Description: Complete system for creating, managing, and selling subscriptions and exclusive access plans (membership) for your customers.
What is it for? (Practical examples)
Use the Membership module to:
- Create a recurring revenue stream: Offer monthly or annual subscriptions for access to premium services or exclusive content.
- Protect content: Restrict viewing of pages, articles, or specific sections of your site only to users who have purchased a certain plan.
- Segment customers: Easily identify active, trial, or expired customers to send targeted communications through automations.
Main Features
Plan Management
The system allows you to define every aspect of your subscription plans:
- Plan Details: Title, description, preview (image/gallery), and categorization for better organization.
- Pricing and Taxation: Set the price and applicable tax.
- Duration and Renewal: Configure one-time or recurring paid plans. For recurring plans, you can define the duration (weeks, months, years) and the maximum number of allowed renewals.
- Trial Period: Option to offer a free or discounted trial period before activating the full subscription.
Content Protection
You can restrict access to any page or article in your system based on the membership plan owned by the user.
- Plan Restriction: Assign one or more required membership plans to view the content.
- Custom Message: If a user lacks the necessary permissions, you can choose to show a default error message or custom content (created with Visual Builder).
Client Area
In the Reserved Area, your customers can actively manage their subscriptions:
- Status Display: Customers see their active subscriptions, expiration date, and remaining days.
- Renewal Management: If the plan is recurring, the customer has the option to deactivate automatic renewal independently.
Frontend Display (Visual Builder)
The module offers dedicated blocks to build sales and catalog pages:
- Detail Pages: Blocks to show Title, Description, Price, and Checkout Form for a single plan.
- Plan Lists: Blocks to display complete catalogs of plans, filterable by category or via text search.
- Category Lists: Blocks to show plan categories, with options to hide those that do not contain active plans.
How to configure
Plans and Categories
Plan configuration takes place in the dedicated sections of the Membership menu:
1. Plan Categories: Organize your plans into hierarchical categories.
2. Plans: Create individual plans by defining price parameters, duration, and trial.
Configuration Options (Email)
In the Membership module settings panel, there is an "Email" section for managing expiration reminders.
| Option | Description |
|---|---|
| Send expiration reminder | Select how many days before a subscription expires you want to send an automatic reminder to the customer. You can select multiple days (e.g., 7 days before and 1 day before) or select "At expiration" (0 days). |
Automatic Integrations
Marketing Automations
The module integrates directly into the Automation system (or Autopost) to perform actions on the user's profile:
- Assign or Remove Membership: You can add or revoke a membership plan from a user at any point in an automation flow.
- Automatic Duration: When assigning a plan, you can set a specific duration (unlimited, custom in days/months, or a fixed date) that overrides the plan's default duration.
Cart and Payments
Membership plans are treated as purchasable products within the cart, automatically handling prices, taxes, and subscription data needed for recurring payments.
Advanced Conditions and Filters
The module adds new conditions usable for customer segmentation, automations, or creating specific lists:
- Membership Status: Filter customers based on Active or Inactive status for a specific plan or an entire category of plans.
- Elapsed Time: Filter based on days passed since subscription activation.
- Remaining Days: Filter based on days left until subscription expiration.
- Number of Payments: Filter based on number of renewals or payments received for a given plan.
User Registration
It is possible to configure user registration forms to automatically assign one or more membership plans to customers immediately after they sign up.
Data Import (CSV)
When importing customers via CSV file, it is possible to specify an expiration date for assigning a membership plan, facilitating migration of existing subscriptions.
Scheduled Automatic Operations
The system performs scheduled automatic operations for:
- Sending Reminders: Automatically sends expiration reminder emails and expired subscription notifications according to defined settings.
API Integrations
API endpoints are available for external developers allowing retrieval of plan lists and subscription status of a specific user.
