Videos, Interviews, and Webinar Recordings

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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.

Add “Select a Payment Plan” box to membership checkout (code demo)

Do you offer three different payment options for the same membership access? This new code gist allows you to easily add a selection box to the checkout page. The code example below shows you how to define level “groups”—levels that are related and should appear as payment plans on the membership checkout page.

Add Member From Admin Add On

Allow Administrator and Membership Manager roles to add members in 1-step via a new admin page.

Add name to checkout

Add Name to Checkout

Adds “First Name” and “Last Name” fields to the “Account Information” section of the Membership Checkout page when using Paid Memberships Pro.

Add PayPal Express Option at Checkout

Appeal to the highest number of potential customers by offering PayPal as a payment option in addition to your onsite credit card payment gateway.

Auto-Renewal Checkbox at Membership Checkout

Allow the member to select automatic renewals via a checkbox on the Membership Checkout page.

Capture Name and Address

Capture Name & Address for Free Levels or for Offsite Gateway

Capture name and address fields for free levels or for offsite payment gateways.

Create a Landing Page to Capture Email Addresses

This tutorial video shows you how to add a free membership level and set up a landing page to capture subscribers.

Custom Fields with PMPro Register Helper

This webinar covered installing the Register Helper Add On and an overview of all the field types and settings you can use….

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Custom Level Cost Text

Modify the default level cost text per level, per discount code, or globally via advanced settings.

Custom Post Type Membership Access

Adds the ‘Require Membership’ meta box to all CPTs selected and redirects non-members to the selected page.

Donations Add On

Allow customers to set an additional donation amount at checkout.

Video: Install Paid Memberships Pro

Download & Install

Directions on downloading and installing the Paid Memberships Pro plugin….

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Email Confirmation Add On

Require members to click a validation link in the confirmation email in order to verify membership.

Failed Payment Limit

Cancel members subscriptions after X failed payments. Where “x” is a value you define for your own site needs.

Goals Progress Bar Add On for Paid Memberships Pro

Goals Progress Bar

Display a progress bar for membership site signup, sales, or revenue goals.

Group Discount Codes

Adds features to PMPro to better manage grouped discount codes or large numbers of unique discount codes with the same pricing.

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 (more…)

Hide Admin Bar from Non-Admins

Perfect for sites where there is only one admin who needs access to the dashboard and the admin bar.

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 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 (more…)

Limit Post Views

Integrates with Paid Memberships Pro to limit the number of times non-members can view posts on your site.

Lock Membership Level

Lock a user’s membership level or lock all members of a level for a specified term (for required installments).

Mailchimp

This webinar covered a walk through of setting up a Mailchimp account, installing the MailChimp Add On for Paid Memberships Pro, setting up a free level to gather email addresses, and automatically sending your blog posts to your mailing list….

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Member Directory and Profile Pages

Enhance your membership site with a public or members-only searchable directory and customizable member profile pages.

Member History

Display a history of a user’s Membership on the User Profile for admins only.

Member Homepages

Redirect members to a unique homepage/landing page based on their level after login or when directly linking to your website.

Membership Card

Create a printable, customizable Membership Card for Paid Memberships Pro members or WordPress users.

Membership Pricing Pages and Streamlining the Checkout Process

This webinar covered designing your membership levels page (using our Advanced Levels Page Shortcode Add On, your theme’s pricing page layouts, other pricing page plugins and more), as well as some tips and tricks to streamlining the membership checkout process….

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Multiple Membership Levels Per User: The Workarounds

This webinar covers ways to allow multiple membership levels per user. Before viewing the webinar, please read about the options introduced in this post….

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Pay by Check

Pay by Check Add On

A collection of customizations useful when allowing users to pay by check for Paid Memberships Pro levels.

PayFast Payment Gateway

Add the South African payment processing service PayFast as a gateway option for Paid Memberships Pro.

Pricing Your Membership Levels

This webinar discusses pricing models for membership site. We’ll cover the standard pricing models and explore pricing best practices….

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Reason for Cancelling

Require members to provide a reason for leaving before they can cancel their membership.

Roles for Membership Levels

This Add On will create a WordPress User Role for each membership level you have created, giving you the ability to assign permissions or capabilities for each specific role by means of a third party plugin.

Set Expiration Date

Set a specific expiration date (e.g. 2013-12-31) for a PMPro membership level or discount code. This expiration date will override any expiration period set on the level.

Sitewide Sale Add On

Sitewide Sales

Create, manage, and view advanced reports for a sitewide or flash sale on membership, such as a Black Friday or Cyber Monday promotion.

State Dropdown

Adds a Country and State dropdown selection field to the user Billing Address section at checkout for Paid Memberships Pro.

Video: Adding a New Membership Level to Paid Memberships Pro

Step 1. Add a New Membership Level

The first step to setting up Paid Memberships Pro is creating a Membership Level.

Video: Page Settings

Step 2. Setting Up Pages

The Memberships > Page Settings admin page allows you to generate and manage all frontend pages needed for your Paid Memberships Pro site….

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Video: Payment Settings

Step 3. Payment Gateway & Security

The Memberships > Payment Settings admin page allows you to control the payment gateway settings for your Paid Memberships Pro site….

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Video: Email Settings

Step 4. Email Settings

The Memberships > Email Settings admin page allows you to control emails sent by your Paid Memberships Pro site….

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Video on Advanced Settings

Step 5. Advanced Settings

The Memberships > Advanced Settings admin page allows you to control other customization settings for your Paid Memberships Pro site….

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Subscription Delays

Subscription Delays

This Add On adds a “delay” field to membership levels and discount codes, allowing you to set a variable-length period between your initial payment (if required) and recurring subscription payment.

Table Layout Plugin Pages

This is an archived version of the table-based layouts for default Paid Memberships Pro pages, including the Checkout, Billing, and Confirmation pages.

Using the Memberlite Theme

This webinar covered installing the Memberlite theme and using some of the most important settings and shortcodes….

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Variable Pricing Add On

Allow customers to set their own price when checking out for your membership levels.

Video Tutorial: Initial Setup

Video Tutorial: Initial Plugin Setup

A step-by-step guide on setting up the Paid Memberships Pro Plugin and launching your membership site….

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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.