Membership plan options

Membership plans are the core of the plugin. With no membership plans, you cannot hide nor sort any contents. You can configure as many membership plans as you want. To create a new membership plan, just go to to YITH > Membership > Membership Plans and click on Add Plan.

Now you can configure the general settings of the plan and of the content included. In the membership plan you will find two sections, Options and Permissions. We will go through all the options in the next pages.

Membership Options

When you create a new membership plan, the first section you will find is about the membership plan options:

  • Allow access to this plugin after purchasing a specific product: enable this option and select the product (or a product variation) that will grant access to the contents of this membership plan.
  • Set an end time for this membership (days): enable this option to make the membership expire after a certain number of days. If you set 30 days, every user who gets access to the plan contents will be able to use them for 30 days only, after which they will lose access.
  • Show contents in membership details: enable this to show the contents of the plan in the custom endpoint Membership in My account.

Memberships in My account

  • Include contents of these plans: you can automatically include the contents of other membership plans that you’ve previously created. This option turns out to be really handy if you have layered plans, for example a Golden plan includes the Silver and Bronze one plus additional contents.
  • Users can download:
    • all downloadable products without any limit
    • using credits associated to products to download: this option is quite important, as you can activate it to restrict members’ downloads based on the plan and you can find more detailed information in the next paragraph.

Downloads restrictions and credits

If in Users can download you select the option to limit downloads and use credits, you will be able to set up the number of credits and regenerate them, if you want to, periodically, as long as the membership is active.

Users of this plan will get XX credits: you can choose how many credits to grant to members.

Every XX XX credits will be restored and unused credits xx: here you can choose whether to activate the regeneration of new credits periodically choosing among:

  • days
  • weeks
  • months
  • years

and choose whether credits unused will be accumulated or lost.

Credits availability for the first time: finally, you will be able to enable a different amount of credits for the first access, so for example, you can grant them 100 credits for the first time and then add 20 credits every week.

The default number of credits for each downloadable product can be set from the plugin general options (see this page), but it can be always overridden from the product details page (in the Membership options metabox) as you can see below.

Please, note, that the credit option is only available for downloadable products, so, if you can’t see it in the product details, just make sure you have checked the downloadable option:

product custom credits

Users will be able to see the number of credits necessary for each product download either from ‘My account’ page or from the product page.

Discounts

Finally, from this page you will also be able to set up a discount on all the products included in the membership plan you’re setting up.

Just enable the option Give discount and enter a percentage value:

Discount on membership products

The discount will be applied to all products of your shop and visible on the product page:

Discount on product page

If you want to grant different discounts based on categories or on specific product or create some special offers only for the members of a specific plan, then, you might want to consider the integration with YITH Dynamic Pricing and Discounts plugin. Please, refer to this page for more details.

Membership plan Permissions

In the section below you will also be able to set the membership plan Permissions, so you can set here which contents will be restricted and accessible only to members of this plan and how to sort them.

It includes 3 sections for pages, posts and products.

PAGES

permissions pages

  • Pages: select pages here
  • Page sorting:
    • alphabetically ascending
    • alphabetically descending
    • date ascending
    • date descending
POSTS

permissions on posts

  • All posts
  • specific posts / post categories / post tags: you will be able to select them
  • Post sorting (same options as above)
PRODUCTS

permissions on products

  • All products: this will include all products except for those products that allow purchasing memberships (otherwise there would be no way to purchase a membership plan).
  • specific posts / post categories / post tags: you will be able to select them
  • Product sorting (same options as above)

Edit membership options from the product/page/post view

From the page/post/product edit view, you will be able to customize and override some of the membership options. You will find them all grouped in the Membership options box.

Let’s see which options are available.

1. Include in a plan

You can choose to include any type of content to your memberships: a page, a post, a product or any other media uploaded on to the site. For each type of content in your site you can set the membership plan it is associated to, regardless of general configuration settings of the plan together with other membership options.

To do that, log in as admin to your site and open the page (or post or product) and select the membership plan you want to add it to from the Membership options metabox.

membership options metabox

Include this content in the following plans: choose the plans to include this content in.

For the X plan, make it available (you will see this option replicated for every plan entered above):

  • immediately
  • after X days from signup: you can choose to make this content available to users only after a specific number of days since the purchase date.

2. Credits

Here you can override the number of credits needed to download this item.

credits on product page

Please, consider that this option is only available if it’s a downloadable product and you’ve previously enabled the credits option from the General options > Shop options.

3. Redirect link

If in the General options tab you’ve chosen to redirect non-members to a specific link, you can however override this link from the product/post/page with a custom URL.

Redirect URL from General options
Redirect URL from General options
Redirect non-members
Redirect URL from post/product/page details

4. Alternative content for non-members

You can override here the alternative content that will be shown to non-members who visit this page/post/product. You can either type in a custom text from the built-in editor or load one of the previously created contents.

  • Enter alternative content text
    Alternative content from product/post/page
  • Load an alternative content
    Alternative content metabox

Please, refer to this page for more details about how to create and customize the alternative content.

5. Protected files

Finally, from the Membership options box, you will also be able to add files that are linked to this specific product/page/product but that will only be available to members of selected plans.

Enable the option and then add the file URL (you can either add the URL or upload the file right from this page).

Then, select the membership plans for which this media file will be available.

Protected files

To show the download button in the post/product/page, please, make sure you add the [membership_protected_links] shortcode in the content. No worries, it will be hidden to non-members.

For example, you will be able to create a blog post that is visible to everyone (members and non-members), but only members of the Golden plan will be able to download a file attached to it.

Protected files
Protected files – members’ view

Media files

Also media files can be included in one or more membership plans. Yet, this is usually done using the Protected files option so they can be attached to a post or a page.

Yet, if you want to add a specific media file to a membership plan, without including it in a specific post, you can edit permissions directly from the media settings. So, go to Media, select the file and you will be able to choose the membership plans it is enabled for and if this media has to be delayed.

Credits and downloads – Configuration example

On this page, you can see an example for the configuration of a membership plan with downloadable products and credits.

  1. Set up the products

First of all, you will have to create the products that you want to include in the membership. Just make sure you check the Downloadable box and add a file to be downloaded.

Downloadable product

We recommend grouping all the products in one or more categories or tags, as this will make it easier for you to include them in the membership plan with just few clicks.

2. Set up the membership plan

Now, you can create the membership plan that will give access to these products. Go to YITH > Membership > Membership plans and click on Add new.

Set up the plan based on your preferences and make sure you set up the credit system to work as you wish:

In the above image, the membership will grant 10 credits every day, with an initial bonus of 100 credits. Credits will automatically renew every day and if they are not used, they will be accumulated. For a detailed explanation of the membership options and credits settings please refer to this page.

Finally, include the contents of your plan from the Permissions section. We are including only products using the product category where we’ve added all our downloadable products, but you can add any posts, pages, products. Please, refer to this page for more details.

3. Display settings

Now, save and test if the membership is showing the right content. How?

Either make a test order through which you buy the product linked to the membership (if set), or assign the membership plan to yourself from the Users page as explained here. You can remove this plan from your membership at any time, from the same page.

Bulk edit memberships

Make sure you enable the option Show membership history in My Account from the General options as explained here.

And choose the Download button position on the product page from the Shop options menu.

If you want to show the available downloads on any other page of your website, you can also use the Membership History shortcode as explained here or the Membership items shortcode as explained here.

If the downloadable product is included in the plan, it will show a green Download button like this:

Downloadable for free

If the downloadable product is not fully included in the plan and the member will have to use a certain number of credits to get access to it, then, it will look like this:

Product downloads with credits

Membership details

As soon as you open the plugin panel in YITH > Membership, you will be able to see a dashboard with all the memberships created so far. If it’s the first time you’re activating the plugin, you will see an empty page, as you have to start configuring your membership plans. Go here to learn more about how to do that.

Once you have some membership plans and your users start buying access to it or you manually give access to it (check this page for manual attribution), you will see a list of all memberships here with the status:

All memberships

You can edit the membership details at any time by clicking on Edit or move it to the Trash.

If you click on the membership, you will be able to see the main details, like the plan, the starting and expiration dates, the user it belongs to, the order ID through which it was purchased (if applicable) and the membership history with all status changes.

Membership details


If you want to show the same Membership history to the user on the front end, you can enable the option called Show membership history in My Account page from the plugin settings tab, as explained here.

Edit the membership

To edit the membership status (refer to this page to learn about all the available statuses), you can select the membership from the list of all memberships and change it from the box on the right called Membership actions:
actions on membership
You can also add a user to those memberships that have been purchased by guest users:
Link a membership to a user

If you want to edit some specific details, you can enable the Advanced administration below on the same page, which we recommend you only use it if you’re pretty sure of what you are doing, as all changes will not be reversible.

Here you can change the following information:

  • Plan ID
  • Starting date
  • Expiration date
  • Order ID
  • Order item ID
  • User ID
  • Status
  • Paused days
  • Credits

Membership status

There are 7 available statuses for the membership:

  • active: the status of a new membership, which corresponds to the completed order.
  • suspended: user membership is not active.
  • paused: the user has paused the membership (they can pause it in the membership detail page)
  • resumed: this status always follows the “paused” status and it is set manually by the admin (in membership detail page). When this status is set, the plugin saves the number of day the membership has been paused for and will automatically extend the membership expiry date. For the same reason, also the visibility of elements with a delay will be extended.
  • expiring: status of the membership when it is going to expire (starting from 10 days before the expiration). When this status is set, the user receives an automatic email informing about the expiring membership.
  • expired: expired membership.
  • cancelled: user’s membership has been cancelled by the admin.

 

General options

In the second tab of the plugin panel, you will find all the configuration options, grouped in different sections.

General options

In the General options section, you will find the following options:

  • Automatically assign new users to specific membership plan(s): enable this option and select the plan(s) that you want to assign to users on registration. For example, you can disclose the possibility to buy products or even a membership plan only to registered users.
  • How to manage access to restricted content:
    • Hide content: members will view the restricted contents, non-members will be redirected to a 404 page.
    • Show limited content and redirect: non-members will see a partial content and will be redirected to a specific URL when they try to access to full content.

      This option can be overridden from the product page in the Membership options metabox.
      Redirect non-members

    • Show alternative content: the full content will be accessible to members only and you can set an alternative content for non-members or choose one you’ve previously set up.

      Please, refer to this page for a detailed explanation of how to set up alternative contents.
      alternative content editor

    • Show Memberships menu in My Account page: finally, this option allows showing the endpoint Membership in My account, where your users can check all the details related to their memberships:

      Additionally, you can also show the Contents tab for those plans where it turns out to be useful. You can enable the Contents tab from the settings of every single membership plan:

Shop options

Next on the same page, you will find the Shop options.

Shop options

  • Allow guests to buy products linked to a membership plan: by default, guest users cannot purchase a membership, but enable this option if you want to allow them. This way, any user will be free to purchase a membership, without being registered to the site. After the purchase, the system will create a membership with no user linked to it.
    Please, note that these users will not have access to the membership plan linked to the product. So, to make sure they have access at a later time, the administrators can manually add the user to the membership from the membership details. Please, refer to this page to see how to edit an existing membership.
  • How to manage access to restricted products: choose how to manage access to restricted products for members and non-members
    • Only members can view products
    • Everybody can view products, but only members can download them without purchasing them: please, consider this applies to downloadable products only.
      • Download link position: choose one of the default positions among:
        • Downloads tab
        • Before summary
        • Before description
        • After description
        • After “Add to Cart” button
        • After summary
        • or use this shortcode to place the download button anywhere you want it
      • By default, each product download equals to XX credits: set up here the default number of credits for each download (if applicable). You can override this option from the product edit page > General tab:
  • Hide price and add to cart buttons for members: whenever it comes with downloadable products, you can hide the Add to cart button and the price on every product, so members will not be asked to pay for something that is already included in their membership plan.
    Hide price and Cart button (members' view)
    Hide price and Cart button (members’ view)

    Non-members view
    Show price and Cart button (non-members’ view)
  • Discounts applied are:
    • discounts set wen the customer purchases the membership plan
    • discounts currently set in the membership plan

This option is useful, for instance, when you edit the discount percentage of a plan after a while: you will be able to choose whether the members will benefit of the original discount (the one of when they bought the plan) or the new percentage that you’ve set up later.

You will be able to enable the discount and set up the percentage value from the Membership configuration details, as explained here.

Reports

Finally, on the same page, you will find a couple of options for the Reports:

  • Show membership info in Reports: enable this option to show the membership info column in the “Downloads by user” reports:
    Membership info in reports
  • Use external services to get user IP Address: enable to get the user IP address using external services.

To view your store membership download reports, you can go to YITH > Membership > Reports.

Here you will find two tabs, one for download reports and the other for memberships reports.

Download reports

In the first section of this tab, you will be able to see the number of downloads registered in the last 10 days or in the last 12 months:

Download reports

In the second part of this page, you will see another section called Membership download reports that can be filtered by product and user:

Downloads by product

This report shows the list of downloadable products and the number of downloads for each of the.
Downloads by product

This view can be further filtered by user, so it only shows the products downloaded by the selected user.
Filterr downloads by product

Downloads by user 

This report shows the list of all users who have purchased at least one membership. For each user, you can find the following information:

  • total downloads
  • number of unique downloads (downloads of the same product will count always as 1)
  • membership plans associated to the user

Downloads by user

 

To view all the details, click on Show details on the right, and you will be able to see a detailed report for that user:Downloads by user - details

Membership reports

Here in the reports page, you can also filter them by memberships. Here you can see a summary of active and total memberships and the new ones activated in different time ranges.

Membership reports

User registration

Do you want to automatically give access to specific contents of your site to all users who register? You can do that!

First of all, make sure you create a membership plan that includes all the contents that you want to show to registered users from YITH > Membership > Membership plans > Add new plan:

Please, refer to this page for the plan configuration details.

Then, in the plugin general settings (YITH > Membership > General Options), you will be able to enable an automatic plan on registration and pick one that you have previously created:

Now, every new registered user will automatically get access to specific contents!