Tutorial

Introducing Business Plans - A Multi-Member Account with one Payee

A Business Plan is a Multi-Member plan, where there is only one fee paid by the Primary Account Owner. The primary user can then invite a set number of secondary users to join as Sub-Users

Follow the steps found in this tutorial to create a Business Member Plan for your MemberGate site

Note: There are many fields that are the same as when a regular plan is set up.  Those fields will not be addressed in this tutorial unless necessary. If more information is needed for any fields not mentioned here, please review the tutorial for setting up an individual member plan.

A Business Plan Membership can be set up in 2 steps:

  1. Setting Up the Business Plan Specs
  2. Connect the Business Plan to a Subscription Form

    There are other parts and resources to understand how the business plan will work from a member standpoint.
    Find out those details in parts:

  3. How the Member will Use the Business Plan
  4. Resources - Links for Users

Click on each of the tabs below for the instructions:

Setting Up the Business Plan Specs

1. Under 'Master Settings' choose 'Edit Member Plans'

Under 'Master Settings' choose 'Edit Member Plans'

Edit Member Plans
2. Choose 'New - Add New Member Plan' and click the 'Add/Edit Member Plan' button

From the drop down menu choose 'New - Add New Member Plan' and click the 'Add/Edit Member Plan' button

3. In the 'Plan Type' field, choose 'Business Membership'

In the 'Plan Type' field, choose 'Business Membership' from the drop down menu. Choosing Business Membership will add some new fields to the member plan setup form.

Introducing Business Plans - A Multi-Member Account with one Payee
4. Enter the Plan Price and Billing Type

The plan pricing and billing type (recurring or not recurring) as well as the plan length in days is still set as in an individual plan. The primary user on the account would be automatically billed the fee schedule if on a recurring plan, or they would pay the one time non-recurring fee. 

Introducing Business Plans - A Multi-Member Account with one Payee
5. Enter the number of subusers

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.

Introducing Business Plans - A Multi-Member Account with one Payee
6. Select other plans that the primary user can assign to the sub-users.

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.

Introducing Business Plans - A Multi-Member Account with one Payee
7. Include a custom message for the sub-user in the Sub-User Invite Message

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.

Introducing Business Plans - A Multi-Member Account with one Payee
8. Update the Enforce Domain Match settting.

Enforce 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.

Introducing Business Plans - A Multi-Member Account with one Payee
9. Set the Allow Business Plan Admins

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. 

Introducing Business Plans - A Multi-Member Account with one Payee
10. Press the 'Add this Member Plan' button

Those are all the special fields to update for a business plan. Press the 'Add this Member Plan' button to add the plan.

For information on the other existing fields, please visit the individual member plan tutorial.

Create the Subscription Form

Under 'Tools' choose 'Subscription Form Generator' 

Follow the instructions found in the 'Subscription Form Generator' Tutorial

Using the Business Membership Plan

1. The primary account user will join the site by subscribing to become a member using the subscription form set up for business memberships.

The primary account user will join the site by subscribing to become a member using the subscription form set up for business memberships.

2. The Primary User can Invite users

The Primary User can Invite users through this link on your site:

/members/programs/subusers_invite.cfm

For example, the link for membergate.com would be: //www.membergate.com/members/programs/subusers_invite.cfm

The Primary User would add the email address of someone that they would like to invite as a member under the primary user's account and press the 'Invite Sub-users' button. 

3. The sub-user invitee will receive the invite email message created in part 7 above

The sub-user invitee will receive the invite email message created in part 7 above.

4. The sub-user will click on the 'Create Your Account' link

The sub-user will click on the 'Create Your Account' link to then join the site as well. As subusers join, the number of subusers that can be invited will be deducted from the subuser limit. 

5. The primary user can manage and edit the subusers

5. The primary user can manage and edit the subusers through this link from your site:

 /members/programs/subusers_edit.cfm

For example, the link for membergate.com would be: //www.membergate.com/members/programs/subusers_edit.cfm

6. The primary user can click on the 'edit sub-user' button

The primary user can click on the 'edit sub-user' button to manage the sub-users details

7. Edit the sub-user details

The sub-user can be made an admin by checking the 'Account Admin' box or their status can be updated by choosing 'active' or 'inactive' in the 'status' field. Once the sub-user has been edited, click the 'Update Sub-user Details' box.

If the sub-user can be added to a different member plan, that plan can be selected from the drop down menu in the 'Subscription Plan' field.

8. Once the sub-user has become an 'admin' for the account, they will be able to access the edit field for sub-users as well

Once the sub-user has become an 'admin' for the account, they will be able to access the edit field for sub-users as well (members/programs/subusers_edit.cfm)

 

Links for the Business Plan Users

The Primary User can Invite users through this link on your site:

/members/programs/subusers_invite.cfm

 

The primary user can Manage and Edit the Subusers through this link from your site:

 /members/programs/subusers_edit.cfm