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WPMU Dev - Membership Plugin Docs

1. This really 1s an advanced feature 1ts not something everyone needs either but the power 1t wields by someone who can control this beast is immense Lets get simple for a moment and assume you used a remote service like MailChimp to send your newsletters and you wanted some level of integration like a user registers you then Ping Mail Chimp to action a task Or when the subscription ends you Ping Mail Chimp to cancel a task Thats this feature it will do that for you but 1ts complex to understand at first even with a with a simple form It made my head hurt when I first used the Membership plugin so you have been warned Membership 3 0 Documentation Page 48 Of 61 Skip over this section if it does not interest you much and you have no need for it Admin Membership Remote Pings Negative Rules Advanced both These are the areas elements that a member of this level can access Groups Remove Select the groups to be covered by this rule by checking the box next to the relevant groups title _ Group title Group created Group Name 2012 02 15 test group 2012 01 24 3 Group title Group created Cancel Update wp admin admin php page membershippings EB Membership Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options 4 upi ee Edit Pings Add new Z Some help content Bulk Actions Apply O Ping Name No Pings have been set up
2. 4 Enter the secret answer to the secret question you configured when you activated your user account 9 Click Submit The Transaction Key for your account is displayed on a confirmation page IMPORTANT Be sure to record your Transaction Key immediately in a secure manner or copy it immediately to a file in a secure location because it 1s not always visible in the Merchant Interface like the API Login ID Once you navigate away from the confirmation page there will be no other way to access the Transaction Key in the Merchant Interface You would have to generate a new Transaction Key Delimiter Character Leave this as the default for now unless you know what you are doing and absolutely need to change it Encapsulation Character Leave this as the default for now unless you know what you are doing and absolutely need to change it Email Customer on success If you want to email your customer when the transaction 1s successful then set this to yes The body of the email will be generated by the Membership plugin Membership 3 0 Documentation Page 40 Of 61 gP Edit Level 3 Level 3 Main rules Level tithe Level 3 More tag Level shortcode level level 3 Allows content placed after the More tag to be protected These are the areas elements that a member of this level can access Categorles Pages Posts Comments Remove Menu Positive User gets read and make comments of posts Negative User can not read or comment on posts
3. on the button Create Page button Clicking this multiple times will create multiple pages Account Hello tim to edit your account details click on the edit link edit If you want to add the subscription signup form to other pages you can use the following shortcode Account Hello tim to edit your account details click on the edit link edit USERNAME Usernames cannot be changed FIRST NAME Timothy LAST NAME Bowers NICKNAME Timmy DISPLAY NAME PUBLICLY tim 7 AS EMAIL timothy sjbowers net WEBSITE cowpat net NEW PASSWORD Update Account Membership 3 0 Documentation Page 15 Of 61 subscriptionform You can also use this shortcode to create your own signup page where you will include custom text and images or what ever else you wish around the form not just above but below as well Note If you are using BuddyPress then you will have two signup forms here you might not want to use the BuddyPress registration page if you are charging a Subscriptions page This is the page a user will be redirected to when they want to view their subscription details and upgrade renew them ican be left blank to use the standard Membership interface otherwise if can contain any content you want but should contain the renewform shoricode in some location subscriptions page Subscriptions z Create page view page edit page premium or wanting your users to be on a specific plan even free subscription shortcode sel
4. Advanced mr a n l 1 4 Repair Membership If you are having problems with your membership site or have recently upgraded and are seeing strange behaviour then try the membership check below to see if there are any issues with your table structure Click on the repair button if you want to repair any issues found back up your database first Verify Membership Tables Repair Membership Tables Verifying Checking table cpn_2_m_membership_levels Ok Checking fields in table con_2_m_membership_levels id Ok level_title Ok level_slug Ok level active Ok level_ count Ok Checking table cpn_2_m_membership_relationships Ok Checking fields in table con_2_m_membership_relationships rel_id Ok user_id Ok sub_id Ok level_id Ok staridate Ok updateddate Ok expirydate Ok order_instance Ok usinggateway Ok harina talla mi a om esha ec Palea File Show Content After The More Tag There are two options here No More tag content not visible This will ensure anything after the more tag 1s not visible unless they have a subscription Yes More tag content is visible This will show all content in the more tag to the world You would choose this option if you wanted more control You might not want users on your level one subscription to see content after the more tag but you might make it available to level two Or you might just not want it protecting at all this allows you to con
5. id XXXXX Membership 3 0 Documentation Page 51 Of 61 Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Plugins Remove Select the Plugins to be covered by this rule by checking the box next to the relevant pages title Plugin Ad widget 2 2 Affiliate 2 4 5 Akismet 255 Anti Splog 0 3 AutoBlog 3 6 2 Automessage 2 1 AVH First Defense Against Spam WPMU DEV Version 2 0 1 bbPress 2 0 2 email_address useremail double optin false update existing true send _welcome false Method The method we use is listSubscribe to add your new member to the MailChimp subscription list http apidocs mailchimp com api l 3 listsubscribe func php API Key We then enter the API Key so replace XXXXX us4 with your own key ID This is your list ID and can be found within the MailChimp dashboard Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options Email Address Which email address will be subscribed notice we are passing in a constant there to pull the data dynamically from our database Double Optin Because they are signing up for a membership we might want to add them automatically to the email list as well So I set it to false here Just keep in mind that if MailChimp believe you are abusing this feature then your account could be terminated So just ensure your users know they ar
6. then you can choose a page in the Membership Pages tab where users will be directed to if they do not have a subscription with you when viewing protected content As the description points out this level will be used for visitors and members without a free or paid subscription to your site free as in you give it them for free Not free as in Stranger Level free If you didn t insert a visitor level you can go create that and then come back here to finish the set up User Registration You can choose to assign a default subscription when signing up this of course would be a free option because your members would bypass the payment options Note Because a user 1s automatically assigned a subscription then they would never be redirected to the welcome page If you want them to see the welcome page they would need to signup to the subscription like they would any with any other I e select the subscription they want and signup So in that instance you would set this to none You might want to offer a free subscription like signup for 10 days free you can set which subscription they are assigned to by default Most people will probably just create a You are logged in as a Membership Admin user you will therefore see all protected content on this site Help Membership Pages E e i lt Membership Page Options Registration page This is the page a new user will be redirected to when they want fo register on your site You ca
7. FREE members register but cannot login It says they are not Active 60 Can Membership installation control access to my Multisite Sites oooonncnccnonmm 60 Why are my users no in the user panel but show in the Network users area 61 Membership 3 0 Documentation Page 4 Of 61 Installing Once downloaded you unpack the files and upload them to your plugins folder using your favourite FTP program J membership license txt membershipincludes t Hi membershippremium php Upload them here wp content plugins So 1t will look file this wp content plugins membership and all the files of course Wondering what FTP is It stands for File Transfer Protocol its basically a program which you use to upload or download files form your local computer to another computer server hosting etc Don t worry though if you have no clue what this is WPMU Dev provide a handy tutorial right here http premium wpmudev org wpmu manual introduction to ftp and using ftp clients Now we have the files uploaded we need to get it activated Admin Plugins wp admin plugins php En Appearance Users And click on Activate Membership Premium The most powerful easy to use and flexible membership plugin for WordPress Multisite and BuddyPress sites available Offer downloads posts pages forums and more to paid members Activate Version 3 0 By Barry I
8. Negative Users can not see the selected pages Pages not selected will be available to this level Note Only the most recent 50 pages show here You can alter this by defining a constant in your wp config php file Please checkout the Constants are of this tutorial for what code to use Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Posts Remove Select the posts to be covered by this rule by checking the box next to the relevant posts title Post title Post date M Post with more tag used 2012 03 07 Feb Test posting 2012 02 07 My quick status post 2012 02 04 Test when not logged into Facebook 2012 01 24 Now just a test of an image in the post 2012 01 24 and a featured image test 2012 01 24 Thames River Potential security threat to Olympics 2012 01 23 Hacker group Anonymous takes down major website 2012 01 23 Post title Post date Only the most recent 25 posts are shown above if you have more than that then you should consider using categories instead Cancel Positive Users can see selected posts Posts not selected will not be available to the level Negative Users can not see the selected posts Posts not selected will be available Membership 3 0 Documentation Page 61 Of 62 to this level Note Only the most recent 25 pages show here You can alter this by defining a constant in your wp config php file Please checkout the Constan
9. O Ping Name Bulk Actions Apply Blog Creation Remove Positive User can create blogs Leave blanks for unlimited blogs Negative User is unable to create any blogs Cancel Mica Lets get started click on the Add New button to create a new Remote Ping Add Ping details Add ping details Ping name Ping URL Ping data Ping method GET v Membership 3 0 Documentation Page 49 Of 61 You can use the following constants within the message body to embed database information blogname blogurl username usernicename useremail userid networkname networkurl subscriptionname leveiname timestamp One entry per line e g key value Select the Main menus to be covered by this rule by checking the box next to the relevant pages title Looks simple right Menu title Dashboard Media Links Pages So we mentioned MailChimp and we ll stick with that for now Lets assume you want it so that when someone signs up they are also auto subscribed to MailChimp You can find the MailChimp Api details right here http apidocs mailchimp com api 1 3 Negative Rules Advanced both These are the areas elements that a member of this level can access Sub Menus Remove Select the Sub menu items to be covered by this rule by checking the box next to the relevant pages title J Menu title Dashboard Home My Sites Affiliates All Posts Add New 3 Catego
10. These are the levels that are part of this subscription and the order a user will tr Starting Point A new signup for this subscription will start here and immediately p to the next membership level listed below The first option is of course the Level Title so here I entered Level 3 Membership 3 0 Documentation Page 54 Of 61 Before I go any further I m going to quickly save this one and so I click on the Add button Lets take another peek now what it looks like gP Edit Level 3 Level 3 Level title Level 3 Level shortcode level level 3 Positive Rules Negative Rules Advanced both These are the areas elementis that a member of this level can access Cancel Update You see the difference If not look again Now subscription shortcode Select a Subscription Level 1 This is the subscription text with details about the plan We could even include an image Only 20 Per Month Level Shortcode Now a new short code is shown you can use this shortcode to hide content which 1s restricted for this level only This 1s handy 1f you don t wish to protect a whole page or post but you want to protect some content in a post or page You use this by popping the shorcode around the content you want to protect This could be a download some text and image or anything else you can put on in there So 1t would look like this for Level 3 level level 3 Hey I m protected content I could be a download a
11. URL Groups Cancel Update Content rules Customer Receipt Email Header Set the subject of your email which the member will be sent Customer Receipt Email Footer Then create a footer maybe include your copyrights or some handy links with your signature Security MD5 Hash Leave this as the default for now unless you know what you are doing and absolutely need to change it Request a delimited response from the payment gateway Leave this as the default for now unless you know what you are doing and absolutely need to change it And then as always click the Save Changes button Back on the gateway page whilst hovering you will have seen View Transactions Click on that will show us all the transactions done with this gateway 4 Authorize net AIM transactions Recent transactions Pending transactions Future transactions Subscription User Date Amount Transaction id Status Notes No Transactions have been found patience is a virtue Subscription User Date Amount Transaction id Status Notes Free Subscription This Gateway will provide a button on any subscriptions which are free not needed for Stranger Access Membership 3 0 Documentation Page 41 Of 61 Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Categories Remove Select the Categories to be covered by this rule by checking the box next to the relevant categories name Category nam
12. cownpatorg cowpat netfiles 201 2 03 Erin Millie Bowers Sleeping jpg None File URL Attachment Post URL Enter a link URL or click above for presets Alignment O None Left Center Right Thumbnail 150 x 150 J Medium 300 x 225 Large J Full Size 960 x 720 Size Protected content Y None group Is this an item you may want to restrict access to Insert into Post Use as featured image Delete Save all changes See the Protected Content Group option 1t currently says none because I didn t set any up So lets set up two now K 8 Authorize net AIM transactions Recent transactions Pending transactions Future transactions Subscription User Date Amount Transaction id Status Notes No Transactions have been found patience is a virtue Subscription User Date Amount Transaction id Status Notes Membership 3 0 Documentation Page 30 Of 61 And click on the Save Changes button Rather than upload another image or some other media to demo we can pop on over to the Media section of your WordPress Site K Edit Free Subscriptions settings subscription button http orangecountycustomwebsitedesign com wp contentuploads 201 1 04 paypal butt We will edit the image I just uploaded O F Free subscriptions gateway Author settings View transactions Deactivate AA tim JPG Editl Delete Permanently View Erraar Ghat 29561 2 64 6 a MA 494 541 tirri iS 2 Free Subscriptions transactions Recen
13. details Require Invite Codes When checked anyone signing up will require a shortcode otherwise they will not be able to register Invite Codes Enter your codes here each code must be on its own line Remove Code Once Used Pretty self explanatory but this will make your codes a one time use only so once a new member signs up with the code it will be removed And thats another tab down one more to go Just click on the Save Changes button and off we go Advanced Settings This one will be short and sweet you most likely will never use it but here we are anyway If you ever notice an issue with your setup using our Membership plugin then pop in here Membership 3 0 Documentation Page 35 Of 61 you can Verify Membership Tables and you can also use the Repair Membership Tables button to help remedy any issues you might get Advanced If you are having problems with your membership site or have recently upgraded and are seeing strange behaviour then try the membership check below to see if there are any issues with your table structure Click on the repair button if you want to repair any issues found back up your database first Verify Membership Tables Repair Membership Tables Verifying Checking table cpn_2_m_membership_levels Ok Checking fields in table con_2_m_membership_levels id Ok level_tithe Ok level_slug Ok level_active Ok level_count Ok Checking table cpn_2_m_membership
14. in order to prevent members abusing the upgrade process Upgrades period limit 1 a day s This can also be set between 1 and 365 days I don t mind my members upgrading frequently and so I set mine to 1 Membership Wizard Remember when we first started getting this setup we had the Wizard which walked us through setting up some default levels and the gateway Well if you dismissed that and want it back you can simple check the Show Membership Wizard and it will be back again Membership wizard Ifyou accidentally dismissed the membership wizard and would like to show it again then check the box below show membership wizard Simple Invite Codes You can even restrict access to your sites by requiring those signing up to have an Invite Code Membership 3 0 Documentation Page 34 Of 61 Simple Invite Codes Use the section below to enable and require invitation codes on the registration panel Require Invite Codes Invite Codes Pisce each avan able code on a new ime Remove Code once used Bulk Actions Apply Three options there real simple of course Add Ping details Add ping details Ping name Ping URL Ping data You can use the following constants within the message body to embed database information blogname blogurl usernamed usernicename useremail userid networkname networkurl s subscriptionname leveiname timestamp One entry per line e g key value Ping method a Add ping
15. location on your server there is very little we can do to prevent its download so please be careful about giving out URLs Masked download URL httpy cownpatorg cowpat ne sdasfasfasgs Protected groups Save Changes Masked Download URL 1s the download link your users will see its not the direct link of Membership 3 0 Documentation Page 29 Of 61 course because we don t want them having that In this field we could add anything random I threw in some random letters but please add anything you like maybe just downloads Anyone trying to access the content through this url 1s processed by the plugin and so if they don t have a subscription they will rightly be forwarded to the Protected content page we set up earlier in this plugin Protected Groups We can create multiple groups here and name them anything we like They will appear within the media section when uploading and inserting media Here is an example Add Media You are using the multi file uploader Problems Try the browser uploader instead Maximum upload file size 1 MB After a file has been uploaded you can add titles and descriptions Erin Millie Bowers Sleeping File name Erin Millie Bowers Sleeping jpg File type image jpeg Upload date March 6 2012 Dimensions 960 x 720 Edit Image Title sy Erin Millie Bowers Sleeping Alternate Text Alt text for the image e g The Mona Lisa Caption Description Link URL http
16. new subscription General Tab General iT General Options Stranger settings A stranger is a visitor to your website who is either not logged in or does not have an active membership or subscription to your website Use membership level Visitors v ifthe above is set to None then you can pick the page you want strangers directed to below in the Membership Pages options User registration if you have free user registration enabled on your site select the subscription they will be assigned to initially if you are using a paid subscription model itis probably best to set this to none Use subscription None a v The default setting for the membership plugin is to disable user accounts that do not complete their subscription signup if you want to change this then use the option below Enable incomplete signup accounts Save Changes Stranger Settings If you used the Wizard and selected Also create a level to control what non members can see then a default Visitors level will have been created and that will be the default option selected here If there is no Stranger level then all of your content will be protected regardless which is probably not what you want because you would want to pop some blurb on there about why people need your critical subscription offerings Membership 3 0 Documentation Page 11 Of 61 It will then be down to each level to decide who has what access If you set this to none
17. or page can be protected by setting the visibility below This setting can be overridden within each individual level show content after the More tag No More tag content not visible T No access message amp Upload insert aa PTA B I ae s j e a 6 gt i ww Es Hey signup for a cool subscription today and stop missing out on the most amazing plugin in the world Path p Hello tim to edit your account details click on the edit link edit USERNAME Usernames cannot be changed FIRST NAME Timothy LAST NAME Bowers NICKNAME Timmy DISPLAY NAME PUBLICLY tim lt gt AS EMAIL timothy sjbowers net WEBSITE cowpat net NEW PASSWORD Update Account No need for the WordPress admin area this way Upload insert Visual HTML b i link b quote det ins img ul ol li code more lookup close tags fullscreen If you wanted to create your own custom page with text and images you can also use our Upload insert U35 Visual HTML B J iana s A iee a a This is not protected content But this is protected content lt That is the button for the More tag whilst using the editor in visual mode Click it and it will be added like magic Path p Word count 35 Draft saved at 4 45 30 am Last edited by tim on March 6 2012 at 4 33 am Membership 3 0 Documentation Page 20 Of 61 shortcode Page with protected content This is not protected content But t
18. posting My quick status post Test when not logged into Facebook Now just a test of an image in the post and a featured image test Thames River Potential security threat to Olympics Hacker group Anonymous takes down major website Post title Only the most recent 25 posts are shown above if you have more than that then you should consider using categories instead Paypal Express amp Single Payment Remove Post date 2012 03 07 2012 02 07 2012 02 04 2012 01 24 2012 01 24 2012 01 24 2012 01 23 2012 01 23 Post date The setup process of these two plugins are virtually identical with the exception of one button which is the Renew button In Single Payment this is not needed as it will not set up or process subscriptions with Paypal it will only process a single payment at a time thus meaning each time your members are due to renew will need to manually process their renewal Paypal Express Supports Subscriptions Paypal will return the transaction using IPN automatically using notify_url so you shouldn t need to set a specific IPN within Paypal PayPal Mode If you wish to test the connectivity with Paypal Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Menu Remove Select the Menu items to be covered by this rule by checking the box next to the relevant menu labels Menu Item title MENU test menu Protected Content Su
19. will not access anything in the negative list thus assuming anything not added 1s available to them not dropped in or not selected Advanced This will allow you to set both Positive and Negative rules There is a huge advantage to the advanced mode which 1s as follows Level Pings if you want any pings to be sent when a member joins andor leaves this level fhen set them below Joining Ping None Leaving Ping None 4 Associated Role you want a specific WP role to be assigned lo users on this level select if below Associated Role No associated role Cancel Update Level Pings Membership 3 0 Documentation Page 56 Of 61 Membership levels These are the levels that are part of this subscription and the order a user will travel through them Starting Point A new signup for this subscription will start here and immediately pass to the next membership level listed below Level 1 Remove Mode Mode details Finite a Finite user remains at this level for a set period of Y time before ending Period 16 day s indefinite user remains at this level for ever Serial user remains at this level for a set period iaia of time and is then renewed at the same level 20 00 GBP Note depending on the payment gateway used changing the price will not alter subscriptions charged to existing members Level 2 Remove Mode Mode details Serial 4 Finite user remains at this level for a set period of ti
20. 5 Of 61 now you will This will ensure your content is protected Admin only shortcodes Sometimes plugins create custom shortcodes but only register them in the public part of your site This means that the Membership plugin admin interface will not be able lr elias tin ie dh Ch nen das main if you find that a Simple Invite Codes Lise the section below fo enable and require invitation codes on the registration panel Admin Only Shai Require Invite Codes Invite Codes Pisce pach availabe code on a new ime Remove Code once used More Tag Default If you did not know already WordPress has this cool feature that when you are writing a post or page you can include a simple more tag and then anything after the tag requires you to click read more or what ever is customised on your theme Well we have this incredibly clever feature whereby you can use that tag to protect your content So why is this useful you may ask Simple you could create a post or page and stick in the first paragraph or two or more if you like this could be the most epic teaser anyone has ever read Then protect the rest of the content This is good for Google and other search engines your content brings in readers and those readers will take in your catchy short yet tantalising text then want more Who can resists a great teaser Subscription sold Cha Ching You ll be laughing all the way to the bank Membership 3 0 Documentation Page 26 Of 61
21. Add New EB Membership Y View all subscriptions Order by subscription ID Filter View active subscriptions View inactive subscriptions Public View public subscriptions View private subscriptions Public Active Public Active Public Membership 3 0 Documentation Page 53 Of 61 a A Acce View all subscriptions d Y Order by subscription ID Order by subscription name This is where you Active Publie A asic free users access level for site visita ss levels as you wish Use the drag and drop Active Public Search Levels Bulk Actions Filter Active Public O Level Nan Shortcode O Visitors level visitors Active Public O Level 2 level ewel 2 O Level 1 Active 1 Devel level 1 O Level 1 Active O Level Name Edit Deactivate Make private Delete Shortcode Bulk Actions Apply I created those three levels earlier with our Wizard in the membership dashboard For this tutorial I ll make a forth level titled Level 3 gP Edit new level new level Level title Lewel 4 Level shortcode Save your level to create the shortcode amp Edit Level 1 Level 1 Membership levels Subscription name Level 1 Visitors Subscription description Level 3 loh H i f Upload nsert US Visual HTML Level 2 B I se ia 2223 a OS This is the subscription text with details about the plan We could even include an image Path p Subscription price text Only 20 Per Month Membership levels
22. Membership 3 0 Documentation Page 1 Of 61 Membership Premium 3 0 Docs 3 0 29 EE Membership Membership All Members Access Levels Subscription Plans Payment Gateways Communications URL Groups Remote Pings Options Add ons Subscribe now Thes is my subscription form rece mnt A Step 2 Select a subscription Please select a subscription from the options below Basic Membership de eccess to our d monderful conte So the brand spanking new Membership plugin is here I bet you are eager to download this puppy and get it installed So lets crack on Membership 3 0 Documentation Page 2 Of 61 Table of Contents Membership Premam DA dd a l A O 4 Wondetio Mirar ion 4 A lt EE E eau sa teraatratee ction chcte pasa ute eas tea see Satoh tesla ieoae teeter tetas 5 Standard Membership SiS 6 DAPpPeaiSon ita I A 7 More On The DAD a o aaets 8 INC WS senda di 9 ASS na 9 Membership Options The SEO ic 9 General Lat 10 SEE ALM SINS wit essa atid dig tae he eared ecco ended ee cha ariel eee mua te Beneies 10 User REASON ii iia 10 is aua ieee auian cease eh ctaceeelanmaionaulencecsur E eaaeaseeeiaeiae 11 REO e 11 Registration Completed Page ooocccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnonnnnnnonnnnnnnnnnss 14 ACCOUNT eV n a a E ones 14 Susto Parado 15 Protected a AM A A rahnaeameeetees 16 Content Protec ais 17 S oncode Protected COMEM aca 17 yA AA A A ence ntact 18 M re Tae De a del aut 18 Down
23. Only one gateway should be used at a time Lets go through each one gP Edit Level 3 Level 3 Level title Level 3 Level shortcode level level 3 Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Cancel Update Authorize net Please note You will require an SSL certificate for this gateway Once activated you can hover over the Authorize net gateway and see the following options y Authorize net gateway The Payment gateway for Authorize net settings View transactions Deactivate Click on Settings to set this up Membership 3 0 Documentation Page 38 Of 61 Edit Authorize net AIM settings Mode Sandbox Login ID Transaction key Advanced Settings Delimiter Character Encapsulation Character Email Customer on success Yes 4 Customer Receipt Email Header Thanks for your payment Customer Receipt Email Footer Security MD5 Hash Request a delimited response from Yes the payment gateway Level Pings if you want any pings to be sent when a member joins andor leaves this level fhen set them below Joining Ping None Leaving Ping None Associated Role if you want a specific WP role to be assigned to users on this level select it below Associated Role No associated role Cancel Update Mode You have two options here Sandbox You can use this mode when testing the gateway to ensure it is working wit
24. _relationships Ok Checking fields in table con_2_m_membership_relationships rel_id Ok user_id Ok sub_id Ok level_id Ok staridate Ok updateddate Ok expirydate Ok order_instance Ok usinggateway Ok Dharma take mi a Ds a eek elea Fils You will most likely never use it as I said but it is here for you And so that brings us to the end of the Options page feel good about that Great lets move on then shall we Payment Gateways So you the membership options solidly set up you might even be ahead of us here and already have levels and subscriptions but now you need a way to take some hard cash Lets do it Pop on over to the Payment Gateway admin area Admin Membership Payment Gateways Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options Membership 3 0 Documentation Page 36 Of 61 You then have various options Authorize net Free Subscriptions Paypal Express Paypal Single Payments 2Checkout 2CO K Edit Gateways you intend to charge a membership fee for higher levels of access to your site this is where you need to set up your payment gateway Bulk Actions Apply O Gateway Name Active O Authorize net gateway Active The Payment gateway for Authorize net O Free subscriptions gateway Active O PayPal Express Gateway Active O PayPal Single Payments Gateway Inactive Activate O 2Che
25. bscriptions Account Welcome subscription shortcode Register Menu Item title Cancel Update Membership 3 0 Documentation Page 43 Of 61 PayPal Email This will be your Paypal account email If you are in sandbox mode you will need to use Sandbox credentials PayPal Site Here you select which is the main Paypal website for your country Paypal Currency This option can only be changed from the options page under the extras tab Negative Rules Advanced both These are the areas elements that a member of this level can access URL Groups Remove Select the URL Groups to be covered by this rule by checking the box next to the relevant URL Group name O URL Group First Group URL Group Cancel Admin Membership Options Extras Still not sure then pop back to the options page part of this tutorial Subscription Button This is the image link which users will click to subscribe You could use a custom one if you wish or leave it with the default entered upon activation Renew This is the image link which users will click to renew You could use a custom one if you wish or leave it with the default entered upon activation lt Not available in Paypal Single Payment Upgrade button This is the image link which users will click to upgrade You could use a custom one if you wish or leave it with the default entered upon activation Cancel button This is the image link which
26. cess real payments or pop it into test mode whilst you are testing your whole set up so that no real cash 1s exchanged Subscription button This is the subscription button for your payments you could enter any custom image you wish here or use the default one upon gateway activation Membership 3 0 Documentation Page 45 Of 61 Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Shortcodes Remove Select the Shortcodes to be covered by this rule by checking the box next to the relevant shortcode tag Shortcode tag wp_caption caption gallery embed membership_only Shortcode tag Cancel You can view all the transactions by overing over the gateway y 2Checkout payment plugin Active settings View transactions Deactivate One further step is needed you should see a yellow information box with the following In order for recurring payments to log properly you must enable your Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access MarketPress Pages Remove Select the MarketPress pages to be covered by this rule by checking the box next to the relevant page name Page type Global Products Global Categories Global Tags Product List Cart Order Status Page type Cancel global instant notifications url pointing to http cowpat net paymentreturn twochecko
27. ckout payment plugin Inactive EB Membership Gateway Name l Membership Bulk Actions 1 Apply All Members Access Levels subscription Plans Communications UAL Groups Remote Pings Payment Gateways Options Hover over the gateway you wish to select and then click on the activate In reality you will Access Levels Add New This is where you manage the access levels of your site It s recommended that you create a basic free users access level for site visitors who aren t yet paying members You can then create as many more access levels as you wish Use the drag and drop controls to choose which content becomes available at each level Search Levels Bulk Actions Apply View all Lewels Order by Level ID Filter O Level Name Active Users Shortcode O Visitors Active o level visitors Oy Level 2 Active 1 level lewel 2 O Level 1 Active 1 Devel level 1 O Level Name Active Users Shortcode Bulk Actions Apply not activate the Free Subscription Gateway when taking payments 1 e using any of the Membership 3 0 Documentation Page 37 Of 61 other options there However you might want to offer a free subscription so you would create a subscription level with no fee gP Edit new level new level Level title Level 4 Level shortcode Save your level to create the shortcode Positive Rules Negative Rules Advanced both These are ihe areas elements hat a member of this level can access Cancel Note
28. coupon code some text a many paragraphs of text or anything else you want level level 3 Rules Membership 3 0 Documentation Page 55 Of 61 Membership levels These are the levels that are part of this subscription and the order a user will travel through them Starting Point A new signup for this subscription will start here and immediately pass to the next membership level listed below Level 1 Remove a Mode details Finite amp Finite user remains at this level for a set period of time before ending indefinite user remains at this level for ever Serial user remains at this level for a set period of time and is then renewed at the same level GBP Note depending on the payment gateway used changing the price will not alter subscriptions charged to existing members There are 2 main types of rules with three options over all You can select Positive or Negative rules which is real easy to get set up Or if you really need both you can go into Advanced Just let it be known that Advanced is not for the novice you could find content protected which shouldn t be or content not protected which should be as well as other conflicts because rules need to be set up correctly So if you want simplicity it would be advisable to use either one set of rules or the other Positive Rules Every member with access to this level will be able access the content you specify Negative Every member with access to this level
29. cription text with details about the plan We could even include an image Only 20 Per Month MEETS Level 2 So back to the Membership Pages in options We have also now added a quick link to view the page and edit the page as you note in the next screenshot You are logged in as a Membership Admin user you will therefore see all protected content on this site Membership Admins Extras Advanced General Membership Pages Content Protection Downloads Media TT Membership Page Options Registration page This is the page a new user will be redirected to when they want to register on your site You can include an introduction on the page for more advanced content around the registration form then you should include the subseriptianiorm shortcode in some location on that page Alternatively leave the page blank for the standard Membership subscription forms Registration page E Register a MATT view page edit page There are two forms of registration form available select the one you would like to use on your site below Formtype Original membership form Membership 3 0 Documentation Page 13 Of 61 Register Sign up for Level 1 9 Please check the details of your subscription below and click on the relevant button to complete the subscription Level 1 Only 20 Per Month Only 20 Per Month sign Up Register Register or Login to purchase Enter your details below to cr
30. ctive for a set period of time and so a user could signup and access your content for say 20 days then on the 21 day they move to the next level thus getting more content You could do this multiple times with different time frames and even fees You could use this as a reward Signup for one membership stay active for a month a year or something else and then get moved to the next level which has access to an extra category for your loyal members or some super cool download content If you select the Dripped Content option you will fill in the same form as shown for Standard Membership Sites If you selected two levels this time it will create one subscription titled Dripped Subscription with both levels added whereas in Standard Membership Sites if you created two levels there would also be two subscriptions Membership levels Starting Point Anew signup for this subseription will start here Level 1 Mode Finite Perlod 20 day s Price 0 00 GBP Level 2 Mode Finite Perlod a0 15 day s Price 0 00 GBP Advanced Selecting this option will remove the Wizard setup and leave you to handle it all yourself Did you select that but want to use the Wizard again for Standard or Dripped No worries we have your back just pop over to the options and re enable it again Membership 3 0 Documentation Page 8 Of 61 Admin Membership Options wp admin admin php page membershipoption
31. e Uncategorized Category name Cancel If you are offering premium subscriptions as well then you wouldn t use this gateway you would simply offer a free subscription with the gateway you use to take payment That is because upgrading or downgrading between gateways are not supported S Edit Free Subscriptions settings Subscription button httpv orangecountycustomwebsitedesign com wp contentuploads 201 1 04 paypal butt Advanced both E OS These are the areas elements that a member of this level can access Pages Remove Select the Pages to be covered by this rule by checking the box next to the relevant pages title DJ Page title Protected Content Subscriptions Account Welcome subscription shortcode Register Page title Only the most recent 50 pages are shown above Hover over the gateway and select settings O Free subscriptions gateway Settings View transactions Deactivate There are no fancy settings here you can simply insert the URL of an image to use with this gateway You can view all the transactions on this gateway Membership 3 0 Documentation Page 42 Of 61 RZE Free Subscriptions transactions Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Posts Select the posts to be covered by this rule by checking the box next to the relevant posts title Post title 4 Post with more tag used Feb Test
32. e getting on the mailing list as well Or set it to true forcing them to confirm they opt in for your mail shots Membership 3 0 Documentation Page 52 Of 61 You are logged in as a Membership Admin user you will therefore see all protected content on this site Help Subscription Plans Add New some help content search Subscriptions Bulk Actions Apply View all subscriptions 4 Order by subscription ID l Filter O Subscription Name Active Public Users Level 2 Active Public 1 Level 1 Active Public 0 O Subscription Name Active Public Users Bulk Actions 4 Apply Update Existing This will update any existing email subscription within MailChimp Send Welcome This will fire off a welcome email to your new subscribers We have set it to false as we don t want to bombard them with welcome emails from us do we Its rhetorical don t worry about it Ya thats it for Pings Simples huh Access Levels This controls the levels of access to your site so you create different levels with different access Perhaps when you come to create a subscription you give access to level 1 for the first 30 days then after that they move to level two This is drip content and a great way to reward those members who stick with you and renew their subscriptions Or you might only have one level per subscription its up to you but lets go create one now Admin Membership Access Levels
33. e new Membership Dashboard I m sure you noticed but if not then we now make use of the fantastic WordPress 3 feature pointers Membership dashboard Dismiss EEJ Welcome to Membership This is the membership dashboard panel where you can keep track of your sites statistics and information Mext Membership tutorial Step 1 of 3 Cal Membership 3 0 Documentation Page 6 Of 61 Within this tutorial we won t be following the feature pointers but please feel free to take advantage of those should you wish Within the Membership Dashboard you have three options of how would like the plugin to function Standard Membership Site Dripped Content Site Advanced This is much like the previous release of Membership its more complex and may raise further questions for you You are able to set both positive and negative rules together Standard Membership Site If you selected the Standard Membership Site option and clicked Next you will be presented with the following screen Create your levels A level controls what parts of your website a user has access to so we will need to set some initial ones up Select the number of levels you think you will need to get started you can add or remove them later Create 2 levels and give them the following names also create a level to control what non members can see Finally would like to use the Select a gateway gateway to receive payments The first option a
34. eate a new account Login below if you re already registered Username Username Email Address Password Password Confirm Password Register My Account Level 2 Sign Up Membership 3 0 Documentation Page 14 Of 61 You are logged in as a Membership Admin user you will therefore see all protected content on this site Membership Pages Content Protectio Downloads Medi Members fl sj KAarmharchin Dana frtinne Registration completed page When a user has signed up for membership and completed any payments required they will be redirected to this page You should include a welcome message on this page and some details on what to do next Registration completed page Welcome Create page view page edit page AAA Sa There are two forms of registration form available select the one you would like to use on your site below Form type Original membership form 4 Registration Page Decide which page in our WordPress site we will use for the registration page where users can grab a subscription If the page does not exist in the drop down then click Account page This is the page a user will be redirected to when they want to view their account or make a payment on their account ican be left blank to use the standard Membership interface otherwise it can contain any content you want but should contain the faccountform shoricode in some location Accountpage Account s Ger view page edit page
35. ect a Subscription We have the following subscriptions available for our site To join simply click on the Sign Up button and then complete the registration details Subscriptions Leve This is t Your Subscriptions image subscription by selecting one below Level 1 This is the subscription text with details about the plan We could even include an image Only Leve Only 20 Per Month Level 2 You do not currently have any subscriptions in place You can sign up for a new han Membership 3 0 Documentation Page 16 Of 61 Form Type Subscriptions Your Subscriptions Your current subscriptions are listed here You can renew cancel or updgrade your subscriptions by using the forms below Level 2 Your membership is set to automatically renew Upgrade from Level 2 Move to Level 1 This is the subscription text with details about the plan We could even include an image There are two options here Original Membership Form With this option when a user clicks the signup button they will be sent to another page to complete the process Popup Registration Form This will give your users a nice in page pop up like this Protected content page Fa post page content is not available to a user this is the page that they user will be directed to This page will only be displayed ifthe user has tried to access the post page content directly or v a a fink Protected c
36. elps keep the admin area nice and tidy Payments Currency In order for recurring payments to log properly you must enable your global instant notifications url pointing to http cowpat netpaymentreturnfwocheckout The first option 1s the currency we wish to accept Extras TY Extra Options Payments currency This is the currency that will be used across all gateways Note Some gateways have a limited number of currencies available Payment currencys GBP Pound Sterling I personally selected GBP because I hail from Great Britain and we have the Pound Edit URL Groups Ada new Some help content Bulk Actions 2 Apply Group Name First Group Group Name Bulk Actions s Apply hence GBP Select which ever is relevant to you Membership Renewal When using single payment gateways you can specify how far in advance a member can renew Membership 3 0 Documentation Page 33 Of 61 Membership renewal if you are using single payment gateways then you should set the number of days before expiry that the renewal form is displayed on the Account page Renewal period limit 365 day s You can set between and 365 days I have set mine to 365 so my members could renew at any point throughout the year Membership Upgrades You can set the minimum time allowed between upgrades for your users Membership upgrades You should limit the amount of time allowed between membership upgrades
37. ember activity when they upload download leave a level etc News smashedit has joined level Level 2 on subscription Level 2 smashedit has left level Level 2 on subscription Level 2 smashedit has left level Level 1 on subscription Level 1 smashedit has joined level Level 2 on subscription Level 2 smashedit has left level Level 2 on subscription Level 2 smashedit has joined level Level 2 on subscription Level 2 smashedit has joined level Level 1 on subscription Level 1 smashedit has left level Level 2 on subscription Level 2 smashedit has joined level Level 2 on subscription Level 2 smashedit has left level Level 2 on subscription Level 2 smashedit has joined level Level 2 on subscription Level 2 smashedit has left level Level 1 on subscription Level 1 smashedit has joined level Level 1 on subscription Level 1 smashedit has left level Level 2 on subscription Level 2 smashedit has left level Level 2 smashedit has joined level Level 2 on subscription Level 2 smashedit has joined level Level 2 Membership 3 0 Documentation Page 10 Of 61 Statistics In your Statistics widget you will be able to see all the date on your signups level and new subscriptions All presented with pretty graphics of course Membership Options The Settings Before we get to full on with levels subscription and other features lets just pop over to the option section and get our plugin setup ER Membership Membership All Members Statistics 2
38. er be able to see content That anything on your site at all If you are logged in as Admin you get to see all the content including shortcodes Membership 3 0 Documentation Page 57 Of 61 2 Edit Communication Aca wew You can set up an automated message that reminds your site users when their membership is about to expire Write your message here and choose when it will be sent out anywhere between 1 and 365 days before a membership expires Bulk Actions 4 Apply View all Messages 4 Filter T O Message Subject Active Pre expiry period No communication messages have been set up O Message Subject Active Pre expiry period Bulk Actions Apply T Its important you keep that in mind When using the Stranger level you will need to set some restrictive rules to prevent them seeing content which you wish only for the eyes of users on other levels Well Except for the register page This could be handy in a multisite install where your main site is the one with all the sales blurb and then all the subscription stuff is on a sub site Types of Rules The admin interface is drag and drop and so if you wanted to add a rule for something from Add Message Add message Message to be sent 0 4 year s after a subscription is paid T Message Subject Message You can use the following constants within the message body to embed database information blogname Soblogurl username eusermicenamet enetworkna
39. gateway for Authorize net settings View transactions Deactivate So on the page here is how it looks to the end user when not protected Membership 3 0 Documentation Page 28 Of 61 Page with protected content This is not protected content But this is protected content lt That is the button for the More tag whilst using the editor in visual mode Click it and it will be added like magic Email Customer on Success Yes 4 Customer Receipt Email Header Thanks for your payment Customer Receipt Email Footer Security MD5 Hash Request a delimited response from the payment gateway Yes 4 And this is how it looks when the more tag is protected Page with protected content This is not protected content Hey signup for a cool subscription today and stop missing out on the most amazing plugin in the world Freakin awesome eh So lets click on the Save Changes button because we are done here Downloads Media With the Membership plugin we also have this fantastic feature to protect our media we can even mask that url to prevent direct access This is great for downloads like PDF magazines MP3 files Avi files code perhaps your own plugins and themes well anything you want to protect which is downloadable Downloads Media YY Download Media Options Downloads Media protection Downloads and media files can be protected by remapping their perceived location Note if a user determines a files actual
40. h Authorize net and no live transactions will ever be processed Live Once you are ready for the big bad world you can go live and start raking in the cash Login ID To obtain your API Login ID Log into the Merchant Interface at https secure authorize net Select Settings under Account in the main menu on the left Click API Login ID and Transaction Key in the Security Settings section If you have not already obtained an API Login ID and Transaction Key for your account you will need to enter the secret answer to the secret question you configured at account activation 9 Click Submit RON Membership 3 0 Documentation Page 39 Of 61 The API Login ID for your account is displayed on the API Login ID and Transaction Key page Transaction Key Like the API Login ID the Transaction Key is a sensitive piece of account information that should only be shared on a need to know basis To obtain a Transaction Key 1 Log on to the Merchant Interface at https secure authorize net Select Settings under Account in the main menu on the left 3 Click API Login ID and Transaction Key in the Security Settings section amp Edit Level 3 Level 3 Main rules Level titie Gidin theJoption vou theg Level 3 Ea Here Ellecom ents Level shortcode level level 3 More tag Negative Rules Advanced both Categories These are the areas elements that a member of this level can ace Pages Posts Menu a i inched URL Groups
41. he shortcode and do whatever with everything between So with the Membership plugin that would be hide the content unless a given user has the right access Membership renewal if you are using single payment gateways then you should set the number of days before expiry that the renewal form is displayed on the Account page Renewal period limit 365 day s Your created Access Levels will show here their shotcodes Protected Content Message If a user does not have the right access then we can display a message for them This could be a cool graphic or set of graphics Some sales blurb or anything we like its Membership upgrades You should limit the amount of time allowed between membership upgrades in order to prevent members abusing the upgrade process Upgrades period limit 1 a day s your choice Its a great way to up sell on your website and get new subscribers You see you could make downloads on the page protected You could use 1t to hide coupons for your MarketPress shop different levels get different discounts Or anything else you like Admin Only Shortcodes Lets imagine you have a plugin which uses a shortcode to display some kind of content however whilst creating your levels you can t see that shortcode Well add 1t here and Membership wizard if you accidentally dismissed the membership wizard and would like to show it again then check the box below show membership wizard Membership 3 0 Documentation Page 2
42. hem a Membership admin as well Admin Users All Users O PayPal Express Gateway Active O PayPal Single Payments Gateway Active settings View transactions Deactivate Select the user you wish to edit O smashedit e Editl Remove O fog tim Timothy Bowers Username Name Bulk Actions Apply Then down the bottom of the page whilst editing a user you will find the option to add them as an administrator Role Subscriber Administrator Editor Author Contributor Last Name Forum Moderator Farum Participant Mickname required Directory Member Classifieds Member Wisitor Directory Member Paid e Directory Member Not Paid sontact Info Mo role for this site First Name Display name publicly as And then in your Membership Admins tab on the options page you will have your new admin You can check and uncheck his level and Save Changes to add or remove the Membership 3 0 Documentation Page 32 Of 61 Membership admin access Ti Membership Admin Users Membership Admin Users You can add or remove the ability for specific admin user accounts to manage the Membership plugin by checking or unchecking the boxes next to the relevant username O User Login wi smashedit tim You can not remove your own permissions to manage the membership system whilst logged in MM 2Checkout payment plugin Active Settings View transactions Deactivate Extras All the extra settings hide in here h
43. his is protected content lt That is the button for the More tag whilst using the editor in visual mode Click it and it will be added like magic accountform Subscription Page Subscriptions page This is the page a user will be redirected to when they want to view their subscription details and upgrade renew them it can be left blank to use the standard Membership interface otherwise it can contain any content you want but should contain the renewform shortcode in some location Subscriptions page Subscriptions Create page view page edit page This is where your users will be able to see their current subscription renew and upgrade If you wanted to create your own page with custom content you can use the following shortcode renewform Downloads Media Y Download Media Options Downloads Media protection Downloads and media files can be protected by remapping their perceived location Note If a user determines a files actual location on your server there is very little we can do to prevent its download so please be careful about giving out UALs Masked download URL http cownpatorg cowpat net sdasfasfasgs Protected groups Save Changes Membership 3 0 Documentation Page 21 Of 61 Subscriptions Your Subscriptions You do not currently have any subscriptions in place You can sign up for a new subscription by selecting one below Level 1 This is the subscription text with de
44. how 1t works for Positive or Negative rules Membership 3 0 Documentation Page 59 Of 61 Main Rules Comments Positive User gets read and make comments of posts Negative User can not read or comment on posts More Tag Positive User can read full post content beyond the More tag Negative User 1s unable to read full post content beyond the More tag Categories Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Categories Remove Select the Categories to be covered by this rule by checking the box next to the relevant categories name Category name Uncategorized Category name Cancel Positive Users can see selected categories Categories not selected will not be available to the level Negative Users can not see the selected categories Categories not selected will be available to this level Pages Posts Membership 3 0 Documentation Page 60 Of 61 Negative Rules Advanced both These are the areas elements that a member of this level can access Pages Remove Select the Pages to be covered by this rule by checking the box next to the relevant pages title Page title Protected Content Subscriptions Account Welcome subscription shortcode Register Page title Only the most recent 50 pages are shown above Positive Users can see selected pages Pages not selected will not be available to the level
45. llows you to select between 1 and 99 levels to create in this Wizard If you select 50 then there will be 50 fields which you can name on this screen Levels entered here will be made active by default in addition to creating subscriptions of the same name Or different if you wish You can then also decide if there should be a level which non members can see Checking this option will create that level Its a good idea to use this feature if some of your site should be open and visible to everyone but you want to restrict your premium goodies And finally you then need to choose which gateway you want to use Currently we have Authorize net Free Subscription Paypal Express Paypal Single Payment 2Checkout 2CO Choosing one will activate the gateway ready we will cover gateways more later Want more gateways Then request them in the forums the more users support a gateway the more likely it will be developed Membership 3 0 Documentation Page 7 Of 61 Once done just click the Finish button You will still want to edit everything you just created in order to have your own pricing periods they are active for and what content can be accessed in addition to the gateway settings We will cover those further on If you haven t fallen asleep reading this manual thing ha Dripped Content Some might ask what is drip content well Basically you could create multiple levels for one subscription Each level could be a
46. loads Medid tata 20 Members tmp 008 11 Si 22 EA ea A E E E E A I T 24 Payments CUT CCW nai iia 24 Members mp Renal AA 24 Membership UU porad Sart 24 IMIS EESIID WIZ A A 24 So A 25 Advanced SoN A A A AAA A 25 Bayment GON I n Usd 26 AMINO NE oaeen a A A A A A O EN 21 io A A is 29 Paypa Express Sing le Pamela 30 PAG e lt 6 Ue Os 31 A 32 A PR eee en T E a PORE eee DEE ae ee ee een ae ee ee ee een eee ree 33 ACCESS LOVE Sa dd ias 36 O 37 in 0 A A 39 AAA SSA a ae ern EP eg rN ay eet eR egy rt ey eet eee Onin 40 COMME Sea aa as 40 More TA a ia 40 O 4 A ce tmted O E sania tauabesadeust anisms anita 42 Menta aa 42 MI O A an atis inet agen 43 MM SE a ac 43 Membership 3 0 Documentation Page 3 Of 61 A rn Trey 43 SHOPICOCES aida ds 44 Markets 45 Buday Press RUGS ia 46 Buday Pross AOS ecg chisel te tere enact th ders sul REA bdr anata 46 Private Nessa Cie ta 46 O 46 E ree rer err eo ere cae ree er ee ere ee eae 47 Gi 0 81 oc eat REN eee a ne Oe nen ener eee a ne 48 AMAS ChAT OT RUIS isis dias 48 Bloe Credo a peer merreee ove o aida 48 Mamas magna suey allan AET AEE 49 A 49 Dashboard A eS 50 PPT E AE dale ce eee 50 USC He PO UON VAIN S spat cetiscs ated atc hase aca iat hd de cc uat A dnc osetia ons 51 Makin AUDI A e a de 53 COMIMUM CAT ONG ri titi S6 Common TAO 60 Wher are My SUDSChIp MONS diri iis 60 Its not working I see the content and shortcodes oooooooooocooaaaooccccnccnononononnnnnnnonononananons 60 My
47. me before ending Period Indefinite user remains at this level for ever Serial user remains at this level for a set period of time and is then renewed at the same level 20 00 GBP Note depending on the payment gateway used changing the price will not alter subscriptions charged to existing members We covered this earlier it will send custom pings to internal or remote services like Mail Chimp for example Associated Role Subscription Pings if you want any pings to be sent when a member joins and or leaves this subscription then set them below Joining Ping None Leaving Ping None Cancel Update Here you can set a custom role for the user to be assigned to perhaps they could become a contributor for your site or you might have some custom roles with special access to certain options Just be sure you don t let them sign up for full administrator control unless of course you want them too In Advanced mode just keep in mind you don t have to use both Positive and Negative even though both options are available just thought I would throw that out there The most commonly asked questions are usually confusion around how rules really work and why content can or not be seen Lets break this down a little each Level is independent from the other So positive or negatives set in one level will not affect the other If you did not set a stranger level then by default anyone not on a level will nev
48. mets enetworkurl esubscriptionnamess slevelnamess saccounturl9s Add message the Main Rules then drag it on over Same for Content Rules and all the others Membership 3 0 Documentation Page 58 Of 61 2 Edit Level 3 pd Level 3 Level title Click and hold ESE Level 3 BROS B Drop A Level shortcode level level 3 SS Main rules TIY ElGSlcom ents More tag Negative Rules Advanced both Categorles These are the areas elements that a member of this level can a Pages Posts Menu Si ia URL Groups We won t use screenshots on them all independently because some of them have no settings O Message Subject Active Pre expiry period O Test Message Inactive 6 Day s Edit Activate Delete O Message Subject Active Pre expiry period As an example here are the comments when added fat A amp Edit Level 3 Level 3 Main rules Level title Level 3 More tag Level shortcode level level 3 Positive Rules Negative Rules Advanced both Allows content placed after the More tag to be protected Add to Positive rules These are the areas elements that a member of this level can access Categorles DROP HERE Pages Posts Comments Remove Menu Positive User gets read and make comments of posts Negative User can not read or commenton posts URL Groups Cancel Update Content rules You will see that all there is in the comments area once added is just a note telling you
49. motional text promoting why people should upgrade to a snazzy subscription from your website Even link them to your signup page Thats is it for the Membership Pages tab just be sure to click on the Save Changes button and your done otection lownloads Medi Membership Admins Membership Admin Users Membership Admin Users You can add or remove the ability for specific admin user accounts to manage the Membership plugin by checking or unchecking the boxes next to the relevant username O User Login tim You can not remove your own permissions to manage the membership system whilst logged in O User Login Save Changes Membership 3 0 Documentation Page 23 Of 61 Content Protection If you are looking for other ways to protect your content and not just by post or page then this is the place to be You can protect any content with shortcodes add custom shortcodes All Users Add New Your Profile for plugins which do not appear within the levels creation page and any content after the WordPress More tag smashedit a ho d O fog tim Timothy Bowers O Username Name Edit Remove Bulk Actions Apply Shortcode Protected Content I used the Wizard to create my levels so here you will see that Role Subscriber Administrator First Name een Author Contributer Last Name Forum Moderator Farum Participant Directory Member Nickname required Classifieds Member 7 Wisitar Display name publicly a
50. n include an introduction on the page for more advanced content around the registration form then you should include the subscriptionform shoricode in some location on that page Alternatively leave the page blank for the standard Membership subscription forms Registration page Register a WEC view page edit page There are two forms of registration form available select the one you would like fo use on your site below Form type Original membership form stranger level as described previously in the Stranger Settings But if you wanted to limit the time access then a free subscription is something to consider as well You can also choose to allow incomplete signups so if your user registers but does not complete the signup process they would still be assigned an account to sign in with If not they would be shown inactive Membership Pages First and foremost keep if you use the Create Page button here you can then go and add content to that page from the Page Admin area If you edited the page for the subscription form the form would appear below your content You can find the created pages here Membership 3 0 Documentation Page 12 Of 61 Admin Pages wp admin edit php post_type page subscription shortcode select a Subscription We have the following subscriptions available for our site To join simply click on the Sign Up button and then complete the registration details Level 1 This is the subs
51. ncsub Visit plugin site This plugin can also be Network Activated Admin Network Admin Plugins wp admin network plugins php Membership 3 0 Documentation Page 5 Of 61 Network Admin Cowpat Network Plugins 1 Network Admin Dashboard F x l aa Installed Plugins o E Add New E Cow Users Edi Cowpat org itor Visit Network t A test And click on Network Activate _ Membership Premium The most powerful easy to use and flexible membership plugin for WordPress Multisite and BuddyPress sites available Offer downloads posts pages forums and more to paid members Network Activate Edit Delete Version 3 0 By Barry Incsub Visit plugin site There are no additional Network Admin settings for this plugin Yet This will simply activate it on every website However there are some constants documented later which can be used to run the membership plugin to take network control 1 e not on a site by site basis See Constants under the index table It s uploaded it s activated and so now lets get it setup Navigate over to the Membership plugin admin area Admin Membership wp admin admin php page membership Membership All Members Access Levels Subscription Plans Communications UAL Groups Remote Pings Payment Gateways Options Throughout the plugin you will see little images with an i in them click on them for more information about the options T Dashboard Welcome to th
52. ontent page E Protected Content Create page view page edit page save Changes Membership 3 0 Documentation Page 17 Of 61 Sign up for Level 1 Please check the details of your subscription below and click on the relevant button to complete the subscription Level 1 Only 20 Per Month Content Protection Y Content Protection Options Shortcode protected content You can protect parts of a post or pages content by enclosing it in WordPress shortcodes Each level you create has its own shortcode The shortcodes that are available to use are shown below Regi Available Shortcodes membership_only level visitors level level 3 Enter level level 2 level level 1 U Protected content message Upload Insert Wal B I e S Yr Go ga This content is for Members You can signup to if you wish El P N Path p Level 2 sign Up Registration Completed Page Really as it states this is the page your users will see once they signup successfully and make any payments due Create the page here and you can go edit 1t to put anything you wish on there Membership 3 0 Documentation Page 18 Of 61 Registration completed page When a user has signed up for membership and completed any paymenis required they will be redirected to this page You should include a welcome message on this page and some details on what to do next Registration completed page Welcome C
53. p admin edit php Regular Expression If any of the urls have regular expressions in them you must enable this option If we enable Regular Expressions then as an example we could protect all posts in a Membership 3 0 Documentation Page 47 Of 61 Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Blogs Remove Select the blogs to be covered by this rule by checking the box next to the relevant blogs name Blog title ae Cowpat org 2012 03 07 Blah Blah 2012 02 26 Yawns 2012 02 22 Twit Twit Twu 2012 02 22 CowPat 2012 0211 1 Another Test Site 2012 02 10 category whilst will enabling access to the category archive page In the Page URLs we would enter http domain com category The is a Regular Expression this will allow you access to the category but then protect all the contents single pages posts custom post type This could be great for online magazine where you want your readers to see the archive page but restrict the goodness within to those paying subscribers Here 1s a cool Regular Expression Cheat Sheet http www cheatography com davechild cheat sheets regular expressions Negative Rules Advanced both These are he areas elements thata member of this level can access Group Creation Remove Positive User can create 10 groups Leave blanks for unlimited groups Negative User is unable to create any groups Cancel Melo Pings
54. reate page view page edit page If you want custom messages per subscription level then you can use multiple Membership Shortcodes on that page then members will see content relevant to their level Account Page Admin only shortcodes Sometimes plugins create custom shortcodes but only register them in the public part of your site This means that the Membership plugin admin interface will not be able to show them in the Shortcode rule if you find that a shortcode you want to protect is missing from the shortcode rule then you can add it here Admin Only Shortcodes E The Account Page is where you users can go and edit their account details Account page This is the page a user will be redirected to when they want to view their account or make a payment on their account ican be left blank to use the standard Membership interface otherwise it can contain any content you want but should contain the faccountform shoricode in some location Account page Account a MEA view page edit page This is how 1t will look from the front end Account nei ACCOUNT edit If your users click edit t A eat he following form USERNAME Usernames cannot be changed FIRST NAME Timothy LAST NAME Bowers NICKNAME Timmy DISPLAY NAME PUBLICLY tim as EMAIL timothy sjbowers net WEBSITE cowpat net NEW PASSWORD Update Account Membership 3 0 Documentation Page 19 Of 61 More tag default Content placed after the More tag in a post
55. ries Tags Membership 3 0 Documentation Page 50 Of 61 Ping Name You can call it anything you like I prefer it to be meaningful I ll call this Automatic MailChimp Signup Ping URL This is the Ping URL following the 1 3 API details set out in the link I provided to the MailChimp API docs Negative Rules Advanced both These are the areas elements that a member of this level can access Dashboard Widgets Remove Select the Dashboard widgets to be covered by this rule by checking the box next to the relevant pages title o Dashboard Widget Right Now Recent Comments Configure Incoming Links Configure Store Statistics Affiliate Report QuickPress Recent Drafts WordPress Blog Configure Other WordPress News Configure Dashboard Widget Cancel http lt dc gt api mailchimp com 1 3 Where lt dc gt should be replaced with the portion after the dash in your API Key e g usl us2 uk1 etc A solid example say your API Key is myapikey us2 You are in us2 so your API Endpoint would be http us2 api mailchimp com l 3 We will then add a so this field should have http us2 api mailchimp com 1 3 And everything then after the will be our query string we will pop the query string into the next box Ping Date This is where the query string will go Its one item per row so be sure not to stick it all on one line Lets enter the following method listSubscribe apikey X XX X X us4
56. s EB Membership Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options Extras EY Extra Options Click on the Extras Tab Membership wizard if you accidentally dismissed the membership wizard and would like to show it again then check the box below Show membership wizard cal You can then choose to Show Membership Wizard again just click on the save changes button and visit the membership dashboard it will be there waiting for you More On The Dashboard In the Membership Dashboard you can choose to disable the protection offered by Membership If you do then in the WP Admin bar you will see Cowpat org Q 19 y New Membership elcome to Membership You can enable and disable here Membership dashboard Members Membership protection is enabled Disable it Member counts User counts Total Users 6 Deactivated Users 2 Membership 3 0 Documentation Page 9 Of 61 You can also see the Total Users and Deactivated users from here Deactivated Users are those with no active subscription If the Membership protection 1s not enabled then you will see a red note in your admin area of WordPress ES Membership dashboard The Membership plugin is not enabled To ensure your content is protected you should enable it We just wanted to make sure you knew your content is open to all News The news widget will let you know about m
57. s Directory Member Paid 2 Directory Member Not Paid sontact Info No role for this site Content Protection Content Protection Options A Shortcode protected content You can protect parts of a post or pages content by enclosing it in WordPress shortcodes Each level you create has it s own shortcode The shortcodes that are available to use are shown below Available Shortcodes O membership_only j level visitors YT Membe level level 3 level level 2 s 4 level level 1 Membership Ac Protected content message op gt Upload insert Uy Visual T You can add or ri l wes next to the 2p sx ke ec l Vie relevant usema ESS E gt 77E z This content is for Members O User Logir You can signup to if you wish wi smashedit tim You can not O User Logir Path p Membership 3 0 Documentation Page 24 Of 61 Available Shortcodes level visitors level level 2 level level 1 So now when making posts you can use those shortcodes just don t forget to close Extras En yo IT Extra Options Payments currency This is the currency that will be used across all gateways Note Some gateways have a limited number of currencies available Payment currencys GBP Pound Sterling 7 them as well Here is how its done level level 2 Protect my content for level 2 Jevel level 2 Note the last level level 2 it has a backslash in there 7 thats telling WordPress its the end of t
58. t transactions Pending transactions Future transactions No transactions data for the Free gateway And now under the Protected Content Group we can see those groups we just set up You might be asking how this works and that will become clear when you create edit your levels later in this tutorial See Content Rules Downloads in the level editor Keep in mind though you must never give out direct links to your media downloads I refer to the physical folder path 1 e wp content uploads Anyone with the direct url can bypass our download protection You must only use Masked Download URL if you wish to ensure your content remains protected from the prying eyes of non subscribers Membership Admins Got some staff and need to give control you can do that from this tab There is however a prerequisite and that is only current administrators of your site will show here Membership 3 0 Documentation Page 31 Of 61 wnloads Membership Admins Membership Admin Users Membership Admin Users You can add or remove the ability for specific admin user accounts to manage the Membership plugin by checking or unchecking the boxes next to the relevant username O User Login tim You can not remove your own permissions to manage the membership system whilst logged in O User Login save Changes You can use the WordPress Users editor to give your staff admin control Once they are an administrator you can then make t
59. tails about the plan We could even include an image Only 20 Per Month Sign Up Level 2 Subscriptions Your Subscriptions Your current subscriptions are listed here You can renew cancel or updgrade your subscriptions by using the forms below Downloads Media Downloads and media Note fa user determin careful about giving out URLs Level 2 Masked download URL Bhs Your membership is set to automatically renew Protected groups E Upgrade from Level 2 Move to Level 1 This is the subscription text with details about the plan We could even include an image Membership 3 0 Documentation Page 22 Of 61 Protected Content Page Library Add New When you protect a post or page this is the content a user will be directed to if they do not G File Author l Erin Millle Bowers Sleeping tim JPG Edit Delete Permanently View Darsan Chet 961 9 02 20 at NA 44 4 tim have a subscription with access That will prevent the user without a subscription accessing the content direct Protected content page fa post page content is not available to a user this is the page that they user will be directed to This page will only be displayed if the user has tried to access the post page content directly or v a a link Protected content page Protected Content a Beer view page edit page Save Changes You can edit this page direct make a huge splash there with some flashy graphics or pro
60. tinue to use the more tag as designed by WordPress Oh and that more tag looks like this lt More gt Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options In HTML mode of your post page editor you will see a button titled more just click that to add the tag Membership 3 0 Documentation Page 27 Of 61 Upload Insert Visual HTML b f link b quote det ins img ul ol li code more lookup close tags fullscreen KZ Edit Gateways you intend to charge a membership fee for higher levels of access to your site this is where you need to set up your payment gateway Bulk Actions Apply O Gateway Name Active O Authorize net gateway Active The Payment gateway for Authorize net O Free subscriptions gateway Active O PayPal Express Gateway Active O PayPal Single Payments Gateway Inactive Activate O 2Checkout payment plugin Inactive O Gateway Name Active Bulk Actions Apply And in the visual editor its a graphical button as you see in the next screenshot Upload insert Visual HTML R J amc 2 6c M 10 i E E This is not protected content But this is protected content lt That is the button for the More tag whilst using the editor in visual mode Click it and it will be added like magic Path p Word count 35 n Authorize net gateway 2012 at 433 am The Payment
61. ts are of this tutorial for what code to use Menu Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Menu Remove Select the Menu items to be covered by this rule by checking the box next to the relevant menu labels Menu Item title MENU test menu Protected Content Subscriptions Account Welcome subscription shortcode Register 3 Menu Item title Cancel Update Positive Users can see selected menu items Menu items not selected will not be available to the level Negative Users can not see the selected menu items Menu items not selected will be available to this level URL Groups Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access URL Groups Remove Select the URL Groups to be covered by this rule by checking the box next to the relevant URL Group name O URLGroup O First Group O URLGroup Cancel Update
62. users will click to cancel You could use a custom one if you wish or leave it with the default entered upon activation You can view all the transactions on both these gateways by hovering over the gateway and clicking View Transactions Membership 3 0 Documentation Page 44 Of 61 Positive Rules Negative Rules Advanced both PayPal Express Gateway Active These are the areas elements that a member of this level can access PayPal Single Payments Ge Active settings View transactions Downloads Remove Select the Downloads Media to be covered by this rule by checking the box next to the relevant group name Download Group name Premium Downloads Super Duper Extra Premium Downloads Download Group name 2Checkout 2CO 2Checkout Username Your 2CO username 2Checkout Password You 2CO password 2Checkout Seller ID You 2CO Seller ID 2Checkout Secret Word To set up the secret word please log in to your 2CO account click on the Account tab then click on Site Management subcategory On the Site Management page you will enter the Secret Word in the field provided under Direct Return After you have entered your Secret Word click the blue Save Changes button at the bottom of the page 2Checkout Currency This option can only be changed from the options page under the extras tab Admin Membership Options Extras 2Checkout Mode You can set this into live mode to pro
63. ut In order for recurring payments to log properly you must enable your global instant notifications url pointing to httpcowpat netpaymentreturnftwocheckout On your install that will of course be your url so you will need to log into 2CO and then enable your Global Instant notification url with the link provided to Membership 3 0 Documentation Page 46 Of 61 your site URL Groups URL Groups can be a rather advanced features You can use this to protect groups of URLS including those using regular expressions Admin Membership URL Groups S Edite AN eee Negative Rules Advanced both Some help cor Bulk Actions These are the areas elements that a member of this level can access Group First G Group BuddyPress Pages Remove Bulk Actions Select the BuddyPress Pages to be covered by this rule by checking the box next to the relevant pages title Page title Activity Streams Site Tracking Discussion Forums User Groups Members Page title And then click on the Add New button Group Name Add something relevant to this group of links So if you were protecting contents of a category perhaps its would be Protect CAT NAME Page URLs Each line must contain only one link So once you enter one then enter the next one on a new line Strip Query Strings If any of the links have queries in them this will strip the query for example wp admin edit php post_type page Would become w

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