Documentation

Quick Start

There are three core things you must do before you can open your site for business.

  1. Define your membership levels by either modifying the defaults or adding new ones.
  2. Connect your Stripe or Paypal account to the membership module.
  3. Add content and/or update the default content on relevant pages, articles/posts/documents.

1. Define Membership Levels

You can define multiple membership levels, each of which can have different prices, type of pricing, expiration dates and so on.  Easy Membership Sites automatically creates three membership levels for you – Silver, Gold and Platinum.

You can, of course, change the names of these levels, deactivate one or all three and change their parameters.

To change any of the existing membership levels:

  1. Log into the administrative area of your site (the “admin dashboard”).
  2. Go to MEMBERSHIPS->SETTINGS
  3. Make sure you’re on the LEVELS tab/link (you should be since this is the default tab).
  4. From the list click on any item under the NAME column.  Or hover over an item in the list and click on the EDIT link that shows up.
  5. On the EDIT screen you can change the name of the level, enter or update the description and change the pricing.
  6. When you are done, simply click the SAVE LEVEL button at the bottom of the screen.

To delete an existing membership level:

  1. Log into the administrative area of your site (the “admin dashboard”).
  2. Go to MEMBERSHIPS->SETTINGS
  3. Make sure you’re on the LEVELS tab/link (you should be since this is the default tab).
  4. Hover over an item in the list and click on the DELETE link that shows up.

To add a new membership level:

  1. Log into the administrative area of your site (the “admin dashboard”).
  2. Go to MEMBERSHIPS->SETTINGS
  3. Make sure you’re on the LEVELS tab/link (you should be since this is the default tab).
  4. Click the ADD NEW button next to the screen title close to the top of the screen
  5. Fill out the data requested
  6. When you are done, click the SAVE LEVEL button at the bottom of the screen.

2. Connect your Stripe or Paypal Account To The Membership Module

Stripe

  1. Login to your STRIPE account and obtain your PUBLISHABLE KEY and SECRET KEY.  (If you want to test your site use the TEST MODE keys – you can switch them to the live keys later)
  2. Log into the administrative area of your site (the “admin dashboard”).
  3. Go to MEMBERSHIPS->SETTINGS
  4. Click on the Payment Gateway & SSL link close to the top of the page.
  5. In the STRIPE SETTINGS section, enter the keys you obtained from Stripe.
  6. Scroll down to the bottom of the page and click the SAVE SETTINGS button.

Paypal

  1. Login to your PAYPAL account and obtain your API Username and Password.
  2. Log into the administrative area of your site (the “admin dashboard”).
  3. Go to MEMBERSHIPS->SETTINGS
  4. Click on the Payment Gateway & SSL link close to the top of the page.
  5. In the PAYMENT GATEWAY field, choose PAYPAL EXPRESS from the drop-down
  6. In the PAYPAL SETTINGS section, enter the keys you obtained from Stripe.
  7. Scroll down to the bottom of the page and click the SAVE SETTINGS button.

3. Update Content

Default Colors/Fonts/Sizes

Before updating your content, you will likely want to change the default colors, fonts and sizes.

You can use the options under APPEARANCE->CUSTOMIZE->HEADINGS to change the color of most standard headings and APPEARANCE->CUSTOMIZE->TEXT to change the color of most standard text.

For the headings and text that do not change, it’s because the design overwrites the default colors set in APPEARANCE->CUSTOMIZE.  You can generally use the PAGE DESIGNER (discussed below) to update these.

Editing Content

There are four types of content pages:

  1. PAGE DESIGNER PAGES such as the home page – these are built with our PAGE DESIGNER that provides more than sixty designer modules.
  2. BLOCK EDITOR PAGES such as the privacy page – these are built with a simpler editor called the BLOCK editor.
  3. POSTS & COURSE CONTENT – these are articles or courses and are built with the BLOCK editor
  4. HEADERS and FOOTERS – these are page components that are modified using the PAGE DESIGNER.

You should read more about these four items with quick ways to edit each of them. In the list below, we’re going to assume that you have read the article in the link and therefore have some idea on how to edit each type of content page.

Here are a list of items you will need to edit before taking your content live:

  • PRICING page – this is probably the first piece of content you would want to update.  Edit this page with the PAGE DESIGNER to update the prices and features you’re offering for each of your membership levels.  If you’re only offering one level you can remove pricing levels from this page as well.
  • HEADER & FOOTER – to replace things such as the logo and copyright. These use the PAGE DESIGNER.
  • POSTS – edit all posts to add content and images and specify membership levels that should have access to each of them.  These use the BLOCK EDITOR.
  • HOME PAGE – uses the PAGE DESIGNER
  • FEATURES PAGE – uses the PAGE DESIGNER
  • Legal pages such as TERMS OF SERVICE, PRIVACY POLICY – uses the BLOCK EDITOR

Ready To Go Live?

There are some final tasks to accomplish just before you go live:

  • Allow search engines to index your site.  You can do this by going to SETTINGS->READING and un-checking the Search Engine Visibility box.
  • Don’t forget to to update your STRIPE or PAYPAL keys to their live versions!

 

 

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