1.Overview

The Membership for WooCommerce Pro is a comprehensive, supportive, and user-friendly premium solution for selling, managing, and creating membership plans. With the comfort of WooCommerce groups and memberships on your eCommerce store, you can collect recurring revenue and give out members-only discounts on selected products. 

Features

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

Plugin Compatibility

Membership for WooCommerce Pro is compatible with a list of plugins:

2.Installation

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

Admin can manually upload the plugin zip file after buying it. For installing 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.

dashboard

3.Plugin Configuration Form

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.   
Enable Membership Plan

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

Include Products in membership

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

Membership plan creation
Note: If you will not enable and skip this here than you will not get by default plan templates from plugin

4.Membership Overview

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

5.General Settings

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:

general settings

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 memberships 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.  

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:  

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

3- Show Membership History to the User 

Admin can enable the visibility of the user history. This way, the user can visit and see their plan history in the membership tab on ‘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

4- Create 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- Allow Your Members to Cancel their Membership Accounts

Admin can enable the option and allow their members to cancel their membership accounts anytime. Once the member cancelled the membership account, he will no more 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.

6- Change Buy Now Button Text

 In the box infront of this option, the admin need to enter the text of Buy Now in the form he wants before making the membership plans live. The phrase you want to use can be Purchase Now, Grab Now, and so on.

To change the text of 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
grab now

And the result will look like this:

change buy now button text

7- 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. 

8- Become Member Button Background Color

In the box enter the color you want for the background of the become 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.

9- Become Member Button text Color

In the box enter the color of the text you want for the become member button like red, blue, green etc. to give 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.

10- Become Member Button border Radius

In the box enter the color of the text you want for the become member button like red, blue, green etc. to give 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 theEnter the border radius of Become Member Button’
  • Click Save.

11- Become Member Button Alignment

In the box enter the position of become member button where you want to place the dynamic button below your product. Button can be placed at left, right, or centre to give your product page 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.

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

6.Membership Shortcodes

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 Plans Shortcodes
  • Membership Template Shortcodes
membership 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 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]

3- 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 

dashboard of membership

Step 2: Click on Pages

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

add new of membership

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

shortcodes of membership

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
all membership plans of membership
  • Click on the Eye Icon to check the Plan Id
eye icon of membership

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

plan id of membership

From here you can get your Plan Id.

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

shortcode new

 

7.Membership Report

The membership report section mentions the following details for the admin to take 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.
Membership Pro Reports
Not only this, membership plugin gives you a report of how many active members there are and when they were active.
membership report

8.License

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 WooCommerce Pro extension for verification. 

For activating the license:

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

license key
Note: If you dont have license code check your order confirmation mail id.

9.Product Settings

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:

add new product

9.1.Product Data

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.
attach membership1

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

9.1.2 Attach Membership

Under the Attach Membership settings, you can configure the following:

  • Select Plan: Select the individual product on which you want to Attach Membership.

product data general settings

 

10.Create WooCommerce Membership Plans

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

create woocommerce 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.

10.1.Create Plan Section

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

Create Plan Section
  • 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. 
access type1

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
subscription membership

10.2.Offer Section

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

Offer section
  • 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. 

10.3.Included Section

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

Included Section

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.

accessibility type

10.4.Membership Features Section

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

Membership Features section

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.

membership plans

10.5.Manage Free Shipping

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.
Membership shipping settings
  • Add Membership Shipping in the shipping methods.
Add membership shipping method
  • Save changes.
  • Admin can edit membership shipping settings anytime.
Membership shipping settings
  • Now the shipping methods will also show membership shipping.
All shipping methods including membership

11.Edit Membership Plans

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.   

11.1.Bulk Action

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.

bulk actions

 

12.Import / Export Membership Plans

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.
export import membership plans

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.  
import

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.

13.Add New Member

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

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

14.Edit Members Details

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.

Membership details

3- Change billing details of the member.

4- Update the status of the users membership plan.

Edit Billing Details of user

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.

User Table

 

15.Membership Emails

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
Membership emails

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.

16.Login/SignUp Option For A Guest User

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.

login signup
Note: If you didn’t get credentials then, either your email is already registered or your mail setup has an issue.

17.WPML Compatibility

 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.
WPML Membership Pro 1

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

WPML Membership Pro 2

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.

wpml

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.

wpml

18.FAQ's

Yes, we have given feature by which you can change the membership plans to vertically as well horizontally too. You just need to use shortcode to design the plans as per your needs.

The Customers get the following important benefits using the Membership For WooCommerce Pro plugin:

  • Customers can avail WooCommerce members-only discounts and regularly get great deals on WooCommerce membership products.
  • Membership users can send direct messages to the admin via my Account Page if they have any issues with their WooCommerce membership plans. 
  • Customers receive members-only emails regarding their plan expiry, transactions, cancel membership plans, etc.
  • Customers can buy the top-level membership plans and gain membership benefits from all other plans.

The admin gets the following important benefits using the Membership For WooCommerce Pro plugin:

  • Admin can sell memberships in a single click and edit them from membership products on the product edit page.
  • Admin can sort membership plans and filter them on the user listing page based on the year.
  • Admin can send out and customize emails for WooCommerce membership plan expiry, completion, and cancellation, etc.
  • Admin can allow members-only discounts in different membership plans on various products.

Yes, Membership For WooCommerce Pro has a shortcode to create download links on the product page for members. The Membership for WooCommerce Pro plugin has an improved set of shortcodes for:

  • Product Page Customization
  • Membership Plans

For those shortcodes, you can check those in the Shortcodes Tab of the Membership For WooCommerce Pro plugin.

Yes, Admin can enable the visibility of the user history from the General Settings of the Membership For WooCommerce Pro plugin. This way, the user can visit and see their plan history in the membership tab on ‘My Account Page’.

If in case user didn't get credentials then only two issues can occur-

  1. Either your email is already registered on the site you are trying 
  2. Your mail setup has an issue

Once you will enable membership plugin, go to frontend of your website you will get separate tab of plugin named “ Membership Plans”

Yes, our plugin Membership For WooCommerce allows you to cancel your membership subscription at any time. If admin has allowed this from the settings of the plugin

Suggest Edit
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