The new subscription form generator does not require any html coding. The generator will help you to easily change out your member plans, add colors, fonts, secure seal scripts and other information.
There are two steps to creating a subscription plan for members to join:
- Setup the new member plan.
- Connect that plan to a subscription form using the Subscription Form Generator.
Click on each tab for more information
Setup the New Member Plans
The first step in creating the subscription options for your member is to set up a member plan.
Click on each section to expand for more information.
From under 'Master Settings' choose 'Edit Member Plans'
From the drop down menu
Choose 'New - Add New Member Plan' and press the 'Add/Edit Member Plan' button
Set the Plan Name and Billing Type
Let's set up an example member plan that has a $9.95 fee per year automatically charged with a $4.95 trial fee for the first month.
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 - Monthly at $9.95. This text is just for reference, so name it something that makes sense to you.
B. Plan Type
Choose an option from the drop down. The choices are Standard, Business or Group. For this tutorial, we will just be selecting Standard as that is a membership for individuals. A group plan and business plans are a bit different and a tutorial for group plans can be found here: Group Membership Setup or Business Plan Setup
C. Recurring Billing
Select the type of billing that these members will incur from the drop down menu
a. Yes, Recurring Billing
The software will automatically bill the member the subscription fees every X amount of days (set in 'Plan Length in Days')
b. Not Recurring Billing
This is a non-recurring billing plan. 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.
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. If the plan is a recurring plan, the amount of days set is when the next fee will be incurred.
E. Plan Fee
Enter the amount the plan will cost per subscription period. If this is a recurring plan, this will be the fee incurred each recurring period. If 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. If this is 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. At the end of the period, the member will automatically be charged again. If 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. 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.
Choose the Settings for the Next 4 Fields
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. 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
Set which forums members of this plan can access. This is applied to the cfmbb (or New) forum settings.
These next 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.
Customize Your Email Messages
R. Days before Account expiration notices are sen
Specific for non-recurring plans. This is the amount of days before the Account expiration notice is sent. The account expiration message would include information that their membership is soon to expire and include a link to a renewal page. Enter the amount of days before this message is sent.
S. Members Number Alert
This is for group memberships and can be ignored.
T. 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.
U. 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.
V. Recurring Billing Receipt
This is an OPTIONAL field. It is the email message that is sent to a member each time their recurring billing fee is collected.
Set the Pages the New Member Will be Directed to
W. 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.
X. 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.
Y. 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.
Z. 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.
Customize These Email Messages
AA. Account Expiration Message
When a non-recurring member is about to expire, they are sent an email with information that their membership is expiring. There could also contain a link to a renewal form so they could stay on as a member. 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.
BB. 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.
CC. 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.
Set Up Your Autoresponder
DD. List Server Sign Up Code
When a new member subscribes, their name and email address can automatically be sent to your email marketing list.
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
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
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.
EE. 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 DD.
FF. 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.
GG. Run List Server Cancel Code when?
Choose at which point you would like the member to change according to FF. Should the cancel code run when the member goes 'inactive', 'cancels' or is 'deleted' from the system.
Press the 'Add this Member Plan' button
HH. Press the 'Add this Member Plan' button
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'
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'
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.
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.
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.
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.
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.
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.
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.
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.
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.
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'
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.
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.
The text for the title section of the form for users to enter in their personal data.
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.
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
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
2) Repeat step 1 for all of the stages that you would like an email address added to your email marketing list.
Show Shipping Options
Select 'yes' to show shipping address details for the user. Select 'no' to hide the shipping address information.
The text on the form for the title above the shipping address information.
The text next to the member plan section of the form where the user will select which subscription plan they would like to purchase.
The text next to the credit card detail information on the form.
The text on the submit button.
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.
This message will appear underneath the subscription form. Check 'Hide the Process Message' if you do not want anything to appear.
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.
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.
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'
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.
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.
Save the Form
To save the settings of this form, click on the 'Save Form' button.
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.
Paste the code in the 'text or html to appear on this page box' of a content page where you would like the form.
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.