Add a Membership Duration dropdown to Checkout and Offer a Discount for Extending Membership

Give your customers the option to select a membership duration and offer a discount for a longer term. This is a great way to collect a larger up-front payment from members and offer an incentive to pay for membership in advance.

Screenshot of the Membership Checkout page with code recipe


About the Recipe

This code will add a “Membership Duration” dropdown field to your checkout page. Once selected, the member’s expiration date and initial payment amount will be updated accordingly.

In the code recipe, there is a 20% discount when selecting a 2-year membership duration and a 25% discount for selecting a 3-year membership duration. The code recipe serves as an example for what is possible, you can alter the recipe to remove the discount or adjust the discount to suit your business.

You will need to input the Level ID that you want this code recipe to apply to. Only select membership levels that are billed on a yearly basis otherwise this will conflict with other level billing periods. Add your Membership Level ID to 'levels' => array( 8 )

This code recipe requires the Register Helper Add On to be installed and activated. If you need help altering this code to suit your needs, feel free to get in touch with one of our Support Engineers on our Member Support Forum.


The Code Recipe

This code recipe requires a Plus Account or higher.

View Membership Options

How to make video tutorials for your membership site.

Instructional video can be a key component of any membership website, so I thought this would be a great opportunity to share my experience creating setup tutorials and video content about our Add Ons. I hope you can use the step-by-step guide below to make more powerful videos for your membership site.


Video Communicates Your Message Quickly and Effectively

Video is one of the most powerful forms of media used in today’s time to tell stories or get your message ‘out there’. After Google, people turn to YouTube to find answers to their search queries. Video is here to stay and some say that it will only get more and more important as we head off into the future of this ever-increasing ‘digital age’.  In this article, I will attempt to cover my entire video making process. You may find when making your own videos that your process differs slightly. This is totally fine and you should embrace the process that works best for you.
Travis Lima working on a video editing.

Watch an Example of our Screencast Video Tutorials


Quick-Start Video Making Points

Below are some quick points, aimed at those who just need some tips to get going on their video making. Below these quick points, you will find a more detailed blog elaborating each point.

The (Simplified) Process:

  1. Idea/Conceptualize – Write down an idea for a video, make a list of some of the main points of the video that you want to communicate to your audience.
  2. Research – Once you have a general idea for your video, you want to go and research your topic. While researching, be sure to jot down notes that are important to highlight in the video
  3. Dry Run – Similar to the research phase, try to do a dummy or test run of your video from start to finish. Take notes of anything you may want to include in the video.
  4. Script (1st draft) – Take your idea and start writing a script. Draw a line down the middle of the page. On the one side write down what you expect to see on the video, and on the other side write the actual words that will be said while that portion of the video is playing.
  5. Record video – This can depend largely on the type of video you are creating. In the case of a tutorial screencast style video, you want to record your screen using a program like  OBS Studio, ScreenFlow, or Camtasia. For a review of 2018’s best Free Screen recording software click here.
  6. Edit Video – Using a video editing software (I use Adobe Premiere) add your video and start trimming all the unnecessary pieces of the clip, or mistakes. Try to keep videos as short and concise as possible.
  7. Script (Final Draft) – Now that you have the video portion done, read your script and watch it alongside your video. Make any relevant changes to your script. Like your edited video, keep your script short and to the point.
  8. Record Audio – Find the quietest room in your office or home, grab your script, and start reading out your script as clearly as possible. Don’t be afraid to take more than one take on this. If you are confident enough, avoid this step and record the audio while recording the video by talking your way through the video recording session. Avoid using filler words like “um” or “like” while recording.
  9. Edit Audio – Add your audio file to your video editing program. Trim off all the mistakes, pauses and unnecessary audio clips and align the audio with the video, making sure the audio and video match together.
  10. Add Extras – If you have any graphics, animations intros, background music – add this in now.
  11. Export Video – Export your video with the relevant settings. Here is a video that I used to see which are best for my videos.

Software Recommendations


Hardware Recommendations


Before getting started – The most important factor of all!

Photo by Jeff Hopper on Unsplash

Photo by Jeff Hopper on Unsplash

Before diving deep into how to make videos for your Membership Sites, I want to make one thing clear: The most important factor to making videos (or anything that we want to make but have little knowledge about) is to just get started.

Anything worth doing is not easy and it is often the case that we see a metaphorical mountain in front of us when trying something new. In the case of making videos, it is easy for one to get caught up on little things that just stall us from actually sitting down to make a video. Don’t get stuck thinking that you can’t make videos because:

  • “I don’t have the proper gear.”
  • “I can’t make videos, I did not go to film school.”
  • “I don’t know how.”

Just get started. One step at a time. Use the power of Google and YouTube to hack your way to your first video. If it is anything like mine, it will probably be average – at best. But hey! Now that you have something out there, you can improve on it. Learn from it. Doing something (even if it is average) is better than doing nothing at all. So grab your smartphone and “Just get started“.


Now let’s get started making our video.


Step 1 – Idea and Conceptualization

This step is the very first step of the video making process but it is an important one. If you already have an idea or goal for a video, great! If not, don’t worry. This step is designed to help you find or craft an idea that you can use in the making of your next video.

For me, it is relatively simple in that I have a set of Add Ons or documentation pages that I need to make videos for. Once done with the one, I move on to the next. This step can be as elaborate or minimal as you need it to be. I would encourage you to be bold and really hack your idea out in this step, but don’t get stuck here. If you feel like there is not more to do here then needed, time to move on. We still have got a lot of work to do.

General video getting started photo of notepad and phone.

If you have an idea of what video you want to make:

  1. Write your idea down on a piece of paper or use something like Google Docs or Dropbox Paper 
  2. Explore your idea by brain dumping and sketching out a storyboard.
  3. Write out a very quick overview of your idea. Include all the key bits of information that you want to bring across in your video.

This step will help you to avoid forgetting or leaving out anything crucial that you want to appear in your video. It may be hard to believe, but it is really common to come to the end of your video making process and realize you forgot to include a crucial scene of your video.

If you don’t already have an idea for your video, try doing one of the following:

  1. Brain Dump all of the possibilities you can think of. Be sure to write any and all ideas; the right one will stick.
  2. Use Google, YouTube, and other social media platforms for ideas and inspiration.
  3. Check your competitors’ websites to see what they are doing for their audience. Use this for inspiration and not to ‘steal’ ideas.

Step 2 – Research

Once you have your idea and the general concept of your video written down, it is a good idea to research the topic of your video. Research can open up more ideas and information that you can use in your video. For example, when I am making an Add On video, I will go and read the documentation over to make sure I don’t leave out any vital details about the Add On. After that, I will search through our blogs and forum topics to see if I can find any useful information that can provide something extra to those who watch the video.

Use the internet to research your topic. Search forums, documentation, and videos to get as much information as you need to make a quality video. You may find new sources of useful information, analogies and other relevant information that you can include in your video. This is also a great way to open your mind on how to communicate your topic in a different and potentially better way to what you initially thought.

Photo by Kaitlyn Baker on Unsplash
Photo by Kaitlyn Baker on Unsplash


Step 3 – Dry/Test Run

At this stage, you should have a solid foundation of research and conceptualization of your video. Now it is time to do a dry run. In my opinion, this step still falls under the ‘preparation phase’ of the video making process. The idea here is to play out the exact video in a very rough, unrehearsed way. This is because sometimes the idea on paper doesn’t translate well practically. By trying your idea out first, you may realize missing information or a better way to communicate a particular message to your audience.

When making an Add-On Video, I will start up my local development environment (I use Local by Flywheel – recommended), log in to my Paid Memberships Pro test site, and literally go from the start to the end of installing and configuring the Add-On. I will generally make notes along the way, test all the features of the Add-On, refer back to the frontend to see what effect any particular setting it had on my site, and make sure I didn’t miss anything. Depending on the complexity of the Add On, I may do multiple dry runs so that I can get confident of what I need to do and where I need to navigate while recording my screen for the actual video.

Pro Tip – Video record your dry run to have an idea of what the video and process look like. This can help prevent re-shoots later on.

Step 4 – Writing a Script

In this step, I take all the notes that I made in the first three steps and start writing up the first draft of my script for the video. There is a general format to follow when writing a script and that usually comprises of simply dividing your page into two parts. On the left side of your page, you write down roughly what will be happening on the screen and on the right-hand side, the text/audio that will be displayed at the same time the scene you described on the left side of the page is displaying. When writing your script keep in mind the dry run(s) you did; try to play it out in your head and put the scenes together verbally on the script.


Step 5 – Record Video

After having a decent script together it is time to go ahead and start recording your video. To record my onscreen videos I use the built-in software of my MacBook Pro – Quicktime Player but I have heard good things about Screenflow and I have previously used OBS(Free) with good results.

Take your script and, keeping your dry runs in mind, start recording your screen with your screen recording software. Don’t panic. If you make a mistake or do something incorrectly, you can just re-do that specific action or section (not the entire video) and edit out the mistakes. When recording your screen now, you will basically do the same sequence as your dry runs but this time you will try to do it as smoothly as possible.

Mac QuickTime Player Screen Recording

VIDEO RECORDING TIPS:

  • Make sure your mouse cursor is always easily visible.
  • Set the ‘click indicator’ to ‘on’ of your video recording software.
  • Do not hastily go through the process of your video. Move at around 70% of your normal speed (you can always speed the video up later).
  • If you make a mistake, no need to re-record the shot. Move a step back and do the sequence again. Edit out the mistake later.
  • Turn all devices into Airplane mode, and silence all distractions and notifications that can pop up during filming.

Step 6 – Edit Video

This may seem a little counterintuitive to jump right into editing the video after recording the video, but hear me out. In this step, you have the chance to put the content section of your video together, edit out all of the mistakes, speed up or slow down sections that are moving too quickly or too slowly, and get the video to a point where you are satisfied with.

The reason I do this is that I find it easier to finalize the script. This gives you a pretty good idea of your audio to video ratio. This is important because (extreme example coming up) let’s say you have an edited video that has a total length of 30 seconds but your script has over 5000 words in it. Chances are you are going to need to record a ‘little’ more video to cover everything you want to say. By having an almost complete video that is edited, I can record some B-roll footage in an event of me having too much to say and too little to show, or I can cut down on my very lengthy script and focus on keeping the script concise (this is almost always a good thing to do).

Travis Lima working on a video editing.

Pro Tip – Keep your video, script, audio short and to the point, especially if you are making a tutorial. Your viewers may not feel so enthusiastic about having to sit down and watch a 30-minute tutorial video. Of course, the length of the video you are making can vary greatly depending on the type of video you are making.

Speed up sections where you can, keep an eye on sections that involve filling out forms or boring tasks. No one likes to sit watching a video of a slow page loading or someone filling out a lengthy web form. Focus on short, punchy videos.


Step 7 – Finalize Script

Now I sit in front of my edited video and I read my script out loud to see if what I am saying matches with the video on the screen. I also see the timing as to whether I may need to cut out an unimportant sentence or two… or if I need to elaborate a little more on an onscreen sequence.

Once finalized, feel free to play the edited video and read out the script from the beginning to see how it compares with the pace of the video. No need to get it ‘spot on’ but the closer to the video pace the better. If you need to record some more B-Roll video sequences, do this now and add it to your edited video to see how your script compares.


Step 8 – Record Audio

Before starting, make sure you set up in the quietest room in your house (many uses a walk-in clothing closet), turn all devices that can make a sound off, including the sound on your laptop. With your script in front of you and your microphone set up (glass of water close by) start reading out your script aloud in a moderately paced and appropriate tone (this will depend on your business and audience). Try to keep your tone away from being too monotone. If possible, try to stand straight up when reading your script and feel free to ‘speak with your hands’ – this helps with the tone of your voice.

Travis Lima recording a video voiceover.

If you make a mistake, stop and pick it up from the last sentence you were happy with. You can edit out any mistakes later. This can be quite a nerve-wracking experience at first, but you get used to it the more you do it.

If you are confident enough, another option is to record your screen along with your sound at the same time, just like many Youtubers and tutorial makers do when recording a screencast. This is a great way to minimize editing and double recording. For me, I usually make a lot of mistakes and have this nasty habit of uttering the words “um” and “ahh” every few sentences when trying to multitask or record, so I have opted for a longer, more edited approach. 🙂


Step 9 – Edit Video with Audio

At this point, you should have an initially edited video and an audio file ready to go. Import your audio clip into your video editing software, and now pair up the audio file with the video. Cut out pieces of the audio file that need to be cut, slow down or speed up the video if you need to get a bit more video to meet the length of any of your sentences.

Pro Tip – To extend a sequence as long as you need, you can pause the video and take a snapshot of your screen. Then cut split the video file and put a ‘still frame’ in between the two video pieces.

Once done, watch the video from start to finish to make sure everything is paired up and timed well.


Step 10  – Added Extras

Add in any extras to your video (if necessary) like background music, graphics, subtitles, intro animations or posters etc. Once you have added in any extras, make sure to watch your video over again to make sure everything still lines up nicely.


Step 11 – Export Video

Once your video is ready to go, Export your video with the relevant settings. I used this video as a guideline to export my video, but based on your needs you may need something else. When your video is exported, you may want to compress your video. I use Handbrake(free) an amazing video compressor that has reduced the size of my videos drastically without losing video quality.

Pro Tip – when compressing your video, make sure to select the “Web Optimized” checkbox. This helps buffer your video as opposed to loading it entirely before displaying it.

Conclusion

To close, I would like to encourage you to get out there and make some videos. This guide is packed with a lot of information but is intended to be more of a guide that you can refer to rather than being a ‘set in stone’ process of making videos. In fact, I took a process from another YouTuber and the more I made videos the more I tweaked the process to suit my style and way of working. If you are feeling overwhelmed, take heart. You are not alone and every single content creator sat in the very same seat you are in now, feeling the exact same way.


Trav’s quick-fire, last-minute tips:

  • For your first video, try to make a quick, rough test video. This video needs to be unpolished and quickly made. Now that you have completed a video, make another, try to make this one a little better than the last one. Repeat process.
  • Get started with what you have. You may not enjoy making videos so don’t invest in gear until you are certain you will use it and it will provide value to your content creation endeavors.
  • YouTube and Google are your friends. Don’t know how to fade a video to black? Do an internet search for it!
  • Use online services (again) to buy music, graphics, animations for your videos. Learning how to do something from scratch is great. But some skills will require major time investment where you could spend $5 to get it done right now.

Add a customized notification banner to alert your members of upcoming expiration.

This code recipe adds a notification banner to remind members that their account will expire within 7 days—or any custom timeframe you would like. You can use the recipes with any WordPress theme, or specifically with a membership site using Memberlite.


About the Code Recipe

By default, Paid Memberships Pro will send members an expiration email notice 7 days prior to their expiration date (by the way, if you want to add more email expiration warnings, see our Extra Expiration Warning Emails Add On).

This recipe adds an expiration warning directly on your site, reminding the logged in member that they must renew to maintain access. The banner will only be shown to a member that has an active membership level with an expiration date within the next 7 days. You won’t need to rely on email delivery, receipt, or that your member will actually read the message.

If a member decides to renew their membership by clicking the “Click here to renew membership” link, they will be redirected to the membership levels page. From here they can select their desired membership level and proceed to checkout. They will no longer see the message


This code recipe requires a Plus Account or higher.

View Membership Options

Change the wording ‘Membership’ to ‘Subscription’ for Paid Memberships Pro

This is a simple code recipe that will allow you to change the wording “Membership” to “Subscription” for Paid Memberships Pro.


About the Recipe

Depending on where your target membership audience lives or the type and location of your business, the word “Subscription” might be more familiar than “Membership”. The code recipe below uses the WordPress gettext filter to translate the word “Membership” to “Subscription” throughout the Paid Memberships Pro Plugin.

If you would like to change the word “Membership” to something else, you can do so by editing the code of this recipe by replacing “Subscription” with your desired label. If you are a Paid Membership Pro Plus Member and need some help with this, please reach out to us on our Member Support Forums.


The Code Recipe

This code recipe requires a Plus Account or higher.

View Membership Options

Add text before the submit and Checkout button on the PMPro checkout page

Do you have something you want members to know about before they click the ‘Submit and Checkout’ button on your checkout page? Use this code recipe to insert some text, HTML or both before the button.


About the Recipe

This code recipe will enable you to add text/HTML immediately before the Submit and Checkout button located on the Paid Memberships Pro Checkout page. This is a great way to add a little bit of important information that you want your soon to be members to know about.

If you are thinking of using this to display your Terms and Conditions to members, please see our default Terms of Service feature found under the Advanced Settings of the plugin.


The Code Recipe

This code recipe requires a Plus Account or higher.

View Membership Options

Offer members a discounted rate for upgrading to a higher level

Encourage existing members to upgrade to a higher priced level by offering a discount that is unique to them – no discount code required.


About the Recipe

This code recipe was recently developed for one of our Plus Members.  The member was in the process of launching a new membership level and wanted to encourage their current members to make the upgrade to the new membership level by offering a unique discount that can only be seen or used by the current members of their site. The current members would not need to use a discount code to apply for the deal. All they would need to do is select the new membership level and confirm their subscription by checking out of the site.

For those who are looking to simply offer upgrading members the chance to pay the difference between their current and new level, have a look at our Proration Add-On.

Note: This code recipe will not change the amount that is seen on the Membership Level Page of your site and the discounted price will only be seen once on the checkout page. Make sure to communicate this effectively to your members to avoid confusion.

Code Recipe


This code recipe requires a Plus Account or higher.

View Membership Options

Remove homepage redirect for admins only (PMPro Member Homepages Add On)

Prevent members with the Administrator role from being redirected to a new homepage when using the Member Homepages Add On


About the Recipe

Using the Member Homepages Add On for Paid Memberships Pro allows you to completely redirect logged in members to a home page of your choice based on their membership level.

This code recipe will prevent Administrators with a membership level from being redirected to the new homepage. This can be useful at times when a website admin needs to get access to the ‘public/non-member’ homepage.

This recipe will only work if our Member Homepages Add On is installed and activated on your website.


The Code Recipe

This code recipe requires a Plus Account or higher.

View Membership Options

How to build a Video Membership website: School Tools TV Case Study

Look at how SchoolToolsTV.com  used Paid Memberships Pro to help build an educational online video membership website. They offers daily one-minute social skill videos to help teachers increase teachable time, reduce bullying, and improve academic results.

Screenshot of webpage


Making a membership only video library.

In order to build an effective video library that was only accessible to members, Schooltoolstv.com decided to use a really useful plugin called Vimeography. This plugin allows you to display videos hosted by Vimeo in a beautiful, modern gallery. This plugin is a simple solution for a membership site, portfolio, online course, or any other video collection.

Vimeography has a Pro version which unlocks an array of great features including hiding your videos on Vimeo but displaying them on your site, offer downloadable videos, and more.

In addition to Vimeography, Schooltoolstv.com is using Paid Memberships Pro to handle the membership side of their website. This includes restricting video and other content as well as handling the checkout process of the website. The WordPress theme that is being used on the website is Masterstudy, a premium WordPress theme by Stylemix themes.

Key components to creating a video membership website.

  1.  Install Paid Memberships Pro on your WordPress website.
  2. Create a Membership Level for your membership site and proceed to set up Paid Memberships Pro with all your relevant settings.
  3. Create a Vimeo Account and upload the videos that you want to include in your video library.
  4. Download and Install the Vimeography plugin.
  5. Use the Vimeography plugin to embed and display your videos on your WP page of choice.
  6. Use Paid Memberships Pro to restrict the page so that only members will have access to your video library.
  7. When users visit your video library they will be greeted with a login/register message encouraging them to either sign up for a membership level or if they are already a member, login to see your videos.

Top Tips for your video membership website

  • Select a theme with strong membership components like Memberlite.
  • Offer some free video content so that your visitors will have an idea of the type of content you provide.
  • Sync new PMPro membership signups with a MailChimp list. This will allow you to send out email newsletters, letting members know that you have released a new video(s).

Meet Rusty May

Rusty is a passionate educator and coach who is committed to helping teachers create caring working relationships with every student and giving them powerful tools that will help reduce negative classroom behaviors that rob them of their teachable time.

 

 

My web designer recomended Paid Memberships Pro, I found it easy to set up and use for my membership site. 

—Rusty May, SchoolToolsTV.com


About SchoolToolsTV.com

Effective teaching relies heavily on a healthy relationship between a teacher and the student. The better the relationship, the better the results. Schooltoolstv.com have made great effort to put together various videos and workshops for both teachers as well as students to help improve things like Social Skills, Classroom management and reducing bullying.  By subscribing to the School Tools TV membership, users will be granted access to daily educational videos, the SchoolsToolsTV community forum, and resources provided by subscribing teachers. Some of the benefits of being a subscriber and watching the SchoolsToolsTV show are:

  • Better Relationships
  • Fewer Problems
  • More Teachable Time
  • Improves Academic Results
  • Reduces Bullying

Visit SchoolToolsTV.com

Character Education Resources, Help against Bullying, Classroom School


If you have an interesting business that uses Paid Memberships Pro in a component of its technology suite, please submit an application and we will get in touch about preparing an in-depth showcase of your application.

 

Require Membership to Purchase Specific Categories of Products in WooCommerce

Offer special “members-only” products that require the user to have an active membership in order to purchase. The selected products will still appear in your Shop page, but cannot be purchased by non-members.


About the Recipe

This customization recipe allows you to restrict the purchase of products in designated WooCommerce product categories for active members only. You now have full control over which categories require a membership in order to be purchased and which product categories (if any) are available to the public, regardless of their membership status.

This recipe can be used on its own or in conjunction with our WooCommerce Integration Add On, which offers additional features for integrating Paid Memberships Pro with WooCommerce.

Woocommerce product example


Some suggested use cases include:

  1. A shop that offers an array of products, some of which will only relate to members. This can include products like Membership-branded clothing or accessories, access to digital add-on products, specialized meal or diet plans and more. Basically, anything that you only want your members to be able to own and purchase.
  2. A shop that offers unique or special products that can entice users to sign up for a membership in order to purchase. This can be an added incentive to users thinking about signing up for your membership.
PRO TIP: Try to make your membership level/products as easy to sign up for and purchase as possible. A user may feel reluctant to join a membership only to be able to purchase a particular product. This can leave them feeling “forced” into something that they do not want to be a part of.Look at offering a lot of value for your membership packages and rather use this as an “added benefit” instead of a means to purchase a product.


The Code Recipe

This code recipe requires a Plus Account or higher.

View Membership Options