Managing PMPRO Memberships

1. Location #

1. Plugin index page/dashboard is set here
2. In the sidebar it is located here:
   

2. How to Create Membership Levels

1. Go to Memberships > Membership Levels in the WordPress dashboard.
2. Click Add New Level.
3. Fill in the following fields:
   • Level Name: Name the level (e.g., Bronze, Silver, Gold).
   • Description: Add a description for what this level includes. This appears on the membership sign-up page.
   • Billing Details:
     • Set the initial payment (e.g., $10).
     • If it’s a recurring subscription, enable Recurring Subscription and configure the billing frequency (e.g., $10 every month).
     • Optionally, set a trial period (e.g., free for the first month).
   • Expiration Settings: If the membership expires, set the expiration period.
4. Save the level by clicking Save Level.

3. How to Change Membership Level Descriptions and Prices #

1. Go to Memberships > Membership Levels.
2. Find the membership level you want to edit and click Edit under the level name.
3. Update the Description, Initial Payment, or Recurring Subscription details.
4. Save your changes.

4. How to Set Up Stripe for Payments #

1. Go to Memberships > Settings > Payment Gateway & SSL.
2. In the Payment Gateway dropdown, select Stripe.
3. Follow these steps to connect Stripe:
   • Create a Stripe account if you don’t already have one.
   • In Stripe, go to the API keys section (under Developers).
   • Copy the Publishable Key and Secret Key.
   • Paste these keys into the respective fields in PMPro.
4. Enable SSL for your site to ensure secure payments:
   • Use an SSL certificate (your hosting provider can help set this up).
5. Save the settings.

On staging I always prefer to use sandbox/testing mode.

5. How to Create Discount Codes #

1. Go to Memberships > Discount Codes.
2. Click Add New Discount Code.
3. Fill out the form:
   • Discount Code: Enter the code name (e.g., SAVE20).
   • Discount Amount:
     • Set either a percentage discount (e.g., 20%) or a flat amount (e.g., $10).
   • Start and End Dates: Set the validity period for the discount code.
   • Applicable Levels: Choose which membership levels the code applies to.
4. Save the discount code.

6. Test the Membership System (example is done on staging) #

1. Make sure you are logged out.
2. Test out with random email address generated at some third party service like TEMPMAIL
3. Go to JOIN (membership levels page)
4. Pick a certain level and this values should be saved in a cookie:
   1. pmpro_visit – 1
   2. membership-type – {choosen level}
5. You will be redirected to the register page and enter register info there.
   1. You can do registration by completing the form or simply by clicking the GOOGLE sign and do the register part taken care of by google.
6. After completing, you should get to the activate your email notice page, go check your email and open the link that automated email has sent you.
7. Clicking that activate link should redirect you to the loading page and after 2-3 seconds to the SIGN IN page
8. After sign in you will be redirected and forced to checkout page as long as you don’t complete it.
   1. Going to profile page or anything related to your profile will be blocked and redirected to the checkout page as long as you don’t complete it.
9. Completing the checkout will get you the bill and entered into the stripe database.
   1. You can either run checkout process by test card or real card.
      1. If you’re using real card, consider this:
         1. Either enter 100% coupon OR
         2. Enter full payment and do a refund after checkout on the stripe dashboard (you will need an access to the stripe dashboard) OR
         3.  Switch to test mode in the membership settings and use test card
   2. If any errors occur or incomplete payments, every trace will be logged in the stripe dashboard (by stripe dashboard I mean the third party service, not in the WP CMS).
10. You should be ready to fully use the platform!

7. Customizing Membership Emails #

1. Go to Memberships > Settings > Email Settings.
2. Edit the following:
   • From Email Address: Set the sender’s email.
   • Email Templates: Customize emails for events like membership confirmation, renewal reminders, etc.
   • You can also install the Email Templates Add-On to enhance this further.

8. Tips for Managing Members #

1. View members in Memberships > Members List.
   • Search for members by name, email, or level.
2. To manually change a member’s level:
   • Hover over user in the members list and click EDIT MEMBER
   • Go to memberships tab
   • Change membership
   • You will probably get some warning, but that is just PMPRO membership warning bug which doesn’t prevent you from changing the level
3. In the EDIT MEMBER tab you will also have full logs of every interaction of a user to the membership like orders log.