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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 Membership 3 0 Documentation Page 28 Of 67 Simple Invite Codes You can even restrict access to your sites by requiring those signing up to have an Invite Code Simple Invite Codes Lise the section below to enable and require invitation codes on the registration panel Require Invite Codes Invite Codes Pisce pach availabe code on a new ime Remove Code once used Three options there real simple of course 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 not
2. Akismet 255 Anti Splog 1 1 1 y AutoBlog 3 6 2 Automessage 2 1 1 AVH First Defense Against Spam WPMU DEV Version 2 0 1 bbPress 2 0 2 Positive Users can install plugins when selected Negative Users can not install plugins when selected Membership 3 0 Documentation Page 56 Of 67 Subscription Plans Now we have our Access Levels Pings and all the other options ready We no just need to make some subscriptions to add those Access Levels to this is where sort the finances out So lets do that now Admin Membership Subscriptions wp admin admin php page membershipsubs Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options In my setup I currently have two Subscriptions You are logged in as a Membership Admin user you will therefore see all protected content on this site Help Subscription Plans Ada new Some help content search Subscriptions Bulk Actions 4 Apply View all subscriptions Order by subscription ID Filter _ Subscription Name Active Public Users Level 2 Active Public 1 Level 1 Active Public 0 _ Subscription Name Active Public Users Bulk Actions Apply You can see here that there is a button to Add New subscriptions which Erm Adds a new subscription You can see which plans are active public or private and how many users are on those plans You don t need a f
3. id XXXXX email address YouseremailYo 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 Membership 3 0 Documentation Page 39 Of 67 API Key We then enter the API Key so replace XX XX X us4 with your own key ID This is your list ID and can be found within the MailChimp dashboard 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 are getting on the mailing list as well Or set it to true forcing them to confirm they opt in for your mail shots 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 Membership 3 0 Documentation Page 40 Of 67 Access Levels This controls the levels of access to yo
4. 26blogname 6 blogurl username usernicename useremail userid networkname networkurl subscriptionname leveiname timestamp One entry per line e g key value Ping method GET Add ping detalls Membership 3 0 Documentation Page 38 Of 67 Looks simple right 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 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 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 us 2 api mailchimp com 1 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 XXX X us4
5. LO asi ai ai ai ia aa i a ra a i i eas 18 Snoncode Protected COM ac 18 OA AA A A a eae ptt 19 More Tae De a dd walt gels 19 BuddyPress Protected Content MessSage ooocccccccccncnnnnnnnnnnnnnnnnnnnnononnnnnnnnnnnnnnnnnnnnnnnnnnos 21 Downloads Mei AS 22 Memper LAOS A a A TATT EEA 25 Ea a E S diana a a ai a i eR ne T i EAN a E A E ka a eee E Meer S O 26 Payments C Urre NeT AA 27 Membership RES Wall rra 27 Membersinip AAA i i a i a si aa 27 MembDership Mi A ta 27 Simple its COS ka aaa io kia a aa a a i ai i a a i aa a a i 28 Advanced Me ULO Es ai a Aaa a ai a Aaa i a a a Aaaa a i a 28 Payments Way Staccato is ii aa as a a en a a 30 AOZ A A a e i ae 31 FECES UO SCO OM aisiais aaa cages i aaa ias Gut a aa ais a a a a ais a a aa 33 Paypal Express amp Simne le Payme Lara a i a o r a a eee 33 PAG Lee MS ais siai ia i i ia ai a a a a i a a a 34 DB COM S aaa aaa ai ai a a a a a 36 PIANOS eso asai da ae ii dv a a a a a a i i i i a a a i a 37 ACCESS ILE NE LS akis Aaaa sia i ia a A a a a i a a a 4 PRTG ss oo a a a a A a a a A a a a S 42 PESO CG A A as 43 A O ee a 44 COMMEN a ai aa i a aves es init Sect i i a i o i a S 44 Moro AC asa rai ii i a D i aa i i O i a i i O ne re er ete Te Fee eter ree 44 PAS CS ai adis i ii Lai a ai a a i i a a a a a i a 45 ROS LS ristis iseiti iii i i a i a I a a ai a a 46 ILS GN tat sa a aa a i a i a a A o 46 Membership 3 0 Documentation Page 3 Of 67 COTS RCS sin io ii ict aes i T a a a nalt 47 PDO WT
6. Menu Positive User gets read and make comments of posts Negative User can not read or comment on 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 how it works for Positive or Negative rules 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 Membership 3 0 Documentation Page 45 Of 67 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 C 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 Positive Rules 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 Accou
7. Now a new short code is shown you can use this shortcode to hide content which is 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 coupon code some text a many paragraphs of text or anything else you want level Membership 3 0 Documentation Page 42 Of 67 level 3 Rules There are 2 main types of rules with three options over all You can select Positive or Negative rules which 1s 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 will not access anything in the negative list thus assuming anything not added is available to them not dropped in or not selected Advanced This will
8. Page 24 Of 67 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 Erin Millie Bowers Sleeping Alternate Text Alt text for the image e g The Mona Lisa Caption Description Link URL http cownpatorg cowpat net files 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 Size Thumbnail 150 x 150 Medium 300 x 225 Large Full Size 960 x 720 Protected content Y None group WHE 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 it currently says none because I didn t set any up So lets set up two now 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 URLS Masked download URL http cownpatorg cowpat net sdastasfasgs Protected groups E My Level One Prot
9. 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 In the Membership Pages you will be able define which pages will be used for what You are logged in as a Membership Admin user you will therefore see all protected content on this site Membership Pages I 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 subscriptionform shoricode in some location on that page Alternatively leave the page blank for the standard Membership subscription forms Registration page Register 4 Create page view page edit page There are two forms of registration form available select the one you would like fo use on your site below Formtype Original membership form 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 on the button Create Page button Clicking this multiple times will create multiple pages If you want to add the subscription signup form to other pages you can use the following shortcode Membership 3 0 Documentation Page 13 Of 67 subscriptionform You can also use t
10. 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 Membership 3 0 Documentation Page 12 Of 67 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 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 Admin Pages wp admin edit php post_type page
11. allow you to set both Positive and Negative rules There is a huge advantage to the advanced mode which 1s as follows Level Pings you want any pings fo be sent when a member joins and or leaves this level fhen set them below Joining Ping None Leaving Ping None Associated Role you want a specific WP role lo be assigned lo users on this level select it below Associated Role No associated role Cancel Update Level Pings We covered this earlier it will send custom pings to internal or remote services like Mail Chimp for example Associated Role 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 Membership 3 0 Documentation Page 43 Of 67 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 never be able to s
12. 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 Log on to 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 Enter the secret answer to the secret question you configured when you activated your user account 5 Click Submit a E 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 is 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 is successful then set this to yes The body of the email will be generated by th
13. 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 smashedlt 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 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 Statistics new subscription Members MM Members Membership 3 0 Documentation Page 11 Of 67 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 EE Membership Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options 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 2 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 us
14. to manage the membership system whilst logged in O User Login Extras All the extra settings hide in here helps keep the admin area nice and tidy Membership 3 0 Documentation Page 27 Of 67 Payments Currency The first option is the currency we wish to accept Extras Zi l i a TI 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 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 renewal ff 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 in order to prevent members abusing the upgrade process Upgrades period limit 1 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
15. users from taking advantage of the private messaging feature unless of course they are subscribing to the right level Positive User can send messages Negative User is unable to send messages Blogs This rule will remove or allow the mention of specific blogs in your BuddyPress Site Tracking area which is also known as Blogs This will not protect the actual blogs Just thought I d mention that so you don t get confused by its purpose Membership 3 0 Documentation Page 51 Of 67 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 Another Test Site 2012 02 10 Positive Users can view links and activity to sites listed in the BuddyPress Site Tracking Blogs not selected will not be visible on this page to the level Negative Users can not view links and activity to sites listed in the BuddyPress Site Tracking Blogs not selected will be visible to this level Group Creation If you were looking for a way to prevent or restrict group creation thats here You could allow say one group for level 1 membership but then allow level 2 to create say 10 As always its your choice you decide how you want that to work Ne
16. 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 UAL Groups Remote Pings Payment Gateways Options You then have various options Authorize net Free Subscriptions Paypal Express Paypal Single Payments 2Checkout 2CO 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 Gateway Name Active Authorize net gateway Active The Payment gateway for Authorize net O Free subscriptions gateway Active m PayPal Express Gateway Active PayPal Single Payments Gateway Inactive Activate Oy 2Checkout payment plugin Inactive Gateway Name Active Bulk Actions 4 Apply Hover over the gateway you wish to select and then click on the activate In reality you will not activate the Free Subscription Gateway when taking payments 1 e using any of the other options there However you might want to offer a free subscription so you would Membership 3 0 Documentation Page 31 Of 67 create a subscription level with no fee Note Only one gateway should be used at a time Lets go through each one Authorize net Plea
17. 36 Of 67 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 1 Edit URL Groups Ada New r BS Some help content Bulk Actions Apply Group Name First Group Group Name Bulk Actions 2 Apply 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 wp 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 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
18. C AGS enas is ia i i i a a i a I a ios 47 SOLO OOC S E T 48 Ann a a a a a a r a a Muaiaaes 49 B day Press RCS Ask asis ona 50 Baday Press Dil O L a a 50 Private MESSI dE A OS 50 DIO e E T ae ee er te 50 SEOUL SALOS a ia Sedat i ia E a S 51 TOUD POCA EE US E O ai a aa a i a a ee a 51 PCM RUIS isna E 32 BIOS Er AN 52 EIN A o O IN AS 53 SUD MENUS oia 53 IDA ADO A WTA SE Lai r i a IA 54 Pisin ai a ias aa ai i ai a a i op ae 54 SUBS CAPO PAS di ida S6 Making Ac SUDSCEPUOM Platt 37 COMMUNICA ONS as 62 CONA r kis a iai a a ia eee ye een is S 64 Common PAD aa 63 Where are iny UDS CUPOS dd 65 Its not working I see the content and ShortcOdes ccccccceececcceeeeeeeeeeeeaeeseeeeeeeeees 65 My FREE members register but cannot login It says they are not Active 65 Can Membership installation control access to my Multisite Sites oooonncnncnonnno 65 Why are my users no in the user panel but show in the Network users area 66 Membership 3 0 Documentation Page 4 Of 67 Installing Once downloaded you unpack the files and upload them to your plugins folder using your favourite FTP program CJ membership E membership license txt LJ membershipincludes P kal 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 T
19. Expression Cheat Sheet http www cheatography com davechild cheat sheets regular expressions Membership 3 0 Documentation Page 37 Of 67 Pings This really is an advanced feature its not something everyone needs either but the power it 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 its 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 Skip over this section if 1t does not interest you much and you have no need for it Admin Membership Remote Pings wp admin admin php page membershippings EE Membership Membership All Members Access Levels Subscription Plans Communications URL Groups Remote Pings Payment Gateways Options V lt Edit Pings Ada New Some help content Bulk Actions Apply Ping Name No Pings have been set up Ping Name Bulk Actions Apply Lets get started click on the Add New button to create a new Remote Ping Add Ping details Add ping details Ping data You can use the following constants within the message body to embed database information
20. MBERSHIP MAX CHARGE 300 Allow comments to be shown in the negative comments rule define MEMBERSHIP VIEW _ COMMENTS false If admin is not the default admin for the membership plugin you can change that by adding the users username here define MEMBERSHIP MASTER ADMIN admin By default on each site the person who activates the Membership plugin automatically becomes the admin for the plugin The default is yes but you can change that to no define MEMBERSHIP SETACTIVATORAS ADMIN yes define MEMBERSHIP VERSION KEY yes Network Only Setting If you are wanting to install membership network wide whilst offering subscriptions across your network then you may set the Global Tables to true By default it is false If each site is independent and has its own admins owers then leave this as false define MEMBERSHIP GLOBAL TABLES false Network Only Setting When enabling global tables you can also set the main site by ID In most cases this will be the first site within your network which by default 1s 1 define MEMBERSHIP GLOBAL MAINSITE 1 Network Only Setting You can restrict all Addons Super Administrators define MEMBERSHIP ADDONS ONLY SUPERADMIN true Membership 3 0 Documentation Page 65 Of 67 Common FAQ Where are my Subscriptions If they are not there for members to see then chances you you did not make them public or active Or both Its not working I see the c
21. Membership 3 0 Documentation Page 1 Of 67 Membership Premium 3 1 0 Docs 3 1 0 1 EE Membership Membership All Members Access Levels Subscription Plans Payment Gateways Communications URL Groups Remote Pings Options Add ons Subscribe now Tres 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 4 mendertul 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 67 Table of Contents Membership Premian dd a l A A E E E TEA E EE E EEE E E EE E A EE EET 4 Wonderme Wiat PIPIS eiea a 4 DVS DO A 6 Standard Membership Sie Isinas i ii i a i a a a a a eae 6 IDE DD 20400 ito 7 A i ERS 8 More On The DAD E o O 9 NWS aisiais ia iii i i i ia dis 10 PUA LLC S ia 10 Membership Options The Sin ia 11 General PAO a n ia a a i r i a i r a a a k i D a en 11 SEE ANN SOI Saido a a a a a i a i i a i i a a a a a 11 User RESTA i i ia a ju ia ii ji a cs ja a i ji i i i 11 ls rasi a aa iai a aa i i ia Ia a i 12 REO PACE a aaa ii ia a i i i i i i i K i a i a a Las 12 Registration Completed Page ooccccccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 15 ACCOUNT LAD O 15 SUDSOLIDLLOMI Pardo 16 Protected Conten IA to ata aa ei ia i a aa a ia a e a a a ss 17 Content Prote
22. Per Month Level 2 Membership 3 0 Documentation Page 17 Of 67 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 Protected Content Page When you protect a post or page this is the content a user will be directed to if they do not have a subscription with access That will prevent the user without a subscription accessing the content direct Protected content page If a 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 via a link Protected content page Protected Content LT view page edit page save Changes You can edit this page direct make a huge splash there with some flashy graphics or promotional text promoting why people should upgrade to a snazzy subscription from your website Even link them to your signup page Membership 3 0 Documentation Page 18 Of 67 Thats is it for the Membership Pages tab just be sure to click on the Save Changes button and your done Content Protection If you are looking for other ways to protect your content and not just b
23. 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 Positive Users can view MarketPress pages Pages not selected will not be available to the level Negative Users can not view MarketPress pages MarketPress not selected will be available to this level Membership 3 0 Documentation Page 50 Of 67 BuddyPress Rules BuddyPress Pages Looking for a cool way to restrict BuddyPress to certain members only Well this is it just select which pages you want and need Protect your Activity Stream you Forums your members etc Negative Rules Advanced both These are the areas elements that a member of this level can access BuddyPress Pages Remove 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 Cancel Positive Users can view BuddyPress pages Pages not selected will not be available to the level Negative Users can not view BuddyPress pages Pages not selected will be available to this level Private Messaging Yup that is right you can prevent your
24. able to level two Or you might just not want it protecting at all this allows you to continue to use the more tag as designed by WordPress Oh and that more tag looks like this lt More gt In HTML mode of your post page editor you will see a button titled more just click that to add the tag b i link b uote det ins img ul Ol li code more lookup close tags fullscreen And in the visual editor its a graphical button as you see in the next screenshot Membership 3 0 Documentation Page 21 Of 67 Upload Insen 33 Visual i ec 000 B I ase 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 2 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 So on the page here is how it looks to the end user when not protected 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 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 BuddyPress Protected Content Mes
25. anaged via the network admin panel The define you need to set is in membershipincludes functions membershipconfig php along with a few others you can tweak you can also set them in your wp config php file to ensure they stay across updates if defined MEMBERSHIP GLOBAL TABLES define MEMBERSHIP GLOBAL TABLES true if defined MEMBERSHIP GLOBAL MAINSITE define MEMBERSHIP GLOBAL MAINSITE 1 What Few other files They are all in that config file they should be pretty much self explanatory from their names Membership 3 0 Documentation Page 66 Of 67 Does this mean that protecting content will be the same for all sites For example with the use of shortcodes on a subsite s page Only some things will be protect able across the network Shortcodes will work but protecting posts may have unpredictable effects Category protection is based on ID s so if the categories you want to protect have the same ids in all sub sites then that will work etc Why are my users no in the user panel but show in the Network users area Chances are you also have BuddyPress running and your members are signing up through the BuddyPress registration forms this will create them a account with your network Disable your BuddyPress forms and let your users signup through the Membership forms instead they will then get a role within the site on your network they are signing up through Still stuck and need some help Then po
26. anged from the options page under the extras tab 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 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 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 PayPal Express Gateway Active PayPal Single Payments Gateway Active Settings View transactions Deactivate 2Checkout 2CO 2Checkout Username Your 2CO username 2Checkout Password Membership 3 0 Documentation Page 35 Of 67 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 subcatego
27. cription button http orangecountycustomwebsitedesign com wp contentuploads 201 1 04 paypal butt save Changes Hover over the gateway and select settings 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 Free Subscriptions transactions Recent transactions Pending transactions Future transactions No transactions data for the Free gateway Paypal Express amp Single Payment 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 Membership 3 0 Documentation Page 34 Of 67 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 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 ch
28. cted will be available 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 Constants 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 Menu Item title Cancel Update Membership 3 0 Documentation Page 47 Of 67 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 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 j URLGroup First Group O URLGroup Cancel Update If you are using URL Groups as covered earlier in this tutorial then you can also add them to positive or negative rules Positive Users can see selected URL Groups URL Group not selected will not be availabl
29. d then have content only for your members on that level you would then use the not level shortcode to display a message perhaps like so level level 2 This 1s your fabulous content which will only be seen by people whom have a subscription and access to this Level Membership 3 0 Documentation Page 41 Of 67 level level 2 not level level 2 Hey we see you don t yet have a subscription with us signup today and take advantage of our super powered huge brains not level level 2 You could even link to your subscription page so they can upgrade I created those levels earlier with our Wizard in the membership dashboard So for this tutorial I ll do this as if we are creating Level 3 EP 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 he areas elements thata member of this level can access Cancel EN The first option is of course the Level Title so here I entered Level 3 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 1t looks like amp Edit Level 3 Level 3 Level title Level 3 Level shortcode level level 3 Negative Rules Advanced both These are the areas elements that a member of this level can access Cancel Update You see the difference If not look again Now Level Shortcode
30. e Membership plugin 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 MDS 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 Membership 3 0 Documentation Page 33 Of 67 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 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 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 4 Edit Free Subscriptions settings Subs
31. e the subscription expires This could be a Its been great having you around we really love you type email or you could extend another offer to them some promo stuff or again Anything else you like Click on the Add New button to create a new message for your members Add Message Add message Message to be sent 0 4 year s after a subscription is paid r Message Subject Message You can use the following constants within the message body to embed database information blogname bloguri ousername cusernicename senetworknamet enetworkurlt esubscriptionnamess slevelname s eaccountur 6 Membership 3 0 Documentation Page 63 Of 67 I think this is all self explanatory when the message is sent before expiry after signup etc What the email subject should be and then the body contents We then have a number of constants or tags for you to use Here 1s what they do blogname Displays your Blog Name blogurl Displays your Blog URL username Displays the Username of the member usernicename Displays their chosen Nice Name networkname Displays your Network Name Multisite Install networkurl Displays the Network URL Multisite Install subscriptionname Displays the Subscription Name they are currently on V levelname Displays the Level Name they are currently on accounturl Displays their Account URL You can use any of those whilst typing
32. e to the level Negative Users can not see the selected URL Groups URL Groups not selected will be available to this level Content Rules Downloads If you wish to protect downloads then earlier in this tutorial whilst on the Options page you will have defined some Protected Groups in the Downloads Media tab If you didn t but wish to add some rules then pop back there and get it set up We ll wait for ya here I set up a couple lets take a look Membership 3 0 Documentation Page 48 Of 67 Negative Rules Advanced both These are the areas elements that a member of this level can access 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 cancel QED So we could use Premium Downloads for one level and then have separate Super Duper ones for another level Or you could let one level have access to only one of them and then the next level could maybe access them both Its your choice here you decide Positive Users can view and download from the selected group name Download Groups not selected will not be available to the level Negative Users can not view and download from the selected group name Download Groups not selected will be available to this level Shortcodes Any plugin using shortcodes to display or perf
33. ected Group My Level Two Protected Group 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 Library Add New Membership 3 0 Documentation Page 25 Of 67 We will edit the image I just uploaded L File Author Erin Millle Bowers Sleeping tim JPG Edit Delete Permanently View eraser Chet 961 SSNs at a 494 RA tim 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 i e 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 Admins IT 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 User L
34. ee content That anything on your site at all If you are logged in as Admin you get to see all the content including shortcodes 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 the Main Rules then drag it on over Same for Content Rules and all the others g Edit Level 3 Level 3 Main rules Level title AN Level 3 ote 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 Cancel Update URL Groups We won t use screenshots on them all independently because some of them have no settings As an example here are the comments when added Membership 3 0 Documentation Page 44 Of 67 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 elemenis that a member of this level can access Categories Pages Posts Comments Remove
35. entation Page 60 Of 67 Indefinite Serial Period Price With this mode anyone who subscribes are added indefinitely aka forever If you are wanting auto renewals then this mode will let them stay on the level for a set period of time before auto renewing As you see there is a note there stating that with some gateways altering the plans here for existing users will not have any affects on their renewal price Next you can set the period this level will be active for when they subscribe This can be set to days weeks months or years in the second drop down Then just decide on the number from the first drop down So 1 year or 30 days I m sure you get the picture The currency is set within the options area If you skipped over or forgot about that part of the tutorial and your stuck wondering how to change it to USD or something else then rewind and checkout the part of this tutorial about the Options page Just enter the amount here you wish to charge for this level for the period of time specified You can have multiple Access Levels added here this will create you drip content if you wish Giving users access to something for X amount of time before giving them access to something else or more Good for customer loyalty as well 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 sta
36. er 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 gt 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 It will then be down to each level to decide who has what access If you set this to none 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
37. gative 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 Quist Positive Users can create the amount of groups you define Negative Users are unable to create any groups Groups If you had some premium groups maybe they are used for support notifications to members or for some other cause you have then you can restrict the access to these for Membership 3 0 Documentation Page 52 Of 67 different levels Positive Rules 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 Group title Group created Cancel Positive Users can join and use BuddyPress groups Groups not selected will not be available to the level Negative Users can not join and use BuddyPress groups Groups not selected will be available to this level Administration Rules Blog Creation Are you allowing users to signup for their own blogs within your WordPress Multisite With these rules you can limit the amount of blogs they can create by Access Level Cool eh Positive Rules Negative Rules Advanced both T
38. hese are the areas elements that a member of this level can access Blog Creation Remove Positive User can create blogs Leave blanks for unlimited blogs Negative User is unable to create any blogs Cancel Mei Positive User can create however many blogs you define here Don t enter a number to remove the restriction thus making 1t unlimited Negative Users on this level will not be able to create any blogs Membership 3 0 Documentation Page 53 Of 67 Main Menus With this rule you could restrict access to certain menu items so lets say you sell a website within a multisite install You could then prevent access to the menu options for creating pages or for the Tools menu Positive Rules Negative Rules Advanced both These are the areas elements that a member of this level can access Main Menus Remove Select the Main menus to be covered by this rule by checking the box next to the relevant pages title Menu title Dashboard Posts Media Links Pages Positive Users can see this menu item Negative Users can not see this menu item Sub Menus If you didn t want to hide a whole menu but just wanted to hide a couple of the sub menus then that is fine also Positive Rules 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
39. his 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 premium or wanting your users to be on a specific plan even free subscription shortcode a L 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 subscription text with details about the plan We could even include an image Only 20 Per Month Level 2 Form Type 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 Membership 3 0 Documentation Page 14 Of 67 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 create a new account Login below if you re already registered Username Username Email Addre
40. hoose to disable the protection offered by Membership If you do then in the WP Admin bar you will see Cowpat org Q 19 New Membership elcome to Membership You can enable and disable here 2 Membership dashboard Members Membership protection is enabled Disable it Member counts User counts Total Users 6 Deactivated Users 2 You can also see the Total Users and Deactivated users from here Deactivated Users are those with no active subscription If the Membership protection is not enabled then you will see a red note in your admin area of WordPress LA a m A 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 Membership 3 0 Documentation Page 10 Of 67 The news widget will let you know about member activity when they upload download leave a level etc Statistics News smashedlt 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
41. ice an issue with your setup using our Membership plugin then pop in here you can Verify Membership Tables and you can also use the Repair Membership Tables button to help remedy any issues you might get Membership 3 0 Documentation Page 29 Of 67 General Membership Pages Content Protection Downloads Medis Membership Admins Extras Advanced Ifyou 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 maembership 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 MP haebipw tabla mr Dome rra ii rula ile 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 Membership 3 0 Documentation Page 30 Of 67 Payment Gateways So
42. is 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 4 gateway to receive payments The first option allows 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 Membership 3 0 Documentation Page 7 Of 67 And finally you then need to choose which gateway you want to use Currently we have Authori
43. nt Welcome subscription shortcode Register Page title Cancel Positive Users can see selected pages Pages not selected will not be available to the level 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 Membership 3 0 Documentation Page 46 Of 67 Posts 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 3 Post title Post date 4 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 3 anda 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 3 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 sele
44. of course you want it some other way Just thought I d mention it thought because one of the biggest support questions is about Subscription Levels not being shown on the front of the site most of the time is because they are deactivated or simply not public Membership 3 0 Documentation Page 62 Of 67 Communications So we are nearly at the end of it all now its almost sad to see you all go off on your own with this plugin but you have come a long way may the Force be with you on this Communications is a real cool feature one which you might not always hear to much about But nonetheless its power is awesome 4 Edit Communication Add New You can setup 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 Filter O Message Subject Active Pre expiry period No communication messages have been set up O Message Subject Active Pre expiry period Bulk Actions Apply This feature will let you send out an email to your users X amount of days weeks months or even years after someone has paid for a subscription This could be a personal welcome message some handy tips a money off coupon or anything else you like You can also send out messages X amount of days weeks months and years before the renewal is due so befor
45. ogin 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 them a Membership admin as well Admin Users All Users Membership 3 0 Documentation Page 26 Of 67 All Users Add New Your Profile Select the user you wish to edit smashedit TL Edit 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 Y Subscriber Administrator First Name Editor Author Contributor Forum Moderator Farum Participant Nickname required Directory Member Classifieds Member Wisitor Directory Member Paid s Directory Member Not Paid ontact Info No role for this site Last 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 admin access EY 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 _ User Login E smashedit tim You can not remove your own permissions
46. on Page 59 Of 67 subscription shortcode Select a Subscription Up button and then complete the registration detail Level 1 This is the subscription text with details about the plan We could even include an image Only 20 Per Month Cool eh Membership Levels We now drag those Access Levels over which will use this plan You can click on the drop down you can also click Add Level rather than dragging them 1f you wish I m going to drag over my Access Level Level 1 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 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 Note depending on the payment gateway used changing the price will not alter subscriptions charged to existing members Notice now there are some more options for us to select on the Access Level 1 Mode Finite User Remains at this level for a set period of time before their subscription ends You would use this mode if you offered a one off subscription where they would need to manually renew Membership 3 0 Docum
47. ontent and shortcodes You are most likely logged in with an Admin account if you see the shortcodes You might also have the Membership disabled in the settings See the Membership dashboard or your WP Admin bar to activate My FREE members register but cannot login It says they are not Active You probably have the Free Gateway Enabled whilst also taking a premium with another Make sure your Free Gateway is NOT activated and that you are using a price of 0 00 along with a Fintie or Indefinite Subscription You may also need to turn on Allow Incomplete Signup from the options panel This will mean if your users do not complete signing up for a subscription they will still be able to log in Otherwise if they signup and do not complete the process of getting a subscription even a free one they be shown as not active Can Membership installation control access to my Multisite Sites Out of the box no it will be set up as individual membership sites The following is for ADVANCED users who can support their installation once they make these changes There is no documentation on how this will affect your site please do not proceed with this unless you are sure you can service your issues You can set the plugin to use global tables which will enforce it to use a common single set of tables for the entire network then when you network activate it will run across the whole network as a single membership system and be m
48. orm some action can be protected So for example you could protect the WordPress gallery shortcode This will ensure anywhere in your website where you use the WordPress gallery feature those shortcodes will be protected under the membership plugin Even MarketPress shortcodes can be used here If you are using a plugin which has shortcodes not seen in this list don t worry as always we have you covered If you remember earlier in this tutorial when configuring the options page under the the Content Protection tab there was an option Admin Only Shortcodes this will allow you to add those missing shortcodes Membership 3 0 Documentation Page 49 Of 67 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 Positive Users can view content produced by a given shortcode Shortcodes not selected will not be available to the level Negative Users can not view content produced by a given shortcode Shortcodes not selected will be available to this level MarketPress If you have MarketPress installed our amazing commerce cart then you will find further options here to protect specific pages including the checkout and cart Positive
49. out a message When you are done just click on Add Message button and thats it Message Subject Active Pre expiry period Test Message Inactive 6 Day s Edit Activate Delete Message Subject Active Pre expiry period You will need to click on the Activate option by hovering over the message otherwise this message will never be sent out All done That was an epic manual the largest yet for WPMU Dev I thinks Is this thing still on tap tap You awake Hello Anyone still reading Three penguins walk into a bar Membership 3 0 Documentation Page 64 Of 67 Constants The following can be added to your wp config php found within your root directory which if on cPanel would be public_html Within the administration area by default when setting up access you can only see 25 posts You can extend that with the following code Just change the number to something you would like Keep in mind the higher the number the longer the process time and the more likely your PHP will either timeout or present Memory errors define MEMBERSHIP POST COUNT 25 This is the same as the option for posts however it controls the amount of pages By default this one is restricted to 50 define MEMBERSHIP PAGE COUNT 50 As with the above options we can also define how many groups to pull The default is 50 define MEMBERSHIP GROUP COUNT 50 Determines the maximum charge listed in the charges drop down define ME
50. p on over to our forums and open a thread one of our support staff will be along to help you out http premium wpmudev org forums Thanks for being a WPMU Dev Member Membership 3 0 Documentation Page 67 Of 67 Docs Revision 3 0 25 Timothy Bowers Incsub Docs Revision 3 0 26 Timothy Bowers Incsub Docs Revision 3 0 27 Timothy Bowers Incsub Docs Revision 3 0 28 Timothy Bowers Incsub 3028 11072012 Docs Revision 3 0 29 Timothy Bowers Incsub 3029 14072012 Docs Revision 3 1 0 1 Timothy Bowers Incsub 3101 03082012
51. pages title Menu title Dashboard Home My Sites Affiliates All Posts Add New Categories Tags Membership 3 0 Documentation Page 54 Of 67 Positive Users can see this sub menu item when selected Negative Users can not see this sub menu item when selected Dashboard Widget You can even remove dashboard widgets if you wanted to how cool 1s that 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 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 Positive Users can see dashboard widgets when selected Negative Users can not see dashboard widgets when selected Plugins If you are using the Membership plugin to restrict the use of plugins then you can decide which levels have access to those features Membership 3 0 Documentation Page 55 Of 67 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 O Plugin gt Ad widget 22 Affiliate 245
52. pped Subscription with both levels added whereas in Standard Membership Sites if you created two levels there would also be two subscriptions Membership 3 0 Documentation Page 8 Of 67 Membership levels These are he levels that are part of this subscripih Starting Point A new signup for this subscription will start here Level 1 Mode Finite Period 20 day Price 0 00 GBP Level 2 Mode Finite Perlod 20 day s 7 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 Admin Membership Options wp admin admin php page membershipoptions Membership All Members Access Levels subscription Plans Communications URL Groups Remote Pings Payment Gateways Options Extras TY Extra Options Click on the Extras Tab Membership 3 0 Documentation Page 9 Of 67 Membership wizard if you accidentally dismissed the membership wizard and would like to show it again then check the box below Show membership wizard A You can then choose to Show Membership Wizard again just click on the save changes button and visit the membership dashboard 1t will be there waiting for you More On The Dashboard In the Membership Dashboard you can c
53. ransfer 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 Er Appearance g 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 Incsub Visit plugin site This plugin can also be Network Activated Admin Network Admin Plugins Membership 3 0 Documentation Page 5 Of 67 wp admin network plugins php Network Admin Cowpat Network Plugins 1 Network Admin Dashboard L yi Sites installed Plugins 7 CowPat 5 Add New F O Users EN Cowpat org editor Visit Network 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 Netwo
54. ree subscription plan here unless of course your making some offer Those who are not subscription members and using the stranger level do not need a subscription Bulk Actions Delete If you check multiple subscriptions you can then bulk delete them Membership 3 0 Documentation Page 57 Of 67 Toggle Activation You can check multiple subscriptions and activate deactivate them Toggle Public Status You can check multiple subscriptions and set them to be public or private for USCIS You also have various filters for order the subscription and you can even search through the subscriptions Y View all subscriptions 1 Order by subscription ID Filter View active subscriptions View inactive subscriptions Public View public subscriptions View private subscriptions Public Active Public Active Public View all subscriptions Order by subscription ID Order by subscription name Active Public Active Public Active Public Active Public Hovering over the subscription will allow you to Edit Activate Deactivate Make Public Private or Delete Level 1 Active Edit Deactivate Make private Delete I m going to edit Level 1 for this tutorial Making A Subscription Plan If you were starting a fresh and did not use our wizard then you would click the Add New button I already have my plans set out from the wizard so I m going to edit one of them This is what the Subscription Plans page looks like Membe
55. rk 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 i 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 EE 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 Membership 3 0 Documentation Page 6 Of 67 Dashboard Welcome to the new Membership Dashboard I m sure you noticed but if not then we now make use of the fantastic WordPress 3 feature pointers 2 Membership dashboard Dismiss EEJ Welcome to Membership This is the membership dashboard panel where you can keep track of your sites statistics and information Met Membership tutorial Step 1 of 3 O 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 Th
56. rotected 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 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 it 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 it here and 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 to show them in the Shortcode rule if you find that a shoricode you want to protect is missing from the shortcode rule then you can add it here Admin Only Shortcodes E 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 u
57. rship 3 0 Documentation Page 58 Of 67 Za es Edit Level 1 Level 1 Membership levels Subscription name Level 1 Visitors Subscription description Level 3 Upload insert Sk Visual Level 2 B I se lt e 5 E E Level 1 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 These are the levels that are part of this subscription and the order a user will trai through them Starting Point A new signup for this subscription will start here and immediately pa to the next membership level listed below You will notice this is similar to the Access Level editor page You simply need to drag the levels over which will be applicable to this Subscription Plan We will cover that in a moment Subscription Level This can be anything you wish perhaps you will have Bronze Silver Gold and Platinum levels or be original like me and have Level 1 2 and 3 Subscription Description Whack all the details about your subscription in there include some promo text images or what ever you wish Notice what I had in mine You will see a screenshot from the front end in a moment to see how that one looks again Subscription Price Text This is just some sales blurb like Grab our top subscription for only 10 or something like that On the front end it looks like this Membership 3 0 Documentati
58. rt here and immediately pass to the next membership level listed below Level 1 Remove Mode Mode details Finite Finite user remains at this level for a set period of time before ending Period Indefinite user remains at this level for ever 16 day s Serial user remains at this level for a set period daik 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 Finite user remains at this level for a set period of time before ending Period Indefinite user remains at this level for ever 16 day s Serial user remains at this level for a set period Price l i 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 And the last part of this section 1s for pings 1f you have set some up and wish to use them Membership 3 0 Documentation Page 61 Of 67 for this Subscription Level then set it here 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 4 Once your all done just click the Add or Update button Don t forget though to make sure the Subscription Level is both Active and Public unless
59. ry 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 process 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 You can view all the transactions by overing over the gateway Checkout 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 global instant notifications url pointing to http cowpat net paymentreturn twocheckout In order for recurring payments to log properly you must enable your global instant notifications url pointing to http cowpat net paymentreturnfwocheckout 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 your site Membership 3 0 Documentation Page
60. s well Hybrid This is for use if you are using a host or server that has a problem with the system such as some installs of nginx Membership 3 0 Documentation Page 23 Of 67 TT 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 littie we can do to prevent its download so please be careful about giving out URLs Protection method Basic protection L Complete protection L Hybrid protection Your uploads location T httpJecowpatnetwp contentuploads Masked download URL i httpsicowpat net protectme url Protected groups Protect Me Save Changes Masked Download URL is the download link your users will see its not the direct link of 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 Membership 3 0 Documentation
61. sage Note This only appears if you have BuddyPress installed Membership 3 0 Documentation Page 22 Of 67 BuddyPress protected content message This is the message that is displayed when a BuddyPress related operation is restricted Depending on your theme this is displayed in a red bar and so should be short and concise BuddyPress No access message Upload insert Visual B lw F F282 Yr El B Paragraph U ZA Awe QO Path p This is the message displayed when someone attempts to access one of the cool BuddyPress items which they don t have access to and which you are protecting 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 Protection Method This is a new feature in 3 1 and allows you to select different methods of protection for your media Some servers nginx have issues with how media were protected previously so with this release it should remedy that The method of protection can be changed depending on your needs Basic Masks your media directory but leaves any filenames the same Complete Masks the media directory and changes the image filename a
62. se 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 Authorize net gateway The Payment gateway for Authorize net settings View transactions Deactivate Click on Settings to set this up lt Edit Authorize net AIM settings Mode Sandbox Login ID Transaction key Advanced Settings Delimiter Character Encapsulation Character Email Customer on success Yes Customer Receipt Email Header Thanks for your payment Customer Receipt Email Footer Security MD5 Hash Request a delimited response from the payment gateway Mode You have two options here Yes Sandbox You can use this mode when testing the gateway to ensure it 1s working with 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 ee T Membership 3 0 Documentation Page 32 Of 67 you configured at account activation 5 Click Submit The API Login ID for your account is
63. seful 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 20 Of 67 More tag default Content placed after the More tag in a post 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 r No access message Upload nsert ch Visual yr B I ae c i g s 4 Hey signup for a cool subscription today and stop missing out on the most amazing plugin in the world Path p 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 is 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 avail
64. ss Password Password Confirm Password Register My Account Level 2 Sign Up Membership 3 0 Documentation Page 15 Of 67 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 it to put anything you wish on there 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 Li Welcome Create 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 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 It can 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 Eh Account Create page view page edit page This is how it will look from the front end Account Hello tim to edit your account details click on the edit link edit If your users click edi
65. t they can then edit their account with the following form 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 AS EMAIL timothy sjbowers net WEBSITE cowpat net NEW PASSWORD Update Account Membership 3 0 Documentation Page 16 Of 67 No need for the WordPress admin area this way If you wanted to create your own custom page with text and images you can also use our shortcode 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 if can contain any content you want but should contain the renewform shortcode in some location Subscriptions page Subscriptions a 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 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 details about the plan We could even include an image Only 20
66. ur 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 Add New Membership All Members Access Levels subscription Plans Communications UAL Groups Remote Pings Payment Gateways Options P es 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 4 Apply View all Levels 4 Order by Level ID Filter O Level Name Active Users Shortcode Visitors Active 2 level visitors not level visitors Level 2 Active 2 level lewel 2 not level level 2 Level 3 Active 0 level level 3 not level level 3 O Level Name Active Users Shortcode Bulk Actions Apply Version 3 1 brings a new feature to the table you now have a brand new shortcode for people not on a specific level As an example use you could create a post or a page an
67. y post or page then this is the place to be You can protect any content with shortcodes add custom shortcodes for plugins which do not appear within the levels creation page and any content after the WordPress More tag Shortcode Protected Content I used the Wizard to create my levels so here you will see that Li Content Protection Options Shortcode protected content You can protect parts of a post or pages content by enclosing Itin WordPress shoricodes Each level you create has it s own shoricode The shoricodes that are available fo use are shown below Available Shortcodes level visitors level level 2 level level 3 Protected content message Upload nsert a Visual ee Sd 5 i ji B I ES ES A gt 4 all El Po Ir pos Car hill Paragraph U Path p Available Shortcodes level visitors level level 2 level level 3 So now when making posts you can use those shortcodes just don t forget to close them as well Here is how its done level level 2 Protect my content for level 2 Nevel level 2 Note the last level level 2 it has a backslash in there thats telling WordPress its Membership 3 0 Documentation Page 19 Of 67 the end of the 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 Your created Access Levels will show here their shotcodes P
68. ze 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 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 active 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 Dri

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