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WordPress Simple Membership uses one registration form which is capable of detecting which membership level a user is permitted to signup for and allows the user to register for that level.

Lets say for example, a user goes to your site and pays for the “Gold” membership level, then after the payment the plugin will only let this user register for the Gold membership level when he/she clicks on the unique registration link sent to them via email.

If a user directly goes to the registration page without paying for any membership then the plugin will only allow this user to signup for a free membership account given you (the admin) allow free membership on your site.

A user cannot signup for a paid/premium membership without making a payment first (Just visiting the registration page without making a payment won’t help). After the payment the plugin will send a unique registration link (valid for one user registration) to this user’s email address. The user will be able to register for a premium membership account by following that unique link only.

Can I Create Registration Pages for a Specific Membership Level?

Yes you can. Registration forms created using this method allows the user to register for the specified membership level without making any payment:

Create a new WordPress page. Then add the following shortcode on this page. It will place a registration form for the following membership level 3.

[swpm_registration_form level=3]

Change the level ID value (3) to the actual membership level ID value for your system. You can also use this add-on to generate the shortcode.

When users register using this form, they will be signing up for that particular membership level that you specified in the shortcode.

You can also hide this special registration page from the standard WordPress navigation menu by excluding the page from your menu.

Member Registration Process

Make sure you read the Registration Process documentation which has more details on the registration process.

This addon allows you to create a registration form for a particular membership level on any post or page.

You can use it to give access to various different membership levels for free. Its free in the sense that if you use it on a WordPress page then a visitor can go to that page and create an account for that membership access level directly.

This can be useful if you are manually accepting payment and then you want to share a link to this special registration page after you have manually received the payment.

Note: For normal situation you don’t need this addon. Read this documentation to learn how the registration process is handled by default. The functionality explained in this page is only useful if you want to create registration form for a particular level then send visitors to that page so they can signup to that level for free.

Download the Addon

Download the addon.

Addon Installation

1. Click on the Add New menu under the plugins interface.
2. Go to the Uploader tab and upload the swpm-form-shortcode.zip file
3. Hit the Install Now button and then activate the addon

Addon Usage

Step 1) After you install this addon, go to the Form Shortcode menu from the admin dashboard. Select a membership level from the dropdown list to generate the registration form shortcode for that level.

It will show you a shortcode like the following (2 is the membership level ID in this example):

[swpm_registration_form level=2]

Step 2) Create a new WordPress page or post where you want to add the registration form for this membership level.

Step 3) Use the shortcode from step 1 in this page.

Now, you can send visitors to this page so they can fill in the form to get signed up to this membership access level.

Adding Links to The Pages on Join Us Page

Once you have created the different pages for the different levels, you can put links to those page on your Join Us page so the visitors can go there. Remember, this allows the visitors to signup to the level in question for FREE. So use this carefully.

If you want to automatically log your members into the site immediately after they complete the registration, then you can enable the Enable Auto Login After Registration feature. This is an optional feature of the plugin.

Do the following to configure auto login after registration:

Step 1) Go to the Advanced Settings interface of the plugin:

Simple Membership -> Settings -> Advanced Settings

Step 2) Check the Enable Auto Login After Registration field.

Step 3) Save the settings.

Now, when the members complete the registration by submitting the registration form, they will get logged into the site automatically then the after login redirection will take place (if you have configured after login redirection).

You may want to redirect your members to a specific page after they submit the registration form. This is an optional feature of the plugin.

After Registration Redirection When Using the Simple Membership Plugin

Do the following to configure after registration redirect for your members if you are not using the Form Builder:

Step 1) Go to the Advanced Settings interface of the plugin:

Simple Membership -> Settings -> Advanced Settings

Step 2) Enter the page URL value in the After Registration Redirect URL  field.

Now, when the members complete the registration by submitting the registration form, they will get sent to the redirection URL you configured.

After Registration Redirection When Using the Form Builder Addon

If you are using the Premium Form Builder addon, you will need to complete the following instructions for a successful after registration redirection for members. Those using the Form Builder have the ability to set a different after registration redirection for each form they create. This means that the redirection can be member level specific.

Step 1) Within the Form Builder menu, click the edit button for the registration form that you wish to add redirection to.

Step 2) Under the Confirmation section of the Form in question, you will see a check circle for a Redirect. Copy the URL of the page you wish those who complete this form to be directed to and paste it within this redirect field.

Step 3) Ensure you Save any changes you make.

Step 4) Once a new member registers using this form, they will be sent to the page you have specified in the redirect field.

You can offer special member registration via an invitation code or a password with the simple membership plugin.

The following steps will show you how to set this up

Step 1) First, create a new registration page where you will use the invite only registration.

Step 2) Use this feature of the plugin to put a registration form for your special membership level on this newly created registration page.

Step 3) Select the password protect option for this page and set a password (this will be your invite code) for it.

You can password protect a page by editing the visibility option of the page. See screenshot below.

Step 4) You can now share the URL of this special registration page and the invitation code with the users.

There are a couple of different ways you can handle the registration process with Simple Membership. Read all the info on this page to understand all the available options.

Standard Membership Registration Process

The following section gives an overview of the standard membership registration process:

1. Visitors click on the Join Us link (because they want to become a member of your site)
2. It takes them to the Membership Join Us Page where you have explained all the different types of memberships you offer on your site. Think of this page as your landing page where the potential customers will go to and they can see all the various different membership options you offer.
3. From this page, they can decide which membership option they want to choose (Example: Free, Premium, Gold or whatever you are offering)
4. If they choose the Free Membership, then they just click on a link that takes them to the registration page. Anyone can go to this page directly and sign up for a free membership (if you allow free membership).
5. If they choose a Paid Membership option, then they make a payment by clicking on the payment button for the appropriate membership access level.
6. Once the Payment is confirmed, the plugin will create the appropriate membership account for this user (according to the payment).
7. The member will receive an email that contains a special link to complete the registration.
8. When the member clicks on that special link in the email it will bring them to the registration page and let them choose a “username” and “password” for their account.

Steps 7 and 8 are additional steps that allow the members to choose their own username and password (this is better than giving them randomly generated username and password).

Important Notes

The plugin will figure out which premium membership level a user is signing up to based on the payment button he used to make the payment. For example: if the user clicked on the payment button for membership level “3” then the plugin knows that this user is only allowed to have level 3. So when he clicks on the “special” link (sent to his email after the payment), the plugin will set the registration form for level 3.

The key point to understand is that the payment button the user uses to make membership payment is what determines which membership level the user is buying. So on your membership Join Us page is where you offer the various membership level choices you have for your site (not on the registration page).

Read the following documentation for more explanation:

• How Simple Membership uses one registration form for all users

Get Users to Register Before They Can Pay for Paid Membership

This documentation explains how you can set up the membership plugin so the registration is handled before they pay for membership.

What If I am Only Allowing Free Membership?

If you only want to have Free Membership then on your join us page simply state that you offer free membership on this site. Instruct the users to the go the registration page and signup for a free account.

If you are offering multiple free membership account option on your site then do the 2nd method explained here.

Membership Payment

Read the membership payment documentation to learn how to create payment buttons for your memberships.

Membership Renewal and Upgrade Payment

If you want to offer premium membership renewal and upgrade options then read the following two documentation:

• Creating Membership Renewal Button
• Creating Membership Upgrade Button

Adding Captcha To the Registration Form

You can add captcha to the registration form using our free captcha addon.

Email Activation for New Member Accounts

Read the email activation feature documentation to learn about this feature.

Anyone Can Register Option of WordPress

This documentation has explanation of this option.

The form builder addon allows you to fully customize the fields that appear on the Registration and Edit Profile Form/Page of your membership site.

If you need to customize the registration form and collect various custom data from your members when they signup for a membership account then this addon is what you need.

You will be able to create registration and edit profile forms with custom fields for each of your membership levels. This allows you to collect different custom data for different membership levels.

Installing the Form Builder Addon

1. Click on the “Add New” menu under the plugins interface.
2. Go to the “Uploader” tab and upload the swpm-form-builder.zip file
3. Hit the “Install Now” button and then activate the addon.

Form Builder Addon Usage

After you install and activate the addon, you just have to create your custom registration and edit profile forms. So you basically create custom forms (for your membership levels) and then customize the fields in the form. The plugin takes care of the rest.

Go through the following few steps to start using the addon.

Step 1) Access the Addon’s Admin Interface

In order to use the addon, go to the form builder link from the simple membership admin dashboard menu.

Step 2) Create a Custom Form

You can create custom forms for each of your membership levels or you can just have ONE form for ALL your levels.

In the beginning, it is a good idea to create one form that will catch all your levels. Later you can create membership level specific forms (if you need to).

Each of your custom registration forms need to have a corresponding edit profile form. The custom registration form will be shown on your registration page and the custom profile form will be shown on your edit profile page. When you create a registration form, the addon will automatically create a corresponding edit profile form for you.

Lets first create a new registration type form for “All” levels to see how it works.

Click on the “New Form” link to create a new custom form:

Give the form a name (example: All Levels Registration Form). Chose the type of form to create (registration form or profile form). Choose which membership level/s this form should apply to.

Step 3) Customize the Form Fields

After you hit the “Create Form” button, you will be in the form customization interface. It creates the basic form with the minimum required fields (mandatory fields). The following fields are required for our plugin to function:

• Username
• Password
• Email
• Membership Level

You can visually add or remove custom fields to the registration or the profile form that you are creating.

Initially, it is a good idea to have a few simple fields just to test things out so you can see how it works. Later you can edit the form and customize it more.

You can add the following types of fields to your custom form to collect details from your members. There are two types of fields: Standard and Custom.

You will also be able to customize various details of the fields that you add to the form.

• You can make a field *required* by your members
• A ‘Read Only’ field meaning an answer can not be submitted
• A field that is only shown to admin

You can view the different custom field properties in the screenshot below:

Step 4) Save the Form

Hit the “Save Form” button after you are done customizing the form fields. This can be found in the bottom right hand corner of the page.

Step 5) Viewing the Custom Form on the Registration Page

When the users go to the registration page to register for a membership account, they will see the custom form that you configured according to their membership level.

You can temporarily enable free membership (If you aren’t offering free option on your site already). This will allow you to go to the registration page and see how the custom form you created shows up on the registration page.

Registration Form Example

The registration form that you create using the form builder addon will look like the following:

Edit Profile Form

When you create a new registration form for a level, the addon will automatically create a corresponding edit profile form for that level (in the background). You can edit it and add or remove fields from this form.

Check your forms list menu and if a membership level doesn’t have a corresponding “profile type” form then create one.

The fields in a profile form should be very similar to what you have in the registration form of that level. You can add extra custom fields in your profile form to collect more info from a member via the edit profile page.

Using Read-Only Fields

You may want to show some text to your members that you don’t want them to be able to edit. You can mark a text or text area field to be “read-only”. You (the site admin) can enter value in that field by editing the members profile from the admin area.

Using Show to Admin Only Fields

You can also mark a text or text area field to be shown to the admin only (the members can’t see that field from their edit profile page). This can be useful if you need to save some notes about a member with the profile.

Using Google Captcha with Form Builder

You can use our free google captcha addon to show captcha verification on the registration form.

When you enable and configure the captcha addon, the form builder registration form will show the captcha to your visitors (see screenshot below).

Customizing the Registration Success Message

If you want to customize the text that is displayed to the members after they successfully submit the registration form, you can do so by editing the form’s confirmation message.

Edit the custom form in question then enter your message in the “Confirmation” field.

After Registration Redirect When Using Form Builder

If you wish to redirect your users after they submit their form, please see the following documentation.

Adding the Custom Fields to the Email

The best way to view the field values entered by a user is to log into your admin dashboard and view the member’s profile from the members menu.

You can use the following email merge tag that will include all the custom field values in the email.

{raw_custom_fields}

Viewing the Custom Fields Data

The members can view the data that they have filled in by going to the “edit profile” page. They can update the data from that page also.

The admin of the site can view the member’s custom data by editing a member’s profile from the “members” menu of your admin dashboard.

Get the Form Builder Addon

Form Builder Addon

Customize the registration and edit profile form fields of your membership site using custom fields.

This is a one-time payment (includes 1 year of support and updates).

Price: $47.00

Select Your License : Single SiteUp to 5 Sites [+ $70.00]Up to 10 Sites [+ $150.00]

Addon Bundle Deal

Form Builder + Member Directory Listing
Single Site
Full Price: $87
Discounted Price: $69

When you install the simple membership plugin, it will create the following required pages for you automatically:

• Login page (this is where users will go to log into the site)
• Registration page (this where users fill in a form to register/create account)
• Join Us Page (this is where a user goes to find out all your membership options)
• Edit profile page (your members can go to this page to edit their details)
• Password reset page (used for resetting a member’s password)

If you accidentally delete them then you can use the following steps to recreate the pages:

• Go to the Settings -> Tools interface of the plugin.
• Click on the “Re-create the Required Pages” button. This will create the pages for you (if needed).

After that, the required pages should be in place for the plugin to function correctly.

Manually Recreate the Required Pages

Using the above mentioned “tools” option is the better way to handle this. However, if you want to create the pages manually then you can use the following manual steps to create those pages.

Login Page

• Create a new WordPress page called “Member Login” and add the following shortcode to this page: [swpm_login_form]
• Take note of the URL of this newly created login page
• Go to the settings menu of the membership plugin and enter the URL of this page in the “Login Page URL” field.
• Save the settings

Registration Page

• Create a new WordPress page called “Registration” and add the following shortcode to this page: [swpm_registration_form]
• Take note of the URL of this newly created registration page
• Go to the settings menu of the membership plugin and enter the URL of this page in the “Registration Page URL” field.
• Save the settings

Join Us Page

• Create a new WordPress page called “Join Us” and customize this page to your liking.
• Take note of the URL of this newly created join-us page
• Go to the settings menu of the membership plugin and enter the URL of this page in the “Join Us Page URL” field.
• Save the settings

Edit Profile Page

• Create a new WordPress page called “Edit Profile” and add the following shortcode to this page: [swpm_profile_form]
• Take note of the URL of this newly created edit profile page
• Go to the settings menu of the membership plugin and enter the URL of this page in the “Edit Profile Page URL” field.
• Save the settings

Password Reset Page

• Create a new WordPress page called “Password Reset” and add the following shortcode to this page: [swpm_reset_form]
• Take note of the URL of this newly created password reset page
• Go to the settings menu of the membership plugin and enter the URL of this page in the “Password Reset Page URL” field.
• Save the settings

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