Membership for WooCommerce Pro – User Data Export/Import, Discount on Cart Total, Membership plan shortcodes

Features

1. You can Import all users in members together. 
2. Form Shortcode for direct purchase.
3. You get the Dynamic CSS of Become Member Button
4. Complete WooCommerce membership account details for users and logs for the admin 
5. An unlimited number of membership plan creations
6. Unlimited number of membership plan creation
7. Select membership products to include in membership plans
8. Combine multiple membership plan benefits into one plan
9. Control access to membership pages
10. Select access to membership products and posts on your eCommerce store
11. Override membership plan access for members
12. Better membership reports for admin
13. Create a user after membership payment is complete
14. Membership sorting by date membership plan was created 
15. Send out emails for various membership plan actions 
16. Bulk actions to edit memberships and move them to trash
17. The membership Plan tab shows all existing membership plans on your WooCommerce store
18. The membership plugin gives you a report of how many active members there are and when they were active.
19. Create a user and send credentials in the mail if the guest user buys a membership plan. 
20. For guest users, this feature gives you the choice of logging in on thank you page.
21. Customers can now cancel their membership plans anytime. 
22. You can change the text of the Buy Now Button to Dynamic Text.
23. Customers can avail of the membership plan on Individual products.
24. To show the membership plans in the column use the Membership Plan template shortcode.
25. Comments are restricted to your protected content.

Plugin Compatibility

• Subscriptions for WooCommerce for offering membership subscriptions.
• WPML Compatibility
• HPOS Compatibility

Before installing the Membership for WooCommerce Pro plugin, make sure that you have the Membership for WooCommerce – WordPress plugin installed and activated. Subsequently, you can start working with the pro plugin:

Manual Upload Via WordPress Admin

Admins can manually upload the plugin zip file after buying it. For installing a Membership for WooCommerce Pro:

• Buy and download the Membership for WooCommerce Pro plugin zip.
• From WordPress Dashboard, navigate to Plugins > Add New > Upload Plugin   
• Select the zip file from the files of your system. 
• Click Install Now.
• You will see “Plugin installed successfully” when the installation is complete. Underneath the page, click on the Activate Plugin button.

Download Membership for WooCommerce Now

After you install the plugin, the Membership for WooCommerce plugin will be shown

below the option named WP Swings, and another option will be generated in the name of Membership, where you will find all the membership plans and members.

Initially, on installing the Membership for WooCommerce plugin, the admin is guided through a multi-step setup. As soon as you activate the plugin and proceed towards the Membership plugin from Dashboard, you’ll find a 3-step setup.

1. General Setting: Enable Membership Plan. Switch the toggle button. Press Next.   

2. Membership Creation: Mention the membership plan name and membership plan amount and include products in the membership plan. Press Next.  

3. When you include membership products, some products of your store shall be listed. Choose from available products.

If the admin wants an overview of the features of the Membership for WooCommerce Pro plugin, he can go through this space. It is for the understanding of the admin. It has the general outlines of the WooCommerce Membership Plugin. 

Go to Dashboard > WP Swings > Membership for WooCommerce > Overview

For changing the general settings of the Membership plugin:

Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings

The general settings have the following options:

5.1. Enable Membership Plan

Admin can enable/disable Membership for WooCommerce plugin functionality on the front end. The users won’t see it if you disable it. The membership plugin will no longer be available on your WooCommerce store if you disable it.

To enable/disable membership plans:

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Push the ‘Enable Membership Plan’ (right to enable & left to disable) 
• Click Save.  

5.2. Delete Data at Uninstall 

If enabled, this will automatically delete all the member details and membership data after uninstalling the plugin. To enable deleting membership data by uninstalling the plugin, follow these steps: 

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Push the ‘Delete Data At Uninstall’ button
• Click Save.

5.3. Show Membership History to the User 

Admins can enable the visibility of the user’s history. This way, the user can visit and see their plan history in the membership tab on the “My Account Page.” To show history to the user:

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Push the button ‘Show History To User’ button
• Click Save

5.4. Create A User After Payment Done

The admin can allow the creation of users after membership payment is completed. No default user shall be created for membership buyers before payment is completed. It can be enabled or disabled as the admin desires. To create a user after payment is done:

 Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings

• Push the ‘Create User After Payment’ button
• Click Save.

5.5. Allow Your Members to Cancel their Membership Accounts

Admins can enable the option and allow their members to cancel their memberships at any time. Once the member cancels the membership account, he will no longer be able to use the benefits of the plans. To allow members to cancel their membership account:

Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings

• Push the button ‘Allow your members to Cancel their membership accounts’

• Click Save.

5.6. Create Members on Processing Order Status

Make it easier for your customers to join your membership plans by allowing the creation of members in the processing order stage.

5.7. Change Buy Now Button Text

In the box in front of this option, the admin needs to enter the text “Buy Now” in the form he wants before making the membership plans live. For example, you can use “Purchase Now, Grab Now, Buy Now, Try Membership, and Try Now.”

To change the text of the Buy Now Button:

Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings

• Enter the text in the box provided for the ‘Change the text of Buy Now Button’
• Click Save

And the result will look like this:

5.8. Membership Plan Page Template

You can choose templates as your preferences for the membership plan page, here is how they look like

Template 1

Template 2 

5.9. Enable Dark Mode

Toggle this option to enable the dark mode for the membership plan page, here is how it’ll look on the frontend

5.10. Show Discounted/Offered Prices to Non-Members.

Enable this toggle button to allow non-members to see the discounts on membership products. It would attract new users to join the Woo membership plans. 

5.11. Number of Days Before Membership Expire Email Send

In the box provided against this option, the admin needs to enter the number of days before which he wants to start sending membership expiration notification emails to membership users.  

To set the number of days before which the admin wants to send out emails: 

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Mention the number of days in the box provided for the ‘Number of Days Before Membership Expire Email’
• Click Save. 

5.12. Become Member Button Background Color

In the box, enter the color you want for the background of the “Become a Member” button, like red, blue, green, etc., to give your button a dynamic look.

To set the background color of the become member button

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Enter the color in the box provided for the ‘Change the background color of Become Member Button’
• Click Save.

5.13. Become Member Button text Color

In the box, enter the color of the text you want for the “Become a Member” button, like red, blue, green, etc., to give the text of your button a dynamic look.

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Enter the text color in the box provided for the ‘Change the text color of Become Member Button’
• Click Save.

5.14. Become Member Button border Radius

In the box, enter the color of the text you want for the “Become a Member” button, like red, blue, green, etc., to give the text of your button a dynamic look.

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Enter the border radius in the box provided for the ‘Enter the border radius of Become Member Button’
• Click Save.

5.15. Become Member Button Alignment

In the box, enter the position of the “become member” button where you want to place the dynamic button below your product. A button can be placed at the left, right, or center of your product page to give it a dynamic look.

• Go to Dashboard > WP Swings > Membership for WooCommerce > General Settings
• Select the alignment left, right, or centre in the box provided for the ‘Alignment of Become Member Button’
• Click Save.

5.16. Buy Now Button Background Color

You can change the buy now button color by entering the color code or name in the field box. 

5.17. Buy Now Button Text Color

Set a custom color for the buy now button text. You have to enter the color name or code and hit the save button to save. 

5.18. Membership Plan Page Background Color

Select the background color of your choice for the membership plan page. You need to enter the color code or name. For example, use the code #FF0000 to display the red color or simply enter Red.

5.19. Membership Plan Page Text Color

Ensure optimum reading experience for your customers with membership plan page text color customization. To do this, type in the color code or name in the field and you are done.

After making changes in the general settings of the membership plugin. Save Changes.

Admin can customize the single product page through the shortcodes that are provided in this space. These membership shortcodes are in action for:

• Membership Action Shortcodes
• Membership Registration Shortcodes
• Membership Plans Shortcodes
• Membership Template Shortcodes

Admin has a variety of shortcodes that can be pasted on the product page and customized according to their requirements. To access the shortcodes:

Go to Dashboard > WP Swings > Membership for WooCommerce > Membership Shortcodes

1- Membership Action Shortcodes

• Buy Now: This shortcode only returns the buy now button. Use it as [wps_membership_buy_now].
• No Thanks: This shortcode only returns the no thanks button.  Use it as [wps_membership_no].

2- Membership Registration Shortcodes

• Membership Registration Form: This shortcode returns the registration form of the Membership plan. Use it as [wps_membership_registration_form]

3- Membership Plan Shortcodes

• Membership Plan Title: This shortcode returns the title of the Membership Plan. Use it as [wps_membership_title_name]
• Membership Plan Price: This shortcode returns the price of the Membership Plan. Use it as [wps_membership_price]
• Membership Plan Desc: This shortcode returns the description of the Membership Plan. Use it as [wps_membership_desc_data]

4- Membership Template Shortcodes

• Membership Plan Template: This shortcode returns the template of the Membership Plan. Use it as [wps_membership_plan_template]

How to create membership plans with shortcodes?

Step 1: Go to Dashboard 

Step 2: Click on Pages

Step 3 : Create a New Page or you can simply click on Add New

Step 4: Enter the Shortcodes according to your membership plans.

For Example: If your membership has three plans, what you can do is use the reference of the format mentioned below:

[wps_membership_plan_template plan_id1=153 plan_id2=140 plan_id3=104 ]

Check the plan ids you want to enter in the shortcodes

• Go to Membership > All Membership Plans

• Click on the Eye Icon to check the Plan Id

After clicking on the icon, a window will pop up with the plan ID as well as other details. As shown in the image below:

From here you can get your Plan Id.

After using the shortcodes the format of plans will look like the given image below.

The API Settings enable merchants to utilize Membership APIs to provide data related to active membership plans and purchased memberships in a software system or application. To fetch the respective data, you can use an API secret key with parameters.

Enable API Keys: To authorize membership API usage, simply click the toggle button to enable API Keys.

Consumer Secret Key:  For accessing the plugin API, use the Consumer Secret Key, which authenticates requests made to the membership plugin API.

To retrieve specific details such as Membership ID, Name, Type, Price, and Duration from the provided API response, you can perform an HTTP GET request using the consumer_secret key.

Here is an example:

The Retrieve Particular User Membership API response includes information like membership ID, name, price, validity, duration, and status. To make this API request, you need to provide the user_id and consumer_secret as parameters.

For example, this is the response you will receive:

Here you can manage other operations related to your membership program. 

Admin can enable this setting to redirect Users upon registration on their desired page 

1. Enable Setting: Toggle this option to enable the setting.
2. Choose the page for redirection: Here you can select the page where you want to redirect your users after the registration

Admin can enable this setting to show the header and footer on the membership plan page

1. Display the header on the Membership page: Toggle this option to show header on the membership plan page
2. Display the footer on the Membership page: Toggle this option to show footer on the membership plan page

Here is how it’ll look on the frontend

Before enabling the header and footer:

After Enabling header and footer:

Admin can enable this setting to assign a membership to new users upon registration

1. Assign membership to a new user: Toggle this option to enable the setting to assing membership to new users upon registration
2. Choose Membership: Here you can select from your created membership plans which you want to assign to new users.

Admin can enable this setting to give one-time discount coupon for new members, 

Here is how it works, when a new user logs into your website and purchases a membership, they will receive an email containing the specific membership coupon, allowing them to enjoy discounts on their chosen membership plan.

Now let’s see how to set it up.

Create a one-time discount coupon for new members: Toggle this option to enable the feature

Enter Coupon Amount: Here you can enter the coupon discount amount

Set the coupon usage limit: this option allows you to Set the maximum coupon usage limit per user

The membership report section mentions the following details for the admin to get an overview of the membership plans:

1. Membership Plans: Total number of membership plans active on your WooCommerce store.
2. Total Members: Total number of users who signed up for different membership plans
3. Active Members: Total number of users who are actively using different membership plans. 
4. Pending Member: Total number of users who are on pending status for membership approval. 
5. Expired Members: Total number of ex-membership users whose membership privileges have been terminated.

The Email Settings tab allows you to tailor the email’s subject line and content body for WooCommerce membership creation, expiration, and cancellation email. 

To do this, just enter the custom subject line and mail body content in the specified fields and click on Save Button. 

• Subject for Creation Mail
• Mail Body for creation Mail
• Subject for Expiration Mail
• Mail Body for Expiration Mail
• Subject for Cancellation Mail
• Mail Body for Cancellation Mail

After saving the content, these subject lines and mail body contents will be sent to the members with respective emails. The best part is you can change them anytime.

After installing any premium plugin from WP Swings, the admin is given a license key for authorization and smooth running of the plugin. The admin should enter the purchase code of the Membership for the WooCommerce Pro extension for verification.

For activating the license:

Go to Dashboard > WP Swings > Membership for WooCommerce > License > Enter Purchase Code > Validate   

We’ll look at how to add membership plans to your WooCommerce store under this subject. As new WooCommerce items, the membership plans are added. To add your membership plans, go through the following steps:

There are some settings that have to be configured in the product data box for adding an membership as a product to your WooCommerce store. Firstly, select Simple Product as product type.

Now follow the steps:

9.1.1 General Settings

Input the price of your membership under the general settings.

You have to enter the following information:

• Regular Price: The price at which the membership is usually sold on your website.
• Sale Price: The price at which you want to sell your membership.

Press on the Schedule button to set membership plan on the sale price for a specific period of time.

Membership for WooCommerce enables the admin to create multiple membership plans on your eCommerce store and modify their details whenever required. For creating a new membership plan:

Go to Dashboard > Memberships > All Membership Plans > Add Membership Plans

Consequently, the admin needs to fill in these details for continuing to create the membership plans:

Title, Media & Description :

Mention the name of your plan here. For example, Gold plan, Silver plan, Bronze plan, etc. Below this, you can describe your plan and also add media, just like you do on your regular WordPress website post.

Under the Create Plan section, the following details needs to be filled in:

• Membership Plan Amount: It is the amount at which the admin wants to sell his memberships. Mention the membership cost here. 

• Include Memberships: The admin can include multiple membership benefits in a single membership plan. Search and include the membership plans in the box provided.

• Membership Info: Any information related to the membership plan details can be added here. It could be any information that the admin wants to display for the users. Insert membership info in the box provided against the option.   

• Access Type: The admin can provide access to the members here. Select from Lifetime or Limited. In the limited option, there is a choice of days, weeks, months, and years. 

For limited access type, the admin can select days, weeks, months, or years. Additionally, when the admin selects a limited access type, membership subscriptions are stimulated.  

For Creating Membership Subscriptions

• Select limited access
• Select duration in days, weeks, months or years.
• Enable Subscription membership 
• Enter Subscription expiry

Under the offer section, the following details need to be filled in regarding the membership plan offers:

• Offered Products: Select the products you want to offer in the particular membership plans. The admin can add more than one product here.  
• Offered Product Categories: Select the product categories if you want to offer them in the particular membership plan. The admin can add as many product categories they want.
• Offered Product Tags: Select the product tags you want to add in the particular membership plan. The admin can select multiple tags.
• Discount On Products: The admin can apply a discount on the above selected individual products, categories, and tags. Select and input percentage or fixed price discount. 

Under included section, admin needs to fill and select the following details:

Included Pages: Select the pages you want to provide access of content and comments of the page to your membership users.

Included Pages: Select the pages you want to provide access to your membership users. 

Included Products: Select the products you want to include in the membership plan.

Included Product Categories: Select as many product categories for including in the membership plan.

Included Tags: Enter the tags you want to include in the membership plans.

Included Posts: The admin can also include posts in the membership plans. Select and add the posts here.

Include Posts Categories: The admin can select among the available post categories and add them here for the members.

Included Post Tags: All the post tags selected here will be available for the particular membership users.

Accessibility Type: The admin gets to provide accessibility of the membership plans either immediately or specify a time after which the membership plan benefits will be available for the users. Admin can select from days and weeks when specifying time.

Under the membership features section, admin gets the following features:

Discount On Cart: Admin can select the discount on the cart for the included products, categories, and tags section. Select from discount percentage and fixed price.

Allow Free Shipping: Admin can grant the free shipping privilege to the membership users. Slide in this option to enable free shipping for any specific membership plan.   

Hide Products From Non-Members: Slide this option to hide the exclusive offers and posts from the non-members. Only the members of this plan can access and view the deals available.   

Show Notice To Members: Admin can include a notice for membership users. It can be any detail regarding the current plan. Insert your message in the box provided. 

After mentioning all the details, update to publish the membership plan. So, in this way admin can successfully create and publish as many membership plans as he wants All the membership plans will be displayed on your WooCommerce store on the Membership plan tab in the following way. The user can buy membership plans from here itself.

After allowing the free shipping option, the admin can directly manage shipping from the membership features section through the following steps:

• Click Manage Free Shipping.

• Add Membership Shipping in the shipping methods.

• Save changes.
• Admin can edit membership shipping settings anytime.

• Now the shipping methods will also show membership shipping.

For editing any prevailing membership plans, 

• Go to Dashboard > Memberships > All Membership Plans 
• Select plan you want to edit > Make the desired changes in the plans > Update the page.   

For bulk actions,

Go to Dashboard > Memberships > Bulk Actions. The admin has two bulk action options:

1- Edit membership plans
2- Move membership plans to trash

Perform your desirable action, and proceed.

Membership for WooCommerce pro plugin allows the admin to import or export membership plans. 

For exporting membership plans:

• Go to Dashboard > Memberships > All Membership Plans

• On the top, find and click the ‘Export Plans’ option. This will export all your available membership plans into a simple CSV file that you can find in the downloads folder of your system.

For importing membership plans: 

• Go to Dashboard > Memberships > All Membership Plans
• On the top, find and click the ‘Import Plans’ option. Select and upload the file and all your membership plans will be imported with details.  

Please Note While Importing Membership Plans: Admin can import the WooCommerce membership plans and successfully apply this import only if the CSV file products are available in the store. Otherwise, it will fail.

Admin can manually add members and assign details from the WordPress dashboard. To add a new member:
Go to Dashboard > Memberships > All Members > Add New

• Select a user from existing members or add a new one.
• Mention billing details like address, phone number, email & payment method.

• Select Plan from Membership Details section from the existing membership plans of your WooCommerce store. 
• Update status to on-hold, completed, pending & canceled from the Member Actions box.
• Update post. And the member will be added manually.

Under the All Members option, admin can edit the details of membership users. For that:
Go to Dashboard > Memberships > All Members > Edit (Any Member)
Under Edit member section admin can:
1- Edit User profile.
2- View other membership plans of the user.

3- Change billing details of the member.

4- Update the status of the users membership plan.

After making all these changes, the admin can update the page.

Additionally, members will not be assigned roles. Instead, there will be metadata saved and displayed in the user table as member type. You can see it from the admin panel. Go to Users > All Users and see the member type.

The Membership for WooCommerce pro plugin allows the admin to send emails to the members for the following actions:

• Membership plan creation emails
• Membership Cancel emails
• Membership To Expire Email
• Membership Expired email

As far as membership-related emails are concerned, for customizing these emails:

• Go to Dashboard > WooCommerce > Emails
• Navigate to membership action emails.

Select the membership action email where the admin can: 

• Enable / Disable email notifications
• Edit the email heading
• Edit membership email subject    

After editing emails, save changes.So, now you know how to work with the premium extension of the Membership for WooCommerce plugin. If you have any further queries, feel free to contact our support.

In this feature we provide the option of login or signup for guest users. And also send login credentials through the mail.

 Go to Store > Click on Membership Plans > Click on Buy Now

And will be redirected to Cart Page. Bottom of the page you will see the Proceed to Checkout button. Click on it and next page will appear of Checkout fill the details and place the order. 

At the last on Thankyou page you will see the details of the orders with the Login / SignUp First Button.

 The Membership for WooCommerce Pro plugin is compatible with the WordPress Multilingual (WPML) plugin for localization of the Membership for WooCommerce Pro plugin’s strings.

To translate Membership for WooCommerce Pro plugin, extract all strings of the plugin following these steps:

1. Go to WordPress Admin Panel > WPML > Themes and Plugins Localization
2. Scroll down to find the ‘Strings in the plugins’ section.
3. Select the Membership for WooCommerce Pro plugin from the list of plugins.

For translating the strings into a different language click the number of strings present next to the plugin.

You’ll be redirected to a page where all the strings of the plugin are listed. Here, you can translate each string

On this page, you can manually select a string you want to translate. Click on the “+” button that is present next to each string in every row. Click the ‘+’ sign of the language you want to include.

A popup will display in which you can write the translation of the string.

Once you’ve written the translation it will be automatically saved and when the customer chooses a different language they’ll see the translated version of the string.

Membership for WooCommerce Pro is compatible with the Wallet System for WooCommerce allows the admin to accept membership payments via wallet. Users can easily add money to their digital wallet and use it to buy memberships hassle-free.

Users can choose the Wallet Payment option on the checkout page, and pay for the membership using their wallet amount.

If you don’t want your users to pay via wallet system you can restrict it by navigating to the Others Settings Section and enabling the Enable this setting to restrict payment via Wallet option.

The Membership for WooCommerce plugin is compatible with our Subscriptions for WooCommerce plugin, enabling you to sell membership plans and facilitate their renewal using payment gateways supported by the subscription plugin, including the WooCommerce wallet.

Membership for WooCommerce PRO is compatible with High Performance Order Storage (HPOS) Which uses WooCommerce CRUD design to store order data in custom tables to optimize order queries and ensure the smooth workflow of your WooCommerce store.

To Enable HPOS Follow these steps:

Firstly, make sure your WooCommerce version is updated with the latest 8.0. After that navigate to WooCommerce > Settings > Advanced > Features and choose the High Performance Order Storage option for orders.

For more information, refer to the WooCommerce HPOS Documentation

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