How to configure WP Full Stripe Members

Introduction

WP Full Stripe Members is a fully featured membership add-on for WP Full Stripe that allows you to create protected content that only subscribed members are allowed to view.

Multiple membership tiers are available so you can offer different levels of membership, each one tied to a different subscription plan. Members have their own ‘My Account’ page that allows them to update credit card details, change their membership plan, and cancel their account.

This article explains how WP Full Stripe Members works, and how you can install and configure it.

Installation

You can install WP Full Stripe Members in the same way you’d install WP Full Stripe.

If you purchased on our website then Installing WP Full Stripe is the way to go, and if you purchased on Envato then Installing WP Full Stripe (Envato) will explain the procedure.

Sign-up flow

Prospects sign up on WP Full Stripe subscriptions forms.

The sign-up flow looks like this:

1. Prospect selects a subscription plan, and submits the subscription form.
2. WP Full Stripe creates a subscription and customer in Stripe.
3. WP Full Stripe Members performs some steps (if plan is assigned to membership level):
   3a) Creates a Wordpress user.
   3b) Adds “Subscriber” and membership roles to the Wordpress user.
   3d) Creates a member which ties together WP user, Stripe customer and subscription.
   3d) Sends email to Subscriber with the login credentials (user, password).
4. WP Full Stripe displays a success message to Subscriber.

Please refer to the “Configuring WP Full Stripe and WP Full Stripe Members” section below to configure both plugins.

My Account flow

The ‘My Account’ page allows members to update credit card details, change their membership plan, and cancel their account.

The ‘My Account’ flow looks like this:

1. Member visits the page where the ‘My Account’ pane is embedded.
2. Depending on the logged in status and roles of the Wordpress user, either:
   2a) The ‘My Account’ pane with its services is displayed to the member
   2b) The ‘You are not a member of this website.’ message is displayed.

Please refer to “Configuring the ‘My Account’ page” below to configure the self-service page for members.

Configuring WP Full Stripe and WP Full Stripe Members

1. Create subscription plans

Create your subscription plans on the ‘Full Stripe / Subscriptions / Subscription Plans’ page in WP admin.

For the sake of demonstration, we’ve created three plans (Bronze, Silver, Gold):

2. Create a subscription form

Create an inline or checkout subscription form on the ‘Full Stripe / Subscriptions / Subscription Forms’ page in WP admin.

Make sure to check the plans the form will offer to customers:

3. Embed the subscription form into a page

Get the form shortcode, and insert it into a page:

4. Assign subscription plans to membership levels

If subscribing to a plan should create a member then you have to assign the plan to a membership level.

You can assign subscription plans to membership levels on the ‘Full Stripe / Members / Roles’ page in WP admin:

Important notes:

• Only plans assigned to a membership level will trigger creating members upon subscription.
• Only one plan can be assigned to a membership level.
  (We plan to relax this limitation in a coming release)
• The membership levels are fixed, you cannot add new ones in the UI.
  (Contact us if you’d like to add new membership levels by modifying the code)
• There is no need to configure all membership levels, just leave the unused ones as ‘Not used’.

5. Customize the email template sent with login credentials

WP Full Stripe Members sends a registration email with login credentials to new members.

You can customize the email template on the ‘Full Stripe / Settings / Email Notifications’ page in WP admin:

Important notes:

• You can use the following members-specific placeholders in the email template:
  %USERNAME% - The user name of the member (it’s the email address specified on the subscription form)
  %PASSWORD% - The generated password
• For more placeholder tokens, please refer to the Using placeholder tokens knowledge base article.

Configuring the ‘My Account’ page

Insert the [wpfs_members_account] shortcode into a page or post you’d like to turn into the ‘My Account’ page:

Configuring your protected content

In order to protect a page or post, you must tell WP Full Stripe Members that the content is subscriber only, and also that it’s available to a membership level and beyond.

You can configure content visibility by editing the article, and configuring it on the ‘WPFSM Members’ pane:

Important notes:

• For users not having sufficient permissions to view the content a HTTP 404 is displayed.
  (It’s possible display the login page, and redirect to a page if the user has unsufficient permissions. Contact us if you’d like to modify the code)