How to Create a New Member Plan
Tutorial

How to Create a New Member Plan

Follow the steps found in this tutorial to create a new member plan and to connect it to a subscription form. 

There are two steps to creating a subscription plan for members to join:

  1. Setup the new member plan. The plan type options include:
         1A. Standard Recurring
         1B. Standard Non-Recurring
         1C. Business Recurring
         1D. Business Non-Recurring

  2. Connect that plan to a subscription form using the Subscription Form Generator.

**It is very important that you do not alter an existing plan if there are any members subscribed to that plan.

 

Setup the New Member Plan

Click on each tab for more information about each step to take.

Standard Recurring Member Plan

Use the instructions below to create a member plan for individual subscriptions which will automatically bill per a set time period.

 

Click on each section to expand for further information.

1. From under 'Master Settings' choose 'Edit Member Plans'

From under 'Master Settings' choose 'Edit Member Plans'

 

Edit Member Plans
2. From the drop down menu choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

From the drop down menu

Choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

 

How to Create a New Member Plan
3. Set the Plan Name and Standard Recurring Billing

Set the Plan Name and a Standard Recurring Membership

Let's set up an example member plan that has a $19.00 fee per month automatically charged with a $11.00 trial fee for the first month.

 

How to Create a New Member Plan

 

 

A. Plan Description

It's probably best to name this something descriptive so that you can easily find and understand it's rates at a later date. For example - $19 Month/$11 Intro. This text is just for reference, so name it something that makes sense to you.

 

 

B. Plan Type

Choose 'Standard' from the drop down menu. Standard is a regular membership for individuals. 

 

 

C. Recurring Billing

Select 'Yes, Recurring Billing' from the drop down menu. Recurring Billing means the software will automtically process billing and payments for your members in customizable time periods. 

 

D. Plan Select Code

This is an optional field, and can be used for reporting purposes if you would like to group specific member plans together in reports.

4. Set the Amount to be Charged and How Long the Subscription Lasts

Set the Amount to be Charged and How Long the Subscription Lasts

The next 4 fields set the amount to be charged and how long the subscription lasts. For a recurring plan, the amount of days set is when the next fee will be incurred.

 

How to Create a New Member Plan

 

 

E. Plan Fee

Enter the amount the plan will cost per subscription period. For a recurring plan, this will be the fee incurred each recurring period. This amount can be entered without a currency symbol, and should be in decimal form.

 

 

F. Plan Length in Days

Enter the amount of days for the billing period. For a recurring plan, this will be the amount of days for each recurring period. If it is a monthly plan, this number should be set to 30 or 31, or a yearly plan can be set at 365. At the end of the period, the member will automatically be charged again. 

 

 

G. Trial Price

This is an optional field and is only necessary if there will be a trial period or introductory price. This can only be used for recurring member plans. Enter in the amount that should be charged on day one of the trial or introductory period. If the pricing acts like a registration fee ($49 one time fee plus $5 month, include that monthly fee in the Trial Price as well. In this case the Trial Price would be set as $54). This amount can be entered without a currency symbol, and should be in decimal form.

A free trial period is set at 0.00.

 

 

H. Plan Trial/Intro Days

This is the amount of days set for the trial period. After this set number of days, the regular plan fee will be incurred. As in our example above, the trial period is one month, so the amount of days is set as 30.

5. Set Taxable Subscription, Download Access and Ability for Existing Members to Subscribe to a Trial Period

Set Taxable Subscription, Download Access and Ability for Existing Members to Subscribe to a Trial Period

 

How to Create a New Member Plan

 

 

I. Charge Tax on Subscriptions

Set the drop down box to 'No' to not charge taxes on subscription fees. Set it to 'yes' to charge taxes on subscription fees collected. Follow the steps in this tutorial to set up the subscription tax information.  There are many rules on taxes. Please contact your accountant for more information. 

 

 

J. Allow trial members to access downloads?

You may not want members who are currently in their trial period to access your download files that have been uploaded to the Download Library. Check the box if you would like to give them access. Uncheck the box to disallow your trial members access to the downloads.

 

 

K. Allow Existing Members to Subscribe to the Trial

An existing member is anyone who has an existing email address and username in the database. Select 'yes' to allow a member to be able to subscribe to the trial. Select 'no' if you do not want them to subscribe to the trial. When set to 'no' an existing member who subscribes to this plan will be charged the 'plan price' right away. Setting this to 'no' might be appropropriate for a plan that might be a free trial for x number of days for example.

Setting this drop down to 'Yes, if Renewing from a Different Plan' will allow everyone to incur the trial price during their very first purchase. If however, a member on this plan renews (for example, if they have a billing failure) they would only be charged the plan price. 

 

 

6. Set Bonus Days, Points and Affiliate Commissions

Set Bonus Days, Points and Affiliate Commissions

These fields are all OPTIONAL

 

 

 

L. Bonus Days to Apply to Subscriber

If existing members refer a new member, bonus days beyond those set in the plan can automatically be given to the new member. See this Bonus Days tutorial for more information about the referral option.

 

 

M. Bonus Days to Apply to Member Referrer

If existing members refer a new member, bonus days can be added to cycle of the existing members before they are charged their next recurring fee. See this Bonus Days tutorial for more information about the referral option.

 

 

N. Forum Points per Billing Cycle

If using the point system, this amount of points can be added to the members total points each time a new recurring fee is incurred.

 

 

O. Affiliate Commission?

If there are affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field. 

 

 

P. Super Affiliate Commission (optional)

If there are super affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field.

7. Customize Your Email Messages

Customize Your Email Messages

 

Welcome Message

This is the email a NEW member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the animated instructions below to find how to use the variables drop down menu to find the correct placeholder for your message.

The email messages can be sent as text only, or can be HTML formatted.

 

 

 

 

Renewal Message

This is the email an EXISTING member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the graphic above for visual instructions on adding the variables.

The email messages can be sent as text only, or can be HTML formatted.

 

 

8. Set the Pages to Which the New Member Will be Redirected

Set the Pages to Which the New Member Will be Redirected

 

 

 

Q. New Member Welcome Page

After submitting the subscription form, a new member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the new member to see. The content page should be a public page and can be added to the 'work pages' department. Content Page 6 is a generic page that has been set up for this use, but any content page can be used.

 

 

R. Renewal Welcome Page

After submitting the subscription form, an existing member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the existing member to see after renewing. The content page should be a public page and can be added to the 'work pages' department. Content Page 6 is a generic page that has been set up for this use, but any content page can be used. A different page than the new member welcome page can be used as well - this allows you to customize the page to welcome back your existing members)

 

 

S. Custom Renewal Page for this Member Plan

When an expired member tries to login to the site, set the software to automatically redirect the user to a subscription form. Enter the content page number for the subscription form (or any content page - could be a sales page). This page should be a public page and can be added to the 'work pages' department. If this custom renewal field is set as page 23, the expired user will automatically be redirected to a prefilled subscription form. They just have to enter their credit card details, and they will be renewed into the same plan that they are currently a member.

The subscription form will be pre-filled with the member's details for easy renewal.

 

 

T. Custom Members Home Page for this Member Plan (optional)

Enter the URL if you would like members of this plan to have a members home page that is DIFFERENT than the members portal page. Upon logging in through the Login Page, a member will automatically be redirected to this custom members home page.

9. Account Expiration and Cancellation Email Messages

Account Expiration and Cancellation Email Messages

Automatic email messages will be sent to your members when certain conditions are met. These email messages can be customized for each member plan. Instructions for using variables in these email messages can be found in part 7 of this tutorial.

 

 

Account Expiration Message

When the expiration date of the member's credit card is about to expire, they are sent an email with information that their membership could have a billing failure and they would lose access to the site. This message could include a link to the credit card update page in the 'Your Account' department. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

Cancellation Message

Optional - When a member cancels their memberships, a generic email is delivered to them with information about the cancellation. If you would like to send members of this plan a custom message, the message can be included in this field. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

Credit Card Billing Failure Message (and 7 and 21 day failures)

Optional - When a recurring member has a billing failure, they will receive a generic message with details or if their is a custom message in 'edit site descriptions', they will receive that message. If you would like members of this plan to have a different custom message, enter it in these fields.

10. Set Up Your Autoresponder

Set Up Your Autoresponder

 

 

 

U. List Server Sign Up Code

When a new member subscribes, their name and email address can automatically be sent to your email marketing list.

 

Aweber Users:
If you are using Aweber select the Aweber tab and select the list from the drop down menu. This is assuming that you have connected to the Aweber API. If you have not, please follow the instructions found here: Connect to Aweber API

 

Infusionsoft Users
If you have connected to Infusionsoft, click that tab and choose your tags and action sets from those boxes. If you have not connected to Infusionsoft yet, please see this tutorial: Connect to Infusionsoft

 

MailChimp Users
If you are using MailChimp, select the MailChimp tab and select the list from the drop down menu. This is assuming that you have connected to MailChimp API. If you have not, please follow the instructions found here: Connect to MailChimp API

 

Other Autorresponder Users
If you are using another email marketing list provider and you have the email parser code, the raw code can be pasted into the standard box.

 

 

V. List Server Recurring Billing Code

It is also possible to change the list that a member is on when the recurring billing process is run. If you would like to update the member's list, follow the same instructions in part U.

 

 

W. List Server Cancel Code

When a member cancels, they can automatically be removed from the marketing list or moved to a different list. Choose 'Unsubscribe' to remove them from their existing list. Choose 'subscribe' to remove them from their existing list and add them to a new list. Choose the new list from the drop down menu.

 

 

X. Run List Server Cancel Code when?

Choose at which point you would like the member to change their list server subscription. Should the cancel code run when the member goes 'inactive', 'cancels' or is 'deleted' from the system?

11. Press the 'Add this Member Plan' button when completed.

Press the 'Add this Member Plan' button

Press the 'Add this Member Plan' button

 

12. Add the Member Plan to Your Subscription Form

Once that has been completed, the subscription form can be created using the Subscription Form Generator

 

 

Standard Non-Recurring Member Plan

Use the instructions below to create a member plan for individual subscriptions for a one time payment that allows access for a set time period.

 

Click on each section to expand for further information.

1. From under 'Master Settings' choose 'Edit Member Plans'

From under 'Master Settings' choose 'Edit Member Plans'

 

Edit Member Plans
2. From the drop down menu choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

From the drop down menu

Choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

 

How to Create a New Member Plan
3. Set the Plan Name and Standard Non-Recurring Billing

Set the Plan Name and Standard Non-Recurring Billing

Let's set up an example member plan that has a $79.00 fee per year. A member will have access for the full year, and then will have to manually renew their membership to continue their subscription benefits.

 

How to Create a New Member Plan

 

 

A. Plan Description

It's probably best to name this something descriptive so that you can easily find and understand it's rates at a later date. For example - $79 Per Year. This text is just for reference, so name it something that makes sense to you.

 

 

B. Plan Type

Choose 'Standard' from the drop down menu. Standard is a regular membership for individuals.

 

 

C. Recurring Billing

Select 'Not Recurring Billing' from the drop down menu. Non-recurring billing means the member will only pay a one time fee for the X amount of days (set in 'Plan Length in Days'). They will have to manually renew their account upon expiration.

 

 

D. Plan Select Code

This is an optional field, and can be used for reporting purposes if you would like to group specific member plans together in reports.

4. Set the Amount to be Charged and How Long the Subscription Lasts

Set the Amount to be Charged and How Long the Subscription Lasts

The next 2 fields set the amount to be charged and how long the subscription lasts. Since the plan is a non-recurring plan, the amount of days set is how long the subscription will last.

 

How to Create a New Member Plan

 

 

E. Plan Fee

Enter the amount the plan will cost per subscription period. Since this is a non-recurring plan, this will be the fee the member will pay for the entire subscription period. This amount can be entered without a currency symbol, and should be in decimal form.

 

 

F. Plan Length in Days

Enter the amount of days for the billing period. Since this is a non-recurring plan, this is the amount of days of the whole subscription. For example, a yearly non-recurring plan would be set for 365.

 

 

G. Charge Tax on Subscriptions

Set the drop down box to 'No' to not charge taxes on subscription fees. Set it to 'yes' to charge taxes on subscription fees collected. Follow the steps in this tutorial to set up the subscription tax information.  There are many rules on taxes. Please contact your accountant for more information. 

 

 

H. Forum Access

Access to forums can be restricted based on member plan. If you would like members of this plan to only access specific forums, click on the forums that the member should access. Hold the control key to select multiple forums.

 

 

5. Set Bonus Days, Points and Affiliate Commissions

Set Bonus Days, Points and Affiliate Commissions

These fields are all OPTIONAL

 

How to Create a New Member Plan

 

 

I. Bonus Days to Apply to Subscriber

If existing members refer a new member, bonus days beyond those set in the plan can automatically be given to the new member. See this Bonus Days tutorial for more information about the referral option.

 

 

J. Bonus Days to Apply to Member Referrer

If existing members refer a new member, bonus days can be added to cycle of the existing members before they are charged their next recurring fee. See this Bonus Days tutorial for more information about the referral option.

 

 

K. Forum Points per Billing Cycle

If using the point system, this amount of points can be added to the members total points each time a fee is incurred.

 

 

L. Affiliate Commission?

If there are affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field. 

 

 

M. Super Affiliate Commission (optional)

If there are super affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field.

6. Customize Your Email Messages

Customize Your Email Messages

 

Welcome Message

This is the email a NEW member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the animated instructions below to find how to use the variables drop down menu to find the correct placeholder for your message.

The email messages can be sent as text only, or can be HTML formatted.

 

 

 

 

Renewal Message

This is the email an EXISTING member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the graphic above for visual instructions on adding the variables.

The email messages can be sent as text only, or can be HTML formatted.

 

7. Set the Pages to Which the New Member Will be Redirected

Set the Pages to Which the New Member Will be Redirected

 

 

 

M. New Member Welcome Page

After submitting the subscription form, a new member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the new member to see. The content page should be a public page and can be added to the 'work pages' department. Content Page 6 is a generic page that has been set up for this use, but any content page can be used.

 

 

N. Renewal Welcome Page

After submitting the subscription form, an existing member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the existing member to see after renewing. The content page should be a public page and can be added to the 'work pages' department. Content Page 6 is a generic page that has been set up for this use, but any content page can be used. A different page than the new member welcome page can be used as well - this allows you to customize the page to welcome back your existing members)

 

 

O. Custom Renewal Page for this Member Plan

When an expired member tries to login to the site, set the software to automatically redirect the user to a subscription form. Enter the content page number for the subscription form (or any content page - could be a sales page). This page should be a public page and can be added to the 'work pages' department. If this custom renewal field is set as page 23, the expired user will automatically be redirected to a prefilled subscription form. They just have to enter their credit card details, and they will be renewed into the same plan that they are currently a member.

The subscription form will be pre-filled with the member's details for easy renewal.

 

 

P. Custom Members Home Page for this Member Plan (optional)

Enter the URL if you would like members of this plan to have a members home page that is DIFFERENT than the members portal page. Upon logging in through the Login Page, a member will automatically be redirected to this custom members home page.

8. Account Expiration and Cancellation Email Messages

Account Expiration and Cancellation Email Messages

Automatic email messages will be sent to your members when certain conditions are met. These email messages can be customized for each member plan. Instructions for using variables in these email messages can be found in part 6 of this tutorial.

 

 

Account Expiration Message

When the expiration date of the member's subscription term is about to expire, they are sent an email with information that their membership is due for renewal and they would lose access to the site. This message could include a link to the subscription form to renew. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

Cancellation Message

Optional - When a member cancels their memberships, a generic email is delivered to them with information about the cancellation. If you would like to send members of this plan a custom message, the message can be included in this field. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

9. Set Up Your Autoresponder

Set Up Your Autoresponder

 

 

 

Q. List Server Sign Up Code

When a new member subscribes, their name and email address can automatically be sent to your email marketing list.

 

AWeber Users:
If you are using AWeber select the AWeber tab and select the list from the drop down menu. This is assuming that you have connected to the AWeber API. If you have not, please follow the instructions found here: Connect to AWeber API

 

Infusionsoft Users
If you have connected to Infusionsoft, click that tab and choose your tags and action sets from those boxes. If you have not connected to Infusionsoft yet, please see this tutorial: Connect to Infusionsoft

 

MailChimp Users
If you are using MailChimp, select the MailChimp tab and select the list from the drop down menu. This is assuming that you have connected to MailChimp API. If you have not, please follow the instructions found here: Connect to MailChimp API

 

Other Autorresponder Users
If you are using another email marketing list provider and you have the email parser code, the raw code can be pasted into the standard box.

 

 

R. List Server Cancel Code

When a member cancels, they can automatically be removed from the marketing list or moved to a different list. Choose 'Unsubscribe' to remove them from their existing list. Choose 'subscribe' to remove them from their existing list and add them to a new list. Choose the new list from the drop down menu.

 

 

S. Run List Server Cancel Code when?

Choose at which point you would like the member to change their list server subscription. Should the cancel code run when the member goes 'inactive', 'cancels' or is 'deleted' from the system?

10. Press the 'Add this Member Plan' button when completed.

Press the 'Add this Member Plan' button

Press the 'Add this Member Plan' button

 

11. Add the Member Plan to Your Subscription Form

Once that has been completed, the subscription form can be created using the Subscription Form Generator

 

 

Business Recurring Member Plan

Use the instructions below to create a member plan for business or multi-member subscriptions which will automatically bill per a set time period.

Check out how Business Plans could benefit your website.

For a full tutorial on the Business Plan specs, please visit the Business Plan Tutorial Page.

 

Click on each section to expand for further information.

1. From under 'Master Settings' choose 'Edit Member Plans'

From under 'Master Settings' choose 'Edit Member Plans'

 

Edit Member Plans
2. From the drop down menu choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

From the drop down menu

Choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

 

How to Create a New Member Plan
3. Set the Plan Name and Business Recurring Billing

Set the Plan Name and a Business Recurring Membership

Let's set up an example business member plan that has a $19.00 fee per month automatically charged with a $11.00 trial fee for the first month.

 

How to Create a New Member Plan

 

 

A. Plan Description

It's probably best to name this something descriptive so that you can easily find and understand it's rates at a later date. For example - $19 Month/$11 Intro. This text is just for reference, so name it something that makes sense to you.

 

 

B. Plan Type

Choose 'Business' from the drop down menu. Business is a membership type for a group of sub-users under one parent membership account. 

 

 

C. Recurring Billing

Select 'Yes, Recurring Billing' from the drop down menu. Recurring Billing means the software will automtically process billing and payments for your parent account in customizable time periods. 

 

D. Plan Select Code

This is an optional field, and can be used for reporting purposes if you would like to group specific member plans together in reports.

4. Set the Amount to be Charged and How Long the Subscription Lasts

Set the Amount to be Charged and How Long the Subscription Lasts

The next 4 fields set the amount to be charged and how long the subscription lasts. For a recurring plan, the amount of days set is when the next fee will be incurred.

 

How to Create a New Member Plan

 

 

E. Plan Fee

Enter the amount the plan will cost per subscription period for the parent in the business plan. For a recurring plan, this will be the fee incurred each recurring period. This amount can be entered without a currency symbol, and should be in decimal form.

 

 

F. Plan Length in Days

Enter the amount of days for the billing period. For a recurring plan, this will be the amount of days for each recurring period. If it is a monthly plan, this number should be set to 30 or 31, or a yearly plan can be set at 365. At the end of the period, the business parent member will automatically be charged again. 

 

 

G. Trial Price

This is an optional field and is only necessary if there will be a trial period or introductory price. This can only be used for recurring member plans. Enter in the amount that should be charged on day one of the trial or introductory period. If the pricing acts like a registration fee ($49 one time fee plus $5 month, include that monthly fee in the Trial Price as well. In this case the Trial Price would be set as $54). This amount can be entered without a currency symbol, and should be in decimal form.

A free trial period is set at 0.00.

 

 

H. Plan Trial/Intro Days

This is the amount of days set for the trial period. After this set number of days, the regular plan fee will be incurred. As in our example above, the trial period is one month, so the amount of days is set as 30.

5. Set Taxable Subscription, Download Access and Ability for Existing Members to Subscribe to a Trial Period

Set Taxable Subscription, Download Access and Ability for Existing Members to Subscribe to a Trial Period

 

How to Create a New Member Plan

 

 

I. Charge Tax on Subscriptions

Set the drop down box to 'No' to not charge taxes on subscription fees. Set it to 'yes' to charge taxes on subscription fees collected. Follow the steps in this tutorial to set up the subscription tax information.  There are many rules on taxes. Please contact your accountant for more information. 

 

 

J. Allow trial members to access downloads?

You may not want members who are currently in their trial period to access your download files that have been uploaded to the Download Library. Check the box if you would like to give them access. Uncheck the box to disallow your trial members access to the downloads.

 

 

K. Allow Existing Members to Subscribe to the Trial

An existing member is anyone who has an existing email address and username in the database. Select 'yes' to allow a member to be able to subscribe to the trial. Select 'no' if you do not want them to subscribe to the trial. When set to 'no' an existing member who subscribes to this plan will be charged the 'plan price' right away. Setting this to 'no' might be appropropriate for a plan that might be a free trial for x number of days for example.

Setting this drop down to 'Yes, if Renewing from a Different Plan' will allow everyone to incur the trial price during their very first purchase. If however, a member on this plan renews (for example, if they have a billing failure) they would only be charged the plan price. 

 

 

L. Forum Access

Access to forums can be restricted based on member plan. If you would like members of this plan to only access specific forums, click on the forums that the member should access. Hold the control key to select multiple forums.

6. Set Bonus Days, Points and Affiliate Commissions

Set Bonus Days, Points and Affiliate Commissions

These fields are all OPTIONAL

 

 

 

M. Bonus Days to Apply to Subscriber

If existing members refer a new member, bonus days beyond those set in the plan can automatically be given to the new member. See this Bonus Days tutorial for more information about the referral option.

 

 

N. Bonus Days to Apply to Member Referrer

If existing members refer a new member, bonus days can be added to cycle of the existing members before they are charged their next recurring fee. See this Bonus Days tutorial for more information about the referral option.

 

 

O. Forum Points per Billing Cycle

If using the point system, this amount of points can be added to the members total points each time a new recurring fee is incurred.

 

 

P. Affiliate Commission?

If there are affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field. 

 

 

Q. Super Affiliate Commission (optional)

If there are super affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field.

7. Customize the Business Plan Settings

Customize the Business Plan Settings

 

 

 

R. Number of Sub Users

The primary user can invite a specific number of sub-users to join as members of your site. Enter the number of sub-users the primary user can invite. The sub-users are not charged an individual member fee.

 

 

S. Sub User Plans

Select other plans that the primary user can assign to the sub-users. By default, all sub-users will be assigned to the same plan as the primary user, but if you would like the primary user to add their sub-users to other plans, those plans can be selected in this field. This might work well if you have different coaching plans to which the sub-users may be a better fit.

Hold down the CTRL key to select multiple plans.

 

 

T. Sub User Invite Message

When a sub-user is invited to join your site as a member, the primary user will send them an invitation via email. Include a custom message for the sub-user in this field. The Subject is the subject or topic of the email and the main body of the email can be added to the Message field.

Add |invite| anywhere in the message to include the link for the personalized subscription form.

 

 

U. Enforce Email Domain Match

If the sub-user has to have an email address with the same domain as the primary user, select 'yes' from the drop down menu. If the email address of the sub-user does not have to match the domain as the primary user, select 'no' from the drop down menu.

 

 

V. Allow Business Plan Admins

The primary user does not have to manage the sub-users themselves. If you would like to provide the primary user the option to assign another sub-user as an administrator on the account select 'yes' from the drop down menu. If you do not want any sub-users to be an admin, and only the primary user can manage the sub-users select 'no' from the drop down menu.

An admin can adminster the primary account, invite new sub-users or edit existing sub-users.

8. Customize Your Email Messages

Customize Your Email Messages

 

Welcome Message

This is the email a NEW member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the animated instructions below to find how to use the variables drop down menu to find the correct placeholder for your message.

The email messages can be sent as text only, or can be HTML formatted.

 

 

 

 

Renewal Message

This is the email an EXISTING member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the graphic above for visual instructions on adding the variables.

The email messages can be sent as text only, or can be HTML formatted.

 

 

9. Set the Pages to Which the New Member Will be Redirected

Set the Pages to Which the New Member Will be Redirected

 

 

 

Q. New Member Welcome Page

After submitting the subscription form, a new member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the new member to see. The content page should be a public page and can be added to the 'work pages' department. Content Page 6 is a generic page that has been set up for this use, but any content page can be used.

 

 

R. Renewal Welcome Page

After submitting the subscription form, an existing member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the existing member to see after renewing. The content page should be a public page and can be added to the 'work pages' department. Content Page 6 is a generic page that has been set up for this use, but any content page can be used. A different page than the new member welcome page can be used as well - this allows you to customize the page to welcome back your existing members)

 

 

S. Custom Renewal Page for this Member Plan

When an expired member tries to login to the site, set the software to automatically redirect the user to a subscription form. Enter the content page number for the subscription form (or any content page - could be a sales page). This page should be a public page and can be added to the 'work pages' department. If this custom renewal field is set as page 23, the expired user will automatically be redirected to a prefilled subscription form. They just have to enter their credit card details, and they will be renewed into the same plan that they are currently a member.

The subscription form will be pre-filled with the member's details for easy renewal.

 

 

T. Custom Members Home Page for this Member Plan (optional)

Enter the URL if you would like members of this plan to have a members home page that is DIFFERENT than the members portal page. Upon logging in through the Login Page, a member will automatically be redirected to this custom members home page.

10. Account Expiration and Cancellation Email Messages

Account Expiration and Cancellation Email Messages

Automatic email messages will be sent to your members when certain conditions are met. These email messages can be customized for each member plan. Instructions for using variables in these email messages can be found in part 8 of this tutorial.

 

 

Account Expiration Message

When the expiration date of the member's credit card is about to expire, they are sent an email with information that their membership could have a billing failure and they would lose access to the site. This message could include a link to the credit card update page in the 'Your Account' department. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

Cancellation Message

Optional - When a member cancels their memberships, a generic email is delivered to them with information about the cancellation. If you would like to send members of this plan a custom message, the message can be included in this field. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

Credit Card Billing Failure Message (and 7 and 21 day failures)

Optional - When a recurring member has a billing failure, they will receive a generic message with details or if their is a custom message in 'edit site descriptions', they will receive that message. If you would like members of this plan to have a different custom message, enter it in these fields.

11. Set Up Your Autoresponder

Set Up Your Autoresponder

 

 

 

X. List Server Sign Up Code

When a new member subscribes, their name and email address can automatically be sent to your email marketing list.

 

AWeber Users:
If you are using AWeber select the AWeber tab and select the list from the drop down menu. This is assuming that you have connected to the AWeber API. If you have not, please follow the instructions found here: Connect to AWeber API

 

Infusionsoft Users
If you have connected to Infusionsoft, click that tab and choose your tags and action sets from those boxes. If you have not connected to Infusionsoft yet, please see this tutorial: Connect to Infusionsoft

 

MailChimp Users
If you are using MailChimp, select the MailChimp tab and select the list from the drop down menu. This is assuming that you have connected to MailChimp API. If you have not, please follow the instructions found here: Connect to MailChimp API

 

Other Autorresponder Users
If you are using another email marketing list provider and you have the email parser code, the raw code can be pasted into the standard box.

 

 

Y. List Server Recurring Billing Code

It is also possible to change the list that a member is on when the recurring billing process is run. If you would like to update the member's list, follow the same instructions in part U.

 

 

Z. List Server Cancel Code

When a member cancels, they can automatically be removed from the marketing list or moved to a different list. Choose 'Unsubscribe' to remove them from their existing list. Choose 'subscribe' to remove them from their existing list and add them to a new list. Choose the new list from the drop down menu.

 

 

AA. Run List Server Cancel Code when?

Choose at which point you would like the member to change their list server subscription. Should the cancel code run when the member goes 'inactive', 'cancels' or is 'deleted' from the system?

11. Press the 'Add this Member Plan' button when completed.

Press the 'Add this Member Plan' button

Press the 'Add this Member Plan' button

 

12. Add the Member Plan to Your Subscription Form

Once that has been completed, the subscription form can be created using the Subscription Form Generator

 

 

Business Non-Recurring Member Plan

Use the instructions below to create a member plan for business or multi-member subscriptions for a one time payment that allows access for a set time period.

Check out how Business Plans could benefit your website.

For a full tutorial on the Business Plan specs, please visit the Business Plan Tutorial Page.

 

Click on each section to expand for further information.

1. From under 'Master Settings' choose 'Edit Member Plans'

From under 'Master Settings' choose 'Edit Member Plans'

 

Edit Member Plans
2. From the drop down menu choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

From the drop down menu

Choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button

 

How to Create a New Member Plan
3. Set the Plan Name and Business Non-Recurring Billing

Set the Plan Name and a Business Non-Recurring Membership

Let's set up an example business member plan that has a $279.00 fee per year. A member will have access for the full year, and then will have to manually renew their membership to continue their subscription benefits.

 

How to Create a New Member Plan

 

 

A. Plan Description

It's probably best to name this something descriptive so that you can easily find and understand it's rates at a later date. For example - $279 Annual Business. This text is just for reference, so name it something that makes sense to you.

 

 

B. Plan Type

Choose 'Business' from the drop down menu. Business is a membership type for a group of sub-users under one parent membership account. 

 

 

C. Recurring Billing

Select 'Not Recurring Billing' from the drop down menu. Non-recurring billing means the member will only pay a one time fee for the X amount of days (set in 'Plan Length in Days'). They will have to manually renew their account upon expiration.

 

 

D. Plan Select Code

This is an optional field, and can be used for reporting purposes if you would like to group specific member plans together in reports.

4. Set the Amount to be Charged and How Long the Subscription Lasts

Set the Amount to be Charged and How Long the Subscription Lasts

The next 2 fields set the amount to be charged and how long the subscription lasts. Since the plan is a non-recurring plan, the amount of days set is how long the subscription will last.

 

How to Create a New Member Plan

 

 

E. Plan Fee

Enter the amount the plan will cost per subscription period which is incurred by only the parent account. Since this is a non-recurring plan, this will be the fee the member will pay for the entire subscription period. This amount can be entered without a currency symbol, and should be in decimal form.

 

 

F. Plan Length in Days

Enter the amount of days for the billing period. Since this is a non-recurring plan, this is the amount of days of the whole subscription. For example, a yearly non-recurring plan would be set for 365.

 

 

G. Charge Tax on Subscriptions

Set the drop down box to 'No' to not charge taxes on subscription fees. Set it to 'yes' to charge taxes on subscription fees collected. Follow the steps in this tutorial to set up the subscription tax information.  There are many rules on taxes. Please contact your accountant for more information. 

 

 

H. Forum Access

Access to forums can be restricted based on member plan. If you would like members of this plan to only access specific forums, click on the forums that the member should access. Hold the control key to select multiple forums.

 

 

5. Set Bonus Days, Points and Affiliate Commissions

Set Bonus Days, Points and Affiliate Commissions

These fields are all OPTIONAL

 

How to Create a New Member Plan

 

 

I. Bonus Days to Apply to Subscriber

If existing members refer a new member, bonus days beyond those set in the plan can automatically be given to the new member. See this Bonus Days tutorial for more information about the referral option.

 

 

J. Bonus Days to Apply to Member Referrer

If existing members refer a new member, bonus days can be added to cycle of the existing members before they are charged their next recurring fee. See this Bonus Days tutorial for more information about the referral option.

 

 

K. Forum Points per Billing Cycle

If using the point system, this amount of points can be added to the members total points each time a fee is incurred.

 

 

L. Affiliate Commission?

If there are affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field. 

 

 

M. Super Affiliate Commission (optional)

If there are super affiliates of your site, the commission that they earn for each billing can be set in this field. A percentage can be added for the affiliate to earn a percentage of the plan price on each billing cycle, or it can be set as a flat rate if they are just to earn a specific dollar amount. It is not necessary to add a currency symbol or percentage sign in this field.

6. Customize the Business Plan Settings

Customize the Business Plan Settings

 

 

 

N. Number of Sub Users

The primary user can invite a specific number of sub-users to join as members of your site. Enter the number of sub-users the primary user can invite. The sub-users are not charged an individual member fee.

 

 

O. Sub User Plans

Select other plans that the primary user can assign to the sub-users. By default, all sub-users will be assigned to the same plan as the primary user, but if you would like the primary user to add their sub-users to other plans, those plans can be selected in this field. This might work well if you have different coaching plans to which the sub-users may be a better fit.

Hold down the CTRL key to select multiple plans.

 

 

P. Sub User Invite Message

When a sub-user is invited to join your site as a member, the primary user will send them an invitation via email. Include a custom message for the sub-user in this field. The Subject is the subject or topic of the email and the main body of the email can be added to the Message field.

Add |invite| anywhere in the message to include the link for the personalized subscription form.

 

 

Q. Enforce Email Domain Match

If the sub-user has to have an email address with the same domain as the primary user, select 'yes' from the drop down menu. If the email address of the sub-user does not have to match the domain as the primary user, select 'no' from the drop down menu.

 

 

R. Allow Business Plan Admins

The primary user does not have to manage the sub-users themselves. If you would like to provide the primary user the option to assign another sub-user as an administrator on the account select 'yes' from the drop down menu. If you do not want any sub-users to be an admin, and only the primary user can manage the sub-users select 'no' from the drop down menu.

An admin can adminster the primary account, invite new sub-users or edit existing sub-users.

7. Customize Your Email Messages

Customize Your Email Messages

 

Welcome Message

This is the email a NEW member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the animated instructions below to find how to use the variables drop down menu to find the correct placeholder for your message.

The email messages can be sent as text only, or can be HTML formatted.

 

 

 

 

Renewal Message

This is the email an EXISTING member will receive upon a submitting the subscription form. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

See the graphic above for visual instructions on adding the variables.

The email messages can be sent as text only, or can be HTML formatted.

 

 

8. Set the Pages to Which the New Member Will be Redirected

Set the Pages to Which the New Member Will be Redirected

 

 

 

T. New Member Welcome Page

After submitting the subscription form, the new member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the new member to see. The content page should be a public page and can be added to the 'work pages' department.

 

 

U. Renewal Welcome Page

After submitting the subscription form, the existing member is automatically redirected to this welcome page on your site. Set this field with the content page number that you would like the existing member to see after renewing. The content page should be a public page and can be added to the 'work pages' department.

 

 

V. Custom Renewal Page for this Member Plan

When an expired member tries to login to the site, set the software to automatically redirect the user to a subscription form. Enter the content page number for the subscription form (or any content page - could be a sales page). This page should be a public page and can be added to the 'work pages' department. If this custom renewal field is set as page 23, the expired user will automatically be redirected to a prefilled subscription form. They just have to enter their credit card details, and they will be renewed into the same plan that they are currently a member.

 

 

W. Custom Members Home Page for this Member Plan

Enter the URL if you would like members of this plan to have a members home page that is DIFFERENT than the members portal page.

 

 

X. Days Before Account Expiration Notices are Sent

Enter the number of days prior to a member becoming expired that the reminder email message will be emailed to them. The reminder email message is considered the 'Account Expiration Notice'

9. Customize These Email Messages

Customize These Email Messages

Automatic email messages will be sent to your members when certain conditions are met. These email messages can be customized for each member plan. Instructions for using variables in these email messages can be found in part 7 of this tutorial.

 

 

 

X. Days Before Account Expiration Notices are Sent

Enter the number of days prior to a member becoming expired that the reminder email message will be emailed to them. The reminder email message is considered the 'Account Expiration Notice'

 

 

Account Expiration Message

When the expiration date of the member's subscription term is about to expire, they are sent an email with information that their membership is due for renewal and they would lose access to the site. This message could include a link to the subscription form to renew. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

Cancellation Message

Optional - When a member cancels their memberships, a generic email is delivered to them with information about the cancellation. If you would like to send members of this plan a custom message, the message can be included in this field. Placeholders for specific variables can be included in the message by using the variables included on the screen with the pipe symbols surrounding them - like |firstname| to substitute for the member's first name.

 

 

10. Set Up Your Autoresponder

Set Up Your Autoresponder

 

 

 

Y. List Server Sign Up Code

When a new member subscribes, their name and email address can automatically be sent to your email marketing list.

 

AWeber Users:
If you are using AWeber select the AWeber tab and select the list from the drop down menu. This is assuming that you have connected to the AWeber API. If you have not, please follow the instructions found here: Connect to AWeber API

 

Infusionsoft Users
If you have connected to Infusionsoft, click that tab and choose your tags and action sets from those boxes. If you have not connected to Infusionsoft yet, please see this tutorial: Connect to Infusionsoft

 

MailChimp Users
If you are using MailChimp, select the MailChimp tab and select the list from the drop down menu. This is assuming that you have connected to MailChimp API. If you have not, please follow the instructions found here: Connect to MailChimp API

 

Other Autorresponder Users
If you are using another email marketing list provider and you have the email parser code, the raw code can be pasted into the standard box.

 

 

Z. List Server Cancel Code

When a member cancels, they can automatically be removed from the marketing list or moved to a different list. Choose 'Unsubscribe' to remove them from their existing list. Choose 'subscribe' to remove them from their existing list and add them to a new list. Choose the new list from the drop down menu.

 

 

AA. Run List Server Cancel Code when?

Choose at which point you would like the member to change their list server subscription. Should the cancel code run when the member goes 'inactive', 'cancels' or is 'deleted' from the system?

11. Press the 'Add this Member Plan' button when completed.

Press the 'Add this Member Plan' button

Press the 'Add this Member Plan' button

 

12. Add the Member Plan to Your Subscription Form

Once that has been completed, the subscription form can be created using the Subscription Form Generator

 

 

Setup the Subscription Form

Setting up the member plan creates the plan and specs for the plan internally. The second step requires the member plan(s) to be added to a subscription form.

All member plans can be added to one subscription form, or one member plan can be added to it's own subscription form. This allows you the flexibility to present your member plans to your customers whichever way is best for your marketing plans.

Subscription forms can be created using the 'Subscription Form Generator'

 

Click on each to expand for further information about each field of the Subscription Form Generator.

Under 'Tools' choose 'Subscription Form Generator'

Under 'Tools' choose 'Subscription Form Generator'

 

Subscription Form Generator
Form Name

Form Name

Enter a descriptive name for the form. The name is for internal purposes only and does not appear on the subscription form. 

Helpful Hint: We do highly suggest adding the content page number of the subscription form to the name of the form. This will help to easily find the form when changes are necessary. An example form name might be 'Main Subscription Form: pg 678'

 

Subscription Form Generator
Form Type

Form Type

Click the radion button next to the type of subscription form. An explanation of the three options:

  • Full Form - Used for All Member Plans that have a fee. This form will include an area for the credit card information as well as billing adddress.

  • Medium Form - Used for free member plans, but will include fields that collect address information. Credit card information will not be collected with this form.

  • Short Form - Used for free member plans, and collects minimal information from the subscriber. This form does not collect address information or credit card information.

  • Staged Form - Used to create a form in smaller chunks, and collects a fee from the subscriber. This form does collect address information or credit card information, but in 4 stages. A user will enter in a small amount of details prior to moving to the next stage.

 

Subscription Form Generator

Allow Login Prefill

Allow Login Prefill

Click 'Yes' to include the option for a user to enter their login details. Once correct details are input into the box, the subscription form will be pre-filled with all their member data.

This allows the user to easily renew their membership.

  Full Tutorial

 

Subscription Form Generator
Form Sections Order

Form Sections Order

The order that the sections appear on a subscription form can be arranged to meet your needs.

Click the section name and drag and drop it to the location where you would like it on the subscription form.

 

Subscription Form Generator
Card Types

Card Types

Click the boxes next to each card type that can be accepted on the subscription form.

The type of cards that can be accepted are determined through your payment gateway account.

*Don't forget to choose PayPal if you have integrated your account with that service as well.

 

Subscription Form Generator
Member Plans

Member Plans

There are three steps in setting the member plans that are available to subscribe to using this subscription form.

 

First, click the boxes next to each member plan that should be included.

Check each member plan that is going to be included on the subscription form. If using the Full form, only select paying member plans. If using the medium or short forms only select free member plans.

Subscription Form Generator

 

Next enter the description for the member plan that will be seen on the subscription form.

Type in the description of each member plan that will appear on the subscription form. This is the text that the user will see before selecting which member plan they would like to sign up for. This area might include information about recurring or non-recurring fees as well as price of the plan and cancellation policy.

Subscription Form Generator

 

Finally, click the Radio button for the member plan that should be pre-selected on the form.

Select the radio button that is to be pre-selected on the order form. If a user would like to select another member plan, they would have to physically change the placement of the selection. Choose 'No Plan Selected' if no radio button is to be pre-selected.

Subscription Form Generator
Member Plan Order

Member Plan Order

The member plans will appear in order of their member plan number (lowest to highest)

The member plan order can be rearranged by entering the numbers of the member plans in order that they should be arranged. Separate each member plan number with a comma.

 

Subscription Form Generator
Secured Site Seals Scripts

Secured Site Seals Scripts

If you have code to add secure seals like authorize.net, verisign, geotrust etc, enter in the code in this box.

 

Subscription Form Generator
Required Text

Required Text

Enter in the text that will go next to fields where the information is required. For example, it might just be an asterisk or the word 'required'

 

Subscription Form Generator
Form Title

Form Title

The title of the form that will appear at the top of the subscription form on the page. Check 'Hide Form Title' if you do not want anything at the top of the form.

 

Subscription Form Generator
Privacy Text

Privacy Text

Information that will be on the subscription form about the privacy rules of your site. There is usually a link to the Privacy Statement on your site (generally content page 9). Check the box next to 'Hide Privacy Text' if you do not want the text to appear on the subscription form.

 

Subscription Form Generator
Customer Information

Customer Information

The text for the title section of the form for users to enter in their personal data.

 

Subscription Form Generator
Member Referrer

Member Referrer

This is an optional field.

Check the box if you would like to add a member referrer field to your subscription form.

A user will have to add the username of an existing member. This could be used to earn bonus time for the new subscriber and/or referring member.

  Full Tutorial

 

Subscription Form Generator
Optional Fields and Custom Fields

Optional Fields and Custom Fields

Extra fieds can be selected to include on your form.

Check the boxes next to each optional or custom fields to include (and/or require) on this subscription form.

Click the button for more information about using Custom Fields

  Full Tutorial

 

Subscription Form Generator
Staged List Server

Staged List Server

When using a staged subscription form, the customer's email address can be sent to your email marketing list after completing one or multiple stages. 

When set up to collect email addresses, when the customer clicks on the 'next' button, their name and email address will be sent to your email marketing list. This will happen even if the user abandons the form prior to filling out the whole form.

1) From the 'Staged List Server' field, select the stage that you would like a user to have their email address added to your email marketing list.

A) Click on your email marketing company

B) Select the List Name from the drop down box

How to Create a Staged Subscription Form


 

2) Repeat step 1 for all of the stages that you would like an email address added to your email marketing list.

How to Create a Staged Subscription Form
How to Create a Staged Subscription Form
How to Create a Staged Subscription Form
Show Shipping Options

Show Shipping Options

Select 'yes' to show shipping address details for the user. Select 'no' to hide the shipping address information.

 

Subscription Form Generator
Shipping Information

Shipping Information

The text on the form for the title above the shipping address information.

 

Subscription Form Generator
Subscription Options

Subscription Options

The text next to the member plan section of the form where the user will select which subscription plan they would like to purchase.

 

Subscription Form Generator
Payment Information

Payment Information

The text next to the credit card detail information on the form.

 

Subscription Form Generator
Agreement Text

Agreement Text

The terms of use the user will agree to before submitting the form. There is a checkbox next to this information that the iser will have to check before a successful submission. Check the ' Hide Agreement Text' if you do not want this agreement text on the form.

 

Subscription Form Generator
Submit Button

Submit Button

The text on the submit button.

 

Subscription Form Generator
Submit Button Image

Submit Button Image

Alternatively, a custom Submit button image can be uploaded.

If you'd like to use your own button for the user to click to submit the subscription form, click the 'Choose File' button and select the image from your local drive.

 

Subscription Form Generator
Process Message

Process Message

This message will appear underneath the subscription form. Check 'Hide the Process Message' if you do not want anything to appear.

 

Subscription Form Generator
Protection Message

Protection Message

This is the message about the protection on the site to monitor suspicious activity. Check the 'Hide Protection Message' if you do not want this message to appear on the form page.

 

Subscription Form Generator
Default Renew Option

Default Renew Option

The 'Is this a Renewal' field

Choose the box for the option that you would like to use on your form:

  • Auto-Detect - The software will determine if the user filling out the form is existing or new. The 'Is this a Renewal' field will not appear on the form.

  • User Choice - the user can choose 'yes' for a renewal, or 'no' if they are a new subscriber. The 'Is this a Renewal' field will appear on the form.

  • Yes - the default value will be 'yes'. Use this option on forms that are not for newly subscribing members. The 'Is this a Renewal' field will not appear on the form.

  • No - the default value will be 'no'. Use this option on forms that are only for new subscribers and for subscription forms that are not for renewing members. The 'Is this a Renewal' field will not appear on the form.

 

Subscription Form Generator
Confirm User Email

Confirm User Email

To prevent misspellings of an email address, an extra email address field can be added to the subscription form. The user will have to input their email address again, and the software will check that the both email fields match.

To include a second email address field, select 'Yes'

 

Subscription Form Generator
Default Send Email Option

Default Send Email Option

The 'Send Email' field

Choose the box for the option that you would like to use on your form:

  • User Choice - the user can choose 'yes' or 'no' if they want to be on the send email list. The 'Send Email' field will appear on the form.

  • Yes - the default value will be 'yes'. Use this option for members who have to be on the send email list The 'Send Email' field will not appear on the form.

  • No - the default value will be 'no'. Use this option for members who cannot be on the send email list. The 'Send Email' field will not appear on the form.

 

Subscription Form Generator
Look and Feel

Look and Feel

The look and feel options for the form. The hexidecimal colors can be chosen from your 'Edit Master Template' or 'Edit Font Settings' to match the rest of your site.

Enter the hexadecimal color for your desired colors.

  • Form Width -Choose how wide the form will be on your page. Generally, if your header is showing it will be the same width as the header.

  • Header Font Color - The font color for things like Customer Information or Payment Information.

  • Header Background Color - The color of the box around things like Customer Information or Payment Information.

  • Header Border Color - The color of the border around things like Customer Information or Payment Information.

  • Body Font Color - The color of the font inside the form like First Name, Credit Card type etc.

  • Body Background Color -The color of the boxes around things like First Name, Credit Card type etc.

  • Body Border Color -The color of the border around things like First Name, Credit Card type etc.

 

Subscription Form Generator
Save the Form

Save the Form

To save the settings of this form, click on the 'Save Form' button.

 

Subscription Form Generator
Add the Form to a Content Page

Add the Form to a Content Page

When the form has been saved, the software will provide a blue box with the code to embed the form. Copy this CF code.

 

Subscription Form Generator

 

Paste the code in the 'text or html to appear on this page box' of a content page where you would like the form.

 

Subscription Form Generator

 

 

Video Review of the Subscription Form

Watch the short video below for a better understanding of where the edit fields of the 'Subscription Form Generator' can be seen on an actual subscription form.