How to use a Page Builder to create a custom Membership Level Pricing page.

The landing page for your levels is the primary place your site will attract and sell its membership products. Our plugin includes a few options to design this page, including the default [pmpro_levels] shortcode and the enhanced options when using the Advanced Levels Page Shortcode Add On.

What if you need more control over this page and would like to design a completely custom page for your levels? In this article, I will take you through the process of building a new membership levels page using the Elementor Page Builder, an open source plugin available in the WordPress plugin repository.


Did you know…

You do not need to use the default plugin-generated Membership Level page for your membership site. In step 2 of the plugin setup process, a page named “Membership Levels” is automatically created with the shortcode [pmpro_levels]. You can customize this page depending on your preferences, skill level, and the needs of your membership site.

A few ways you can customize the levels page include:

  1. Use Custom CSS to adjust the default layout.
  2. Create your own custom Page Templates for the levels page layout.
  3. Replace the default shortcode with the options included in the Advanced Levels Page Shortcode Add On which includes column-based or comparison-type options.
  4. Use a Page Builder or your theme’s included “pricing page” layouts to craft a totally custom page.

In this article, I’m focusing on the last option above and will demo how to use the Elementor Page Builder to create a Membership Levels page.


Video Demo


1. Choose the method that works for you.

Your skillset and goals will generally determine the method that you choose to build your membership levels page.

You do not have to use a Page Builder and might find that using your theme’s included layouts or theme’s shortcodes to create your membership level page will be easier. Chances are, you already have an idea of what will work for you. I chose to use Elementor in this article because it is a popular page builder plugin that many of our support customers are using.

Screenshot of the Elementor Plugin Homepage


2. Develop your membership levels page.

Now that you have chosen the tools needed to create your levels page, it is time to start building.

These steps assume you are working on an existing membership site and want to create the new design without affecting the current site’s levels page. If you are setting up a brand new membership site, you can directly edit the generated page for your Membership Levels. Just remove the [pmpro_levels] shortcode from that page and begin your work.
  1. Navigate to your Dashboard > Pages > Add New.
  2. Enter a title for your new membership levels page (mine is “My Level Page”).
  3. Start creating the layout exactly as you need it. Feel free to get creative here. Enhance the page with images, comparison tables, testimonials and more. This is the primary page your potential customers will visit to explore your product and, hopefully, convert to members. It’s important to make the page as compelling, clear and attractive as possible.

Screenshot of admin developing a membership level page using a page builder.

Pro Tip: Keep this page as concise, clear and simple as possible. It can be tempting to add a whole lot of detail to this page, but remember that confusion often leads to “cart abandonment”.

3. Link “buttons” to the level-specific membership checkout page.

As you can see from my screenshots, I created a membership level page that gives a little more information on the two membership levels that I want my users to sign up to. One level is free; the other is a premium membership.

I will now need to link up my membership checkout page to each of my “Sign Up” and “Buy Now” buttons in the layout.

In most cases, the URL for membership checkout will be something like this:
https://SITEDOMAIN.com/membership-account/membership-checkout/?level=1

This URL is primarily the same for each level checkout page—you just need to update the last attribute of the URL with the appropriate level’s ID.

  1. Navigate to the default Membership Levels Page and click the button to membership level that you want to link.

    Screenshot of default Paid Memberships Pro levels page


  2. Copy the URL of the checkout page. Notice that each URL will include the membership level’s ID. In my case, I am linking my “Gold” Membership Level (which has a level ID of “18”). You should see something similar to /membership-account/membership-checkout/?level=18

    Screenshot of admin copying the URL of a Paid Memberships Pro Checkout page

    Pro Tip: You can automatically include a discount code in the URL by adding the attribute &discount_code=CODENAME at the end of the button’s link to checkout.

  3. Add the copied URL to the appropriate button/link that you created on your custom membership levels page. Repeat steps 1-3 for each Membership Level you have added to your custom page.

    Screenshot of Admin pasting in a link to redirect users to the checkout page


4. Last Step: Set your newly created Membership Level page as the default.

This last step will ensure that every generated link to your membership levels page will direct users to your new/custom page instead of the plugin-generated page. If you have inserted a link to the membership levels page within your post content, you will need to manually update those links to this new page.

  1. Navigate to your WP Dashboard > Memberships > Page Settings > Level Page > Select your new membership level page.

    Admin seeting Paid Memberships Pro Default Levels Page


Pro Tip: As a clean up step, you will also want to delete the old (plugin-generated) membership levels page and redirect that deleted page’s slug to this new page. You can alternately update your new page’s slug to match that of your previous page.

That’s it – and that’s alot.

If you have any questions about using this process to create the membership levels page of your dreams, please share a comment below.

How to Set Up Your Membership Level Pricing

This guide covers some of the most common pricing models for membership sites and how to configure level pricing for your site. It’s a useful guide if you’re just getting started with Paid Memberships Pro and would like to learn the different ways you can potentially charge members.


How to set up your Membership Level Pricing

Paid Memberships Pro enables you to charge your members in a variety of ways, including:

  1. Set up a one-time/one-time “lifetime” payment for membership.
  2. Bill members on a recurring monthly subscription.
  3. Charge members on a yearly basis.
  4. Set up a trial for your members before having them commit to a full membership.

You can offer all of these pricing models and more using Paid Memberships Pro. Below are a few of the most common pricing options we have seen.


Once Paid Memberships Pro is installed on your site, the following settings can be configured in your WordPress Dashboard under Memberships > Membership Levels > Add New Level:


Video Demo


Setting up a once-off payment.

Here are the steps to create a one-time payment that will charge members when they signup for a membership. The membership can last indefinitely or for a specific amount of time.

  1. Set the amount you want to charge immediately at checkout in the “Initial Payment” field.
  2. If necessary, add a Membership Expiration to this level by clicking on the Membership Expiration checkbox (more on this later). If left blank, members will be able to access members-only content indefinitely.
  3. Save your Settings
Default: Change link appears (before CSS)
Pro Tip: Sell access to individual pages or posts, or sell a la carte items for a flat fee by using our AddOn Packages Plugin.

Setting up a monthly payment.

To charge monthly for your site’s membership, do the following:

  1. Set your initial payment to the amount you want to collect immediately when a member completes a checkout on your site. This can be the same amount you plan to charge on a recurring basis or it can be a higher or lower amount.
  2. Select the “Recurring Subscription” checkbox to open up more billing options.
  3. Set the Billing Amount and the Billing Frequency. If you want to bill clients monthly be sure to set your frequency to “1” per “Month(s)”
  4. Save your Settings.
Default: Change link appears (before CSS)

Setting up annual payments.

To set up a yearly pricing model for your membership level, do the following:

  1. Set the amount you want to charge immediately at checkout in the “Initial Payment” field. Again, you can set this first payment to be a higher or lower price than you plan to charge for subsequent years.
  2. Select the “Recurring Subscription” checkbox to open up more billing options.
  3. Set the Billing Amount and frequency. If you want to bill clients yearly be sure to set your frequency to “1” per “Year(s)”
  4. Save your Settings.
Default: Change link appears (before CSS)

Setting up a membership level with an expiration date.

In some cases, you may want to add an expiration date to your Membership Level, if you would like to add an expiration date to your level, do the following:

  1. Navigate to Memberships > Memberships Level in the WordPress Dashboard
  2. Select a Membership Level to edit.
  3. In the Membership Level Settings, check the “Membership Expiration” checkbox to open up the Membership Expiration options.
  4. Set the duration of the membership access. For example, “3 Month(s)”
Default: Change link appears (before CSS)

Video Walkthrough: How to restrict members-only content in Paid Memberships Pro.

If you’re new to Paid Memberships Pro, you may be wondering what settings are available to restrict access to members-only content on your site. This video extends our documentation on Controlling Members-Only Content and provides a quick tutorial to familiarize yourself with a few methods to lock down your posts, pages, and categories.


Control your content.

Paid Memberships Pro is a WordPress Plugin that allows you to add Membership functionality to your website. One primary application of our plugin is to allow users to signup for a membership level in order to gain access to specific, restricted members-only content.

Once you’ve completed the initial installation and setup, you can begin to restrict your site’s pages, posts and other content. In the video below, I will walk you through the three most common methods of turning your website into a membership site by restricting pages, posts, and hiding specific sections of content using the [membership] shortcode.


Video Walkthrough

 

BuddyPress Seminar April 11th and 12th, 11am to 3pm EDT

On April 11th and 12th from 11am to 3pm EDT we will host a two-day online seminar on using BuddyPress with PMPro.

We will field questions on using the two plugins via live video stream and offer hands-on help as you set up BuddyPress. Join the whole seminar or pop in for an hour or two. Our goal is to help as many of you as possible to make full use of these plugins and learn how you are using BuddyPress so that we can improve our platform.


You can prepare for the seminar by setting up a development site either on your web host or a local site created via Local by Flywheel. Be sure to install and activate these plugins: Paid Memberships ProBuddyPressand our BuddyPress Integration Add On.

The seminar includes a space for chat, but if you’d like to be included in our Slack channel, please request an invitation via the Contact Form.

A link to access Day 2 of the seminar will be posted below for our support-level members.

Thanks! I look forward to helping as many of you as possible with BuddyPress and Paid Memberships Pro.

This entry was posted by Jason Coleman in Add Ons, Videos and tagged . Bookmark the permalink. Last updated: April 10, 2018. Titled BuddyPress Seminar April 11th and 12th, 11am to 3pm EDT

Building a Better Library of Video Documentation

Get your membership site up and running faster with these newly added setup videos. We’re expanding our video guides to help new membership sites to get started using the Paid Memberships Pro plugin.

Check out some of the new videos added below or browse the full library of video content.


Video: Setting up a Customizations Plugin
Video: Install Paid Memberships Pro

Video Tutorial: Initial Setup
Video: Adding a New Membership Level to Paid Memberships Pro


Video: Page Settings
Video: Payment Settings


Video: Email Settings
Video on Advanced Settings

Helping Rabbi Patrick Simplify and Manage Complex Online Learning Programs

Learn how to simplify a complex structure of over 150 levels into a manageable 3-level membership site.

Jason spends some time talking with Rabbi Patrick, Director of Programs and Strategy for Darshan Yeshiva. The interview also includes takeaways on managing members and tutors across the US for an Online Learning program focused on Conversion to Judaism and Ongoing Judaism Education.


Helping Rabbi Patrick Simplify and Manage Complex Online Learning Programs

We apologize for the audio quality in this video! We promise to improve as we record more!


Just want the audio?

[download .mp3]


About Rabbi Patrick A. Beaulier

Rabbi Patrick A. Beaulier’s focus at Darshan Yeshiva is developing new programs and Jewish leaders. He is best known as co-founder of PunkTorah (the parent organization of Darshan Yeshiva). Rabbi Patrick has a BA from City University of Seattle, rabbinical ordination from RSI and holds several certificates in different areas of pastoral care. Rabbi Patrick also serves as spiritual advisor for Bonay Kodesh, an independent Jewish community in Chesterfield, VA.

Rabbi Patrick A. Beaulier is the Founder PunkTorah, a non-profit whose mission is to empower independent Jewish spirituality. Their core offering is Darshan Yeshiva, which delivers Jewish learning for for beginners to advanced students and includes a Conversion to Judaism program.

Rabbi Patrick is also an American writer, blogger, podcaster, non-denominational rabbi and spiritual leader, educator, and retired punk musician.

Check out more about Rabbi Patrick via his websites https://darshanyeshiva.org, http://punktorah.org, and http://rabbipatrick.com.

5 Principles for Improving Relationships to Grow and Retain More Members

Jason and I recently met up with an old friend and former client, Ed Wallace, to discuss member organizations, associations, and membership sites. Watch the full interview below or listen via the audio-only link to discover how these 5 key principles can improve your membership or association’s offering.


Applying the Principles of The Relationship Engine to Your Membership Site


Just want the audio?


[download .mp3]


About Ed Wallace

Ed Wallace is President and Chief Relationship Officer of The Relational Capital Group. He consults with and speaks for corporations and associations across the globe with a client list that is a Who’s Who of Fortune 500 companies.

He is the author of The Relationship Engine, which provides a systematic approach for becoming an intentional, masterful relationship-builder. Ed has become critically acclaimed as the foremost authority on business relationships and their impact on performance.

In addition, Ed is currently on the Executive Education faculty of Drexel’s LeBow College of Business and Villanova University’s Human Resources Master’s program.

Installation and Initial Setup Video Refresh

We want to extend a big thank you to our team member Travis Lima for recording a new Installation and Initial Setup Video. Our previous video was terribly out of date and many features of the dashboard have been updated since that video was recorded.

Installation and Initial Setup Video Tutorial

Watch the Video


Step-by-step instructions from this video are available here »

Jason Coleman on Transitioning From Consulting to Products | WordCamp Atlanta 2016

Many of our customers use Paid Memberships Pro to move from a service, training or consulting business into a product-based business.

If you’re currently on this journey or considering a change, watch Jason’s presentation from WordCamp Atlanta to learn about our transition from web consultants to the owners of Paid Memberships Pro.




Want a more detailed guide?

We’re working on a companion eBook to share more details from our personal experience and guides for anyone considering a similar change. Post a comment below if you have any specific questions about this transition.

This entry was posted by Kimberly Coleman in Newsletter, Videos and tagged . Bookmark the permalink. Last updated: May 11, 2016. Titled Jason Coleman on Transitioning From Consulting to Products | WordCamp Atlanta 2016

Video Presentation on Pricing Membership Levels

I’ve uploaded my video on Pricing Your Membership Levels. In place of the webinar on pricing, I’ve made this video of myself talking through the presentation I had put together.

Watch the Webinar Recording


Note: Today we had a major technical fail while trying to run our user webinar. I’ll skip the details, but we messed up big time, and people were left hanging and waiting for things to start. We were so delayed in getting things started and not confident that we could round viewers up to deliver a quality webinar. And so we decided to cancel the event. It wasn’t an easy decision, and we’re very sorry to the members who were ready and looking forward to that webinar.

Ask questions. Let’s setup an interview.

I’d really like to answer specific questions and address specific businesses that are struggling with pricing. So if you have a question, please post it in the comments below and I will do my best to address on the blog here. If you are open to a filmed interview that we could share on the site here, let us know. I will reach out to some of you to do one-on-one consultations that I think will be educational for everyone.


Watch the Webinar Recording