-'$
So now when making posts #ou can use those shortcodes! Bust don t forget to c osethem as we . 5ere is how its done(
"le%el-le%el-&$Protect m! content #or le%el &"/le%el-le%el-&$
ote the ast /0%eve%)%eve%)12it has a backs ash in there “0. thats te ing -ordPress itsthe end of the shortcode and do whate%er with e%er#thing between. So with theMembership p ugin that wou d be hide the content un ess a gi%en user has the rightaccess.
4our created ccess ?e%e s wi show here /their shotcodes,
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Protected 8ontent Message"f a user does not ha%e the right access then we can disp a# a message for them. 'hiscou d be a coo graphic or set of graphics. Some sa es b urb or an#thing we ike! its#our choice. "ts a great wa# to up se on #our website and get new subscribers.
4ou see #ou cou d make down oads on the page protected. 4ou cou d use it to hide coupons for#our MarketPress shop! different e%e s get different discounts. Or an#thing e se #ou ike.
Admin "n%y Shortcodes
?ets imagine #ou ha%e a p ugin which uses a shortcode to disp a# some kind of content! howe%erwhi st creating #our e%e s #ou can t see that shortcode..... -e add it here! and now #ou wi . 'hiswi ensure #our content is protected.
More $ag De#a'%t
"f #ou did not know a read#! -ordPress has this coo feature that when #ou are writing a post or page #ou can inc ude a simp e more tag and then an#thing after the tag re:uires #ou to c ick readmore or what e%er is customised on #our theme. -e we ha%e this incredib # c e%er featurewhereb# #ou can use that tag to protect #our content.
So wh# is this usefu #ou ma# ask
Simp e! #ou cou d create a post or page and stick in the first paragraph or two or more if #ou ike!this cou d be the most epic teaser an#one has e%er read. 'hen protect the rest of the content. 'his isgood for Hoog e and other search engines! #our content brings in readers and those readers wi takein #our catch#! short #et tanta ising te9t then want more$$$
-ho can resists a great teaser
Subscription so d$$ 8ha+8hing$$ 4ou be aughing a the wa# to the bank$
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So on the page here is how it ooks to the end user when not protected(
nd this is how it ooks when the more tag is protected(
&reakin awesome! eh$
So ets c ick on the Save Changes button because we are done here$
Down%oads 0 Media
-ith the Membership p ugin we a so ha%e this fantastic feature to protect our media! we can e%enmask that ur to pre%ent direct access. 'his is great for down oads ike PD& maga=ines! MP3 fi es!
%i fi es! code! perhaps #our own p ugins and themes! we an#thing #ou want to protect which isdown oadab e.
Masked Download R! – is the down oad ink #our users wi see! its not the direct ink of course because we don t want them ha%ing that. "n this fie d we cou d add an#thing random! " threw insome random etters but p ease add an#thing #ou ike! ma#be Bust down oads .
n#one tr#ing to access the content through this ur is processed b# the p ugin and so if the# don t
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ha%e a subscription the# wi right # be forwarded to the +rotected content page we set up ear ierin this p ugin.
Protected "roups – -e can create mu tip e groups here! and name them an#thing we ike. 'he# wiappear within the media section when up oading and inserting media.
5ere is an e9amp e(
See the +rotected Content (ro'p option! it current # sa#s none! because " didn t set an# up. So etsset up two now.
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nd c ick on the Save Changes button.Gather than up oad another image or some other media to demo! we can pop on o%er to the Mediasection of #our -ordPress Site(
-e wi edit the image " Bust up oaded(
nd now under the +rotected Content (ro'p we can see those groups we Bust set up$
4ou might be asking how this works and that wi become c ear when #ou create edit #our e%e sater in this tutoria .
*ee +ontent ,ules → ownloads in the le%el editor.
Ieep in mind though! #ou must ne%er gi%e out direct inks to #our media down oads. " refer to the ph#sica fo der path i.e.
/wp-content/uploads/.......
n#one with the direct ur can b#pass our down oad protection. 4ou must on # use MaskedDown oad )G? if #ou wish to ensure #our content remains protected from the pr#ing e#es of nonsubscribers.
Membership Admins
Hot some staff and need to gi%e contro ! #ou can do that from this tab. 'here is howe%er a prere:uisite and that is on # current administrators of #our site wi show here.
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4ou can use the -ordPress &sers editor to gi%e #our staff admin contro . Once the# are an
administrator #ou can then make them a Membership admin as we .
Admin → sers → All sers
Se ect the user #ou wish to edit.
'hen down the bottom of the page whi st editing a user #ou wi find the option to add them as anadministrator(
nd then in #our Membership Admins tab on the options page! #ou wi ha%e #our new admin.4ou can check and uncheck his e%e and Save Changes to add or remo%e the Membership adminaccess.
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3xtras
the e9tra settings hide in here! he ps keep the admin area nice and tid#.
Pa#ments 8urrenc# # 'he first option is the currenc# we wish to accept.
" persona # se ected HCP because " hai from Hreat Critain and we ha%e the Pound henceHCP. (+,
Se ect which e%er is re e%ant to #ou.
Membership Genewa – -hen using sing e pa#ment gatewa#s #ou can specif# how far inad%ance a member can renew.
4ou can set between 1 and 36> da#s. " ha%e set mine to 36> so m# members cou d renew atan# point throughout the #ear.
Membership )pgrades – 4ou can set the minimum time a owed between upgrades for #ourusers.
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'his can a so be set between 1 and 36> da#s. " don t mind m# members upgrading fre:uent #and so " set mine to 1.
Membership -i=ard – Gemember when we first started getting this setup! we had the-i=ard which wa ked us through setting up some defau t e%e s and the gatewa#. -e if #oudismissed that and want it back! #ou can simp e check the Show Membership Wi!ard andit wi be back again.
nd thats another tab down! one more to go. Just c ick on the Save Changes button and off we go$
Advanced Settings
'his one wi be short and sweet! #ou most ike # wi ne%er use it but here we are an#wa#. (+,
"f #ou e%er notice an issue with #our setup using our Membership p ugin then pop in here! #ou can*eri#y Membership $ab%es and #ou can a so use the -epair Membership $ab%es button to he premed# an# issues #ou might get.
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4ou wi most ike # ne%er use it as " said! but it is here for #ou$ (+,
nd so that brings us to the end of the Options page! fee good about that
Hreat! ets mo%e on then sha we$
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+ayment (ateways
So #ou the membership options so id # set up! #ou might e%en be ahead of us here and a read# ha%ee%e s and subscriptions but now #ou need a wa# to take some hard cash. ?ets do it$
Pop on o%er to the Pa#ment Hatewa# admin area(
Admin 4 Membership 4 +ayment (ateways
4ou then ha%e %arious options(
uthori=e.net&ree SubscriptionsPa#pa @9pressPa#pa Sing e Pa#ments28heckout A 28O
5o%er o%er the gatewa# #ou wish to se ect and then c ick on the acti%ate. "n rea it# #ou probab #wi not acti%ate theFree S'bscription (ateway when taking pa#ments! i.e. using an# of the otheroptions there. 5owe%er #ou might want to offer a free subscription.
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?et go through each one
A'thori!e net
P ease note( 4ou wi re:uire an SS? certificate for this gatewa#.
Once acti%ated #ou can ho%er o%er the uthori=e.net gatewa# and see the fo owing options(
8 ick on Settings to set this up.
Mode – 4ou ha%e two options here(
$andbo%4ou can use this mode when testing the gatewa# to ensure it is working with
uthori=e.net and no i%e transactions wi e%er be processed.
!iveOnce #ou are read# for the big bad wor d! #ou can go i%e and start raking inthe cash.
?ogin "D'o obtain #our P" ?ogin "D(
1. ?og into the Merchant "nterface at https( secure.authori=e.net2. Se ect Settings under ccount in the main menu on the eft3. 8 ick P" ?ogin "D and 'ransaction Ie# in the Securit# Settings section;. "f #ou ha%e not a read# obtained an P" ?ogin "D and 'ransaction Ie# for
#our account! #ou wi need to enter the secret answer to the secret :uestion#ou configured at account acti%ation.
>. 8 ick Submit.
'he P" ?ogin "D for #our account is disp a#ed on the P" ?ogin "D and'ransaction Ie# page.
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'ransaction Ie# + ?ike the P" ?ogin "D! the 'ransaction Ie# is a sensiti%e piece ofaccount information that shou d on # be shared on a need+to+know basis.
'o obtain a 'ransaction Ie#(
1. ?og on to the Merchant "nterface at https( secure.authori=e.net2. Se ect Settings under ccount in the main menu on the eft3. 8 ick P" ?ogin "D and 'ransaction Ie# in the Securit# Settings section;. @nter the secret answer to the secret :uestion #ou configured when #ou
acti%ated #our user account>. 8 ick Submit
'he 'ransaction Ie# for #our account is disp a#ed on a confirmation page. 5M+"-$AN$ ( Ce sure to record #our 'ransaction Ie# immediate # in a secure
manner or cop# it immediate # to a fi e in a secure ocation because it is not a wa#s%isib e in the Merchant "nterface ike the P" ?ogin "D. Once #ou na%igate awa#from the confirmation page there wi be no other wa# to access the 'ransaction Ie#in the Merchant "nterface. 4ou wou d ha%e to generate a new 'ransaction Ie#.
De imiter 8haracter ?ea%e this as the defau t for now! un ess #ou know what #ou are doing andabso ute # need to change it "
@ncapsu ation 8haracter?ea%e this as the defau t for now! un ess #ou know what #ou are doing andabso ute # need to change it. "
@mai 8ustomer /on success,"f #ou want to emai #our customer when the transaction is successfu then set this to#es. 'he bod# of the emai wi be generated b# the Membership p ugin.
8ustomer Geceipt @mai 5eader Set the subBect of #our emai which the member wi be sent.
8ustomer Geceipt @mai &ooter 'hen create a footer! ma#be inc ude #our cop#rights or some hand# inks with #oursignature.
Securit#( MD> 5ash?ea%e this as the defau t for now! un ess #ou know what #ou are doing andabso ute # need to change it. "
Ge:uest a de imited response from the pa#ment gatewa#?ea%e this as the defau t for now! un ess #ou know what #ou are doing andabso ute # need to change it. "
nd then as a wa#s! c ick the Save Changes button.
Cack on the gatewa# page whi st ho%ering #ou wi ha%e seen Kiew 'ransactions. 8 ick on that wishow us a the transactions done with this gatewa#.
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Free S'bscription
'his Hatewa# wi pro%ide a button on an# subscriptions which are free. /not needed forStranger Access ,.
5o%er o%er the gatewa# and se ect settings.
'here are no fanc# settings here! #ou can simp # insert the )G? of an image to use with thisgatewa#.
4ou can %iew a the transactions on this gatewa#.
+aypa% 3xpress 6 Sing%e +ayment
'he setup process of these two p ugins are %irtua # identica with the e9ception of one buttonwhich is the Genew button. "n Sing e Pa#ment this is not needed as it wi not set up or processsubscriptions with Pa#pa ! it wi on # process a sing e pa#ment at a time! thus meaning each time#our members are due to renew wi need to manua # process their renewa . Pa#pa @9pressSupports Subscriptions.
Pa&Pal Mode"f #ou wish to test the connecti%it# with Pa#pa
Pa&Pal 'mail 'his wi be #our Pa#pa account emai ! "f #ou are in sandbo9 mode #ou wi need touse Sandbo9 credentia s.
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Pa&Pal $ite5ere #ou se ect which is the main Pa#pa website for #our countr#.
Pa&pal (urrenc&'his option can on # be changed from the options page! under the e9tras tab(
Admin → Membership → Options → 0tras
Sti not sure! then pop back to the options page part of this tutoria .
$ubscription )utton'his is the image ink which users wi c ick to subscribe. 4ou cou d use a customone if #ou wish! or ea%e it with the defau t entered upon acti%ation.
Renew'his is the image ink which users wi c ick to renew. 4ou cou d use a custom one if
#ou wish! or ea%e it with the defau t entered upon acti%ation. * Not avai%ab%e in+aypa% Sing%e +ayment .
pgrade button'his is the image ink which users wi c ick to upgrade. 4ou cou d use a custom oneif #ou wish! or ea%e it with the defau t entered upon acti%ation.
(ancel button'his is the image ink which users wi c ick to cance . 4ou cou d use a custom one if#ou wish! or ea%e it with the defau t entered upon acti%ation.
4ou can %iew a the transactions on both these gatewa#s b# ho%ering o%er the gatewa# and c icking*iew $ransactions .
1Checko't 7 1C"
*(heckout sername4our 28O username.
*(heckout Password4ou 28O password.
*(heckout $eller +D4ou 28O Se er "D.
*(heckout $ecret ,ord
'o set up the secret word p ease og in to #our 28O account! c ick on the ccounttab! then c ick on Site Management subcategor#.
On the Site Management page #ou wi enter the Secret -ord in the fie d pro%ided
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under Direct Geturn.
fter #ou ha%e entered #our Secret -ord c ick the b ue Sa%e 8hanges button at the bottom of the page.
*(heckout (urrenc&'his option can on # be changed from the options page! under the e9tras tab(
Admin → Membership → Options → 0tras
*(heckout Mode4ou can set this into i%e mode to process rea pa#ments or pop it into test modewhi st #ou are testing #our who e set up so that no rea cash is e9changed.
$ubscription button'his is the subscription button for #our pa#ments! #ou cou d enter an# custom image
#ou wish here! or use the defau t one upon gatewa# acti%ation.
4ou can %iew a the transactions b# o%ering o%er the gatewa#.
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&-, (ro'ps
)G? Hroups can be a rather ad%anced features. 4ou can use this to protect groups of )G?Sinc uding those using regu ar e9pressions.
Admin → Membership → ,1 2roups
nd then c ick on the Add New button.
Hroup amedd something re e%ant to this group of inks. So if #ou were protecting contents of a
categor#! perhaps its wou d be Protect 8 '+ M@
Page )G?s@ach ine must contain on # one ink. So once #ou enter one then enter the ne9t oneon a new ine.
Strip Luer# Strings
"f an# of the inks ha%e :ueries in them this wi strip the :uer#! for e9amp e(
/wp-admin/edit.php?post t!pe=page
-ou d become
/wp-admin/edit.php
Gegu ar @9pression"f an# of the ur s ha%e regu ar e9pressions in them! #ou must enab e this option.
"f we enab e Gegu ar @9pressions then as an e9amp e we cou d protect a posts in acategor# whi st wi enab ing access to the categor# archi%e page.
"n the Page )G?s we wou d enter(
http( domain.com categor# .7
'he .7 is a Gegu ar @9pression! this wi a ow #ou access to the categor# but then protect a the contents /sing e pages posts custom post t#pe,. 'his cou d be great foron ine maga=ine where #ou want #our readers to see the archi%e page but restrict thegoodness within to those pa#ing subscribers.
5ere is a coo Gegu ar @9pression 8heat Sheet(http( www.cheatograph#.com da%echi d cheat+sheets regu ar+e9pressions
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+ings
'his rea # is an ad%anced feature! its not something e%er#one needs either! but the power it wie ds b# someone who can contro this beast is immense. +,
?ets get simp e for a moment and assume #ou used a remote ser%ice ike Mai 8himp to send #ournews etters and #ou wanted some e%e of integration ike a user registers #ou then +ing Mai8himp to action a task. Or when the subscription ends #ou Ping Mai 8himp to cance a task. 'hatsthis feature! it wi do that for #ou but its comp e9 to understand at first e%en with a with a simp eform. "t made m# head hurt when " first used the Membership p ugin! so #ou ha%e been warned. +,
Skip o%er this section if it does not interest #ou much and #ou ha%e no need for it.
Admin → Membership → ,emote Pings
/wp-admin/admin.php?page=membershippings
?ets get started! c ick on the Add New button to create a new -emote +ing .
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?ooks simp e right
So we mentioned Mai 8himp and we stick with that for now. ?ets assume #ou want it so thatwhen someone signs up the# are a so auto subscribed to Mai 8himp.
4ou can find the Mai 8himp pi detai s right here(
http( apidocs.mai chimp.com api 1.3
Ping ame4ou can ca it an#thing #ou ike! " prefer it to be meaningfu . " ca this A'tomaticMai%Chimp Sign'p
Ping )G?'his is the Ping )G? fo owing the 1.3 P" detai s set out in the ink " pro%ided tothe Mai 8himp P" docs.
http3//(dc4.api.mailchimp.com/'.5/
-here Ndc shou d be rep aced with the portion after the dash in #our P" Ie#. e.g.us1 ! us2 ! uk1 ! etc. so id e9amp e + sa# #our P" Ie# is m#apike#+us2. 4ou
are in us2! so #our P" @ndpoint wou d be(
http:--us*.api.mailchimp.com-/.0-
-e wi then add a ? so this fie d shou d ha%e(
http( us2.api.mai chimp.com 1.3 1
nd e%er#thing then after the ? wi be our :uer# string! we wi pop the :uer# stringinto the ne9t bo9.
Ping Date'his is where the :uer# string wi go. "ts one item per row! so be sure not to stick ita on one ine.
?ets enter the fo owing(
methodQ istSubscribeapike#QRRRRR+us;idQRRRRRemai addressQTuseremai Tdoub e optinQfa seupdate e9istingQtruesend we comeQfa se
Method'he method we use is %istS'bscribe to add #our new member to the Mai 8himp
subscription ist(http:--apidocs.mailchimp.com-api-/.0-listsubscribe.2unc.php
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P" Ie#-e then enter the P" Ie#! so rep ace 88888)'s9 with #our own ke#.
"D'his is #our ist "D and can be found within the Mai 8himp dashboard.
@mai ddress-hich emai address wi be subscribed! notice we are passing in a constant there to
pu the data d#namica # from our database.
Doub e OptinCecause the# are signing up for a membership! we might want to add themautomatica # to the emai ist as we . So " set it to fa se here. Just keep in mind thatif Mai 8himp be ie%e #ou are abusing this feature then #our account cou d beterminated. So Bust ensure #our users know the# are getting on the mai ing ist aswe . Or set it to true! forcing them to confirm the# opt in for #our mai shots.
)pdate @9isting'his wi update an# e9isting emai subscription within Mai 8himp.
Send -e come'his wi fire off a we come emai to #our new subscribers. -e ha%e set it to fa se aswe don t want to bombard them with we come emai s from us do we "ts rhetorica !don t worr# about it. (+,
4a! thats it for Pings.... Simp es huh$
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Access ,eve%s
'his contro s the e%e s of access to #our site! so #ou create different e%e s with different access.
Perhaps when #ou come to create a subscription #ou gi%e access to e%e 1 for the first 30 da#s! then
after that the# mo%e to e%e two. 'his is drip content and a great wa# to reward those members whostick with #ou and renew their subscriptions.
Or #ou might on # ha%e one e%e per subscription! its up to #ou but ets go create one now.
Admin → Membership Access 1e%els → Add New
" created those three e%e s ear ier with our -i=ard in the membership dashboard. &or this tutoria" make a forth e%e tit ed ?e%e 3.
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'he first option is of course the ?e%e 'it e! so here " entered ?e%e 3.
Cefore " go an# further! " m going to :uick # sa%e this one and so " c ick on the Add button.
?ets take another peek now what it ooks ike.
4ou see the difference "f not ook again........ ow
!evel $hortcode ow a new short code is shown! #ou can use this shortcode to hide content which isrestricted for this e%e on #. 'his is hand# if #ou don t wish to protect a who e pageor post but #ou want to protect some content in a post or page. 4ou use this b#
popping the shorcode around the content #ou want to protect. 'his cou d be adown oad! some te9t! and image or an#thing e se #ou can put on in there.
So it wou d ook ike this for ?e%e 3(
"le%el-le%el-5$ 3e& +4m protected content5 + could be a download5 a couponcode5 some te%t5 a man& paragraphs o2 te%t or an&thing else &ou want "/le%el-le%el-5$
-'%es
'here are 2 main t#pes of ru es! with three options o%er a . 4ou can se ect +ositive or Negativeru es which is rea eas# to get set up. Or if #ou rea # need both! #ou can go into Advanced . Just et
it be known that Advanced is not for the no%ice! #ou cou d find content protected which shou dn t be or content not protected which shou d be as we as other conf icts because ru es need to be setup correct #.
So if #ou want simp icit# it wou d be ad%isab e to use either one set of ru es or the other.
Positive Rules@%er# member with access to this e%e wi be ab e access the content #ou specif#.
Negative@%er# member with access to this e%e wi not access an#thing in the negati%e ist
thus assuming an#thing not added is a%ai ab e to them /not dropped in or notse ected,.
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6dvanced'his wi a ow #ou to set both Positi%e and egati%e ru es. 'here is a hugead%antage to the ad%anced mode which is as fo ows(
!evel Pings-e co%ered this ear ier! it wi send custom pings to interna or remote ser%ices ikeMai 8himp for e9amp e.
6ssociated Role5ere #ou can set a custom ro e for the user to be assigned to! perhaps the# cou d
become a contributor for #our site! or #ou might ha%e some custom ro es with speciaaccess to certain options. Just be sure #ou don t et them sign up for fu administratorcontro un ess of course #ou want them too.... +,
"n d%anced mode! Bust keep in mind #ou don t ha%e to use both Positi%e and egati%e e%en though both options are a%ai ab e! Bust thought " wou d throw that outthere. (+,
'he most common # asked :uestions are usua # confusion around how ru es rea # work and wh#content can or not be seen. ?ets break this down a itt e! each ?e%e is independent from the other.So positi%e or negati%es set in one e%e wi not affect the other.
"f #ou did not set a stranger e%e then b# defau t an#one not on a e%e wi ne%er be ab e to seecontent. 'hat an#thing on #our site at a .
"f #ou are ogged in as dmin #ou get to see a the content inc uding shortcodes.
"ts important #ou keep that in mind. (+,
-hen using the Stranger e%e #ou wi need to set some restricti%e ru es to pre%ent them seeingcontent which #ou wish on # for the e#es of users on other e%e s. -e ... @9cept for the register
page. 'his cou d be hand# in a mu tisite insta where #our main site is the one with a the sa es b urb and then a the subscription stuff is on a sub site.
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$ypes o# -'%es
'he admin interface is drag and drop and so if #ou wanted to add a ru e for something from theMain -'%es then drag it on o%er. Same for Content -'%es and a the others.
-e won t use screenshots on them a independent # because some of them ha%e no settings.
s an e9amp e here are the comments when added.
4ou wi see that a there is in the comments area once added is Bust a note te ing #ou how it worksfor +ositive or Negative ru es.
Main -'%es
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8omments
Positi%e + )ser gets read and make comments of posts.
egati%e + )ser can not read or comment on posts.
More 'ag
Positi%e + )ser can read fu post content be#ond the More tag.
egati%e + )ser is unab e to read fu post content be#ond the More tag.
8ategories
Positi%e A )sers can see se ected categories. 8ategories not se ected wi not bea%ai ab e to the e%e .
egati%e A )sers can not see the se ected categories. 8ategories not se ected wi bea%ai ab e to this e%e .
Pages
Positi%e A )sers can see se ected pages. Pages not se ected wi not be a%ai ab e to
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the e%e .
egati%e A )sers can not see the se ected pages. Pages not se ected wi be a%ai ab eto this e%e .
ote( On # the most recent >0 pages show here. 4ou can a ter this b# defining aconstant in #our wp+config.php fi e. P ease checkout the 8onstants are of thistutoria for what code to use.
Posts
Positi%e A )sers can see se ected posts. Posts not se ected wi not be a%ai ab e to thee%e .
egati%e A )sers can not see the se ected posts. Posts not se ected wi be a%ai ab eto this e%e .
ote( On # the most recent 2> pages show here. 4ou can a ter this b# defining aconstant in #our wp+config.php fi e. P ease checkout the 8onstants are of thistutoria for what code to use.
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Menu
Positi%e A )sers can see se ected menu items. Menu items not se ected wi not bea%ai ab e to the e%e .
egati%e A )sers can not see the se ected menu items. Menu items not se ected wi be a%ai ab e to this e%e .
)G? Hroups
"f #ou are using )G? Hroups as co%ered ear ier in this tutoria then #ou can a so addthem to positi%e or negati%e ru es.
Positi%e A )sers can see se ected )G? Hroups. )G? Hroup not se ected wi not be
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a%ai ab e to the e%e .
egati%e A )sers can not see the se ected )G? Hroups. )G? Hroups not se ectedwi be a%ai ab e to this e%e .
Content -'%es
Down oads
"f #ou wish to protect down oads! then ear ier in this tutoria whi st on the Options page #ou wi ha%e defined some Protected Hroups in the Down oads Media tab. "f#ou didn t but wish to add some ru es! then pop back there and get it set up.
-e wait for #a here$ +,
" set up a coup e! ets take a ook(
So we cou d use Premium Down oads for one e%e and then ha%e separate SuperDuper ones for another e%e .
Or #ou cou d et one e%e ha%e access to on # one of them! and then the ne9t e%ecou d ma#be access them both. "ts #our choice here! #ou decide$ +,
Positi%e A )sers can %iew and down oad from the se ected group name. Down oadHroups not se ected wi not be a%ai ab e to the e%e .
egati%e A )sers can not %iew and down oad from the se ected group name.Down oad Hroups not se ected wi be a%ai ab e to this e%e .
Shortcodes
n# p ugin using shortcodes to disp a# or perform some action can be protected. Sofor e9amp e #ou cou d protect the -ordPress Uga er#V shortcode. 'his wi ensurean#where in #our website where #ou use the -ordPress ga er# feature! thoseshortcodes wi be protected under the membership p ugin. @%en MarketPress
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shortcodes can be used here.
"f #ou are using a p ugin which has shortcodes not seen in this ist! don t worr# asa wa#s we ha%e #ou co%ered. "f #ou remember ear ier in this tutoria whenconfiguring the options page! under the the Content +rotection tab there was an
option Admin "n%y Shortcodes ! this wi a ow #ou to add those missingshortcodes.
Positi%e A )sers can %iew content produced b# a gi%en shortcode. Shortcodes notse ected wi not be a%ai ab e to the e%e .
egati%e A )sers can not %iew content produced b# a gi%en shortcode. Shortcodesnot se ected wi be a%ai ab e to this e%e .
MarketPress
"f #ou ha%e MarketPress insta ed /our ama=ing commerce cart, then #ou wi findfurther options here to protect specific pages inc uding the checkout and cart.
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Positi%e A )sers can %iew MarketPress pages. Pages not se ected wi not bea%ai ab e to the e%e .
egati%e A )sers can not %iew MarketPress pages. MarketPress not se ected wi bea%ai ab e to this e%e .
:'ddy+ress -'%es
Cudd#Press Pages
?ooking for a coo wa# to restrict Cudd#Press to certain members on #
-e this is it! Bust se ect which pages #ou want and need. Protect #our cti%it#Stream! #ou &orums! #our members! etc.
Positi%e A )sers can %iew Cudd#Press pages. Pages not se ected wi not be a%ai ab eto the e%e .
egati%e A )sers can not %iew Cudd#Press pages. Pages not se ected wi bea%ai ab e to this e%e .
Pri%ate Messaging
4up that is right! #ou can pre%ent #our users from taking ad%antage of the pri%ate messaging feature! un ess of course the# are subscribing to the right
e%e .
Positi%e( )ser can send messages.
egati%e( )ser is unab e to send messages
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C ogs
'his ru e wi remo%e or a ow the mention of specific b ogs in #our Cudd#Press Site$racking area which is a so known as :%ogs .
'his wi not protect the actua b ogs. Just thought " d mention that so #ou don t getconfused b# its purpose. (+,
Positi%e A )sers can %iew inks and acti%it# to sites isted in the Cudd#Press Site$racking . C ogs not se ected wi not be %isib e on this page to the e%e .
egati%e A )sers can not %iew inks and acti%it# to sites isted in the Cudd#Press Site$racking . C ogs not se ected wi be %isib e to this e%e .
Hroup 8reation
"f #ou were ooking for a wa# to pre%ent or restrict group creation! thats here. 4oucou d a ow! sa# one group for e%e 1 membership! but then a ow e%e 2 to createsa#.... 10 s a wa#s its #our choice! #ou decide how #ou want that to work. (+,
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Positi%e( )sers can create the amount of groups #ou define.
egati%e( )sers are unab e to create an# groups.
Hroups
"f #ou had some premium groups! ma#be the# are used for support! notifications tomembers! or for some other cause #ou ha%e! then #ou can restrict the access to thesefor different e%e s.
Positi%e A )sers can Boin and use Cudd#Press groups. Hroups not se ected wi not bea%ai ab e to the e%e .
egati%e A )sers can not Boin and use Cudd#Press groups. Hroups not se ected wi be a%ai ab e to this e%e .
dministration Gu es
C og 8reation
4ou cou d run #our own -ordPress hosting business if #ou ha%e a Mu tisiteinsta ation! #up thats right #ou cou d se b ogs on a subscription basis. 8oo eh$
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Positi%e( )ser can create howe%er man# b ogs #ou define here. Don t enter a numberto remo%e the restriction! thus making it un imited.
egati%e( )sers on this e%e wi not be ab e to create an# b ogs.
Main Menus
-ith this ru e #ou cou d restrict access to certain menu items! so ets sa# #ou se awebsite within a mu tisite insta . 4ou cou d then pre%ent access to the menu optionsfor creating pages or for the 'oo s menu.
Positi%e A )sers can see this menu item.
egati%e A )sers can not see this menu item.
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Sub Menus
"f #ou didn t want to hide a who e menu! but Bust wanted to hide a coup e of the submenus then that is fine a so. (+,
Positi%e A )sers can see this sub menu item when se ected.
egati%e A )sers can not see this sub menu item when se ected.
Dashboard -idget
4ou can e%en remo%e dashboard widgets if #ou wanted to! how coo is that$
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Positi%e A )sers can see dashboard widgets when se ected.
egati%e A )sers can not see dashboard widgets when se ected.
P ugins
"f #ou are using the Membership p ugin to se websites! then #ou can a so restrict theuse of p ugins. Different e%e s cou d ha%e different features.
Positi%e A )sers can insta p ugins when se ected.
egati%e A )sers can not insta p ugins when se ected.
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S'bscription +%ans
ow we ha%e our Access ,eve%s; +ings ! and a the other options read#. -e no Bust need to makesome subscriptions to add those ccess ?e%e s to! this is where sort the finances out. So ets do thatnow.
Admin → Membership → *ubscriptions
/wp-admin/admin.php?page=membershipsubs
"n m# setup " current # ha%e two S'bscriptions (
4ou can see here that there is a button to Add New subscriptions! which... @rm.... dds a new
subscription. (+,
4ou can see which p ans are acti%e! pub ic or pri%ate and how man# users are on those p ans.
4ou don t need a free subscription p an here! un ess of course #our making some offer. 'hose whoare not subscription members and using the stranger e%e do not need a subscription.
Cu k ctions
De ete"f #ou check mu tip e subscriptions #ou can then bu k de ete them.
'ogg e cti%ation4ou can check mu tip e subscriptions and acti%ate deacti%ate them
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'ogg e Pub ic Status4ou can check mu tip e subscriptions and set them to be pub ic or pri%ate forusers.
4ou a so ha%e %arious fi ters for order the subscription and #ou can e%en search through the
subscriptions.
5o%ering o%er the subscription wi a ow #ou to @dit! cti%ate Deacti%ate! Make Pub ic Pri%ate orDe ete(
" m going to edit ?e%e 1 for this tutoria .
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Making A S'bscription +%an
"f #ou were starting a fresh and did not use our wi=ard then #ou wou d c ick the Add New button. "a read# ha%e m# p ans set out from the wi=ard! so " m going to edit one of them.
'his is what the Subscription P ans page ooks ike(
4ou wi notice this is simi ar to the Access ,eve% editor page. 4ou simp # need to drag the e%e so%er which wi be app icab e to thisS'bscription +%an . -e wi co%er that in a moment.
Subscription ?e%e'his can be an#thing #ou wish! perhaps #ou wi ha%e Cron=e! Si %er! Ho d andP atinum e%e s or be origina ike me and ha%e ?e%e 1! 2 and 3. (+,
Subscription Description-hack a the detai s about #our subscription in there! inc ude some promo te9t!images! or what e%er #ou wish. otice what " had in mine 4ou wi see a screenshotfrom the front end in a moment to see how that one ooks again.
Subscription Price 'e9t
'his is Bust some sa es b urb! ike "rab our top subscription 2or onl& 7/8 orsomething ike that.
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On the front end it ooks ike this(
8oo ! eh$
Membership ?e%e s-e now drag those Access ,eve%s o%er which wi use this p an. 4ou can c ick on thedrop down! #ou can a so c ick dd ?e%e rather than dragging them if #ou wish.
" m going to drag o%er m# Access ,eve% ! ?e%e 1.
otice now there are some more options for us to se ect on the Access ,eve% 1.
Mode&inite
)ser Gemains at this e%e for a set period of time before their subscriptionends.
4ou wou d use this mode if #ou offered a one off subscription where the#
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wou d need to manua # renew.
"ndefinite-ith this mode! an#one who subscribes are added indefinite # aka fore%er.
Seria "f #ou are wanting auto renewa s then this mode wi et them sta# on thee%e for a set period of time before auto renewing.
s #ou see there is a note there stating that with some gatewa#s! a tering the p ans here for e9isting users wi not ha%e an# affects on their renewa price.
Period e9t #ou can set the period this e%e wi be acti%e for when the# subscribe.'his can be set to da#s! weeks! months or #ears in the second drop down.'hen Bust decide on the number from the first drop down. So 1 #ear! or 30
da#s! " m sure #ou get the picture. (+,
Price'he currenc# is set within the options area. "f #ou skipped o%er or forgotabout that part of the tutoria ! and #our stuck wondering how to change it to)SD or something e se then rewind and checkout the part of this tutoriaabout the Options page.
Just enter the amount here #ou wish to charge for this e%e ! for the period oftime specified.
4ou can ha%e mu tip e ccess ?e%e s added here! this wi create #ou drip content if #ou wish.Hi%ing users access to something for R amount of time! before gi%ing them access to somethinge se! or more. Hood for customer o#a t# as we .
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nd the ast part of this section is for pings! if #ou ha%e set some up and wish to use them for thisSubscription ?e%e ! then set it here(
Once #our a done! Bust c ick the Add or &pdate button.
Don t forget though to make sure the Subscription ?e%e is both Active and +'b%ic ! un ess of course#ou want it some other wa#. (+,
Just thought " d mention it thought because one of the biggest support :uestions is aboutSubscription ?e%e s not being shown on the front of the site! most of the time is because the# aredeacti%ated or simp # not pub ic.
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Comm'nications
So we are near # at the end of it a now! its a most sad to see #ou a go off on #our own with this p ugin! but #ou ha%e come a ong wa#! ma# the &orce be with #ou on this$ (+,
8ommunications is a rea coo feature! one which #ou might not a wa#s hear to much about. Cutnonethe ess its power is awesome$
'his feature wi et #ou send out an emai to #our users R amount of da#s! weeks! months or e%en#ears after someone has paid for a subscription. 'his cou d be a persona we come message! somehand# tips! a mone# off coupon or an#thing e se #ou ike.
4ou can a so send out messages R amount of da#s! weeks! months and #ears before the renewa isdue! so before the subscription e9pires. 'his cou d be a "ts been great ha%ing #ou around! we rea #
o%e #ou t#pe emai ! or #ou cou d e9tend another offer to them! some promo stuff or again...n#thing e se #ou ike.
8 ick on the Add New button to create a new message for #our members.
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" think this is a se f e9p anator#! when the message is sent! before e9pir#! after signup! etc. -hatthe emai subBect shou d be and then the bod# contents.
-e then ha%e a number of constants! or tags for #ou to use. 5ere is what the# do(
Tb ognameT + Disp a#s #our C og ame.
Tb ogur T + Disp a#s #our C og )G?.
TusernameT + Disp a#s the )sername of the member.
TusernicenameT + Disp a#s their chosen ice ame.
TnetworknameT + Disp a#s #our etwork ame /Mu tisite "nsta ,.
Tnetworkur T + Disp a#s the etwork )G? /Mu tisite "nsta ,.
TsubscriptionnameT + Disp a#s the Subscription ame the# are current # on.
T e%e nameT + Disp a#s the ?e%e ame the# are current # on.
Taccountur T + Disp a#s their ccount )G?.
4ou can use an# of those whi st t#ping out a message. -hen #ou are done! Bust c ick on AddMessage button and thats it.
4ou wi need to c ick on the cti%ate option b# ho%ering o%er the message! otherwise this messagewi ne%er be sent out.
done..... 'hat was an epic manua ! the argest #et for -PM) De% " thinks........ "s this thing sti
on Wtap < Wtap <!4ou awake 5e o n#one sti reading 'hree penguins wa k into a bar........
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Common FA
Where are my S'bscriptions?"f the# are not there for members to see then chances #ou #ou did not make
them pub ic or acti%e.... Or both.
5ts not working? 5 see the content and shortcodes?4ou are most ike # ogged in with an dmin account if #ou see theshortcodes.
4ou might a so ha%e the Membership disab ed in the settings.
+ See the Membership dashboard or #our -P dmin bar to acti%ate.
Sti stuck and need some he p
'hen pop on o%er to our forums and open a thread! one of our support staff wi be a ong to he p#ou out.
http( premium.wpmude%.org forums
'hanks for being a -PM) De% Member$
Docs Ge%ision 3.0.2> A 'imoth# Cowers A "ncsub.Docs Ge%ision 3.0.26 A 'imoth# Cowers A "ncsub.Docs Ge%ision 3.0.2E A 'imoth# Cowers A "ncsub.