Configuring the WooCommerce Ultimate Memberships Settings
Viewing Membership Chart
To access a comprehensive memberships chart, navigate to the Home tab within WooCommerce > UL Memberships. This tab provides a complete summary of your memberships, including vital details like:
- Total Members
- Active Members
- Pending Members
- Expired Members
Managing Members in A Grid
Once you’ve reviewed the analytics, head over to the Members tab. Your members are neatly organized in a grid on this page, and you can take the following actions:
- View and edit individual member profiles
- Delete members if necessary.
- Execute bulk actions on multiple members.
- Utilize the search bar.
- Apply filters to sort members by date, status, and other variables.
- Import new members or export existing ones.
- Add a new member.
Adding A New Member
To add a new member, simply click on the “Add New Member” button within the Members tab. Here, you can configure your new member with the following options:
1. Member Profile Field
2. Member Details
Select User: Select a user to associate with the membership
Click “Add New User” to save the changes you have made
3. Order/Subscription Association: Associate orders or subscriptions with the member’s account
Invalid Membership Plan: If there are any issues with the membership plan, you will see an “Invalid Membership Plan” notification
4. Member Notes: Add notes to the member’s profile for your reference
Notify Member Via Email: Enable this option to notify the new member via email when their account is created
Add Note: Click “Add Note” to save the changes.
5. Membership Details:
In this section, you’ll specify the details of the member’s membership plan:
Membership Plan: Select the appropriate membership plan from the list
Member Status: Choose the member status. The dropdown gives you six options to choose from:
- Active
- Delayed
- Pending
- Paused
- Cancelled
- Expired
Member Since: Modify start date to change plan access date
Member Expiry Date: Modify the expiry date to change the plan expiry date for this member
Clear member history: Check this box if you want to clear the member’s history
After you’ve configured all the necessary details, click “Save Member” to update the member’s information.
Managing Membership Plans in a Grid
Go to WooCommerce > UL Membership > Membership Plans to access a dashboard displaying all of your membership plans in a grid
- View, edit, or delete any plan.
- Perform bulk actions on membership plans.
- Search for an existing plan using a search box.
- Filter the plans by month and year.
- Add a new membership plan easily.
Adding a New Membership Plan
To add a new membership plan, click on the “Add New Plan” button on the membership plans dashboard. The tab lets you easily configure the following settings:
Title: Assign a descriptive title to your membership plan for future reference
Membership Plans Data: Define key parameters for your plan
1. Access Settings:
Slug: Create a unique slug for each membership plan
Members Access Requirement: Choose how new members will be added to the plan. The options include:
- I will manually add new member
- New user registration
- New user registration (Admin Approval Required)
- On specific product(s) purchase
Membership Length: Choose the length of your membership plan
- Unlimited
- Number of days
- Date Range
Enable/Disable Sections: Tailor the Member’s Account page by enabling or disabling various sections. You can choose to display or hide:
- Content
- Products
- Discounts
- Notes
- Manage
2. Posts and Pages: Determine which posts and pages your members will have access to upon subscribing to this membership plan
Add New Rule: Further manage access settings for specific posts, pages, and taxonomies by using the “Add New Rule” button
Type: Choose from Post Types, Post/Pages, or Post Taxonomies
Search: Find and add a specific item
Accessibility/Grant Access: Manage access settings
- Only members can view: Selecting this radio button ensures that only members can access the selected pages and posts
Grand Access: Choose when users will get access:
- Immediately
- After Number of Days
Delete Selected: Remove multiple existing rules simultaneously
3. Products: Designate the products or categories that members can access after subscribing to this plan
Type: Choose for what you want to manage access settings
- Products
- Categories
Search Bar: Search for the desired product/category quickly
Accessibility/Grant Access: Manage accessibility/grant access settings. Options include:
- Only members can view and purchase
- Only members can purchase
- Only members can purchase and see
- Only members can view
- Replace Price Text: Replace price text to align with your membership plan’s specifics
- Replace Add to Cart Text: Replace Add to Cart text to align with your membership plan’s specifics
Grant Access: Choose when will users get access
- Immediately:
- After number of days:
4. Discounts: Select the discounts available to members who subscribe to this particular membership plan
Type: Choose how you want to give discounts to customers:
- Based on products
- Based on categories
Search: Search for the desired product/category quickly
Discount/Grant Access: Select the discount type and enter the discount value
- Discount Type: Select the type of discount you want to give to the members
- Percentage
- Fixed
- Discount: Enter the discount value
Grant Access: Choose when users will get access
- Immediately
- After a number of days
- Enter days
Delete Selected: Delete multiple existing rules at once (if required)
5. Emails: Manage email settings for various membership-related notifications in this section
Membership Activated: This notification is sent when a member successfully activates their membership plan
Membership Pending: When a member has initiated the subscription process but it’s not yet fully activated, this email notification is triggered
Membership Ending Soon: As a proactive reminder, this notification informs members that their membership plan is approaching its expiration date
Membership Ended: This notification is sent when a member’s membership plan has expired
Membership Renewal: When a member’s membership plan is eligible for renewal, this notification encourages them to renew their subscription
Managing Profile Fields in a Grid
This section displays your custom profile fields in a grid.
- View, edit, or delete any profile field.
- Perform bulk actions.
- Search for an existing profile field using the search bar.
- Add new profile fields easily.
Adding a New Profile Field
Add Title: Provide a suitable title for your new field
Profile Field Attributes:
Field Name: Provide a unique name to the field. This name is also used as a metakey to store values in the database
Field Type: Select the type of field. There are nine different fields to choose from:
- Text
- Number
- File
- Textarea
- Select (dropdown)
- Multi Select
- Radio
- Checkbox
Field Label: Enter the label for the field
Field Placeholder: Set a placeholder for the field
Profile Field Restrictions:
Membership Plans: Select the membership plans for which this field should be available. (Note: Leave this field empty to make it available for all plans)
Editable By: Choose who can edit this field
- Admin Only
- Admin and User
Show Field On: Specify where this field should be displayed. Options include:
- Registration
- Checkout
- My account
- Member Profile (Admin)
IMPORTANT: Fields with the type “file” are not allowed on the checkout page
Field Priority: Set field priority
Order: Assign a numerical order to the field for prioritization
Enable/Disable: Set the field status
- Enable
- Disable
Configuring Additional Settings
General:
Products on Sale: Mark this checkbox if you don’t want membership discounts to be applied to products that are currently on sale
Login Redirect: Configure the page that members will be directed to upon logging in. The dropdown menu offers a range of choices for you to select from
Register Redirect: Specify the page to which members will be redirected after completing the registration process. There are multiple options to choose from.
Click the “Save Changes” button to apply your General Settings.
Visibility:
Page Visibility: This setting controls the visibility of restricted pages to non-members. Options include:
- Hide Entire Page (Returns 404): Select this option if you want to completely hide the page and display a 404 error to non-members.
- Show Restriction Message: Choose this option to show the title, excerpts (if available), and messages of restriction to non-members.
- Send to Another Page: Redirect non-members to another specific page.
- Redirect Page: Select a page for redirect
Hide Restricted Products: Mark this to hide restricted products from the product catalog
Click the “Save Changes” button to save your Visibility Settings
Members:
Force Registration with Plan: Enabling this option ensures that users must select a membership plan during the registration process
Delete Membership Data: Mark this option to delete the membership data when a user’s account is removed from the site
Click the “Save Changes” button to apply your Force Registration and Delete Membership Data settings.
Import:
Importing Members’ Data from a CSV File
This tab allows you to import member data into your store from a CSV file. Existing member IDs will be updated.
IMPORTANT: You can export your members to get a sample CSV file format. Use the “Export Members” button to obtain this sample file.
Choose a CSV file from your computer: Click the “Choose File” button to select the CSV file you want to import. The maximum file size allowed is 40 MB.
Click the “Import” button to initiate the data import process.
