WEBVTT 1 00:00:00.320 --> 00:00:04.900 Hey there. We'll be taking a look at how to create and edit membership plans for your website. 2 00:00:05.279 --> 00:00:10.340 Before we get started, it's important to note that there are two aspects to setting up membership plans. 3 00:00:10.800 --> 00:00:14.740 There's creating the membership plans themselves, which we'll be covering in this video. 4 00:00:14.905 --> 00:00:19.485 And in another video, we discuss how to edit your pricing page, which you can see here. 5 00:00:19.625 --> 00:00:24.285 This is the page on your website where visitors can decide which plan they wanna sign up for. 6 00:00:24.345 --> 00:00:30.044 The information displayed on your pricing page is completely independent from how you set up your membership plans. 7 00:00:30.390 --> 00:00:32.489 This page is not automatically updated. 8 00:00:32.950 --> 00:00:45.770 So once your membership plans are all set up and finalized, you'll then want to watch our video that explains how to edit this pricing page to make sure all the features and benefits you've included in your plans are communicated accurately to your prospective members. 9 00:00:46.115 --> 00:00:53.975 Now that that's out of the way, let's head into our website's admin area, and in the left hand menu, we'll navigate to finance and membership plans. 10 00:00:54.515 --> 00:00:57.575 This is where we can view all of our website's membership plans. 11 00:00:57.635 --> 00:01:06.740 There's no limit to how many your website can have, so you can create as many plans as you'd like, but most of our users start with somewhere between 1 and 3 membership plans. 12 00:01:06.880 --> 00:01:12.260 There's quite a bit of information displayed here at a glance, so let's break this page down column by column. 13 00:01:12.735 --> 00:01:15.315 We'll start with the 2nd column, Plan Details. 14 00:01:15.775 --> 00:01:23.075 Here's where you can view the name of your membership plans, the plan IDs, and if the members within these plans have free or paid accounts. 15 00:01:23.375 --> 00:01:29.810 In the first column, Actions, we have a button that will take us directly to the sign up page for each membership plan. 16 00:01:29.950 --> 00:01:35.410 What's great is once you set up a membership plan, the sign up page for that plan is automatically created. 17 00:01:35.550 --> 00:01:46.445 So you can grab that sign up page URL if you need to send somebody that direct link or link to the sign up page for a particular membership plan from another page on your website, such as the pricing page. 18 00:01:46.585 --> 00:01:52.205 We also have an edit button that we'll click in just a moment so that we can actually edit one of these membership plans, 19 00:01:52.600 --> 00:02:01.660 And we have an actions drop down where we can clone a membership plan, move members from one plan to another, email the sign up page link to someone, or delete the plan. 20 00:02:01.880 --> 00:02:07.805 Now if there's a red button that says sign ups disabled, that means that users cannot sign up for this membership plan. 21 00:02:07.865 --> 00:02:11.165 This is one of the options you can set when editing a membership plan. 22 00:02:11.385 --> 00:02:16.845 The 3rd column, members, displays how many members are registered within each membership plan. 23 00:02:16.940 --> 00:02:21.280 You can click this number to view all of the individual members within a specific plan. 24 00:02:22.380 --> 00:02:25.980 A dollar amount is also displayed below this large prominent number. 25 00:02:25.980 --> 00:02:30.240 This dollar amount is the total revenue that the individual membership plan has generated. 26 00:02:30.545 --> 00:02:31.444 The 4th column, 27 00:02:31.825 --> 00:02:37.045 post publishing, displays all of the post types that the members within each plan can publish. 28 00:02:37.425 --> 00:02:47.560 Column 5, pricing, displays the price that the members within a plan are charged when purchasing leads, how much the one time payment costs, and how much the monthly, quarterly, 29 00:02:47.860 --> 00:02:50.440 semi yearly, and yearly subscriptions cost. 30 00:02:50.500 --> 00:02:58.680 If no prices are displayed in this column, that's because a membership plan is free to sign up for, and purchasing leads is free as well for those members. 31 00:02:58.805 --> 00:03:11.280 And the final column, search rules, displays whether or not members within a plan are searchable on the front end of your website, the priority they have when displayed in search results, and how many categories they're limited to be listed in. 32 00:03:11.520 --> 00:03:15.140 Alright. Now that we have all that covered, let's edit one of these membership plans. 33 00:03:15.360 --> 00:03:18.980 We can change the name of the membership plan here at the top of the page, 34 00:03:19.280 --> 00:03:28.625 and we have a button in the upper right hand corner that will take us to the sign up page for this plan if we need to grab that URL or just wanna make sure the sign up page is looking as expected. 35 00:03:29.165 --> 00:03:32.545 Below the plan name, we have several tabs containing various settings, 36 00:03:32.925 --> 00:03:33.985 sign ups and upgrades, 37 00:03:34.364 --> 00:03:35.425 profile page, 38 00:03:35.970 --> 00:03:40.870 members dashboard, which is where members are directed to after signing in, search visibility, 39 00:03:41.330 --> 00:03:42.470 and post publishing. 40 00:03:42.930 --> 00:03:50.390 Membership plans have several dozen settings that you can configure to really fine tune each plan and offer valuable upgrade options to your members. 41 00:03:50.815 --> 00:03:56.995 Because you have so many settings at your disposal, we won't go through what each one does, but we will discuss some specific items. 42 00:03:57.375 --> 00:04:02.435 First, each setting has some help text that will give you a brief description of what the setting does. 43 00:04:02.655 --> 00:04:07.989 If you want a detailed explanation of each setting, I highly recommend taking a look at our written documentation 44 00:04:08.290 --> 00:04:12.470 in our support center. Our team does a great job breaking everything down in there. 45 00:04:12.530 --> 00:04:15.650 We do also have a search filter in the upper right hand corner. 46 00:04:15.650 --> 00:04:24.884 If you know specifically what setting you're looking for but not sure exactly where it's located in here, you can type a keyword and be presented with all of the relevant membership plan settings. 47 00:04:25.425 --> 00:04:25.745 Okay. 48 00:04:25.745 --> 00:04:33.770 So probably the most important setting, whether a membership plan is free or paid, That's the first setting here in the sign ups and upgrades tab. 49 00:04:33.830 --> 00:04:42.250 If the plan is paid, you can set a variety of payment options, monthly, quarterly, semi yearly, yearly, and or a one time setup fee. 50 00:04:42.550 --> 00:04:51.295 Also in this tab, under sign up settings, you can choose to disable public sign ups for the plan and choose an email template to send to new members after they sign up. 51 00:04:51.295 --> 00:04:56.195 You can use the default welcome email template or create your own email template and select it here. 52 00:04:56.335 --> 00:05:05.730 The profile page tab has plenty of settings for you to display or hide certain elements on member profile pages, such as their contact information and other page elements. 53 00:05:06.110 --> 00:05:12.850 The member's dashboard tab contains settings to choose which items are made available to members within their account after signing in. 54 00:05:13.335 --> 00:05:21.915 Search visibility is where you can set whether or not these members are searchable on the front end of your website and set their search results priority among some other options. 55 00:05:22.375 --> 00:05:24.795 Search results priority is an important setting. 56 00:05:24.855 --> 00:05:32.060 Members with a higher priority will display in search results on the front end of your website above other members who have a lower priority. 57 00:05:32.440 --> 00:05:39.660 Generally, higher tiered or more expensive membership plans will have more visibility or publishing abilities than the lower tiered plans. 58 00:05:40.365 --> 00:05:44.865 Speaking of publishing abilities, that brings us to the last tab here, post publishing. 59 00:05:45.085 --> 00:05:50.525 Posts are pieces of content such as discussions, articles, events, photo albums, properties, and more. 60 00:05:50.525 --> 00:05:56.510 All you need to do here is check off which post types you want to allow these members to be able to publish on your website. 61 00:05:56.730 --> 00:05:59.230 And at the top of this list is member specialties. 62 00:05:59.610 --> 00:06:02.110 This is what we refer to subcategories as. 63 00:06:02.170 --> 00:06:05.870 If you want to allow these members to be able to list themselves within subcategories 64 00:06:06.330 --> 00:06:11.215 in addition to their top level categories, you can check the box here to activate this feature. 65 00:06:11.435 --> 00:06:17.135 Otherwise, if you only want these members to be listed in a top level category, you can deactivate this option. 66 00:06:17.355 --> 00:06:19.855 So there's a brief overview of membership plans. 67 00:06:20.155 --> 00:06:36.579 Again, keep in mind that after you finalize your membership plans here, you'll then want to edit your pricing page to make sure all the features and benefits you've included in your plans are communicated accurately to your prospective members on the front end of your website, and we have a separate video that shows you how to do just that. 68 00:06:36.659 --> 00:06:39.139 If you have questions, please reach out at any time. 69 00:06:39.139 --> 00:06:41.799 Our team is always happy to help and support you.