You can use our shopping cart to sell term memberships, with automated password delivery for 24/7 real time access, and our bulk emailer to communicate renewals. The automated 24/7 service is only available for credit card options.
Taking Member Registrations
- Create a shopping cart with products representing your membership levels or terms.
- For each product, go to the product automation tab, and set the appropriate membership term and membership level.
- In the credit card setup area, ensure you have enabled any callback functionality. This feature depends on which credit card payment option you use.
- Upon order posting, the member record will be created only.
- Upon successful credit card/paypal payment, the member record will automatically be upgraded and assigned the appropriate member level and expiry date, and emailed their password.
- If this service does not work properly, then your IPN, Callback, Return URL or similar has not functioned properly. Please refer to the full instructions when setting up your credit card payment options.
Taking Member Renewals
- There are now 2 templates for a 30 day and 14 day reminder about subscription renewal. You can update those templates in the tooltips area of the automation tab of the product.
- If they buy a renewal, it will add to their current expiry date, so no time is lost. If they have already expired, it will start from the day of the purchase.
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Dear [NAME] Please note your membership will expire on [EXPIRY] If you wish to continue your membership, please use the following link to purchase more time. ____ INSERT A SHOPPING LINK HERE _____ Note: Please purchase your membership using your current login email address on the checkout page: [EMAIL] Kind Regards |
More From This Section
Not limited to 'email lists' members can be allowed certain (limited) site privileges. There are many member security levels. These affect access to password protected pages and also to emailing lists. They are explained in more detail here
How to add a new member either singularly or by bulk.
There are multiple options to import members data
How to make a member group
To see what a customer sees when logging into the website you can quickly log in as the member.
Learn about member registration forms, passwords, and member lifecycles.
You can use our shopping cart to sell term memberships, with automated password delivery for 24/7 real time access, and our bulk emailer to communicate renewals.
You can assign members to get VIP / Price Group A pricing automatically on login.
How to assign members to groups, give different authorisation levels, or assign different price groups.
By assigning a member record to a certain administrator and configuring the additional administrators access settings, you can set it up so that each admin can only access their assigned members records.
Sales agents associated with a customer will get a CC of the order email irrespective of POS / customer portal.
You can download your members data and members reports in the CMS.
How to delete members from CMS
You can send the customer a temporary password from the MEMBERS area.
If you have set up different price groups for your wholesale or other customers you can assign a member to the relevant group via their member record
If you have multiple members belonging to one organisation - an accounts email can be specified in the member record to receive system notifications for any orders made.
How to merge member profiles
FAQ Topics
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