WordPress Membership Website Tutorial
So, you’re ready to take your website to the next level, and build a WordPress membership website.
Building a WordPress membership website requires installation and set-up on one of the third-party membership plugins. There are dozens of great WordPress membership plugins available, both free and premium (paid), and which one will work best for you will depend on the features you need for your website.
For this tutorial, we only focused on free plugins, and choose the one that best meets our needs. The criteria we used for this choice is based on what we decided were the most important features for us.
The features we were looking for:
Create multiple membership levels
Charge taxes / shipping with your membership
- Ability to set up taxes on a state/province level
- Shipping charges in case of goods being shipped for a membership
Integrate with email marketing software
Integrate with any theme
Set-up subscription membership levels
- Daily, weekly, monthly, yearly subscription with automated renewals
- Offer custom trial period
- Set membership expiry date
Offer discount codes on memberships
Content restrictions based on membership level
- Full page restriction
- Section of the content within a page/post to be restricted via shortcodes
Integrate with different payment gateways
Create custom member-only back end (Dashboard)
Seamlessly integrate with WooCommerce plugin
- allow discounted pricing of products for members (different pricing for different member levels)
- integrate WooCommerce “my account” with members’ dashboard (single login for membership and products)
- purchase membership products / packages via WooCommerce
Let’s be clear. There is NO such thing as a FREE plugin. Most of the free plugins and themes for WordPress are stripped down versions of their premium plugins. The Paid Membership Pro has the most complete free version of their paid “Pro” plugin, which will give you everything you need to run a membership website. However, once you see the amount of additional features with their “pro” version of the plugin, you will be soon itching to have those options… But, I digress… Let’s go back to discussing what is available for free, and how to set it up to run your WordPress membership website.
- In your WordPress dashboard, click on the “Plugins” tab > “Add New“.
- On the following screen, in the top right corner of your screen, enter “paid memberships pro” in the search box
- The “Paid Memberships Pro” plugin will be the first one to appear on your search result. Click on “Install Now” button
- Once the installation completes, click on “Activate” button
- Your plugin is now installed and ready to use. To access Paid Membership Pro plugin settings click on the “Memberships” tab in the left menu of your Dashboard
Creating Membership Levels
Free version of the Paid Membership Pro plugin allows you to create unlimited number of membership levels. That is a feature that is usually not found on free plugins (most of them will limit the # of membership levels you can create until you upgrade to a paid version of the plugin).
Add New Membership Level
To create a membership level, click on Memberships > Settings > Levels > Add New Level:
- Name – The name of the membership level. This will appear on the signup page and member’s account information.
- Description – The detailed information about the membership plan. It will appear on the signup page. Make it short and sweet, and clear what they are getting with their membership.
- Confirmation Message – A message that will appear on the screen upon successful registration for the membership.
- Initial Payment – the price of the membership that will be payable upon registration for the membership
- Recurring subscription (checkmark) – if you select this option, the member will be registered for recurring subscription payments. The options are:
- Billing Amoung [ amount you want to charge ] – Per [ payment cycle how often will the payments be charged ] – [Daily/Weekly/Monhly/Yearly]
- Billing Cycle Limit – limits how many times the automated subscription will run. If you set to 0, the membership will be infinite (the cycles will go until the member requests the cancellation). If you set a number, the system will automatically stop charging the renewals after the # of cycles you set in this box. For example, if you have set the renewal cycle to happen 1 per month, and the Billing Cycle Limit to be 6, the automated renewals will stop after 6months.
- Trial Billing Amount – you can also offer a “trial period” during which the member can pay either reduced or no subscription fee (used for promotions such as “Free 30 day trial).
Other SettingsIn this section you can:
- Disable New Signups – temporarily disable signups under a particular membership level without having to delete the membership level
- Membership Expiration – set an expiration timeframe (days, weeks, months, years). If selected, once a membership reaches this timeframe, it will be disable and any subscriptions will be cancelled. In the example below, the membership will expire in 1 year after the signup.
Content SettingsCategories – In this section you can assign a blog category to a particular membership level. The list of all blog categories will appear here. By default they are all left unchecked. If you check any category, all the blog posts in that category will ONLY be available to the membership level for which you select this category.
Set up payment gateways
Paid Memberships Pro plugin provides a number of payment gateways out of the box. You are able to integrate with the following payment processing services:
- Stripe (Requires SSL encryption which is an extra cost unless your hosting plan does not include one with your plan)
- Paypal (Express, Website Payments Pro, PayPal Pro, Paypal Standard) – Only “Paypal Standard” is a FREE Paypal Service and no additional cost is required to set it up. This tutorial will show you the steps on how to set Paypal Standard as your primary payment method (remember, I said in the title of this blog “Create your WordPress membership website for FREE”, so I’m sticking to the FREE options only).
- Authorize.net (the biggest payment processing service online – requires paid account)
- Braintree Payments
Setup Paypal Standard
On the “Payment Gateway& SSL tab” of Paid Memberships Pro plugin set the following options:
- Payment Gateway – Select “Paypal Standard”
- Gateway Environment – Select “Live/Production” (set Sandbox/Testing to test the subscription process without having to make payments)
- Gateway Account Email – enter the email account associated with your PayPal account
- Currency – Choose the currency in which you would like to process payments (make sure you have a Paypal account that can accept the currency you select)
- Sales Tax – Tax State [ enter abbreviated “US” state ] Tax Rate [ enter DECIMAL value (“e.g. 0.06 for 6% taxes”) – Please note that this section ONLY works for US states. This is one of the BIGGEST issues I have with this plugin. To set up any other country’s tax rates, you will need to follow quite complex changes that need to be done in the source code of the plugin. But, it’s doable nonetheless. But a massive PITA!!! Click Here for the instructions on how to set taxes outside of the USA (You will need to create an account on their website or log in using your Google/Facebook account to access this page — As if they didn’t make it complicated enough already!!! Come on, guys!!! The issues with taxes was the reason why I almost passed on this plugin. But, everything else that it provides and the fact that taxes can still be set up made me get passed it… but, COME ON!!!)… Sorry, I get carried away over stupid things like this (Note for Paid Memberships Pro developers – it’s illegal in many countries not to charge taxes for services rendered in that country (read: CANADA) and the complexity of setting up tax rates will make many users pass on your plugin. You’ve already have it working for USA states, it’s not that complicated to add Canada, Mexico at least for now… Oh yea, VAT for EUROPE!)… But, I am getting off-topic again… ). Oh, by the way, there is other work-arounds this tax issue – you can set up taxes to be charged in PayPal, or with a WooCommerce add-on which integrates purchasing of membership packages though the WooCommerce shopping cart, however, these solutions only work for initial one-time membership purchases, and not if you have a recurring subscription membership. Enough about taxes – I’m getting all revved up here… Here’s hoping they make the tax setup easier in the future and I can delete this section of the tutorial…
- Force SSL – unless you have an SSL encryption already installed on your hosting keep this as “NO”. It is not required for Paypal Standard payment processing. For any other Gateway, you will need to have an SSL encryption which has a yearly associated cost with it (unless your hosting company already includes it for free).
Creating Custom Members-only Area
The next step is to create custom members-only area (member’s account pages, front end registration pages, billing pages, etc.).
Simply navigate to “Memberships > Page Settings” in your WP Dashboard, and click on the link “automatically generate pages”. All pages will be auto generated by the plugin.
Add membership pages to your custom menu:
- Navigate to “Appearance > Menus“
- If you do not have a “Primary Menu” created, click on create a new menu, enter “menu name” and click on the button “create menu”
- Select all pages on the left site “Pages” box EXCEPT “Membership Confirmation” and “Membership Checkout” (see screenshot below) and click on “Add to Menu” button
- Arrange all the pages to be sub-menu items of the first page by dragging them in (indenting them under the main “Membership Account” page) – this step is not necessary but will look cleaner on your menu (this will make all the sub-pages appear in a pull down menu of your main navigation menu)
- Click on Save Menu and now you can preview your membership website in the front end
Creating Restricted Member-only Content
Now that you have set up your membership levels, registration and member pages, you can now start creating content restricted only to your registered members.
Restricting the whole page
To restrict a whole page to be visible only by your registered members, please create a Page or a Blog Post and in the “Require Membership” box on the right side of the screen (near the bottom), select a membership level that should have access to the page.
Restricting some content within a pageYou can also restrict only a certain portion of the content within a page by using PMP shortcodes. See the screenshot below:
Integrate with WooCommerce
One of the best features of Paid Memberships Pro Plugin is its ability to seamlessly integrate with WooCommerce, the biggest shopping cart / online store plugin for WordPress. Once you integrate with WooCommerce you will be able to use all the WooCommerce features for your membership sales such as:
- Sell your membership using WooCommerce checkout as a product
- Assign specific global discount % on all items in your online store for your members
- Assign specific price PER MEMBERSHIP LEVEL for all your items in your store
Install Paid Memberships Pro WooCommerce Add-On
To integrate Paid Memberships Pro plugin with WooCommerce, you need to have the WooCommerce plugin installed and set up first. If you do not, go to “Plugins > Add New”, search for “WooCommerce” and Install and Activate WooCommerce plugin. Then, follow on-screen instructions (wizard) to have it fully set up.
Once you have WooCommerce plugin installed and configured, you will need to install Paid Memberships Pro WooCommerce Add-On plugin. To do so, please follow these steps:
- Navigate to “Memberships > Add Ons” in your WordPress admin navbar.
- Scroll down until you find “Paid Memberships Pro – WooCommerce Add On” plugin
- Click “Install Now” link below the title:
- Once installation completes, click “Activate” link
- That’s it, you have now fully integrated WooCommerce with your Paid Memberships Pro Plugin.
Creating Global % Discount for your members
Now you can go to your Membership Levels and assign a global % discount to all products in your online shop. To do so, go to “Memberships > Membership Levels“, select your level, and scroll until you find “Set Membership Discount” section. Enter the % discount in the box to give all members at this level a discount on all products in your online shop. This setting as set below will give 10% discount on all products for the members in my membership package:
Creating a specific product price for a member level
- Create a regular product as follows
- Go to “Products > Add Product
- Enter “Product Name”, “Description”, “Product Image”
- Then in the “Product Data” tab, select “Simple Product“, enter “Regular Price” (make it $39.99 – this will be the price non-members will pay for this products)
- Click “Publish” button
- Finally, Under “Membership Tab” of the Product Data section, enter the price for this item for each one of your membership levels. (in our example, we only have one membership level, and they will be able to purchase the book for $19.99 instead of $39.00 which was set up as a regular price in previous step.
- Click “Update” button
Selling Memberships Using WooCommerce
Now, let’s create another product, this time, it will be used as a Membership Product. When your customers purchase this product, they will automatically be assigned a membership level with which you associate this product. This can be used ONLY for one-time membership sales, and not subscription products.
- Go to “Products > Add Product” in your WordPress Admin Dashboard
- Enter “Product Name“, “Description“, set “Product Image” (enter information/details about your membership package)
- Then in the “Product Data” tab, select “Simple Product“, check “Virtual“, enter “Regular Price“
- Finally, under “Membership” tab, select which Membership Level will be given to the customer who purchases this product
- Click “Publish” button, and you’re DONE!
Congratulations! You have now fully integrated your Paid Memberships Pro plugin with WooCommerce.
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