user membership plans

Membership for WooCommerce 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.

Key Features of Membership For WooCommerce

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

Let’s See how you can download and install both the free and pro version of the Membership plugin.

Automatic Installation:

Automatic installation is the easiest option handled by WordPress. 

Follow these steps for the installation:

1) Go to the Admin panel navigate to the sidebar click on the ‘Plugins’ menu > ‘Add New’.
2) On the ‘Add Plugins’ page go to the search bar and type ‘Membership for WooCommerce’.

Once you find ‘Membership for WooCommerce’ by WP Swings, you can view the details about it such as the points release, rating, and description. One can install it, simply by clicking “Install Now”

Manual Installation:

The manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. 

The manual installation method involves downloading our ‘ WooCommerce Membership Extension’ and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:

1) Upload the ‘Membership for WooCommerce’ folder to the /WP-content/plugins/ directory.
2) Activate the WooCommerce Membership plugin through the ‘Plugins’ menu in WordPress.

**The best results can be viewed by using the “WooCommerce” standard theme (Storefront). Any third-party plugin might cause conflict with our plugin.**.

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 Membership for WooCommerce from Dashboard, you’ll find a 3-step setup.

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

Note: “If you will not enable and skip this here than you will not get by default plan templates from plugin.”

2. Membership Creation: Mention the membership plan name, 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

Here the admin can customize all the general settings for the plugin.

For changing the general settings of the Membership plugin:

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

6.1) Enable Membership Plans: Toggle this button to enable the Membership Plans

6.2) Delete Data at Uninstall: Toggle this button to enable and automatically delete all the member details and membership data after uninstalling the plugin.

6.3) Show Membership History to User: Toggle this button to 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.”

6.4) Create A User After Payment Done: Toggle this option to allow the creation of users after membership payment is completed. 

No default user shall be created for membership buyers before payment is completed.

6.5) Allow Members to Cancel their Membership Accounts: Toggle this option to allow 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.

6.6) Create Members on Processing Order Status: Toggle this option to create members on Processing Order Status.

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

6.7) Change Buy Now Button Text: Here You can enter custom text to show Instead of “Buy Now”

6.8) 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

6.9) Enable Dark Mode: Toggle this option to enable Dark Mode

Here You can Configure Multiple Membership Settings

1. Enter Plan Name: Enter the name of the membership plans you are creating.

For example Bronze plan, Silver plan, and Gold plan. 

2. Enter Plan Price: Enter the price for the membership plans you are creating. 

3. Set Access Type (Expiry of Plan): Set the expiry of the membership plan. For example Limited, Lifetime. Click on “Create Plan.”

• Select Plan: You can Select a Plan from your created list to restrict non-members.

• Select Products: Here you can select the products to restrict non-members.

• Select Product Categories: Here you can select product categories to restrict non-members.

• Select Product Tags : Premium Here You can select product tags to restrict non-members.

  Note: In this section, whatever the products, categories, or tags you will choose, ONLY MEMBERS can buy these products.

  Frontend Representation – Non-Members:

Add details of a member like-
1. Customer Name
2. Select Plan
3. Name
4. Email
5. Phone
6. Address

You send quick notifications to your members in bulk for fresh offers, membership upgrades, product launches, and more.

1. Enter your email content in the message box.
2. Click on the Send on Send to All Users button.

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 Registration Shortcodes
• Membership Template Shortcodes (PRO)

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

Membership APIs render details about active membership plans and purchased memberships by any user in any software system or application. 

You can use API secret key with parameters to get the desired data. 

Enable API Keys: Click on the toggle button to authorize membership API usage. 

Consumer Secret Key:  You can use this key to get plugin API. It will authenticate requests made to the membership plugin API.

To retrieve the specified data (Membership ID, Name, Type, Price, & Duration) from the provided API response using the consumer_secret key, we can use an HTTP GET request.

GET http://membership-development-site.local/wp-json/wps-mfw/get-user-membership?consumer_secret=<CONSUMER_SECRET>

JSON Response: 

{

  “status”: “success”,

  “code”: “200”,

  “data”: [

    {

      “membership_id”: 76,

      “membership_name”: “Silver”,

      “plan_price”: “15”,

      “plan_validity”: “lifetime”,

      “plan_duration”: “—“,

      “membership_status”: “complete”

    },

    {

      “membership_id”: 78,

      “membership_name”: “Gold”,

      “plan_price”: “20”,

      “plan_validity”: “limited”,

      “plan_duration”: “2 years”,

      “membership_status”: “complete”

    },

    {

      “membership_id”: 80,

      “membership_name”: “Diamond”,

      “plan_price”: “30”,

      “plan_validity”: “lifetime”,

      “plan_duration”: “—“,

      “membership_status”: “complete”

    }

  ]

}

This API response gives membership ID, name, price, validity, duration, & status. 

The parameter for this API request should include user_id and consumer_secret. 

HTTP Request: 

GET http://membership-development-site.local/wp-json/wps-mfw/get-user-membership?user_id=<USER_ID>&consumer_secret=<CONSUMER_SECRET>

JSON response example:

{

    “status”: “success”,

    “code”: “200”,

    “data”: [

        {

            “membership_id”: 76,

            “membership_name”: “Silver”,

            “plan_price”: “15”,

            “plan_validity”: “lifetime”,

            “plan_duration”: “—“,

            “membership_status”: “complete”

        },

        {

            “membership_id”: 78,

            “membership_name”: “Gold”,

            “plan_price”: “20”,

            “plan_validity”: “limited”,

            “plan_duration”: “2 years”,

            “membership_status”: “complete”

        },

        {

            “membership_id”: 80,

            “membership_name”: “Diamond”,

            “plan_price”: “30”,

            “plan_validity”: “lifetime”,

            “plan_duration”: “—“,

            “membership_status”: “complete”

        }

    ]

}

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:

Enable This setting to restrict payments via wallet on the cart and checkout page.

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 Premium

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

Note: To use this feature, please ensure that the membership order status is set to either processing or completed

Frontend Representation:

As you can see in the screenshot below, once the user has obtained the coupon from their mail, they can use it for their favorite products and avail the discount.

Toggle the option to automatically send a welcome email whenever a new member enrolls in a membership plan.

Email Example:

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.

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:

Some settings have to be configured in the product data box for adding a membership as a product to your WooCommerce store. 

Firstly, select Simple Product as the product type. Now follow the steps:

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.

[Video Here – https://docs.wpswings.com/wp-content/uploads/2022/06/video-explaination.mp4?_=1]

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

Here is how you can attach a membership plan:

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

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

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:

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

Title, Media & Description :

[Possible media here]

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 need 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 Premium
  The admin can include multiple membership benefits in a single membership plan. Search and include the membership plans in the box provided.
• Membership Info Premium
  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.

In the Include Section, whatever products, categories, or tags you select will be restricted to members only. This means that only members can purchase these products and access the designated pages.

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

• Included Pages: Premium Select the pages you want to provide access to content and comments of the page 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: Premium Enter the tags you want to include in the membership plans.

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

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

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

• Accessibility Type: Premium 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: Premium 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: Premium 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 entering all the details, click on update to publish the membership plan. 

This way, the admin can successfully create and publish as many membership plans as desired. 

All membership plans will be displayed on the Membership Plans Page on your WooCommerce store in the following format, where users can purchase the plans directly.

Under the points and rewards section, you can assign points to user when a membership is purchased by the user.

• Enable Points Settings: Toggle this to enable points setting
• Enter Points: Enter the Points amount

Points should be assigned only when the status of membership is completed.

Note: To use the assign points feature, it’s necessary to install the Points and Rewards For WooCommerce plugin.

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.

• Click on Add Shipping Method.

• Choose Membership Shipping

• Continue and Save Changes
• Now the shipping methods will also show membership shipping.

For editing any of the membership plans that you have already created,

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

Bulk Actions

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

• Edit membership plans
• 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.

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.

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 / Sign Up First Button.

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

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

In order to translate the Membership plugin, you need to extract all the plugins’ strings. Follow these steps:
1- Go to WordPress Dashboard > WPML > Themes Plugins Localization
2- Navigate to the ‘Strings in the plugins’ section
3- Select Membership for WooCommerce from the list of plugins
4- On the bottom of the page, Click ‘ Scan selected plugins for strings

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 and you can translate each string from here. 

On visiting this page you can manually select a string for translation by clicking on the “+” button next to each string in a row.

A popup will occur 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 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 plugin is compatible with the Points and Rewards for WooCommerce plugin. Admin can customize the points settings while adding a membership plan. This compatibility allows the admin to assign points to users when they purchase a membership. These points can then be used by users for various purposes, including purchasing products and receiving discounts.

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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• Unlocking Exclusive Access: A Guide to Creating Members-Only Content on WordPress

• Subscriptions and Membership: Choosing The Right Business Model

• WooCommerce Membership Case Study (Mayank Bothra)
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