Several Questions about the Membership Plugin

I have been configuring the membership plugin on this site for my client, an astrologer. Due to the nature of their business, they have some specific questions that must be address before they can fully integrate the plugin. They are:

1. Can we adjust the required fields for purchases to include Sun sign?

2. Can we sell one-time purchases that are not memberships?

3. Can we customize the order confirmation that is sent when someone makes a purchase? For example, we now sell one-time readings and the email confirmation contains a link to access that reading. If someone purchases a Leo Birthday Reading, they receive an email confirmation right away that has a link to the Leo Birthday Reading.

4. Can we offer free memberships for a limited time? So that people can try one of the premium membership levels without entering credit card data?

5. Can we delay membership billing by a month (1st month free, then charge monthly after that)?

6. Can we customize some of our order pages to have limited field requirements for placing an order? Such as free sample editions of our member newsletter that only require an email address and Sun sign to receive access?

7. Can we offer more than one option for duration of each membership level? For example, can we offer monthly recurring, three month, six month, and twelve month memberships for each of the paid levels of membership?

8. Can we set the system up to automatically send renewal reminders when a membership is due to expire? And can we control the number of renewal reminders sent and the content of those reminders?

9. Can we offer discounts on memberships with a coupon code, or through other means?

10. Can we search records by field and generate a list of the search results? For example, I just generated a list of customers with the Sun sign "Leo" to send them information about the upcoming Leo birthday reading. It's also useful to search by City and State if we have an event in a specific area of the country.

11. Can the system "talk to" the Washington State system to calculate correct sales tax and track that information? Washington State has a complex sales tax system, and tax rates can change from one block to another within the same town. We need to pay the proper amount of sales tax, and list the locations that purchases were made from when we file.

12. Can we create custom sales reports to track membership sales from year to year as well as specific one-time products that we are selling? Or compare sales totals by month with previous year's sales in the same month?

13. Can system be linked to other software? Specifically to our mailing list manager (dada mail)?

14. If so, can we designate which list an email address will be added onto based on the type of membership or product they purchase? For example, right now if someone purchases a premium membership, our current sales system adds them to three lists: our member list, our sales list (anyone who has ever purchased anything), and our master list (all emails we have ever collected) in dadamail.

  • PC

    Hiya,

    Greetings and thanks for posting on the forums.

    Here are my thoughts on the questions.

    1. Can we adjust the required fields for purchases to include Sun sign?

    If by purchases you mean the subscription plans, then you will need to create different plans for different sun signs and you can assign the same access levels or create multiple access levels where each access level gives access to the pages according to that particular sun sign

    2. Can we sell one-time purchases that are not memberships?

    Yes you can create one time subscriptions plans as well i.e. as good as a single purchase.

    3. Can we customize the order confirmation that is sent when someone makes a purchase? For example, we now sell one-time readings and the email confirmation contains a link to access that reading. If someone purchases a Leo Birthday Reading, they receive an email confirmation right away that has a link to the Leo Birthday Reading.

    Unfortunately not. It does not allow you to customize emails to send links however you can add a message where you can include other details using the below constants

    %blogname%
    %blogurl%
    %username%
    %usernicename%
    %networkname%
    %networkurl%
    %subscriptionname%
    %levelname%
    %accounturl%

    4. Can we offer free memberships for a limited time? So that people can try one of the premium membership levels without entering credit card data?

    Yes, you can. Just create a subscription plan with 0 price for the duration you want them to access it for and they won't be asked to enter their credit card.

    5. Can we delay membership billing by a month (1st month free, then charge monthly after that)?

    Yes, you can.

    6. Can we customize some of our order pages to have limited field requirements for placing an order? Such as free sample editions of our member newsletter that only require an email address and Sun sign to receive access?

    Not out of the box, However you can create a separate subscription for free access and they can signup for it.

    For receiving newsletter, you can use our Mailchimp Integration plugin to auto opt in them to your mailing list.

    7. Can we offer more than one option for duration of each membership level? For example, can we offer monthly recurring, three month, six month, and twelve month memberships for each of the paid levels of membership?

    No, you will need to create a separate subscription plan with the same access level settings and set it for a different duration. One plan does not allow multiple choices for billing.

    8. Can we set the system up to automatically send renewal reminders when a membership is due to expire? And can we control the number of renewal reminders sent and the content of those reminders?

    Yes, you can create messages to be sent before the membership expires and what that contains.

    You can also create multiple messages if you want to send more than one time. One message sends notification only once.

    9. Can we offer discounts on memberships with a coupon code, or through other means?

    Yes, you can use coupons.

    10. Can we search records by field and generate a list of the search results? For example, I just generated a list of customers with the Sun sign "Leo" to send them information about the upcoming Leo birthday reading. It's also useful to search by City and State if we have an event in a specific area of the country.

    It allows you to filter the member list by Subscription/level or membership status however there is not feature like you want :slight_frown:

    11. Can the system "talk to" the Washington State system to calculate correct sales tax and track that information? Washington State has a complex sales tax system, and tax rates can change from one block to another within the same town. We need to pay the proper amount of sales tax, and list the locations that purchases were made from when we file.

    The plugin does not charge tax on the payments atm. However it can be requested as a feature request on a separate thread as it can make a good feature.

    12. Can we create custom sales reports to track membership sales from year to year as well as specific one-time products that we are selling? Or compare sales totals by month with previous year's sales in the same month?

    Currently reporting is not available as custom where you can compare the sales etc. It just shows you the latest news on who joined what level, the member breakdown and the statistics.

    13. Can system be linked to other software? Specifically to our mailing list manager (dada mail)?

    14. If so, can we designate which list an email address will be added onto based on the type of membership or product they purchase? For example, right now if someone purchases a premium membership, our current sales system adds them to three lists: our member list, our sales list (anyone who has ever purchased anything), and our master list (all emails we have ever collected) in dadamail.

    It'l have to be a custom development if you want it to be integrated with any 3rd party software.

    I hope that helps. Please feel free to ask if you have more questions on the same.

    Cheers
    PC
    Sales &Support

Thank NAME, for their help.

Let NAME know exactly why they deserved these points.

Gift a custom amount of points.