If you are setting up a membership site using the Simple Membership Plugin and wish to offer ‘free‘ accounts to potential users then this documentation will come in handy.
Simple Membership allows for email activation after registration (this can be useful if you are getting a lot of user signups with fake emails for your free membership). Email activation simply means that the user will need to confirm their registration via email prior to being able to log into the site and view hidden content. This ensures that the member is using a valid email address.
Setting Up Email Activation for a Free Membership Level
Email activation is enabled on a membership level basis. This makes it possible to have it only enabled for free levels of membership.
Spam users can be limited by using this feature as all new members need to confirm their registration via email prior to logging in.
Step 1) Enabling Email Activation
- Click on the WP Membership menu and then on Membership Levels.
- Click the Edit button for your Free Membership Level (or another level that you wish to enable email activation for).
- You will see the heading: Email Activation. Mark the checkbox to enable email activation for that level.
- Ensure you click the Save Membership Level button prior to exiting the page.
- Ensure that your ‘From Email Address’ in the email settings menu is correct. This is a vital step because this will determine if emails are sent from your server or not. If you find that you are having email sending issues, please review this forum post.
- All members that now register for that free level will need to confirm their account by clicking the unique link sent to their email.
Step 2) Editing the Activation Email Message
The email activation message sent to your new members after registration can be edited. This email can be edited from the WP Membership Settings menu.
- Click on the Settings menu found under the WP Membership Plugin.
- Choose the Email Settings tab.
- Ensure that your From Email Address is correct. It should follow this format:
Your Name <support@your-domain.com> - Scroll to the bottom of the Email Settings page. You will see the settings for Email Activation.
- Edit the Email Subject and Email Body to suit the membership level that you have enabled email activation for.
- Click the Save Changes button once you are happy with your activation email subject and body.
Note: Do not remove the action link merge tag {activation_link} as this is what will generate the unique link needed for the member to activate the account.
Email merge tags can be used in the activation body text. These can be copied from the following documentation.
The Flow of Registration with Email Activation Enabled
Your visitors will experience the following when you use the email activation feature.
Step 1) The potential member comes to the site and uses the free registration form to register.
Step 2) They are prompted to check their email for the activation link. At this point in the admin dashboard, this users account status is ‘Activation Pending‘. They cannot log into the site without completing the next step.
Step 3) The user logs into their email that they used in the registration form and clicks on the activation link.
Step 4) They are notified that their account has been activated and they are redirected to the login page.
Step 5) Their account in the admin dashboard now changes from ‘Activation Pending’ to ‘Active’.
What Happens if the User Tries to Log-in Prior to Activating their Account?
If a potential member signs up with your registration form and attempts to login prior to clicking the activation link they will be notified to check their email. At this stage they can also generate a new activation email as it may have been lost or ended up in the spam box.
