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woocommerce

Coupon Referral Program for WooCommerce

May 2, 2025 by sanjeev maurya

  1. Overview
  2. How This Plugin Works
  3. Installation
  4. Configuration
  5. General Settings
    1. Refer Via Referral Code
    2. Social Sharing
  6. Referral Configuration
    1. Referral Signup Discount For Referrer
    2. Referral Configuration
    3. Referrer Gets Coupon
    4. Referee Gets Coupon
  7. Signup Discount
  8. WooCommerce Referral Coupon Configuration
  9. Display Configuration
  10. Prevent Fraudulent
  11. Referral Report
  12. Referral Management by User Roles
  13. Coupon Data
  14. API
  15. Compatibility With Salesforce Integration With WooCommerce
  16. WooCommerce Points & Rewards
  17. WooCommerce Subscription
  18. HPOS Compatibility
  19. FAQ

1.Overview

Coupon Referral Program for WooCommerce is an extension that is mainly to install a WooCommerce referral program on your site and share discount coupons as a reward. The referral user will earn a discount coupon when they sign up on your store and the users will earn a discount coupon when the referred users place an order, this will help you increase customer loyalty.

2.How This Plugin Works

The Coupon Referral Program for WooCommerce creates a referral program on your online store. Rewarding the referrer and referring customers with online discount coupons. The ultimate referral plugin provides discount coupons on two actions: 

  1. Signup Coupons
  2. Referral Purchase
  • Signup Coupons: When new or referred customers complete the signup process in your store then they get a Signup discount coupon.
  • Referral Coupons: Using the WooCommerce referral plugin, the referrer receives the referral discount coupon, when the referred user registers, places an order, and the order status is marked as completed. 

For Example, Customer A shares the referral link with Customer B. When customer B registers via the referral link, customer B will get the signup discount coupon/points/code. After the registration, whenever customer B places an order and that order status is marked as completed then Customer A will get a referral discount coupon.

To use the WooCommerce referral program, customers have to click on the “Referral Program” button, they’ll see a screen similar to shown below:

invite and earn
If the customer Login, then this screen will get changed: Customers can share referral links from the My Account page:

3.Installation

  1. Download the .zip file of the Coupon Referral Program from your WooCommerce Account.
  2. Go to the WordPress Admin→ Plugins→ Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the extension.

4.Configuration

To configure the WordPress Coupon plugin, click on WooCommerce→ Settings from the left-hand menu, then the top tab “Referrals”. You will see sub-sections there as General, Referral Configuration, Sign up Discount, Coupon Configuration, Display Configuration, Reports, Help, and Support.

5.General Settings

 
  • Enable/Disable the Ultimate Referral Plugin: This checkbox must be enabled for using the features of this Coupon Referral Plugin extension.
  • Referral Key Length: Enter the length of the Referral Key.
  • Set Days to Remember Referrals: With this WordPress referral plugin you can enter the number of days after which the referral program will not recognize any referred users even after they visit your store via a referral link.

5.1.Refer Via Referral Code

  • Enable/Disable: The customer referral program allows customers to refer a friend or their knowns with a WooCommerce referral coupon code. Also, you can find the referral coupon code on the product page as well.   
  • Select The Discount Type: Choose the referral discount value type as Fixed or Percentage.
  • Discount Amount: Admin can set a discount value for the referral code.
  • Enable/Disable Coupon Configuration: The WooCommerce referral plugin lets the admin enable this setting to allow coupon configuration settings applicable to the referral code.

5.2.Social Sharing

  • Enable/Disable Social Sharing: Allow customers to use social networks for promoting and referral link sharing.
  • Social Sharing Options: The admin can enable social sharing on Facebook, WhatsApp, Twitter, and Email.

Note: If you click the Email button, the default email application of your system will be opened for emailing the referral link. You can add your custom email template under this setting

6.Referral Configuration

 
 

6.1.Referral Signup Discount For Referrer

  • Enable/Disable Discount: With the WooCommerce customer referral program, admins can allow their referred users to earn discount coupons on signup.
  • Enter Discount for Referrer: Enter the discount value for discount coupons that will be offered to the referrer. 
  • Referral Discount Type: Select referral discount value type as Fixed or Percentage discount coupons.
  • Discount on nth referral sign-up: Set the number of sign-ups for coupons to the referee by using this WordPress referral plugin. 

 Note: If the set discount value is 10 and the discount type is set as Fixed, then the referee will receive a discount coupon of 10$ on signup. Or if the discount type is set as Percentage, then the referee will receive a discount coupon of 10% on signup

6.2.Referral Configuration

 
  • Enable Discount Coupons on Referral Purchases:  Enable customers (referrers) to get discount coupons on referral purchases.
  • Enable Special Discount Coupon on First Referral Purchase: Using this setting of the Customer referral program, admins can allow the special discount coupon on the first referral purchase to your customers by using the WooCommerce referral plugin.
  • Maximum Number For Referral Orders: Select the maximum number of orders required to be placed by referred users on which the referral discount coupon will be rewarded to the referrer. 
  • Referral Purchase Discount Amount Type: Select the referral purchase discount value type as Fixed or Percentage using the WooCommerce referral plugin.
  • Referral Purchase Discount: Select the referral Purchase discount coupon value.
  • Referral Purchase Discount Type: The referee will get the selected coupon type on the referral purchase.
  • First Referral Purchase Discount: Enter the discount value you want to give your customers, who have referred other users on your site. This discount is applicable on the first referral purchase only.

6.3.Referrer Gets Coupon

Number Of Times The Referrer Gets A Coupon On New Users Joining:  You can enter the number of WooCommerce referral coupons a referee can redeem with the referral for a new sign-up of a customer or a reader.

Minimum order total amount for Referral purchase coupon discount: The admin can set a minimum order total amount for the referral purchase discount. The referrer will get a discount coupon when the referral purchase happens, for example:- User A refers to User B. User B makes a purchase( must be greater than field value). then user B gets the coupon.

Note: If the set discount value is 10 and the discount type is set as Fixed, then the referrer will receive a discount coupon of 10$ on referral purchases. Or if the discount type is set as Percentage, then the referrer will receive a discount coupon of 10% on referral purchases.

6.4.Referee Gets Coupon

The number of times the referee gets a coupon on a new user joining: By using this setting of the WooCommerce referral plugin you can limit the number of coupons a referee can redeem by making WooCommerce referrals for new user signups.

7.Signup Discount

signup discount
  • Enable/Disable Discount: Admin can enable users to earn a discount coupon on signup.
  • Select Users: WooCommerce customer referral program enables the admin to allow a discount coupon on signup to “All users” or “Only Referred” Users.
  • Enter Discount: Set a discount value for signup discount coupons.
  • Signup Coupon Type: The WooCommerce referral plugin allows you to select the discount type for the set discount value.

Note: If you have set the discount value as 10 and selected the Fixed discount type, then the users will get a discount coupon of 10 dollars. But if you have selected the discount type as Percentage, then the users will get a signup discount coupon of 10% on signup.

8.WooCommerce Referral Coupon Configuration

  • Individual Use Of Coupon: Admin can restrict the use of referral reward coupons in conjunction with other discount coupons by using this WordPress referral plugin.
  • Free Shipping: Admin can also offer free shipping coupons to users. A free shipping method must be enabled in your shipping zone and must be set to “require a valid free shipping coupon”.
  • Exclude Sales Items: Admin can restrict the use of discount coupons on items that are on sale. Per-item coupons will only work if the item is not on sale. Per-cart coupons will only work if there are items in the cart that are not on sale.
  • Enter Coupon Length: Choose the length of your discount coupon code.
  • Coupon Expire Days:  Select the days after which the discount coupons are not applicable.
  • No. of Times A Coupon Can Be Used: The admin can decide the number of times a discount coupon can be redeemed.
  • Add Prefix on Coupon: Admin can add a prefix of their choice on their coupon codes.
  • Minimum Spend: Set the minimum spend limit on which discount coupons can be applied by the user.
  • Maximum Spend: Set the maximum spend limit on which discount coupons can be applied by the user.
  • Include products: Select the products that you want to include in your coupon referral program.
  • Exclude Products: Select the products that you want to exclude from your coupon referral program.
  • Include Categories: Admins can select the categories that you want to include in your coupon referral program. 
  • Exclude Categories: They also get a chance to exclude certain categories, that they want to exclude from the customer referral program. 

9.Display Configuration

Display Configuration
  • Enable/Disable: The WooCommerce referral plugin allows the admin to display the referral system program pop-up button on their store.   
  • Enable/Disable Animation: Enable this checkbox if you want animation over the referral button. 
  • Button Text: The admin can edit the display text on the Referral Program Button.
  • Button Color: Select a color scheme for the referral program button.
  • Custom CSS: The eCommerce referral plugin allows the admin to use custom CSS to change the appearance of the referral program button according to their choice. Also, the admin can add the custom template code, here, for the custom referral link template.
  • Select Position: Admin can decide the position of the referral pop-up button and use this shortcode [crp_popup_button] to display the pop-up button anywhere on their WooCommerce store. 
  • Select Pages: Admin can select pages of the store on which they want to display the referral program button. 
  • Pop-up Image: The admin can set the referral program pop-up image by using this WordPress referral plugin. 
  • Use this shortcode for the referral link: Using the given shortcode: [crp_referral_link], you can display the referral link anywhere at your convenience.
  • Use this shortcode for the referral code: Using the given shortcode:[crp_referral_dashboard], in the latest update of our Coupon Referral Program plugin, you can now display the referral dashboard on any page. You can also customize the text for the same referral dashboard.
  •  Use this shortcode for the customer referral dashboard: Using the given shortcode: [crp_referral_tab], you can now display all your referral codes in a dedicated WooCommerce referrals tab on any page.
  • Referral Tab Text: Under this setting, you can customize the text that would appear in the referral tab on your front end.
  • Signup Popup text: Using this setting of the WooCommerce referral plugin, you can customize the text that appears on the modal window by clicking the “Referral Program” button on the front end. NOTE: If you leave this field blank, the default popup text will be displayed in the popup window as shown below.
  • Referral Link Redirection: Utilizing this setting of the WooCommerce customer referral program, admins can now decide where they want to redirect the referral link. The referral links can either be redirected to the shop page the “My Account” page or the home page. The admin will just have to add the link in the blank field.

 

  • Enable/Disable New Layout: The admin will get a chance to select whether he wants to go ahead with the new layout or proceed with the default old one. 
  • Layout Color: The admin has full flexibility to change the color of the selected layout. 

Frontend Representation Of The Layout –

10.Prevent Fraudulent

Prevent Fraudulent
  • Enable/Disable: Using this setting, you can enable email restrictions for disposable emails. 
  • Add allow email domains for signup: By using this eCommerce referral plugin you can mention all the email domains you want to allow sign-ups for, separated by a comma. This assists you in preventing disposal emails from signing up on your WooCommerce store.
  • Enable/Disable Matching Email: By enabling this setting the admin can prevent the guest user from using a referral coupon, if the billing email is checked against any previous orders, and it is found that there is a match. Then the applied referral coupon code will be automatically removed. 
  • Enable/Disable IP Address Restriction For Signup/Registration: By enabling this setting, the plugin will check if the user signing up or registering already exists by analyzing the IP address, this prevents the admins from any fraudulent activities. 

11.Referral Report

After the successful installation and activation of the Coupon Referral Program, a new section named Referrals will be added to the WooCommerce Reports where the admin can see the performance of their WooCommerce referral program.

The referrals report includes the coupon referred details like – 

  • Name of the Referrer
  • User Email
  • Referred Users
  • Total Utilization
  • No. of Coupons

Further, you can also check the coupon details by clicking on “View Coupon Details”.

This report shows the following details:

  • Coupon
  • The date on which the Coupon was created
  • Coupon expiry date
  • Event
  • Referred Users
  • Usage Count

Additionally, you can export and download all the data in a CSV file by clicking on “Export CSV”

export csv

This report shows the following details:

  • User Name
  • Email of the User
  • Referred Users
  • Total Utilization
  • Number of Coupons 

Moreover, you can send referral reminder emails to the user by clicking on “ Referrals”.

 

12.Referral Management by User Roles

Referral Management by User Roles

With this feature of the WooCommerce coupon referral program, admins can select user roles for each type of discount be it user sign up, referral user sign up, referral user sign up discount for referrer, and referral user purchase discount for referrer. The admins can leave the fields blank by default (i.e. no user roles specified). This helps the admins to segregate the discounts between users of different categories.

  • User Signup Discount: Admin can determine the user role for the user signup discount. For example, whether he wants the customer to get the user discount or the subscriber. 
  • Referral User Signup Discount: In the same way he can also determine which user will get the referral user sign-up discount. 
  • Referral User Signup Discount for Referrer: Similarly, admins can determine or select the particular user roles, who will get the referral user signup discount for the referrer.
  • Referral User Purchase Discount for Referrer: The same goes for the referral user purchase discount for referrer. 

NOTE: It is important to note that after you set the user role for specific types of discounts, only the user belonging to that role will get those discounts. Admins can leave the field blank, for the default settings.

13.Coupon Data

The admins can update the details related to specific coupons by utilizing this setting.

  • Discount Type – Admin can implement a percentage discount or a fixed discount on the curated coupons. 
  • Coupon Amount – Enter the amount of discount that your customer will get upon using this coupon. 
  • Free Shipping – Enable this setting if the admin wants to allow “free shipping” to their customers. 
  • Coupon Expiry Date – Specify the date after which the created coupon will expire. 
  • Attach Free Item – The admin can mention which product he/she want to add as a “free item” when the customer utilizes the coupon.

14.API

a class=”mwb-image-popup” href=”https://docs.wpswings.com/wp-content/uploads/2025/05/API.png”>api

The API tab enables you to generate API keys for Referral Marketing Plugin . This allows external apps to retrieve all of the referral data from the site.

 

You must generate a REST API consumer key with READ permission in WooCommerce from the Advanced->REST API->Add key section

 

The generated REST API Key allow you to retrieve all of the referral data from the site. 

 

Base URL to get all referral data : {site_url}/wp-json/wps-crp/v1/get-referrals

 

Example : http://wordpress.local/wp-json/wps-crp/v1/get-referrals

 

Parameters Required : {consumer_secret}

 

JSON response example:

 

{

“status”: “success”,

“code”: 200,

“data”: [

{

“id”: “1”,

“user_name”: “admin”,

“user_email”: “[email protected]”,

“referred_users”: 1,

“utilize”: 0,

“no_of_coupons”: 2,

“coupon_data”: “[{“coupon_code”:”q9o6a”,”coupon_amount”:”10″,”usage_count”:0,”event”:”Referral Signup”}]”

},

{

“id”: “2”,

“user_name”: “user”,

“user_email”: “[email protected]”,

“referred_users”: 0,

“utilize”: 0,

“no_of_coupons”: 1,

“coupon_data”: “[{“coupon_code”:”qfwqb”,”coupon_amount”:”10″,”usage_count”:0,”event”:”Signup Coupon”}]”

}

]

}

15.Compatibility With Salesforce Integration With WooCommerce

Compatibility With Salesforce Integration With WooCommerce

WooCommerce referral program is compatible with Salesforce Integration for WooCommerce, the admins can map details related to the coupon details. This functionality works against two fields: user and order. The parameter covered under this compatibility is referred user (to determine whether the user is referred or not). 

The admin can either “add a new field” or use an “existing field” to map a field to map these details.

16.WooCommerce Points & Rewards

WooCommerce Points & Rewards

The Coupon Referral Program can be integrated with the WooCommerce Points & Rewards, the plugin that allows the admin to offer points instead of coupons as referral rewards on referral sign-up, referral purchase, and referee sign-up.

  • Enable/Disable: Enable offering points instead of discount coupons. 
  • Enter Bonus Points for Referral Signup: The admin can offer reward points to the referrers when their referred users complete the signup process. 
  • Enter Points For Referral Purchase: Enable referrers to earn reward points when their referred users make purchases. 
  • Enable Referral Signup Points For The Referee: Enable the referred users to earn reward points upon completing the signup process. 
  • Enable/Disable: Admin can choose to hide the coupon referral section in the front end.

For example: If this setting is disabled, then the front end would look similar to that in the image below.

If the WooCommerce Points and Rewards are enabled with this setting then the coupons will not be visible on the front (as shown in the image below)
 
 
 

17.WooCommerce Subscription

The coupon Referral Program is compatible with the WooCommerce Subscription plugin to reward the subscribers of your store.

Settings for the WooCommerce Subscriptions,

    • Enable/Disable: Admin can allow customers to apply referral coupons for renewing product subscriptions. 
    • Apply Coupons: There are two different methods to apply the coupon to the renewal of recurring payments.
      1. All Coupons: The Admin can allow customers to use all types of coupons for product subscription renewals.
      2. Allow Customers to Choose: The admin can allow customers to redeem a selected coupon for the renewal of their subscription products.
  • Enable/Disable Discount for First Renewal Only: The admin can enable/disable for first renewable only. After enabling this feature, the coupon will be applied on the first renewal. 

Give coupon discount when the referred customer paid after the free trial ended, 

  • Enable/Disable: Admin can allow customers to apply referral coupons for “free trial”  product subscriptions. After enabling the settings, the user can get the discount coupon on the first recurring payment after the free trial is over
  • Discount Coupon Amount: Enter the discount coupon amount. 
  • Discount Coupon Type: The admin can also select between “Fixed” or “Percentage”, for the discount type. 

 

To start the subscription on their store, firstly you need to create a subscription product.

After successfully purchasing the subscription product, your customers can apply the coupons on the renewal order under the subscription.

Click on the ‘Apply Coupon’ button, your customer will be able to apply the coupons for the recurring payment.

The popup window of available coupons will be displayed when the admin allows single usage of the coupon for the recurring payments otherwise all the coupons apply automatically.

18.HPOS Compatibility

Coupon Referral Program 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

19.FAQ

Can we manage referrals based on user roles?

Yes, you can manage the referral according to user roles and you will find a separate tab under referral settings to manage referrals based on user roles.

Do we have the option to select a page where we want to redirect a user who uses a referral link?

Yes, we have this option in our plugin where you can select the page where you want a user to be redirected using a referral link.

 

For this: Go to plugin settings> Under Display configuration tab > Go to referral link redirection setting. From here you need to copy the page link where you want to redirect the user

Can we set the minimum order amount for the referral purchase discount coupon?

Yes, we have the option to set a minimum order amount for referral purchase discount coupons.

For this: Go to plugin settings>Referral configuration>Under Refer Gets Coupon section you will find the setting to set minimum order amount for referral purchase discount coupon.

Can we reward coupons when the referred customer paid after the free trial ended?

Yes, we have this feature to reward referred customers with coupons when they pay after the expiration of their free trial but for this, you must have downloaded the WooCommerce subscription plugin to find this setting

Till how many numbers of orders placed will be giving our customers the “Discount Coupon”?

You can easily set this by visiting “WooCommerce→ Settings→ Referrals→ General Referrals→ Required no of Orders”.

Can my users share his/her Referral Links to Facebook?

Yes, of course, please go to “WooCommerce→ Settings→ Referrals→ Social Sharing→ Enable Settings.

Can the Referred User get something just on Registration/Sign Up?

Yes, If the setting has been enabled “WooCommerce→ Settings→ Referrals→ Sign Up Discount→ Enable Settings” then all your customers would be rewarded with the discount coupon.

I use the Referral Link and register one new customer with that but still the Referee is not rewarded with any of the Discount Coupons. Am I missing something?

Please make sure the newly registered user has placed the order too, only then will the referee get the discount coupon.

Suggest Edit

Filed Under: WooCommerce / WordPress Tagged With: woocommerce

Track Orders for WooCommerce

July 19, 2023 by sanjeev maurya

search_image
  1. Overview
  2. How to Download The Order Tracker Plugin?
  3. Installation
    1. Order Tracker [FREE]
    2. Order Tracker [PRO]
    3. License Activation
  4. How Customers Can Track Orders
  5. General Setting
  6. Track Order
  7. Twilio Sms Integration
  8. Custom Order Status
  9. Multiple Shipping Templates
    1. WooCommerce Shipping Templates - [Free]
    2. WooCommerce Shipping Templates
  10. Track Order With Google Maps
  11. Shipping Services
    1. FedX Integration
    2. USPS Integration
    3. Canada Post Integration
  12. Enhance Tracking
  13. Global Settings
  14. Auto Update Order Status
  15. WooCommerce Order Tracker Theme Compatible
  16. FAQ’s
  17. Helpful Resources!!

1.Overview

Track Orders for WooCommerce is a tracking tool designed to offer your customers the best product tracking experience. With multiple integrations, you can allow customers to track their orders from anywhere in the world from trusted sources like Canada Post, USPS, 17track.net, and other 3rd party shipping providers.

Watch: How to Setup dvance Shipment Tracking?

https://youtu.be/gtzdmJwM534

 

Key Features of  Track Orders For WooCommerce:

  • Display icons instead of text for order statuses in the order table.
  • Allow tracking orders using the order ID only.
  • Support for third-party tracking services like FedEx, USPS, Canada Post, etc.
  • Ability to export orders as CSV files.
  • Send email notifications for order status updates.
  • Provide tracking information with Google Maps integration.
  • Custom Order Status: Allow users to create and use their own custom order statuses.
  • Four new tracking templates for different visual options.
  • Shortcodes to create an Order Tracking page and a Tracking Form.
  • Popup box for customers to easily track their orders.
  • Integration with the 17track.net tracking service.
  • Custom order status options for bulk actions.
  • Multiple shipping services using company names and URLs.
  • Notify customers with payment links for pending payment orders.

2.How to Download The Order Tracker Plugin?

To Download the Org Version of the plugin:-

navigate to the WordPress page of Track Orders for WooCommerce, and click on the Download button.

track orders for woocommerce org plugin

To download the premium order tracker plugin that you purchased please follow the below steps:- Premium

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

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

3.1.Order Tracker [FREE]

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 ‘Track Orders For WooCommerce’.


Once you find ‘Track Orders 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”

track orders search on backend

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 Order Tracking Extension’ and uploading it to the web server via their favorite FTP application. 

 

The steps for manual installation are as follows:

1) Upload the ‘Track Order for WooCommerce’ folder to the /WP-content/plugins/ directory.
2) Activate the WooCommerce Order Tracking 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.

3.2.Order Tracker [PRO]


Automatic Installation:

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. 

install track order

The steps are as follows :

1) Download the zip folder of the plugin Track Orders For WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file

2) Once downloaded, install the Track Orders For WooCommerce Pro plugin by browsing and activating it.

Note: Visit the Login page to create your account before completing your purchase.

Manual Installation: 

The manual installation of the WooCommerce Order Tracking  plugin is another option. To install the plugin to your WordPress environment. 

The manual installation method involves downloading our Track Orders For WooCommerce Pro Extension and uploading it to your web server via your favorite FTP application.

 

The steps are as follows :

(i) Kindly, upload the Track Orders for WooCommerce Pro folder to the /wp-content/plugins/ directory.

(ii) Activate the Track Orders for WooCommerce Pro plugin through the ‘Plugins’ menu in WordPress.

Note: Before activating the Track Orders For Woocommerce Pro, you should have the Track Orders For WooCommerce – WordPress plugin otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

[Download Zip]

3.3.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

license activation

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section 

 

4.How Customers Can Track Orders

Customers have to navigate to the My Account > Order Section and click on the Track Orders button to view the shipping progress. 

 

The Track Orders has two sections; one for showing order details and another for tracking progress.

track order section

Following a successful order, the tracking process will mirror the given example. Even in situations involving returns or reversals, customers retain the ability to retrieve order tracking details.

5.General Setting

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

General Settings with template section

 

1) Enabling the Plugin:

After activating the plugin, you need to enable it to start using its features. You can do this by toggling the Enable Plugin option in the General Settings section. This ensures that the plugin is fully operational and ready to be configured according to your needs.

General Settings Tab

2) Order Tracking Using Order ID:

Enable the Order Tracking Using Order ID setting to allow customers to track their orders using just the order ID. This simplifies the tracking process by requiring only the order ID, making it easier for customers to access their order status. 

Order Tracking Using Order ID

3) Allowing users to export Orders:

To enable logged-in users to export all their orders, simply toggle the Allow Users to Export Orders setting. This feature provides users with the ability to download and save their order history directly from their account.

Allow users to export Orders

Users can conveniently export all their orders from the “My Account” section. 

4) Allow Guest Users to Export Orders:

To enable guest users to export their orders without logging in, toggle the Allow Users to Export Orders (Guest Users) setting. This feature makes it convenient for guest users to download and save their order details without the need for an account.

Allow Users to Export Orders Guest Users
Front End Representation: 
front end guest user

5) Use Icon Instead of Text:

Enable the Use Icon Instead of Text setting to display an icon in place of regular text for the order status in the order table. This option provides a visual representation of the order status, making it easier for users to quickly identify the status of their orders.

Use Icon Instead of Text in track order

6) Send Email Notifications for Order Status Change:

Enable the Send Email Notifications setting to automatically send email notifications to users whenever their order status changes. This feature keeps users informed and up-to-date with the progress of their orders, enhancing their overall experience.

Front End Representation: 

Email Notifications for Order Status Changes

Backend Representations: 

Send Email Notifications for order tracker

7) Email Notifications Templates: Premium 

With the Pro version of the plugin, you can access multiple email notification templates and select the one that best aligns with your brand identity.

Email Notifications Templates

8) Enable QR Redirection Feature: Premium

Enable the QR Redirection Feature to share a QR code along with the email notifications. This QR code, when scanned, will redirect the user directly to the tracking page, providing a quick and convenient way for users to access their order status.

QR Code Redirection

9) Enable the DHL Tracking: Premium

Enable this option if you want to integrate the DHL Tracking into your website; you’ll

Need the DHL API key, which you can grab from here 

Paste the API key in the box, customize your template color, template text color, and upload your tracking logo, and save the settings.

dhl tracking setting

To use this DHL tracking feature, open any order from WooCommerce Orders, and enter your DHL tracking code. 

order tracking number dhl

And then on the right section click on update. After updation your users will see a DHL Tracking button on their orders section under My Account. 

front end order tracking button DHL

They can click on it to see the DHL tracking template with all the details 

dhl tracking template with shipment log

6.Track Order

In the Track Order Section, the admin can enable the order tracking, and select and create custom order status if required.

track orders settings  

Enabling Custom Order Status

In the Track Order section, you have the option to enable Custom Order Status to tailor customer order statuses beyond the default options like Approval, Processing, and Shipping. This feature allows you to create and manage additional custom statuses that better fit your specific order workflow.

enabling custom order status

Enabling the Use of Custom Order Status

Toggle the Enable the Use of Custom Order Status option to add and utilize custom order statuses for various stages of the WooCommerce delivery process.

There are three order statuses:

  1. Approval Stage: During this phase, the administrator designates an order status that signifies the order is pending approval.
  2. Processing Stage: In the “Processing” step, you have the option to choose an order status that indicates the order is currently being prepared for shipping, offering customers reassurance about the progress.
  3. Shipping Stage: When the order reaches the “Shipping” stage, you can opt for the appropriate order status to show that the order is now in transit for delivery.

Click on the corresponding drop-down and select the order statuses for each stage.
Click on the Save Settings button.

Set relevant order statuses for every stage to elevate the WooCommerce shipping tracking experience for your customers.

shipping stage in track order

Enabling the “Track Your Order” Popup: Premium

Activate the Track Your Order functionality within a pop-up box by enabling this setting. This feature allows customers to conveniently monitor the progress and status of their orders directly through a designated pop-up interface, enhancing their user experience by providing quick and easy access to order tracking.

Enabling the "Track Your Order" Popup

Customers can interact with this popup by using the track order button located in the Orders tab of the My Account section.

Enabling Shortcode to Create a WooCommerce Order Tracking Page: Premium

Activate the Shortcode to Create WooCommerce Order Tracking Page feature by using the shortcode [wps_create_tracking_page] This shortcode allows you to easily add an Order Tracking page anywhere on your WooCommerce store, providing a dedicated space for customers to track their orders.

It fulfills two objectives: for logged-in users, it will display their “My Account” page; for guests, it will showcase a tracking form. These track-order shortcodes ensure a seamless experience for both types of users.

Enabling Shortcode to Show Track Order Form: Premium

Activate the Shortcode to Show Track Order Form feature by using the shortcode [wps_track_order_form]. This versatile shortcode allows you to implement a Track Order Form anywhere on your site, making it accessible to both logged-in users and guest users for convenient order tracking.

Enabling the Option to Send a Payment Link on Pending Status: Premium

Enable the toggle button for Send Pay Link on Pending Status to automatically send a payment link when an order is in a “Pending” status. This feature sends an email notification to customers with a link that allows them to proceed with payment for orders awaiting confirmation, facilitating a smoother payment process.

Send Pay Link on Pending Status

Lastly, save your settings to finalize your changes. Our WooCommerce tracking plugin helps you simplify your order delivery steps, improving customer satisfaction with proper product tracking.

Enabling the Option to Send a Payment Link on Changing Order Status: Premium

Enable the toggle button for Send Pay Link on Changing Order Status to automatically send a payment link whenever the order status changes. This feature ensures that customers receive a payment link in response to updates in their order status, streamlining the payment process as orders progress through different stages. 

 

7.Twilio Sms Integration

In the Premium version of Track Order For WooCommerce You can connect your Twilio account to send custom messages to users 

Twilio Sms Integration - Premium Version

Navigate to the Track Orders Tab, and fill in the mentioned fields

Twilio API SID: Enter Your Twilio API SID which you can get after creating your account on Twilio

Twilio API Token: Enter Your Twilio API Token 

Twilio Sending Number: Enter Your Twilio Sending number which you can obtain from your Twilio account

Enter Message: Here you can enter a content message that you want to send to your customers. 

Plus, you can also use placeholders like {customer}, {order-id} and {tracking-url} to to fill the values dynamically 

8.Custom Order Status

You can introduce sub-stages relevant to your order delivery process in our WordPress Tracking Plugin 

Custom Order Status

 

Reminder: The order fulfillment process is broken down into segments, such as approval, processing, and shipping. Order statuses, on the other hand, show the specific developments made throughout each of these order-processing steps.

To create custom WooCommerce shipping status, follow these steps:

  • Click on the Create Order Status button.
  • Insert an order status name and default image of the order status.
  • Select the template to show on the custom order status
  • Click the Save Settings button.

Custom Order StatusTo add your created Custom Order Statuses:

  • Click on the Custom Order Statuses dropdown.
  • Type or scroll down and select the order status you want.
  • Finally, click on the Save Settings button. 

9.Multiple Shipping Templates

With Track Orders for WooCommerce, you gain access to multiple template options. You can select any of these templates to display to your users.

9.1.WooCommerce Shipping Templates - [Free]

WooCommerce Shipping Templates - Free Version

Users will be shown a new template like this below – 

WooCommerce Shipping Templates - Free Version

 

9.2. WooCommerce Shipping Templates

With The Pro version of the Track Orders Plugin, You get 4 additional templates along with the 3 templates in the free version  

 WooCommerce Shipping Template 1

To apply a template, just click the Activate button. If you’re curious about the appearance of the WooCommerce track and trace templates, you can simply press the Preview button. 

10.Track Order With Google Maps

The Track Order With Google Maps feature is a reliable addition to your product tracking service as it enables customers to monitor their orders in real-time through seamless integration with the Google Maps API. 

Track Order With Google Maps

Important Tip: Keep your Google Maps API Key secure and avoid sharing it publicly. 

Enabling Google Maps for Order Tracking: Activate the toggle to enable integration between WooCommerce Order Tracker and Google Maps.

Google Maps API Key: Use a valid Google Maps API Key. If not, follow Google’s instructions to generate one. Simply grab your API key from developers.google.com and add it.

Enter Order Production House Address: Type the location of your order’s production facility, which will serve as the starting point for tracking the order’s journey.

Enter the Addresses of Order Transit Locations:  As your order moves through various places, you can include each address to monitor its journey precisely.

Click on the “ADD ADDRESS” button and enter the address of the transit location one by one. 

Finally, click the Save Settings button.

Customers can track their orders from the Order section on the My Account Page. 

Track Order With Google Maps

11.Shipping Services

The delivery tracking plugin allows seamless integration of third-party tracking APIs to enhance order tracking capabilities. 

11.1.FedX Integration

The delivery tracking plugin allows seamless integration of third-party tracking APIs to enhance order tracking capabilities. Follow the steps below to enable FedEx Shipment Tracking API and set up the necessary credentials. 

FedX Integration in track orders

Enable Third-Party Tracking API:  Active thirty-party tracking by enabling the toggle. 

Enter the Shop Address: Put in the physical address of the location from which your shipment will depart. 

Enable FedEx Shipment Tracking: Enable the toggle to use FedEx Shipment Tracking API. 

Enter Your FedEx User Key: Provide your FedEx User Key in the specified field. To get the key, you need to have a FedEx developer account. 

Enter Your FedEx User Password: Fill in the password of your FedEx developer account. Provide Your FedEx Account Number. 

Enter the unique account number assigned to your FedEx account. 

Enter your FedEx Meter Number: FedEx uses the meter number to permit your shipping meter and pull your negotiated shipping rates. 

Customers will discover a tracking link or choice in their order confirmation email or within their user account. 

By selecting the tracking link, customers can access the current status and whereabouts of their FedEx shipment in real-time.

11.2. USPS Integration

Enable USPS Shipment Tracking API: Enable this option will authorize the use of USPS APIs for WooCommerce shipment tracking.

USPS Username: Enter your name associated with the USPS account.

USPS User Password: Enter your USPS account password.

Afterward, you can successfully connect your Order tracker for WooCommerce with the US Postal Service.

11.3.Canada Post Integration

Enable Canada Post Shipment Tracking API: Enable shipment tracking with Canada Post API.  

Canada Post Username and Password: Enter the username and password of your Canada Post Account, allowing an effortless shipping tracking system. 

Enable 17track.net: Enable the toggle button to allow users to locate their WooCommerce orders using 17track.net. 

Finally, click on the Save Settings button to implement the changes

12.Enhance Tracking

The Enhance Tracking tab contains options for multiple shipment tracking companies. Moreover, it allows you to introduce as many order-tracking options for your customers as you want. 

enhance tracking

Enhance Tracking: Click on the toggle button to allow advanced tracking options.

Select the Shipping Companies You Want: The available options for shipping companies include DHL, USPS, UPS, IMEX, InTrac, and many more, as we are now supporting more than 200+ carriers.

To select a tracking provider, simply click their checkbox.

Add a Shipment Tracking Company: Enter the name of the shipping company and their tracking page URL and click on the add button to add a new shipment tracking provider.

Lastly, save your changes. 

To use these carriers, open any order from the WooCommerce Orders section.

canada post tracking on order page

On the top right section, choose your courier company from the options you have selected before, and enter your tracking number. 

Finally, update the order.

Now you customer will see the tracking number on their orders page, and they can click on the number to track their order from the carriers webpage.

order section live tracking

13.Global Settings

The Global Settings Tab allows you to customize your order tracking pages using custom CSS and Javascript 

global settings in track orders

Main Wrapper Class of Theme: Here you have to mention the main wrapper class of your theme, For example, .wps_main_class

Child Wrapper Class of Theme: Here you have to mention the main wrapper class of your theme, For example, .wps_child_class

Tracking Order Page Global CSS: Here you can write your CSS code and it’ll reflect on the Tracking Order page

Tracking Order Page Global JS: Here you can write your custom javascript code to customize the behavior of the Tracking Order Page.

14. Auto Update Order Status

Auto Update Order Status feature allows you to automate the transition of order statuses based on predefined conditions. 

This simplifies WooCommerce order management by automatically updating statuses after a specified delay.

Navigate to the plugin settings and open the Auto Update Order Status tab.

new-auto-update-order-status.

 

Add a new condition by specifying:

  • Initial Status: The current order status that triggers the automation (e.g., “Processing”). 
  • Target Status: The status to which the order will transition (e.g., “Completed”).

Save and Activate:

  • Save Changes.

The system will then monitor orders and transition their statuses 2 minutes after entering the specified initial status.

15.WooCommerce Order Tracker Theme Compatible

Our Order Tracking plugin is compatible with a wide range of WordPress themes, making it suitable for any website. 

  • Flatsome – Multi-Purpose Responsive WooCommerce Theme
  • Visual Composer – Free WordPress Website Builder
  • Elementor – Create, Manage, and Host your Website
  • WC Vendors – A Modern WordPress Theme
  • DIVI Theme – The Ultimate WordPress Theme

Want some other theme compatibility? Contact Us

16.FAQ’s

How do my customers track their orders using the WooCommerce Order Tracker Plugin?

You can simply enable the feature of track order from woocommerce-> settings->track your order->enable checkbox of Enable Track Your Order Feature.

How does the WooCommerce Order Tracker Plugin used as shipment tracking with FedEx?

If you are using FedEx shipping services to deliver the package to your customers, and you want to provide the status of the package to your customers. Don’t worry, WooCommerce order tracker provides an easy way simply go to WooCommerce-> settings-> track your order-> enable api-> enable the check box for FedEx API and enter your details.

Do these order status update manually or automatic?

In WooCommerce, when an order is placed, you have to change the order status manually but if you are using a third-party integration then there is no need to change the order status manually because the status will change automatically by the shipping services company.

How does the WooCommerce Order Tracker Plugin used as shipment tracking with Canada Post?

If you are using Canada Post shipping services to deliver the package to your customers, and you want to provide the status of the package to your customers. Don’t worry, WooCommerce order tracker provides an easy way simply go to WooCommerce->settings->track your order->enable api-> enable the check box for Canada post API and enter your details.

 

17.Helpful Resources!!

  • How Can Order Tracking Process Improve Customers Purchasing Frequency?
  • How to Setup WooCommerce Order Tracking in Your Online Store?
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: status and order tracking, track order woocommerce, woocommerce, woocommerce track order page, wordpress

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

August 21, 2021 by sanjeev maurya

  1. Overview
  2. How to download the premium plugin?
  3. Installation
  4. Plugin Configuration Form
  5. Membership Overview
  6. General Settings
  7. Membership Settings
  8. Membership Shortcodes
  9. API Settings
    1. Active Membership Plans API
    2. Purchased Memberships By Any User API
  10. Other Settings
    1. Redirect User Upon Registration
    2. Show Header and Footer on Membership Plan Page
    3. Assign Membership upon Registration
    4. One-time Discount Coupon For New Members
    5. Membership WhatsApp Integration
  11. Membership Report
  12. Email Settings
  13. License
  14. Product Settings
    1. Product Data
  15. Create WooCommerce Membership Plans
    1. Create Plan Section
    2. Offer Section
    3. Included Section
    4. Membership Features Section
    5. Manage Free Shipping
  16. Edit Membership Plans
    1. Bulk Action
  17. Import / Export Membership Plans
  18. Add New Member
  19. Edit Members Details
  20. Membership Emails
  21. Login/SignUp Option For A Guest User
  22. WPML Compatibility
  23. Compatible With Wallet System For WooCommerce
  24. Compatible With Subscription For WooCommerce
  25. WooCommerce HPOS Compatibility
  26. FAQ's
  27. Helpful Resources!!!!
  28. Case Study

1.Overview

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. 

https://youtu.be/NBC-7H-mkG4

Features

Glancing at the premium features of our WooCommerce membership plugin, they include:

  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

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

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

2.How to download the premium plugin?

To download the premium plugin which you purchased please follow the below steps:-
1. Go To https://wpswings.com/my-account
2. Visit Orders Section
There you will get a License code and a Premium purchased plugin zip file
Download and use it on your website by activating it
Note: You need to have Free and Pro Both plugins in order to use them smoothly

3.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

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.

dashboard

4.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 then you will not get by default plan templates from the plugin

5.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

6.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 Setting

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

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

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.” By enabling this setting they can also see the newly added membership dashboard

Show Membership History t

And the result will look like this:

change buy now button text

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.

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.

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.

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

 

 

Template 1

template1

Template 2 

template2

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

dark mode

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. 

Show Discount Offer

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.

7.Membership Settings

add membership setting

6.1. Add Plan

  • Enter Plan Name: Enter the name of the membership plans you are creating. For example Bronze plan, Silver plan, and Gold plan.
  • Enter Plan Price: Enter the price for the membership plans you are creating. 
  • Set Access Type (Expiry of Plan): Set the expiry of the membership plan. For example Limited, Lifetime.
  • Click on “Create Plan.”

6.2. Membership Restriction

Membership restriction
  • Select Plan: You can Select a Plan from your created list for restricted members. 

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

6.3. Purchasing Discount Offer

Purchase discount order offer
  • Select Plan: You can select a plan from the list you’ve created for a discount offer.

Note: In this section, whatever products, categories, or tags you choose, Members will get a DISCOUNT on these products.

6.4. Content Restriction

content restriction
  • Select Plan: You can choose a plan from your created list for restricted content.

Note: In this section, whatever pages you select, ONLY MEMBERS can access them.

6.5. Add Member

add woocommerce members

Add details of a member like-

  • Customer Name:
  • Select Plan:
  • Name:
  • Email:
  • Phone:
  • Address:

6.6. Send Message to Members 

send message to membership

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. And click on the Send on Send to All Users button.

8.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 Registration Shortcodes
  • Membership Plans Shortcodes
  • Membership Template Shortcodes
membership shortcode

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 

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 the plan ID as well as other details. As shown 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

 

9.API Settings

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.

membership api

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.

API Details

9.1.Active Membership Plans 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:

membership offers api

9.2.Purchased Memberships By Any User API

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:

membership api details

10.Other Settings

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

restrict wallet

10.1.Redirect User Upon Registration

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

add redirection

10.2.Show Header and Footer on Membership Plan Page

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:

membership header

After Enabling header and footer:

membership footer

10.3.Assign Membership upon Registration

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.

assign membership

10.4.One-time Discount Coupon For New Members

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

one time discount

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

10.5.Membership WhatsApp Integration

Membership for WooCommerce Pro allows you to send exclusive deals and updates to members at different levels. Simply configure the WhatsApp integration using your Access Token, Phone ID, and Template. Once set up, you can effortlessly send personalized messages to users on specific membership levels in just a few clicks. Members can also choose to receive or disable these notifications.

Read Membership WhatsApp Integration Documentation

11.Membership Report

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.
membership report
Not only this, membership plugin gives you a report of how many active members there are and when they were active.
membership report details

12.Email Settings

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

Email Setting

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
Membership activation

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.

13.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 the 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.

14.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

14.1.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.

https://docs.wpswings.com/wp-content/uploads/2022/06/video-explaination.mp4

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

 

15.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.

15.1.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

15.2.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. 

15.3.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

15.4.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

15.5.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

16.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.   

16.1.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

 

17.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.

18.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

19.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

 

20.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.

21.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.

22.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

23.Compatible With Wallet System For WooCommerce

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.

wallet payment

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.

restrict wallet

24.Compatible With Subscription For WooCommerce

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.

25.WooCommerce HPOS Compatibility

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

26.FAQ's

Any possibilities to change the “Buy Now” button text as per users choice?

Yes, admin has authority to change the Buy Now text as per their business needs, use some catchy text to attract customers.

Can I change the format of the membership plans as it does not fits to my website?

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.

What are the features available to the Customers using the Membership For WooCommerce Pro plugin?

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.

What are the features available to the Admin using the Membership For WooCommerce Pro plugin?

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.

Are there also any shortcodes available in the Membership For WooCommerce Pro plugin?

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.

Is there any option in the plugin to show/hide the Membership plans history to the users?

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 user did not receive credentials after signup, what possible errors it can be?

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

From where I can see the membership plugin is active on my website and plans showing properly?

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

Is it possible for the members to cancel their membership accounts at any instant point?

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

Can non-members see offer product prices?

Yes in our pro version non members can see offer prices. To do so just enable the setting for show prices

Can we customize or add CSS of our own for membership plan page?

Yes you can now do this, we will provide input field to customize text color and background colors of your own

Can we make changes in the email content as admin dynamically?

Yes we have given option for admin to setup the subject and body according to their needs and change it smoothly.

27.Helpful Resources!!!!

  • Grow Your Business With These 7 Membership Pricing Models 2022

  • Guide To Create A WooCommerce Membership Website

28.Case Study

  • WooCommerce Membership Case Study (Mayank Bothra)
  • Membership for WooCommerce Case Study (Fielderz) 
Suggest Edit

Filed Under: WooCommerce / WordPress Tagged With: member, Membership, membership for woocommerce, membership plugin, Memberships, user registration, woocommerce, WooCommerce Membership, wordpress membership

Subscriptions for WooCommerce Pro – Recurring Revenue, Sell Subscription Products and Services

July 19, 2021 by sanjeev maurya

  1. Overview
  2. How to Download Premium Plugins and Find License Number?
  3. Compatible Plugins
  4. Installation
  5. WooCommerce Payment Gateway Compatible
  6. General Settings
    1. Enable/Disable Subscriptions
    2. Add to Cart Text
    3. Place Order Text
    4. Cancel Subscription
    5. Enable log
  7. Advance Settings
    1. Allow Customers To Select Subscription Expiry Date
    2. How Can Customers Set Subscription Expiry Interval (Frontend)?
    3. Enable Automatic Retry Subscription On Failed Attempts
    4. Enter The Number After Certain Failed Attempts Subscription Will Be Cancelled
    5. Ability To Pause The Subscription For a Certain Time By Customer
    6. Ability To Start Paused Subscription By Customer
    7. Ability To Accept Manual Payment For Subscription
    8. Ability To Send ‘Subscription Is Going To Expire’ email notification
    9. Enter The Number Of Days Before Subscription Expire Email Send
    10. Ability To Upgrade/downgrade Variable Subscription
    11. Upgrade And Downgrade Button Text
    12. Ability To Accept Prorate Sign-up Fee Upgrade/Downgrade Variable Subscription
    13. Ability To Accept Prorate Price On Upgrade/Downgrade Variable Subscription
    14. Ability To Start Subscription From the Certain Date of the Month for Subscription
    15. Manage Prorate Amount During Upgrade/Downgrade Subscription
    16. Ability To Take Renewal Subscription Payment From The Certain Date
    17. WooCommerce Subscriptions Prorate Amount for Certain Date of Month Subscription
    18. Ability To Allow The Customer To Add Multiple Subscriptions In Cart
    19. Allow Shipping Cost On Subscription Products
    20. Allow Multiple Quantity on Subscription Products
    21. Allow Start Date On Subscription Products
    22. Enter The Number of Days Before Which You Want To Send The Recurring Payment Reminder
    23. Multisafe Payment Gateway
  8. API Settings
  9. Assigning Subscriptions To Simple Product
  10. Assigning Subscriptions To variable Product
  11. Subscription for Bundle Products
  12. Subscriptions Settings
    1. Subscription Per Interval
    2. Subscription Expiry Interval
    3. Initial Sign-Up Fees
    4. Free Trial Interval
    5. Choose Subscriptions Start Date
    6. Enable Subscription Certain Date of Month
    7. Unlimited Subscription
  13. Settings For variable product
  14. Membership Discounts for Subscription Products & Services
  15. Subscriptions Table
  16. Manage WooCommerce Subscriptions Emails
  17. Subscriptions Coupons
  18. Show Related Subscriptions Table On Thank You Page
  19. Subscription Renewal Order Refund
  20. One Time Subscription
  21. WPML Compatibility
  22. License
  23. Feedback and Suggestions
  24. FAQ's
  25. Helpful Resources
  26. Case Studies

1.Overview

Subscription for WooCommerces Pro enables you to efficiently manage your eCommerce store by giving customers an option to subscribe to your products and services. In this manner you can avail recurring revenue with a complete subscription plan management.

Features

Let’s take a quick glance at the features of the WooCommerce Subscriptions Pro plugin: 

  1. Create subscriptions for variation types, simple and virtual products
  2. Set subscriptions plan start date at any time of the month
  3. Automatic retrial and cancellation of subscription plan
  4. Upgrade or downgrade subscription plans by users
  5. Automatic email on subscription renewal failure
  6. Exclusive coupon types
  7. Pause subscription plans
  8. Email notifications for reminders
  9. API of course for details on a mobile app
  10. Export active subscriptions 
  11. Handle subscription proration
  12. Support multiple subscriptions
  13. Sell membership subscriptions
  14. Additional advanced subscription settings
  15. Multiple secure payment gateways compatible
  16. Compatible with the latest WC/WP and WPML
  17. Subscriptions for WooCommerce Pro also support the Manual subscription Order creation. You can create manual subscriptions and assign them to users.

    Checkout the manual subscription orders documentation

https://www.youtube.com/watch?v=IUn8EhnrjQw

 

2.How to Download Premium Plugins and Find License Number?

To download the premium plugin and get the license number that you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account
  2. Visit The Orders Section

There you will get a License code and a Premium purchased plugin zip file

Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Compatible Plugins

With Subscriptions for WooCommerce plugin, you can also use additional plugins for enhanced features: 

  • Sell subscription products with membership discounts and include subscription services under membership plans using compatible plugins, Membership for WooCommerce 
  • Allow users to buy subscription products using a wallet amount using Wallet System For WooCommerce – WordPress plugin &  Wallet System For WooCommerce Pro
  • Allow the application of gift cards on purchase of subscriptions using Ultimate Gift Cards For WooCommerce
  • Allow users to use points to pay partial or full amounts while buying subscriptions and earn points on subscription renewals using the Points and Rewards for WooCommerce (Free) and Points and Rewards for WooCommerce Pro. 
  • Compatibility with WooCommerce Product Bundles allows you to sell subscription bundles.
  • Subscriptions for WooCommerce Pro is also compatible with multisite.

Subscriptions for WooCommerce Pro is also compatible with multisite.

4.Installation

Note: Before activating the Subscription for WooCommerces Pro, you should have the Subscriptions For WooCommerce – WordPress plugin Otherwise, it will not work.

You can download it directly from here:

Download Zip

Manual Installation :

WooCommerce subscription plugin accepts Manual installation includes uploading the desired plugin to the web server via your favorite FTP application after downloading it.

For manually installing WooCommerce Subscriptions Pro, follow these steps:

  • Get the WooCommerce Subscriptions Pro plugin.
  • Unzip the file after downloading the plugin on your system.
  • Upload the unzipped WooCommerce Subscriptions Pro folder to the wp-content/plugins directory.
  • Activate the plugin through the ‘Plugins’ menu in the WordPress admin panel.
  • On activation of our plugin, it will be displayed as a sub-menu under the WP Swings option. 
Subscription for WooCommerce pro Manual Installation

The WooCommerce subscriptions pro plugin is user-friendly and easy to work with. All you need to do now is to go through this document carefully for understanding the related features.

subscription for woocommerce overview

5.WooCommerce Payment Gateway Compatible

Payments Gateways Integration

The Subscriptions for WooCommerce plugin is compatible with WooCommerce payment gateways. It offers both automatic and manual WooCommerce recurring payment options.  

  • WooCommerce Stripe Payment Gateway – WordPress plugin – How to Setup
    Note: We don’t support 3D Stripe
  • Integration with Authorize.net for WooCommerce (Processing API Should be Legacy AIM)
  • Mollie Payments for WooCommerce – WordPress plugin – How to Setup
  • MultiSafepay plugin for WooCommerce – WordPress plugin – How to Setup
  • Payment Plugins for Stripe WooCommerce – WordPress plugin – How to Setup
  • WCFM – Frontend Manager for WooCommerce along with Bookings Subscription Listings Compatible
  • WooCommerce Eway Gateway (Supported in some countries) – How to Setup
  • Authorize.Net Payment Gateway For WooCommerce by Pledge Plugins 
  • WooCommerce Payment Method for Subscription Pro Plugin – How to Setup
  • Integration With WooCommerce PayFast Gateway – How to Setup
  • Integration With PayHere Payment Gateway – How to Setup

PayPal Integration

  • WooCommerce PayPal Payments
  • WPS PayPal Payment Gateway Integration (US users only)
  • WooCommerce PayPal Checkout Payment Gateway – WordPress plugin
  • PayPal Subscription Integration

Kindly Note: PayPal standard will be hidden on new installs

  • If your PayPal is not working properly 

Here are some steps to debug the issue:

  1. Check which PayPal you are using WPS PayPal or Standard PayPal
  2. Check your country and your PayPal account country 
  3. If you are from the USA then move to WPS PayPal and Enable it from the WooCommerce Payment Gateway Section
  4. If not from the USA use standard PayPal and Enable it from the General Setting Tab
  • If you have entered the API key and secret from the PayPal developer and it either says validation failed or comes up with the below error at checkout

 

paypal

Here are some steps to debug this issue:

  1. First, make sure which country you are from or your PayPal account country 
  2. If you are from the US, make sure you are using WPS-PayPal
  3. If not from the US then use Standard PayPal 
  4. Check if the vault is enabled or not – 
  5. To enable Vault, go to your PayPal account settings, and check the screenshot below

Want some other payment gateway integration? Contact Us

 

paypal vault

Manual Payments Gateways

The admin can enable manual payment from the Advanced Settings tab and offer manual payment methods, i.e., Cash on delivery, Direct bank transfer, and Check payments.

 

 

payment method

6.General Settings

Subsequently, after activating the WooCommerce Subscription plugin,

  • Go to Dashboard > WP Swings> Subscriptions for WooCommerce > General Settings.
Subscription for WooCommerce Pro

Now, you can continue with the plugin’s general settings. Before that, you will find an overview section, where you can briefly go through the plugin features.

In the general settings section, the admin can find all the general settings related to the subscription-based products and services. 

6.1.Enable/Disable Subscriptions

It is the admin’s choice to enable or disable subscriptions on simple or variable products. Admin can disable or enable subscriptions facility anytime. 

The steps involved are:

  • Go to Dashboard > WP Swings> Subscriptions for WooCommerce > General Settings > Enable/Disable Subscription 
  • Check or uncheck  ‘Enable/Disable Subscription‘.
enable setting

After enabling the checkbox, click ‘save settings‘. The subscription products or services will now be enabled on your store.

6.2.Add To Cart Text

This option will change the text that appears on the add-to-cart button. Steps to edit the button text are:

  • Go to Dashboard > WP Swings> Subscriptions for WooCommerce > General Settings
  • Insert the desired text to replace, ‘Add To Cart’ text in the text box.
subscription add to cart
  • Save settings.

6.3.Place Order Text

This option will change the text on the place order button. For editing this text: 

    • Go to Dashboard > WP Swings> Subscriptions for WooCommerce > General Settings > Place Order Text
    • Insert the required text to replace the existing one in the ‘Place Order Text’ option.  

place order

  • Save settings.

6.4.Cancel Subscription

Admin can provide the ability to customers to cancel their WooCommerce subscriptions anytime. This way, subscriptions can be canceled not only by the admin but also by the user.

The steps involved are:

  • Go to Dashboard > WP Swings> Subscriptions for WooCommerce > General Settings > Allow Customer to Cancel Subscription
  • Select the checkbox, ‘Allow Customers To Cancel Subscriptions’.
cancel subscriptions
  • Save Changes.

How Can Customers Cancel Subscriptions (FrontEnd)?

The customers can cancel their subscriptions in the following steps:

  • My Account > Subscriptions > Show (Any active subscription plan)
cancel subscription
  • Select the option to cancel this subscription plan.
cancel subscription

6.5.Enable log

For WooCommerce developers and store managers, logs or log files are required. Log files are a collection of events that occur on a particular store that is automatically generated based on specific logging parameters. So, to enable WooCommerce logs,

  • Go to Dashboard > WP Swings> Subscriptions for WooCommerce > General Settings > Enable Logs
subscription enable log
  • Save Settings

7.Advance Settings

The Subscription for WooCommerces Pro Plugin has advanced features where admin can perform other important functions related to subscription products.

7.1.Allow Customers To Select Subscription Expiry Date

The admin can allow users to set the expiry date of Subscription plans. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide the ‘Allow customer to select subscription expiry date’ button.
expiry date set
  • Save Changes.

7.2.How Can Customers Set Subscription Expiry Interval (Frontend)?

When the user shops on your store, he will get an option to select the subscription expiry interval. Here, the admin has set the expiry to be set in terms of days. The admin can set it to weeks, months and years.   

subscription expiry

 

7.3.Enable Automatic Retry Subscription On Failed Attempts

The admin can set automatic retry for subscription plan payments. Thus, ensuring the WooCommerce recurring orders are fulfilled properly. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advance Settings
  • Slide the ‘Enable automatic retry subscription on failed attempts’ button.
automatic retry
  • Save Changes.

7.4.Enter The Number After Certain Failed Attempts Subscription Will Be Cancelled

The admin can set the number of times he wants to rety for his subscription plan payments. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Enter a certain number in the box provided. That will be the number of failed attempts after which the subscription will be canceled.
failed attempts
  • Save Changes.

7.5.Ability To Pause The Subscription For a Certain Time By Customer

Admin can allow users to pause their WooCommerce subscription plans. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advance Settings 
  • Slide the ‘Ability to pause the subscription for a certain time by customer’ button.
pause subscriptions
  • Save changes.

How Can Customers Pause Subscription Plans (Frontend)?  

The admin can To pause the subscription plans, the customer has to:

  • Go to My Account > Subscriptions > Show
pause subscriptions
  • The customer can pause any active subscription plan. Press Pause.
pause frontend
  • After pressing pause, a notification will appear regarding the successful paused subscription plan. 
paused successfully

7.6.Ability To Start Paused Subscription By Customer

Admin can also allow users to pause their WooCommerce subscription plans. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advance Settings 
  • Slide the ‘Ability to start paused subscription by customer’ option.
start pause subscription by customer
  • Save settings.

Note: If the admin has not switched this setting, the user will not be able to reactivate any paused subscription plan. 

How Can Customers Re-Activate Paused Subscription plans?

The customers can reactivate the subscription plan similarly by going to:

  • My Accounts Page > Subscription 
  • Select paused subscription plan > Show
subscription
  • Hit the reactivate button and the subscription plan will be activated again. 
reactivate
  • A notification regarding the successful reactivation will appear.
reactivated successfully

7.7.Ability To Accept Manual Payment For Subscription

Admin can also accept manual payment with Subscriptions for WooCommerce Pro plugin. The payment link will go to the user via email.

For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings 
  • Slide ‘Ability to accept manual payment for subscription’ option.
mannual subscription
  • Save settings.

 

Note: – In manual payment only Stripe and PayPal will work

7.8.Ability To Send ‘Subscription Is Going To Expire’ email notification

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide ‘Ability to send subscription is going to expire email notification’ button.
send subscription
  • Save settings.

7.9.Enter The Number Of Days Before Subscription Expire Email Send

The admin can decide the number of days after which the subscription expiration email shall be sent. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings 
  • Enter the number of days in the box provided.
number of days before subscription expire email send
  • Save settings. You can further customize your email from the emails section of WooCommerce.

7.10.Ability To Upgrade/downgrade Variable Subscription

Admin can allow users to upgrade or downgrade WooCommerce variable subscription plans.  For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings 
  • Slide the ‘ Ability to upgrade/downgrade variable subscription’ option. 
upgarde subscription
  • Save settings.

How Can Customers Upgrade/Downgrade Subscriptions (Frontend)?

Woocommerce Subscriptions function allows users to easily upgrade or downgrade their variable subscription plans in the following steps:

  • Go to My Account > Subscriptions 
  • Select desired subscription plan > Show
account
  • Under the Subscription Order Details, hit the Upgrade/Downgrade option.  
my account
  • Select the desired product for upgrading or downgrading the subscription plan. Customers will be directed to the product where they can upgrade or downgrade their product. 
  • Also, the upgrade/downgrade will be done within the current subscription interval unit. As explained in the next settings.  

Similarly, the customers can upgrade or downgrade any existing active, pending, or paused subscription plans.  

cart upgrade

Downgraded subscription

  1. Allow Only For Same Interval Upgrade/Downgrade Subscriptions

The admin can allow users to upgrade or downgrade subscriptions only for the same interval. This means the user can switch subscriptions in the same interval i.e. days, weeks or months as the current subscription plan. For enabling that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide the ‘Allow only for the same interval in upgrade/downgrade’ option.    
downgrade

Save Settings.

Stop Downgrade Variable Subscription

The admin can stop users from downgrading variable subscriptions on their WooCommerce subscription store. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings  
  • Slide the ‘Stop Downgrade Variable Subscription’
downgrade
  • Save Settings.

Frontend Notification

If a customer tries to downgrade his plans, and the admin has restricted it in the advance settings then a notification will appear on the shop page.

cannot degrade

7.11.Upgrade And Downgrade Button Text

The admin can change the upgrade/downgrade button text. For that: 

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Enter the text you want to replace in the provided box.
upgrade dwongrade button text
  • Save settings. 

Frontend Upgrade Downgrade Button Text

For example, if you change the button text to ‘I want to change my subscriptions’, this is how it would look like. You can change it to another text anytime.

change button text

7.12.Ability To Accept Prorate Sign-up Fee Upgrade/Downgrade Variable Subscription

Admin can allow proration on sign-up fees for upgrading or downgrading variable subscription plans. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advance Settings 
  • Slide ‘Ability to accept prorate sign up fee upgrade/downgrade variable subscription’ option.
prorate subscription
  • Save settings.

7.13.Ability To Accept Prorate Price On Upgrade/Downgrade Variable Subscription

The admin can accept a prorate price when users upgrade or downgrade variable subscription plans. For that: 

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings 
  • Slide the ‘Ability to accept prorate price on upgrade/downgrade variable subscription’ option.
prorate price
  • Save settings.

Note: You can’t change the price after the subscription is made by the user, In case still you want specifically, connect to our support team

7.14.Ability To Start Subscription From the Certain Date of the Month for Subscription

Admin can allow users to start a subscription from any date of the month. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide the ‘Ability to start subscription from the certain date of the month for subscription’
start subscription from certain date of the month for subscription
  • Save settings. 

7.15.Manage Prorate Amount During Upgrade/Downgrade Subscription

The admin can choose to manage subscription proration amount in the following way:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Navigate to the Manage prorate amount during upgrade/downgrade subscription
  • Choose from the following options
  • Extend next payment date
  • Put leftover amount in the user wallet as wallet credit 
manage prorate
  • Save Settings.

Extend Payment Date Notification

extend payment date subscriptions
Put Left Amount In User Wallet Notification
amount in wallet

7.16.Ability To Take Renewal Subscription Payment From The Certain Date

Admin can take the subscription renewal payment from the users on a selected day. The subscription payment will be cut on this day after every subscription interval. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide the ‘Ability to take renewal subscription payment from the certain date’
renewal
  • Save settings. 

Thereafter, the admin can synchronize the payment day from the subscription settings of variable and simple subscription products.

7.17.WooCommerce Subscriptions Prorate Amount for Certain Date of Month Subscription

The admin can decide the types of proration on subscription plans. In this way, the customer pays for their subscriptions based on the time they are using it. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings 
  • Select from the available option under ‘Prorate amount for certain date of month subscription’
prorate amount for certain date of month subscription

1. Charge Prorate Amount for Subscription:

This option is mainly to prorate the first payment. If there is a difference of days between the start of the subscription plan and payment submission day, the admin can decide to take or not take payment for the rest of the days. 

An initial fee based on the days left in the present billing cycle shall be charged from the customer if the first payment is prorated. 

For example, let us assume that a customer takes up a subscription of 30$ per month on the 15th of July. But, the admin calculates the WooCommerce recurring payments from the 20th of every month. In that case, if this option is enabled, the admin can charge (5$) the 5-day amount from the user at the time of sign-up. (As the difference here between 15th and 20th is 5 days) And, from the next 20th the billing cycle will be refined.

Please note, this addition will be made along with sign up fees if any. Admin also needs to allow the feature of ‘enable subscriptions from a certain date of the month’ for this setting.    

2. Do Not Charge Prorate Amount:

If this option is enabled, no prorated amount will be charged from the customers. Merchants will not be able to take payments for the remaining days of the subscription plan.

Taking the same example, if this option is enabled then the customer will pay 30$ for a subscription plan starting from the 15th of this month till the 20th of the next month as the first recurring payment. In short, customers will not pay any fees for the first 5 days and directly pay 30$ next 20th.

3. Charge Prorate Amount For Subscription Even Free Trial:

This option will charge a prorated amount for the subscription plan. It will also include the free trial fees. 

Understanding with the same example, if a 30$ per month subscription plan starts from the 15th and the payment date is the 20th, but the admin has set a free trial of 2 days. Then, the prorated amount will be charged after a 2 days trial.

As in this case, the free trial will end on the 17th. So, customers will have to pay 3 days prorated amount (3$ as the difference between the 17th and 20th is 3 days) at sign-up.   

  • Save settings.

7.18.Ability To Allow The Customer To Add Multiple Subscriptions In Cart

The admin can allow users to add WooCommerce multiple subscriptions to their cart. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide the ‘Ability to allow the customer to add multiple subscriptions in cart’ option.
multiple subscriptions
  • Save settings. 

Multiple Subscriptions In the Cart–Frontend

Customers can add more than one subscription service or product to their cart. For example, 2 have been added here:

multiple subscription

Multiple Subscriptions In the Cart–Frontend

Customers can add more than one subscription service or product to their cart. For example, 2 have been added here:

multiple cart

7.19.Allow Shipping Cost On Subscription Products

Admin can impose shipping tax on subscriptions products and services. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings
  • Slide the ‘Allow shipping cost on subscription products’ option.
shipping cost
  • Save settings.



Here is how you can configure their shipping taxation for WooCommerce recurring orders.

7.20.Allow Multiple Quantity on Subscription Products

The customer can also add multiple quantities of a subscription product or service while they buy a subscription plan. The admin can enable or disable this anytime. For enabling this function:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings  
  • Slide the button to enable adding multiple quantities of subscription products.
multiple
  • Save Settings.

Adding Multiple Quantity On Subscription Products- Frontend 

The customer can add multiple WooCommerce subscriptions to their cart.

multiple subscription

7.21.Allow Start Date On Subscription Products

The admin can set the start date of subscription products and services. The start date will be visible on the subscription product page.

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings  
  • Navigate to the ‘Allow start date one subscription products’ option and switch the button.
start date
  • Save settings. The admin can now display the subscription start date on the subscription product through subscription settings.

NOTE: In This WooCommerce Subscriptions plugin, when you set a start date for a subscription product. The product or service subscription starts from the set date, but the first subscription amount is taken when the order is placed. Subsequently, the recurring payment will be taken from the following payment date after the start date.

For example, a user buys a subscription product of 99$ from your store on 25 January with a start date of 15 February. In this case, the subscription will start from 15 February. Still, the first payment by the user will be made on 25 January itself on the checkout page(including sign-up fees, if any). After that, the next recurring payment of the subscription product shall be taken from the user on 15 March (as set by the admin in synchronization).         

frontend

7.22.Enter The Number of Days Before Which You Want To Send The Recurring Payment Reminder

The Subscription for WooCommerces Pro allows its users to send emails to customers when they are about to deduct the payment. The admin can set a number of days before which they would like to send a reminder email. For that:

  •  Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Advanced Settings 
  • Navigate to the last option, “Enter the number of days before which you want to send the recurring payment reminder” 

recurring reminder

  • Enter the number of days before which you want to send a WooCommerce recurring payments reminder email to the subscriber.
  • Save Settings. You can further customize your email from the emails section of WooCommerce.

7.23.Multisafe Payment Gateway

With WooCommerce Subscriptions Pro, the admin can smoothly use the MultiSafepay WordPress plugin. 

Subscriptions for WooCommerce

Frontend:

payment frontend

8.API Settings

Admin can enable API features from the API Settings.

Subscription API

To enable API feature: 

  • Go to WordPress Dashboard > Subscriptions For WooCommerce > API Settings > Generate and Save Button 
  • A secret key will be generated. 

Get All Subscription List

This API is used to  Get all subscription lists for the admin

HTTP Request.

POST  /wp-json/wsp-route/v1/wsp-view-subscription

curl -X POST https://example.com/wp-json/wsp-route/v1/wsp-view-subscription

-u “consumer_secret: <subscription secret key>”

JSON response example:

{

    “code”: 200,

    “status”: “success”,

    “data”: [

        {

            “subscription_id”: 490,

            “parent_order_id”: “489”,

            “status”: “cancelled”,

            “product_name”: “wpswings-daily-susbcription”,

            “recurring_amount”: “6”,

            “user_name”: “admin”,

            “next_payment_date”: “April 8, 2021 9:09 am”,

            “subscriptions_expiry_date”: “—“

        },

        {

            “subscription_id”: 486,

            “parent_order_id”: “485”,

            “status”: “active”,

            “product_name”: “free trial”,

            “recurring_amount”: “8”,

            “user_name”: “admin”,

            “next_payment_date”: “May 4, 2021 12:42 pm”,

            “subscriptions_expiry_date”: “—“

        },

    ]

}

9.Assigning Subscriptions To Simple Product

Admin can assign subscriptions to variable products and simple products with a single check mark.

Steps for posting any product as a subscription product are as follows: 

  • Go to Dashboard > Products > All Products.
  • Select the product or service you want to assign as a subscription item.
  • Tick the subscription check box. The subscription checkbox will be available for simple products and variable products.
assigning subscriptions to simple product
  • The product or service will now become subscription-based.

10.Assigning Subscriptions To variable Product

For assigning subscriptions to variable products:

    • Go to Dashboard > Products > All Products 
    • Select variable product in product data.
    • Go to variations
  • Select the ‘expand’ option to change subscriptions settings for variable products.
  • Tick the subscription checkbox for enabling subscriptions on variable products. The variable products will now be available for subscriptions.
assigning subscriptions to variable products

11.Subscription for Bundle Products

Our subscriptions plugin is compatible with the WooCommerce Product Bundles for creating subscriptions for bundled products. To do this, follow these steps: 

  • Go to Products >> Add New. 
  • Enter your product details such as name, price, category, tags, etc., in the relevant places.
  • Select Product Type as Product Bundle and go to the Bundled Products tab. 
  • To add new products to your bundle, use the Add product button.
bundle subscriptions

12.Subscriptions Settings

After assigning the subscription to products, the subscription settings option will appear for both simple and variable products.

For directly going to the subscription settings, follow these steps:

  • For simple product- 

  • Go to Dashboard > Products > All Products > Simple Subscription Product > Subscriptions Settings 

Now, the admin can perform several modifications that might differ from product to product.

12.1.Subscription Per Interval

Subscription per interval is when the admin will receive the recurring payment of the subscription-based product or service. Admin can set the interval of regular revenue from this section. It can be after any number of months, days, weeks, or years.   

Steps to edit subscription per interval:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings .
  • The first option in the subscription settings section is ‘Subscription Per Interval.’ Fill in the details.
  • Update these changes.
subscription interval
The streaming service Netflix is a great example of this feature it charges its subscribers on a monthly basis, making sure of a consistent revenue stream for the platform while offering users continuous access to their content library.

12.2.Subscription Expiry Interval

Admin can set for how long they want to provide a subscription to the user. It is the period for which the user will have access to the subscription-based product or service. The payment will then be triggered on the same day every month until the subscription plan expires.  

Steps to set subscription expiry interval are:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings 
  • Navigate to the ‘Subscription Expiry Interval’ just below ‘Subscription Per Interval.’
expiry subscription
  • Update the change.

The subscription expiry interval can be set in months and years.

For example, if the admin has an e-learning website they can set the subscription expiry interval to “6 months” for premium e-learning subscriptions, ensuring users have access for a specified duration before renewal is required, maintaining control over subscription durations.

12.3.Initial Sign-Up Fees

Admin can impose a sign-up fee for subscription-based products. The initial expenses are added once to the recurring subscription payment. 

Steps to set initial sign-up fee are:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate to ‘Initial Sign Up Fees’ and put in your desired amount.  
initial subscription
  • Update the change.

For Example, A language learning app implements an initial sign-up fee of $25 for new users, adding it to their first subscription payment, enhancing revenue while securing the risk of fraudulent activities.

12.4.Free Trial Interval

Admin can offer free trials to the user with the Subscription for WooCommerces plugin. No fee is charged for the free trial period. The recurring payment will begin after the free trial.

To change settings for a free trial:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate to ‘Free Trial Interval’ and set the desired frequency of free trials.
subscriptions free trial
  • Admin can set free trial frequency for days, months, weeks or years. Update these changes.
  • Update the change.

Note: You can set the number of times or limit for a subscription product that can be canceled under the free trial interval. After reaching the limit user can purchase the subscription but will not be able to cancel their free trial subscription.

12.5.Choose Subscriptions Start Date

Admin can choose from what exact date he wants to start the subscription service or product. For that:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate to ‘Choose Subscription Start Date’
start date subscription
  • Set the desired date.
subscription calender
  • Update the change.

Subscription Start Date On Frontend

The subscription plan start date will be visible just above the product description. The start date of the subscription product might be in the next week, month or year. Still, the first payment shall be taken from the customer during the immediate checkout, along with the sign-up fees, if any. After that, the customer will pay the recurring fees in the upcoming week, month or year. 

frontend date subscription

12.6. Enable Subscription Certain Date of Month

Merchants can take renewal subscription payments from a particular day of a week, month or year. The renewal subscription payment from the certain date setting is for a recurring payment cut on the selected day. This means the admin can synchronize days depending upon the subscription per interval, i.e.:

  • Monday, Tuesday, etc. in case of weeks
  • Day1, Day 2, etc. in case of months
  • January, February, etc., in the case of years.    

The recurring payment shall be cut from the subscriber account on this day.

In order to enable subscription plans from a certain date of the month, the admin can enable this feature. 

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Mark the ‘Enable subscription certain date of month’ checkbox   
subscription month

Subsequently, you can select from the day for synchronization of your payments. That is to say, the subscription payment gets credited to the admin account every month, or week on this specific day.  It depends on the subscription per interval you have chosen. It will show days of the week for weeks, and for years, it will show months. 

month synchronization

12.7.Unlimited Subscription

If the admin wants to grant a subscription service forever or unlimited subscription of a product, then

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate ‘Subscription Expiry Interval’ and leave it empty. Do not fill in any details.   

13.Settings For variable product

  • Go to Dashboard > Products > All Products > Variable Subscription Product > Variations > Expand 

The subscriptions settings for variable products are also the same. 

subscriptions variable products

The admin can set:

  • Subscription per interval (months, days, weeks, or years)
  • Sign up fee 
  • Free trial interval (months, days, weeks, or years)
  • Subscription Expiry Interval (months, days, weeks, or years)  
  • Choose start date of the subscription product

Enable subscriptions from certain date of month: Admin has to synchronize 

  • Days of week when subscription per interval is set to week :
subscription per interval is set to week
  •  Days of month when subscription interval is set to months :
subscription interval is set to months
  • Month when subscription per interval is set to years :
subscription per interval is set to years

Pay Now, Start Later:

The start date of the subscription product might be in the next week, month or year. Still, the first payment shall be taken from the customer during the immediate checkout, along with the sign-up fees, if any. After that, the customer will pay the recurring fees in the upcoming week, month or year.

14. Membership Discounts for Subscription Products & Services

Subscription for WooCommerces Pro is compatible with Membership for WooCommerce. Therefore, the admin can also offer membership discounts. Under the description option, you will find the membership discounts.

To offer membership discounts on subscription products and services:

  • Go to Dashboard > Products > All Products > Any Variable Subscription Product > Subscriptions Settings

membership discount

  • Navigate to the Membership Discount section. All active membership plans will be shown here.
  • Enable discount. The admin can enter a different percentage discount for other membership plans in the box provided.
  • Save changes.

15.Subscriptions Table

In this section, the admin will find all the existing subscription plans in his WooCommerce store. All details of individual subscription plans are listed here. 

Admin can:

  • Delete or cancel a subscription plan
  • Search the subscription plan in the search bar by order id
  • Export active subscription plans in a CSV file
  • View subscriptions renewal order.

Details Of Subscription Plans :

For a bird’s eye view of all the subscription plans,

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Subscription Table
  • Admin can note the following fields here:
  • Order
  • Status of the subscription, i.e., active, canceled, or expired
  • Subscription-based product name
  • Recurring amount
  • User name
  • Next recurring payment date.
  • Subscription expiry date

 

subscription table

Deleting Subscription Plans : 

Admin can delete the expired or non-renewed subscription plans.

  • Go to Dashboard > Wp Swings > Subscriptions for WooCommerce > Subscription Table
  • Navigate to ‘Bulk Action’ and click the dropdown. The delete option will appear.
  • Select the subscription plans you want to delete.
  • Click Apply.

Cancelling Subscription Plan :

Both user and admin cancelling subscription functionality is provided in the plugin. For admin, the steps are:

  • Go to Dashboard > Wp Swings > Subscriptions for WooCommerce > Subscription Table
  • Hover over the subscription plan you want to cancel.
  • A cancel option will appear. Click on it, and the subscription plan will be canceled.

Create Instant Recurring Order

You can place instant recurring order for any daily subscription order from the Admin Subscription table. This feature is only available to administrators for testing the payment methods for renewal order.

  • Go to the Subscription Table Tab
  • Hover over the subscription ID column of any daily recurring subscription order. 

And Click on the Create Recurring button.

Export Active Subscriptions :

Admin can export active subscriptions in a CSV file using WooCommerce subscriptions plugin. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > General Settings
  • Navigate and click the ‘Export CSV’ option.
export active subscriptions
  • File will be downloaded on your system. 

Subscriptions Renewal Order :

Admin can also check subscriptions renewal order. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Subscriptions Table
  • Select order you want to check > View Order.

16.Manage WooCommerce Subscriptions Emails

Admin can send emails to users when:

  • Subscription order renewal failure
  • Subscription plan is going to expire
  • Subscription payments have been done
  • Subscription plan has been paused
  • Subscriptions have been resumed
  • Subscriptions have been canceled
  • Subscription recurring payment notification

To manage all these emails, you need to enable the notifications. For that:

  • Go to WooCommerce > Settings > Emails.
subscription email

Here, the admin can manage all the subscription emails:

Recurring Order Renewal Failure Email

You can notify your customers upon the failure of recurring order renewal. An automated email will be sent to the customer reminding them to renew their subscription.

Our subscription plugin relies on the WooCommerce Failed Order notification feature to remind customers on renewal order failure.

Cancelled Subscription Email Notification  : 

This email notification is sent when the subscription is cancelled. For managing cancelled subscriptions email notifications:

  • Go to WooCommerce > Settings > Emails > Cancelled Subscription Email Notification > Manage > Enable
cancel subscription email notification
  • Enter an email address if you want to use an email other than your default email.
  • Enter Subject, and email heading.
  • Save changes.

Expired Subscription Email Notification :

This email notification is sent when the subscription expires. For managing expired subscription email notification: 

  • Go to WooCommerce > Settings > Emails > Expired Subscription Email Notification > Manage > Enable.
expired subscription email notification
  • Enter an email address if you want to use an email other than your default email.
  • Enter Subject, and email heading.
  • Save changes.  

Paused Subscription Email Notification :

This email notification is sent when subscription is paused. For managing paused subscription email notifications:

  • Go to WooCommerce > Settings > Emails > Paused Subscription Email Notification > Manage > Enable.
pause subscription
  • Enter an email address if you want to use an email other than your default email.
  • Enter Subject, and email heading.
  • Save changes.  

Reactivate Subscription Email Notification :

This email notification is sent when the subscription plan is reactivated. For managing reactivate subscription email notification:

  • Go to WooCommerce > Settings > Emails > Reactivate Subscription Email Notification > Manage > Enable.
reactivate subscription email notification
  • Enter an email address if you want to use an email other than your default email.
  • Enter Subject, and email heading.
  • Save changes.  

Manual Renewal Subscription Invoice Email Notification :

This email notification is sent for a manual renewal subscription invoice. For managing that: 

  • Go to WooCommerce > Settings > Emails > Manual Renewal Subscription Invoice Email Notification > Manage > Enable.
manual renewal subscription invoice
  • Enter Subject, and email heading.
  • Save changes.  

Subscription Going To Expire Email Notification :

  • Go to WooCommerce > Settings > Emails > Subscription Going to Expire Email Notification > Manage > Enable.
subscription going to expire email
  • Enter Subject, and email heading.
  • Save changes.

Subscription Recurring Payment Notification 

The admin can send email notifications about the regular recurring payment of subscription products and services. For that:

  • Go to WooCommerce > Settings > Emails > Subscription Recurring Payment Notification> Manage > Enable
recurring payment email
  • Enter Subject
  • Enter Email heading
  • Save Changes.

17.Subscriptions Coupons

The Subscription for WooCommerces Pro enables admin to create exclusive coupons for customers. These coupons can be used by them to avail various discounts. The plugin allows to create coupons for:

  • Initial Sign-Up Fee Discount
  • Initial Sign-Up Fee Percentage Discount
  • Recurring and Product Discount
  • Recurring and Product Percentage Discount.

The admin can provide flat discount or percentage discount on subscription based products or services. For that:

  • Go to Dashboard > Marketing > Coupons > Add New
  • In the Coupon Data section select ‘Discount Type’ from the 4 available options related to subscription coupons.
subscriptions coupons

 

  • Enter Coupon Amount
  • Enter Coupon Expiry Date
  • Publish.

18.Show Related Subscriptions Table On Thank You Page

After purchasing any subscription products, the customer will be shown a related subscription table on the WooCommerce Thank You page. The table will contain details regarding the subscription ID, status, next payment date, and order total.

 

related product on thankyou page

It also features a “Show” button that will redirect the user to their frontend, where they can view their current subscription order.

Note: On the frontend, customer can see their renewal order information under thier Subcription tab. 

19.Subscription Renewal Order Refund

The customer renewal order will be refunded through the payment method that he has used to place the renewal order. Such as if a customer has used a Stripe payment method to place the renewal order, then the order will be refunded through the Stripe payment method.

Refunds will be initiated through the payment method that has been used. This payment method can be  WooCommerce Eway Gateway, Authorize.Net Payment Gateway For WooCommerce, WooCommerce Stripe Payment Gateway, WooCommerce PayPal Checkout Payment Gateway.

20.One Time Subscription

Subscriptions for WooCommerce Pro plugin allows the admin to select and enter the subscription price for one time purchase according to his choice.

For enabling subscription price for one-time purchase in variable product, follow these steps:

  • From the backend, navigate to Products and select the specific product.
  • Click on Variations setting of the product
  • Tick the option Subscriptions Price for One Time Purchase and enter the price for it
one time subscription for variable product.
  • Click on the Save Changes button and finally on Update button

On frontend you will be able to view like this:

frontend one time subscription variable product

Here, you will have to tick on Enable for One Time Subscription optionFor enabling subscription price for one time purchase in simple product, follow these steps:

  • From the backend, navigate to Products and select the specific product
  • Click on Subscription Settings of the product
  • Then, enable the Subscriptions Price for One Time Purchase option and enter the price
one time subscription simple product
  • Finally click on the Update button

On frontend you will be able to view like this:

frontend simple product
Similarly, here you will have to tick on Enable for One Time Subscription option

21.WPML Compatibility

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

To translate the Subscription 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 Subscription for WooCommerces Pro plugin from the list of plugins.
wpml pannel

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.

number of strings

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.

Subscriptions for WooCommerce Pro

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

Subscriptions for WooCommerce Pro
Note: If Translation is not working on your website, You can use loco translate for translation

22.License

The admin needs to enter the purchase code in the License Activation Panel. After purchasing an extension from WP Swings you will get the purchase code of this extension. Please verify your purchase in the box provided so that you can use the feature of this plugin.

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > License > Enter Purchase Code > Validate.
subscriptions license

If you do not validate your license, the plugin will become dysfunctional after 30 days. 

Check the License Activation Steps for more details.

If there is any other query regarding the plugin, do not hesitate to Contact Us.

 

23.Feedback and Suggestions

Didn’t see a feature in the Subscriptions for WooCommerce Pro plugin that you think would be useful? We’d love to hear it. Reach out to our Support and we’ll consider adding it to the future release.

24.FAQ's

You must be logged in to checkout?

Yes, in the subscription plugin, a customer needs to log in first to place a subscription order.

But you can enable the login over the checkout page directly from WooCommerce >> Settings >>Accounts & Privacy >> Enable to Create an Account on Checkout as shown in the below image.

 

Note: Still if you want the same thing, connect to our support team we will do that also

Can admin create subscriptions with variable type products?

Yes, the Admin can create subscriptions with variable type products by using the Subscriptions for WooCommerce Pro plugin.

Can the customers set the expiration date by themselves?

Yes, the Admin can give the permission to the client to set the expiration date of the plans from the advanced setting of the plugin. Then the customers can choose the expiration date of the subscription plans by themselves.

Is there a functionality of automatic retrial of subscription payments on failed attempts?

Yes, the admin can enable automatic retrial of subscription payments on failed attempts from the advanced setting of the plugin backend.

Is the subscription plan cancelled after certain unsuccessful attempts by a user?

Yes, the admin can set the maximum number of failed attempts after which the subscription plan is cancelled from the advanced settings of the plugin backend.

Can admin set the recurring payment for a certain date of the month for any subscription plan ?

Yes, the admin can set a particular date for a month for the recurring subscription payment for a user.

Can a customer pause and reactivate the subscription plan as per their need?

Yes, the admin can allow users to pause and reactivate the subscription plans from the advance setting of the plugin backend.

Is there a functionality to pay manually for a subscription-type product ?

Yes, admin can enable the functionality to pay manually for subscription plans from the advance setting of the plugin backend. For recurring payment, an invoice is sent to the customer through email so that they can make the payment manually.

Can the user downgrade/upgrade the subscription plan for a variable-type subscription product?

Yes, the admin can enable the functionality to allow users to upgrade or downgrade variable product type subscription plans from the advance settings in the plugin backend. 

Is there any functionality to send an email to the user to inform them about the subscription expiration plan before the actual subscription expiration ?

Yes, the admin gets the functionality to send subscription expiration email notifications. Admin can also set the days to send the email before the actual expiration from the advance setting of the plugin backend.

Which payment gateway are compatible with the Subscription for WooCommerce?

Subscriptions for WooCommerce have multiple compatible payment gateways like Stripe, PayPal, Mollie, Authorize.net & more, you can check all the compatible payment gateways over here.

We are getting this message on checkout : “Sorry, it seems that there are no available payment methods for your state.

In this case you must be using wrong payment method. Wrong means the gateway which is not support by the plugin. Please check as we support so may gateways in the pro version and few in free version also

25.Helpful Resources

  1. How To Sell Subscriptions Online on Your Store?
  2. Subscriptions and Membership: Choosing The Right Business Model
  3. How to Setup WooCommerce Subscriptions on Your Store?

26.Case Studies

  1. Lady KickBoxen
  2. NHCloud
  3. World in a Box
  4. Pelote & Balzane
  5. Urdu With Annie
Suggest Edit

Filed Under: WooCommerce / WordPress Tagged With: recurring revenue, subscription, subscriptions, woocommerce, woocommerce subscription based product

Subscriptions for WooCommerce

March 19, 2021 by sanjeev maurya

search_image
  1. Overview
  2. How to Download The Plugin?
  3. Installation
    1. FREE
    2. PRO
    3. License Activation (PRO)
  4. General Settings
  5. Add Manual Subscriptions Order
  6. Subscription Table
  7. Subscription API
    1. Authentication
    2. To Get All Subscription Details
    3. Subscription Cancellation
    4. Subscription Pause
    5. Subscription Reactivate
    6. Get a Particular Subscription Details
  8. Subscription Box
  9. Advance Settings
    1. Subscription Manage by Customer
    2. Failed Renewal Attempts
    3. Email Notification
    4. Variable Subscriptions Upgrade/Downgrade
    5. Renewal Date Synchronization
    6. Manage Subscription Products and Quantities in the Cart
    7. Manage Shipping Cost
    8. Other Settings
  10. Report View
  11. Assigning Subscription To Simple Product
  12. Assigning Subscriptions To variable Product
  13. Subscription for Bundle Products
  14. Subscriptions Settings
    1. Subscription Per Interval
    2. Subscription Expiry Interval
    3. Unlimited Subscription
    4. Initial Sign-Up Fees
    5. Free Trial Interval
    6. Choose Subscriptions Start Date
    7. Enable Subscription Certain Date of Month
  15. One Time Subscription
  16. Settings For variable product
  17. Membership Discounts for Subscription Products & Services
  18. Subscriptions Emails
  19. Subscriptions Coupons
  20. Show Related Subscriptions Table On Thank You Page
  21. Subscription Renewal Order Refund
  22. Manually Update Card Details For Ongoing Subscription
  23. One Time Subscription
  24. Compatible Payment Gateways
  25. Compatible Plugins
    1. PayPal Integration
    2. Common PayPal Integration Issues
    3. Manual Payments Gateways
  26. WPML Compatibility
  27. Payments Gateways Integration
  28. Integration With PayPal Payment Gateway API
  29. FAQs
  30. Feedback and Suggestions
  31. Helpful Resources !!
    1. Blogs
    2. Video
    3. Case Studies

1.Overview

The free Subscriptions for WooCommerce plugin is for those WooCommerce store owners who want to provide their users subscription-based products or services. Any eCommerce store owner can use this free subscription plugin to offer products as subscription products.
Therefore, you can begin to collect recurring payments through your WooCommerce store with the free plugin- Subscriptions for WooCommerce.

https://www.youtube.com/watch?v=2VFyxZl3l-A

Key Features of Subscription for WooCommerces

  • Create subscriptions for variation types, simple and virtual products 
  • Set subscriptions plan start date at any time of the month 
  • Automatic retrial and cancellation of subscription plan 
  • Upgrade or downgrade subscription plans by users 
  • Automatic email on subscription renewal failure 
  • Exclusive coupon types Pause subscription plans 
  • Email notifications for reminders 
  • API of course for details on a mobile app 
  • Export active subscriptions 
  • Handle subscription proration 
  • Support multiple subscriptions 
  • Sell membership subscriptions 
  • Additional advanced subscription settings 
  • Multiple secure payment gateways compatible 
  • Compatible with the latest WC/WP and WPML
  • Subscriptions for WooCommerce Pro also support the Manual subscription Order creation. You can create manual subscriptions and assign them to users.

    Checkout the Manual Subscription Order Documentation

WooCommerce Subscription: How to Create Manual Subscriptions From the Subscriptions Table?

2.How to Download The Plugin?

To download the premium plugin that you purchased please follow the below steps:-

 

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

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

3.1.FREE

There are two ways to install the free Subscriptions for WooCommerce plugin:

  1. 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 ‘Subscription For WooCommerce’.

    Once you find ‘Subscription 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”

add new subscription plugin

2. 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 ‘Subscription For WooCommerce Extension and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:
1) Upload the ‘Subscription For WooCommerce’ folder to the /wp-content/plugins/ directory.
2) Activate the WooCommerce Subscription  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.**

Subscription for WooCommerce

You can download our Subscriptions for WooCommerce plugin directly from here:
                                          Download Zip

Please check out our Premium Version for more enhanced features:
                                        Premium Version

3.2.PRO

Automatic Installation: 

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

upload subscription plugin

The steps are as follows :

1) Download the zip folder of the plugin Subscription For WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file

2) Once downloaded, install the Subscription For WooCommerce Pro plugin by browsing and activating it.

Note: Visit the Login page to create your account before completing your purchase.

Manual Installation: 

The manual installation of the Subscription for WooCommerce plugin is another option. To install the plugin to your WordPress environment. 

The manual installation method involves downloading our Subscription for WooCommerce  Pro Extension and uploading it to your web server via your favorite FTP application

The steps are as follows :

(i) Kindly, upload the Subscription for WooCommerce Pro folder to the /wp-content/plugins/ directory.

(ii) Activate the Subscription For WooCommerce PRO plugin through the WooCommerce ‘Plugins’ menu in WordPress.

Note: Before activating the Subscription For WooCommerce Pro, you should have the Subscription For WooCommerce – WordPress plugin otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

Download Zip

3.3.License Activation (PRO)

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section

4.General Settings

Subsequently, after activating the plugin,

Go to Plugins > Installed Plugins > Subscriptions for WooCommerce > Settings

general settings

Now you are ready to continue with the general settings of the plugin. Before proceeding to the available settings, you will find an overview section, where you can briefly go through the free plugin features.

In the general settings section, the admin can find all the general settings related to the subscription-based products and services.

 

Enable Disable Subscription: Check the tickbox to enable or disable the subscription plugin

Add To Cart Text: Here you can enter the text that you want to show on Add To Cart Button

Frontend Representation:

Place Order Text: Here you can enter the text that you want to show on Place Order Button

Frontend Representation:

Place Order text

Cancelling Subscription: Tick the Checkbox to allow customers to cancel their subscription

Frontend Representation:

Customers can navigate to the My Account > Subscriptions > Show (Any active subscription plan) and click on Cancel Subscriptions

cancel subscription
cancelling subscription
Enable Logs: Tick this checkbox to enable logs for better insights

5.Add Manual Subscriptions Order

With this feature, the admin has full control over subscriptions, including the ability to set the subscription intervals, subscription expiry intervals and add any products to the manual subscription depending upon his choice.

In addition, the admin can select a parent order to access the payment details processed via Stripe or PayPal, ensuring a seamless workflow when the subscription is renewed.

Visit Manual Subscription Documentation

6.Subscription Table

In this section, the admin will find all the existing subscription plans in his WooCommerce store. All details of individual subscription plans are listed here. 

Admin can:

  • Delete or cancel a subscription plan 
  • Search the subscription plan in the search bar by order id 
  • Export active subscription plans in a CSV filePremium
  • Add Manual Subscription OrdersPremium
  • View subscription renewal order and Expiry date

Details Of Subscription Plans :

For a bird’s eye view of all the subscription plans,

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Subscription Table
  • Admin can note the following fields here:
  • Order
  • Status of the subscription, i.e., active, canceled, or expired
  • Subscription-based product name
  • Recurring amount
  • User name
  • Next recurring payment date.
  • Subscription expiry date
subscription table

Deleting Subscription Plans:

Admin can delete the expired or non-renewed subscription plans. 

  • Go to Dashboard >> Wp Swings >> Subscriptions for WooCommerce >> Subscription Table 
  • Navigate to ‘Bulk Action’ and click the dropdown. 
  • The delete option will appear. 
  • Select the subscription plans you want to delete. 
  • Click Apply.

Cancelling Subscription Plan:

Both user and admin canceling subscription functionality is provided in the plugin. 

For Admin, the steps are: 

Admin can cancel the subscription plans. 

  • Go to Dashboard >> Wp Swings >> Subscriptions for WooCommerce >> Subscription Table 
  • Navigate to ‘Bulk Action’ and click the dropdown. 
  • The cancel option will appear. 
  • Select the subscription plans you want to cancel. 
  • Click Apply.

For Users, the steps are:
Customers can navigate to the My Account > Subscriptions > Show (Any active subscription plan) and click on Cancel Subscriptions

 

 

Export Active Subscriptions :Premium

Admin can export active subscriptions in a CSV file using WooCommerce subscriptions plugin. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > General Settings
  • Navigate and click the ‘Export CSV’ option.
export active subscriptions
  • File will be downloaded on your system. 

Change Next Payment Date and Order Total Premium

Admin can change the next payment details and order total by clicking on the update button under the update subscription tab.

 

After clicking on the button a pop-up will appear where you can set the new date and add the new price

Payment Date and Order Total

Subscriptions Renewal Order :

Admin can also check subscriptions renewal order. For that:

  • Go to Dashboard > WP Swings > Subscriptions for WooCommerce > Subscriptions Table
  • Select order you want to check > View Order.

Reactivate Any On-Hold Subscription:

Admin can reactivate any on-hold subscription from the subscription table, just hover over the subscription that is on hold and click on the reactivate button

7.Subscription API

Admin can enable API features from the API Settings.

Subscription API

To enable API feature: 

  • Go to WordPress Dashboard > Subscriptions For WooCommerce > API Settings > Generate and Save Button 
  • A secret key will be generated. 

7.1.Authentication

For authentication you need Consumer Secret {consumer_secret} keys. 

  • Response on wrong API details:

 

{

“code”: “rest_forbidden”,

“message”: “Sorry, you are not allowed to do that.”,

“data”: {

“status”: 401

}

}

7.2.To Get All Subscription Details

  • Base Url to get all subscription: {site_url}/wp-json/wsp-route/v1/wsp-view-subscription 
  • Example: http://rnd.local/wp-json/wsp-route/v1/wsp-view-subscription 
  • Parameters Required: {consumer_secret}

 

JSON response example:

 

{

“code”: 200,

“status”: “success”,

“data”: [

{

 

“subscription_id”: 490,

“parent_order_id”: “489”,

“status”: “cancelled”,

“product_name”: “wpswings-daily-susbcription”,

“recurring_amount”: “6”,

“user_name”: “admin”,

“next_payment_date”: “April 8, 2021 9:09 am”,

“subscriptions_expiry_date”: “—”

},

{

“subscription_id”: 486,

“parent_order_id”: “485”,

“status”: “active”,

“product_name”: “free trial”,

“recurring_amount”: “8”,

“user_name”: “admin”,

“next_payment_date”: “May 4, 2021 12:42 pm”,

“subscriptions_expiry_date”: “—”

},

]

}

7.3.Subscription Cancellation

To cancel a Subscription, you can use this API. To cancel a subscription, the subscription must be active

 

  • Base Url : http://your-subscription-website/wp-json/wsp-route/v1/wsp-update-subscription/subscription_id 
  • Parameters Required : {consumer_secret} {action} 
  • Method Required: PUT

 

Note: {action} required as cancel

 

Json Response example:

 

{

“code”: “subscription_cancel”,

“message”: “Subscription is now cancelled.”,

“data”: {

“status”: 200

}

}

7.4.Subscription Pause

To pause a Subscription, you can use this API. 

 

  • Base Url : http://your-subscription-website/wp-json/wsp-route/v1/wsp-update-subscription/subscription_id 
  • Parameters Required : {consumer_secret} {action} 
  • Method Required: PUT

 

Note: {action} required as pause

 

Json Response example:

 

{

“code”: “subscription_pause”,

“message”: “Subscription is now paused.”,

“data”: {

“status”: 200

}

}

7.5.Subscription Reactivate

To Reactivate any subscription, You can use this API

 

  • Base Url : http://your-subscription-website/wp-json/wsp-route/v1/wsp-update-subscription/subscription_id 
  • Parameters Required : {consumer_secret} {action} 
  • Method Required: PUT

 

Note:  {action} Required as reactivate 

 

Json Response Example:

 

{

“code”: “subscription_reactivate”,

“message”: “Subscription is now reactivated.”,

“data”: {

“status”: 200

}

}

7.6. Get a Particular Subscription Details

To Get details about a particular subscription, You can use this API

 

  • Base Url : http://your-subscription-website/wp-json/wsp-route/v1/view-subscription/subscription_id 
  • Parameters Required : {consumer_secret} 
  • Method Required: PUT

 

Json Response Example:

 

{

“code”: 200,

“status”: “success”,

“data”: [

{

“subscription_id”: “113”,

“parent_order_id”: “112”,

“status”: “active”,

“product_name”: “Hoodie with Zipper”,

“recurring_amount”: “45”,

“interval_number”: “1”,

“interval_type”: “day”,

“user_name”: “admin”,

“next_payment_date”: “May 20, 2025”,

“subscriptions_expiry_date”: “—“

}

]

}

8.Subscription Box

We have introduced the most awaited Subscription Box feature. Using this feature your customers can build their own box with favorite products. They choose items and get regular deliveries—daily, weekly, or monthly—whatever suits them. 

As an admin, you can set flexible pricing based on their picks. It’s an easy, customer-focused way to increase happiness and keep orders coming.

We’ve created detailed documentation for this subscription box feature. Please check it out here

9.Advance Settings

The subscription for WooCommerces Pro Plugin has advanced features that allow the admin to perform other important functions related to subscription products.

subscription advance setting

9.1.Subscription Manage by Customer

subscription manage by customer
Give ability to pause the subscription for a certain time: Toggle This Option to allow customer to pause their subscription
pause subscription
Give ability to reactivate the paused subscription by customer: Toggle This option to allow your customers to reactivate their subscription
reactivate pause subscription
Give Ability to Edit their active subscription: Toggle this option to allow your customers to edit their active subscription
edit active subscription
After clicking on the button a pop-up will appear
subscription

Allow the Time duration for the Subscription cancellation: Toggle this option to allow a specific time duration after a user can cancel their subscription

Enter the number of days after which the user will be able to cancel their subscription: Here you can enter the number of days user will be able to cancel their subscription

Allow customer to choose subscription expiry date: Toggle This Option to allow your customer to choose their subscription expiry date

9.2.Failed Renewal Attempts

Enable automatic payment retry for failed attempts: Toggle this option to set automatic retry for subscription plan payments. Thus, ensuring the WooCommerce recurring orders are fulfilled properly

Enter the number of failed payment attempts: After a certain number of failed attempts, the subscription will be canceled.

9.3.Email Notification

Ability to send subscription is going to expire email notification: Toggle this option to inform your customers that their subscription is going to expire via email

Enter the number of days before subscription expiration email send: Here you can decide the number of days after which the subscription expiration email shall be sent

Enter the number of days before which you want to send the recurring payment reminder: Days before to send emails to customers when you are about to deduct the payment. You can set a number of days before you would like to send a reminder email.

9.4. Variable Subscriptions Upgrade/Downgrade

Variable Subscriptions Upgrade/Downgrade

Give ability to upgrade/downgrade: Toggle this to allow users to upgrade or downgrade subscription plans

Allow Upgrade/Downgrade only with same interval: Toggle this to allow users to upgrade or downgrade subscriptions only for the same interval. 

This means the user can switch subscriptions in the same interval, i.e. days, weeks, or months as the current subscription plan. 

Do not allow Downgrade: Toggle this option to do not allow downgrade to users

Do not allow Downgrade
Upgrade and Downgrade button text: Here you can enter a custom upgrade and downgrade button text, which will show to users
Upgrade and Downgrade button text

Ability to accept prorate price during Upgrade/Downgrade: Toggle this to accept a prorate price when users upgrade or downgrade subscription plans

Note: You can’t change the price after the subscription is made by the user. In case you still want specifically, connect to our support team

Manage prorate price during Upgrade/Downgrade: Admin can choose to manage subscription proration amount in the following way

  • Extend next payment date
  • Put leftover amount in the user wallet as wallet credit 

Here is how the notification will look when you extend the payment date

Here is how the notification looks when you put the left amount in user’s wallet

Ability to accept prorate signup fee during Upgrade/Downgrade: You can allow proration on sign-up fees for upgrading or downgrading subscription plans

9.5.Renewal Date Synchronization

Renewal Date Synchronization

Ability to take renewal payment from a certain date: You can take the subscription renewal payment from the users on a selected day. 

The subscription payment will be cut on this day after every subscription interval

Thereafter, the admin can synchronize the payment day from the subscription settings of variable and simple subscription products.

Prorate price for certain date of month: Admin can decide the types of proration on subscription plans. In this way, the customer pays for their subscriptions based on the time they are using it.

There are 3 options in this setting; below is the detailed overview of those options:

1. Charge Prorate Amount for Subscription:

This option is mainly to prorate the first payment. If there is a difference of days between the start of the subscription plan and payment submission day, the admin can decide to take or not take payment for the rest of the days. 

An initial fee based on the days left in the present billing cycle shall be charged from the customer if the first payment is prorated. 

For example, let us assume that a customer takes up a subscription of 30$ per month on the 15th of July. But, the admin calculates the WooCommerce recurring payments from the 20th of every month. In that case, if this option is enabled, the admin can charge (5$) the 5-day amount from the user at the time of sign-up. (As the difference here between 15th and 20th is 5 days) And, from the next 20th the billing cycle will be refined.

Please note, this addition will be made along with sign up fees if any. Admin also needs to allow the feature of ‘enable subscriptions from a certain date of the month’ for this setting.    

2. Do Not Charge Prorate Amount:

If this option is enabled, no prorated amount will be charged from the customers. Merchants will not be able to take payments for the remaining days of the subscription plan.

Taking the same example, if this option is enabled then the customer will pay 30$ for a subscription plan starting from the 15th of this month till the 20th of the next month as the first recurring payment. In short, customers will not pay any fees for the first 5 days and directly pay 30$ next 20th.

3. Charge Prorate Amount For Subscription Even Free Trial:

This option will charge a prorated amount for the subscription plan. It will also include the free trial fees. 

Understanding with the same example, if a 30$ per month subscription plan starts from the 15th and the payment date is the 20th, but the admin has set a free trial of 2 days. Then, the prorated amount will be charged after a 2 days trial.

As in this case, the free trial will end on the 17th. So, customers will have to pay 3 days prorated amount (3$ as the difference between the 17th and 20th is 3 days) at sign-up.

9.6.Manage Subscription Products and Quantities in the Cart

Manage Subscription Products
Ability to allow the customer to add multiple quantity subscription in cart: Toggle this to allow users to add multiple quantity of subscriptions to their cart
Ability to allow the customer to add multiple quantity subscription

Ability to allow the customer to add multiple subscriptions in cart: Toggle this to allow users to add multiple of subscriptions to their cart

Customers can add more than one subscription service or product to their cart. For example, 2 have been added here:

 add multiple subscriptions in cart

9.7.Manage Shipping Cost

Allow shipping cost during checkout only

Allow shipping cost during checkout only: Toggle this option to charge shipping cost on subscription products during checkouts

Allow Shipping Costs for Renewals: Toggle this option to charge shipping costs on renewal orders

9.8.Other Settings

Ability to checkout with BACS, COD and Cheque Payment Gateways: Toggle this option to allow your users to checkout via manual payment gateways like BACS, Cash on Delivery and Cheque

Allow start date on subscription products: Toggle this to  set the start date of subscription products and services. The start date will be visible on the subscription product page

NOTE: In This WooCommerce Subscriptions plugin, when you set a start date for a subscription product. The product or service subscription starts from the set date, but the first subscription amount is taken when the order is placed. Subsequently, the recurring payment will be taken from the following payment date after the start date.

For example, a user buys a subscription product of 99$ from your store on 25 January with a start date of 15 February. In this case, the subscription will start from 15 February. Still, the first payment by the user will be made on 25 January itself on the checkout page(including sign-up fees, if any). After that, the next recurring payment of the subscription product shall be taken from the user on 15 March (as set by the admin in synchronization).

10.Report View

A new detailed report view has been added to display key subscription data. The report includes metrics such as Total Subscription Sales, Top Subscribed Products, Total Renewals, Canceled Subscriptions, Renewed Subscriptions, and Monthly Renewal Revenue. The data is available in both graph and table formats for easy reference and analysis.

subscription report

11.Assigning Subscription To Simple Product

Subscriptions for WooCommerce is a free plugin that allows the admin to assign simple products as subscription items. Steps for posting any product as a subscription product are as follows: 

  • Go to Dashboard > Products > All Products.
  • Select the product or service you want to assign as a subscription item.
  • Tick the subscription check box. The subscription checkbox will only be available for simple products.
  • The product or service will now become subscription-based.

12.Assigning Subscriptions To variable Product

For assigning subscriptions to variable products:

    • Go to Dashboard > Products > All Products 
    • Select variable product in product data.
    • Go to variations
  • Select the ‘expand’ option to change subscriptions settings for variable products.
  • Tick the subscription checkbox for enabling subscriptions on variable products. The variable products will now be available for subscriptions.
assigning subscription to variable product

13.Subscription for Bundle Products

Our subscriptions plugin is compatible with the WooCommerce Product Bundles for creating subscriptions for bundled products. To do this, follow these steps: 

  • Go to Products >> Add New. 
  • Enter your product details such as name, price, category, tags, etc., in the relevant places.
  • Select Product Type as Product Bundle and go to the Bundled Products tab. 
  • To add new products to your bundle, use the Add product button.
bundle subscriptions
Note: Please ensure that prices are added only to product bundles and not to the individual products within the bundle.

14.Subscriptions Settings

After assigning the subscription to products, the subscription settings option will appear.

subscription settings

To directly go to the subscription settings, follow these steps:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings 
  • Now, the admin can perform several modifications that might differ from product to product.

14.1.Subscription Per Interval

Subscription per interval is the interval when the admin will receive the WooCommerce recurring payment of the subscription-based product or service. Admin can set the interval of regular revenue from this section. It can be after any number of months, days, weeks, or years.  

The steps to edit a subscription per interval are as follows:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings 
  • The first option on the subscription settings section is ‘Subscription Per Interval.’ Fill in the details.
  • Update these changes.
Subscriptions per interval

14.2.Subscription Expiry Interval

Admin can set for how long they want to provide a subscription to the user. It is the period for which the user will have access to the subscription-based product or service. The payment will then be triggered on the same day every month until the subscription plan expires.

The steps to set subscription expiry interval are:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings 
  • Navigate to the ‘Subscription Expiry Interval’ just below ‘Subscription Per Interval.’
  • Update the change.
Subscription expiry interval

14.3.Unlimited Subscription

If the admin wants to grant a subscription service forever or an unlimited subscription to a product, then

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate ‘Subscription Expiry Interval’ and leave it empty. Do not fill in any details.   

14.4.Initial Sign-Up Fees

Admin can impose a sign-up fee for subscription-based products. The initial expenses are added to the recurring subscription payment.

The steps to set the initial sign-up fee are:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate to ‘Initial Sign Up Fees’ and put in your desired amount.  
  • Update the change.

Initial signup fees

14.5.Free Trial Interval

Admin can offer free trials to the user with Subscriptions for WooCommerce free plugin. No fee is charged for the free trial period. The recurring payment will begin after the free trial.

To change settings for a free trial:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate to ‘Free Trial Interval’ and set the desired frequency of free trials.
  • Admin can set free trial frequency for days, months, weeks, or years.
  • Update the change.

subscription free trial interval

14.6.Choose Subscriptions Start Date

Admin can choose from what exact date he wants to start the subscription service or product. For that:

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Navigate to ‘Choose Subscription Start Date’
start date subscription
  • Set the desired date.
subscription calender
  • Update the change.

Subscription Start Date On Frontend

The subscription plan start date will be visible just above the product description. The start date of the subscription product might be in the next week, month or year. Still, the first payment shall be taken from the customer during the immediate checkout, along with the sign-up fees, if any. After that, the customer will pay the recurring fees in the upcoming week, month or year. 

frontend date subscription

14.7. Enable Subscription Certain Date of Month

Merchants can take renewal subscription payments from a particular day of a week, month or year. The renewal subscription payment from the certain date setting is for a recurring payment cut on the selected day. This means the admin can synchronize days depending upon the subscription per interval, i.e.:

  • Monday, Tuesday, etc. in case of weeks
  • Day1, Day 2, etc. in case of months
  • January, February, etc., in the case of years.    

The recurring payment shall be cut from the subscriber account on this day.

In order to enable subscription plans from a certain date of the month, the admin can enable this feature. 

  • Go to Dashboard > Products > All Products > Any Subscription Product > Subscriptions Settings
  • Mark the ‘Enable subscription certain date of month’ checkbox   
subscription month

Subsequently, you can select from the day for synchronization of your payments. That is to say, the subscription payment gets credited to the admin account every month, or week on this specific day.  It depends on the subscription per interval you have chosen. It will show days of the week for weeks, and for years, it will show months. 

month synchronization

15.One Time Subscription

You can enable subscription prices for a one-time purchase of products. They can enter a fee for a one-time purchase according to their choice.

one time subscription

Note: Make sure you have set the one-time purchase amount as greater than the subscription price otherwise this will not work

16.Settings For variable product

  • Go to Dashboard > Products > All Products > Variable Subscription Product > Variations > Expand 

The subscriptions settings for variable products are also the same. 

The admin can set:

  • Subscription per interval (months, days, weeks, or years)
  • Sign up fee 
  • Free trial interval (months, days, weeks, or years)
  • Subscription Expiry Interval (months, days, weeks, or years)  
  • Choose start date of the subscription product

Enable subscriptions from certain date of month: Admin has to synchronize 

  • Days of week when subscription per interval is set to week :
subscription per interval is set to week
  •  Days of month when subscription interval is set to months :
subscription interval is set to months
  • Month when subscription per interval is set to years :
subscription per interval is set to years

Pay Now, Start Later:

The start date of the subscription product might be in the next week, month or year. Still, the first payment shall be taken from the customer during the immediate checkout, along with the sign-up fees, if any. After that, the customer will pay the recurring fees in the upcoming week, month or year.

 

Free Trial Limit and One Time Purchase

Similarly like the simple subscription product you can set thr Free Trial Limit and  One Time Purchase Price

Note: Make sure you have set the one time purchase amount is greater than subscription price otherwise this will not work

17.Membership Discounts for Subscription Products & Services

Subscription for WooCommerces Pro is compatible with Membership for WooCommerce. Therefore, the admin can also offer membership discounts. Under the description option, you will find the membership discounts.

To offer membership discounts on subscription products and services:

  • Go to Dashboard > Products > All Products > Any Variable Subscription Product > Subscriptions Settings

membership discount

  • Navigate to the Membership Discount section. All active membership plans will be shown here.
  • Enable discount. The admin can enter a different percentage discount for other membership plans in the box provided.
  • Save changes.

18.Subscriptions Emails

The Subscriptions For WooCommerce plugin allows the admin to send out emails when

  • Subscription plans are canceled
  • Subscription plans expire
  • Subscription order renewal failure
  • Subscription payments have been done Premium
  • Subscription plan has been paused Premium
  • Subscriptions have been resumed Premium
  • Subscription recurring payment notification Premium
email subscriptions

For canceled subscription emails settings:

  • Go to WooCommerce > Settings > Emails
  • Navigate to ‘Canceled Subscriptions Email Notification’ > Manage 
Cancelled emails
  • Tick the checkbox to enable this email notification
  • Fill in the details like recipient email address, subject, email heading, etc.
  • Save Changes.  

Expired Subscription Email Notification

  • Go to WooCommerce > Settings > Emails 
  • Navigate to ‘Expired Subscriptions Email Notifications’ > Manage
Expired emails
  • Tick the checkbox to enable this email notification
  • Fill in the details like recipient email address, subject, email heading, etc.
  • Save Changes.  

For more types of subscription actions emails, use Subscriptions for WooCommerce Pro which allows:

  • Paused Subscriptions Email Notifications
  • Reactivate Subscriptions Email Notifications
  • Manual Renewal Subscriptions Invoice Email Notification
  • Subscription Going To Expire Email Notification

Recurring Order Renewal Failure Email Premium

You can notify your customers upon the failure of recurring order renewal. An automated email will be sent to the customer reminding them to renew their subscription.

renewal

 

Our subscription plugin relies on the WooCommerce Failed Order notification feature to remind customers on renewal order failure.

 

Paused Subscription Email Notification Premium

This email notification is sent when subscription is paused. For managing paused subscription email notifications:

Go to WooCommerce > Settings > Emails > Paused Subscription Email Notification > Manage > Enable.

 

 

  • Enter an email address if you want to use an email other than your default email.
  • Enter Subject, and email heading.
  • Save changes.  

Reactivate Subscription Email NotificationPremium

This email notification is sent when the subscription plan is reactivated. For managing reactivate subscription email notification

  • Go to WooCommerce > Settings > Emails > Reactivate Subscription Email Notification > Manage > Enable.

 

reactivate subscription

 

  • Enter an email address if you want to use an email other than your default email.
  • Enter Subject, and email heading.
  • Save changes.  

Manual Renewal Subscription Invoice Email NotificationPremium

This email notification is sent for a manual renewal subscription invoice. For managing that:

 

  • Go to WooCommerce > Settings > Emails > Manual Renewal Subscription Invoice Email Notification > Manage > Enable.

 

manual renewal
  • Enter Subject, and email heading.
  • Save changes.  

Subscription Going To Expire Email NotificationPremium

Go to WooCommerce > Settings > Emails > Subscription Going to Expire Email Notification > Manage > Enable.

 

subscription coupon
  • Enter Subject, and email heading.
  • Save changes.

Subscription Recurring Payment NotificationPremium

The admin can send email notifications about the regular recurring payment of subscription products and services. For that

Go to WooCommerce > Settings > Emails > Subscription Recurring Payment Notification> Manage > Enable

 

  • Enter Subject
  • Enter Email heading
  • Save Changes.

19.Subscriptions Coupons

The Subscription for WooCommerces Pro enables admin to create exclusive coupons for customers. These coupons can be used by them to avail various discounts. The plugin allows to create coupons for:

  • Initial Sign-Up Fee Discount
  • Initial Sign-Up Fee Percentage Discount
  • Recurring and Product Discount
  • Recurring and Product Percentage Discount.

The admin can provide flat discount or percentage discount on subscription based products or services. For that:

  • Go to Dashboard > Marketing > Coupons > Add New
  • In the Coupon Data section select ‘Discount Type’ from the 4 available options related to subscription coupons.
subscriptions coupons

 

  • Enter Coupon Amount
  • Enter Coupon Expiry Date
  • Publish.

20.Show Related Subscriptions Table On Thank You Page

After purchasing any subscription products, the customer will be shown a related subscription table on the WooCommerce Thank You page. The table will contain details regarding the subscription ID, status, next payment date, and order total.

 

related product on thankyou page

It also features a “Show” button that will redirect the user to their frontend, where they can view their current subscription order.

Note: On the frontend, customer can see their renewal order information under thier Subcription tab. 

21.Subscription Renewal Order Refund

The customer renewal order will be refunded through the payment method that he has used to place the renewal order. Such as if a customer has used a Stripe payment method to place the renewal order, then the order will be refunded through the Stripe payment method.

Refunds will be initiated through the payment method that has been used. This payment method can be  WooCommerce Eway Gateway, Authorize.Net Payment Gateway For WooCommerce, WooCommerce Stripe Payment Gateway, WooCommerce PayPal Checkout Payment Gateway.

22.Manually Update Card Details For Ongoing Subscription

With the WooCommerce Subscriptions Plugin, customers have the flexibility to update their payment card details at any point during an active subscription period

This feature ensures uninterrupted access to services and improves user convenience by allowing them to change their payment information, anytime as required. 

Note: This functionality is supported only when Stripe is configured as the payment gateway.

23.One Time Subscription

You can enable subscription prices for a one-time purchase of products. They can enter a fee for a one-time purchase according to their choice.

For enabling subscription price for one-time purchase in variable product, follow these steps:

  • From the backend, navigate to Products and select the specific product.
  • Click on Variations setting of the product
  • Tick the option Subscriptions Price for One Time Purchase and enter the price for it
one time subscription for variable product.
  • Click on the Save Changes button and finally on Update button

On frontend you will be able to view like this:

frontend one time subscription variable product

To create a one-time subscription for a simple product, enable the “One Time Subscription” option to set the subscription price for a single purchase. Follow these steps:

  • From the backend, navigate to Products and select the specific product
  • Click on Subscription Settings of the product
  • Then, enable the Subscriptions Price for One Time Purchase option and enter the price
one time subscription simple product
  • Finally click on the Update button

On frontend you will be able to view like this:

frontend simple product
Similarly, here you will have to tick on Enable for One Time Subscription option

24. Compatible Payment Gateways

The Subscriptions for WooCommerce plugin is compatible with WooCommerce payment gateways. It offers both automatic and manual WooCommerce recurring payment options.

  • Integration with Authorize.net for WooCommerce by Pledge Plugins (Processing API Should be Legacy AIM) 
  • Mollie Payments for WooCommerce – WordPress plugin – How to Setup 
  • MultiSafepay plugin for WooCommerce – WordPress plugin – How to Setup
  • Payment Plugins for Stripe WooCommerce – WordPress plugin – How to Setup 
  • WCFM – Frontend Manager for WooCommerce along with Bookings Subscription Listings 
  • Compatible WooCommerce Eway Gateway (Supported in some countries) – How to Setup 
  • WooCommerce Payment Method for Subscription Pro Plugin ( Credit/ Debit)– How to Setup 
  • Integration With WooCommerce PayFast Gateway – How to Setup 
  • Integration With PayHere Payment Gateway – How to Setup
  • WooCommerce Stripe Payment Gateway – WordPress plugin – How to Setup

    Note: We don’t support 3D Stripe
    Note: By default all payment gateways which we support are supported/integrated with Credit/ Debit cards)

25.Compatible Plugins

With Subscriptions for WooCommerce plugin, you can also use additional plugins for enhanced features:

  • Sell subscription products with membership discounts and include subscription services under membership plans using compatible plugins, Membership for WooCommerce 
  • Allow users to buy subscription products using a wallet amount using Wallet System For WooCommerce – WordPress plugin &  Wallet System For WooCommerce Pro 
  • Allow the application of gift cards on purchase of subscriptions using Ultimate Gift Cards For WooCommerce 
  • Allow users to use points to pay partial or full amounts while buying subscriptions and earn points on subscription renewals using the Points and Rewards for WooCommerce (Free) and Points and Rewards for WooCommerce Pro 
  • Compatibility with WooCommerce Product Bundles allows you to sell subscription bundles. Subscriptions for WooCommerce Pro is also compatible with multisite.
  • Subscriptions for WooCommerce Pro is also compatible with multisite.

25.1.PayPal Integration

  • WooCommerce PayPal Standard 
  • WPS PayPal Payment Gateway Integration (US users only) 
  • WooCommerce PayPal Checkout Payment Gateway – WordPress plugin 
  • PayPal Subscription Integration
  • WooCommerce PayPal Payments

Kindly Note: PayPal standard will be hidden on new installs

25.2.Common PayPal Integration Issues

  1. If your PayPal is not working properly, here are some steps to debug this issues:
  1. Check which PayPal you are using WPS PayPal or Standard PayPal 
  2. Check your country and your PayPal account country 
  3. If you are from the USA then move to WPS PayPal and Enable it from the WooCommerce Payment Gateway Section 
  4. If not from the USA use standard PayPal and Enable it from the General Setting Tab
  5. If you have entered the API key and secret from the PayPal developer and it either says validation failed or comes up with the below error at checkout:
paypal issue

Here are some steps to debug this issue:

  1. First, make sure which country you are from or your PayPal account country 
  2. If you are from the US, make sure you are using WPS-PayPal 
  3. If not from the US then use Standard PayPal 
  4. Check if the vault is enabled or not 
  5. To enable Vault, go to your PayPal account settings, and check the screenshot below
debug paypal issue
Want some other payment gateway integration? Contact Us

25.3.Manual Payments Gateways

The admin can enable manual payment from the Advanced Settings tab and offer manual payment methods, i.e., Cash on delivery, Direct bank transfer, and Check payments.

manual payment

26.WPML Compatibility

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

To translate Subscriptions for WooCommerce, 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 Subscriptions for WooCommerce plugin from the list of plugins.
Themes and Plugins Localization

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.

strings translated

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.

language selection

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

translated version of string

27.Payments Gateways Integration

The Subscriptions for WooCommerce plugin is compatible with the following WooCommerce payment gateways:

  • WooCommerce Stripe Payment Gateway – WordPress plugin (Credit card, Debit Card, and Stripe Sepa Direct Debit are supported). Remember, Stripe SEPA Direct Debit payment method works only for EURO currency.
    Note:- We don’t support 3D Stripe
  • Compatible with PayPal Standard payment gateway.
  • Integrated with WPS PayPal Payment Gateway (for US-based customers). Activate this payment method by entering the Client ID and Secret ID.
  • WooCommerce PayPal Checkout Payment Gateway – WordPress plugin
  • WooEpay
  • wps-paypal

If you want some other payment gateway integration, you can directly contact us.

Kindly Note: PayPal standard will be hidden on new installs

28.Integration With PayPal Payment Gateway API

Subscription for WooCommerce Plugin is integrated with WooCommerce PayPal Payment Gateway. The first-time user will be able to see it as wps-paypal in the multistep form.

Whereas previous users will have to enter the Client ID as well as Secret ID in order to use this payment method.

 

29.FAQs

How is Subscriptions for WooCommerce helpful?

The free Subscriptions for WooCommerce plugin is for WooCommerce store owners who want to provide their users with subscription-based products or services which help in collecting recurring revenue.

How to deal with expired subscription renewal?

You will have to create plans for the expired subscription-based products again. However, the Subscription for WooCommerce Pro will support the automatic renewal of the subscription plans.

Do Subscriptions for WooCommerce plugin support recurring payments for a subscription-type product?

Yes, Admin needs to configure compatible payment gateways like Stripe, PayPal, Mollie, Authorize.net & more to support recurring payments on your site.

What type of products can we use with Subscriptions for WooCommerce?

Admin can use simple product types with Subscriptions for WooCommerce by checking a checkbox.

Can I extend the plan before expiration?

No, you cannot extend a subscription plan before expiration.  But, both the admin and the user can initially set the expiry date for the subscription plans.

Can I show the same product as a subscription or a standard product?

 Yes, the admin can place the product as a subscription product or a standard product.

Can I add the shipping cost to the recurring payments?

Yes, the admin can include the shipping cost in the recurring payments.

Can I set a lifetime subscription for products or services?

Yes, unlimited WooCommerce subscriptions can be given to the users with Subscriptions for WooCommerce.

Will I have to renew the free products also?

Yes, in the Subscriptions for WooCommerce plugin, you will have to renew the free products.

Can I limit the free trial for subscription-based products and services?

Yes, the admin can decide the frequency of the free trial to the users. Admin can set it for a week, day, or month. Recurring payments will begin after this free trial frequency.

How can I send notifications and reminders to users?

Admin can send post-subscription payment notifications to the users via email.

Which addon will I need to export my subscriber's plans and details?

You will not need any other addon for exporting user data. The Subscription for WooCommerce Pro plugin will do that for you.

Is there any mail functionality available for different subscription Plans?

Yes, our WooCommerce subscriptions plugin has different mail options for different subscription statuses like:

  1. Subscription plans are canceled
  2. Subscription plans expire

I am getting this error: “ Sorry, it seems that there are no available payment methods. Please contact us if you require assistance or wish to make alternate arrangements.'

It means that you are using the wrong payment gateway or the payment gateway which is not integrated with our plugin. For this we have solution, connect to our support team and they will give a solution for the same

30.Feedback and Suggestions

Didn’t see a feature in the Subscriptions for WooCommerce plugin that you think would be useful? We’d love to hear it. Reach out to our Support and we’ll consider adding it to the future release.

31.Helpful Resources !!

Users can utilize the following sections to get in-depth knowledge about the WooCommerce Subscriptions plugin…

31.1.Blogs

  • Stay Ahead of the Curve: The Best Subscriptions Plugin Every Site Owner Must Know
  • Subscription Marketing: 9 Strategies To Propel Your Business Forward 
  • Subscriptions and Membership: Choosing The Right Business Model
  • How to Setup WooCommerce Subscriptions on Your Store?
  • How To Sell Subscriptions Online on Your Store?

31.2.Video

 

  • WooCommerce Subscription: How to Create Manual Subscriptions From the Subscriptions Table?
  • Free WooCommerce Subscriptions Plugin: How to Set Up Subscriptions and Boost Recurring Revenue ?
  • Subscription Plugin: How To Boost Recurring Purchases and Sales on Your Store?
  • How To Enable Email Notifications Feature With WooCommerce Subscriptions Plugin?
  • FREE WooCommerce Subscription Plugin | How to Setup subscription Product in WooCommerce | 2024
  • WooCommerce Subscription: How to Setup Subscription Product in WooCommerce || New Features || 2024
  • WooCommerce Subscriptions Pro: How To Create A Subscription Website?
  • How to Build a Subscription WordPress Website Using WooCommerce Subscriptions || Premium Features

31.3.Case Studies

  • Mark Digital Media
  • Addequa Essential
  • Keto Real
  • Lady Kickboxen
  • NHCloud
  • World In a Box
  • Pelote & Balzane
  • Urdu With Annie
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: recurring revenue, subscription, subscriptions, woocommerce, woocommerce subscription

Membership for WooCommerce

March 9, 2021 by sanjeev maurya

search_image
  1. Overview
  2. How to Download The Membership Plugin?
  3. Installation
    1. Membership WooCommerce Free Plugin Installation
    2. Membership for WooCommerce Pro plugin Installation
    3. License Activation
  4. Plugin Configuration Form
  5. Membership Overview
  6. General Settings
  7. Membership Settings
    1. Add Plan
    2. Membership Restriction
    3. Purchasing Discount Offer
    4. Content Restriction
    5. Add Member
    6. Send Message to Members
  8. Membership Shortcodes
    1. How to Create Membership Plans with Shortcodes?
  9. API Settings
    1. Active Membership Plans API
    2. Purchased Memberships By Any User API
  10. Other Settings
    1. Redirect User Upon Registration
    2. Show Header and Footer on Membership Plan Page
    3. Restrict Payment Via Wallet
    4. Assign Membership upon Registration
    5. One-time Discount Coupon For New Members
    6. Send Welcome Email
    7. Membership WhatsApp Integration
  11. Create a Members Community
  12. Membership Report
  13. Offer Notification Via WhatsApp
  14. Sms Notification Via Twilio
  15. Google ReCaptcha Intgration
  16. Email Settings
  17. Product Settings
    1. Product Data
  18. Create WooCommerce Membership Plans
    1. Product Data
    2. Offer Section
    3. Included Section
    4. Membership Features Section
    5. Points and Rewards Section
    6. Manage Free Shipping
  19. Edit Membership Plans
  20. Import / Export Membership Plans
  21. Add New Member
  22. Edit Members Details
  23. Membership Emails
  24. Login/Sign Up Option For A Guest User
  25. WPML Compatibility
  26. Compatible With Wallet System For WooCommerce
  27. Compatible With Subscription For WooCommerce
  28. Compatible With Points and Rewards For WooCommerce
  29. WooCommerce HPOS Compatibility
  30. Feedback and Suggestions
  31. FAQs
  32. Helpful Resources!!!!
  33. Case Study

1.Overview

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.

2.How to Download The Membership Plugin?

To download the premium Membership plugin that you purchased please follow the below steps:-

  1. Go To WP Swings My Account Page.
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

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

3.1.Membership WooCommerce Free Plugin Installation

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”

Membership for WooCommerce

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.**.

3.2.Membership for WooCommerce Pro plugin Installation

Automatic Installation: 

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

Membership

The steps are as follows :

1) Download the zip folder of the plugin Membership for WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file

2) Once downloaded, install the Membership for WooCommerce Pro plugin by browsing and activating it.

Note: Visit the Login page to create your account before completing your purchase.

Manual Installation: 

The manual installation of the WooCommerce Membership plugin is another option. To install the plugin to your WordPress environment. 

The manual installation method involves downloading our Membership for WooCommerce Pro Extension and uploading it to your web server via your favorite FTP application.

The steps are as follows :

(i) Kindly, upload the Membership for WooCommerce Pro folder to the /wp-content/plugins/ directory.

(ii) Activate the Membership for WooCommerce Pro plugin through the WooCommerce Membership ‘Plugins’ menu in WordPress.

Note: Before activating the Membership For Woocommerce Pro, you should have the Membership For WooCommerce – WordPress plugin otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

3.3.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

Membership plugin license key

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section.

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

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

Enable Membership Plan

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.  

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

5.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

6.General Settings

For changing the general settings of the Membership plugin:

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

membership general setting

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.” By enabling this setting they can also see the newly added membership dashboard.

 

membership history

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”

 

membership benifits

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

template1

Template 2

template2

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

dark mode

The General tab settings in the premium version include all the features from the free version, plus the following additional features:

1. Show discounted prices to non-members : Premium Toggle this button to show discounted prices to non-members. 

Show discounted prices to non-members

Here is how I’ll look on the frontend.

2. Number of days before membership expires email send : Premium Here you can enter the number of days before you want to start sending membership expiration notification emails to membership users.

3. Become Member Button Colour : Premium Here you can choose from multiple color options to choose “Become Member Button Color”

4. Become Member Button Text Colour : Premium Here you can choose from multiple color options to choose “Become Member Button Text Colour”

5. Become Member Button border-radius : Premium Here you can choose the radius for “Become Member Button”  for example – 10px

6. Become Member Button Alignment : Premium Here you can choose the alignment of  “Become Member Button”  

7. Buy Now Button Background Color : Premium Here you can choose from multiple color options to choose “Buy Now Button Background Color”

8. Buy Now Button Text Colour : Premium Here you can choose from multiple color options to choose “Buy Now Button Text Colour”

9. Membership Plan Page Background Color : Premium Here you can choose from multiple color options to choose “Membership Plan Page Background Color”

10 .Membership Plan Page Text Color : Premium Here you can choose from multiple color options to choose “Membership Plan Page Text Color”

7.Membership Settings

Here You can Configure Multiple Membership Settings

7.1.Add Plan

membership add plan

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.”

7.2.Membership Restriction

membership restriction

  • 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:

Select Product Tags

7.3.Purchasing Discount Offer

Membership discount offers
  • Select Plan : You can Select a Plan from your created list for restricted members.
  • Select Products : Here you can select the products to offer a discount
  • Select Product Categories : Here you can select product categories to offer discount
  • Select Product Tags : Here You can select product tags to offer discount
  • Select Discount Type : Here You can select Discount type. It can be a fixed amount or a percentage discount
  • Enter Discount : Here you can enter the discount price

Here is how discounts will be shown to members on the product

members on the product

7.4.Content Restriction

Content Restriction

Select Plan: You can choose a plan from your created list for restricted content.

Note: In this section, whatever pages you select, ONLY MEMBERS can access them.

Frontend Example of Restricted Page:

Content Restriction

7.5.Add Member

Add Member

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

7.6.Send Message to Members

Send Message to Members

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.

8.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 Registration Shortcodes
  • Membership Template Shortcodes (PRO)
membership shortcode

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

     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 Premium

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

8.1.How to Create Membership Plans with Shortcodes?

Step 1: Go to Dashboard

Create Membership Plans

Step 2: Click on Pages

Membership Plans with Shortcodes

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

Add new page

Step 4: Enter the Shortcodes according to your membership plans

shortcode 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

    all in one shortcode
  • Click on the Eye Icon to check the Plan Id

     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:

    membership id

From here you can get your Plan ID

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

membership plan

9.API Settings

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

membership API setting

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.

9.1.Active Membership Plans 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”

    }

  ]

}

9.2.Purchased Memberships By Any User API

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”

        }

    ]

}

10.Other Settings

10.1.Redirect User Upon Registration

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
add redirection

10.2.Show Header and Footer on Membership Plan Page

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:

footer

10.3.Restrict Payment Via Wallet

Enable This setting to restrict payments via wallet on the cart and checkout page, If this setting is enabled then users will not be able to maek payments using their wallet

Note: To use this feature it’s required to install Wallet System for WooCommerce Plugin.

10.4.Assign Membership upon Registration

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 assign 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.

Assign Membership upon Registration

Once a new user registers on your website, the selected membership plan will be auto-assigned to the user.

Example:

Assign Membership upon Registration

In the screenshot above, you’ll notice that a new user named David has registered on the website. The selected membership plan was automatically assigned to him, and he received this information at his registered email address.

10.5.One-time Discount Coupon For New Members

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 

One-time Discount Coupon For New Members

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.

coupon usage limit

10.6.Send Welcome Email

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

Send Welcome Email

Email Example:

Email Example:

10.7.Membership WhatsApp Integration

Membership for WooCommerce Pro allows you to send exclusive deals and updates to members at different levels. Simply configure the WhatsApp integration using your Access Token, Phone ID, and Template. Once set up, you can effortlessly send personalized messages to users on specific membership levels in just a few clicks. Members can also choose to receive or disable these notifications.

Read Membership WhatsApp Integration Documentation

11.Create a Members Community

In our Membership plugin, we have added the most awaited feature, a members’ community. With this feature, your members can see other members within the same membership level and can directly communicate with them via text message. 

 

This will help them create meaningful connections and collaborate with other members.

To enable this feature, navigate to the Layout Settings Tab, previously known as Other Settings 

There, you will find the option to enable the community option

member community

 

Below, you can add the URL of a background image to show on the background of the users as shown in the screenshot below.

 

By default, the message option is not enabled, to allow your community members to send messages to each other, navigate to the Offer Notifications Tab and enable the “Allow SMS between community users”

Now your customers can send messages to each other via Twilio integration.

12.Membership Report

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.

Membership Report

13.Offer Notification Via WhatsApp

With Membership plugin, you can easily send special offers and updates to your members via WhatsApp, tailored to different membership levels. 

Simply set it up by adding your Access Token, Phone ID, and Message Template in the plugin settings. Once configured, you can send personalized messages to members on specific levels with just a few clicks. 

Plus, members have the flexibility to turn these notifications on or off whenever they prefer.

We’ve prepared comprehensive documentation on this feature. Please review it for detailed instructions on setting up and using this feature effectively.

14.Sms Notification Via Twilio

SMS Integration feature in the Membership for WooCommerce plugin allows administrators to send SMS notifications to members of a selected membership plan. 

To use this feature, you must first configure the SMS settings with Twilio credentials (Account SID, Auth Token, and Twilio Number). 

Once set up, you can compose and send custom SMS messages to members.

 

sms intregration
 
  • Enable SMS API: Toggle This option to enable this functionality
  • Enter Account SID: In this field, input your Twilio Account SID.

The Account SID is a unique identifier for your Twilio account. If you do not have an Account SID, Click Here to create one via the Twilio dashboard.

  • Enter Account Auth Token: In this field, input your Twilio Auth Token.

The Auth Token authenticates your API requests. If you need to generate a new Auth Token, Click Here to create one through the Twilio dashboard.

  • Enter Twilio Account Number: In this field, input a valid Twilio phone number associated with your account.

This number will be used to send SMS notifications. If you do not have a Twilio number, Click Here to purchase one via Twilio.

After entering the required credentials (Account SID, Auth Token, and Twilio Number), scroll to the bottom of the page and click the Save Changes button.

 
 
After that, navigate to the Send Offer Notification section, select your membership, type your messag,e and click on the message icon to send you message.

15.Google ReCaptcha Intgration

The Google reCAPTCHA integration feature helps protect your website from unwanted bot traffic by adding a verification layer to your login and signup pages. This ensures only genuine users can access your site, improving security and user experience. 

Let’s see how to configure this feature…

 

ReCaptcha Intgration

Enable to override the Login and Sign Up pages: Toggle this option to replace your existing login and signup pages with a new version that includes Google reCAPTCHA for added security.

Enter Welcome message for user: Customize the message that users will see when they visit the login or signup page. Use this space to greet them or share important info.

Choose form color: Personalize the appearance of your forms by selecting a color that matches your website’s theme.

Enable Google reCaptcha: Activate this toggle to display the reCAPTCHA verification on your login and signup pages, protecting them from bots and spam.

To integrate Google reCAPTCHA, you’ll need to generate a Site Key and Secret Key. 

 Let me guide you through it…

 

register new site
  • Label: Enter your website name in the label field. This helps you identify the reCAPTCHA credentials later.
  • reCAPTCHA Type: Choose “I’m not a robot” Checkbox under the Challenge (v2) option.
  • Domain: Carefully enter your website domain. Make sure there are no typos—incorrect entries will cause the reCAPTCHA to fail.
  • Project Name: Provide a name for your project

Submit: Click the Submit button to complete the setup

adding recapcha to your site
Once done, you’ll be redirected to a screen displaying your Site Key and Secret Key. Copy both and paste them into the respective fields in your plugin settings.
choose membership

 

Assign Membership to New Users: Toggle this option if you’d like to automatically assign a membership to users upon registration. Then, select the appropriate membership plan from the dropdown.

Next step will be to verify your captcha to check if everything is working fine,

 

 

You should see a pop-up like the above screenshot, this means eveyrhitng is working fine. Finally, save the setting and navigate to frontend to see your configured login page with Google Recaptcha integration

signup

16.Email Settings

This email settings tab enables you to customize your membership creation, expiration, and cancellation email for members.

Email Settings

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
  • Subject for Welcome mail
  • Mail Body for welcome mail
  • Choose the welcome mail image

Membership Activation Email Example:

membership activation

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.

Membership Cancellation Email Example:

Membership Cancellation Email

Membership Welcome Email Example:

Membership Welcome Email

17.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:

membership product

17.1.Product Data

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 product data

18.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:

WooCommerce 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.

18.1.Product Data

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

Product Data

  • 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.
membership plan amount

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

Access Type

For Creating Membership Subscriptions

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

Note: To create a subscription-based membership, it’s necessary to install the Subscription for WooCommerce plugin.

18.2. Offer Section

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

Membership Offer

  • 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 as they want.
  • Offered Product Tags: Select the product tags you want to add to 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 an input percentage or fixed price discount.

18.3.Included Section

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:

Membership included section

  • 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.

Accessibility Type

18.4.Membership Features Section

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

membership feature 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: 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.

membership feature

18.5.Points and Rewards Section

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

point and rewards

  • 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.

18.6.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.

Click Manage Free Shipping

  • Click on Add Shipping Method.

Click on Add Shipping Method

  • Choose Membership Shipping

Choose Membership Shipping

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

 shipping methods

19.Edit Membership Plans

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.  

Edit Membership Plans

20.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

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.

21.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 members
  • Select a user from existing members or add a new one.
  • Mention billing details like address, phone number, email & payment method.
Add new member 2
  • 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.
Edit Billing Details of user

22.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.

Edit Members Details

    3. Change billing details of the member.

    4. Update the status of the users membership plan.

Change billing details

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.

23.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 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.

24.Login/Sign Up 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 / Sign Up First Button.

login or signup for guest users

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

25.WPML Compatibility

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

WPML 01

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

WPML 02

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.

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

26.Compatible With Wallet System For WooCommerce

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.

wallet payment

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.

restrict wallet

27.Compatible With Subscription For WooCommerce

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.

You can configure the subscription membership to include an expiry date and set up a free trial period. The free trial can be activated by requiring customers to pay an initial signup fee. After the trial period ends, the membership will automatically transition to standard billing and continue until the set expiry date or until canceled.

 

membership subscription compatiblity

28.Compatible With Points and Rewards For WooCommerce

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.

Points and Rewards For WooCommerce

29.WooCommerce HPOS Compatibility

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

30.Feedback and Suggestions

Don’t see a feature in the Membership for WooCommerce plugin that you think would be useful?

We’d love to have your suggestions: Reach out to our Support query and we’ll consider adding it in a future release.

31.FAQs

Is it possible for the members to cancel their membership accounts at any instant point?

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

Can I have free and recurring memberships at the same time?

Yes, you can have both memberships types in the premium version of the Membership for WooCommerce Plugin.

Can a person get a lifetime membership or limited membership?

We have an option to set the membership lifetime, you can set either of two.

Do you have a shortcode to display Membership Plan/price?

Yes, Membership for WooCommerce has the shortcode to display Membership plan, price and description.

Membership Plan Title → [wps_membership_title]
Membership Plan Price → [wps_membership_price]
Membership Plan Desc → [wps_membership_desc]

What should I do if this WooCommerce Membership plugin is not working on my online store?

You can first test for the common reasons and try to:

  • Check for theme conflict. Test the plugin with the default WooCommerce theme.
  • Check for plugin conflicts by deactivating plugins one by one to make sure which plugin is causing the error.
  • If the problem still prevails, reach out to our support and give detailed information about your issue. We will contact you personally.

If user did not receive credentials after signup, what possible errors it can be?

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

32.Helpful Resources!!!!

  • Grow Your Business With These 7 Membership Pricing Models 2024

  • How to Create Membership Website in 2024 

  • Best Membership Pricing Models & Strategies In 2024

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

  • Subscriptions and Membership: Choosing The Right Business Model

33.Case Study

  • WooCommerce Membership Case Study (Mayank Bothra)
  • Membership for WooCommerce Case Study (Fielderz) 
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: member, Membership, Memberships, Memberships for WooCommerce, user membership, user membership plans, user registration, woocommerce, WooCommerce Membership

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