Track Membership Signups and Stats on a Mobile Device

Stay on top of membership site signups (and your membership site revenues) on a tablet or mobile device using the Responsive Reports Dashboard Add On or via SMS Membership Checkout (text) Messages.


pmpro-reports-dashboardResponsive Reports Dashboard Add On

This streamlined dashboard loads outside of your WordPress admin and pulls in the default reports displayed under Memberships > Reports, plus any additional reports you have added via this method. The included reports can be modified using the pmpro_reports_dashboard_reports filter.

Jason and I use this add on multiple times per day to track signups for our support membership options. We both have saved the direct link to the reports dashboard on our mobile phones. Here are the instructions for adding the report link to your device.

View the Add On

pmpro-sms-notificationSMS Membership Checkout Messages

The code recipe below sends a short email/text message/sms with each Paid Memberships Pro Membership Checkout (for the specified levels).

Copy and paste this code recipe into a helper PMPro Customizations plugin. Modify line 9 with your mobile email address and line 12 with the level IDs you wish to receive notification for.

This code recipe requires a PMPro Core Account or higher.

View Membership Options


What other notification methods would you like to see?

If you have another service or method that you would like to connect to your membership site reports, let us know in a comment below.

Restrict Discount Code Usage to One Time Per User

The code recipe below limits the specified discount codes to one use per “user” (a single username/email address in your WordPress Users list).

If you are using discount codes to give free trials, see this post for a better method to offer trial memberships that can only be used once.

This page requires a PMPro Core Account or higher.

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Membership Checkout Notification Methods via Apps, Text Message or Slack

If you’d like additional notification when members complete checkout on your site, here are a few options, including a code recipe for SMS/Text Message notification, the new Slack Integration add on, and the PayPal or Stripe apps.


paypal-app-ios-notificationsPayPal App [iOS] [Android]

The PayPal App, available for both iOS and Android, allows you to keep track of your PayPal account. It includes push notifications for incoming money (i.e. Membership Checkouts) and outgoing funds (i.e. Refunds or other purchases with your PayPal account).

I use the PayPal app to receive notification of membership checkout for our PMPro Core and PMPro Plus levels. It’s very quick to setup, simply download the app then login with your PayPal account credentials for the PayPal account linked to your membership site. You can also easily transfer fund from your PayPal account to your linked checking/savings accounts via the “Wallet” > “Withdrawal” screen.

Notifications can be configured via Settings > Notifications.


stripe-app-ios-notificationsStripe Dashboard App [iOS]

The Stripe Dashboard App, available only for iOS, allows you to keep track of your Stripe account. Toggle the push notifications that you want to see, including Today’s Summary, Payments and New Customers.

If you’re on Android, use your Chrome browser to navigate to the Stripe Dashboard. Then, click the ”  ” icon and click “Add to Home Screen”. This will add a shortcut link to the very mobile-friendly Stripe Dashboard.

Just like the PayPal app, Stripe Dashboard is very quick to setup, simply download the app then login with your Stripe account credentials for the Stripe account configured on your membership site. Notifications can be configured (in the iOS app) via the “gear” icon in the upper right under Notifications.

Note: I stopped using the Stripe Dashboard app due to some bugs related to the app “resetting” my push notification settings. (we’re shared into more than one Stripe account and I only want notification for my main account, but it kept refreshing and sending notification for all accounts).


Get an SMS/Text Message

Here’s a quick code recipe that will send a short email or sms message to the specified address(es) after Membership Checkout. Set your notification addresses on line 9 (to get the notification address for your mobile carrier, see http://www.emailtextmessages.com/. Set the level(s) you’d like to receive notification for on line 12, or completely remove lines 12 to 14 to receive notification for ALL Membership Checkouts.

This code recipe requires a PMPro Plus Account or higher.

Copy and paste this code recipe into a helper PMPro Customizations plugin.


pmpro-slack-app-notificationsSlack Integration Add On

We’ve just released a new Slack integration, that allows you to receive Membership Checkout notification in a specified Slack channel.

Slack is a messaging app for teams. You can use Slack in your browser or via a native app for iOS, Android], Mac], or Windows.

BONUS: If you have notifications set up via the Slack app you wouldn't need any of the other methods above!

Installation

  1. Members with a valid PMPro Plus license can install and activate this add on via the Memberships > Add Ons admin page. Or, download the zip file here and upload the ‘pmpro-slack’ directory to the ‘/wp-content/plugins/’ directory of your site.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Navigate to Settings > PMPro Slack in the WordPress admin to configure the add on.

Settings

You’ll need to create a Slack web hook URL.

  1. Go to https://slack.com/services/new/incoming-webhook
  2. Create a new webhook
  3. Set a channel to receive the notifications
  4. Copy the URL for the webhook

Then under Settings > PMPro Slack in the WordPress admin…

  1. Paste the webhook URL into the “Webhook URL” field
  2. Select the levels you’d like to receive Slack notifications for
  3. click “Save Changes”

pmpro-slack-settings

View the Add On

Add First and Last Name Fields to the Checkout Form

Update: We have made a plugin based on the code below to make it easier to add first and last name to the user account section of the PMPro checkout page.

We will leave the tutorial below in place in case you are interested in how this code works. However, one of the plugins linked to at the top here would be the best way to add these fields to your checkout form.

View the Add On

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