How to Use Memberful to Create a WordPress Membership Site

Posted on June 10, 2017 by in Resources | 15 comments

How to Use Memberful to Create a WordPress Membership Site

If you are looking to turn your blog or WordPress website into a membership site, then Memberful may be the solution for you. It is a powerful hosted solution that will turn a regular WordPress website into a fully featured membership site.

In this article we will consider the features Memberful offers, including its ease of use, automated payments, and much more. We will then discuss how to get started with Memberful and how to use it to create a successful membership site with WordPress.

Features of Memberful

To help you decide if Memberful is the right WordPress membership plugin for your website, here are its best features…

Plans for Purchasing Memberful

Memberful Pricing-1

Memberful is a freemium membership tool that is available on three different payment tiers. The most basic of these plans is a free option, perfect for those just starting off in the world of membership sites. It is this free version of Memberful that we will mostly focus on today.

When you sign up with Memberful, you account will initially be in ‘test payment mode’. This will allow you to set up your membership site and try out both the free and premium features Memberful has to offer. If you choose to opt for a premium version of the solution you won’t be charged until you start accepting real payments.

Ease of Use

Memberful Dashboard-1

Memberful is extremely easy to setup and use. The majority of work is undertaken on the Memberful website, in your Memberful account dashboard.

Working in the Memberful dashboard, rather than your WordPress dashboard, does have its advantages. The Memberful site’s impressive user experience quickly puts you at ease and lets you smoothly customize and manage your membership site. It is from within your Memberful account you will be able to create and edit subscription plans, as well as access member information and monitor site activity once your website is up and running.

Create Custom Subscriptions

New Subscription Plans

The free version of Memberful only allows you to create two different subscription plans for your membership site. There are plenty of customization options to choose from when setting up your plans, giving you control over payment schedules, pricing and more.

If you upgrade to a premium plan you can create an unlimited number of subscription plans for your audience. The premium plans also allow you to create a free subscription option, to run alongside your paid plans.

Automated Payments

Memberful Stripe-1

Memberful uses Stripe to process payments securely. Customers can pay with any major credit card from anywhere in the world. Stripe takes care of all the payment details, so you don’t need an SSL certificate for your site.

As part of the service, Memberful automatically takes care of recurring payments, collecting them on your behalf. It is worth noting that the free version of Memberful has a 10% transaction fee attached to it. However, this decreases dramatically to 2%, and then 1%, if you upgrade to one of the premium plans.

Select Which Pages and Posts to Gate

Memberful Restrict Access

When creating your WordPress membership site, Memberful makes it easy to gate content. The plugin adds a control panel to the WordPress post and page editor screens, that makes it easy to define who can access that piece of content.

Memberful Blulk Restrict-1

Memberful also gives you the ability to restrict access to all your posts and pages on your site, or those in specific categories. Depending on how you set up your membership site, you can give members on one tier access to different content than those on another tier.

Premium Features

If you are looking for more advanced features than the free plan offers then you may need to upgrade to one of Memberful premium plans. Here are some of the Pro plan features…

  • Ability to offer Coupon Codes
  • Create Staff Accounts
  • Newsletter Integration with Campaign Monitor or MailChimp
  • Enable Free Member Tiers
  • API and Webhooks

So now we know abit about what Memberful offers, let’s have a look at how to use this solution to create a membership site with WordPress…

Install the Memberful WordPress Plugin

Memberful Signup

To get started with Memberful you will need to sign up to their service. This is a quick and easy process and free to do.

Download Plugin-1

After your initial signup, Memberful will ask you to download their WordPress plugin and will provide you with a WordPress registration key.

Add New Plugin

Once you have downloaded the plugin and copied the key, log in to your WordPress website. Within your WordPress dashboard, select ‘Plugins > Add New’.

Install Plugin-1

Click ‘Upload Plugin > Choose File’. From your files select ‘memberful-wp.zip’ and click ‘Install Now’.

Add Key

Select ‘Activate’, then paste in your registration key and click ‘Connect to Memberful’. Memberful will now appear in your WordPress dashboard menu under ‘Settings’.

Create Subscription Plans

Once the Memberful WordPress plugin is installed and activated on your WordPress site, it is time to set up your membership site.

The first step in this process is to create the subscription plans for your WordPress website. This is not done within your WordPress dashboard, so you will now need to switch back to your account page on the Memberful website.

New Subscription Plans

From within your Memberful dashboard, select the ‘Subscription Plans’ tab from the menu at the top of the page.

Customize Subscription Plan-1

Next, select ‘New Subscription Plan’ and enter the information for your new plan. Here you can give your plan a name and price. Choose the type of plan you want to create (either recurring or one off payments), select the payment renewal frequency if appropriate, and elect whether you want to offer a free trial.

Manage Plan Groups-1

If you are going to create more than one plan, it is sensible to offer users the possibility of being able to upgrade to the higher plans. To enable this option, next to ‘Plan Group’ click on ‘Manage Groups’.

You will need to to give the group of plans that you will create a name and then select your new group as an option next to ‘Plan Groups’. This ensures that customers who purchase a plan can automatically upgrade to any other plan in this group, a good option if you are looking to generate a healthy revenue from your membership site.

Signup Link

When all the information has been entered, select ‘Create Subscription Plan’. Your subscription plan will now be saved and a signup link displayed. The next step is to add the signup links to your WordPress website.

Add Signup Links to your WordPress Website

There are a variety of places and ways to add your sign up link to your WordPress website. Let’s have a look at some of the options…

Display a Signup Link as a Call to Action

Under each post, display a signup link as a call to action. After reading a post, visitors will be looking for ‘what to do next’. If they like what they read, they will be in the right mind frame to subscribe to your site. So make this an easy process for them.

Add Signup Link

The easiest way to add a signup link to your website is to click on ‘Memberful’ in your WordPress post editor toolbar. This will display a drop down menu where you can select ‘Buy Subscription Plan’.

Signup Popup

Once added, your audience will be able to click on the link, which will display a signup pop-up.

Create a Landing Page with Subscription Plans

If you looking to run a successful membership site, best practise is to create a landing page to help sell the different plans you have created.

Table Pricing Module

For those of you using Divi, the Divi Builder and its Pricing Table module make is easy to display your membership plans. Once your landing page is created, simply add the signup links in the same way as explained above.

Gate a Page or Post

As mentioned, Memberful makes it easy to restrict access to all your posts and pages or individual pieces of content. To gate a specific post or page, open it for editing in WordPress and choose the appropriate option from the ‘Memberful: Restricted Access’ panel.

The panel allows you to choose what content is displayed to non-members. This could be a call to action, encouraging them to sign up. Once visitors have joined up to your membership site, the content will be unlocked.

Bulk Block your Membership Site Content

The main options for bulk blocking your membership site are…

  • All pages
  • All posts
  • All posts from a specific category or categories
  • All posts and pages

Settings Memberful

In your WordPress dashboard menu, select ‘Settings > Memberful’.

Bulk Apply Restrict Access Settings-1

Click on the ‘Bulk Restrict Access Tool’ tab. Choose what content you want to block, then click ‘Bulk Apply Restrict Access Settings’.

Add Signup Link to the Editor-1

Select who can access the content and then add the signup link to the editor by copy and pasting the link from Memberful or selecting ‘Buy Subscription Plan’ from the drop down ‘Memberful’ tab.

Visitors will now be shown the membership signup link when trying to access your content. After signing up, they will be able to view your site.

Process Payments

The last step in the process is to integrate your Memberful account with Stripe. Take note that one you have integrated your Memberful account with Stripe, ‘Test Payment’ mode will cease and your subscription plans will go live.

Memberful Stripe-1

To connect with Stripe, log into your Memberful account, and select ‘Settings > Payments’. Click on ‘Connect with Stripe’ to create a Stripe account, or connect with your current Stripe account. Your membership site should now be set up and ready to accept paid members.

Final Thoughts

Memberful is a quick and easy to use membership plugin that will allow you to turn your WordPress website into a membership site. If you are looking to test the viability of your membership site then the free Memberful plan lets you do so without investing any money, whilst still giving you the ability to upgrade to the premium features in the future.

Does Memberful sound like the best WordPress plugin for you? Please let us know in the comments below…

15 Comments

  1. How would this compare to S2Member and Paid Memberships pro??

    • I wouldn’t bother holding on, waiting for an answer…

      You can see for yourself, the top tier is $1200+ a year!!

      Sure there is the Free Tier, but they’re going to be taking 10% of any transactions. So 3x as much as PayPal for example, using any other Free Membership Plugin!

      They’re clearly working to the idea of low volume, high yield.

      I’ve never used it, it may be great at what it does. But for the price they charge for no branding.

      I’d rather not waste time and money finding out when there are far cheaper and well established options that (Li assume) do the same job just as well…

    • I’ve use s2Member and wouldn’t recommended it only if you’re a programmer. It’s not user friendly and although the price may be tempting, the hours to achieve what you’d like will make you frustrated. If you really want to set your mind clear, I recommend to make a Google search with “Best membership option for WordPress”, and look for authority sites to have a general idea of what’s out there.

  2. Thank you for this tutorial. It may help me in future, as I’ve been wondering how to create a WordPress membership site and this guide explains it nicely.

    • Megan Jones

      Glad it helps Andrej. Good luck with creating your own membership site!
      Megan

  3. I am using s2member Pro which is really powerful and comes with lifetime updates. I even managed to connect my software packages with my wordpress site to skip demo function for members.

    • Megan Jones

      Thanks for commenting Christos – reading about the experiences of others can really help our readers. Glad you are getting on well with s2member Pro.
      Megan

  4. I have never heard about Memberful, but I’ll give it a try.

    • Megan Jones

      Thanks for commenting Ayana. Let us know how you get on and what you think of Memberful.

  5. Really good tututorial. I’ll be glad if you can make a video tutorial of it.
    Thanks.

  6. Memberful is really looking useful. i m new for it and i m positive.

    • Megan Jones

      Glad you found this useful Ananya, thanks for commenting.
      Megan

  7. working on a client site that has paid member subscriptions (free version) that I cant get to work properly and I am looking for another free basic membership plugin. All the client wants is for users to sign up for free and have access to restricted contents . Everything i try is not working in terms of making the contents hidden. Any suggestions

  8. hello very nice tutorial i was searching i want to sell not like membership plan but just in post as download like when user come in my post and which product is free its show normal download link with is paid user need to pay after they get there product is possible ??

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