Description: This tool allows you to create and configure subscription packages (Membership) or custom digital cards, managing prices, recurring durations, and the graphic design of the card.
What is it for? (Practical Examples)
Use this tool to define and sell services or subscriptions with specific features:
- Creation of recurring subscriptions: Sell monthly or annual packages with options for automatic renewal and duration limits.
- Offering trial periods: Configure an initial period (e.g., 7 days or 1 month) at a promotional or free price before the full subscription starts.
- Digital card design: Design the visual appearance of the cards that your customers will see in their Client Area, defining where to place elements such as the barcode or expiration date.
Main Features
- Price and Tax Management: Set the sale price and select the applicable tax rate.
- Recurrence Configuration: Ability to define the package as a "one-time" purchase or as a recurring subscription (monthly or annual).
- Trial Period: Optional definition of an initial trial period (duration and price).
- Graphic Customization: Upload the card background image and use a graphic tool to position and color dynamic fields (Name, Code, Expiry) on the card.
- Visibility in Client Area: Control over displaying the active card directly in the user's reserved area.
- Communication Management: Customize automatic email templates linked to subscription activation and expiration.
How to Configure
Card configuration is divided into two main sections: General and Template.
General Section
| Field/Option | Description |
|---|---|
| Card Title | The name of the package or card. |
| Slug | The friendly URL identifier of the package (automatically generated from the title). |
| Description | Detailed description of the product or service offered. |
| Preview / Card | Upload images (preview for product list and main image of the Card). |
| Card Visibility | Select if the card should be shown in the Client Area after purchase. |
| Price and Tax | Define the cost of the package and applied tax. |
| Recurring Package | Enable subscription options (duration, automatic renewal). |
| Period Duration | Set recurrence duration (e.g., 12 Months or 1 Year). |
| Automatic Renewal | Enable automatic subscription renewal. |
| Maximum Number of Renewals | Limit how many times the subscription can renew (0 for unlimited). |
| Trial Period Duration | Set duration and initial price for a trial period. |
| Print Width (mm) | Defines physical width of the card if printing is planned. |
| Card Text Positioning | Graphic tool to define exact area and color of dynamic texts (Name, Code, Expiry, Card Date) appearing on the card image. |
Template Section
This section allows customizing email messages automatically sent to users regarding their subscription.
| Email Template | Purpose of Communication |
|---|---|
| New Subscription | Sent to user when membership is activated. |
| Expiry Reminder | Sent before subscription is about to expire. |
| Expired Subscription | Sent when membership has ended. |
For each template, you can enable or disable sending and override default message content.
Automatic Integrations
The Card and Membership module integrates with various system areas to automate sales and communication processes:
1. Client Area: Digital cards and subscription status are automatically made available for user consultation.
2. Billing: Prices and taxes are managed through the central billing system, ensuring correct calculations.
3. Renewal Automation: If automatic renewal is enabled, the system connects to payment preferences configured in the Membership module to manage recurring payments.
4. Media Manager: Images uploaded for preview and card are centrally managed in the media library.
