'`
For example, to insert a member's referral link:
```text theme={null}
{{ person|lookup:'Memberful Referral Link' }}
```
![Memberful referral link]()
## Use custom field answers for segmentation and personalization
You can [collect up to 5 custom fields](/docs/configuration/feedback-and-policies/create-custom-fields/) right after your members complete the checkout form. You can then use those answers to segment your members or personalize email campaigns.
![Using custom fields to segment and personalize in Klaviyo]()
Fields with predefined options (checkbox and dropdown) are ideal for segmenting members — for example, asking where they consume your content or which benefits interest them most.
Fields with free-form answers (text and comment) are best for personalizing emails such as including nicknames or social handles.
Each selected option in a checkbox or dropdown field becomes a new custom property inside Klaviyo.
![Klaviyo custom properties]()
You can use these properties to build custom segments by choosing **Properties about someone** in the segment editor.
![Memberful properties]()
You can also use them to personalize emails by clicking **Add personalization** in the campaign editor.
![Personalize emails]()
## What happens when you reconnect your email service provider?
When you reconnect your integration, we'll resync your members and update the appropriate custom profile properties, applying them to active members and removing them from inactive ones. To avoid unintended email triggers, disable any [Klaviyo automated flows](https://memberful.com/docs/newsletters/integrations/klaviyo#send-automated-flows) before reconnecting.
# Integrate with Mailchimp
Source: https://memberful.com/docs/newsletters/integrations/mailchimp
Connect Memberful to Mailchimp to sync members as subscribers and use Mailchimp Groups based on plans, products, and signup sources for targeted campaigns.
[Mailchimp](https://mailchimp.com/) is a marketing automation platform that connects directly with Memberful. Once integrated, Memberful exports your members as Mailchimp subscribers and keeps your mailing list updated automatically — adding new members, syncing existing ones, and tagging subscribers based on their plans, products, and signup sources.
In this help article, we'll show you how to connect Mailchimp to Memberful, how syncing works, and how to segment and personalize campaigns using Memberful data.
## Integrate Mailchimp
In your Memberful dashboard, go to *Content → Email marketing*, then click **Connect** under Mailchimp. You will be redirected to Mailchimp to sign in and authorize Memberful to add subscribers to your mailing list.
![Authorize Memberful to access your Mailchimp account]()
After authorization, you will return to Memberful, where you can confirm which list to sync your members to.
![Choose the Mailing List to sync members to]()
## How we keep your list up to date and synced
When you first connect, Memberful imports all your existing members as subscribers in Mailchimp. Your list stays automatically synced — new members are added, existing members are updated, and key details are synced as [Mailchimp Groups](http://kb.mailchimp.com/lists/groups-and-segments/add-groups-to-a-list). You can use these groups to segment your audience and send targeted campaigns.
Make sure you are not near Mailchimp's 60-group limit, because the sync might fail.
To view them, open the **Audience** tab in your Mailchimp account to see the Memberful groups associated with each subscriber.
![Mailchimp interest groups]()
Don't manually edit Memberful-managed groups, or audience fields in Mailchimp. Memberful uses this data to keep members synced. Manual changes can cause some members to stop syncing correctly, make integration issues harder to troubleshoot, or require reconnecting the integration to refresh member data.
Here are the groups Memberful continuously syncs to Mailchimp:
* **Plans:** Lists all active plans a member is subscribed to. When a subscription expires, the member is removed from the group.
* **Products:** Lists all downloads owned by the member.
* **Signup Source:** Indicates how the member joined — Free Registration (free registration link), Checkout (plan purchase link), Created by Admin (added by you or a staff member), or Gift (activated a gift subscription). This value does not change.
* **All Access Pass:** Shows as enabled if an All Access Pass was granted by you or another team member.
Members are not removed from your Mailchimp mailing list when their subscription expires. If a member's subscription ends, Memberful removes the related group from their profile. If a member changes their email address, Memberful adds the new email as a new subscriber and removes Memberful data from the old one.
## Send a targeted campaign
To send newsletters or targeted campaigns, [create a campaign](http://kb.mailchimp.com/campaigns/ways-to-build/create-a-campaign-with-campaign-builder) in Mailchimp and choose the segment you want to reach.
![Default Mailchimp segments]()
You can target:
* **All active members:** Use the pre-defined segment **Members with an active subscription** to email members currently on any paid plan.
* **Members without an active subscription:** Target lapsed or inactive members using the **Members without an active subscription** segment.
* **Free members or gift recipients:** Use the **Members who registered for free** or **Members who signed up by buying something** segments to reach specific signup types.
* **Specific plans or products:** Create your own custom segment using [Mailchimp Groups](https://mailchimp.com/help/getting-started-with-segments/) such as **Plans** or **Products** to target subscribers tied to certain Memberful plans or downloads.
1. Go to *Audience → Segments → Create Segment.*
2. Choose your desired condition (e.g., "Group: Plans → contains \[Plan Name]").
3. Click **Preview Segment** to confirm your target list before sending.
![Target people who're subscribed to specific plans in Memberful]()
## Send automated flows
You can combine Memberful segments with [Mailchimp Automations](http://kb.mailchimp.com/automation/getting-started-with-automation) to send triggered emails based on member activity.
## Add a referral link to your campaign
If you have enabled [Memberful referrals](https://memberful.com/discounts-and-gifting/track-member-referrals/), you can include a referral link in your campaign so members earn rewards for referring others.
In your campaign editor, go to *Merge Tags → Memberful Referral Link*.
![Mailchimp Merge Tags]()
## Use custom field answers for segmentation and personalization
You can [collect up to 5 custom fields](/docs/configuration/feedback-and-policies/create-custom-fields/) with Memberful right after your members complete the checkout form. You can then use those answers to segment your subscribers or personalize email campaigns.
![Using custom fields to segment and personalize in Mailchimp]()
Fields with predefined options (checkbox and dropdown) are ideal for segmenting subscribers — for example, asking where they consume your content or which benefits interest them most.
Fields with free-form answers (text or comment) are best for personalizing emails with nicknames, social handles, or other custom details.
Each selected option in a checkbox or dropdown field becomes a new tag inside Mailchimp.
![Pre-defined answers show up as Mailchimp tags]()
You can use these tags to build custom segments.
![Segment with custom fields on Mailchimp]()
Free-form answers show up as Audience Fields (also called merge tags).
![Free-form answers show up as Mailchimp tags]()
You can use these merge tags to personalize emails.
![Personalize with custom fields on Mailchimp]()
## What happens when you reconnect your email service provider?
When you reconnect your integration, we'll resync your members and update the appropriate Mailchimp Groups, applying them to active members and removing them from inactive ones. To avoid unintended email triggers, disable any [Mailchimp automations](https://memberful.com/docs/newsletters/integrations/mailchimp#send-automated-flows) before reconnecting.
# Integrate with MailerLite
Source: https://memberful.com/docs/newsletters/integrations/mailerlite
Connect Memberful to MailerLite with an API key to keep your subscriber list synced and use custom fields to segment and personalize email campaigns.
[MailerLite](https://mailerlite.com/) is an email marketing platform that connects directly with Memberful. Once integrated, Memberful keeps your MailerLite subscriber list automatically up to date — adding new members, updating existing ones, and syncing their membership details.
In this help article, we'll show you how to connect Memberful to MailerLite, keep your subscriber list synced, and use custom fields to segment and personalize your campaigns.
## Integrate MailerLite
The MailerLite integration offers a simpler syncing setup and doesn't include advanced tagging or segmentation by plan. If you need more detailed member targeting, consider using one of our other supported newsletter integrations.
To start syncing, you will need to provide your MailerLite API key.
1. In your Memberful dashboard, go to *Content → Email marketing*.
2. Click **Connect to MailerLite** under MailerLite.
![API key]()
3. In your MailerLite account, go to *Integrations → MailerLite API → Use → Generate new token*.
4. Enter a name for your token and click **Create token.**
5. Copy your API key.
![API token]()
6. Return to Memberful and paste your key into the field, then click **Connect to MailerLite.**
## How we keep your list up to date and synced
When you connect MailerLite, Memberful imports your existing members into a MailerLite group named **Memberful**. From there, we keep that group up to date by adding new members and updating existing ones. To view these details, click a subscriber in MailerLite to see the Memberful fields in their profile.
![Memberful fields in MailerLite profile]()
Don't manually edit the Memberful group or Memberful-managed subscriber fields in MailerLite. Memberful uses this data to keep members synced. Manual changes can cause some members to stop syncing correctly, make integration issues harder to troubleshoot, or require reconnecting the integration to refresh member data.
Here's what we sync continuously to MailerLite as subscriber fields:
* **Memberful Referral Link:** The member's unique referral link.
* **Memberful Signup Source:** How the member joined (e.g. checkout, free registration, created by admin, team subscription).
* **Memberful Active Subscription:** "Yes" for members with at least one active subscription, "No" otherwise.
* **Memberful All Access Pass:** "Yes" for members with an All Access Pass, "No" otherwise.
* **Memberful CUSTOM\_FIELD:** Responses from custom fields collected at checkout. Multiple answers are shown as an array.
What's not included:
* **No plan-level tags or segmentation:** The MailerLite integration doesn't apply tags or properties by plan or download, and it doesn't support advanced, per-plan or download targeting.
We will not remove members from your subscriber list if their subscription expires. If the member's subscription expires, the related Memberful field will be removed from their profile. In addition, if a member changes their email, we'll add the new email as a new subscriber, and remove the Memberful fields from the old email.
## Send a targeted campaign
To send a targeted [campaign](https://www.mailerlite.com/how-to-get-started-with-mailerlite#new/create-campaign), use your synced Memberful group or create segments using Memberful data.
1. In your MailerLite dashboard, click **Create campaign.**
2. Choose your campaign type and fill in your campaign details.
3. Add your subject, sender name, verified sender email, and other required settings, then **Next: Review.**
![screenshot of the 'create a new' MailerLite campaign experience]()
4. Choose your design editor (Drag & drop, Rich text, or Custom HTML for paid users).
![screenshot of email design portion of the new campaign experience on MailerLite.com]()
5. When selecting recipients, choose the **Memberful** group or a segment that includes Memberful properties. This lets you send targeted messages to specific member audiences. [Read more about the difference between segments and groups](https://help.mailerlite.com/article/show/48133-what-is-the-difference-between-groups-and-segments).
![screenshot of the recipients portion of the new campaign experience on MailerLite.com]()
6. When finished, click **Next: Review** to confirm your settings, then **Next: Schedule** to send your campaign.
![Review stage for a new campaign on MailerLite.com]()
## Add a referral link to your campaign
If you have enabled [Memberful referrals](/docs/discounts-and-gifting/lifecycle-discounts/offer-referral-discounts), you can add a referral link to your campaign so members earn rewards for referring others.
1. In your MailerLite editor, select the "**X**" variable icon.
![MailerLite referral link variable]()
2. Choose **Memberful referral link** from the variable list.
This automatically inserts each member's referral link, allowing them to earn rewards for referring others.
![MailerLite referral link variable]()
## Use custom field answers for segmentation and personalization
You can [collect up to 5 custom fields](/docs/configuration/feedback-and-policies/create-custom-fields/) from members after checkout. These answers sync to MailerLite as subscriber fields and can be used for segmentation or personalization.
![Custom fields after checkout]()
Predefined options (checkboxes or dropdowns) are best for segmentation — for example, "Where do you consume my content?" or "Which benefits are you most interested in?" Free-form answers (text or comments) are best for personalization — for example, using nicknames or social handles in your emails.
All answers appear as subscriber fields in MailerLite.
![All Answers As Mailerlite Subscriber Fields]()
You can use checkbox or dropdown options to build targeted segments.
![Segment with custom fields on MailerLite]()
Or use free-form responses to personalize your messages.
![Personalize with custom fields on MailerLite]()
## View subscriber stats
MailerLite allows you to view detailed information for each subscriber. With the Memberful integration enabled, you can see membership-specific data — such as active subscriptions, signup sources, and plan details — directly in each subscriber's profile. Each member will also be added to a Memberful group.
Use this data to better understand your audience and target your campaigns more effectively.
![MailerLite subscriber details]()
We keep track of active subscriptions, signup sources, and the general status of the MailerLite subscription based on a member's individual settings. Each member will also be added to a Memberful group.
## What happens when you reconnect your email service provider?
When you reconnect your integration, we'll resync your members as active or inactive. To avoid unintended email triggers, disable any [MailerLite automations](https://www.mailerlite.com/help/how-to-set-up-automation-triggers) before reconnecting.
# Integrate with Newsletter Glue
Source: https://memberful.com/docs/newsletters/integrations/newsletter-glue
Connect Memberful with Newsletter Glue to create, send, and automate paid newsletters directly from WordPress and deliver posts to your members by email.
# Integrate Memberful with other email newsletter services
Source: https://memberful.com/docs/newsletters/integrations/other-integrations
Connect Memberful to other email newsletter services using Zapier. Sync members to mailing lists in Mailchimp, ConvertKit, and similar tools automatically.
Memberful can connect to email newsletter services that do not have a direct integration by using Zapier. This lets you send member data to the tools you already use for email marketing and audience management.
In this help article, we'll explain how to connect Memberful to other email newsletter services like beehiv and Flodesk with Zapier.
## Integrate other email newsletter services with Zapier
If you use a service like Flodesk or another email provider that does not have a direct Memberful integration, you can connect it to Memberful with Zapier.
You can use our [Zapier guide](/docs/api-reference/integrate-with-zapier/) to get started, then choose one of our pre-made Zap templates or create your own custom Zaps.
![Zapier templates for Memberful email newsletter integrations]()
## Use Memberful for newsletters instead
If you do not already have an email newsletter service, you may not need a separate provider. Memberful can send members-only newsletters at no extra cost.
[Send members-only newsletters via Memberful](/docs/overview/setup-guides/member-newsletter/).
# Integrate with Sailthru
Source: https://memberful.com/docs/newsletters/integrations/sailthru
Connect Memberful to Marigold Engage by Sailthru to sync members into a Subscribers list and use custom fields to build smart lists and personalized campaigns.
[Marigold Engage by Sailthru](https://www.sailthru.com/) is an email marketing platform that connects directly with Memberful. Once integrated, Memberful automatically syncs your members, keeps their details up to date, and makes it easy to build segments and smart lists for personalized campaigns.
In this help article, we'll show you how to connect Memberful with Sailthru, how syncing works, and how to use Memberful data to create campaigns and audience segments.
## Integrate Sailthru
In your Memberful dashboard, go to *Content → Integrations → Email marketing*, then click **Connect** under Sailthru.
You will be prompted to enter your **API key** and **API secret**. To find these credentials, go to *Settings → Setup → API & Postbacks* in your Sailthru account settings.
![Activate your Marigold Engage by Sailthru integration]()
## How we keep your list up to date and synced
When you first connect, Memberful imports all your existing members as subscribers and creates a list called *Subscribers from Memberful* in your Sailthru account. This list stays automatically synced — new members are added, existing members are updated, and key details are synced as custom fields. You can use these custom fields to build [smart lists.](https://getstarted.sailthru.com/audience/managing-lists/smart-lists/)
To view them, open a subscriber's profile in Sailthru and select the **Custom Fields** tab.
![Subscriber's profile in Sailthru with custom fields]()
Don't manually edit Memberful-managed custom fields in Sailthru. Memberful uses these fields to keep members synced. Manual changes can cause some members to stop syncing correctly, make integration issues harder to troubleshoot, or require reconnecting the integration to refresh member data.
Here are the custom fields Memberful continuously syncs to Sailthru:
* **Memberful Active Subscription:** Set to `true` if the member has an active subscription.
* **Memberful All Access Pass:** Set to `true` if an All Access Pass was granted by you or a team member.
* **Memberful Plan \[Your plan slug]:** Set to `true` for each plan the member is subscribed to.
* **Memberful Download \[Your product slug]:** Set to `true` for each download the member has purchased.
* **Memberful Signup Source:**
* **Checkout:** Member signed up by purchasing a plan or a download.
* **Created by Admin:** Member was created manually by you or a staff member.
* **Free Registration:** Member signed up through the free registration form.
* **Gift:** Member signed up through a gifted subscription.
Members are not removed from your *Subscribers from Memberful* list when their subscription expires. If a member's subscription ends, Memberful updates or removes the related custom fields. If a member changes their email address, Memberful adds the new address as a new subscriber and removes Memberful fields from the old one.
## Send a targeted campaign
To send newsletters or targeted campaigns, you can use Sailthru's [Smart Lists](https://getstarted.sailthru.com/audience/managing-lists/smart-lists/) or [Audience Builder](https://getstarted.sailthru.com/audience/audience-builder/using-audience-builder/) to segment your members based on their Memberful data.
Do not remove or rename any of the lists created by Memberful.
You can target:
* **All active members:** Use the default *Active subscribers from Memberful* smart list to email members with an active paid plan.
* **Inactive members:** Use the *Inactive subscribers from Memberful* list to re-engage members who have not renewed.
* **Signup type:** Target members who joined by making a purchase or via free registration using *Members who signed up by buying something on Memberful* or *Members who signed up for free on Memberful.*
* **Specific plans or products:** Build a custom list in Audience Builder using Memberful's custom fields.
![Targeting Memberful paid subscribers]()
### Build a custom smart list
1. In Sailthru, go to *Users → Audience Builder.*
2. Select the **Subscribers from Memberful** list as the audience source, and click **Done**.
To build a list of members subscribed to your Gold plan, for example:
1. In Sailthru, go to *Users → Audience Builder.*
2. Select the **Subscribers from Memberful** list as the audience source and click **Done.**
3. Under *Custom Profile Field (Vars)*, select *Field: Exists, Contains, Is.*
4. Enter your Memberful field (for example, Memberful\_Plan\_Gold) and set its value to *true.*
5. Click **Save as Smart List**, give it a name, and use it in your campaign.
![Audience Builder with the Gold plan]()
You can mix and match multiple custom fields to build complex lists. For example, to target members on the Gold plan **or** the Silver plan, add both fields and switch the connector from AND to OR before saving your Smart List.
![Switch the query mode]()
## Add a referral link to your campaign
If you have enabled [Memberful referrals](https://memberful.com/discounts-and-gifting/track-member-referrals/), you can include a referral link in your campaign so members can earn rewards for referring others.
In your campaign editor, select **User Profile Data.**
![User Profile Data personalization]()
Then search for *memberful\_referral\_link* in the custom field list to insert the referral link.
![Custom Field Search]()
## Use custom field answers for segmentation and personalization
You can [collect up to 5 custom fields](/docs/configuration/feedback-and-policies/create-custom-fields/) with Memberful right after your members complete the checkout form.
![Custom fields after checkout]()
Fields with predefined options (checkbox and dropdown) are ideal for segmenting subscribers in Sailthru — for example, asking where they consume your content or which benefits interest them most.
Fields with free-form answers (text and comment) are best for personalizing emails with details such as nicknames or social handles.
All answers appear as custom fields in Sailthru:
![All answers show up as custom fields on Marigold Engage by Sailthru]()
You can use predefined options to build custom segments:
![Segment with custom fields]()
You can also use the free-form fields to personalize your emails:
![Personalize with custom fields]()
## What happens when you reconnect your email service provider?
When you reconnect your integration, we'll resync your members and update the appropriate custom fields, applying them to active members and removing them from inactive ones. To avoid unintended email triggers, disable any [Sailthru triggered messaging](https://getstarted.meetmarigold.com/engagebysailthru/Content/messaging/email/trig-transac/trig-overview.html?tocpath=Messaging%7CTriggered%20and%20Transactional%20Messaging%7C_____1) before reconnecting.
# Memberful dashboard
Source: https://memberful.com/docs/overview/getting-started/admin-dashboard
Tour the Memberful dashboard, the all-in-one workspace for managing members, plans, payments, and integrations as you grow your membership business.
In this help article, we'll show you how Memberful provides tools to create content, track growth with analytics, manage member interactions, and build a member website. From one interface, you'll have access to the tools you need to run your membership site.
## Explore your dashboard
Welcome to your new Memberful dashboard. While in test mode, we'll share dashboard shortcuts and resources based on your onboarding survey to help you get up and running quickly.
![Memberful dashboard]()
## Access your dashboard
Here's the link to access your Memberful dashboard:
`https://ACCOUNT-URL.memberful.com/admin/auth/sign_in`
Use your account subdomain in place of ACCOUNT-URL. You'll find it at *Website → General settings → Account URL.*
![Website account URL]()
## Build your website
Use our website builder to create the perfect home for your membership program.
![Member Website Settings]()
### Websites
* [**Pages:**](/docs/website-builder/pages/create-a-page/) Select a content page, a form, or the subscribe page. From there, you can access your global branding settings. Publish public or members-only pages on a member website hosted by Memberful.
![Member Page Settings]()
### Subscribe
* [**Subscribe:**](/docs/website-builder/pages/subscribe-page/) Create a Memberful-hosted subscription page to sell your membership plans.
![Customize branding]()
### Forms
* [**Checkout:**](/docs/configuration/feedback-and-policies/display-tos-and-privacy-policy/) Link to a terms of service and/or a privacy policy page in your purchase form, redirect to a specific page after every order, or set up conversion tracking.
* [**Free registration:**](/docs/member-management/payments-and-access/give-free-access/#enable-free-registration) Offer free registration to target this audience.
* [**Custom fields:**](/docs/configuration/feedback-and-policies/create-custom-fields/) Create a form with up to 5 custom fields for your members to complete right after checkout.
* [**Cancellation survey:**](/docs/metrics-and-analytics/surveys-and-engagement/cancellation-survey) Customize the cancellation survey your members see when they cancel a membership.
![Checkout form]()
### Settings
* [**Branding:**](/docs/configuration/branding/branding) Customize your colors, fonts, add a logo, and favicon.
* [**General settings**](/docs/account-management/account-settings/update-your-site-and-account-settings/): Update your website name, account URL, social links, and checkout policies in account settings.
* **Domain and redirects:** We'll display a link to your website on the sign-in page and set up custom member [redirects](/docs/configuration/other-settings/configure-redirect-settings).
![Custom redirects]()
### Integrations
* **WordPress**: Connect to a [WordPress site](/docs/overview/setup-guides/wordpress-membership-site/).
* **Custom website**: Connect your [custom website.](/docs/plans/promote-and-sell/website-builders)
![Connect WordPress]()
## Manage your content
Publish and manage posts, send newsletters, create members-only podcasts and downloads, and create a private community.
![Manage content]()
### Content
* [**Posts:**](/docs/newsletters/hosted-newsletter/create-a-post/) Publish members-only posts via email newsletter along with a Memberful-hosted website.
* [**Podcasts:**](/docs/podcasting/setup/create-a-paid-podcast/) Create and manage private podcasts.
* [**Downloads:**](/docs/plans/plan-options/include-or-sell-downloads/) Upload and manage downloads.
![Media podcasts]()
### Integrations
* [**Email marketing:**](/docs/configuration/emails/email-templates/) Quickly integrate Memberful with your favorite third-party newsletter apps like Mailchimp or Kit.
* [**Community:**](/docs/overview/setup-guides/paid-community/) Offer a members-only forum like Discord or Discourse for member engagement.
![Email marketing]()
## Manage your members
Manage members and their activities and configure your transactional emails.
![Manage members]()
### Members
* [**All members:**](/docs/member-management/subscription-management/admin-member-management/) From the Members tab you can [import members](/docs/overview/import-members/import-members-via-csv/) and add new members. You can also filter by active members, inactive members, [free signups,](/docs/plans/individual-plans/free-registration/) all access pass members, or all members, and you can [export a CSV](/docs/metrics-and-analytics/compare-and-export/export-data/#export-member-data) report.
* **Subscriptions**: View all your plans, view plan metrics, and [bulk edit member subscriptions](/docs/member-management/subscription-management/bulk-edit-member-subscriptions).
* [**Activity:**](/docs/metrics-and-analytics/compare-and-export/export-data/#export-data-by-activity) View ongoing membership activities. You can also filter by activity type and [export a CSV](/docs/metrics-and-analytics/compare-and-export/export-data/#export-data-by-activity) report.
![Activity tab]()
Click a name to edit a member's details, manage their subscriptions, view their activity, view or download past invoices, and check their integration statuses.
![Member profile]()
### Manage subscriptions
When you click a subscription, you can change the renewal date, cancel a subscription so it doesn't auto-renew, add a coupon, and view (and edit) the *Active Since* field. *Active Since* is a counter that tracks how long the member has been active without lapsing. You can use this data to reward longevity.
![Edit a subscription]()
### Search for members
Enter a member's name, email address, or order number in the search bar, which is accessible from the homepage. You can also search for members via your Members tab.
![Dashboard search members]()
### Emails
* [**Templates:**](/docs/configuration/emails/email-templates/) Customize the transactional emails Memberful sends to your members.
* [**Settings:**](/docs/configuration/emails/white-label-transactional-emails/) Send white-label emails using your own SMTP server or transactional email service.
![Email templates]()
## Monetize and grow
Manage your plans, orders and discounts, or explore your growth metrics.
![Revenue and Growth]()
### Revenue
* [**Metrics:**](/docs/metrics-and-analytics/overview/metrics-overview/) Access the metrics we track to help you evaluate your business goals, objectives, and overall performance.
* [**Orders:**](/docs/metrics-and-analytics/growth-metrics/orders/) Track all orders, new orders, renewals, and gifts.
* [**Cancellations**](/docs/metrics-and-analytics/surveys-and-engagement/cancellation-survey#cancellation-survey): Track survey results to learn why your members churned. You can also filter by cancellation reason and export a CSV report.
![Orders chart]()
### Discounts
* [**Coupons:**](/docs/discounts-and-gifting/coupons/create-a-coupon/) Create and manage coupons.
* [**Referrals:**](/docs/discounts-and-gifting/lifecycle-discounts/offer-referral-discounts) Create and manage referral rewards.
* [**Retention:**](/docs/discounts-and-gifting/lifecycle-discounts/offer-retention-discounts/) Offer discounts for cancelling members.
![Discounts]()
### Plans
* [**All plans:**](/docs/plans/individual-plans/create-a-plan/) Create plans and prices, view active subscribers by plan, and manage plan settings.
* [**Upgrades and downgrades:**](/docs/plans/plan-options/configure-upgrade-settings/) Configure how members can switch between plans.
![Plans tab]()
### Integrations
* [**Google Analytics:**](/docs/metrics-and-analytics/tracking/integrate-with-google-analytics/) Track member eCommerce transactions.
* [**Tapfiliate:**](/docs/discounts-and-gifting/affiliate-marketing/tapfiliate/) Offer a paid affiliate member referral program.
![Google analytics]()
## Explore the account settings
The Settings tab is divided into sections that allow you to configure different aspects of your Memberful account.
![Settings]()
### Settings
* [**Account:**](/docs/account-management/profile/update-your-personal-information/) Manage your personal information and set up email notification preferences.
* **Localization:** Customize the [**currency**](/docs/configuration/localization/choose-your-currency/), [**language**](/docs/configuration/localization/choose-your-language/), and timezone settings for scheduling posts.
* [**Staff**](/docs/account-management/staff/add-a-staff-member#add-a-staff-member)**:** Add team members and manage their permissions.
#### Payments
* [**Stripe:**](/docs/account-management/modes/manage-your-account-in-test-mode/#connect-to-stripe-and-go-live) While in test mode, visit this tab to change your Memberful plan, modify billing details, or connect with Stripe when you're ready to go live.
* [**Billing:**](/docs/account-management/modes/manage-your-account-in-live-mode/) Once you go live, visit this tab to manage your payment method, view receipt history, and add or edit your billing address.
* [**Taxes:**](/docs/configuration/taxes/collect-taxes/) Enable automatic tax calculations based on where you and your members are located.
### Developers
* **Custom applications:** Add a new custom application and develop your own integration with Memberful using our [**API**](/docs/api-reference/memberful-api/) or [**OAuth**](/docs/api-reference/sign-in-for-apps-via-oauth/).
* [**Passwords:**](/docs/configuration/other-settings/disable-creation-of-passwords/) Choose whether to allow the use of passwords to sign in.
* [**Webhooks:**](/docs/api-reference/webhooks/) Make other apps react to Memberful events via webhooks.
## Explore our resources
Whether you're a site owner or staff member, you can access our help center 24/7 for answers to your Memberful questions. You can also reach our live chat with real humans between 9am-6pm ET.
# Memberful alternatives
Source: https://memberful.com/docs/overview/getting-started/alternatives
Compare Memberful with other membership platforms to choose the right fit for your business, even if that turns out to be a different solution than Memberful.
We know each situation is different, and Memberful might not be the ideal solution for your membership program. We'd rather recommend a competitor that is a better fit for **your business** than try to hard-sell you on using Memberful. With that in mind, here are a few alternatives you may want to consider.
## Building a custom web application.
Memberful is focused on providing a clean and simple checkout and account management experience. We've made lots of intentional design decisions to encourage ease of use. If you're building a custom web application or want complete control over all the user flows, you're much better off integrating directly with a payment processor like [Stripe](https://stripe.com/) or with providers that give you more control, like [Chargebee](https://www.chargebee.com/), [Chargify](https://www.chargify.com), [Recurly](https://recurly.com), or [Zuora](https://www.zuora.com/).
## Running a brick and mortar business.
Memberful is mostly for online businesses. Although we've seen Memberful implemented for brick-and-mortar memberships, our current (and future) features won't be a great fit if you're taking in-person payments and physical checks. If you're looking for that functionality, check out [Square](https://squareup.com/).
## Looking for cheaper options.
Memberful provides a fully hosted, best-in-class checkout and account management interface for your members. It includes a [built-in member website](/docs/overview/setup-guides/hosted-member-site) and [members-only email newsletters](/docs/overview/setup-guides/member-newsletter/). We also offer dedicated one-click integrations with the best tools and services like Stripe, WordPress, Mailchimp, and Discourse. You also get a powerful independent dashboard featuring metrics, charts, and activity feeds.
If you're looking for a more basic and affordable option that works inside of WordPress, check out these alternatives: [Restrict Content Pro](https://restrictcontentpro.com/), [MemberMouse](https://membermouse.com/), [Paid Memberships Pro](https://www.paidmembershipspro.com/), or [Memberpress](https://memberpress.com).
## Looking for all-in-one solutions.
Memberful functions as an all-in-one solution with a [built-in member website](/docs/overview/setup-guides/hosted-member-site), [members-only email newsletters](/docs/overview/setup-guides/member-newsletter/), and hosted [Downloads](/docs/plans/plan-options/include-or-sell-downloads/).
We also offer certain features through integrations with best-in-class third-party tools and services. This includes [WordPress](/docs/overview/setup-guides/wordpress-membership-site) for content management, [Mailchimp](/docs/newsletters/integrations/mailchimp), [Sailthru](/docs/newsletters/integrations/sailthru/), [MailerLite](/docs/newsletters/integrations/mailerlite/), [Drip](/docs/newsletters/integrations/drip/), [Kit](/docs/newsletters/integrations/kit/), and [Campaign Monitor](/docs/newsletters/integrations/campaign-monitor/) for email newsletters, [Discourse](/docs/overview/setup-guides/paid-community) and [Discord](/docs/overview/setup-guides/paid-community) for communities, and [LearnDash](/docs/wordpress-plugin/course-builders/integrate-with-learndash) for courses.
If you're looking for a platform that offers more built-in features and tools, check out [Patreon](https://www.patreon.com/), our parent company. Patreon provides a powerful all-in-one solution for creators, including built-in discovery, community features, and an easy setup process, all with no monthly subscription fee. Other alternatives to consider: [Podia](https://www.podia.com/), [Kajabi](https://kajabi.com/).
## Protecting content with Squarespace or Wix.
Memberful provides 100% secure server-side content protection with our [built-in member website](/docs/overview/setup-guides/hosted-member-site) or our [WordPress plugin](/docs/overview/setup-guides/wordpress-membership-site). Secure server-side protection is not available for popular site builders like [Squarespace](/docs/plans/promote-and-sell/squarespace) or [Wix](/docs/plans/promote-and-sell/wix), because they don't provide any user authentication or content protection integration options. There are some JavaScript-based alternatives like [SentryLogin](https://www.sentrylogin.com/sentry/index.asp) and [MemberSpace](https://www.memberspace.com/), but these solutions are **insecure and easily bypassed.** Website visitors can disable JavaScript in their web browser settings and view your content.
## Selling digital downloads.
Memberful is focused on memberships. We have a basic [built-in feature for selling standalone downloads](/docs/plans/plan-options/include-or-sell-downloads) and including them with your subscription plans, but it's not the main focus of our service. If your business is focused solely on the distribution of digital downloads and you're looking for insights like tracking download activity, consider one of these alternatives: [Sendowl](https://www.sendowl.com/), [Gumroad](https://gumroad.com/), [Easy Digital Downloads](https://easydigitaldownloads.com/).
## Selling physical products.
Memberful is focused on selling memberships and associated access to digital content, email newsletters, and online communities. If you're mostly selling physical products and you need inventory tools, consider a dedicated e-commerce solution like [WooCommerce](https://woocommerce.com/) or [Shopify](https://www.shopify.com/).
# Checkout experience
Source: https://memberful.com/docs/overview/getting-started/checkout-experience
Preview Memberful's branded, mobile-ready checkout flows for subscriptions, group plans, and choose-what-you-pay using a test credit card before going live.
In this help article, we'll walk you through our two checkout experiences and give you a chance to test our checkout form.
Click one of the plan links below and purchase a test subscription. Use `4242 4242 4242 4242` for the card number. [Learn more about using test credit cards.](/docs/overview/getting-started/make-test-purchases/)
In all browsers, except for Safari, Firefox, and Brave, the Memberful forms will open over your site in an overlay.
![Memberful overlay]()
From your Memberful dashboard, go to *Website → Checkout* to access our website editor, which lets you customize the payment form and see how it will look across different views and devices.
![Website editor]()
### Why the overlay is disabled in some scenarios
The Memberful overlay needs to set certain cookies to know if a member is signed in or not. Since it lives on a Memberful subdomain and not on your site, we have to set third-party cookies, which are cookies that belong to a separate domain.
Unfortunately, some advertisers use this same technology to track user data and preferences around the web. Because of privacy concerns, Safari, Firefox, and Brave block all third-party cookies, which is great for protecting your privacy from these advertisers but also harms legitimate use-cases such as ours. This means that on Safari, Firefox, Brave, and on smartphones in general, we'll always show the standalone versions of our forms instead of the overlay.
Incognito / private windows are not supported in any browser, in part because in many cases they block third-party cookies, but also because of other limitations. We can only guarantee that Memberful will work in normal browser windows.
## Standalone desktop experience
The Memberful forms will open in a new browser window in Safari, Firefox, Brave, or when your members are accessing their account via a direct Memberful account link. We also default to the standalone experience on our [hosted subscription page.](/docs/website-builder/pages/subscribe-page/)
![Memberful standalone form]()
***
![Member standalone custom fields]()
***
![Member standalone logged in]()
In this standalone experience, visitors can go to your website by clicking your logo in the top left corner of the page, which features a left-facing arrow to indicate that this will take them back to your site.
![Member standalone website link]()
From your Memberful dashboard, go to *Website → Checkout* to access our website editor, which will allow you to customize the payment form and see how it will look across different views and devices.
![Website editor]()
## Smartphone experience
The Memberful form will open in a new browser window on all smartphones.
![Member smartphone]()
From your Memberful dashboard, go to *Website → Checkout* to access our website editor, which lets you customize the payment form and see how it will look across different views and devices.
![Website editor]()
## Learn about email validation
Once you leave test mode and [go live with Memberful](/docs/account-management/modes/manage-your-account-in-test-mode/), we'll check for common email address typos in both the Checkout and Gift forms (e.g. gmail.con, gnail.com, gmal.com, hotmal.com, hotmail.con), and suggest corrections. Email addresses in [free registration forms](/docs/member-management/payments-and-access/give-free-access/#enable-free-registration) are not currently validated.
![Email validation]()
## Learn about address auto-completion
If you [collect addresses in checkout,](/docs/plans/individual-plans/create-a-plan/#enable-address-and-phone-number-collection) your members will see an auto-complete suggestion as they type. This makes checkout faster and easier and lowers the likelihood of mistakes or inaccurate addresses.
![Address auto-complete]()
## HTTPS and security recommendations
The Memberful service and the Memberful forms are served 100% over HTTPS. This means all Memberful payments are sent to Stripe over a secure connection. However, to protect your website from man-in-the-middle attacks, **we recommend serving the page containing the Memberful forms over HTTPS**. Customers are also generally more comfortable sharing sensitive information on pages visibly served over HTTPS, which can help increase your conversion rate.
See our [enabling SSL documentation](/docs/wordpress-plugin/setup/enable-ssl/) for WordPress instructions and [Stripe's security guide](https://stripe.com/docs/security) for more general HTTPS / SSL instructions.
Memberful is PCI-compliant and secure. We don't store any sensitive customer credit card data and we use a 256-bit SSL connection across the entire service. We also keep geo-redundant backups of all your important customer data. [Learn more about Memberful
security](https://memberful.com/general/security/)
# Make test purchases
Source: https://memberful.com/docs/overview/getting-started/make-test-purchases
Make test purchases in Memberful using Stripe's test credit cards while your account is in test mode, so you can preview the checkout and member experience.
In this help article, we'll show you how to test your setup before going live so you can experience the membership flow from your members' perspective and resolve any issues along the way.
## How to make test purchases while in test mode
Once you've [created a membership plan,](/docs/plans/individual-plans/create-a-plan/) use Stripe's test credit cards to "purchase" a subscription as a member. You can use any of the card numbers below, [or another card from Stripe's docs](https://stripe.com/docs/testing), along with any expiration date, name, CVC, and zip / postal code.
* **United States:** 4242 4242 4242 4242
* **Canada:** 4000 0012 4000 0000
* **United Kingdom:** 4000 0082 6000 0000
* **Australia:** 4000 0003 6000 0006
* **Japan:** 4000 0039 2000 0003
![Test purchase checkout process]()
When making test purchases in test mode, you may receive example invoices via email. These invoices are not real charges and are sent only to the Memberful site owner's email address to prevent fraud and spam. Keep this in mind if other staff members run test purchases from different email addresses.
## How sign-in links work in test mode
By default, all sign-in emails will be sent to the Memberful account owner while the site is in test mode. To send sign-in links to the test member's email address instead, you can either add a payment method to your account or take your account live by connecting to Stripe.
![Test mode sign-in email]()
## What email address to use for test purchases
For member test purchases, it's best to use an email address that's not currently associated with an admin or staff account. This can produce unexpected errors.
The Memberful dashboard will not let you create a test member with an email address matching an existing Memberful staff member.
![Email in use by staff]()
If you're using WordPress, you should also avoid creating a test member in Memberful using the same email as a WordPress administrator. This will create login issues on your site and not recreate the correct member login experience. To fix this, [edit the member profile](/docs/member-management/subscription-management/admin-member-management/#manage-your-members) and update the email address.
If you're using Gmail, you can use the "+" sign with your existing email address to create additional test email addresses (e.g., marco-account\*\*+test\*\*@gmail.com).
## How to make test purchases after connecting to Stripe
Once you've connected to Stripe, you'll no longer be in test mode, and any transactions will generate real charges.
We'll also delete your test orders and test member accounts, and reset your dashboard metrics for a fresh start. All your other settings and customizations will remain unchanged.
However, you can still make test purchases by [creating a 100% recurring coupon.](/docs/member-management/payments-and-access/give-free-access/#give-free-access-to-a-plan-indefinitely)
Alternatively, you can use our website editor to see which features are customizable, how they interact, and how [they'll appear to your members on different devices.](/docs/overview/getting-started/checkout-experience/)
# Memberful payment processing
Source: https://memberful.com/docs/overview/getting-started/payment-processing
Memberful uses Stripe to process credit card payments. Connect a Stripe account to accept payments, manage payouts, and handle disputes for your subscriptions.
We manage the member subscriptions within Memberful and store the credit cards with Stripe. When it's time to charge, we charge the customer's credit card in Stripe.
In this help article, we'll cover how Stripe works with Memberful, how our transaction fees operate, and other frequently asked questions about payments.
## What is Stripe?
Stripe is a full-stack credit card payment processor. They're a lot like PayPal but with simpler pricing (no hidden fees), a cleaner interface, and more modern security features that don't require us to handle sensitive customer credit card data.
![Accept payments securely with Stripe]()
If you don't have a Stripe account, you can sign up and connect directly from Memberful. The Stripe sign-up form is short and simple, and should take less than five minutes. Memberful connects to your Stripe account with a click (visit *Settings → Stripe*). It's free to sign up for Stripe, and they have [simple transaction-based pricing](https://stripe.com/pricing).
## Is Stripe available in my country?
Stripe is available in more than 45 countries. [Check here](https://stripe.com/global) to see if your country is supported.
Stripe does not support the collection of application fees in the countries listed below. As a result, Memberful cannot support businesses in these countries:
* Brazil
* India
* Malaysia
* Mexico
* Thailand
* Countries in the extended network
If Stripe isn't available in your country yet, you can use [Stripe Atlas](https://stripe.com/atlas/global) to easily incorporate a U.S. company, set up a U.S. bank account, and activate payments with Stripe.
## How does it work?
Stripe connects with your bank and handles the back-end credit card processing for Memberful. They automatically deposit any payments you receive through Memberful [directly to your bank account](https://stripe.com/docs/payouts). They also provide you with the appropriate documents and exports for bookkeeping and tax reporting.
### Do you support SCA and 3D Secure 2?
We use Stripe's latest technology to fully comply with EU requirements for SCA and 3D Secure 2.0. You can read more about it [in this blog post](https://memberful.com/product-updates/supporting-sca/).
## How do members pay you?
Once you’ve connected your Stripe account, members can pay you with any major credit or debit card from anywhere in the world. Eligible members can also pay through Apple Pay, Google Pay, or [Link by Stripe](https://stripe.com/payments/link).
![payment logos.png]()
## How do our transaction fees work?
Once a member completes a purchase or renewal, we'll apply a flat transaction fee of 4.9%. Stripe charges you an additional credit card processing fee that varies by country. See [Stripe pricing](https://stripe.com/pricing) for more details.
## Do you support other payment processors?
We don't support any other payment processors at this time.
## How do I handle disputes or chargebacks?
Occasionally, members may dispute a charge through their credit card provider. Stripe forwards the necessary evidence to the card issuer to facilitate resolving the chargeback. Addressing any disputes quickly and professionally will help keep your Stripe account in good standing. You'll find more [details and how to prevent them here](https://stripe.com/docs/disputes).
# Import members via CSV
Source: https://memberful.com/docs/overview/import-members/import-members-via-csv
Import members into Memberful from a CSV file. Assign plans, set renewal dates, and choose billing behavior so each row becomes the right kind of subscription.
You can import members into Memberful using a CSV file, including their personal details, subscriptions, and renewal settings. This is useful when migrating from another platform or bulk-adding members.
In this help article, we'll show you how to prepare your CSV file, upload it, and understand the available fields for importing members.
## Populate our sample CSV file with your member data
1. Go to the Members tab.
2. Click *Actions → Import members.*
![Click the Import members link]()
3. Download our sample import file.
![Click the Import members link]()
4. Import it into Google Sheets to avoid issues with special characters. (Excel generates these special characters, so we recommend importing and exporting the CSV via Google Sheets.)
Make sure you keep the column headers in the first row of the sample CSV intact. If you change the column headers, your CSV import might not work.
5. The Import Members page also includes a downloadable price reference file with all plans and prices, along with their shortcode IDs. You can use this file to copy the correct values when preparing your CSV.
![Download the price reference file]()
6. Export member data from your current membership system (if applicable) and format it in the Memberful import file. [Refer to the list of fields below.](#details-on-csv-import-fields)
### Importing group members
You can't import members directly into a group subscription via CSV. Instead:
* Import the group manager into a plan
* Then add members using one of the following methods:
* Share their [unique invite link](https://memberful.com/docs/member-interface/subscription/manage-group-subscriptions#managing-a-group-subscription-for-group-managers)
* Import members without a plan and then [add them to the group from your dashboard](https://memberful.com/docs/member-management/group-management/add-or-remove-group-members)
## Upload your CSV file
On the Import Members page:
* Click **Choose File** and select your CSV
* Click **Import Members** to upload it
We recommend testing with one or two members first to confirm everything imports correctly.
If the import fails:
* Check that your column headers match the sample file exactly
* Confirm required fields are filled in correctly
## Avoid duplicate records in your CSV
Each member's personal details should appear only once per subscription.
* Multiple rows with the same member and the same subscription will create duplicate subscriptions
* Use separate rows only when assigning different subscriptions
## Subscribe a member to multiple plans
To subscribe a member to multiple plans:
* Add multiple rows for that member
* Use a different subscription and price in each row
## Use price shortcode IDs for subscriptions
Subscriptions are assigned using price shortcode IDs instead of plan names.
A shortcode ID looks like: `42-pro-membership-10-monthly`
* The number at the beginning uniquely identifies the price
* The rest of the text is for readability only
You can find the shortcode ID in the **Links** modal for each plan.
Using shortcode IDs ensures imports remain accurate even if plan names change.
## Details on CSV import fields
Here's a reference list of the columns in the sample CSV file.
| Field Name | Description | Required | Default |
| --------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | --------- | ------- |
| **First name** | Member's first name. | ✅ | – |
| **Last name** | Member's last name. | ❌ | – |
| **Email** | Member's email address. | ✅ | – |
| **All access pass** | Grant access to all plans and downloads. Enter Yes or No. | ❌ | No |
| **Address** | Member's street address, line 1. | ❌ | – |
| **Address Line 2** | Member's street address, line 2, if applicable. | ❌ | – |
| **City** | Member's city. | ❌ | – |
| **Postal code** | Member's ZIP or postal code. | ❌ | – |
| **State** | Two-letter state or province code. | ❌ | – |
| **Country** | Two-letter country code in ISO 3166 Alpha-2 format. | ❌ | – |
| **Phone number** | Member's phone number. | ❌ | – |
| **subscription\_price\_id** | Shortcode ID of the price to subscribe the member to. | ❌ | – |
| **subscription\_expiration\_date** | Expiration or renewal date. Required if a subscription is set. | ⚠️ If set | – |
| **subscription\_automatically\_renews** | Determines whether the subscription renews automatically. Enter Yes or No. | ❌ | Yes |
| **Trialling** | Determines whether the member starts on a trial. Applies only if the subscription supports trials. Uses the expiration date as the trial end date. | ❌ | No |
| **Stripe Customer ID** | Associates the member with an existing Stripe customer. | ❌ | – |
| **Custom field value** | Populates custom fields created in Memberful. The downloadable sample file includes your custom fields. | ❌ | – |
| **Coupon code** | Applies a valid coupon code at the next renewal. | ❌ | – |
**Legend:**
* ✅ Required
* ❌ Optional
* ⚠️ Conditionally required
# Migrate from Substack
Source: https://memberful.com/docs/overview/import-members/migrate-from-substack
Migrate your members from Substack to Memberful with hands-on support. Since both use Stripe, members keep their payment information and renewal dates.
In this help article, we'll walk you through the process of moving your members and subscriptions from Substack to Memberful.
## Why make the move
With Memberful, you have more control over the entire look and feel of the member experience: We're happy to take a back seat so you can establish a more direct relationship with your audience.
Integrate Memberful with your favorite email marketing service (like Mailchimp, Kit, Campaign Monitor, Klaviyo, Drip, MailerLite, or Sailthru), or use our [in-house newsletter service.](/docs/overview/setup-guides/member-newsletter/) You can also create a more holistic membership offering: Use our WordPress integration to gate content on your site and connect to Discord or Discourse to create a members-only community.
## Set up Memberful
*Set up takes less than 15 minutes.*
1. [Open a Memberful account](https://signup.memberful.com/).
2. Configure [Memberful's newsletter delivery tool](/docs/overview/setup-guides/member-newsletter/), or enable one of our integrations with email newsletter providers like [Kit](/docs/newsletters/integrations/kit/) or [Mailchimp](/docs/newsletters/integrations/mailchimp/).
3. [Create your plans](/docs/plans/individual-plans/create-a-plan/) and [connect to Stripe.](/docs/overview/getting-started/payment-processing/)
## We will migrate your members
*We manage the member subscription within Memberful. When it's time to charge, we charge the customer credit card stored in Stripe.*
1. Tell us how to map your Stripe Subscriptions to your Memberful plans.
2. Contact Substack and ask them to detach your Stripe account from your Substack account.
3. We will migrate all your active subscriptions to Memberful, and delete the Stripe Subscriptions to avoid duplicate charges.
4. (Optional) Import your free subscribers directly into Mailchimp, Kit, or whatever email newsletter provider you're using.
## Re-launch your membership
*Launch Memberful on your website.*
1. Add the [Memberful purchase links](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/) to your website or use [Memberful's hosted subscribe page](/docs/website-builder/pages/subscribe-page/) instead.
2. Email members and tell them about the new system. When a member lands on the sign in form, they'll enter their email address. Memberful will send them an email with a link they can click to sign in.
3. Close your Substack account.
# I'm not using Stripe yet
Source: https://memberful.com/docs/overview/import-members/not-using-stripe
Import members into Memberful from another system when you're not yet using Stripe. Get hands-on migration support to move members without disrupting access.
In this help article, we'll show you how to import members into Memberful when you're not yet using Stripe.
If you're using **Authorize.net, PayPal, or Braintree instead of Stripe,** . In most cases, we can guide you on how to move your existing credit cards to Stripe.
Once your credit cards are migrated to Stripe, you'll generate an export from your old membership system and format it so it can be [imported to Memberful via our CSV import file.](/docs/overview/import-members/import-members-via-csv/)
**If you're migrating from Patreon** or some other platform where we're not able to migrate your credit cards, export their personal information and subscription details from your current system and [import that into Memberful via our CSV import file](/docs/overview/import-members/import-members-via-csv/). You can either prompt your members to add a payment method or make use of our automated [*Card Missing email template*](/docs/configuration/emails/email-templates/#review-available-templates).
**Link to add a credit card**
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/credit_card/edit
```
![Members can add a credit card]()
# Import from Stripe without Stripe Subscriptions
Source: https://memberful.com/docs/overview/import-members/using-stripe-but-not-stripe-subscriptions
Import members into Memberful from systems that use Stripe but not Stripe Subscriptions, such as WooCommerce or MemberMouse, with hands-on migration support.
In this help article, we'll show you how to import members into Memberful from a system that uses Stripe but not Stripe Subscriptions.
If you're integrated with a system that uses **Stripe, but not Stripe Subscriptions (like WooCommerce and MemberMouse),** you'll prepare and generate an export from your old membership system (including the Stripe Customer IDs) and format it so it can be imported to Memberful via our CSV import file.
## Prepare for the migration
1. [Create your plan(s)](/docs/plans/individual-plans/create-a-plan/) in Memberful.
2. Connect to Stripe via *Settings → Stripe.*
![Connect Stripe]()
3. Go to the Members tab, and click *Actions → Import members*.
4. Download our sample CSV import file, and import it into Google Sheets to avoid issues with special characters. (Excel generates these special characters so we recommend importing and exporting the CSV via Google Sheets.)
![Download sample CSV]()
5. Export member data from your current membership system and format it in the Memberful import file. [See a list of the fields here.](/docs/overview/import-members/import-members-via-csv#details-on-csv-import-fields) **If you'd like our help with an import, email us a link to a Google Sheet.** For security and privacy reasons, do not email us import files.
Watch out for duplicate email addresses (we will create two subscriptions for the same member), expired subscriptions, and date formatting—the renewal date format should be mm/dd/yyyy.
6. Disable signups on your old system. Also, to prevent your members from being notified of any changes, disable all automated emails in your old system (and Stripe if required), and make sure you turn off any automations in your email service provider (ESP) that are triggered by activities in Memberful.
Keep in mind that some ESPs, like Kit, will add the members to a "waiting" list and may still try to send them emails once the automations are turned back on. Remove the emails from the automation before turning it on.
7. After you've formatted your CSV import file, click *Actions → Import members*. Upload the file and import your members.
![Click the Import members link]()
The **member.signup** webhook is triggered for each member imported via the import file, which means that any Zaps connected to that webhook will also be triggered.
## Non-WordPress site post-migration steps
1. Disable your old membership system completely and terminate any recurring billing logic in your previous processor (if required).
2. Email members and tell them about the new system. When a member lands on the sign in form, they'll enter their email address, and Memberful will send them a link they can click to sign in. (If they prefer a password, they'll be able to set one and use it to sign in.)
## WordPress site post-migration steps
1. Disable your old membership system completely and terminate any recurring billing logic in your previous processor (if required).
2. Enable Memberful on your WordPress site and [push live any necessary design changes. ](/docs/wordpress-plugin/setup/use-a-staging-site/)
3. Delete your users from WordPress. (We will recreate the members.) If you don't delete the users, we will ask them to sign in with their existing WordPress credentials so we can sync the WordPress / Memberful accounts.
![Sync the WordPress / Memberful accounts]()
4. Email members and tell them about the new system. When a member lands on the sign in form, they'll enter their email address, and Memberful will send them a link they can click to sign in. (If they prefer a password, they'll be able to set one and use it to sign in.)
# Import members with existing Stripe Subscriptions
Source: https://memberful.com/docs/overview/import-members/using-stripe-subscriptions
Import members and active Stripe Subscriptions into Memberful from systems like MemberPress, MemberSpace, or Hype without disrupting billing or renewals.
In this help article, we'll walk you through how to migrate members and their active Stripe Subscriptions into Memberful.
## Book a date
to book a date for the migration. (We require 3-5 business days' notice.)
## Recreate plans and coupons
[Create a membership plan](/docs/plans/individual-plans/create-a-plan), add one or more prices, and configure how members can purchase and access it.
Go to *Revenue → Coupons* from your Memberful dashboard, and recreate your coupons.
## Generate a restricted key
[Generate a restricted key in Stripe.](https://stripe.com/docs/development/dashboard/manage-api-keys#create-a-restricted-api-secret-key) This will allow us to generate a list of all your active Stripe plans. [Make sure your Stripe account is not in test mode when you generate the key.](https://stripe.com/docs/keys#test-live-modes)
The key should have permission to **read** the following objects: *Subscriptions*, *Products*, and *Prices*. Submit it via the form below. It should **not** be sent via text, email, one-time link, etc.
```text theme={null}
https://ACCOUNT-URL.memberful.com/admin/stripe/import/new
```
Replace ACCOUNT-URL with your actual account URL subdomain, which can be found in your Memberful dashboard via *Website → Settings.*
## Map your plans
We'll share a Google Sheet with you that lists your Stripe products and their prices for reference. The sheet will include columns where you can indicate which Memberful plans correspond to each Stripe product. If needed, there will also be sections for adding coupon codes and "choose what you pay" pricing options.
Make sure all plan names and coupon codes match exactly as they appear in your Memberful dashboard.
Once you've completed the sheet, we'll review and validate your entries to ensure everything is set up correctly.
## Review the pre-migration checklist
Connect to Stripe via *Settings → Stripe.*
Disable all dunning emails in the old system and in Stripe: `/dashboard.stripe.com/settings/billing/automatic` and `/dashboard.stripe.com/settings/emails`
Disable any automations in your email newsletter provider and other apps. When the subscriptions are moved to Memberful, this can unintentionally trigger actions or emails in other apps (like welcome emails and churn notifications).
Disable signups on the old system.
## We will migrate your members
Deauthorize the old app in your Stripe account. **Contact us to discuss this step as it can differ by platform.**
Tell us how we should handle cancelled subscriptions: Some services, like Substack, only cancel a Stripe Subscription when they're no longer active, similar to what we do with auto-renew. Other apps cancel the subscription immediately but continue to provide services to the member until the end of the billing cycle.
We will import your members and their subscriptions into Memberful.
## Review the post-migration checklist
### WordPress site
We will migrate all active subscriptions, confirm with you once the import is complete, and delete the Stripe Subscriptions to avoid duplicate charges.
Enable Memberful on your WordPress site and [push any necessary design changes.](/docs/wordpress-plugin/setup/use-a-staging-site/)
Delete your users from WordPress so we can recreate them. If you don't delete the users, we will ask them to sign in with their existing WordPress credentials so we can sync the WordPress / Memberful accounts.
![Sync the WordPress / Memberful accounts]()
Email members and tell them about the new system. When a member lands on the sign-in form, they'll enter their email address, and Memberful will send them a link they can click to sign in. (If they prefer a password, they'll be able to set one and use it to sign in.)
Disable your old membership system completely.
### Non-WordPress site or Memberful-hosted site
We will migrate all active subscriptions, confirm with you once the import is complete, and delete the Stripe Subscriptions to avoid duplicate charges.
Email members and tell them about the new system. When a member lands on the sign-in form, they'll enter their email address, and Memberful will send them a link they can click to sign in. (If they prefer a password, they'll be able to set one and use it to sign in.)
Disable your old membership system completely.
# Member website guide
Source: https://memberful.com/docs/overview/setup-guides/hosted-member-site
Set up your Memberful member website to host members-only posts, emails, and public teasers in one place that reflects your brand and voice.
In this guide, we'll walk you through the steps to create a member website that represents your brand and showcases your membership offering. You'll learn how to configure the website, create dynamic posts, promote your membership plans, and customize the website's branding.
### Try a member website hosted by Memberful
Want to test out the member experience? We have set up a demo site so you can see a **live member website** that puts your brand first and pulls together the pieces of your membership offering in a cohesive way.
✔️ Browse a real member site created and hosted by Memberful ✔️ Go through the signup process with a [test credit card](/docs/overview/getting-started/make-test-purchases/) ✔️ See what the "logged in" experience could look like for your members.
[**Access the demo site >**](https://demo.memberful.com/)
## Sign up for Memberful
To get started, [sign up for Memberful](https://signup.memberful.com/), which is free while you're in [test mode](/docs/overview/getting-started/make-test-purchases/).
## (Optional) Allow free registration
Want to offer free registration to your hosted site? Our free registration feature enables your members to sign up without any cost or obligation for a paid subscription.
To enable this feature, go to *Website → Free registration*, and toggle on **Allow free registration**. From there you can edit the title, subtitle, or the button text of the form and click **Save**.
![Free registration toggle]()
[Learn more about allowing free registration.](/docs/plans/individual-plans/free-registration/)
## Create your plans and prices
Set up a membership plan that people can subscribe to.
Go to *Revenue → Plans* and click **Create plan**.
![Create a plan]()
Add one or more prices, then choose how members can buy and access the plan.
For full setup guidance, see [Create a plan.](/docs/plans/individual-plans/create-a-plan/)
## Create your subscribe page
To sell memberships to your audience, you can create a customized subscription page hosted by Memberful: Go to *Website → Subscribe*, click the **gear** icon, and toggle on **Enable your subscribe page**.
![Enable subscribe page]()
You can also turn on the **Make it your welcome page** toggle to make it the first page visitors are directed to. If a visitor chooses to skip it, and your site is public, we'll remember their choice for the next 30 days.
If the Welcome page setting is toggled off, then your homepage will be the first page visitors see when they land on your site.
You can customize your subscribe page by going to *Website → Subscribe → Edit page*. Check out [this example](https://caffeinatedinsights.memberful.com/join) for inspiration.
![Edit subscribe page]()
[Learn more about creating a custom subscribe page.](/docs/website-builder/pages/subscribe-page/)
## Customize your branding
Go to *Website → Branding* to customize your member website's design, including logo, favicon, colors, fonts, buttons, layout, navigation, and footer.
![Customize branding]()
Additionally, you can see which features are customizable, how they interact, and what they'll look like to your members across different views and devices.
![Branding preview]()
These customizations will be applied to your member website and [published posts.](#create-dynamic-posts)
![Email post sample]()
![Published post sample]()
Learn more about [customizing your branding](/docs/configuration/branding/branding/).
## Enable the member website
Memberful's member website feature is enabled by default. You can configure your site as public, members-only, or hidden, by going to *Website → Pages*, clicking the **gear** icon, and selecting your preference.
![Enable member website]()
## Create evergreen pages
You can create pages (or external links) for your member site via *Website → Pages.* Pages are great for evergreen content like an "About Us" page or "FAQ" page. Check out [this example](https://oliveandthyme.memberful.com/pages/team) of an evergreen page.
![Create a page or external link]()
Depending on whether you made your site private or public, you'll be able to decide if the page should be visible to all members (including free and inactive), all active members, or all active members subscribed to specific plans. You can also edit the navigation label and page URL. Add dynamic flair to your pages by uploading photos or videos.
![Page visibility]()
Once the page has been created, you'll also be able to control the visibility of specific content blocks within the page.
[Learn more about creating and publishing pages.](/docs/website-builder/pages/create-a-page/)
## Create dynamic posts
You can create posts for your member site via *Website → Posts.* Posts can be used to share exclusive, dynamic content with your paid and free members. Think blog posts with embedded videos and beautiful visuals. Check out [this example](https://oliveandthyme.memberful.com/posts/37808) of a published post.
For each post, you can decide if it should be visible to all members (including free and inactive), all active members, or all active members subscribed to specific plans, and whether or not members can leave comments and likes. Also, in addition to publishing your post on the member website, you can also choose to email the post to members. You can also enhance your posts with engaging photos or videos.
![Create a post]()
[Learn more about creating and publishing posts.](/docs/newsletters/hosted-newsletter/create-a-post/)
## Customize your site menu
Go to *Website → Pages* to customize your site menu. You can:
* Edit your navigation labels
* Re-order the navigation menu
* Set a specific page as your homepage (after you create your first post, the default homepage would be the posts index unless you select a different page here)
![Customize your site menu]()
[Learn more about customizing your site menu.](/docs/website-builder/customization/customize-your-menu/)
## Add social media profiles
Go to *Website → Settings* to add links to your social profiles, which will be shown on your member website and subscribe page.
![Social media links]()
[Learn more about customizing your site settings.](/docs/website-builder/settings/member-website-settings/)
## Test the member experience
Nice job — your member site is complete.
![Member website]()
You can view your site anytime, by clicking **Website** in the menu on the left sidebar of your dashboard and clicking the **arrow** icon on any page or form.
![View your site]()
Also, while your Memberful account is in test mode, you can use [Stripe's test credit cards](/docs/overview/getting-started/make-test-purchases/) to go through the signup and onboarding experience as a test member. Make sure to visit your site in a different browser than the one where you're signed in to your Memberful dashboard.
Make a lasting first impression with an onboarding program that highlights your best content and gets new members excited from the start. Set the tone for success and engagement right from day one. [Check out Operator](https://www.membershipoperator.com) for tips on designing an onboarding experience that wows.
## Go live
When you're ready to start processing orders, [choose your currency](/docs/configuration/localization/choose-your-currency/) and connect to your Stripe account via *Settings → Stripe.* We will automatically delete all your test orders and member accounts when you switch to live payments.
**Nice work connecting to Stripe.**
Now you're ready to start selling memberships to your audience. Here are a few ideas to make your launch a success:
* Announce the membership on your social media pages.
* Link to your member site in your social media profiles and upload special banners for launch month.
* Send a membership-specific email blast and add a link to the membership subscribe page in your email signature.
* Host a livestream or post a video to announce the membership.
# Member newsletter guide
Source: https://memberful.com/docs/overview/setup-guides/member-newsletter
Set up a member newsletter with Memberful's built-in email feature. Publish posts to your newsletter and your member website for public or private reach.
In this guide, we'll walk you through the steps to create a member newsletter using Memberful. You'll learn how to create a newsletter post, send it to your members, and track its performance.
## Sign up for Memberful
To get started, [sign up for Memberful](https://signup.memberful.com/), which is free while you're in [test mode](/docs/overview/getting-started/make-test-purchases/).
## (Optional) Allow free registration
Want to offer free registration to your newsletter? Our free registration feature enables your members to sign up without any cost or obligation for a paid subscription.
To enable this feature, go to *Website → Free registration*, and toggle on **Allow free registration**. From there, you can edit the title, subtitle, or the button text of the form and click **Save**.
![Free registration toggle]()
[Learn more about allowing free registration.](/docs/plans/individual-plans/free-registration/)
## Create your plans
Go to *Revenue → Plans* and click **Create plan**. Fill in the details and settings for your plan and click **Create Plan.**
![Create a plan]()
[Learn more about creating membership plans.](https://memberful.com/docs/plans/individual-plans/create-a-plan)
Thinking of selling multiple plans that members can move between? [Enable our upgrade/downgrade settings](https://memberful.com/docs/plans/plan-options/plan-changes).
## Create your subscribe page
To sell memberships to your audience, you can create a customized subscription page hosted by Memberful by going to *Website → Subscribe*.
Add a title and description to the page, then select which options appear on the page — whether they're paid plans, standalone downloads, or free member registration. Customize their names and descriptions, and add other content such as FAQs or testimonials. Check out [this example](https://caffeinatedinsights.memberful.com/join) for inspiration.
![A custom subscribe page]()
[Learn more about creating a custom subscribe page.](/docs/website-builder/pages/subscribe-page/)
## (Optional) Add paid plan purchase links to your newsletter or website
From your Memberful dashboard, go to *Revenue → Plans.* Select the plan and click **Links.**
![Memberful purchase links]()
Click and copy the **plan purchase link** or **gift purchase links** and use them with the button options provided by your website builder.
![Copy purchase links]()
[Learn more about adding purchase links to your newsletter or site.](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/)
## Create a members-only post
Posts can be used to share exclusive, dynamic content with your members. Think of a newsletter or blog post with embedded videos and beautiful visuals. To create a newsletter post, go to *Content → Posts* and click **Create a post.**
![Create a post]()
Add a title and content for your post. Use the icons at the top of the content editor to format your content and add elements like links and images.
![Add title and content]()
Click **Preview** to see a preview of what this post will look like to your members.
![Preview button]()
### Select an audience to target
Your posts can be sent out to *All members* (including free members), or send a targeted newsletter to *Active members on all plans*, *Active members on select plans*, or *Free and inactive members*.
![Post audience target]()
When you choose to target only members of selected plans, you can select which plans should be included.
![Post audience — select plans]()
All-access pass holders are included in the count of how many members will receive a message, so the number of recipients might be different than the number of members in the selected plans.
![All-access pass members are included in recipient count.png]()
### (Optional) Schedule the post
You can schedule your post to be published or sent sometime in the future. To do so, click **Schedule to publish in the future** and enter a date and time.
![Schedule post]()
## Customize your branding
Go to *Website → Branding* to customize your newsletter's design, including logo, colors, fonts, and buttons.
![Customize branding]()
Additionally, you can see which features are customizable, how they interact, and what they'll look like to your members across different views and devices.
![Branding preview]()
These customizations will be applied to your newsletter messages and [published posts.](#optional-publish-messages-to-a-memberful-hosted-website)
![Email Post sample]()
![Published Post sample]()
Learn more about [customizing your branding](/docs/configuration/branding/branding/).
## Send your members-only newsletter
Click **Save draft** if you're not ready to publish your post but would like to save your work.
![Save draft]()
Before you publish the post, click **Send test email** to see a preview of what your members will see in their inbox. Test emails do not display a play button for embedded videos, but the play button will appear in the email sent to members.
![Send test email]()
Click **Publish** once you're ready to send it.
![Publish post]()
Replies from members will be forwarded to the account owner's email address.
You can send up to 10 emails per day. Posts cannot be sent via email or scheduled while in test mode. [Connect to Stripe](/docs/account-management/modes/manage-your-account-in-test-mode/#connect-to-stripe-and-go-live) to enable that. If you need to send more than ten emails per day, to discuss your use case and how we might support it.
### (Optional) Publish messages to a Memberful-hosted website
Our posts feature is two features in one. It allows you to:
* Send posts via **email** — allowing you to send out a members-only newsletter.
* Publish posts to a **Memberful-hosted website** — allowing you to offer members-only content on a simple website that's automatically created and hosted for you by Memberful.
You can choose to deliver your posts via email, website, or both.
![Publish via email or website]()
To publish your newsletter message to your Memberful-hosted website, enable the **Show on member website** toggle. Check out [this example](https://oliveandthyme.memberful.com/posts/37808) of a published post.
## (Optional) Send a preview of your members-only newsletter
You can share a preview of your newsletter message to encourage readers to sign up for a membership plan. Anyone without access to the plan or plans selected in the post settings will receive the preview. They'll see a short snippet of the content, followed by an invitation to subscribe to see the rest.
We show one of two paywall types depending on your [subscribe page settings](/docs/website-builder/pages/subscribe-page/#enable-or-disable-your-subscription-page).
With your custom subscribe page enabled:
![Post preview sample subscribe page]()
With your custom subscribe page disabled:
![Post preview sample plan links]()
To send this preview version of the newsletter to members without access, enable the **Send a free preview** toggle.
![Post send a free preview]()
## Test the member experience
While your Memberful account is in test mode, [use Stripe's test credit cards](/docs/overview/getting-started/make-test-purchases/) to complete example member purchases and recreate their onboarding experience. Sign up with a different email address than the one associated with your website and Memberful account, as using the same email address can cause unexpected errors.
You can also view any published post, write comments, and delete abusive ones while you're signed in to your Memberful dashboard as an admin. Select a post and click **View live post** to get access.
![View post]()
[Learn more about moderating post comments.](/docs/website-builder/customization/manage-post-comments-and-likes/)
**Operator tip** 💡 Make a lasting first impression with an onboarding program that highlights your best content and gets new members excited from the start. Set the tone for success and engagement right from day one. [Check out Operator](https://www.membershipoperator.com) for tips on designing an onboarding experience that wows.
## (Optional) Track sent post metrics
Posts include key analytics to give you insights into the newsletters you send to members.
![Post metrics email delivery]()
[Learn more about tracking post metrics.](/docs/newsletters/hosted-newsletter/manage-posts/#view-post-metrics)
## Go live
When you're ready to start processing orders, [choose your currency](/docs/configuration/localization/choose-your-currency/) and connect to your Stripe account via *Settings → Stripe.* We will automatically delete all your test orders and member accounts when you switch to live payments.
**Nice work connecting to Stripe.**
Now you're ready to start selling memberships to your audience. Here are a few ideas to make your launch a success:
* Announce the membership on your social media pages.
* Link to the membership sign-up page in your social media profiles and upload special banners for launch month.
* Send a membership-specific email blast and add a link to the membership signup page in your email signature.
* Host a livestream or post a video to announce the membership.
# Paid community guide
Source: https://memberful.com/docs/overview/setup-guides/paid-community
Set up a paid community for your members. Memberful integrates with Discord, Discourse, Circle, and other platforms to manage access as memberships change.
In this guide, we'll help you choose a community platform, set up your membership plans, connect your community, and prepare for launch.
## Decide where to host your community
One of the questions we receive all the time is centered on finding the best platform for building private communities. Memberful has two fully managed integrations with [Discord](https://discord.com/) and [Discourse](https://www.discourse.org/). This means we'll keep your paid members in sync and automatically remove their access from the communities once their subscription expires. Where should you host your private community? Here is some info to help you decide.
**Discord**
Discord is a dynamic chat room, and it's optimized for real-time interaction, whether voice, text, or video. It's harder to have detailed conversations but better for quick engagements.
| **Pros** 👍 | **Cons** 👎 |
| --------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| It's free for you to use. | Members must open a Discord account before they can join your server. Think of it like signing up for Facebook before you can join a group. |
| It's an easy to set up, out-of-the-box solution. | Not conducive to long-form, well-thought-out discussions. |
| Audio and video chat are available. | The design is game-like, and playful, which may not suit all communities. |
| Low barrier for your members to get involved and build connections through live interactions. | |
**Discourse**
Discourse is more of a traditional discussion forum that is centered around threads. Discussions will be scoped to whatever the thread's subject is, and it's suited for asynchronous, well-thought-out communication.
| **Pros** 👍 | **Cons** 👎 |
| ------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| Members can use the same login details they used when they signed up through Memberful to log in to your community. | Set up and customizations require quite a bit of time and technical aptitude. |
| White-labelled solution that you can fully customize with your own design, colors, branding, etc. | Pricing starts at \$20/month to host the forum with Discourse.org. There are self-hosting options, but this is not recommended for beginners. |
| Perfect for long-form communication and collaboration across different timezones. | |
**Other options**
*bbPress*
If you have a WordPress website and are looking for a very basic discussion forum plugin to test the waters, [check out our bbPress integration](/docs/community/other-integrations/bbpress/). It's not a sophisticated solution, but it's free and easy to set up.
*Circle and Bettermode*
[Circle](https://circle.so/) is an all-in-one community platform. [Bettermode](https://bettermode.com/) allows you to build a customized online community space. Both Bettermode and Circle built their own integrations with Memberful, meaning they're not managed by us. [You'll learn more about what this means later on in this guide.](#integrate-your-community-platform)
*Slack*
Slack is a communication hub with workspaces and is separated into channels for topics or user groups. Like Discord, you can join multiple Slack workspaces. Memberful doesn't have an integration with Slack (yet), so if you're set on using Slack for your paid community, you'll need to manually invite and remove members during the lifecycle of their membership.
## Create your plans in Memberful
After you [open your Memberful account](https://signup.memberful.com/), you'll want to set up some membership plans that people can subscribe to.
Log in to the Memberful dashboard, go to *Revenue → Plans*, and click **Create plan.** Enter a plan name, then add a price, billing interval, and click **Create Plan.**
![Create a plan]()
[Learn more about creating membership plans.](/docs/plans/individual-plans/create-a-plan/)
## Integrate your community platform
**Choose the setup instructions that are right for you.**
*Memberful-managed integrations:*
* [Integrate Memberful with Discord](/docs/community/discord/discord-integrate/)
* [Integrate Memberful with Discourse](/docs/community/other-integrations/discourse/#integrate-with-discourse)
* [Integrate Memberful with bbPress](/docs/community/other-integrations/bbpress/)
*Other options not managed by Memberful:*
* [Set up Circle](https://community.circle.so/c/circle-integrations/how-do-i-integrate-circle-with-memberful-sso)
* [Set up Bettermode](https://bettermode.com/hub/member-management/post/how-to-enable-memberful-sso-for-my-community-on-bettermode-eUhVHXOciYDEbqZ)
[*Keep in mind that Circle and Bettermode require the use of Zapier to add important actions that our managed integrations automate.*](/docs/api-reference/integrate-with-zapier/)
## Add Memberful links to your website
In your Memberful dashboard, go to *Revenue → Plans*. Select the plan you want, then click **Links**. From there, copy the purchase link and add it to your website, or use your site builder's built-in button options.
![Memberful purchase links]()
[Learn more about adding purchase links to your site.](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/)
## Add member account links
Give members an easy way to manage their personal information and subscriptions by sharing this link on your site and in your community:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account
```
Replace ACCOUNT-URL with your actual account URL subdomain, which can be found in your Memberful dashboard via *Website → Settings.* You can add this link to a button on your website, in the footer of your newsletter, or anywhere else. [Learn more about how members can manage their own accounts.](/docs/member-interface/account/access-their-account/)
## (Optional) Create a custom subscribe page
To sell memberships to your audience without a website, you can create a subscribe page hosted by Memberful by going to *Website → Subscribe.*
Use our website editor to add a title and description to the page, select which plans and downloads will appear on the page, customize their name and description, and add additional content like FAQs or testimonials. Your custom branding will be applied as well. [Create a custom subscribe page.](/docs/website-builder/pages/subscribe-page/)
![A custom subscribe page]()
## Test the member experience
While your Memberful account is in test mode, [you can use Stripe's test credit cards](/docs/overview/getting-started/make-test-purchases/) to complete example member purchases and recreate their onboarding experience. Make sure to log out of your WordPress admin dashboard (if you've integrated Memberful with WordPress) and sign up with a different email address than the one associated with your website and Memberful account, as using the same email address can produce unexpected errors.
Additionally, you can use our website editor via the **Website** tab to see which features are customizable, how they interact, and what they'll look like to your members across different views and devices.
Make a lasting first impression with an onboarding program that highlights your best content and gets new members excited from the start. Set the tone for success and engagement right from day one. [Check out Operator](https://www.membershipoperator.com) for tips on designing an onboarding experience that wows.
## Go live
When you're ready to start processing orders, [choose your currency](/docs/configuration/localization/choose-your-currency/) and [connect to Stripe.](/docs/account-management/modes/manage-your-account-in-test-mode/#connect-to-stripe-and-go-live) We will automatically delete all your test orders and member accounts when you switch to live payments.
**Nice work connecting to Stripe.**
Now you're ready to start selling memberships to your audience. Here are a few ideas to make your launch a success:
* Announce the membership on your social media pages.
* Link to the membership sign-up page in your social media profiles and upload special banners for the launch month.
* Send a membership-specific email blast and add a link to the membership signup page in your email signature.
* Host a livestream or post a video to announce the membership.
# Paid podcast guide
Source: https://memberful.com/docs/overview/setup-guides/paid-podcast
Launch a paid podcast with Memberful using your existing RSS feed. Connect with your audience, generate recurring revenue, and keep your show members-only.
In this guide, we'll share how you can securely offer a paid podcast for your members using your existing RSS feed. Memberful does not host your podcast files and instead works with your existing podcast host to ensure that only members can access new episodes.
## Create an unlisted RSS feed with your host
Because Memberful does not host your actual audio files, we work in combination with your existing host to create secure RSS feeds for your members. As long as your RSS feed is unlisted and not easily guessable, your content will be extremely secure while also making it easy to listen to in most podcast players.
These are the criteria you should look for when choosing a hosting provider. The more of these items you can check off, the more secure your RSS feed will be.
1. The ability to include `Yes` tags in your RSS feed.
2. The option not to submit your podcast to directories like iTunes.
3. The option to disable any automatically created website for your podcast.
4. The ability to customize the paths for the RSS feed.
5. The ability to customize the paths for the MP3 audio files.
6. The ability to protect a feed with a password or unique token.
We recommend that your podcast feed follows [Apple's podcast specifications](https://help.apple.com/itc/podcasts_connect/#/itcb54353390) — the closest guideline to an industry standard.
With these criteria in mind, we recommend the following hosting companies based on their support of the above criteria:
| Hosting company | Security Rating |
| ----------------------------------------- | --------------- |
| [Transistor](https://transistor.fm/) | Best 🎉 |
| [Omny Studio](https://omnystudio.com/) | Best 🎉 |
| [ART19](https://art19.com/publishers) | Best 🎉 |
| [Fireside](https://fireside.fm/) | Better |
| [Megaphone](https://www.megaphone.fm/) | Better |
| [Libsyn](https://libsyn.com/) | Better |
| [Castos](https://castos.com/) | Better |
| [Buzzsprout](https://www.buzzsprout.com/) | Good |
| [Simplecast](https://simplecast.com/) | Good |
## Create your plans in Memberful
You'll want to set up some membership plans that people can subscribe to.
Log in to the Memberful dashboard, go to *Revenue → Plans*, and click **Create plan.** Enter a plan name, then add a price, billing interval, and click **Create Plan.**
![Create a plan]()
[Learn more about creating membership plans.](/docs/plans/individual-plans/create-a-plan/)
## Add your podcast to Memberful
To create a paid podcast in Memberful, go to *Content → Podcasts* and click **Create Podcast**. The first step is to enter the podcast's RSS feed URL.
![Add a new podcast]()
[Learn more about hosting your podcast.](/docs/podcasting/setup/create-a-paid-podcast/#create-an-unlisted-rss-feed-with-your-host)
At this point, Memberful will validate the feed and check for any issues. If there are any problems, we'll let you know so you can fix them with your podcast host before continuing.
Give the podcast a name for your own reference. This will not be visible to your members.
![Name your podcast]()
Memberful automatically loads the podcast's cover art from the RSS feed. If you later want to use a different image, you can update it with your podcast host and the change should be reflected in Memberful within 24 hours.
## Consider including video with your podcast
A video podcast allows you to offer your members a video version of your podcast. Memberful supports video podcasts so that you can deliver both paid audio and video podcasts to your members.
Toggle on our **This is a video podcast** setting to display supported video podcast players in your member form.
![Enable video podcast]()
You can also embed video podcasts on your WordPress site using our marketing content editor. This allows you to offer teaser video content to site visitors. Copy and paste the auto-embed / oEmbed code provided by your hosting provider on a separate line in our [visual editor](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/). The resource cannot be embedded if it's part of a paragraph or sentence.
Learn more about video podcasts from [Castos, one of our recommended providers](https://castos.com/video-podcast/).
### Add your podcast to plans
Podcasts must be included with a plan to sell access. You can include one or multiple podcasts with a plan or multiple plans. There are three ways to include a podcast with a plan:
**Option 1:** When you first add a podcast (or edit it) via *Content → Podcasts*, go to the *Which plans should include this podcast?* section and select **All plans** to include the podcast with all current and future plans.
![Add podcasts to all plans]()
**Option 2:** Alternatively, choose **Select from your list of plans** to only include the podcast with specific plans.
![Add podcasts to plans]()
**Option 3:** You can also configure this for each plan via *Revenue → Plans → Select a plan → Included content → Podcasts → Edit.*
![Add podcast to an individual plan]()
We'll create secure RSS feeds for each member with an active subscription to a plan that has podcasts included.
## Create draft posts for new episodes
You'll probably want to notify your members whenever you publish a new episode. To make this easier, Memberful can draft up a new post for each new episode published. You can then send these posts via email or publish them to your member website.
![Draft posts]()
[Learn more about creating draft posts for new episodes.](/docs/podcasting/publishing/publish-podcast-episodes-as-posts/)
## Import past episodes
If your podcast already has published episodes, you can import them into Memberful. This will create a new post for each episode, as well as a page for the podcast itself.
![Past episodes]()
[Learn more about importing past episodes.](/docs/podcasting/publishing/publish-podcast-episodes-as-posts/#import-past-episodes)
## Upload dynamic episodes
From the **dynamic episodes** section of the Podcast page, you can easily upload welcome and expiration episodes, along with episode descriptions. The welcome message provides an opportunity to onboard new members, while the expiration message helps explain why a feed may have stopped updating and how to take action to fix it.
![Dynamic episodes]()
[Learn more about dynamic episodes.](/docs/podcasting/publishing/dynamic-podcast-episodes)
## Offer a paid and free podcast
This will allow you to dedicate one feed to your free audience that's searchable by all popular podcast indexes. Your paid RSS feed will be [added to Memberful](#add-your-podcast-to-memberful) and live on a separate feed. In this feed, you'll include all your members-only podcasts. It's also a good idea to include your free episodes in the paid feed so that paying members have access to all your content in one place.
## Submit your paid podcast to Spotify
Memberful can be linked to Spotify, allowing your members to subscribe to your secure, paid podcast via Spotify.
![Submit to Spotify]()
[Submit your podcast to Spotify.](/docs/podcasting/setup/submit-a-paid-podcast-to-spotify/)
## Add purchase links to your website
In your Memberful dashboard, go to *Revenue → Plans*. Select the plan you want, then click **Links**. From there, copy the purchase link and add it to your website, or use your site builder's built-in button options.
![Memberful purchase links]()
[Learn more about adding purchase links to your site.](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/)
### (Optional) Create a custom subscribe page
To sell memberships to your audience without a website, you can create a subscribe page hosted by Memberful by going to *Website → Subscribe.*
Use our website editor to add a title and description to the page, select which plans and downloads will appear on the page, customize their name and description, and add additional content like FAQs or testimonials.
![A custom subscribe page]()
[Create a custom subscribe page.](/docs/website-builder/pages/subscribe-page/)
## Test the member experience
While your Memberful account is in test mode, [you can use Stripe's test credit cards](/docs/overview/getting-started/make-test-purchases/) to complete example member purchases and recreate their onboarding experience. Make sure to log out of your WordPress admin dashboard (if you've integrated Memberful with WordPress), and sign up with a different email address than the one associated with your website and Memberful account, as using the same email address can produce unexpected errors.
Additionally, you can use our website editor via the **Website** tab to see which features are customizable, how they interact, and what they'll look like to your members across different views and devices.
Make a lasting first impression with an onboarding program that highlights your best content and gets new members excited from the start. Set the tone for success and engagement right from day one. [Check out Operator](https://www.membershipoperator.com) for tips on designing an onboarding experience that wows.
## Go live
When you're ready to start processing orders, [choose your currency](/docs/configuration/localization/choose-your-currency/) and connect to your Stripe account via *Settings → Stripe.* We will automatically delete all your test orders and member accounts when you switch to live payments.
**Nice work connecting to Stripe.**
Now you're ready to start selling memberships to your audience. Here are a few ideas to make your launch a success:
* Announce the membership on your social media pages.
* Link to the membership sign-up page in your social media profiles and upload special banners for launch month.
* Send a membership-specific email blast and add a link to the membership signup page in your email signature.
* Host a live stream or post a video to announce the membership.
## Your listeners subscribe to a podcast
We want it to be as easy as possible for your members to subscribe to your private podcasts. In addition to the RSS feed, [Memberful creates easy subscription links for the most popular podcast players on each platform.](/docs/member-interface/extras/faq-for-your-member-page/#which-podcast-players-work-with-my-private-feed) Not every podcast player lets members add private feeds to their library. For example, Stitcher doesn't allow this.
After a member buys a plan with a podcast included, they'll see the **Podcast Subscription** page. Which podcast apps members see will be different depending on their platform and if you've enabled the video podcast setting.
When a member is subscribing to a podcast on **iOS**, they will see the following. After clicking the **iOS** link, any of the listed applications will automatically take them into the app with their own secure feed pre-populated in the *Add feed* field.
![Subscribing to a podcast on iOS]()
When a member is subscribing to a podcast on **Android**, they will see the following. After clicking the **Android** link, any of the listed applications will automatically take them into the app with their own secure feed pre-populated in the *Add feed* field.
![Subscribing to a podcast on Android]()
If a member purchases a subscription on a desktop, we make it as easy as possible to subscribe in their podcast player of choice. While there are two options for subscribing to the feed on their computer, we provide a way for them to subscribe on their phone from their desktop as well.
Select an app from the list, and we'll create a unique QR code that the member can scan with their phone's camera. Scanning the code will automatically take them into the selected app with their secure feed pre-populated in the *Add feed* field.
![Subscribing to a podcast on a desktop]()
While this subscription page can be shown within your checkout immediately after the transaction goes through, your members can also return to this page in their account at any time by logging in to their account and clicking [Podcasts.](/docs/member-interface/subscription/access-member-benefits/)
# WordPress membership site
Source: https://memberful.com/docs/overview/setup-guides/wordpress-membership-site
Add paid memberships to your WordPress website so you can share your passion with your audience and drive revenue for your business.
In this guide, we'll show you how to set up your WordPress website. Once it's ready, you can install our WordPress plugin to sell memberships and create a members-only experience.
### Try the Memberful plugin on a live WordPress site
Want to test out the member experience? We've set up a demo site so you can see how Memberful works with WordPress.
✔️ Browse a real site using the Memberful WP plugin\
✔️ Go through the signup process with a [test credit card](/docs/overview/getting-started/make-test-purchases/)\
✔️ See what the "logged in" experience could look like for your members
[**Access the demo site >**](https://www.filmforecasters.com/)
## Set up a WordPress website
**Some terms you should be familiar with:**
* **WordPress.org** is software you use to create a website; hosting is not included.
* **WordPress.com** is a commercial company that offers the WordPress.org software, but also provides the hosting for it. Memberful only works with their [Business plan or higher.](https://wordpress.com/pricing)
* **A WordPress theme** is something you install on your WordPress website to change the design and layout of the entire site.
* **Web hosting** is a service that stores your website on the internet.
* **SSL** is a technology that protects your information, and every website should have it today. It establishes an encrypted (secure) connection between your website and a web browser to ensure data passed between them remains private.
If you're new to WordPress, check out our [WordPress website help doc](/docs/wordpress-plugin/setup/simple-wordpress-website/).
To start, make sure you have either a WordPress.org website with [reliable, managed hosting](/docs/wordpress-plugin/setup/wordpress-hosting-providers/) and a great theme, or a WordPress.com hosted website (Creator plan or higher only) and a great theme. Most WordPress themes are [compatible with Memberful](/docs/wordpress-plugin/troubleshooting/theme-and-plugin-compatibility/).
We also recommend [using an SSL certificate](/docs/wordpress-plugin/setup/enable-ssl/) on your WordPress website. Memberful signs WordPress users into your WordPress website, and if you're not using SSL, that information is less secure. All our [recommended WordPress hosting providers](/docs/wordpress-plugin/setup/wordpress-hosting-providers) support easy SSL certificate installation.
## Sign up and install Memberful on your website
Sign up for Memberful and [install](/docs/wordpress-plugin/setup/install-the-memberful-plugin/) the Memberful WordPress plugin on your website. You can try Memberful for [free in test mode](/docs/account-management/modes/manage-your-account-in-test-mode/) for as long as you need.
![Sign up for Memberful]()
Once connected, your members will be signed in to WordPress when they log in to Memberful. Their plans are also automatically synced, which makes it easy to protect WordPress content.
![Install plugin]()
## Create your plans and prices
Set up a membership plan that people can subscribe to.
Go to *Revenue → Plans* and click **Create plan**.
![Create a plan]()
Add one or more prices, then choose how members can buy and access the plan.
For full setup guidance, see [Create a plan.](/docs/plans/individual-plans/create-a-plan/)
### Configure your redirect settings
By default, members are redirected to the page they were on before signing in. If you want members to be redirected to a different page on your site after their purchase (like a "thank you" page), [configure the redirect URL in your Plan Settings.](/docs/configuration/other-settings/configure-redirect-settings/#set-up-plan-specific-redirects)
## Add purchase links to your site
Copy the purchase link from your Memberful dashboard and paste it on your site. Alternatively, you can use the button options included with your WordPress theme. [Learn more about adding purchase links to your site.](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/)
![Memberful purchase links]()
## Restrict access to your members-only content
Next, you'll want to restrict access to all of your members-only content using the **Memberful: Restrict Access** meta box found at the bottom of every page and post.
[Learn more about your content restriction options.](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/)
![Protect WordPress content]()
Want to restrict access to video content? [Learn more about hosting videos and embedding them into protected posts](/docs/website-builder/video-content/restrict-access-to-video-content/).
## Add account management links
Give members an easy way to sign in to your site and manage their Memberful accounts. You can [add a sign-in link to any post or page](/docs/wordpress-plugin/setup/member-account-links/#add-memberful-sign-in-and-sign-out-links-to-any-post-or-page) or [add sign-in, sign-out, and account links to your menu.](/docs/wordpress-plugin/setup/member-account-links/#add-memberful-menu-links)
Any member account management links in your theme and content (as well as links added by plugins) will need to be updated. Learn more about [updating links in your theme, content, and plugins.](/docs/wordpress-plugin/setup/member-account-links/#update-links-in-your-theme-content-and-plugins)
## Test the member experience
While your Memberful account is in test mode, [you can use Stripe's test credit cards](/docs/overview/getting-started/make-test-purchases/) to complete example member purchases and recreate their onboarding experience.
Sign up with a different email address from the one associated with your website and Memberful account, as using the same email address can produce unexpected errors.
Make a lasting first impression with an onboarding program that highlights your best content and gets new members excited from the start. Set the tone for success and engagement right from day one. [Check out Operator](https://www.membershipoperator.com) for tips on designing an onboarding experience that wows.
## Go live
When you're ready to start processing orders, [choose your currency](/docs/configuration/localization/choose-your-currency/) and connect to your Stripe account via *Settings → Stripe.* We will automatically delete your test orders, delete test member accounts, and reset your Memberful dashboard metrics when you switch to live payments. All your other settings and customizations will be maintained.
**Nice work connecting to Stripe.**
Now you're ready to start selling memberships to your audience. Here are a few ideas to make your launch a success:
* Announce the membership on your social media pages.
* Link to the membership sign-up page in your social media profiles and upload special banners for launch month.
* Send a membership-specific email blast, and include a link to the membership signup page in your email signature.
* Host a livestream or post a video to announce the membership.
# Create a group plan
Source: https://memberful.com/docs/plans/group-plans/create-a-group-plan
Create a Memberful group plan, configure included seats, and allow additional seat purchases so a single account can manage multiple memberships for a team.
Group plans let you sell multiple memberships through a single subscription. One account purchases and manages the subscription, then distributes access to individual members.
In this help article, we'll create a group plan, add or edit a price, enable group subscription settings, configure included seats and additional seat purchases, and copy the purchase link.
![Group subscription checkout]()
Try a live demo
## Create a plan
In the Memberful dashboard, go to *Revenue → Plans* and click **Create plan**.
![Create a plan]()
Enter a plan name, then add a price and billing interval.
![Add name and price]()
This first price should include all seats that come with the group plan by default. For example, if the plan includes 10 seats and each seat costs \$10 per month, set the first price to \$100 monthly.
The first price is the base price for the included seats. If you allow additional seat purchases later, you can set a separate price for those extra seats.
## Enable group subscriptions
In the Prices section, click the **•••** menu next to the price, then select **Edit price**.
![Edit price]()
In the Edit price panel, scroll down to group subscription and toggle on *Sell as a group subscription.*
![Sell a group subscription]()
## Configure included seats
When you enable group subscriptions, the Included seats section appears. Enter the number of member seats included with the initial purchase.
![Included seats]()
For example, if the base subscription should include access for 10 members, enter 10.
## Allow additional seat purchases
Toggle on *Allow additional seat purchases* if group managers should be able to buy more seats later under the same subscription.
![Additional seats]()
Then configure these settings:
* **Seat price** for the amount charged for each additional seat
* **Max seats** for the maximum number of additional seats that can be purchased
* Leave blank to allow unlimited additional seat purchases
Seat caps can affect bulk moves. If you later move group subscriptions to this price in bulk, the destination price must allow enough seats for each group subscription being moved.
![Max seats]()
## Save your changes
After updating the group subscription settings, click **Save price**.
![Save price]()
Once saved, the price in the Prices section will show the number of included seats. For example, a price may display as \$100 monthly (10 seats).
![Price and included seats]()
## Copy the purchase link
In the Prices section, click the **•••** menu next to the price, then select **Copy links**.
![Copy links]()
You can also suggest the number of seats in the checkout link by adding a query string to the URL. For example:
```text theme={null}
https://ACCOUNT-URL.memberful.com/checkout?plan=2&members=10
```
Replace ACCOUNT-URL with your Memberful account subdomain. Replace 2 with your price ID.
If you want to add a purchase link to your site or learn more about the different link options, see [Add a link to buy a plan](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan).
## Enable welcome emails
Memberful can send separate welcome emails to group managers and group members, in addition to the generic welcome email.
In the Memberful dashboard, go to *Members → Templates* to review and customize those emails.
# Customize group subscriptions
Source: https://memberful.com/docs/plans/group-plans/customize-group-subs
Customize a group subscription in Memberful by restricting access to specific email domains and editing the group name to match your organization.
Group subscriptions in Memberful give one account the ability to manage memberships for multiple people. You can fine-tune how each group works by restricting which email domains can join and by setting a custom group name.
In this help article, we'll show you how to restrict a group subscription to specific email domains and customize the group's display name.
## Restrict group subscriptions to email domains
Admins can enable domain-specific subscription control, allowing members to subscribe and create a group member account from up to 5 registered email domains.
This change is set at the group subscription level, which means that for a given plan, each group subscription can have a different domain allowlist.
Go to the group manager's profile, scroll to the *Subscriptions* section, and click the group subscription. Then scroll to *Restrict by email domain*, click **Add domain**, enter the *root domain*, and click **Add**.
![Restrict sign up by domain]()
When someone tries to join the group subscription, we will verify if the email domain is included in the allowlist. If it's on the list, we'll continue with the account creation process.
![Email authorized]()
We don't perform any member email domain validation if the group subscription has no restricted domains (i.e., anyone can join the group subscription).
If it's not on the list, we will prompt them to reach out to their group manager.
![Email authorized]()
To delete a domain from the approved list, click the **X** icon next to the registered domain.
![Remove restrict sign up by domain]()
If you don't enable restricted domains, we won't restrict any member email domains (i.e. anyone can join the group subscription).
## Customize the group name
Customize a group's name from the group subscription settings. Click **Change**, add the group name, and click **Save**.
![Customize group name]()
![Customize group name save]()
We will show the custom group name on all the member-facing views.
![Group name member facing view]()
We will default to the group manager's name if you don't choose a group name.
![Group manager name]()
# Create a plan
Source: https://memberful.com/docs/plans/individual-plans/create-a-plan
Create a Memberful membership plan, add one or more prices, and configure how members purchase, renew, and access the content tied to that plan.
Memberful plans define the benefits a member gets, while prices define how members pay for those benefits. A single plan can include one or more prices, which makes it easier to offer billing options like monthly and yearly pricing without creating duplicate plans.
In this help article, we'll show you how to create a plan, add and manage prices, review plan-level settings, and copy purchase links for your site.
[Price for the relationship you want to build.](https://memberful.com/operator/the-cost-of-pricing-for-everyone) Your pricing and renewal options signal whether membership is a casual purchase or a long-term commitment. Thoughtful pricing can support deeper trust, better retention, and more durable growth.
## Open the Plans page
Go to *Revenue → Plans* in your Memberful dashboard.
Click **Create plan.**
![Create plan]()
## Create your plan
Enter a plan name.
![Enter plan name]()
You can also add a **first price** before saving the plan. This step is optional, and you can add prices later.
![Enter first price]()
For the first price, enter:
* The amount
* The interval
Then click **Create plan.**
## Add and manage prices
After creating the plan, go to **Prices** to review existing prices, add more prices, or edit a price.
Each plan can include one or more prices. To add another price, click **Add price.**
![Add price]()
Use multiple prices in one plan when the benefits stay the same. For example, one plan might include:
* A monthly price and a yearly price
* A current price and a hidden legacy price
* A standard price and a promotional price
If the benefits are different, create separate plans instead. To learn more about when to use multiple prices in one plan versus separate plans, see [Understand plans and prices.](/docs/plans/plan-options/understand-plans-and-prices)
## Edit a price
Each price has its own settings.
![All price settings]()
In the Prices section, click the ••• menu next to the price, then select **Edit price.** From there you can configure the price, trial, renewal settings, and more.
![Add price]()
### Set the price and billing interval
Enter a price and select how often members are charged.
![Price and interval]()
Options may include:
* Weekly
* Monthly
* Every 3 months
* Every 6 months
* Yearly
* Custom
![Interval options]()
Once you have one member subscribed to a plan, you can't edit the billing frequency. [Contact our support team](mailto:info@memberful.com) if you need to make any changes to this setting.
### Add an internal label
Add an internal label for your own reference.
![Label]()
Labels are useful when a plan includes multiple prices and you want to distinguish them internally, such as:
* Legacy monthly
* Trial monthly
* Annual promo
Labels are not shown to members.
### Let members choose what to pay
To let members pay more than the minimum price, toggle on *Let members choose what to pay.*
![Choose what you pay]()
For full setup guidance, see [Let members choose what they pay.](/docs/plans/plan-options/enable-choose-what-you-pay)
### Configure trials
Use trial settings to create a free trial or a paid trial. Along with the trial length, you can configure:
A free trial without a credit card:
![Free trial]()
A free trial with credit card required:
![Free trial card required]()
A paid trial with its own trial price:
![Paid trial]()
If you change the trial length after members sign up, the new length only applies to future members.
Memberful sends a *Trial ending* email to members who are in a trial that requires a credit card and lasts for 7 days or longer. Trials that do not require a credit card do not trigger this email.
### Configure renewals
Renewal settings let you control what happens after the first payment. You can toggle these settings on or off.
**Limit number of renewal payments**: End billing after a set number of renewals. If you limit the number of renewal payments, members keep access after the last payment.
![Limit renewal payments]()
**Plan renews automatically:** Keep the subscription active until the member cancels. When *Plan renews automatically* is enabled, the subscription renews until the member cancels. Members can change this from their account.
![Automatic renewals]()
**Charge a different price for renewals:** Charge a different amount after the initial payment.
![Charge a different price for renewals]()
**Renew on a specific day:** Renew on a fixed schedule instead of the purchase anniversary.
![Renew on a specific day]()
If you toggle on *Renew on a specific day,* renewals happen on the schedule you choose instead of on the signup date.
For example:
* A monthly plan can renew on a specific day of the month
* A yearly plan can renew on a specific month and day
* A quarterly plan can renew in a set group of months on a specific day
*Renew on a specific day* isn't available for plans with a trial period.
Memberful does not prorate plans that renew on a specific day. If someone signs up shortly before the renewal date, they're charged at signup and then charged again on the scheduled renewal date.
### Enable group subscriptions
The Group subscription setting lets one person purchase and manage access for multiple members.
![Group subscriptions]()
Group subscriptions are useful for companies, teams, schools, or any other setup where one person is paying for access for multiple members.
For full setup guidance, see [Create a group plan](/docs/plans/group-plans/create-a-group-plan).
## Control price availability
Each price has its own availability settings:
* Use *Available for purchase* to control whether new members can buy that price.
* Use *Available for plan changes* to control whether existing members can switch to that price.
![Availability settings]()
This is useful for prices that should stay on the plan without being broadly available, such as:
* Legacy prices
* Trial prices
* Limited promotional prices
## Review plan-level settings
Below the prices, you can configure the rest of the plan settings. These settings apply to the plan itself rather than to an individual price.
### Upgrades & downgrades
Upgrades & downgrades lets you control whether members can switch prices within a plan or between plans.
![Upgrades and downgrades]()
For full guidance, see [Plan changes](/docs/plans/plan-options/plan-changes).
### Downloads and podcasts
If you've created downloads or private podcasts in Memberful, you can include them with the plan. Click **Edit** next to Downloads or Podcasts to manage what's included.
![Included content]()
* For full setup guidance, see [Include or sell downloads.](/docs/plans/plan-options/include-or-sell-downloads)
* For full setup guidance, see [Create a paid podcast.](/docs/podcasting/setup/create-a-paid-podcast)
### Data collection
Data collection lets you require members to enter a phone number or mailing address during checkout.
![Data collection]()
This is useful if you need contact details for fulfillment, compliance, or member management.
### Taxes
If tax collection is enabled for your Memberful account, the Taxes settings let you manage tax collection for this plan and edit the tax category.
![Tax collection]()
For full setup guidance, see [Collect taxes.](/docs/configuration/taxes/collect-taxes)
### After checkout
The After checkout settings let you choose what members see after checkout.
![Redirects after checkout]()
You can:
* Show a welcome page where members can subscribe to podcasts or connect to your Discord server (if included)
* Redirect members back to the page they were on before checkout
* Set a custom redirect only for this plan
If you are using the Memberful WordPress plugin, redirecting members back to the page they were on before checkout can create a smoother experience, especially when a purchase starts from gated content.
## Copy links for a price
In the Prices section, click the **•••** menu next to the price, then select **Copy links.**
![Copy links]()
A panel will open showing:
* the Plan ID that can be used in WordPress shortcodes to protect content on your site
* the plan purchase link
* the gift purchase link
* the Price ID, which can be used in WordPress link shortcodes and CSV imports to identify a price
![Links and shortcodes]()
If you want to add a purchase link to your site or learn more about the different link options, see [Add a link to buy a plan.](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan)
## Delete a price or plan
To delete a price or plan, first move all members to other prices.
In the Prices section, click the **•••** menu next to the price, then select **Delete.**
![Delete a price]()
To delete an entire plan, click **delete plan** at the bottom of the plan page.
![Delete a plan]()
# Free registration
Source: https://memberful.com/docs/plans/individual-plans/free-registration
Offer free registration in Memberful so visitors create an account before subscribing. Capture leads, share previews, and build a list of prospective members.
Offering a free membership lets you reach a wider audience of visitors who want to explore your content before committing to a paid plan. Free memberships remove barriers to entry, give you a way to showcase what you offer, and create opportunities to convert free members into paid members.
In this help article, we'll walk you through how to enable free registration, customize your free registration form, and share content with free members.
Growing a list of free members can make a big difference for your community. **Operator** outlines strategies for using a free tier to grow your audience, boost engagement, and increase conversions to paid plans. [Read our guide](https://www.membershipoperator.com/) for how to use free members alongside your paid audience.
## Why offer free registration
Our free registration feature enables your members to sign up without any cost or obligation for a paid subscription. This group of free members can be targeted in our WordPress integration, member website and newsletter, as well as our email newsletter integrations.
Free members will appear in your Memberful dashboard with a full member profile but without card details or membership to a paid plan.
![Free registration member profile]()
## Enable free registration
To enable this feature, go to *Website → Forms → Free registration* and toggle on **Allow free registration**.
![Free registration toggle]()
## Customize your free registration form
To customize the free registration form text, go to *Website → Forms → Free registration*. You can edit the title, subtitle, and button text.
![Free registration customize]()
You can also redirect free members to another URL after sign-up under *Website → External website → Custom redirects → After free registration redirect*.
![Free registration redirect]()
You can also [create custom fields](/docs/configuration/feedback-and-policies/create-custom-fields/) for your members to fill out right after creating their free account.
![Free registration custom fields]()
## How to subscribe free members
Add the free registration URL to a button or link on your own website, or our Memberful member website, so members can sign up for free.
![Free registration URL]()
If you're looking to subscribe members and don’t have a sales page, use our [member website](/docs/overview/setup-guides/hosted-member-site) with our [built-in custom subscribe page](/docs/website-builder/pages/subscribe-page/). This allows your members to sign up for free alongside your paid plans and standalone downloads.
![Free registration subscribe page modal]()
## How to target free members
If you're using Memberful along with our WordPress plugin, you can protect certain pages and posts for **All members - inactive, active, and free**.
![WordPress plugin all members]()
If you're using our [member website](/docs/overview/setup-guides/hosted-member-site), you can create pages and posts that are protected for all members, including free members, or send a targeted newsletter to free (and inactive) members.
![Free registration audience]()
If you're using any of Memberful's email newsletter integrations like Mailchimp or Kit, you can target free members with a newsletter using the "Free registration" signup source.
Since members never lose this designation, make sure you build a segment that excludes those members who are subscribed to a paid plan. e.g. Free registration = True and is not subscribed to = Monthly plan
![Mailchimp free registration group]()
You can't give free members access to [members-only podcasts](/docs/podcasting/setup/create-a-paid-podcast/) or [private downloads](/docs/plans/plan-options/include-or-sell-downloads/).
## Track your free members
To view all free registered members who don't have an active subscription, go to the members tab and choose the filter: **Free signup (never subscribed).**
![Free registration filter]()
Members are automatically removed from the free signup list after upgrading to a paid plan.
You can also [view](/docs/overview/getting-started/admin-dashboard/#manage-your-members) or [export a list](/docs/metrics-and-analytics/compare-and-export/export-data/#export-member-data) of your free members to monitor them.
Provide free access for **paid members** using other Memberful features. [Learn more](/docs/member-management/payments-and-access/give-free-access/).
## How free members can subscribe to paid plans
After enabling our [custom subscribe page](/docs/website-builder/pages/subscribe-page/), you can guide free members to purchase paid plans on your subscribe page by clicking the **subscribe page** link in their [member account page](/docs/member-interface/account/access-their-account/).
![Redirect to subscribe page]()
# Accept external payments
Source: https://memberful.com/docs/plans/plan-options/accept-external-payments
Accept external payments like wire transfers or cheques for a group subscription in Memberful by marking the subscription as paid outside of the checkout form.
In this help article, we'll cover how to record external payments to a group subscription, manage externally paid subscriptions, enable email notifications for renewals, and export a list of externally paid subscriptions.
External payments that you record within Memberful are not subject to any transaction fee. However, **there is a \$0.20 monthly fee** for each externally paid seat that is in use.
## How do external payments differ from regular payments?
If the subscription is paid externally, Memberful will not attempt to charge a credit card when the renewal date comes. Instead, you must manually record individual payments to renew the subscription, add member seats, etc.
## Add an external payment for a new subscription
[Add the group manager to the dashboard as a member](/docs/manage-your-members/add-or-delete-a-member/), and then add the group subscription to their profile.
![Add a new subscription]()
Since you're not charging them by credit card, it will appear as if you're giving them the subscription for free (at first). This is expected.
Go to their subscription page and **Enable external payments.**
![Enable external payments]()
Once the payment is received, click **Add external payment.**
![Add an external payment]()
Uncheck **Renew the subscription with this payment.**
![Do not renew with payment]()
You can also add an optional note along with each payment to indicate what it was for or to associate it with an external invoicing ID number.
Once you're ready, click **Add external payment.**
## Add an external payment to renew a subscription
Follow the steps in the [previous section](#add-an-external-payment-for-a-new-subscription), but keep *Renew the subscription with this payment* checked.
![Renew with payment]()
## Add an external payment to cover additional seats
To log an external payment for additional seats, follow the steps in this section: [Add an external payment for a new subscription.](#add-an-external-payment-for-a-new-subscription)
Once you arrange payment, go to the group manager's profile in the Memberful dashboard and click the subscription link.
![Subscription link]()
From there you can adjust the number of additional member seats available to their group. This is the number of members included with their subscription in addition to the base number of member seats included with the plan.
![Add additional members manually]()
## Cancel an externally paid subscription
Once external payments are enabled for a particular subscription, you, as the admin, need to [cancel it](/docs/member-management/subscription-management/modify-a-member-s-subscription/#toggle-auto-renew-on-or-cancel-a-subscription) and disable the **Enable external payments** toggle to end the group subscription.
![Disable external payments]()
If the external payment isn't canceled, the \$0.20 monthly fee per seat will continue to be charged for all active and inactive group members subscribed to that plan.
This will deactivate the group subscription on the current renewal date. If you'd like to deactivate the subscription at an earlier date, you can [change the subscription renewal date](/docs/member-management/subscription-management/modify-a-member-s-subscription/#change-a-renewal-date).
### What happens if an externally paid subscription becomes past due?
Externally paid group subscriptions that haven't been cancelled will remain active even after their renewal date has passed—regardless of whether or not they've made a payment.
The subscription will still appear active in the group manager's account:
![Group plan auto-renew external payment on]()
If you cancel the subscription, the subscription status will be removed from the group manager's account but the subscription will remain active:
![Group plan auto-renew external payment off]()
To stop paying the \$0.20 monthly external payment seat fee, you need to also [disable the external payment setting](#cancel-an-externally-paid-subscription).
## Enable email notifications
Memberful will send you an email 30 days before an externally paid subscription is set to renew and the day after the renewal date if it becomes past due. You can turn these notification emails on or off via the **Settings** tab in your Memberful dashboard.
![External payment details]()
## Export a list of externally paid subscriptions
To compile a list of subscriptions that are being paid externally, export either the Members CSV file from the Members tab or a plan-specific CSV file from *Members → Subscriptions,* and filter the **External payments** column by **Yes.**
![Filter external payments]()
# Change plan price
Source: https://memberful.com/docs/plans/plan-options/change-plan-price
Change a plan's price in Memberful by creating a new price, moving existing members if needed, and retiring legacy pricing without disruption.
Prices determine how much members pay for a plan. Once a price has members, certain pricing settings become locked to protect existing subscriptions and support future billing compatibility.
In this help article, we'll explain how price locking works, how to create a new price by duplicating an existing one, and what to do with existing members after changing your pricing.
## How price changes work
A price becomes locked as soon as it has members, including active, canceled, and expired subscriptions.
Once a price is locked, you can't change settings that affect how members are billed, including:
* the price amount
* renewal pricing
* billing interval
* renewal day
* number of renewal payments
* group subscription settings, including seat pricing and seat limits
You can still update settings that don't affect existing subscriptions, such as the price label and availability.
To change a locked price, create a new price by duplicating the existing one.
## Create a new price
When you want to increase or decrease pricing, duplicate the existing price and update the copied version.
Go to **Revenue** → **Plans** and select the plan you want to update.
In the **Prices** section, click the **•••** menu next to the price and select **Duplicate price**.
If the price is locked, you can also click **Duplicate price** from the message displayed at the top of the price settings.
![Duplicate Price]()
Review the copied settings, update the amount and any other settings you want to change, and click **Save price**.
![Add Price]()
After saving, Memberful displays a confirmation message with the new checkout link. Copy the link and update any links, buttons, or landing pages that should use the new price.
![Copy Checkout Link]()
## What happens to existing members?
Creating a new price does not automatically change existing subscriptions.
Members who already subscribe to the original price continue renewing at that price unless you move them to the new one.
If you want existing members to use the new price, see [Move all members of a plan](/docs/member-management/subscription-management/move-all-members-of-a-plan).
## Retire an old price
After creating a replacement price, you may want to stop new purchases at the old amount.
To do this, make the old price unavailable. For instructions, see [Control price availability](/docs/plans/individual-plans/create-a-plan#control-price-availability).
If you make a price unavailable, members whose subscriptions expire won't be able to reactivate at that price. They'll need to subscribe using another available price.
## When should I create a new plan instead?
Most price changes do not require a new plan.
Create a new price when you're changing how much members pay for the same membership benefits.
Create a separate plan only when the membership benefits, access, or overall offering are changing.
# Let members choose what to pay
Source: https://memberful.com/docs/plans/plan-options/enable-choose-what-you-pay
Enable choose-what-you-pay pricing on a Memberful plan so members pick their own amount. Useful for donations, pay-what-you-want memberships, or supporters.
Choose-what-you-pay pricing lets members decide how much to pay while receiving the same access and benefits included with the plan. You can use it for donations, flexible memberships, or supporter plans.
In this help article, we'll show you how to create a plan with custom pricing, accept flexible payments, share suggested amounts, and manage custom prices for existing members.
![Choose what you pay checkout]()
## Create a plan
Go to **Revenue** → **Plans** in your Memberful dashboard and click [**Create plan**](/docs/plans/individual-plans/create-a-plan/).
![Create a plan]()
Enter a plan name, add a price and billing interval, and click **Create plan**.
![Add the plan details]()
In **Prices**, click the **•••** menu next to the price and select **Edit price**.
![Edit the plan price]()
Toggle on *Let members choose what to pay*.
![Enable the Let members choose what to pay setting]()
Once enabled, the price you set becomes the minimum amount members can pay. Members can enter any amount equal to or greater than this minimum, up to \$999,999.
You can toggle off *Let members choose what to pay* as long as the plan does not have any active members.
If you're creating different tiers of benefits, such as Bronze, Silver, or Gold, set up a separate plan for each tier. If you're offering different renewal schedules for the same benefits, such as monthly and annual billing, add separate prices to the same plan. You can also consider [enabling upgrades and downgrades](/docs/plans/plan-options/plan-changes/) between plans.
## Accept custom payments
When purchasing the plan, members see a field where they can enter their own price. The amount must meet or exceed the minimum price.
No matter how much a member pays, they receive the same access and benefits tied to the plan.
![Choose what you pay checkout]()
### Suggest an amount in a purchase link
You can suggest a price by passing the amount through a `price` query parameter in the purchase link URL.
To suggest a payment of \$50, use:
```text theme={null}
https://ACCOUNT-URL.memberful.com/checkout?plan=2&price=50
```
You can also include decimal values:
```text theme={null}
https://ACCOUNT-URL.memberful.com/checkout?plan=2&price=25.50
```
Replace:
* `ACCOUNT-URL` with your account URL subdomain, which you can find under **Website** → **Settings**
* `2` with your plan ID, which you can find in the plan's [purchase link](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/#add-a-purchase-button-with-any-website-builder)
* the `price` value with the amount you want to suggest
When you build a membership sales page on your website, you can create separate buttons for each suggested amount you want to offer.
### Create a custom payment form
You can also create a text field where members enter their own amount before opening the checkout. Example HTML is available from the plan settings in your Memberful dashboard.
![Example of a custom contribution form]()
The following example creates a custom amount field that opens the Memberful checkout:
```html theme={null}
```
Replace:
* `ACCOUNT-URL` with your account URL subdomain
* `2` with your plan ID
* `60.00` with the plan's minimum price
You can customize the form using your own HTML and CSS.
## Edit a member's custom amount
You can edit the amount an existing member pays from their subscription in the Memberful dashboard.
Search for the member by name or email and open their subscription. Under *Custom price*, click **Change** and enter an amount equal to or greater than the plan's minimum price.
The member will be charged the new amount at their next renewal and all future renewals.
![Editing a member's custom price]()
## Move members with custom prices
When members are moved from one price to another, Memberful checks whether the destination price also allows members to choose what they pay.
* If the destination price allows members to choose what they pay, members keep their custom price as long as it meets or exceeds the destination price's minimum.
* If the destination price does not allow members to choose what they pay, the custom price is replaced with the destination price on the next renewal.
To learn more about moving members between prices, see [Move all members](/docs/member-management/subscription-management/move-all-members-of-a-plan).
# Include or sell downloads
Source: https://memberful.com/docs/plans/plan-options/include-or-sell-downloads
Sell digital downloads such as PDFs or MP3s in Memberful as standalone products, or bundle them with your membership plans for paid members to access.
In this help article, we'll show you how to include downloads with plans, sell downloads individually, and explain how members access their purchased files.
## Include a download with a plan
To begin, go to *Content → Downloads* and then click **Create Download.**
![New download]()
Name the download, choose the file from your computer, and add a description.
![Name and choose file]()
In the *Which plans should include this download?* section: select **All plans** to include the download with all current and future plans.
Alternatively, choose **Select from your list of plans** to assign it to specific plans.
![Select plans]()
Then, click **Create Download.**
You can also configure this for each plan via *Revenue → Plans → Select a plan → Included content* and click **Edit**.
## Sell a download
Go to *Content → Downloads,* then click **Create Download.**
![New download]()
Name the download, choose the file from your computer, and add a description.
![Name and choose file]()
Toggle on *Available as a standalone purchase* and set the price.
![Standalone purchase]()
Enter a redirect URL if you want customers to land on a specific page after buying this download.
![Download redirect]()
If you have taxes enabled, you can toggle off tax collection for the download.
![Collect taxes]()
You also have the option to require a mailing address during checkout.
![Collect address]()
Copy the purchase link and add it to your website or newsletter.
![Purchase link]()
## How members access downloads
Members can access all their downloads when they log in to their account. For ease of use, they can sort them alphabetically or by the date they were added.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/downloads
```
![Access Downloads]()
You can use our [WordPress shortcodes](/docs/wordpress-plugin/protect-content/wordpress-shortcodes/) to directly link to downloads on your site. Alternatively, you can use the URL below, but make sure to replace the last four digits with the ones for your download found in the Downloads tab.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/downloads/get/1234
```
When a member clicks a download, Memberful generates a temporary link that expires after 10 minutes. This helps prevent unauthorized sharing. Members can click the download link again to generate a new link if needed.
# Plan changes
Source: https://memberful.com/docs/plans/plan-options/plan-changes
Control how members switch between Memberful plans and prices. Configure prorated upgrades, downgrades, and the timing of plan changes for each subscription.
Plan change settings control how members switch between plans and prices in Memberful. These settings determine which plans can replace each other, which prices members can switch to, and how upgrades are billed.
In this help article, we'll explain how to configure plan changes between plans and prices, how to use groups, and where to manage global upgrade billing settings.
## Understand plan change controls
Memberful uses two separate controls for plan changes:
* The *Upgrades & downgrades* setting on each plan controls whether members can switch from that plan to other plans.
* The *Available for plan changes* setting on each price controls whether members can switch to that specific price.
Both settings matter. The **plan a member is switching to** must be available through the current plan's upgrade settings, and the **price a member is switching to** must be available for plan changes.
Being included in a Group doesn't guarantee that a plan's prices can be used for plan changes. Members can only switch to prices that use standard recurring billing. Prices with date-based billing, one-time billing, or a limited number of renewal payments aren't eligible for plan changes.
## Select the plans members can switch to
Go to *Revenue → Plans* in your Memberful dashboard.
Select the plan you want to update.
In the Upgrades & downgrades section, click **Edit**.
![Upgrades and downgrades]()
Use *Allow members to change between* to choose one of these options:
* None
* Any ungrouped plan
* Other plans in a specific group
### None
Use this option when the plan should stay separate and should not replace or be replaced by another plan.
![None]()
This works well for standalone offerings that members may want to own at the same time.
Example: You offer a Newsletter plan and a Course plan. Members should be able to subscribe to both, so neither plan should replace the other.
### Any ungrouped plan
Use this option when the plan should switch with other plans that also use the default switching setup.
![Any ungrouped plan]()
This works well for common tiered memberships where plans should be able to upgrade or downgrade between each other.
Example: You offer Basic and Pro plans with different benefits, and members should be able to move between them. Set both plans to *Any ungrouped plan*.
### Other plans in a specific group
Use this option to limit switching to a specific set of plans.
Groups control which plans members can switch between. They are different from group plans, which are a separate plan type.
After choosing this option, select an existing group:
![Existing group]()
We'll show other plans in that group so you can confirm which plans are connected.
Or choose **New group** to create one:
![New group]()
Name the group and click **Create group**:
![Name group]()
Example: You offer Monthly, Annual, and Founding Member plans. Monthly and Annual should work together, but Founding Member should stay separate.
Click the pencil icon to edit the plan name.
![Edit name]()
Click the trash icon to delete the group.
![Delete group]()
## Control switching between prices in the same plan
Members can also switch between prices in the same plan, such as monthly and yearly pricing.
In the Prices section, click the **•••** menu next to the price, then select **Edit price**.
![Edit price]()
Use *Available for plan changes* to control whether members can switch to that price.
![Available for plan changes]()
This is useful when a plan includes prices that should stay restricted, such as:
* A hidden legacy price
* A hidden trial price
* A limited promotional price
* A retired legacy price that existing subscribers can keep but new subscribers should not switch to
## Configure how upgrades are charged
Upgrade billing is managed separately from plan-level switching. These settings apply when members upgrade themselves between plans and prices.
These settings do not affect administrator-initiated bulk moves.
Go to *Revenue → Plans* and click **Settings**.
![Settings]()
In Settings for all plans, choose how Memberful should handle upgrades to a higher priced plan:
* Prorate and switch immediately
* Charge full price immediately
* Charge at next renewal
These settings apply across your Memberful plans.
![Settings for all plans]()
## View plan changes in the Plans list
You can sort and filter plan change groups from the main Plans page.
Go to **Revenue → Plans**. Click the group name to filter the list to the plans a member on that plan could switch to.
![None]()
After clicking on a group name, a filter chip appears at the top of the list. Click the chip to clear the filter and return to the full plans list.
![None]()
You can also view plan change groups in list view and sort by them in either view.
![None]()
## Understand what happens when a member changes plans
What happens after a member selects a different plan or price depends on whether the change takes effect immediately or at their next renewal.
### Immediate plan changes
Depending on your upgrade billing settings, Memberful can switch the member to the new plan immediately.
When an upgrade is prorated, the member’s recent payment may be deducted from the amount charged for the new plan.
For example, if a member pays \$14 for a monthly plan and immediately switches to a \$48 yearly plan, Memberful may apply the \$14 payment toward the yearly plan and charge the remaining \$34.
### Scheduled plan changes
Plan changes that do not take effect immediately are scheduled for the subscription’s next renewal.
Until then:
* The subscription remains attached to the current plan and price.
* The member keeps the access provided by their current plan.
* The upcoming plan or price takes effect when the subscription renews.
* The member is charged according to the new plan or price at renewal.
A member’s profile may continue to show their current plan even though another plan change is already scheduled.
### Renewal reminder emails
If a plan change is scheduled, a renewal reminder may show the member’s current plan name and the renewal amount for the plan or price they are scheduled to switch to.
This happens because the current plan is still active when the reminder is sent, but the scheduled price will apply when the subscription renews.
For example, a member switching from a yearly plan to a monthly plan could receive a reminder that references the yearly subscription while showing the upcoming monthly renewal amount.
### Review plan changes from the member profile
Go to **Members**, open the member’s profile, and click the subscription.
Review the current plan, price, renewal date, and any available plan-change details.
Immediate upgrades create an entry in the member’s activity history. Scheduled downgrades and other plan changes may not appear as separate activity entries before they take effect.
After a scheduled change takes effect, it may appear as a regular renewal rather than as a separate downgrade or plan-change event.
### Plan changes and MRR metrics
Plan changes and monthly recurring revenue reporting answer different questions.
A plan change may be described as an upgrade or downgrade based on the full prices of the plans. MRR reporting compares how much monthly recurring revenue each subscription generates.
For example:
* A plan priced at \$14 per month generates \$14 in MRR.
* A plan priced at \$48 per year generates \$4 in MRR.
* Moving from the monthly plan to the yearly plan involves paying a higher total plan price.
* However, the change reduces monthly recurring revenue from \$14 to \$4.
Because of this distinction, MRR upgrade and downgrade metrics should not be used as a complete record of every plan change.
## Common setup examples
### One plan with multiple prices, and members can switch between all prices
Use this setup when prices are different ways to buy the same plan.
Example: A plan has a monthly price and a yearly price. Both include the same benefits, and both prices are available for plan changes.
### One plan with multiple prices, and members cannot switch into one of the prices
Use this setup when one price should stay restricted.
Example: A plan has one visible Monthly price and one hidden monthly price for grandfathered members. The hidden price stays unavailable for plan changes.
### Multiple plans, and members can switch freely between them
Use this setup when plans offer different benefits, but members should be able to upgrade or downgrade.
Example: You offer Basic and Pro plans, and both are set to *Any ungrouped plan*.
### Multiple plans, and members can switch only between certain plans
Use this setup when only some plans should work together.
Example: Monthly and annual are assigned to the same group, while Founding Member is kept separate.
### Multiple plans, and members cannot switch between them
Use this setup when plans are separate offerings that members may want to keep at the same time.
Example: A newsletter plan and a course plan are both set to *None*.
# Understand plans and prices
Source: https://memberful.com/docs/plans/plan-options/understand-plans-and-prices
Understand how Memberful plans and prices work. See when to use multiple prices in one plan, when to create separate plans, and how switching works.
You can add multiple prices to a single plan when each price gives access to the same benefits. This works well for billing options like monthly and yearly pricing, legacy pricing, or limited promotional pricing. Use separate plans when you want to offer different benefits.
In this help article, we'll explain how plans and prices work, when to use multiple prices in one plan or separate plans, and what to know about switching within a plan.
## Understand plans and prices
Plans define the benefits a member gets. Prices define how a member pays for those benefits.
Use multiple prices in one plan when all prices include the same benefits:
![Multiple prices]()
Use separate plans when you want to offer different benefits:
![Separate plans]()
For example:
* One plan can include a monthly price and a yearly price for the same membership
* Separate plans, like Basic and Pro, can offer different benefits
## A simple rule
| If... | Use... |
| -------------------------- | ------------------------------- |
| The benefits stay the same | *One plan with multiple prices* |
| The benefits are different | *Separate plans* |
This keeps your plan setup simpler and makes switching behavior easier to manage.
## Switching within a plan
By default, members can move between prices in the same plan.
To hide a price from members changing plans, toggle off *Available for plan changes* for that price.
![Available for plan changes]()
Use this when a plan includes multiple prices, but some of those prices should stay restricted.
Common examples include:
* Letting members switch between monthly and yearly pricing
* Keeping a legacy price available only to existing members
* Keeping a hidden trial price unavailable after sign-up
* Preventing members from switching into a limited promotional price
For legacy, hidden, or limited prices, also toggle off *Available for purchase* if you do not want new members to buy that price.
![Available for purchase]()
## Switching between plans
You can also control whether members can move from one plan to another.
Use this when you offer multiple plans with different benefits and want to control which plan changes are allowed.
![Switching between plans]()
For example, you might:
* Let members upgrade from a basic membership to a higher-access membership
* Keep a newsletter plan and a course plan separate
* Use separate plans when each level unlocks different benefits
## Learn more about plan changes
For step-by-step guidance on how members can switch between plans and prices, see [Plan changes](/docs/plans/plan-options/plan-changes/).
That help article explains how to:
* control switching between plans
* control switching to specific prices
* use groups to allow switching between only certain plans
* choose how upgrades are charged
### Need more help?
If your pricing setup includes legacy prices, hidden prices, or a combination of switching rules and you are not sure which structure to use, contact our team.
# Add a link to buy a plan
Source: https://memberful.com/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan
Add a Memberful purchase link to your WordPress site or any other website so visitors can buy a plan, customize the button text, and track signups.
Memberful generates a purchase link for each plan price. Add the link to a page or button on your website so visitors can subscribe.
In this help article, we'll show you how to add a plan purchase link to WordPress or another website builder.
## Add a purchase link in WordPress
From your WordPress dashboard, open the post or page where you want to add the purchase link.
Click **Memberful** in the WordPress editor.
Select **Buy Plan**.
![Select Buy Plan from the Memberful menu in the WordPress editor]()
Choose the plan you want to sell from the dropdown.
Enter the text for the link, such as `Become a member - $15/month`.
![Enter the text for the purchase link]()
Click **OK**.
### Add a link in the HTML editor
If you're writing HTML in the WordPress editor, click **Text**, then add the link with an HTML link tag:
```html theme={null}
Become a member
```
## Add a purchase button with any website builder
In the Memberful dashboard, go to **Revenue** → **Plans**.
Click **Links** for the plan you want to sell.
![Links button for a plan in the Memberful dashboard]()
Select the price you want to sell from the *Prices* dropdown.
Click **Copy** next to the *Plan purchase link*.
![Plan purchase link for the selected price in the Memberful dashboard]()
Add the copied link to a button using the options provided by your website builder.
![Purchase link added to a website button builder]()
If you're using WordPress and your theme doesn't have a button builder, install a plugin such as [MaxButtons](https://wordpress.org/plugins/maxbuttons/).
Place links or buttons in high-visibility areas such as your homepage or navigation, clearly communicate pricing in the button text, and use consistent messaging across your site so it aligns with your plans.
# Memberful Connect
Source: https://memberful.com/docs/plans/promote-and-sell/memberful-connect
Use Memberful Connect with Nudgify to turn recent signups and purchases into social proof notifications that build trust and encourage new members to join.
# Integrate with Squarespace
Source: https://memberful.com/docs/plans/promote-and-sell/squarespace
Connect Memberful to Squarespace to add purchase and account links, gate protected content, and let visitors buy plans and manage their accounts.
Squarespace is a website builder that you can use with Memberful to sell memberships and give members access to their Memberful accounts. Squarespace does not support Memberful content protection, but you can connect the two platforms using purchase links and embedded code.
In this help article, we'll show you how to connect Memberful to Squarespace, add purchase buttons, and give members access to their account, downloads, and podcast feeds.
## Understand the Squarespace limitations
Squarespace does not support single sign-on (SSO), so you cannot use Memberful to create members-only pages on a Squarespace site.
Members can still:
* sign in to their member account
* manage their subscription and billing details
* update their profile information
To restrict content, you can:
* [create a WordPress membership site](/docs/overview/setup-guides/wordpress-membership-site/)
* [use Memberful's member website](/docs/overview/setup-guides/hosted-member-site/)
## Insert the Memberful code
Go to **Website → Custom website** in your Memberful dashboard and copy the code provided.
In Squarespace, go to **Website → Pages → Custom Code → Code Injection**. Paste the Memberful code and save your changes.
Code injection is only available on the Squarespace Core plan or higher.
## Add a purchase button
Go to **Revenue** → **Plans** in your Memberful dashboard. Click the plan you want to sell, then click **Links**.
![Open the Links section for a Memberful plan]()
Copy the plan purchase link or gift purchase link.
![Copy a Memberful plan purchase or gift purchase link]()
Add the link to a Squarespace button. Visitors can click the button to complete checkout and subscribe.
![Memberful checkout opened from a Squarespace site]()
Place purchase buttons in visible areas such as your homepage or navigation. Include the price in the button or surrounding text so visitors understand what they are purchasing.
## Add member account links
You can add links to your Squarespace site that take members directly to specific areas of their Memberful account.
Replace `ACCOUNT-URL` in each link with your Memberful account subdomain. You can find it by going to **Website** → **General settings** in your Memberful dashboard.
### Account
Use this link to let members manage their subscription, profile, and billing details:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account
```
For more detail, see [How members access their account](/docs/member-interface/account/access-their-account/).
### Downloads
Use this link to take members directly to their downloads:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/downloads
```
For more detail, see [Include or sell downloads](/docs/plans/plan-options/include-or-sell-downloads/).
### Podcast feeds
Use this link to take members directly to their members-only podcast feeds:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/feeds
```
For full setup guidance, see [Offer a paid podcast](/docs/overview/setup-guides/paid-podcast/).
# Integrate with Webflow
Source: https://memberful.com/docs/plans/promote-and-sell/webflow
Connect Memberful to Webflow, add purchase and account links to your site, and let visitors buy plans and manage their accounts from your Webflow pages.
Webflow is a visual website builder that you can use with Memberful to sell memberships and provide account access to your members. While it doesn't support full content protection, you can connect it to Memberful using links and embedded code.
In this help article, we'll show you how to connect Memberful to Webflow, add purchase buttons, and give members access to their account.
## Webflow limitations
Webflow does not support single sign-on (SSO), so it's not possible to create true members-only pages on Webflow using Memberful.
Your members can still:
* sign in to their member account
* manage their subscription and billing
* update their profile information
If you need to restrict access to content, consider one of these options:
* Use the [Memberful plugin with WordPress](/docs/overview/setup-guides/wordpress-membership-site/) to protect content on your own site.
* Use the [Memberful member website](/docs/overview/setup-guides/hosted-member-site/) for a members-only experience.
## Insert the Memberful code
In the Memberful dashboard, go to **Website** → **Custom website**, then copy the code provided.
In Webflow, go to **Site settings** → **Custom Code**.
Paste the Memberful code into *Head Code*, then save your changes.
![Add the Memberful code to the Head Code section in Webflow]()
## Add a purchase button
In the Memberful dashboard, go to **Revenue** → **Plans**.
Click **Links** for the plan you want to sell.
![Links button for a plan in the Memberful dashboard]()
Select the price you want to sell from the *Prices* dropdown.
Click **Copy** next to the *Plan purchase link* or *Gift purchase link*.
![Plan and gift purchase links for the selected price in the Memberful dashboard]()
Add the copied link to a button on your Webflow site.
![Memberful checkout opened from a purchase button on a Webflow site]()
Visitors can use this button to complete checkout and subscribe.
Place links or buttons in high-visibility areas such as your homepage or navigation, clearly communicate pricing in the button text, and use consistent messaging across your site so it aligns with your plans.
## Add an account link
Add an account link to your site so members can manage their subscriptions, profile, and billing details.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account
```
Replace `ACCOUNT-URL` with your account subdomain. In the Memberful dashboard, go to **Website** → **General settings**, then find *Account URL*.
To learn more, see [How members access their account](/docs/member-interface/account/access-their-account/).
## Add a downloads link
Add a downloads link to take members directly to their downloads.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/downloads
```
To learn more, see [Include or sell downloads](/docs/plans/plan-options/include-or-sell-downloads/).
## Add a podcast link
Add a podcast link to take members directly to their members-only podcast feeds.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/feeds
```
For full setup guidance, see [Create a paid podcast](/docs/overview/setup-guides/paid-podcast/).
# Use Memberful with popular site builders
Source: https://memberful.com/docs/plans/promote-and-sell/website-builders
Use Memberful with popular website builders like Squarespace, Webflow, Wix, and Weebly to sell memberships and connect visitors to your member experience.
You can use Memberful with popular website builders to sell memberships and provide links for members to sign in and manage their accounts. These platforms support Memberful purchase and account links without requiring a custom integration.
In this help article, we'll explain how to connect Memberful with Squarespace, Webflow, Wix, or Weebly and review the available options for protecting members-only content.
## Choose your platform to get started
Add Memberful purchase buttons and account links using Code Injection.
Embed Memberful scripts and links directly on your Webflow pages.
Add purchase and account links using Wix's custom code settings.
Embed Memberful links and checkout buttons on your Weebly site.
## Important limitations
Squarespace, Webflow, Wix, and Weebly do not support single sign-on with Memberful. You cannot use Memberful to restrict access to pages hosted directly on these platforms.
You can still add links that allow members to:
* purchase a subscription
* sign in to their Memberful account
* manage their subscription and billing
* update their personal information
## Options for members-only content
To publish content that only members can access, choose one of these options:
* Use the [Memberful plugin with WordPress](/docs/overview/setup-guides/wordpress-membership-site/) to protect content on your own site
* Use [Memberful's built-in member website](/docs/overview/setup-guides/hosted-member-site/) for a simple, secure members-only experience
# Integrate with Weebly
Source: https://memberful.com/docs/plans/promote-and-sell/weebly
Connect Memberful to Weebly to add purchase and account links to your site, so visitors can buy plans and members can access their accounts.
Weebly works with Memberful for selling memberships and giving members access to their accounts. You can add purchase links, account links, and embedded Memberful code to your Weebly site.
In this help article, we'll show you how to connect Memberful to Weebly, add purchase buttons, and link members to their account content.
## Weebly limitations
Weebly does not support single sign-on (SSO), so Memberful cannot protect pages or create a complete members-only area within your Weebly site.
Members can still:
* sign in to their member account
* manage their subscription and billing
* update their profile information
* access included downloads and podcast feeds
To restrict access to content, you can create a [WordPress membership site](/docs/overview/setup-guides/wordpress-membership-site/) or use [Memberful's built-in member website](/docs/overview/setup-guides/hosted-member-site/).
## Insert the Memberful code
Go to **Website → Custom website** in your Memberful dashboard and copy the provided code.
In Weebly, go to **Settings** → **SEO** and paste the Memberful code into *Header Code*. Save your changes.
![Weebly install]()
## Create a plan and purchase button
In your Memberful dashboard, go to **Revenue → Plans**, select the plan, and click **Links**.
![Open the links for a Memberful plan]()
Select the price you want to create a purchase link for.
Copy the plan purchase link or gift purchase link for the selected price.
![Copy a Memberful plan purchase link]()
Add the purchase link to a button or text link on your Weebly site. Visitors can use it to open Memberful checkout and subscribe.
![Memberful checkout opened from a Weebly site]()
Place purchase links in visible areas such as your homepage or navigation. Use button text that clearly communicates the plan and price.
## Add an account link
Add an account link to your site so members can manage their subscriptions, profile, and billing details.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account
```
Replace `ACCOUNT-URL` with your account subdomain. You can find this in **Website** → **General settings** in your Memberful dashboard.
For more detail, see [How members access their account](/docs/member-interface/account/access-their-account/).
## Add a downloads link
Add a downloads link to take members directly to their downloads.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/downloads
```
For more detail, see [Include or sell downloads](/docs/plans/plan-options/include-or-sell-downloads/).
## Add a podcast link
Add a podcast link to take members directly to their members-only podcast feeds.
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/feeds
```
For more detail, see [Offer a paid podcast](/docs/overview/setup-guides/paid-podcast/).
# Integrate with Wix
Source: https://memberful.com/docs/plans/promote-and-sell/wix
Connect Memberful to Wix, add purchase and account links to your Wix site, and let visitors buy plans and members sign in to manage their accounts.
Wix is a website builder that you can use with Memberful to sell memberships and give members access to their Memberful accounts. Wix does not support Memberful content protection, but you can connect the two platforms using purchase links and embedded code.
In this help article, we'll show you how to connect Memberful to Wix, add purchase buttons, and give members access to their account, downloads, and podcast feeds.
## Understand the Wix limitations
Wix does not support single sign-on (SSO), so you cannot use Memberful to create members-only pages on a Wix site.
Members can still:
* sign in to their member account
* manage their subscription and billing details
* update their profile information
To restrict access to content, you can:
* [create a WordPress membership site](/docs/overview/setup-guides/wordpress-membership-site/)
* [use Memberful's member website](/docs/overview/setup-guides/hosted-member-site/)
## Insert the Memberful code
Go to **Website → Custom website** in your Memberful dashboard and copy the code provided.
In Wix, go to **Settings → Custom Code**, then click **+ Add Custom Code**. Paste the Memberful code.
For more detail, see [Wix's documentation on embedding custom code.](https://support.wix.com/en/article/embedding-custom-code-to-your-site)
## Add a purchase button
Go to **Revenue** → **Plans** in your Memberful dashboard. Click the plan you want to sell, then click **Links**.
![Open the Links section for a Memberful plan]()
Copy the plan purchase link or gift purchase link.
![Copy a Memberful plan purchase or gift purchase link]()
Add the link to a Wix button. Visitors can click the button to complete checkout and subscribe.
![Memberful checkout opened from a Wix site]()
Place purchase buttons in visible areas such as your homepage or navigation. Include the price in the button or surrounding text so visitors understand what they are purchasing.
## Add member account links
You can add links to your Wix site that take members directly to specific areas of their Memberful account.
Replace `ACCOUNT-URL` in each link with your Memberful account subdomain. You can find it by going to **Website** → **General settings** in your Memberful dashboard.
### Account
Use this link to let members manage their subscription, profile, and billing details:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account
```
For more detail, see [How members access their account](/docs/member-interface/account/access-their-account/).
### Downloads
Use this link to take members directly to their downloads:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/downloads
```
For more detail, see [Include or sell downloads](/docs/plans/plan-options/include-or-sell-downloads/).
## Podcast feeds
Use this link to take members directly to their members-only podcast feeds:
```text theme={null}
https://ACCOUNT-URL.memberful.com/account/feeds
```
For full setup guidance, see [Offer a paid podcast](/docs/overview/setup-guides/paid-podcast/).
# Dynamic podcast episodes
Source: https://memberful.com/docs/podcasting/publishing/dynamic-podcast-episodes
Use dynamic podcast episodes to offer members exclusive content alongside your regular feed, building a deeper connection and re-engaging lapsed members.
In this help article, we will show you how to share exclusive podcast episodes with your members, triggered by key events related to their subscriptions.
## Create episodes
Go to *Content → Podcasts,* select a podcast, and scroll down to the **dynamic episodes** section.
![Dynamic episodes]()
The welcome message allows you to onboard new members, while the expiration message helps explain why a feed may have stopped updating and how to take action to fix it.
Toggle on *Serve Welcome episode* to title your welcome episode and write an episode description.
![Dynamic podcast episodes]()
Then upload an MP3 file or AAC file.
![Write a title and description]()
Once uploaded, you can click the play button to preview your episode.
![Add audio file]()
Repeat the steps for the *Serve Subscription Expired* episode.
Personalized episodes can be assigned per show or across all podcasts on the site. This feed-level personalization allows you to create personalized episodes for each show, which is handy if you have different shows with different hosts.
## Manage episodes
After uploading an audio file, you will see a link to **manage audio files** on the podcasts index page.
![Manage audio files]()
Click the link to access your episodes library where you can delete or update your files.
![Episode library]()
You can also access the library when you add or edit a podcast.
![Replace episode]()
## Deliver episodes
To give a sense of ownership and a soft deterrent to publicly sharing the feed, the member's name will be appended to the title of their private feed.
![Maren's feed]()
Then once episodes are published, we will include the dynamic episodes in the member RSS feeds based on certain subscription-related events (more below).
### Welcome episode
The welcome episode is delivered as soon as the member subscribes to the feed, and will be removed after 30 days. It's shown at the top of the feed, so it's not easily missed.
This episode can be used for many things, like explaining how a membership program works, announcing seasonal benefits for new members, and creating a deeper connection with the member.
![Welcome episode]()
### Subscription expired episode
If you have published a subscription-expired episode, **the entire feed will be replaced by this episode until the subscription is reactivated.**
This episode can be used to explain why a member's feed stopped working and how to restore access. For some membership businesses, the podcast is the only channel of communication with members, so this is a valuable tool to reduce involuntary churn.
![Expired episode]()
We only show this episode when a member had access to a private feed but lost it when their subscription expired. We will not show this episode if you delete a member's subscription or remove the benefit from your plan.
## How dynamic episodes behave across apps
Numerous podcast players exist, each with their own set of rules. Some of them will adhere to our protocol to stop showing dynamic episodes, while others will keep episodes if they have been downloaded, and others will keep them forever. Although we don't have control over these variations, all the main podcast apps except for Spotify (more below) will add and remove our dynamic episodes as described in this help article.
Dynamic episodes will not work within Spotify. Spotify hosts their audio for private podcasts in a centralized way, and we can't render feeds on a per-member basis.
# Publish podcast episodes as posts
Source: https://memberful.com/docs/podcasting/publishing/publish-podcast-episodes-as-posts
Publish your podcast episodes as Memberful posts so members can listen on the web or in their newsletter alongside show notes, transcripts, and discussion.
It used to be that members would need to regularly check their listening apps or have notifications enabled to find out when you add a new podcast episode, but not anymore. Members who regularly experience your exclusive content are more likely to stay subscribed, so the easier you can make it to consume your exclusive content, the better.
In this help article, we'll show you how to configure Memberful to automatically generate a post that you can send via email or publish to your member website whenever you add a new podcast episode.
## Create a podcast
You'll need to configure a paid podcast in Memberful before you can publish posts announcing each new episode. [Learn how to create a paid podcast with Memberful.](/docs/podcasting/setup/create-a-paid-podcast)
## Create draft posts for new episodes
Go to *Content → Podcasts,* select your podcast, and toggle on **Create draft posts for new episodes**.
![Enable Create draft posts for new episodes]()
When a new podcast episode is published, a new draft post will be created and the account owner will be notified via email.
Post drafts will only be created for future episodes, not previously released ones.
![New episode post draft]()
## Customize your new podcast episode post
The podcast player follows the branding colors you've chosen for your site. [Learn how to customize your branding colors.](/docs/configuration/branding/branding)
The image and meta data displayed is fetched directly from the podcast's RSS feed.
![Play podcast episode in post]()
Inside the Post editor, we display a placeholder for the podcast player so you can move it around other content or remove it entirely from the post.
![Podcast player in post editor]()
## Publish your post
When you're ready to share this with your members, [review the post's settings](/docs/newsletters/hosted-newsletter/create-a-post/) and click the **Publish** button. Posts can also be scheduled to be published at a later date.
![Publish post]()
## How members play your podcast episode inside a post
When a member views the post, they can play the episode directly from the post.
![Play podcast episode in post]()
On posts that are exclusive to paying members, we display an excerpt showing a locked version of the player.
![Locked podcast episode in post]()
If the post is sent via email, we'll display the cover art and a link to open the web version of the post so your member can listen to the episode on your website.
![Podcast episode post email]()
## Import past episodes
When you toggle on **Create draft posts for new episodes**, you'll also see an option to import past episodes.
![Import past episodes toggle]()
This will publish a post for each episode in your podcast's RSS feed that has not already been imported. This is useful if you want to have all of your past episodes available as posts on your member website, not just future episodes.
This is available for existing podcasts as well (even podcasts that were added before this feature was released). In those cases, you'll see an **Import past episodes** button instead of the toggle.
![Import past episodes button]()
The import process takes some time, so the task will be scheduled to run in the background. You can navigate away from the page and the import will take place after some time.
Once episodes are imported, Memberful will also create a draft page for that specific podcast.
![Edit podcast page]()
You can also find a reference to this page at the top of the podcast's settings page. You'll see the page's URL and a button to edit it.
![Podcast page in podcast settings section]()
# Create a paid podcast
Source: https://memberful.com/docs/podcasting/setup/create-a-paid-podcast
Create a secure paid podcast in Memberful using your existing RSS feed. Members get a private feed link they can use in their favorite podcast player to listen.
In this help article, we'll walk you through the steps to create a secure, paid podcast for your members using your existing RSS feed. Keep in mind that Memberful does not host your podcast files, but rather works with your existing hosting provider.
## Create an unlisted RSS feed with your host
Because Memberful does not host your actual audio files, we work in combination with your existing host to create secure RSS feeds for your members. As long as your RSS feed is unlisted and not easily guessable, your content will be extremely secure while also making it easy to listen to in most podcast players.
These are the criteria you should look for when choosing a hosting provider. The more of these items you can check off, the more secure your RSS feed will be.
1. The ability to include `Yes` tags in your RSS feed.
2. The option not to submit your podcast to directories like iTunes.
3. The option to disable any automatically created website for your podcast.
4. The ability to customize the paths for the RSS feed.
5. The ability to customize the paths for the MP3 audio files.
6. The ability to protect a feed with a password or unique token.
With these criteria in mind, we recommend the following hosting companies based on their support of the above criteria:
| Hosting company | Security Rating |
| ----------------------------------------- | --------------- |
| [Transistor](https://transistor.fm/) | Best 🎉 |
| [Omny Studio](https://omnystudio.com/) | Best 🎉 |
| [ART19](https://art19.com/publishers) | Best 🎉 |
| [Fireside](https://fireside.fm/) | Better |
| [Megaphone](https://www.megaphone.fm/) | Better |
| [Libsyn](https://libsyn.com/) | Better |
| [Castos](https://castos.com/) | Better |
| [Buzzsprout](https://www.buzzsprout.com/) | Good |
| [Simplecast](https://simplecast.com/) | Good |
## Create a podcast
To create a paid podcast in Memberful, go to *Content → Podcasts* and click **Create Podcast**. The first step is to enter the podcast's RSS feed URL. [Learn more about hosting your podcast.](#create-an-unlisted-rss-feed-with-your-host)
![Add a new podcast]()
At this point, Memberful will validate the feed and check for any issues. If there are any problems, we'll let you know so you can fix them with your podcast host before continuing.
Give the podcast a name for your own reference. This will not be visible to your members.
![Podcast name]()
Memberful automatically loads the podcast's cover art from the RSS feed. If you later want to use a different image, you can update it with your podcast host and the change should be reflected in Memberful within 24 hours.
## Consider including video with your podcast
Memberful supports video podcasts so that you can deliver both paid audio and video episodes to your members. Not all podcast players support video, so we recommend enabling this feature only if you plan to include video content.
Toggle on **This is a video podcast** to hide the podcast player options that don't support video.
![Enable video podcast]()
## Submit a paid podcast to Spotify
Memberful can be linked to Spotify, allowing your members to subscribe to your secure, paid podcast via Spotify. [Learn how to submit your podcast to Spotify](/docs/podcasting/setup/submit-a-paid-podcast-to-spotify/).
## Add podcasts to a plan
Podcasts must be included with a plan to sell access. You can include one or multiple podcasts to a plan, and to multiple plans.
There are three ways to include a podcast with a plan.
**Option 1:** When you first add a podcast (or edit it) via *Content → Podcasts*, go to the *Which plans should this podcast be included in?* section and select **All plans** to include the podcast with all current and future plans.
![Add podcasts to all plans]()
**Option 2:** Alternatively, choose **Select from your list of plans** to only include the podcast with specific plans.
![Add podcasts to plans]()
**Option 3:** You can also configure this for each plan via *Revenue → All plans → Select a plan → Plan Settings.*
![Add podcast to an individual plan]()
We'll create secure RSS feeds for each member with an active subscription to a plan that has podcasts included.
## Create draft posts for new episodes
You'll probably want to notify your members whenever you publish a new episode. To make this easier, you can enable the **Create draft posts for new episodes** setting from the Podcast page.
When this setting is turned on, a new post will be drafted for each new episode published. You can then send these posts via email or publish them to your member website.
[Learn more about creating draft posts for new episodes.](/docs/podcasting/publishing/publish-podcast-episodes-as-posts/)
## Import past episodes
If your podcast already has published episodes, you can import them into Memberful. This will create a new post for each episode, as well as a page for the podcast itself.
[Learn more about importing past episodes.](/docs/podcasting/publishing/publish-podcast-episodes-as-posts/#import-past-episodes)
## Upload dynamic episodes
From the **dynamic episodes** section of the Podcast page, you can upload welcome and expiration episodes along with episode descriptions. The welcome message provides an opportunity to onboard new members, while the expiration message helps explain why a feed may have stopped updating and how to take action to fix it.
![Dynamic podcast episodes]()
[Learn more about dynamic episodes.](/docs/podcasting/publishing/dynamic-podcast-episodes)
## Subscribe to a podcast
We want it to be as easy as possible for your members to subscribe to your private podcasts. In addition to the RSS feed, [Memberful creates easy subscription links for the most popular podcast players on each platform.](/docs/member-interface/extras/faq-for-your-member-page/#which-podcast-players-work-with-my-private-feed) Not every podcast player lets members add private feeds to their library. For example, Stitcher doesn't allow this.
After a member purchases a plan that includes a podcast, they'll see the **Podcast Subscription** page. The podcast apps available to members will vary depending on their platform and whether video podcasts have been enabled in your settings. Only podcast players that support video will be displayed.
When a member is subscribing to a podcast on **iOS**, they will see the following options:
![Subscribing to a podcast on iOS]()
Tapping any of the listed applications will automatically take them into the app with their own secure feed pre-populated in the *Add feed* field.
When a member is subscribing to a podcast on **Android**, they will see the following options:
![Subscribing to a podcast on Android]()
Tapping any of the listed applications will automatically take them into the app where they can access their secure feed.
If a member purchases a subscription on a desktop computer, we make it as easy as possible to subscribe in their podcast player of choice. While there are two options for subscribing to the feed on their computer, we provide a way for them to subscribe on their phone from their desktop as well.
Select an app from the list, and we'll create a unique QR code that the member can scan with their phone's camera. Scanning the code will automatically take them into the selected app with their secure feed pre-populated in the *Add feed* field.
![Subscribing to a podcast on a desktop]()
While this subscription page can be shown within your checkout immediately after the transaction goes through, your members can also return to this page in their account at any time by logging in and clicking [**Podcasts.**](/docs/member-interface/subscription/access-member-benefits/#listen-to-private-podcasts)
If a member has access to multiple podcasts, you can deep-link directly to the subscription page for a specific podcast in their account by including the podcast's ID as a query string in the URL. For example: `https://ACCOUNT-URL.memberful.com/account/feeds?id=5555`
When a member's subscription lapses, their private feeds will stop updating. If they remain inaccessible for 3+ months, Pocket Casts, specifically, will stop trying to refresh them — even if the member re-subscribes. To fix this, the member will need to contact the Pocket Casts support team.
## Review redirect settings
To make it as easy as possible for your members to subscribe to your private podcasts, we recommend showing the podcast subscription page within the checkout as shown above. However, this means that if you have any automatic redirects set up for your plans, members will need to click **Continue to site** to get there.
This might cause issues with [affiliate tracking](/docs/discounts-and-gifting/affiliate-marketing/tapfiliate/) you have on your site, or you might want to create your own subscription page on your website, bypassing the subscription page in Memberful.
When you're creating or editing a plan, you'll see the following section to establish where to redirect after checkout. You can choose to redirect to the member benefits and content page, following your site-wide automatic redirect URL, or a custom redirect just for this plan.
If your plan includes a podcast, we recommend selecting **Yes, show benefits and content after checkout** to make it as easy as possible for your members to subscribe to your private podcasts.
![Setting the redirect settings for a plan]()
## Prevent unauthorized sharing
Because each of your members gets their own secure feed to your podcasts, you can mitigate unauthorized sharing of their feeds. If their subscription becomes inactive for any reason (e.g. expired card, no renewal payment) their feed will stop accessing your content.
If you find that a member's feed has been deliberately shared with unauthorized users, you can contact us at any time and we will deactivate the feed or replace it with a new one.
We also monitor access internally and can alert you if we suspect unauthorized access is being made to any of your secure feeds.
You can see the secure URL each member has access to by viewing their profile in the Memberful dashboard.
![Viewing a member's unique RSS feed]()
## Update a podcast
You can edit the name or origin URL of a podcast at any time. Since the RSS feed your members are subscribing to is controlled by Memberful, even when you update the origin URL their access will continue uninterrupted.
![Editing a podcast]()
## Integrate with our WordPress plugin
Memberful maintains a WordPress plugin that lets you protect content on your website and sync with your Memberful account. You can use shortcodes to create your own podcast subscription page on your website, link to the podcast subscription page in a member's account, or check for access to any specific podcast to customize which content they can see.
We've included a function for checking if the current signed-in member owns podcast feeds. You can use them in your WordPress theme template files: `has_memberful_feed( $id )`
If you pass this function an array of ids, the function will return true if the member owns **any** of the podcast feeds.
[Learn more about Memberful WordPress functions](/docs/wordpress-plugin/protect-content/wordpress-functions/) and [shortcodes](/docs/wordpress-plugin/protect-content/wordpress-shortcodes/).
## Access RSS feeds via the Memberful API
If you're building a custom application, you can use the [Memberful API](/docs/api-reference/memberful-api/) to get the unique RSS feed a member has access to.
# Submit a paid podcast to Spotify
Source: https://memberful.com/docs/podcasting/setup/submit-a-paid-podcast-to-spotify
Submit your Memberful paid podcast to Spotify so members can subscribe and listen to your secure, members-only feed directly inside the Spotify app.
In this help article, we'll guide you through the complete process of creating and managing a paid podcast on Spotify with Memberful, from initial setup to submission, accessing analytics, managing subscriptions, and optimizing your redirect settings.
## Create a podcast
To create a paid podcast in Memberful, go to *Content → Podcasts* and click **Create Podcast**. The first step is to enter the podcast's RSS feed URL. [Learn more about hosting your podcast.](/docs/podcasting/setup/create-a-paid-podcast/#create-an-unlisted-rss-feed-with-your-host)
![Add a new podcast]()
At this point, Memberful will validate the feed and check for any issues. If there are any problems, we'll let you know so you can fix them with your podcast host before continuing.
Next, give this podcast a name for your own reference. This will not be visible to your members.
![Podcast name]()
Go to the *Which plans should include this podcast?* section, and click **Select from your list of plans.**
![Add podcasts to plans]()
You can also add a podcast in the plan's settings via *Revenue → All plans → Select a plan → Plan Settings.*
![Add podcast to an individual plan]()
We'll create secure RSS feeds for each member with an active subscription to a plan that includes podcasts.
## Submit podcast to Spotify
Toggle on **Submit this podcast to Spotify.**
![Submit this podcast to Spotify]()
Spotify does not currently support video podcasts that are encrypted for members-only through Memberful.
The feed will then be submitted to Spotify, which will begin processing it. This process can take up to an hour.
![Processing Spotify feed]()
Podcasts on Spotify must include cover art, a description, and an iTunes author, otherwise they'll be rejected at this stage.
Once it's processed, you'll see a link to open the podcast in Spotify.
![Open in Spotify]()
At this point, your members will see the option to [subscribe to the podcast via Spotify.](#subscribe-to-a-paid-podcast-on-spotify)
Podcasts and their episodes are publicly searchable on Spotify, and the listings' metadata will be accessible to everyone. Make sure not to include any members-only info in the show notes because they'll be visible to everyone.
## Set up Synced Feeds
Spotify has a feature called "Synced Feeds" that allows both your public feed and your members-only feed to appear together in one place. Non-members will see all publicly available episodes, along with locked member-only episodes, and members will see the full range of your content: all exclusive episodes, bonus content, and any free episodes not duplicated in the members-only feed.
If a free episode appears in both feeds, Spotify will automatically pair them to prevent duplicates and show the correct version to listeners. For lower-confidence pairs, your review and approval are required before they're paired.
**Here's how to set it up:**
1. [Submit a paid podcast to Spotify](/docs/podcasting/setup/submit-a-paid-podcast-to-spotify/#submit-podcast-to-spotify) from your Memberful dashboard, then allow some time for Spotify to approve and process your submission.
2. Next, claim both your public and private podcasts in your Spotify account. Use the podcast RSS feed Memberful generates to [claim your private show in Spotify.](https://support.spotify.com/us/creators/article/claiming-your-podcast-on-spotify-for-creators/)
![Synced Feeds]()
3. In [Spotify for Creators](https://creators.spotify.com/), open your public podcast and go to *Episodes > Synced feeds > Learn more,* and follow the steps on screen to set up the synced feed.
4. Finally, [add a banner](https://support.spotify.com/ca-en/creators/article/linking-and-promoting-your-paid-podcast/) on your Spotify free show page to promote the paid version to your listeners.
## Consider your redirect settings
To make it as easy as possible for your members to subscribe to your private podcasts, we recommend showing the [podcast subscription page within the checkout.](#subscribe-to-a-paid-podcast-on-spotify) However, this means that if you have any automatic redirects set up for your plans, members will need to click **Continue to site** to get there.
This might cause issues with [affiliate tracking](/docs/discounts-and-gifting/affiliate-marketing/tapfiliate/) you have on your site, or you might want to create your own subscription page on your website, bypassing the subscription page in Memberful.
When you're creating or editing a plan, you'll see the following section to establish where to redirect after checkout. You can choose to redirect to the member benefits and content page, following your site-wide automatic redirect URL, or a custom redirect just for this plan.
If your plan includes a podcast, we recommend selecting **Yes, show benefits and content after checkout** to make it as easy as possible for your members to subscribe to your private podcasts.
![Setting the redirect settings an individual plan]()
## Subscribe to a paid podcast on Spotify
After you purchase a plan with a podcast included, you'll see the podcast subscription page. One of the options on this page will be Spotify.
![Subscribe to podcast]()
Members with an [All-Access Pass](/docs/member-management/payments-and-access/give-free-access/#comp-access-to-all-plans-and-downloads) can subscribe to the podcast on Spotify.
After selecting Spotify, you will be redirected to Spotify to log in, and the paid podcast will still be locked.
![Spotify login]()
You can either log in with your existing Spotify account or create a new one.
![Spotify account]()
Spotify will take you through a few confirmation pages and ask you to agree with their permissions.
![Subscribe to podcast permissions]()
After agreeing, you'll see your members-only podcast with a lock symbol, and will click it.
![Subscribe to podcast1]()
A pop-up will appear and you will click **Get access.**
![Subscribe to podcast2]()
You'll be redirected to a page that will sync your Memberful and Spotify account. Click **Link Account.**
![Subscribe to podcast3]()
You'll be redirected to a Memberful sign-in form if needed.
![Subscribe to podcast4]()
After sign-in, you'll be redirected to a Spotify page confirming access. You can click the link to get redirected to your Spotify account.
![Subscribe to podcast5]()
The Spotify paid podcast is now unlocked and you have access to the content.
![Subscribe to podcast6]()
If a subscription includes multiple podcasts that have been submitted to Spotify, this account linking process will grant you access to all of them.
### Can members link multiple accounts?
To prevent sharing, a Spotify account can't be linked to two Memberful member accounts (for the same site). Likewise, a Memberful account can't be linked to two Spotify accounts.
When a member has already linked a Spotify account and tries to connect a different account, they'll see an option to unlink the existing account and reconnect in Memberful.
![Unlink account]()
A Spotify account can only be linked to one Memberful account per site, and a Memberful account can only connect to one Spotify account.
If a member tries to connect a new Spotify account, they'll be prompted to unlink the existing one first.
If their Spotify account is already linked to a different Memberful account, they'll need to unlink it there before reconnecting. If a site admin deletes the duplicate Memberful account, the Spotify link is automatically removed.
### Do members have to repeat the process for every podcast?
Unlike with other podcast clients, members do not need to subscribe individually to each of your podcasts on Spotify. The account linking process will give them access to all the shows that have been submitted to Spotify and are included in their plan.
If you later submit another podcast to Spotify and include it in the same plan, the member will get access to it automatically.
### Testing the member's experience
To test the member's experience when subscribing to a paid podcast via Spotify, you can use a [test member account](/docs/overview/getting-started/make-test-purchases/) with access to a plan that includes the podcast. After you click the **Spotify** logo on the podcast subscription page, link your Spotify account to this test member account.
## Check member's connected Spotify account
Once a member has subscribed to a podcast via Spotify, you'll be able to see their Spotify username in your Memberful dashboard. Newer Spotify accounts aren't allowed to pick a username, so their username might show up as a random string of letters and numbers, which is okay.
![Check member's connected Spotify account]()
## Trial Spotify in test mode
You can trial Spotify while your site's in [test mode](/docs/account-management/modes/manage-your-account-in-test-mode/). Podcasts from a test site won't show up in Spotify search, but they'll go live automatically once your site does. Want to give Spotify a try before launching? for help.
# Customize your menu
Source: https://memberful.com/docs/website-builder/customization/customize-your-menu
Customize the navigation menu on your Memberful member website. Add pages, external links, and posts, and edit the label that appears for each item.
The navigation menu on your Memberful member website helps members find pages, posts, and other resources you've published. You can shape what appears in the menu and customize how each item is labeled.
In this help article, we'll show you how to add pages, external links, and post categories to the navigation, rename a link's label, and set a page as the homepage.
![Customize your menu]()
## Create a new page or link
To create a new page, post category link, or external link, go to the **Website** tab, click the **+** icon, and select the type of navigation item you'd like to create. [Learn more about creating pages](/docs/website-builder/pages/create-a-page/).
![Create a new page or link]()
## Add a post archive link
You can add a post archive link to your member website menu so members and visitors can view older posts from your site.
This link is separate from post category links. You can add a post archive link even if your site does not have any post categories.
![Add a post archive link]()
Go to **Website** and click the **+** icon.
Select **Post archive link**.
Enter the label you want to show in your navigation menu.
Toggle on *Make this my homepage* if you want the post archive to be the first page members see when they visit your member website.
Click **Create**.
## Check page permissions
If a page can only be accessed by certain members, you'll see a lock icon next to the navigation item. Hover your cursor over the page in the list and click the **gear** icon to learn more about its current permissions.
![Check page permissions]()
## Edit a navigation item
To edit a navigation item, go to the **Website** tab, hover your cursor over the page in the list and click the **gear** icon.
![Edit a navigation item]()
## Rename a link's label in the navigation
You can choose which label is used for the page or external link in the navigation. Go to the **Website** tab, hover your cursor over the page in the list, and click the **gear** icon, then enter your desired label under **Navigation label.**
![New navigation label for a link]()
## Set a page as homepage
You can pick one of your pages or posts to be the homepage of your member website. Go to the **Website** tab, hover your cursor over the page in the list and click the **gear** icon, then click **Make this my homepage** to set it as the homepage.
![Make homepage]()
## Recover the built-in Posts feed page
Memberful will automatically add a default *Posts* page to your navigation which displays a feed of your posts.
If you accidentally deleted this built-in *Posts* page, you can recover it by creating a new post.
![New Post]()
# Manage post comments and likes
Source: https://memberful.com/docs/website-builder/customization/manage-post-comments-and-likes
Enable comments and likes on Memberful posts to build community. Manage moderation, allow replies, and let members react to the content you publish.
Comments and likes on Memberful posts give members a way to engage with your content and with each other. You control which posts allow comments, how members are notified, and how the comments section is moderated.
In this help article, we'll explore how to enable or disable comments, how members can see and publish comments, how members can get notified of future comments, and how you can moderate your comments section.
![Comments & likes section]()
## Enable comments and likes on all posts
Comments and likes are enabled by default on all new posts. You can also enable or hide comments and likes on all existing and future posts at once by going to *Content → Posts → More actions* and toggling **Allow Comments & Likes**.
![Allow comments & likes for all posts]()
## Enable comments and likes on an individual post
To enable or hide comments and likes on an individual post, go to the post, click **Settings**, then use the **Comments & likes** dropdown menu to make them *Enabled, Hidden or Locked (read-only)*.
![Enable or hide comments & likes on an individual post]()
## Prevent future comments by locking them
To prevent future comments on a post and continue to display previously published ones, edit the post and set **Comments & likes** as *Locked (read-only)*.
![Lock comments & likes]()
Members will be able to read existing comments, but they won't be able to write new comments or edit/delete their old ones. They won't be able to like or unlike the post, either.
![Locked comments & likes]()
## Where do comments and likes show up?
When comments are enabled, members will see comment and like (heart) counters in the list of posts.
![Comment and like counters in the list of posts]()
Members can open up the post to like it or comment on it.
![Commenting and liking]()
As a staff member or account owner, you can view the list of posts as a member would (showing comment and like counters) by going to *Content → Posts → More actions* and clicking **View posts**.
![View posts as an account owner or staff member]()
If you've set up a [custom domain](/docs/configuration/branding/set-up-a-custom-domain/), you might notice that the URL in your browser's address bar shows your old ACCOUNT-URL.memberful.com domain — Don't worry, this is only true when staff members or the account owner visit those pages. Your members will see your custom domain when looking at posts.
As a staff member or account owner, you can also track the overall engagement level of each post by going to *Content → Posts,* and reviewing the *Interactions* column.
![Track post engagement]()
## How do members comment and like a post?
When a member opens a post, they'll see a comment form and a list of comments below the post. They can comment on the post by filling out the form and clicking the **Reply** button.
![Post a new Comment]()
Members also see a comment and like (heart) counter at the bottom of the post. They can click the **heart icon** to like the post.
![Like a post]()
Members can also like a comment.
![Like a comment]()
## How members get notified of new comments
Members will engage more often if they feel like the community is alive. When they're viewing a post, we'll show a "new comment" button whenever there's a new comment they haven't seen yet. Clicking that button will load the new comment.
![Load new comment]()
Members can also choose to be notified of new likes on their comments if they have any posts open in the browser. This is disabled by default and not available on iOS and Chrome for Android, but can be enabled in the list of posts.
![Notify me of new likes]()
## Moderating comments
As a staff member or account owner, you can write your own comments to engage with other commenters.
You can also delete abusive comments by clicking the **options button** (three dots) on the right side of a comment and clicking **Delete**.
![Delete a comment]()
# Create a page
Source: https://memberful.com/docs/website-builder/pages/create-a-page
Create a public page on your Memberful member website to share information, offer free samples of members-only content, host videos, or invite new members.
View welcome page
View home page
View team page
Pages on your Memberful member website let you share information, host videos, and invite new members. You can build them from a set of blocks and choose who can view each block.
In this help article, we'll show you how to create and customize pages on your member website so you can shape the experience for visitors and members.
## Enable or disable the member website
Memberful includes a member website feature, which is optional. This website saves you from having to set up and operate a custom website on your own server, so you can get up and running within minutes.
Memberful's member website is enabled by default, but you can disable it by going to the **Website** tab, clicking the **gear** icon, and selecting **Hidden**.
![Hide member website]()
To enable the website again, go to the **Website** tab, click the **gear** icon, and select either **Public** or **Members-only**.
![Enable member website]()
## Create a new page
To create a new page, go to the **Website** tab, click the **plus** icon next to *Pages*, and click **Page**.
![Create a new page]()
Enter a navigation label and page URL, then click **Create**.
![Enter page label and URL]()
An empty content block is included by default. Click **Start typing...** to customize the content of your page.
![Start typing]()
## Add content to the page
Click the **plus** icon in the top right corner to add a new block to the page.
![Add block button]()
You can also hover your cursor over an existing block and click the **plus** icon at the bottom of it to add a new block below it.
![Add block below button]()
Choose the type of block you'd like to add. There are several types of blocks you can add to your page: Banner, Button, Columns, Content, Divider, Downloads, Image, Title, Video, Podcast banner, or Podcast episodes.
![Pick block type]()
To rearrange the order of your content blocks, click the block you want to move to select it, then click the **up** or **down** icons that appear in the top right corner of the block.
![Rearrange content blocks]()
To delete a content block, hover your cursor over the block you want to delete, then click the **trash can** button that appears in the top right corner of the block.
![Remove block]()
## Customize blocks
### Block spacing settings
Every block includes spacing controls that adjust the space around the block's content. Choose from four spacing options to create a tighter or more open page layout.
![Customize spacing]()
#### Banner block settings
Banner blocks may include a background image, a subheading, and a button, although only the title is required.
Banner blocks can have a background color or a background image. If you decide to add a background image, we recommend an image that is at least 1920px wide to ensure the best display quality.
You can optionally add a subtitle and a button to the banner. If you enable the banner's button, you can choose the button's color, shape (rounded or square), and the link or destination visitors go to when they click it, whether that's your [subscribe page](/docs/website-builder/pages/subscribe-page/) or a custom URL.
![Custom banner button URL]()
Click any of the labels in the preview area to edit them.
![Edit banner labels]()
#### Button block settings
Button blocks are simple buttons that can be linked to a URL.
You can choose a background color for your button block, as well as whether to align the button to the left or center.
You can choose the button's color, shape (rounded or square), and the link or destination visitors go to when they click it, whether that's your [subscribe page](/docs/website-builder/pages/subscribe-page/) or a custom URL.
![Button block settings]()
#### Columns block settings
Columns blocks allow you to show two columns of content side by side, whether it's two text columns, an image and text, or a title and text.
You can choose a background color for your columns block, as well as its layout. You can choose between two columns of text, an image and text, or a title and text.
When using two text columns, the Columns block doesn't create two separate text editors. Instead, it automatically styles your text into two columns once the content reaches a certain length.
![Columns block settings - Text only]()
If you choose an image and text layout, you can upload an image, choose its tint, and set its opacity. You can also choose whether the image should be aligned to the left or right.
![Columns block settings - Image and text]()
If you choose a title and text layout, you can choose whether the text should be aligned to the left or right.
![Columns block settings - Title and text]()
#### Content block settings
Content blocks let you add text to your page, and can also include images and videos.
Use the icons at the bottom of the block to format your content and add elements like links and images.
![Edit text block content]()
To add a background color, click the **gear** icon in the content block, then select a color or enter a hex color code.
![Content block background color setting]()
You can also drag and drop images from your computer into the content editor.
![Drag and drop images]()
Memberful automatically resizes images to fit the width of the content area.
If you'd like an image to appear smaller than the full width of the content editor, use your favorite image-editing app or a free online tool like [this one](https://onlinetools.com/image/pad-image) to add some margins to the left and right of the image before uploading it.
If you'd like to make the image cover the full width of the page, or if you'd like to use a different background color around it, [add an image block](#image-block-settings) to unlock further customization.
To turn an image into a clickable link, click the image in the editor, then click the **link** icon that appears on it.
![Link image]()
Memberful automatically uses the name of the image file as the caption. Click the caption to enter a custom one.
![Edit image caption]()
To embed a video, paste the URL of a video from YouTube or Vimeo into the content editor, and Memberful embeds it automatically. Only YouTube and Vimeo videos are supported at this time.
While you're in the editor, we'll display a thumbnail of your video as a placeholder, but it will be replaced with the actual embedded video when you publish the page or preview it by exiting the editor.
![Embed videos into pages]()
Memberful automatically resizes videos to fit the width of the content area. If you'd like to make the video cover the full width of the page, or if you'd like to use a different background color around it, [add a video block](#video-block-settings) to unlock further customization.
Additionally, you can configure who should be able to see this content, so you can display the content for members only. [Learn more about this setting](#select-who-can-see-a-content-block).
#### Divider block settings
Divider blocks are horizontal lines that can be used to separate content.
Divider blocks allow you to pick the style and color of the divider, as well as the background color of the block.
![Divider block settings]()
#### Downloads block settings
Downloads blocks let you display your downloads as a list on a page.
![Downloads block]()
Members can click the button next to each file to download it.
![Downloads list]()
#### Image block settings
Image blocks allow you to display an image in its own block, as opposed to within a content block. This allows you to give it more room and put a different background color behind it, or to expand it to cover the whole width of the page.
Click the image placeholder or drag and drop a JPEG or PNG file into it to upload your image.
![Upload image to image block]()
Memberful automatically uses the name of the image file as the caption. Click the caption to enter a custom one.
![Edit image caption]()
You can choose whether the image should be displayed at full width or within the confines of the main container (aligned with text content).
![Image block width example]()
You can also choose whether the image should be clickable and where it should link to, as well as the tint color and opacity of the image.
You can also choose a background color for the block (only visible if the image isn't full width).
![Image block settings]()
#### Title block settings
Title blocks allow you to add a headline to your page.
You can choose a background color for the block.
![Title block settings]()
#### Video block settings
Video blocks allow you to upload hosted videos or embed video URLs to display a video in its own block, as opposed to within a content block. This allows you to give it more room and put a different background color behind it, or to expand it to cover the whole width of the page.
![Add video block URL]()
You can choose whether the video should be displayed at full width or within the confines of the main container (aligned with text content).
You can also choose a background color for the block (only visible if the video isn't full width).
![Video block settings]()
#### Podcast banner block settings
Podcast banner blocks allow you to showcase a members-only podcast on your page.
Members see the podcast's title, cover art, description, and a button with a call to action.
![Podcast banner block]()
Once you select a podcast, the title and cover art are loaded from the RSS feed and cannot be edited. The description is also fetched from the RSS feed but it can be edited.
You can choose the button's label, color and shape (rounded or square), in addition to the link or destination visitors go to when they click it, whether that's your [subscribe page](/docs/website-builder/pages/subscribe-page/) or a custom URL. You can also choose a background color for the block.
![Podcast banner block settings]()
#### Podcast episodes block settings
The podcast episodes block allows you to display a list of podcast episodes on your page.
![Podcast episodes block]()
Once you select a podcast, Memberful displays a list of episodes, each with its own cover art if it exists, or the podcast's cover art if it doesn't. The episode's title, description, and duration (if available) are also displayed. The "view all" link takes the member to an archive page that lists the podcast's episodes.
Episodes are also posts, and if the post is assigned to a category, we'll display a link to the category as well.
The only setting for this block is the selection of which podcast to display.
## Upload videos to a page
You can upload video files via video blocks or drag and drop video files into your page for *paid members*. When creating your video files we recommend following our [video processing guidelines](/docs/website-builder/video-content/video-processing) to ensure ideal streaming.
To upload your video, go to your page, [add content to your page](/docs/website-builder/pages/create-a-page/#add-content-to-the-page) and click the **Video** block icon:
![Video block icon]()
**Drag and drop** your video or click **Browse your files** to select the video file to upload:
![Video drag and drop]()
A progress bar keeps you informed as your video uploads and processes. If a post is saved while the video is still processing, the video will only be visible on the website after the processing is complete.
[Learn more](/docs/website-builder/video-content/video-processing#review-available-processing-messages) about the video upload messages available.
![Video progress bar]()
Memberful Video gives you plenty of room to share your content: Up to 30 minutes per video on pages using website blocks. You also have an upload limit of 20 hours in any given month.
If you'd like to offer videos to *free* or *inactive members*, you can paste a YouTube or Vimeo video URL into the content editor of a video block.
[Learn more](/docs/website-builder/video-content/restrict-access-to-video-content/#choose-a-video-hosting-platform-for-a-wordpress-site) about using Vimeo or YouTube.
![Embed YouTube or Vimeo link into posts]()
If you run into errors, [learn more](/docs/website-builder/video-content/video-processing#troubleshooting-video-files) about troubleshooting videos.
## Select who can see a content block
You can choose who can see individual content blocks on your page.
To do so, click the **gear** icon in the top-right corner of the content block you want to configure. Then, select the appropriate option under *Who can read this content?*
![Block audience]()
A content block on your page can be made available to everyone (including non-members), active members on *all* plans, or only to active members on *select* plans. However, a page with uploaded video can only be made available to paid members on *all* plans or *select* plans.
When you choose to target only members on select plans, you can choose which plans should be included.
![Block audience — select plans]()
If your content block is set to be visible only to active members, you can choose whether to show a paywall or hide the content.
![Show paywall button]()
Here's what a paywall looks like:
![Paywall example]()
If you choose to show a paywall, you can choose whether to show a short excerpt of the content block, before fading out into a paywall.
![Show excerpt button]()
Here's what a paywall with an excerpt looks like:
![Excerpt example]()
## Select who can see this page in the navigation
In addition to choosing who can view the content blocks on your page, you can choose who can see links to your page in their navigation: everyone (including non-members), or members only (free and paid).
To choose who can see your page in their navigation, click the **gear** icon in the top-right corner of the page editor or hover your cursor over the page in the list of pages and click the **gear** icon. Then, select the appropriate option under *Who can see this page?*
![Page navigation audience target]()
## Preview the page
Memberful shows a live preview of what the page will look like to your members. To see a more accurate preview of your page, exit the editor. The non-editable preview shows embedded videos and other elements that might not be accurately depicted while editing.
Keep in mind that the preview doesn't work exactly like your live member website, as the navigation elements won't be clickable, and the paywall inviting non-members to subscribe won't be displayed.
## Choose a navigation label
To choose a navigation label for your page, click the **gear** icon in the top-right corner of the page editor or hover your cursor over the page in the list of pages and click the **gear** icon. Then, enter the desired label under *Navigation label*.
![Navigation label]()
If you later make this page your homepage, the navigation label is also used in the member account area menu.
![Navigation label in member account area]()
## Edit the page URL
Memberful automatically generates a URL for your page based on the navigation label. You can specify a custom URL instead.
To do so, click the **gear** icon in the top-right corner of the page editor or hover your cursor over the page in the list of pages and click the **gear** icon. Then, enter the desired URL under *Page URL*.
![Edit page URL]()
Keep in mind that this only determines what comes after your Memberful website's domain name and the /pages/ subdirectory. For example, if your Memberful website is `https://hipbean.memberful.com`, and you enter `coffee-beans` as the page URL, the full URL for the page will be `https://hipbean.memberful.com/pages/coffee-beans`.
## Publish the page
While you're working on your page, you can save the current draft by clicking the **Save draft** button in the top-left corner of the page editor.
![Save draft]()
When you're ready to publish your page, click the **Publish** button in the top-left corner of the page editor.
![Publish page]()
Alternatively, you can publish it via the page's settings. Click the **gear** icon in the top-right corner of the page editor or hover your cursor over the page in the list of pages and click the **gear** icon. Then, toggle on *Publish this page*. If you later want to unpublish the page, you can toggle off this option.
![Publish page via page settings]()
## View a published page
Once you've published a page and [enabled the member website](#enable-or-disable-the-member-website), you can view it on the live website by clicking the **arrow** icon in the top-right corner of the page editor.
![View page]()
# Manage pages
Source: https://memberful.com/docs/website-builder/pages/manage-pages
Edit, reorder, unlist, or delete pages on your Memberful member website, and control how each one appears in your site's navigation menu.
Once you've created pages on your Memberful member website, you may need to update their content, change how they appear in the navigation, or remove ones you no longer need.
In this help article, we'll explore how to edit a page's content with the editor, rearrange the order of pages in the navigation menu, and delete pages you no longer need.
## View a page or draft
When you create a page but choose not to publish it right away, it will show up in the list of pages with a faded gray font color.
![Unpublished page]()
Once you've published a page, its font color will change to black.
![Published page]()
## Publish a page without adding it to your navigation
Set a page to *Unlisted* when you want it to remain live without displaying it in your member website's navigation menu. Anyone with the page URL can access and share it.
Open the page settings, select **Unlisted**, and click **Save changes**. Click **Copy** under *Share* to copy the page URL, then add it to an email, external website, or direct message.
![Page Settings Unlisted]()
## Edit a page or navigation item
To edit a page, click it in the list of pages, then click **Edit page**.
![Edit Pages]()
To edit a post category link or external link, hover your cursor over it in the list of pages, then click the **gear** icon.
![Open page settings]()
To edit a navigation label or page URL, hover your cursor over the page in the list and click the **gear** icon.
![Edit navigation links]()
## Delete a page
To delete a page, hover your cursor over it in the list of pages, click the **gear** icon, then click **Delete**. Alternatively, while editing the page you can click the **gear** icon in the top-right corner of the editor and click **Delete**.
This action is not recoverable.
![Delete page]()
## View your site
To view your site, go to the **Website** tab or the page editor, then click the **arrow** icon in the top-right corner of the page preview area or page editor.
![View your site]()
## Rearrange your page order
To rearrange the order of pages in your site's navigation, go to the **Website** tab and hover over a page in the list. Click and drag the **two-line** icon to move the page to the desired location.
![Rearrange Pages]()
# Custom subscription page
Source: https://memberful.com/docs/website-builder/pages/subscribe-page
Create a Memberful-hosted subscribe page to sell your plans when you don't have your own website or can't add a sales page to your existing site.
Memberful’s hosted subscription page gives you a ready-made sales page for your plans. You can use it when you do not have your own website or cannot add a sales page to your existing site.
In this help article, we'll create and customize a subscription page, add plans and other signup options, and manage its display settings.
View example subscription page
View example subscription page
View example subscription page
## Before you begin
Create at least one membership plan before setting up your subscription page. In the Memberful dashboard, go to **Revenue → All plans** and click **New plan**.
For full setup guidance, see [Create a plan](/docs/plans/individual-plans/create-a-plan).
![Create a new membership plan]()
You can also let visitors register without purchasing a paid subscription. Go to **Website → Free registration** and toggle on *Allow free registration*.
To learn more, see [Allow free registration](/docs/plans/individual-plans/free-registration/).
![Enable free registration]()
Your page background color, button color, and logo are inherited from your Memberful branding settings. To update them, see [Customize your branding](/docs/configuration/branding/branding/).
## Enable and edit your subscription page
Go to **Website**, hover over **Subscribe**, and click the **gear** icon.
Toggle on *Enable your subscribe page*, then click **Save**.
![Enable the hosted subscription page]()
Go to **Website → Subscribe** and click **Edit page**.
![Open the subscription page editor]()
Enter a title and optional description. Use the rich-text controls to add bold text, italics, strikethroughs, and links.
![Edit the subscription page title and description]()
## Add subscription page items
You can add membership plans, standalone downloads, and free registration as selectable items.
While you can add as many items as needed, we recommend showing no more than four so visitors can scan and compare their options more easily.
Click **New subscribe page item**.
![Add a new subscription page item]()
Select a plan, standalone download, or free registration option, then click **Add to page**.
![Select an item to add to the subscription page]()
Click the item’s display name, description, or button label to edit it.
Use the description to explain the benefits members receive or help visitors compare your available options. You can add bold text, italics, strikethroughs, links, and bulleted or numbered lists.
![Customize a subscription page item]()
## Show gift buttons
You can add a gift button below the subscribe button for each plan that supports gifts.
Go to **Website**, hover over **Subscribe**, and click the **gear** icon.
Toggle on *Show gift buttons*, then click **Save**.
![Enable gift buttons on the subscription page]()
Go to **Website → Subscribe** and click **Edit page**. Click the gift button below an eligible plan, enter the button label you want to display, then save your changes.
![Customize a gift button label]()
Only plans that support gifts display a gift button. Plans that are not eligible for gifting will continue to show only their purchase button.
## Reorder subscription page items
On a desktop device, hover over an item and drag the bar that appears above it.
![Reorder subscription page items on desktop]()
On a mobile or touch-based device, use the up and down arrows to change an item’s position.
![Reorder subscription page items on mobile]()
## Add supporting content
Below your subscription options, you can add content such as:
* frequently asked questions
* member testimonials
* contact information
* additional details about your membership
![Add supporting content below the subscription options]()
Every subscription page includes a link members can use to log in to their account.
Social media links configured for your member website also appear in the page footer. To learn more, see [Add social media links](/docs/website-builder/settings/member-website-settings/#add-social-media-links).
## Enable or disable your subscription page
Go to **Website**, hover over **Subscribe**, and click the **gear** icon. Toggle *Enable your subscribe page* on or off, then click **Save**.
When enabled, the page is available at:
```text theme={null}
https://ACCOUNT-URL.memberful.com/join
```
Replace `ACCOUNT-URL` with your Memberful account URL.
When disabled, visitors cannot access the page. You can use this setting to temporarily hide it while making changes.
![Enable or disable the hosted subscription page]()
Go to **Website → Subscribe** at any time to preview the page on different screen sizes.
![Preview the subscription page across different devices]()
## Set the subscription page as your welcome page
You can show the subscription page before visitors enter the rest of your member website.
Go to **Website**, hover over **Subscribe**, and click the **gear** icon. Toggle on *Make it your welcome page*, then click **Save**.
![Set the subscription page as the welcome page]()
When this setting is enabled, the page includes a **Skip to preview** link that visitors can use to continue to your website.
![Skip the subscription page and preview the website]()
Memberful remembers that a visitor skipped the page for 30 days. During that period, returning visitors are automatically sent to the rest of your website.
## Show or hide included podcasts
Your subscription page can display thumbnails for podcasts included with each plan. Memberful loads the thumbnails automatically from each podcast’s RSS feed.
![Podcast thumbnails displayed on a subscription page]()
Go to **Website**, hover over **Subscribe**, and click the **gear** icon. Toggle on *Show podcasts*, then click **Save**.
![Enable podcast thumbnails on the subscription page]()
# Member website settings
Source: https://memberful.com/docs/website-builder/settings/member-website-settings
Review the global settings for your member website, including visibility, site name, account URL, branding, announcements, and content access.
Memberful includes a member website feature, which is optional. This website saves you from having to set up and operate a custom website on your own server, so you can get up and running within minutes. Here are some examples:
* [Caffeinated Insights](https://caffeinatedinsights.memberful.com/)
* [The Echo Chamber](https://theechochamber.memberful.com/)
* [Olive & Thyme](https://oliveandthyme.memberful.com/)
In this help article, we'll show you how to manage your member website settings, including visibility, your website name and account URL, branding, announcements, and content access.
Memberful's member website is enabled by default, but you can disable it by going to the **Website** tab, clicking the **gear** icon, and selecting **Hidden**.
![Hide Member Website]()
To enable the website again, go to the **Website** tab, click the **gear** icon, and select either **Public** or **Members-only**.
![Public Visibility Setting]()
## Make your pages and posts public or members-only
You can make your website publicly available to everyone while keeping certain protected content behind a paywall. You can also make your entire site members-only, so only active members can access it.
To set the visibility of your website, go to the **Website** tab, click the **gear** icon, and select either **Public** or **Members-only**.
![Members Only]()
### Public pages and posts
If you set your pages and posts as public, visitors see pages and posts that have not been restricted to free or paid members.
If a page or post has been restricted to members only, visitors who aren't members only see a preview of that page or post.
This preview is often referred to as "teaser text." Teaser text lets visitors see a portion of a restricted page or post, while the rest of it is protected for members only. It's great for enticing visitors to become members.
![Teaser text]()
You can also require visitors to create a free member account to read free posts.
Search engines can index all *public* Memberful websites. Search engines like Google can see any public pages and posts on your website. Restricted members-only content blocks inside those pages are not available to search engines.
### Members-only site
If you set your site as members-only, only active members can see posts and pages. If a visitor or inactive member lands on a protected page or post, they'll be prompted to sign in to the site.
![Members Only]()
Keep in mind that posts, pages, and content blocks can always be restricted to specific plans. Visitors and members on other plans see a locked version. [Restrict content for specific plans](/docs/website-builder/pages/create-a-page#select-who-can-see-a-content-block).
## Choose your website name and account URL
To configure your website's name and account URL, go to **Website → General settings → General settings** from your Memberful dashboard. Learn more about the implications of changing your [website name and account URL](/docs/account-management/account-settings/update-your-site-and-account-settings/).
![Website name and account URL]()
## Choose your subscribe button label
You can choose the label used on the join buttons throughout your member website.
Go to **Website** → **Branding**. From the *Subscribe button label* dropdown, select **Subscribe**, **Join**, **Donate**, **Support**, or **Become a Member**, then click **Save**.
![Choose a subscribe button label]()
The label you choose appears on the join button in your member website header, footer, and paywall.
![Subscribe button label displayed on the member website]()
## Customize your subscribe page
You can [create a customized subscribe page](/docs/website-builder/pages/subscribe-page/) hosted by Memberful, which showcases your membership plans.
Go to the **Website** tab and click the **gear** icon next to *Subscribe*, then toggle on *Enable your subscribe page* to enable this page.
![Enable subscribe page]()
You can also toggle on *Make it your welcome page* to use your subscribe page as the first page that new visitors see when they access your website.
To edit your subscribe page, go to **Website → Subscribe** and click the **Edit page** button.
![Subscribe Page Edit]()
## Add an announcement banner
Add an announcement banner to the top of every page and post on your member website. Use it to share an update, promote new content, or direct visitors and members to another page.
Go to **Website → Announcement**.
Toggle on *Show announcement*.
Enter a message of up to 200 characters.
Add an optional link and choose the banner's background color.
Click **Save**.
![Announcement Banner]()
## Display terms of service and privacy policy
You can link to your terms of service and privacy policy pages in your Memberful website. Learn more about [how Memberful displays your terms of service and privacy policy](/docs/configuration/feedback-and-policies/display-tos-and-privacy-policy/).
To configure your terms of service and privacy policy, go to **Website → General settings → Policy settings** from your Memberful dashboard.
![Tos Privacy Policy Customize Form]()
## Add social media links
Go to **Website → General settings → Social profiles** to add social media links to your site. This is an optional setting, but recommended since it's an easy way to get your site visitors to follow, like, and share your content.
![Social Profiles]()
The links appear at the bottom of your member website's pages.
![Social media links displayed on member website pages]()
# Restrict access to video content
Source: https://memberful.com/docs/website-builder/video-content/restrict-access-to-video-content
Restrict access to videos in Memberful so only paid members can watch. Use this to share members-only video content, courses, and exclusive interviews.
You can embed a video into a WordPress post — or a post on your Memberful member website — and protect that embedded video for members only.
In this help article, we'll explore how to pair Memberful with video platforms (like our hosted feature, Vimeo, Wistia, or YouTube) to share exclusive videos with your members.
## Choose a video hosting platform for a WordPress site
A video hosting platform is the home for all your bandwidth-intensive videos. [Wistia](https://wistia.com/) and [Vimeo](https://vimeo.com/) ([Vimeo PRO](https://vimeo.com/pro) or [Vimeo Business](https://vimeo.com/business)) are two great options. Both platforms offer plenty of customization options, HD videos, and reliable playback. They also provide you with the option to restrict video embedding to specific websites. You can also check out [Streamable](https://streamable.com), [Cloudflare Stream](https://www.cloudflare.com/en-ca/products/cloudflare-stream/), [SproutVideo](https://sproutvideo.com), and [Vidyard](https://www.vidyard.com).
If you can't commit to a paid hosting platform, you can create and embed unlisted YouTube videos on your site. However, keep in mind that this option makes it possible for [non-members to discover your videos.](https://support.google.com/youtube/answer/157177?hl=en\&co=GENIE.Platform%3DDesktop#zippy=%2Cunlisted-videos)
**Follow these steps to get started with SproutVideo:**
1. Upload your videos to your SproutVideo account.
2. Customize your video player and embed codes.
3. **Important:** Configure your privacy settings and set allowed domains to restrict access.
**Follow these steps to get started with Wistia:**
1. Upload your videos to your Wistia account.
2. Configure your Wistia account and customize your video player.
3. **Important:** Enable domain restrictions.
**Follow these steps to get started with Vimeo:**
1. Upload your videos to your Vimeo account.
2. Customize your Vimeo video player.
3. **Important:** Configure your Vimeo privacy settings and be sure to enable the *Only on sites I choose* embedding option.
Step 3 is important because it restricts the embedding of your videos to your domain. This ensures your members-only videos stay private.
## Embed videos on protected WordPress posts
We recommend that you **embed** each video in a new WordPress post. Then, [protect each post](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/) using the Memberful WordPress plugin.
![Protect WordPress video content]()
## Embed videos on your member website
Memberful lets you [create a simple website](/docs/overview/setup-guides/hosted-member-site) with members-only posts and public pages. To add video content, you can either embed a video from Vimeo or YouTube, or upload a video file to your site. You can upload videos to posts for paid members, or to pages that everyone can view. If you're uploading files, follow our [video processing guidelines](/docs/website-builder/video-content/video-processing) for the best streaming experience.
Uploaded videos can be up to **2 hours** long in posts. Videos added to pages using website blocks can be up to **30 minutes**. Across both, your total monthly upload limit is **20 hours**.
[Read more about uploading videos to posts](/docs/newsletters/hosted-newsletter/create-a-post/#upload-videos-to-a-post) or [pages](/docs/website-builder/pages/create-a-page/#upload-videos-to-a-page).
# Video processing
Source: https://memberful.com/docs/website-builder/video-content/video-processing
Use Memberful Video to host and embed videos directly in your posts or pages on the member website, making video content accessible only to paid members.
Memberful Video lets you host and embed videos directly in your posts and pages on the member website. Preparing your files with the right settings helps them process faster and stream smoothly for your members.
In this help article, we'll cover the recommended video specs, review the processing messages you may see during upload, explain how to add captions, and walk through troubleshooting common upload issues.
## Prepare your video files
Prepare your videos for faster processing and smooth streaming on your member website. While 1080p resolution helps, other factors are just as important. Videos outside standard specs may take longer to process, so follow these tips to save time and ensure good playback.
Here are the recommended settings for your 1080p video files:
1. **Resolution**: Up to 1080p (1920x1080).
2. **Video Codec**: Use H.264, a common and highly compatible format.
3. **Keyframe Interval**: Keep keyframes spaced less than 20 seconds apart.
4. **Bitrate**: 8 Mbps or less. Higher bitrates may slow processing.
5. **Frame Rate**: Between 5 and 120 frames per second (fps). Rates outside this range will be adjusted to 30 fps.
6. **Audio Codec**: Use AAC, the most widely supported audio format.
We support video files up to 1080p.
## (Optional) Review additional video processing tips
* If you don't know about codecs, bitrate, or frame rates, don't worry. Many video editing tools from platforms like Adobe Premiere Pro or iMovie have presets for "H.264" or "Web-optimized" exports.
* Still need help? Look for the option to export your video for platforms like YouTube—it usually meets these standards.
Video length cannot exceed 30 minutes in pages or 2 hours in posts. Videos uploaded to posts have an upload limit of 20 hours in any given month.
## Review available processing messages
After uploading your video to a post, a processing message will display with 3 possible updates.
A standard video file that meets all optimal upload parameters:
![Standard processing time]()
A non-standard video file with one suboptimal upload parameter:
![Non-standard processing time one issue]()
A non-standard video file with multiple suboptimal upload parameters:
![Non-standard processing time multiple issues]()
To ensure your video upload completes successfully, click [Save draft](/docs/newsletters/hosted-newsletter/create-a-post/#save-a-draft) before navigating away from your post while the video is processing. Closing the tab or window without saving may result in a failed upload.
By following these steps, you'll ensure faster processing and a better experience for your audience.
## Add video captions
Add subtitles to your videos to reach a wider, more inclusive audience. After a video is successfully processed, click the **Subtitle** button.
![Subtitle button]()
Click **Add a new language**.
![Add subtitle button]()
You can either upload your own subtitle file (.srt or .vtt) or ask for an automatic transcription that's processed in the video's spoken language.
To generate a transcription, you have to select a supported language and check the **Same as original audio** checkbox.
![New subtitle]()
You can request an automatic transcription up to 7 days after uploading the video.
You can download your files, which is especially useful for the automatic transcription if you want to fix any issues.
![Download subtitle]()
Subtitles will appear in the video player when you click the **CC** button and select a language.
![Player subtitle]()
## Troubleshooting video files
### Why didn't my video send?
If you click "Publish" or "Update" while a video is processing, the behavior varies:
* Website updates: The video will appear once processing completes.
* Email updates: The email will send only after the video successfully processes. If processing fails, you will receive a notification email.
### Memberful video troubleshooting
If you run into issues uploading your video file, review your processing message, resolve the incorrect parameter, and reload the file.
# Integrate with LearnDash
Source: https://memberful.com/docs/wordpress-plugin/course-builders/integrate-with-learndash
Integrate Memberful with the LearnDash WordPress plugin to sell access to your courses and let members enroll automatically when they subscribe to a plan.
[LearnDash](https://www.learndash.com/) is a learning management system (LMS) plugin for WordPress that makes it easy to create online courses. Memberful has built-in support for LearnDash.
In this help article, we'll show you how to install and activate LearnDash, how to use the Course Builder feature, and how to protect your course so only members can access it.
## Install and activate LearnDash
[Install LearnDash and activate your plugin](https://learndash.com/). Once you activate the LearnDash plugin, you'll see a new option appear in the WordPress dashboard. Click **LearnDash LMS** to access the LearnDash menu.
![LearnDash sidebar]()
You will use the **Memberful access restriction settings**, instead of the settings within LearnDash, to restrict access to your course for members only.
## Course structure
LearnDash courses are made up of **lessons, topics, and quizzes.** Here's an example of a basic course outline:
*Course title: Baking 101*
*Lesson 1: Baking Basics*
* *Topic 1: Ingredients*
* *Topic 2: Baking utensils*
* *Topic 3: Measurements*
* *Quiz: Baking Basics*
## Create a course
1. Under the Courses tab, click **Add New.** Enter a course title and description, and set the Access Mode to **Open** via the [Settings tab.](https://www.learndash.com/support/docs/core/courses/course-access/)
Drip-feed requires the student to have enrolled into the course, but *Open* courses skip over enrollment. If you're planning to use the drip-feed functionality in LearnDash, your course should be set to *Free*, not *Open*. Your members will have to go through the additional step of enrolling in the course.
2. Go to the Builder tab and build your course outline (e.g. lessons, topics, and quizzes).
![Build a course]()
### Add lesson content
1. From the LearnDash menu, go to *Lessons* and select a **lesson.**
2. Add some introductory information about the lesson in the WordPress editor. You can also use LearnDash shortcodes to add additional information to any course, lesson, or quiz.
### Add topic content
1. From the LearnDash menu, go to *Topics* and select a **topic.**
2. Add your text, media, and / or video embed code in the WordPress text editor.
### Add quiz questions
1. From the LearnDash menu, go to *Quizzes* and select a **quiz.**
2. Configure the quiz settings and enter your quiz questions.
## Protect your course for members only
Now that your course is built, you need to restrict access for members only.
1. Go to your course from the LearnDash menu and scroll to the bottom of the page to access the **Memberful: Restrict Access** meta box.
2. Select [a plan or plans](/docs/plans/individual-plans/create-a-plan/) to [define which members can access the course.](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/)
![LearnDash course builder]()
The content to the right of the *Who has access?* settings is shown to anyone without access. This is where you should add your [purchase link](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/) and marketing content.
Here's what members of our example course will see once they purchase a plan to access our course:
![End user course]()
# Integrate with Sensei
Source: https://memberful.com/docs/wordpress-plugin/course-builders/integrate-with-sensei
Sensei is a learning management system (LMS) plugin for WordPress that makes it easy to create online courses. Memberful has built-in support for Sensei.
In this help article, we'll show you how to install and activate Sensei, and how to protect your course for members only using the Memberful WP plugin.
## Install and activate Sensei
[Install Sensei and activate the plugin](https://docs.woocommerce.com/document/installing-sensei/). Once you activate the Sensei plugin, you'll see a new option appear in your WordPress dashboard.
![Sensei sidebar]()
Click **Sensei** to access the Sensei settings and LMS.
![Sensei LMS]()
You will use the **Memberful access restriction settings** to restrict access to your course for members only instead of the WooCommerce integration.
## Create a course
Sensei courses are made up of **Modules, Lessons, and Quizzes.** Modules allow you to group lessons, but contain no content. Here's an example of a basic course hierarchy:
*Course title: Coffee 101*
*Module 1: Coffee Basics*
* *Lesson 1: Beans*
* *Quiz: Beans*
* *Lesson 2: Roasting*
* *Quiz: Roasting*
* *Lesson 3: Sugar*
* *Quiz: Sugar*
[Create a course with Sensei.](https://senseilms.com/docs/)
## Protect your course for members only
Once you've built your course, you can protect it for members only.
1. Go to your course from the WordPress dashboard and scroll to the bottom of the page to access the **Memberful Restrict Access** meta box.
2. Select [a plan or plans](/docs/plans/individual-plans/create-a-plan/) to [define which members can access the course.](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/) Repeat this step for each lesson in your course.
![Sensei restrict access]()
The content to the right of the *Who has access* section is shown to anyone without access. This is where you should add your [plan purchase link](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/) and marketing content, or a note that lets non-members know that this can only be accessed by paying members.
[See Sensei's course showcase for inspiration.](https://senseilms.com/showcase/)
# Bulk restrict access
Source: https://memberful.com/docs/wordpress-plugin/protect-content/bulk-restrict-access
Use the bulk restrict access tool in the Memberful WordPress plugin to apply your member access settings across many posts and pages in a single action.
The Bulk Restrict Access tool allows you to apply restrictions to all pages, all posts, or all posts from a specific category in one action. This is a one-time application of settings and will overwrite existing restrictions.
In this help article, we'll cover your options for restricting content and using the bulk restrict access tool.
## Use the bulk restrict access tool
1. In your WordPress dashboard, go to *Settings → Memberful → Bulk restrict access tool*. You must have at least **one published post** in a category for that category to appear in the bulk restrict options.
2. Choose which content to restrict:
* All pages and posts
* All pages
* All posts
* All posts from one or more categories
![Bulk restrict access]()
3. In the *Who has access?* section, select the plan(s) (which control access/benefits) or member segments that should have access.
![Bulk restrict access who]()
4. Click **Bulk apply restrict access settings.**
![Bulk restrict access button]()
Bulk restrictions overwrite any individual restrictions you previously set on posts or pages.
## Reverse a bulk restrict action
To undo or change a bulk restriction:
1. Go to *Settings → Memberful → Bulk restrict access tool.*
2. In *Who has access?*, uncheck the plan(s) or member segment(s) previously applied.
3. Select the content type to unrestrict:
* All pages and posts
* All pages
* All posts
* All posts from a specific category
4. Click **Bulk apply restrict access settings.**
5. To unprotect all content, uncheck all plans/segments in *Who has access?*, select your content type, and click **Bulk apply restrict access settings.**
# Control block visibility in the WP block editor
Source: https://memberful.com/docs/wordpress-plugin/protect-content/control-block-visibility
Control block visibility in the WordPress block editor with Memberful. Show or hide individual blocks based on a visitor's login status or membership plan.
Block visibility controls let you decide exactly who can see specific content within a post or page when using the WordPress block editor. This makes it easier to tailor content for members, non-members, or specific membership plans without restricting the entire page.
In this help article, we'll walk through where to find block visibility settings, explain each visibility option, and cover important limitations and edge cases to be aware of.
## Where to find block visibility settings
Block visibility settings are available for individual blocks in the WordPress block editor.
![Access visibility settings]()
To access them:
1. Select a block in the editor.
2. Open the block's settings sidebar.
3. Expand the **Memberful Visibility** panel.
![Show content to]()
## Choose who can see a block
Under **SHOW CONTENT TO**, choose one of the following options.
### All users (Default)
The block is visible to everyone, whether they are logged in or logged out. No visibility rules are applied.
![All logged-in members]()
### All logged-in members
The block is visible only to members who are signed in to your site.
* Logged-in members can see the block.
* Logged-out visitors cannot see the block.
If a visitor does not meet the condition, the block is not rendered on the page at all.
![All logged-in members]()
### Specific membership plan
The block is visible only to members with an active subscription to at least one selected plan.
1. Choose **Specific membership plan** from the dropdown menu.
2. Then select one or more Memberful plans.
![Specific plans]()
**Important details:**
* If multiple plans are selected, the block is shown to members who own any one of those plans.
* You do not need to select every plan a member might have. One matching plan is enough.
* If no plans are selected, the block will not appear for anyone.
If you choose *Specific membership plan*, make sure to select at least one plan. Leaving all plans unchecked will prevent the block from displaying.
## Hide content instead of showing it
Below the visibility options, you can enable **Hide when the above conditions are met**.
When this toggle is on:
* The block is hidden from the selected audience.
* The block is shown to everyone else.
This is useful when you want to exclude a specific group, such as hiding a block from logged-in members while keeping it visible to visitors.
![Hide when conditions are met]()
## Editor limitations
Block visibility controls have the following limitations:
* They only work in the WordPress block editor.
* They do not apply to content created with the Classic Editor or other page builders.
# How to create a paywall with a clear call to action
Source: https://memberful.com/docs/wordpress-plugin/protect-content/create-a-paywall-with-a-clear-call-to-action
Set up a paywall on your WordPress site that clearly guides visitors to subscribe or sign in. Customize the message and call to action to convert more members.
In this help article, we provide a paywall template that you can customize and add to your WordPress site. Compatibility with various WordPress themes, page builders, or plugins may vary, so it's essential to test it thoroughly on your site.
![Marketing content]()
When you protect content like videos and articles with the Memberful WordPress plugin, you have the opportunity to [show marketing content or teaser text](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/#review-your-options-for-adding-marketing-content) to site visitors. The goal of the text should be to prompt visitors to sign up for your membership.
In this article, we provide a paywall call to action template that you can customize and add to your WordPress site.
Compatibility with various WordPress themes, page builders, or plugins may vary, so it's essential to test it thoroughly on your site.
## Add HTML to the Global marketing content meta box
![HTML]()
The following HTML code describes the elements that make up your paywall. It will prompt visitors to sign up for your membership and members to sign in.
1. Go to *Settings → Memberful → Global marketing content* in your WordPress dashboard.
2. Add the HTML (below) to the **Text** tab of the marketing content meta box.
3. Replace `WWW.YOURSITE.COM/subscribe` with your membership sales page and `WWW.YOURSITE.COM` with your actual website URL.
4. Click **Save changes.**
```html theme={null}
To continue reading...
Subscribe and get unlimited access to articles and more:
Subscribe
Already a subscriber? Log in here.
```
## Add CSS to your site
![CSS]()
Now we'll add CSS code which describes how your paywall should look. Where you add CSS is different for every site builder.
1. See this article for help with [adding custom CSS to your WordPress site](https://www.wpbeginner.com/plugins/how-to-easily-add-custom-css-to-your-wordpress-site/).
2. Add the CSS (below) to your WordPress site.
3. Edit the hex codes (i.e. colors) to fit with your site design. See [this resource](https://htmlcolorcodes.com/) if you need help finding hex codes that match your brand.
```css theme={null}
.paywall-container {
max-width: 800px;
margin: 100px auto;
padding: 20px;
text-align: center;
background-color: #fff;
border: 1px solid #E1E1E1;
box-shadow: 0px 4px 10px rgba(0, 0, 0, 0.1);
border-radius: 8px;
}
.paywall-container h1 {
font-size: 24px;
font-weight: bold;
color: #000000;
}
.paywall-container p {
font-size: 18px;
color: #000000;
margin: 20px 0;
}
.paywall-button {
display: inline-block;
width: 125px;
height: 50px;
font-size: 18px;
font-weight: bold;
color: #000000;
background-color: #F2BD13;
border: none;
border-radius: 5px;
text-decoration: none;
cursor: pointer;
transition: background-color 0.3s ease;
display: flex;
justify-content: center;
align-items: center;
margin: 0px auto;
}
.paywall-button:hover {
background-color: #000000;
}
.separator {
margin: 30px 0;
border-top: 1px solid #E1E1E1;
}
.subscriber-link {
font-size: 16px;
color: #000000;
text-decoration: underline;
margin: 0;
}
.subscriber-link:hover {
text-decoration: underline;
color: #000000;
}
```
# Offer members an ad-free experience
Source: https://memberful.com/docs/wordpress-plugin/protect-content/offer-members-an-ad-free-experience
Reward paying members on your WordPress site with an ad-free experience. Hide ads for logged-in members so they can focus on your content without interruption.
Memberful supports select ad platforms and includes built-in tools that let you control when ads are suppressed based on a member's login status or subscription.
In this help article, we'll show you how to configure ad platform settings, use Memberful's WordPress functions and member roles, and control when ads are suppressed.
## Hide ads using our plugin
Ad platform settings are available in the Memberful settings in WordPress.
To access them:
1. Go to ***WordPress → Settings → Memberful***.
2. Open the **Hide ads** tab.
![Hide ads in WordPress settings]()
## Enable an ad platform
Each supported ad platform (Raptive, MediaVine, and Advanced Ads) appears in the list when our WordPress plugin is installed.
If a platform plugin is not installed, it will appear as *(not installed)*.
Once the ad platform plugin is installed, click the platform checkbox to enable it. Enabling a platform makes its suppression settings available.
Ads are not disabled until you select at least one suppression option.
![Select ads provider in plugin]()
## Choose when ads are disabled
After enabling a platform, choose when ads should be disabled. You can select one or more of the following options.
### Disable ads for members with an active subscription to a specific plan
Disable ads only for members who have an active subscription to one or more selected plans.
To configure this option, select one or more plans from the list.
![Hide ads for specific plans]()
Ads are disabled for members actively subscribed to the selected plan(s).
### Disable ads for any member with an active subscription
Disable ads for all members who have at least one active subscription, regardless of plan.
![Hide ads for active subscription]()
### Disable ads for all logged-in users
Disable ads for all logged-in users, regardless of subscription status (active, inactive, or free), role, or plan.
![Memberful hide ads for all members]()
### How precedence works
When multiple suppression options are selected, broader rules override more specific ones.
Precedence order:
1. Disable ads for all logged-in users
2. Disable ads for any member with an active subscription
3. Disable ads for members with an active subscription to a specific plan
If you enable "Disable ads for all logged-in users" or "Disable ads for any member with an active subscription," those settings override any plan-specific selections.
If no suppression rules apply to a visitor, ads continue to display normally.
### Save your changes
After configuring your ad settings, click **Save Changes** to apply them.
Changes take effect immediately for visitors who meet the selected conditions.
![Hide ads and save changes]()
## Hide ads using WP functions
Another way to hide ads for paying members is to leverage [Memberful's WordPress functions](/docs/wordpress-plugin/protect-content/wordpress-functions/) to add an HTML/CSS class to the page, which would determine whether the ads should be displayed or not.
First, we'll use our WP function `is_subscribed_to_any_memberful_plan()` to determine whether or not a member is a paying member.
If they are, use the `body_class` filter to add a custom class to the page's `` tag. The following snippet can be added to your theme's functions, either by inserting it into the functions.php file or by using a code snippets plugin with the capability to add new WordPress functions.
```php theme={null}
function add_memberful_body_class( $classes ) {
if ( is_subscribed_to_any_memberful_plan( wp_get_current_user()->ID ) ) {
$classes[] = 'active-memberful-member';
}
return $classes;
}
add_filter( 'body_class', 'add_memberful_body_class' );
```
In the above example, the `active-memberful-member` class is added to the page's `` tag whenever the current member is subscribed to any plan.
You can then use CSS to hide any ads if that class is present.
```css theme={null}
body.active-memberful-member .ad {
display: none;
}
```
Alternatively, you could use JavaScript to hide ads when the class is present:
```javascript theme={null}
document.addEventListener('DOMContentLoaded', function() {
if (document.body.classList.contains('active-memberful-member')) {
const ads = document.querySelectorAll('.ad');
ads.forEach(function(ad) {
ad.style.display = 'none';
});
}
});
```
The examples above hide any elements that have the `ad` class, but you can adjust the selector to match your specific ad implementation.
## Hide ads using member roles
If your ad platform supports hiding ads for paying members based on their user roles in WordPress, you could use this functionality in conjunction with [Memberful's Advanced Role Mapping.](/docs/wordpress-plugin/setup/install-the-memberful-plugin/#configure-role-mapping)
# Private RSS feeds
Source: https://memberful.com/docs/wordpress-plugin/protect-content/private-rss-feeds
Enable private RSS feeds in Memberful so members can read your members-only posts in their favorite RSS reader using a personal, authenticated feed URL.
In this help article, we'll cover how Memberful hides protected posts from WordPress RSS feeds and how you can offer private RSS feeds to members who like reading through an RSS reader.
## Enable the private RSS feed
From WordPress, visit *Settings → Memberful → Private RSS Feeds* and enable the private RSS feed feature for active members on all plans or specific plans.
![Private RSS Feeds]()
## Display the private RSS feed
Each signed-in member with the specified access has their own unique RSS feed. You can share this RSS feed with the member in any WordPress page or post with a shortcode:
```text theme={null}
[memberful_private_rss_feed_link]Your RSS feed[/memberful_private_rss_feed_link]
```
Or, you can add it directly to your theme template files:
```php theme={null}
```
## Restrict by plan
If you are selling different levels of membership, and each level gives access to different content, you (or your developer) will want to customize access to your RSS posts. To do that, add this code snippet to your WordPress site:
```php theme={null}
function restrict_rss_post_access($allowAccess, $user_id, $post_id) {
return memberful_can_user_access_post($user_id, $post_id);
}
add_filter("memberful_can_user_access_rss_post", "restrict_rss_post_access", 10, 3);
```
If you don't have a place where you usually add filters, you can add the snippet to your theme's functions.php file. That snippet will restrict posts in the RSS feed using the same logic as the web version.
## Limit feed to specific categories
By default, the feed includes posts from any of your WordPress categories. You can limit the feed to a single category by specifying it in the shortcode. For example, if you only wanted posts in the "interviews" category, you would add:
```text theme={null}
[memberful_private_rss_feed_link category="interviews"]Your feed of bonus interviews[/memberful_private_rss_feed_link]
```
Limit it to multiple categories using the `memberful_private_rss_category_ids` filter action:
```php theme={null}
function my_theme_private_rss_category_ids( $category_ids ) {
return array( 1, 3 );
}
add_filter( 'memberful_private_rss_category_ids', 'my_theme_private_rss_category_ids' );
```
This is currently only a superficial change — members could modify the link to remove the category filtering and see all posts if they wanted to.
## Include custom post types
By default, only regular WordPress posts are included in the private RSS feed. Add support for Custom Post Types by hooking into the `memberful_private_rss_post_types` filter action:
```php theme={null}
function my_theme_private_rss_post_types( $post_types ) {
return array( 'post', 'custom_post_type' );
}
add_filter( 'memberful_private_rss_post_types', 'my_theme_private_rss_post_types' );
```
## Prevent feed from being indexed
If you're using the Memberful WordPress plugin to create a private podcast, some podcast directories (such as iTunes) will find your feed and publish it in their apps so that their users can access it. While that's a useful feature for free podcasts, you don't want that happening to your private feed.
To block indexing by iTunes, check the *Block private RSS feeds from the iTunes podcast directory* option:
![Prevent feed from being indexed]()
If you ever need to reinstate your feed, you might need to contact Apple support, so use this option with care.
To create the best podcasting experience for your members, we recommend using the [**private podcast feature**](/docs/podcasting/setup/create-a-paid-podcast/) inside of Memberful.
# Restrict access by category or tag
Source: https://memberful.com/docs/wordpress-plugin/protect-content/restrict-access-by-category-or-tag
The simplest way to restrict access to posts with the Memberful WordPress plugin is with the restrict access by category or tag setting.
Once you integrate the Memberful WordPress plugin, you can restrict access to posts by category or tag (this also works for custom taxonomies). This lets you define who can access all posts in a category or tag — eliminating the need to specify the restrictions on a post-by-post basis.
In this help article, we'll show you how to restrict by category or tag, add marketing content, and how our feature interacts with other settings.
Restricting by category/tag is different from the Bulk Restrict Access tool. Bulk restrict applies restrictions once to all current posts in a category, while category/tag restriction applies automatically to both current and future posts.
## Restrict content by category or tag
1. In your WordPress dashboard, go to *Posts → Categories* or *Tags* (custom taxonomies are also supported).
![Choose a category]()
2. Select the category or tag you want to restrict. Do not restrict multiple categories or tags in one post.
![Choose a category]()
3. Scroll down to the **Memberful: Restrict Access** box.
![Select your audience]()
4. Choose who can access posts in this category/tag by checking the appropriate option:
* All members—active, inactive, or free (useful for a ["freemium" tier](/docs/member-management/payments-and-access/give-free-access/#enable-free-registration))
* Members with an active subscription to [any plan](/docs/plans/individual-plans/create-a-plan/)
* Members with an active subscription to a specific plan
* Anybody who owns a specific [download](/docs/plans/plan-options/include-or-sell-downloads/)
![Select your audience]()
## Review your options for adding marketing content
When content is restricted, you can display marketing content or teaser text to non-members (or logged-out members). This helps convert visitors by previewing content and linking to sign-up or sign-in pages.
Examples for inspiration:
* [Mythical Society - members-only videos](https://www.mythicalsociety.com/series/rhett-link-stevie-go-to-halloween-horror-nights/welcome-episode-1)
* [Food Fix - members-only articles behind a paywall](https://foodfix.co/states-forge-ahead-with-universal-free-school-meals/)
You can add marketing content in several ways:
### Option A: Add to a category or tag
1. Edit the category or tag.
2. Enter your marketing content in the **Memberful: Restrict Access** box.
3. Save changes. This content will display across all posts in that category/tag, including future posts.
### Option B: Add to a single page or post
1. Open the post or page.
2. Enter your marketing content in the **Memberful: Restrict Access** box.
3. Update the post.
### Option C: Create global marketing content
1. Go to *Settings → Memberful → Global marketing content.*
2. Check **Turn on global marketing content.**
3. Choose one of two behaviors:
* Override all marketing content – replace all existing content in restricted posts/pages.
* Use only when other content doesn't exist – fill empty marketing content fields.
![Global marketing content]()
4. Add your global content and click **Save changes.**
![Global marketing content]()
### Option D: Add teaser text (excerpt fade)
1. In *Settings → Memberful → Global marketing content*, enable both:
* Turn on global marketing content
* Automatically pull an excerpt from each post
![Global marketing content]()
2. Choose either "Override all" or "Use when none exists."
3. Save changes. Memberful will pull the first two paragraphs (based on `` tags) as teaser text before showing marketing content. Make sure your content is formatted in proper paragraphs.
![Global marketing content]()
## Categorize or tag a new post
Moving forward, whenever you categorize or tag a post, the associated Memberful restrict access and marketing settings will be applied automatically.
* If a member has the correct access → they'll see the protected content.
* If not → they'll see the marketing content.
![Select a category or tag]()
## How this feature interacts with other settings
It's important to understand how category/tag restrictions interact with other Memberful features:
* **Category/tag marketing content** → applies to all relevant posts (current + future).
* **Individual post-level content** → overrides category/tag marketing content.
* **Bulk Restrict Access tool** → overrides existing restrictions + content for posts.
* **Global marketing content (override option)** → replaces all other marketing content.
**If a post was previously restricted individually:**
* The post-level restrictions and marketing content take priority over category/tag settings.
**If multiple restricted categories/tags are applied to one post:**
* The marketing content shown to non-eligible members will be randomly chosen from one of the categories/tags.
* Members gain access if they meet the requirements of any restricted category/tag.
* For consistency, we advise against using multiple restricted categories/tags on a single post.
# Restrict access to a single post or page
Source: https://memberful.com/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post
Restrict access to a single WordPress post or page with the Memberful plugin. Choose which plans can view it and what visitors see when they don't have access.
After you integrate the Memberful WordPress plugin, a metabox will appear below the post and page editor in your WordPress dashboard. This feature allows you to easily generate a paywall, control access, and specify which membership plans will grant the member access to the content of the page or post.
In this help article, we'll walk you through how to restrict access to a single post or page, choose who has access, add marketing content and members-only content, and display teaser text for non-members.
Once you've [installed the Memberful WordPress plugin on your site,](/docs/wordpress-plugin/setup/install-the-memberful-plugin/) you'll see a Memberful: Restrict Access box below the post and page editor.
![Memberful restrict access metabox overview]()
Choose who should have access to your page or post by checking the appropriate box(es):
* All members—active, inactive, or free (works well for a ["freemium" tier](/docs/member-management/payments-and-access/give-free-access/#enable-free-registration))
* Members with an active subscription
* Members with an active subscription to a specific plan
* Anybody who owns a specific [download](/docs/plans/plan-options/include-or-sell-downloads/)
![Choose who has access]()
This method allows you to protect content displayed via the default WordPress content function (e.g. content in the default post/page editor). To restrict access to content that your theme displays in other locations, you may need to use our [shortcodes](/docs/wordpress-plugin/protect-content/wordpress-shortcodes/) or [WordPress functions](/docs/wordpress-plugin/protect-content/wordpress-functions/).
### Restrict access to custom post types
You can restrict access to custom post types in the same way you would restrict access to standard posts and pages.
First, make sure the custom post type has been registered in WordPress. [Here's an article showing a couple of ways to create custom post types.](https://www.wpbeginner.com/wp-tutorials/how-to-create-custom-post-types-in-wordpress/) To finish the registration process, go to *Settings → Permalinks* and click *Save Changes* to re-sync your permalink settings.
Once your custom post type is registered and you've created a new page with that post type, you'll see the *Memberful: Restrict Access* box at the bottom of the page, just like you would on a standard post or page.
## Review your options for adding marketing content
When you protect a page or post with the Memberful WordPress plugin, you have the opportunity to show marketing content or teaser text to non-members or members who aren't signed into your site.
For example, you might want to share a preview of the content behind the paywall along with a link to your sales pages and a [sign-in link for existing members.](/docs/wordpress-plugin/setup/member-account-links/#option-1-memberful-sign-in-link)
Check out these customer examples for inspiration:
* [Mythical Society's members-only videos](https://www.mythicalsociety.com/series/rhett-link-stevie-go-to-halloween-horror-nights/welcome-episode-1)
* [Food Fix's paywall for members-only articles](https://foodfix.co/states-forge-ahead-with-universal-free-school-meals/)
There are several ways to add marketing content.
### Add marketing content to a single page or post
To add marketing content to a single page or post, scroll down to the **Memberful: Restrict Access** box below the page or post editor, add your content to the meta box, and then update your post.
![Add marketing content]()
### Create default marketing content
To create default marketing content for all pages and posts, go to *Settings → Memberful → Global marketing content* in your WordPress dashboard.
![Global marketing content]()
Check the setting **Turn on global marketing content,** and select one of the two options:
* **Override all marketing content:** Marketing content in Memberful's meta boxes will be replaced in all protected pages and posts.
* **Only use the global marketing content when other content doesn't exist:** The global marketing content will only be displayed on protected pages or posts that have an empty Memberful meta box.
![Global marketing content options]()
Add your marketing content in the meta box and click **Save changes.**
![Save global marketing content]()
### Fade out teaser text
To display a short excerpt from the beginning of your posts and then fade out to the marketing content, go to *Settings → Memberful → Global marketing content* in your WordPress dashboard.
![Global marketing content]()
Check the settings **Turn on global marketing content** and **Automatically pull an excerpt from each post.** Choose one of the two options:
* Override all marketing content
* Only use the global marketing content when other content doesn't exist
![Teaser text]()
Add any additional marketing content in the meta box and click **Save changes.**
![Global marketing content]()
Memberful will pull the first two paragraphs from your protected posts to be displayed before the marketing content for logged out visitors. This feature looks for `
` tags in your posts to detect the first few paragraphs to use as teaser content, so make sure your content is properly formatted in paragraphs.
![Fade out teaser example]()
## Add members-only content
Add your members-only text, images, and video embed codes in the editor above the marketing content. Save your page or post.
![Add member-only content]()
If a member is [logged in to your site](/docs/wordpress-plugin/setup/member-account-links/) and has the correct access, they'll be able to see the protected content on your page or post. If they don't have the right access or are logged out of your site, they'll see the marketing content.
To test the content protection on your site, log out of your WordPress administrator account and your Memberful dashboard, or access the page on a separate browser window. Incognito/private browser modes are not supported and will produce inaccurate results.
If you need to include marketing material in your unprotected (free) content, but want it to be hidden to members who've already paid, [use our shortcodes to manually protect WordPress content.](/docs/wordpress-plugin/protect-content/wordpress-shortcodes)
# Use the paywall divider block
Source: https://memberful.com/docs/wordpress-plugin/protect-content/use-the-paywall-divider-block
Use the Memberful Paywall Divider block to choose where a public preview ends and members-only content begins in a WordPress post or page.
The Memberful Paywall Divider block lets you set the exact point where free content ends and protected content begins in a WordPress post or page. Visitors without access see the content above the divider, while members-only content remains protected below it.
In this help article, we'll show you how to add and position the Paywall Divider block, explain how it interacts with other content protection settings, and test the result.
## Add the Paywall Divider block
Use the WordPress block editor to place the divider after the final block you want to include in the public preview.
Open the post or page you want to protect in the WordPress block editor.
Click the **Block Inserter** button, search for **Memberful Paywall Divider**, then select the block.
![Memberful Paywall Divider block in the WordPress Block Inserter]()
![Memberful Paywall Divider block in the WordPress Block Inserter]()
Drag the divider to the point where the public preview should end. The *Protected content below this line* label marks where members-only content begins.
![Paywall Divider 1]()
Add or move the members-only text, images, and other blocks below the divider.
Save or publish your changes.
## Understand what visitors and members see
Visitors who do not have access see the content above the divider as a public preview. Content below the divider remains protected.
![Paywall Logged Out 1]()
Members with access can view the complete post or page, including the content below the divider.
![Paywall Logged In]( "Paywall Logged In")
![Paywall Logged In]( "Paywall Logged In")
When a post or page contains a Paywall Divider block, the divider takes precedence over other Memberful restriction and marketing preview rules on that post or page.
## Move the preview boundary
To change the amount of content included in the public preview, open the post or page and drag the Paywall Divider block to a new position. Content above its new position becomes part of the preview, and content below it remains protected.
## Test the paywall
Save the post or page, then view it while logged out of your WordPress administrator account and the Memberful dashboard. You can also test it in a different browser.
Incognito and private browser modes are not supported for testing Memberful content protection and may produce inaccurate results.
# WordPress content protection overview
Source: https://memberful.com/docs/wordpress-plugin/protect-content/wordpress-content-protection-overview
Compare the Memberful WordPress plugin's content protection methods, from restricting full posts to controlling visibility for individual blocks.
Memberful's WordPress plugin gives you several ways to protect content, from restricting full posts to controlling visibility for individual blocks or theme elements. Choosing the right method depends on how much content you want to protect and how your WordPress site is built.
In this help article, we'll introduce each WordPress content protection option available in Memberful and explain when to use each method.
## Restrict a single post or page
Restricting a single post or page lets you protect one WordPress post, page, or custom post type at a time. Use this method when you want direct control over access for a specific piece of content, including which members, plans, or download owners can view it.
You can also add marketing content for visitors who do not have access, so they see a preview, sign-up prompt, or other message instead of the protected content. For full setup guidance, see [Restrict access to a single post or page](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/).
## Restrict by category or tag
Restricting by category or tag lets you protect all posts assigned to a specific WordPress category, tag, or custom taxonomy. Use this method when you want access rules to apply automatically to current and future posts in the same content group.
This option is helpful when you publish recurring members-only content, such as premium articles, videos, or columns, and do not want to configure each post individually. For full setup guidance, see [Restrict access by category or tag](/docs/wordpress-plugin/protect-content/restrict-access-by-category-or-tag/).
## Control block visibility
Block visibility controls let you show or hide individual blocks in the WordPress block editor based on a visitor's login status or membership plan. Use this method when you want to personalize part of a post or page without restricting the entire page.
This is useful for creating mixed-access pages, such as showing a sign-up prompt to visitors, bonus content to logged-in members, or plan-specific content to members with a certain subscription. For full setup guidance, see [Control block visibility in the WP block editor](/docs/wordpress-plugin/protect-content/control-block-visibility/).
## Bulk restrict access
The Bulk Restrict Access tool lets you apply access settings to many posts or pages in one action. Use this method when you need to protect a large amount of existing content, such as all posts, all pages, or all posts in selected categories.
Bulk restrict is a one-time action and can overwrite existing restrictions, so it is best for applying broad changes to existing content rather than managing future posts automatically. For full setup guidance, see [Bulk restrict access](/docs/wordpress-plugin/protect-content/bulk-restrict-access/).
## WordPress shortcodes
WordPress shortcodes let you protect specific parts of a post or page, add Memberful links, or show content based on a member's access. Use this method when you want more control than the standard Restrict Access box provides, especially in the Classic Editor or when adding protected sections manually.
Shortcodes can help you show different content to members and non-members, link to sign-in or account pages, or protect content tied to specific plans, downloads, podcasts, or RSS feeds. For full setup guidance, see [WordPress shortcodes](/docs/wordpress-plugin/protect-content/wordpress-shortcodes/).
## WordPress functions
WordPress functions let developers control access directly in theme or plugin code. Use this method when you need to protect content or features that are handled outside the standard WordPress post editor, such as custom templates, theme elements, or advanced member experiences.
Functions can check whether a user is subscribed to a plan, owns a download, has access to a podcast feed, or has permission to view a restricted post. For full setup guidance, see [WordPress functions](/docs/wordpress-plugin/protect-content/wordpress-functions/).
## Metered paywalls (Coming soon)
Metered paywalls let visitors read a limited amount of content before they encounter a subscription prompt. Use this method when you want readers to experience your content before asking them to subscribe.
This approach can help you balance free access and paid conversion by giving visitors a preview of your work while still protecting premium content.
## Paywall Divider block
The Memberful Paywall Divider block gives you the power to choose exactly where free content ends and members-only content begins inside a post or page. Use this method when you want to create a tailored preview experience within a single piece of content.
Place the divider block where the public preview should stop, and the remaining content is protected for members. For full setup guidance, see [Use the Paywall Divider block](/docs/wordpress-plugin/protect-content/use-the-paywall-divider-block/).
![Paywall divider block]()
# WordPress functions
Source: https://memberful.com/docs/wordpress-plugin/protect-content/wordpress-functions
Use Memberful's WordPress functions to lock premium sections of your site in code. Reward paying members with exclusive access to templates and features.
Memberful's WordPress plugin allows you to restrict access to an entire post or page through its [Restrict Access meta box](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/).
If you want to protect certain *elements or sections* of your theme, you can use our [WordPress functions](https://developer.wordpress.org/themes/basics/theme-functions/) inside your theme. We also offer WordPress functions for displaying profile information and links to Memberful benefits in your WordPress theme.
In this help article, we'll cover several functions that you can use in your WordPress themes or plugins to check member permissions, show profile information, or link to member benefits.
## Find the necessary plan ID
Most of these functions require you to provide the plan ID of a plan.
To find the plan ID, go to **Revenue** → **Plans** and click the **Links** button of the plan you want to find the ID for. Click the Plan ID **Copy** button and paste it into your WordPress function.
![Finding a plan's slug]()
Renaming a plan or a download will modify its slug, but the old slug will continue to work in WordPress functions. Rename your plans and downloads anytime, knowing that your existing functions will not break.
## Find the necessary slug
You can find the slug for a download in the list of downloads under **Content** → **Downloads**.
![Finding a download's slug in the downloads list]()
You can also copy it from the bottom of the page when editing a download.
![Finding a download's slug in the download editor]()
## Find the necessary podcast ID
You can find the ID for a podcast in the URL while editing the podcast. It's the numeric segment of this URL:
```text theme={null}
ACCOUNT-URL.memberful.com/admin/feeds/63010/edit
```
## Check member permissions
We've included three functions for checking if the current signed-in member is subscribed to plans, owns downloads, or has access to podcast feeds. Use them in your WordPress theme's template files:
* `is_subscribed_to_memberful_plan( $slug )`
* `has_memberful_download( $slug )`
* `has_memberful_feed( $id )`
If you pass either of the functions an array of slugs or IDs, the function will return true if the member owns **any** of the downloads or podcast feeds, or is subscribed to at least one of the plans.
You can also check if the given member has an active subscription to **any** plan by using the function `is_subscribed_to_any_memberful_plan($user_id)`.
### Basic example
Require a subscription to the *Big Awesome* plan:
```php theme={null}
Shown only to members with a subscription to the Big Awesome plan.
```
### Multiple plans
Require a subscription to at least one of the listed plans:
```php theme={null}
Shown to members with the Super Rad plan **OR** the Rock On plan **OR** the Chill Out plan.
```
### Any plan
Require a subscription to any plan.
This function accepts any valid user ID, but you'll typically want to use the current signed-in member, so we'll get their user ID first.
```php theme={null}
ID;
if ( is_subscribed_to_any_memberful_plan( $user_id ) ) : ?>
Shown to members subscribed to **any** plan.
```
### Plan or download
Require a subscription to the *Big Awesome* plan **or** require the *Super Rad* download.
```php theme={null}
Shown only to members with a subscription to the Big Awesome plan or the Super Rad download.
```
### Check against a different member / WordPress user
These functions check against the current (signed-in) member / WordPress user by default. To specify a different member / WordPress user, pass the function an optional WordPress user ID argument:
```php theme={null}
Shown if $user_id is subscribed to the Super Rad or Rock On plans.
```
### Check if a user has access to a post based on the Restrict Access tool
Configure access to your posts with the [Restrict Access](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/) metabox and use `memberful_can_user_access_post()` to check if a user has access to a post or not:
```php theme={null}
ID;
if ( memberful_can_user_access_post( $user_id, $post->ID) ) : ?>
Shown to members that have access based on the Restrict Access Tool.
Shown to others.
```
You only need to do this if you want to show users some custom content (e.g. content from custom fields).
If you only need to protect content in the default WordPress content area (*the\_content()* in your theme), the [Restrict Access tool](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/) will be sufficient and you won't need to use this function.
## Check which plans a user is subscribed to
The `memberful_wp_user_plans_subscribed_to` function returns the member's subscriptions as an array.
```php theme={null}
$subscriptions = memberful_wp_user_plans_subscribed_to( $user_id );
```
Each subscription in the array contains the following keys:
* id (this refers to the plan's ID)
* autorenew
* activated\_at
* expires\_at
* in\_trial\_period
* trial\_start\_at
* trial\_end\_at
## Add a custom function that checks if a member is on a trial
We can leverage the `memberful_wp_user_plans_subscribed_to` function to create a custom function that checks if a member is currently on a trial for any of their subscriptions.
Add the following custom function to your `functions.php` file:
```php theme={null}
function is_on_trial() {
if ( ! function_exists( "memberful_wp_user_plans_subscribed_to" ) ) {
return false;
}
$user_id = wp_get_current_user()->ID;
$subscriptions = memberful_wp_user_plans_subscribed_to($user_id);
if( empty( $subscriptions ) ) {
return false;
}
foreach( $subscriptions as $subscription ) {
if ( $subscription["in_trial_period"] ) {
return true;
}
}
return false;
}
```
Now `is_on_trial()` will return `true` if the member is on a trial (for any subscription).
## Show profile information in WordPress themes
We've included a few functions for adding profile information to your theme template files:
* `memberful_account_url`
* `memberful_sign_in_url`
* `memberful_sign_out_url`
Here's an example of using these functions to generate a profile box:
```php theme={null}
```
## Link to downloads
You can use the `memberful_account_get_download_url($slug)` function to link to a download. The parameter to this function must be the [slug](#find-the-necessary-slug) of the download you're linking to.
```php theme={null}
Download my ebook!
```
## Link to podcasts
If you're using the [private podcasts](/docs/podcasting/setup/create-a-paid-podcast/) feature inside Memberful, you can use the `memberful_wp_feed_url($id)` function to link to a member's unique RSS feed.
The parameter to this function must be the ID of the podcast you're linking to. If the member doesn't have access to the given podcast, it returns `null`, so we should check for that before rendering the link.
```php theme={null}
Subscribe to the podcast!';
}
?>
```
## Link to private RSS feeds
If you've turned on [private RSS feeds](/docs/wordpress-plugin/protect-content/private-rss-feeds), you can share a link to the member's private RSS feed using this function:
```php theme={null}
```
# WordPress shortcodes
Source: https://memberful.com/docs/wordpress-plugin/protect-content/wordpress-shortcodes
With WordPress shortcodes, you can decide exactly what members see. Use them to protect exclusive content and enhance your membership offering.
Memberful's WordPress plugin allows you to restrict access to an entire post or page through its [Restrict Access meta box](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/#choose-who-has-access). If you want to protect certain *parts* of the content in a post or page, you can use our [shortcodes](http://codex.wordpress.org/Shortcode) instead.
In this help article, we'll cover how to use Memberful's shortcodes in your WordPress posts and pages, and the different types of shortcodes available.
## Access shortcodes via the Memberful editor button
This article shows all our shortcodes. The Memberful button in the classic WordPress editor (not available in the new Gutenberg block editor) allows you to add **the most common shortcodes** to any page or post. Some other shortcodes can only be added manually.
The Memberful button allows you to pre-populate shortcodes with the correct slugs for your plans, downloads, and podcasts, so this is the recommended way to add them to your posts and pages.
![Memberful shortcode button in the WordPress editor]()
## Link shortcodes
Link for a member to sign in to their account:
```text theme={null}
[memberful_sign_in_link]Sign in[/memberful_sign_in_link]
```
Link for a member to sign out of their account:
```text theme={null}
[memberful_sign_out_link]Sign out[/memberful_sign_out_link]
```
Link for a member to manage their account:
```text theme={null}
[memberful_account_link]Account[/memberful_account_link]
```
Link for a member to manage their subscriptions:
```text theme={null}
[memberful_subscriptions_link]Manage subscriptions[/memberful_subscriptions_link]
```
Link to sign up as a free member:
```text theme={null}
[memberful_register_link]Sign up for a free account![/memberful_register_link]
```
Link to buy a plan:
```text theme={null}
[memberful_buy_subscription_link plan=64879-monthly]Buy Monthly plan[/memberful_buy_subscription_link]
```
Link to buy a gift:
```text theme={null}
[memberful_buy_gift_link plan='64879-monthly']Buy the Monthly plan as a gift for someone[/memberful_buy_gift_link]
```
Link to buy a download:
```text theme={null}
[memberful_buy_download_link download='123-my-download-slug']Buy Preset pack 1[/memberful_buy_download_link]
```
Link to a protected download:
```text theme={null}
[memberful_download_link download="123-my-download-slug"]Download Preset pack 1[/memberful_download_link]
```
Link to all the podcasts in the member's account:
```text theme={null}
[memberful_podcasts_link]Access your podcasts[/memberful_podcasts_link]
```
Deep-link to a specific podcast in a member's account:
```text theme={null}
[memberful_podcasts_link podcast=5787]Access the podcast[/memberful_podcasts_link]
```
Display the RSS URL for a member's specific podcast:
```text theme={null}
[memberful_podcast_url podcast=2]
```
Link to a member's [private WordPress RSS feed](/docs/wordpress-plugin/protect-content/private-rss-feeds):
```text theme={null}
[memberful_private_rss_feed_link]Your RSS feed[/memberful_private_rss_feed_link]
```
## Restrict access with shortcodes
We recommend using [Memberful's Restrict Access meta box](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/#choose-who-has-access) to restrict access to content. However, if you only want to protect certain parts of the content in a post or page, you can use shortcodes.
Go to **Revenue → Plans**, then click the **Links** button for the plan you want to use in your shortcode.
![Links button]()
Copy the **Plan ID**.
![Links and shortcodes]()
The slug for a download is shown at the bottom of the page when editing that download.
![Slug for Memberful download]()
Renaming a plan or a download will modify its slug, but the old slug will continue to work in WordPress shortcodes. Rename your plans and downloads anytime, knowing that your existing shortcodes will not break.
Here's a basic example of requiring a subscription to the *Big Awesome* plan to see the protected content:
```text theme={null}
[memberful has_subscription_to="154-big-awesome"]
Protected content goes here...
[/memberful]
```
Require the *Super Rad* download to see the protected content:
```text theme={null}
[memberful has_download="27-super-rad"]
Protected content goes here...
[/memberful]
```
Alternatively, you can restrict the content to members that have a subscription to **any** plan:
```text theme={null}
[memberful_if_has_active_subscription]
This will be visible to members that have a subscription to any plan.
[/memberful_if_has_active_subscription]
```
## Show content to visitors who haven't yet purchased
If you want to show potential members a message encouraging them to subscribe to a plan, use the `does_not_have_subscription_to` shortcode:
```text theme={null}
[memberful does_not_have_subscription_to="154-big-awesome"]
Shown to users who haven't purchased the "Big Awesome" subscription.
[/memberful]
```
Or for a download, use `does_not_have_download`:
```text theme={null}
[memberful does_not_have_download="27-super-rad"]
Shown to users who haven't purchased the "Super Rad" download.
[/memberful]
```
You can also show content to those that don't have a subscription to **any** plan:
```text theme={null}
[memberful_if_does_not_have_active_subscription]
This will only be visible to users that don't have any subscriptions.
[/memberful_if_does_not_have_active_subscription]
```
## Specify multiple plans or downloads
If you want to specify multiple subscription plans or downloads, use a comma separated list.
The following shortcode will show content if the member is subscribed to **any** of the plans you specify:
```text theme={null}
[memberful has_subscription_to="154-big-awesome,277-cool-hair"]
This will only be visible to members who have either the "Big Awesome" subscription, or the "Cool Hair" subscription.
[/memberful]
```
The following shortcode will show content if the member owns **any** of the downloads you specify:
```text theme={null}
[memberful has_download="27-super-rad,59-rock-on"]
This will only be visible to members who have purchased either the "Super Rad" download, or the "Rock On" download.
[/memberful]
```
The following shortcode will show content if the member is **not** subscribed to any of the plans you specify:
```text theme={null}
[memberful does_not_have_subscription_to="154-big-awesome,277-cool-hair"]
This will only be visible to members who are neither subscribed to the "Big Awesome" plan nor the "Cool Hair" plan.
[/memberful]
```
The following shortcode will show content if the member does **not** own any of the downloads you specify:
```text theme={null}
[memberful does_not_have_download="27-super-rad,59-rock-on"]
This will only be visible to members who have neither purchased the "Super Rad" download nor the "Rock On" download.
[/memberful]
```
# Enable SSL
Source: https://memberful.com/docs/wordpress-plugin/setup/enable-ssl
Enable SSL on your WordPress site to keep Memberful member sign-in details safe and encrypted, and to make sure the Memberful plugin can connect securely.
We strongly recommend using an SSL certificate on your WordPress website. Memberful signs WordPress users into your WordPress website, and if you're not using SSL, that information is not secure. This is true even if you aren't using Memberful. All our [recommended WordPress hosting providers](/docs/wordpress-plugin/setup/wordpress-hosting-providers) support easy SSL certificate installation. If you're looking for a free high-quality SSL certificate we recommend [Let's Encrypt](https://letsencrypt.org).
In this help article, we'll cover the steps you need to take to enable SSL on your WordPress website after you've installed an SSL certificate.
## WordPress SSL settings
**Important note about installation:** You must have a valid SSL certificate installed before following these instructions. If you force SSL without a valid SSL certificate, you will be locked out of your WordPress dashboard.
After successfully installing an SSL certificate on your website, you should take the following steps to enable it:
1. Set your WordPress Address (URL) and Site Address (URL) in your WordPress settings *(Settings → General)* to start with `https` and [disconnect/reconnect the Memberful WordPress plugin.](/docs/wordpress-plugin/troubleshooting/disconnect-reconnect-plugin/)
2. Force SSL logins by adding `define('FORCE_SSL_ADMIN', true);` to your `wp-config.php` file.
3. Confirm all `http` traffic is being redirected to `https`. Your hosting provider can help with this.
# Install the Memberful WordPress plugin
Source: https://memberful.com/docs/wordpress-plugin/setup/install-the-memberful-plugin
The Memberful WordPress plugin makes it easy to integrate Memberful with your WordPress website and protect content server-side, for members only.
The Memberful WordPress plugin connects your Memberful site to WordPress so you can protect content server-side and give members access based on their subscription status.
In this help article, we'll cover how to install the plugin, review the available WordPress settings, and configure role mapping for members.
## Install the Memberful WordPress plugin
From your Memberful dashboard, go to **Website** → **External website**, then click **Connect my WordPress site**.
![Activate the WordPress service]()
Copy the WordPress registration key.
![Copy the WordPress registration key]()
On your WordPress site, install and activate the Memberful plugin.
Paste your registration key into the field, then click **Connect to Memberful**.
![Connect the WordPress plugin to Memberful]()
Once connected:
* members are signed in to WordPress when they sign in to Memberful
* members' plans sync automatically so you can [protect WordPress content](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/).
![Integration active]()
## Review the plugin settings
Go to **Settings → Memberful** in your WordPress dashboard to customize how the plugin works.
Options include:
* Keep all WordPress users logged in for 1 year
* Hide the WordPress admin toolbar from members
* Block WordPress dashboard access from members
* Conditionally show *Sign in, Sign out,* and *Account* menu items based on members' signed-in status
* Update display names in WordPress when members change their full name in Memberful
* Show protected content in site search
* Show a banner to members whose membership is expiring soon or has expired
![Memberful WP Plugin Settings]()
Conditional menu items only work with classic WordPress menus. They are not supported in block-based WordPress since that system uses a different menu editor.
### Expiring membership banner
When enabled, members will see a banner at the top of your site notifying them that their subscription is expiring soon or has expired, with a Renew now link. You can set how many days before expiration the banner appears.
![Expiring subscription banner]()
To configure the banner:
Check **Show a banner to members whose membership is expiring soon or has expired**.
![Expiring subscription banner]()
In the *Show the expiry banner this many days before membership expiration* field, enter the number of days before expiration when the banner should appear.
Click **Save Changes**.
## Configure role mapping
The Memberful WordPress plugin assigns WordPress roles to members based on their subscription status. It keeps those roles in sync as subscriptions start, change, or end.
Role mapping works best when you use custom WordPress roles provided by other plugins.
### How role mapping works by default
By default, the Memberful WordPress plugin can assign roles using a status-based rule:
* members with any active subscription plan receive one WordPress role
* members with no active subscription plans receive a different WordPress role
To enable status-based rules, go to **Settings** → **Memberful** → **Advanced Role Mapping** in your WordPress dashboard. Assign a role for members with an active subscription and a role for members with no active subscription.
![Memberful WP Plugin Settings]()
### Enable per-plan roles
Per-plan roles let you override the default active or inactive role mapping and assign roles at the individual plan level. Disabling this setting returns your site to the default role mapping behavior.
To enable per-plan roles, go to **Settings** → **Memberful** → **Advanced Role Mapping** in your WordPress dashboard, then check *Enable Per-Plan Roles*.
Once enabled, additional role options appear for each subscription plan.
![Memberful WP Plugin Settings]()
Adding new prices to existing plans does not require updating your role mapping.
### Assign roles to individual plans
After enabling per-plan roles, you'll see a list of your Memberful plans with a WordPress role selector for each one.
For each subscription plan:
* choose the WordPress role members should receive while they have an active subscription to that plan
* optionally select **No specific role (use default)** to fall back to the default active role mapping
Members with no active subscription receive the role configured for *No active subscription plan*.
![Memberful WP Plugin Settings]()
# Member account links
Source: https://memberful.com/docs/wordpress-plugin/setup/member-account-links
Add Memberful member account links to your WordPress site so members can sign in, access their account, and manage their subscription without leaving the page.
Your members should sign in and out of your WordPress site using Memberful links. When a member clicks a Memberful sign-in link, they're automatically signed in to Memberful and your WordPress site. When they sign out, they'll be signed out of both Memberful and WordPress. What's more, your members should [manage their personal information](/docs/member-interface/account/update-their-personal-information/) and [subscriptions](/docs/member-interface/subscription/manage-their-subscriptions/) through a Memberful account link.
In this help article, we'll cover how to add Memberful sign-in, sign-out, and account links to your WordPress site, update existing links in your theme and plugins, and add a Memberful profile widget.
## Add Memberful sign-in and sign-out links to any post or page
From your WordPress dashboard, go to any post or page. Click the **Memberful** button in the WordPress editor and then select *Sign in link* from the dropdown list.
![Memberful sign-in link]()
If you'd like to create a sign-in button instead of a text-based link, [use the URL below with a button builder.](/docs/plans/promote-and-sell/add-a-link-to-buy-a-plan/#add-a-purchase-button-with-any-website-builder) Replace YOURSITE.com with your actual website URL.
```text theme={null}
https://YOURSITE.com/?memberful_endpoint=auth
```
To add a sign-out link, add the URL below anywhere on your site. Replace ACCOUNT-URL with your actual account URL subdomain, which can be found in your Memberful dashboard via *Website → Settings.*
```text theme={null}
https://ACCOUNT-URL.memberful.com/auth/sign_out
```
## Add Memberful menu links
From your WordPress dashboard, go to *Appearance → Menus.* Click **Screen Options** and then select **Memberful Links.** From the Memberful Links list, select *Sign in, Sign out,* and *Account,* and then click **Add to Menu.**
![Memberful menu links]()
By default, we will show the *Sign in* link to logged-out members, and the *Sign out* and *Account* links to logged-in members. To [disable this setting](/docs/wordpress-plugin/setup/install-the-memberful-plugin/#review-the-plugin-settings), go to *Settings → Memberful* in your WordPress dashboard.
## Update links in your theme, content, and plugins
Any links in your theme and content (as well as links added by plugins) will need to be updated.
For example, your theme most likely displays a sign-in link in the comments section, and you'll need to update this link to use the Memberful sign-in URL:
```text theme={null}
https://YOURSITE.com/?memberful_endpoint=auth
```
## Add a Memberful profile widget
From your WordPress dashboard, go to *Appearance → Widgets,* and drag the Memberful profile widget to your sidebar.
![Memberful profile widget]()
When a member is signed in, the widget will display the member's Gravatar photo, a link to their Memberful account page, and a link to sign out of Memberful and your WordPress site.
Use the URL below to add a member account management link anywhere on your site. Replace ACCOUNT-URL with your actual account URL subdomain, which can be found in your Memberful dashboard via *Website → Settings.*
```text theme={null}
https://ACCOUNT-URL.memberful.com/account
```
### Removing the CSS from the widget
To remove all the plugin-generated CSS from the widget (presumably to style it yourself) add this code to the `functions.php` file of your theme:
```php theme={null}
```
### Add profile information to your WordPress theme via code
See the [WordPress functions documentation](/docs/wordpress-plugin/protect-content/wordpress-functions/#show-profile-information-in-wordpress-themes) to learn how to add profile information by using our WordPress functions in your theme's code.
# Build a simple WordPress website
Source: https://memberful.com/docs/wordpress-plugin/setup/simple-wordpress-website
Build a simple WordPress site with the Memberful plugin to sell memberships and restrict content. Walk through setup from install to your first members post.
In this help article, we'll show you how to create a simple WordPress website. Once you've set up a strong foundation, [you can add the Memberful WordPress plugin](/docs/overview/setup-guides/wordpress-membership-site/) to your site to sell memberships to your audience and restrict content for members only.
Looking for an alternative to WordPress? With Memberful's in-house member website, you can seamlessly integrate members-only emails, exclusive content, and enticing teasers for visitors — all in one place while elevating your unique voice and messaging. [Learn more →](/docs/overview/setup-guides/hosted-member-site/)
Some terms you should be familiar with:
* **WordPress.org** is software you use to create a website; hosting is not included.
* **WordPress.com** is a commercial company that uses the WordPress.org software, but provides hosting. [Memberful only works with the Creator plan or higher.](https://wordpress.com/pricing)
* **A domain name** is your website's address.
* **Web hosting** is a service that stores your website on the internet.
* **SSL** establishes an encrypted link between your website and a web browser to ensure data passed between them remains private.
* **A theme** is a template you add to your site to set the design and layout.
* **Plugins** let you add features and functions to your site that don't come built in.
## Choose reliable, managed WordPress hosting
WordPress.org is a free website building platform. It's the **house** for all your content. Once you build your website, you need to make it available for people to access on the web; this is accomplished through hosting providers. Hosting is the **street** where your website lives.
Having reliable, managed hosting is important. If you're running a business, you can't afford for your site to go down for a few hours or for pages to load slowly.
[Choose a hosting provider](/docs/wordpress-plugin/setup/wordpress-hosting-providers/) that offers one-click WordPress installation. [Siteground](https://www.siteground.com/wordpress-hosting.htm) is a good option for smaller sites. After you sign up for a hosting plan, your host will take you through a few steps to set up your website.
## Register your domain name
Your domain name is like your site's **home address** (e.g. `https://yoursite.com`). You need a domain name so people can access your website by typing your address into their browser's URL bar. Choosing the right name is important, so [give it some thought.](http://www.wpbeginner.com/beginners-guide/tips-and-tools-to-pick-the-best-domain-for-your-blog/)
To keep it simple, choose a host that includes domain names with their plans or [sells domain names for an annual fee](https://www.siteground.com/domain_names.php#tab-1). Alternatively, you can buy a domain name from a company such as [Hover.com](https://www.hover.com/) or [Namecheap.com,](https://www.namecheap.com/) and then transfer it to your host. Don't forget to renew your name before the end of your term (yearly or other) so your domain name registrar doesn't put it back up for sale.
## Install an SSL certificate on your site
SSL establishes an encrypted link between your website and a web browser to ensure data passed between them remains private. You'll know a website has an SSL certificate when the web address starts with http**s**:// instead of http\:// ("s" stands for secure).
Think of SSL as an **alarm system** for your website: When a customer makes a purchase through your site, SSL keeps their personal information protected.
[Let's Encrypt](https://letsencrypt.org/) is a free, high-quality SSL certificate. All our [recommended WordPress hosting providers](/docs/wordpress-plugin/setup/wordpress-hosting-providers/) support easy SSL certificate installation.
## Install a theme on your site
A WordPress theme is a template you add to your website to set the design and layout. Themes are the **decorative aspects** of your website akin to the paint color in your living room. [There are many free and paid themes to choose from.](https://www.wpbeginner.com/showcase/best-wordpress-themes-for-membership-sites/)
To install your theme, go to *Appearance → Themes* from the sidebar in your WordPress dashboard, and click **Add New.** Search for your theme and click **Install.**
![Install a theme]()
Like the paint color on your living room walls, themes aren't permanent. You can change your theme without impacting the pages, posts, and content on your site.
## Set up your pages, posts, and menu
With WordPress, you can create pages and posts for all your content. [Pages and posts](http://www.wpbeginner.com/beginners-guide/what-is-the-difference-between-posts-vs-pages-in-wordpress/) are like the **rooms** in your house.
* **Pages** should be used for static information. Some common website pages are Home, About, Services, and Contact us.
* **Posts** should be used for dynamic content, like a newly written blog post. Unlike pages, posts can be categorized.
**To add a page,** go to Pages from your WordPress dashboard and click **Add New.** This will open a WordPress editor, where you can build your page with text, images, and more. Click **Update** to save your work.
![Edit a page]()
**To add a post,** go to Posts from your WordPress dashboard and click **Add New.** Add your content, [categorize your post](http://www.wpbeginner.com/glossary/category/), and then click **Update** to save your work.
To add your pages or categorized posts to the navigation bar, go to *Appearance → Menus* from your WordPress dashboard. Click the checkbox next to the pages and categories you want to add to your menu, and then click **Add to Menu.** Rearrange the menu items if required and click **Save Menu.**
![Create a menu]()
## Customize and tweak your site
There are a few settings you'll want to tweak to further customize your site. It's like adding **a welcome mat and a few potted plants to your house.**
You'll want to:
* [Set up a static homepage;](https://www.wpbeginner.com/wp-themes/how-to-create-a-custom-homepage-in-wordpress/) most WordPress themes show your most recent blog post as your front page, which is not always ideal. (*Settings → Reading)*
* [Change your website's title, tagline, and time zone.](https://www.wpbeginner.com/glossary/settings/) (*Settings → General)*
* [Add a favicon](https://www.wpbeginner.com/wp-tutorials/how-to-add-a-favicon-to-your-wordpress-blog/) which is an icon associated with your site. (*Appearance → Customize → Site identity*)
* [Enable Permalinks](https://www.wpbeginner.com/glossary/permalinks/) to show the page title in the web address instead of a random string of letters, numbers, and characters. *(Settings → Permalinks → Permalink Settings)*
## Install key plugins
Now it's time to [install a few key plugins](http://www.wpbeginner.com/glossary/plugin/) to enhance your site's functionality. Plugins let you add features and functions to your WordPress site that don't come built in. This is like adding a **surround sound system** to your home.
To add a plugin to your site, go to Plugins from your WordPress dashboard and click **Add New.**
Keep in mind that WordPress and the third-party plugin developers will make bug fixes, add new features, and release security updates periodically. You must [update your WordPress site and plugins](http://www.wpbeginner.com/beginners-guide/how-to-properly-update-wordpress-plugins-step-by-step/) as soon as the updates are released so that you're running the latest, safest versions. Many managed WordPress hosts automatically update WordPress for you.
![Add a plugin]()
You now have a simple, yet powerful, WordPress website up and running. The next step is to [integrate Memberful](/docs/overview/setup-guides/wordpress-membership-site/) so you can start selling memberships to your audience.
# Use a staging or development environment
Source: https://memberful.com/docs/wordpress-plugin/setup/use-a-staging-site
Use a WordPress staging or development site to test changes to your Memberful membership website before deploying them to your live production site.
Staging sites and development environments are clones of your live website. They enable you to make and test changes before they go into production and are visible on the live site.
In this help article, we'll cover how to use a staging site or development environment with Memberful.
## Use a staging site or development environment
Memberful can be used with a staging site or development environment, but these websites must not be password-protected (e.g. it must be publicly accessible to anyone who has the URL). If your staging site requires a password to access it, you'll need to remove the password requirement and [disconnect / reconnect the plugin.](/docs/wordpress-plugin/troubleshooting/disconnect-reconnect-plugin/)
## Use a live site and a staging site or development environment
Only one website can be linked to a single Memberful account. If you have a staging site or a development environment, as well as a live site, we recommend that you set up a **second Memberful account for your staging site** and [leave it permanently in test mode](/docs/overview/getting-started/make-test-purchases/).
## Move from a staging site to a live site
When you connect the Memberful WordPress plugin on your staging site to your Memberful account, Memberful stores the location of your site so that we can automatically and continually sync subscription data to the WordPress user.
After you move to your live site, [disconnect/reconnect the plugin](/docs/wordpress-plugin/troubleshooting/disconnect-reconnect-plugin/) so your Memberful account knows where the new site is located and [update your redirect settings](/docs/configuration/other-settings/configure-redirect-settings/) to reflect any changes to the URLs.
When you "go live" and [connect Stripe,](/docs/account-management/modes/manage-your-account-in-test-mode/#connect-to-stripe-and-go-live) we'll purge all your Memberful test members and orders. At this point, we suggest that you delete any test users from your WordPress site.
# WordPress hosting providers
Source: https://memberful.com/docs/wordpress-plugin/setup/wordpress-hosting-providers
Pick a WordPress hosting provider that works well with the Memberful plugin. See recommended managed hosts and what to look for in a membership site host.
Reliable WordPress managed hosting is key to maintaining a secure, high-performing site. It minimizes technical issues and ensures members always have access to your content.
In this help article, we'll explore WordPress hosting providers that work well with Memberful.
## Choose a hosting provider
**If you care about high-touch, human support:**
* [BigScoots](https://www.bigscoots.com/memberful/) 🏅 *Trusted partner*
* [Deep Roots Hosting](https://dprts.link/memberful)
**Other options:**
* [Flywheel](https://getflywheel.com)
* [Rocket](https://rocket.net/)
* [SiteGround](https://www.siteground.com/wordpress-hosting.htm)
* [WP Engine](https://wpengine.com)
Bluehost, GoDaddy, Dreamhost, and EasyWP by Namecheap are not compatible with Memberful. Contact us if you need help choosing another hosting provider.
## Add a custom cache exception
We sign members in at a custom URL. Some hosting providers will ignore cookies set by our custom URL so that we won't sign members in. [Learn more about adding a custom cache exception for Memberful.](https://memberful.com/docs/wordpress-plugin/troubleshooting/wordpress-troubleshooting#my-members-can%E2%80%99t-access-my-protected-content)
## Install an SSL certificate (recommended)
After you choose a WordPress host, [we strongly recommend enabling SSL](/docs/wordpress-plugin/setup/enable-ssl/) on your WordPress website. All of our recommended hosting providers have easy installation and support for SSL.
# Disconnect or reconnect plugin
Source: https://memberful.com/docs/wordpress-plugin/troubleshooting/disconnect-reconnect-plugin
Disconnect and reconnect the Memberful WordPress plugin to fix syncing or sign-in issues and restore the connection between your site and Memberful.
If you're having trouble with the Memberful WordPress plugin — like sync errors, sign-in issues, or problems viewing restricted content — reconnecting the plugin can often resolve them.
In this help article, we'll cover when to disconnect or reconnect the plugin, what happens during the process, and how to complete it step-by-step.
## When should I disconnect/reconnect the plugin?
You may need to disconnect and reconnect the plugin in these cases:
* When you move from a [staging site](/docs/wordpress-plugin/setup/use-a-staging-site/) to a live site
* If you notice a syncing issue between your site and Memberful
* If you have problems signing in and/or viewing restricted content
* After you install an [SSL certificate](/docs/wordpress-plugin/setup/enable-ssl/) on your site
* After you complete the process of [setting up a custom domain](/docs/configuration/branding/set-up-a-custom-domain/)
* When you're working on a new site that is password protected (we'll notify you by email)
## Is it safe to disconnect the plugin? Will I lose member data?
Yes, it's safe to disconnect the plugin. You won't lose any member data — it's all stored on Memberful's servers. Disconnecting can even resolve sync issues by forcing Memberful to resend data to WordPress. Once reconnected, your settings remain intact and your installation will be refreshed and synced. The process only takes a few minutes.
## Will there be any downtime?
There won't be any downtime on your website, and Memberful purchase links will continue to work. Sign-in and account management links, however, won't function until you reconnect the plugin. If you follow this article, the process takes less than a minute and your site will be back to normal quickly.
## How do I disconnect/reconnect the plugin?
You'll need to disconnect the plugin from **both** your Memberful dashboard and your WordPress dashboard to ensure a clean reconnect.
1. In your Memberful dashboard, go to *Website → External website,* then click **Disable/reset WordPress connection.**
2. Click **I'm using WordPress** and copy the registration key (ctrl/cmd + c).
3. In your WordPress dashboard, go to *Settings → Memberful* and click **Disconnect.**
4. Paste your registration key (ctrl/cmd + v) into the field and click **Connect to Memberful.**
![Disconnect/reconnect Plugin]()
# Fix WordPress connection problems
Source: https://memberful.com/docs/wordpress-plugin/troubleshooting/fix-wordpress-connection-problems
Fix WordPress connection problems when Memberful webhooks fail to sync member data. Diagnose the cause and restore reliable member access to your site.
Our WordPress plugin uses [webhooks](/docs/api-reference/webhooks/) to sync member data between your site and Memberful. Sometimes those webhooks fail to communicate with your site.
In this help article, we'll help you address your *Problem with your WordPress connection* email notification in a timely manner.
## Are you using a password-protected site?
Memberful does not work with password-protected websites (e.g. it must be publicly accessible to anyone who has the URL). If your website requires a password to access it, you'll need to remove the password requirement and [disconnect / reconnect the plugin.](/docs/wordpress-plugin/troubleshooting/disconnect-reconnect-plugin/)
## Are you using Cloudflare?
If you use Cloudflare's [Bot Fight Mode](https://developers.cloudflare.com/bots/get-started/free/) product, it may be affecting the deliverability of our webhooks, an essential part of the WordPress plugin. To restore the functionality of the plugin, you should [disable Bot Fight Mode.](https://developers.cloudflare.com/bots/get-started/free/#disable-bot-fight-mode) If you use the paid version, reach out to us and we can help you set up a rule to allow our webhook requests without disabling the entire product.
Additionally, Cloudflare's **Automatic Platform Optimization (APO)** can indirectly enable browser caching, which may interfere with plugin performance or webhook delivery. We recommend disabling APO to avoid these issues.
## What else might be causing the issue?
If our webhook messages don't receive a response from your server **within 15 seconds**, we will consider that a failed request. So as a first step, contact your WordPress hosting provider and ask them to investigate why webhooks are failing or taking too long on your site.
Let them know that the endpoint we try to access on your site is `/?memberful_endpoint=webhook`. They'll be able to investigate and hopefully correct the error. If they can't resolve the issue,
with the details of their investigation.
If you have access to your server logs, find the requests to `/?memberful_endpoint=webhook`—they might point you in the right direction.
# Fix theme and plugin conflicts
Source: https://memberful.com/docs/wordpress-plugin/troubleshooting/theme-and-plugin-compatibility
Fix theme and plugin conflicts that affect the Memberful WordPress plugin. Identify the source of the conflict and restore a seamless member experience.
While Memberful is broadly compatible across WordPress, some themes or plugins may conflict and cause issues with how your site functions. This article highlights known incompatibilities, including issues with Wordfence, the Advanced Custom Fields (ACF) plugin, and the Memberoni theme.
In this help article, we'll cover which WordPress themes, page builders, and plugins may not work well with Memberful, and what to do if you encounter compatibility problems.
## Known incompatible themes and page builders
Most WordPress themes and page builders work with Memberful as long as they display post and page content using the [default WordPress content function](https://developer.wordpress.org/reference/functions/the_content/). If that function isn't used, the Memberful WordPress plugin won't work properly.
* Avia
* BuddyBoss
* Oxygen
* SiteOrigin
* Thrive
* Themify
* Uncode
Even if a theme isn't compatible with Memberful, you can usually make specific pages "theme-less" so that they can work with the plugin. These pages may look or behave differently from the rest of your site. Setting this up might require some development work depending on the theme, though some, like Elementor, have this feature built in.
## Known incompatible plugins
* Google Captcha
* Sucuri Security
## Using the ACF plugin or Memberoni theme
You can use the [Restrict Access tool](/docs/wordpress-plugin/protect-content/restrict-access-to-a-single-post/) and `memberful_can_user_access_post()` function in your template file to check whether a user has access to a post. Based on that, you can decide whether to display custom content.
```php theme={null}
if(memberful_can_user_access_post(get_current_user_id(), $post->ID)) {
// show content
} else {
// show something else
}
```
## Using the Wordfence plugin
If you're using Wordfence, you might run into some issues with Memberful, although there are ways to make it work properly.
Here are some issues that occur when using Wordfence:
* Your members see a message that says “Your access to this site has been temporarily limited by the site owner”.
* You receive a "Problem with your WordPress connection" email (although this can happen for other reasons).
Here are two suggestions from the [Wordfence support forum](https://wordpress.org/support/topic/wordfence-blocking-api-requests/), which may help:
* Highlight one of the blocked requests in the live activity log and flag it as safe.
* Switch to the Learning Mode and test the endpoint: The firewall will "learn" this pattern and stop blocking it.
If that doesn't help, reach out to us and we'll do our best to assist.
# WordPress troubleshooting
Source: https://memberful.com/docs/wordpress-plugin/troubleshooting/wordpress-troubleshooting
Troubleshoot common issues with the Memberful WordPress plugin so you can catch and fix problems before they affect member sign-in, access, or billing.
In this help article, we'll describe common problems you may encounter when using the Memberful WordPress plugin and how to solve them.
## None of my members are able to sign in
If all of your members are having trouble signing in, or if they're constantly being asked to sign in again, your server might be blocking Memberful's cookies. The plugin requires these cookies to work.
Memberful's plugin comes with a button to test if your server is blocking Memberful's cookies. To run this test, in your WordPress dashboard, go to **Settings → Memberful → Cookies Test** and click **Run Cookies Test**.
![Run Cookies Test]()
If you see a message that says "Cookies test passed! Everything should work as expected", then your server is not blocking Memberful's cookies.
## A member is stuck in a sign-in loop
If most of your members can sign in successfully but one member reports being prompted to sign in repeatedly, their browser may be blocking third-party cookies. Memberful requires third-party cookies to work.
The most likely culprit is using the browser's Private or Incognito mode since those often block third-party cookies by default. Some browsers, like Brave, block third-party cookies by default. There are also browser extensions/add-ons that block third-party cookies.
These blocks can be disabled in most cases, but you'll need to work with the member to find out how to do that in their specific browser. The first step would be to ensure they're not using Private or Incognito mode. If that doesn't fix the issue, ask them to try a different browser or device, or disable their browser extensions until you find the culprit. Then look for a way to disable the third-party cookie block.
## The Memberful plugin isn't protecting my content
Make sure that your theme and page builder are [compatible with Memberful.](/docs/wordpress-plugin/troubleshooting/theme-and-plugin-compatibility/)
## My members can't access my protected content
This is generally caused by a caching issue. Some of the symptoms of a caching issue could include:
* After signing in, the member is still not able to access protected content until they refresh the page.
* After signing in, the member is still not seeing updated menu links reflecting that they're signed in until they refresh the page (e.g. they're still seeing the "Sign in" link instead of the "Account" and "Sign out" links).
* Members report that they are able to access some protected content posts but not others.
#### A brief explanation on why this happens
As part of the sign-in process, Memberful will load URLs with a `memberful_endpoint` query string, and we'll need to make sure that ANY URL that contains that query string won't get cached.
So in practice, this means that all of these URLs would need to be exempt from caching:
* `https://YOURSITE.com/?memberful_endpoint`
* `https://YOURSITE.com/contact-us/?memberful_endpoint`
* `https://YOURSITE.com/category/business/?memberful_endpoint`
* `https://YOURSITE.com/2023/05/02/update-google-analytics/?memberful_endpoint`
* etc...
All of these URLs can continue to be cached, though:
* `https://YOURSITE.com/`
* `https://YOURSITE.com/contact-us/`
* `https://YOURSITE.com/category/business/`
* `https://YOURSITE.com/2023/05/02/update-google-analytics/`
* etc...
We also need to account for trailing slashes and for other query parameters that might be in the URL (such as UTM parameters for analytics or ad tracking), for example:
`https://YOURSITE.com/?utm_campaign=ads&memberful_endpoint&utm_source=fb`
Because of this, we can't add a single URL to the cache exception. We need to add a pattern that matches all of the possible URLs containing `memberful_endpoint`.
#### How to solve caching issues
The only way to solve any caching issues is to set up a cache exception with this exact criteria:
**"Any URL that contains memberful\_endpoint anywhere in the URL"**
Set this up in all caching systems on your website. This includes caching plugins you have installed and caching systems that your hosting provider might have set up for you.
The latter is the most common culprit. You might not even be aware that your hosting provider is caching your website, so reach out and ask them if they are.
Here are some instructions on how to set up the cache exception with common hosting providers that apply caching:
* If you're hosting with Kinsta, ask their support team to bypass caching whenever the query string contains `memberful_endpoint`. They can add the following Nginx rule:
```nginx theme={null}
if ($query_string ~* "memberful_endpoint") {
set $skip_cache 1;
}
```
This bypasses caching for URLs containing `memberful_endpoint`, including when other query parameters appear before or after it. URLs that only contain tracking parameters, such as UTM parameters, can continue to be cached.
* If you're hosting with **Flywheel**, ask them to whitelist `?memberful_endpoint` and add `memberful_endpoint` as a cookie-keeping path.
* If you're hosting with **SiteGround**, you can add the custom cache exception via the [SG Optimizer plugin](https://www.siteground.com/tutorials/wordpress/sg-optimizer/supercacher/).
![Siteground settings]()
* If you're hosting with **Rocket**, ask them to bypass caching for any URL containing `memberful_endpoint` and whitelist the following cookies:
* `__cf_bm`
* `memberful_session`
* `member_referrer`
* `remember_member_token`
* `third_party_cookie_supported`
* `wordpress_logged_in_`
* `memberful_cookie_test`
* If you're hosting with **Pair**, you'll need to disable Varnish caching which can only be done if you have a VPS-level account or an Apache-based server.
* If you're hosting with **HostPresto**, ask them to bypass Varnish caching on URLs with the query string `memberful_endpoint` and configure Varnish to allow URLs with the query string `memberful_endpoint` to set cookies.
* If you're hosting with **Pantheon**, you'll need to [disable caching on specific pages](https://pantheon.io/docs/cache-control#exclude-specific-pages-from-caching). Make sure to update the regex patterns they list so that they match the pages you don't want to cache.
```text theme={null}
$regex_path_patterns = array(
'#memberful_endpoint#',
);
```
**Hosting with Bluehost, Dreamhost, GoDaddy, or EasyWP by Namecheap?**
We've found that these hosting providers can't configure this type of cache exception. or consider using a [different hosting provider](https://memberful.com/docs/wordpress-plugin/setup/wordpress-hosting-providers).
## My member was redirected to a WordPress form
After integrating with Memberful, we recommend that you delete your users from WordPress. (We will recreate the users.) If you don't delete the users, we will ask them to sign in with their existing WordPress credentials via the WordPress form so we can sync their WordPress / Memberful accounts.
![We found an existing account]()
Be careful not to accidentally delete WordPress admins.
## The sign-in link in my comments section isn't working
After integrating with Memberful, we recommend that you update any member account management links in your theme, content, and plugins.
The most common example of this is the sign-in link in your comments section. [Update these links.](/docs/wordpress-plugin/setup/member-account-links/#update-links-in-your-theme-content-and-plugins)
## Memberful OAuth error
*We had a problem signing you in, please try again later or contact the site admin. memberful\_oauth\_error*
If a member reports the error above, it means we couldn't communicate with your WordPress site. [Disconnect / reconnect the plugin](/docs/wordpress-plugin/troubleshooting/disconnect-reconnect-plugin/) and then contact us if that doesn't resolve the issue.
## Could not create the Memberful mapping table
*Could not create the Memberful mapping table*
If you get the error above, it means when you cleaned up your WordPress database, you didn't remove Memberful's mapping table. To resolve this error, manually delete table wp\_memberful\_mapping from your database (assuming that your database table prefix is wp\_) and reactivate the plugin. [You can even use a plugin like Advanced Database Cleaner](https://en-ca.wordpress.org/plugins/advanced-database-cleaner/) to help you track it down. Alternatively, you can ask your hosting provider for help.
## Parse error: syntax error, unexpected
*Parse error: syntax error, unexpected '?' in /home1/craftmba/public\_html/tractionable/wp-content/plugins/memberful-wp/src/shortcodes.php on line 132*
If you get the error above, your server is likely using an unsupported version of PHP (the language WordPress runs on). Our latest plugin update uses a feature that was added to PHP in version 7 (over 4 years ago), and older versions no longer get security updates. For this reason, PHP creators and WordPress consider them "end of life" and [unsafe to use.](https://wordpress.org/about/requirements/)
To resolve this error, ask your hosting provider to update you to a recent version of PHP. This will get the plugin working and secure your site. If this isn't possible, you can manually [download an older version of the Memberful plugin.](https://wordpress.org/plugins/memberful-wp/advanced/) (Version 10.5.2 should work.)