Search results for member navigation

199 articles found

• How to message members

  You must set up email white-labeling to use Member Messages. Easily communicate with your members by sending emails via Member Messages. Email all members across all plans, or segment by specific

• How to manually approve members

  Some organizations want to individually approve each member before they can actually join a plan and get access to their products. Here's how you would set that up: In MemberSpace > click Customize >

• How to keep member email & profile updates in sync with 3rd parties (via Zapier)

  Let's say, for example, you use an email marketing platform like Mailchimp to inform your members about updates and additional services through a monthly newsletter. To add members to your list

• How to invite members

  IN THIS ARTICLE Manually invite members Send a signup link There are a few different ways to invite members to join your membership. The best option for you will depend on your plan setup as well as

• How to change wording your members see

  Elevate your members' experience by personalizing the various wording they see, seamlessly aligning it with your unique brand identity. IN THIS ARTICLE Custom wording examples What can't be

• (Legacy Feature) How to set up Website Toolbox

  This integration is no longer being offered to newer customers. Instead, we recommend you use our Circle integration for community forum functionality. The setup guide below is meant to show you the

• How to set up plan expiration

  Automatically revoke access to protected members-only content on a specific day or after a set time period by adding an expiration date to your plan. IN THIS ARTICLE Adding plan expiration Expiration

• How to set up a personalized membership

  MemberSpace does not have official personalized membership functionality, but you can certainly repurpose our existing features (see below) to create a personalized membership experience. How to set

• (Legacy Feature) How to setup Mailchimp integration

  This integration is no longer being offered to newer customers. Instead, we recommend you use our more robust and flexible Zapier integration to connect MemberSpace with Mailchimp. If you plan on

• Do I have to duplicate my content to protect it?

  No, you don’t. With MemberSpace, there’s no need to duplicate your content to share it across multiple membership plans. You can protect all of your existing or new pages with just a few clicks when

• Can I customize my signup and login forms?

  Yes, you can customize both. Our "Look & Feel" section will allow you to change the color and style of both your login and signup forms. Signup Form You can also customize the wording and required

• Migrating (and importing) to MemberSpace

  You must be on a paid MemberSpace plan in order to migrate members. Migration is not available while on our 14 day free trial. Migration to MemberSpace from another platform is a straightforward

• Adding products and protecting pages

  Your MemberSpace products lock specific pages on your website and/or provide access to specific links on an external website (e.g. a Canva template or virtual meeting link). After adding a product,

• Connecting MemberSpace to Stripe

  IN THIS ARTICLE How to connect to Stripe Creating a plan Canceling a plan (or trial) New member signup Member payments and refunds Setting up coupons for members Creating manual charges in Stripe

• How to hide/show page content (using data attributes) in Webflow

  Warning: This guide is for people comfortable with HTML. MemberSpace makes it easy to hide entire pages of your website via products. We also make it easy to upload and protect specific media via

• How to migrate customers to a new plan

  If you need to move multiple customers from one recurring plan to another (for example, if you are making a pricing update to a subscription offering), our Support team can help you with the

• (Legacy Customers) Organize protected pages into products

  If you protected pages on your website before March 5, 2024, follow the steps in this guide to organize your pages into multi-page products. MemberSpace now makes it easier to protect and sell your

• (Legacy Feature) How to integrate Castos

  This integration is no longer being offered to new customers. Instead, we recommend you use Castos and Zapier to create a private podcast within your MemberSpace as explained in this guide. Say you

• How to customize notification emails

  Notification emails are the various emails that MemberSpace sends out to your members on your behalf. The emails look like they are coming from you, but technically we are sending them. These emails

• How to integrate Circle (community forum)

  If you would like to have a place for your members to create threaded community discussions around various topics (like a Facebook Group or forum), Circle is a great modern tool to do that with. Your

• How to reconnect your Stripe account

  If you happen to disconnect MemberSpace within your Stripe dashboard, we will no longer be able to interact with Stripe on your behalf. :( Here are the steps required to add us back as an authorized

• How to get Terms & Conditions consent in a GDPR-compliant way

  In order to have your members agree to your Terms & Conditions, Privacy Policy, or any other legal document, you'll need to create a custom signup field. Here are the steps to set this up: Talk with

• How to create and use coupons

  IN THIS ARTICLE Creating coupons Recurring/multiple payment plans One time payment plans Setting coupon lengths Managing coupons Stripe and coupons How members apply coupons Creating Coupons To

• How to create upsells for members

  If you have multiple pricing tiers, usually that's because you have different access levels for your members based on which plan they are on. When you have different plan access levels and price

• Can I invite my members manually?

  Yes! You can manually invite your members instead of having them sign up for a Member Plan on your website. When you manually invite members, they won’t have a link they can share with others. This

• How to pause a member's subscription

  We know that sometimes offering your members the option to pause a subscription can help to avoid cancellations. While we do not currently have a "pause membership" feature in MemberSpace, you can

• How to cancel a member's plan

  Follow the steps below to cancel a member's plan. In your MemberSpace backend, go to Members. Next, find the member whose plan you'd like to cancel and click View member details. Click Cancel below

• How to comply with Visa's trial subscription requirements

  As of April 18th, 2020 - Visa is requiring anyone processing subscriptions with a trial to comply with a new specific set of rules. Here is an overview of what they are requiring. MemberSpace makes

• How to manage multiple site admins

  By default, a MemberSpace customer who initially connected a website to their account is the "site owner." But say you have people on your team (or a client) who will need access to the MemberSpace

• Which payment methods can my members use?

  With MemberSpace's Stripe integration, you can securely process payments from members using all major credit cards (Visa, Mastercard, American Express, etc.), while supporting various currencies.

• How to notify members about new content

  Whenever you create new content for your members, you generally want to tell them about it. :) The best way to notify members about new members-only content is via Member Messages. This feature

• How will my members manage their account?

  Each of your members will get access to a unique account panel. This customizable panel contains their profile, billing information, and plans they are on. If you have enabled the Member Menu on your

• How to delete plans

  Follow these steps to delete a plan. Go to Pricing in your left navigation and click Edit next to the plan you want to delete: Scroll down and click Delete this plan? > Delete plan now: Click OK in

• How to create custom signup fields

  MemberSpace allows you to add custom fields to your signup form in order to collect more information that's relevant to your business. For example, you could ask what type of company your members

• How to remove the coupon field from payment forms

  If you don't want to give members the option to use a coupon when joining any of your plans, you can easily remove the coupon field from your payment forms. Click Customize (in the left navigation)

• Can I set up a member’s directory?

  Yes! You can integrate MemberSpace and Community Box to create a member's directory on your site. You can set it up within a protected page, so your members never have to leave your site. To create

• Can I offer free trials to my members?

  Yes! We understand how vital it can be to let people try out your membership before they join, so setting up a free trial is easy. You can do that while setting up your Member Plans and choose as

• How to modify the invoices your members receive

  Here's an example of what the default invoice looks like that your members receive: MemberSpace automatically shows the member what they were charged (including any coupons and fees) and what billing

• How to create a paid members-only newsletter

  Tools like Substack are a popular option for folks who want to publish member-only content via a paid newsletter. A paid newsletter is an interesting business model that can free you from having to

• Can I offer promotions or discounts to my members?

  Yes, through coupons! You can create coupon codes applicable to all membership types and set whether the discount applies to all recurring charges, or just once. Your members will see the coupon

• Can my members have more than one recurring subscription?

  In MemberSpace, you can create 4 types of Member Plans: Free (no payment) One Time Payment (e.g. $100 once) Multiple Payment (e.g. 3 payments of $100) Recurring Payment (e.g. $100 every month

• How to stop credit card popups from blocking members

  In rare situations, a member may have a delinquent payment owed to you, but you want to forgive the payment. By forgiving the payment, it will stop the member from seeing an update payment method

• MemberSpace 101

  MemberSpace makes it easy to sell your digital products from your own website. Simply install MemberSpace on your website (we integrate with most CMS platforms, like Squarespace, WordPress, etc.).

• Popular MemberSpace customizations

  Below are the five most popular MemberSpace customizations: 1. Edit the Create Account button on your Login forms By default, whenever someone is viewing your Login form, they'll have the option to

• MemberSpace transaction fees

  How does the transaction fee work? We automatically collect a 5%, 3%, or 1% transaction fee (dependent on your plan) from each of your member charges. This is on top of Stripe's fee.

• How to make a plan private

  If you are looking to create a plan that can be joined by invitation only, you will want to set your plan to "private". By default, members are able to upgrade, downgrade, or join public plans from

• What is MemberSpace branding?

  By default, there will be subtle MemberSpace branding visible to members. Here is what the branding will look like at the bottom of any login or signup forms your members see: MemberSpace branding

• How to gift memberships

  MemberSpace does not have official gifting functionality, but you can certainly repurpose our existing features (see below) to create a gifting experience. How to create a gifting experience (manual)

• MemberSpace security and compliance

  All member login and billing details are secured using modern SSL encryption. For any pages and content you want to protect, we have three security options: Protect pages within products (less

• Does MemberSpace prorate subscriptions?

  Yes, we do! If you have set up billing dates, the first MemberSpace charge to your members will be prorated depending on your billing cycle. If you have a billing date that starts on the 1st of the