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Setup Membership Form

Setup Payment Options for Member Manger Pro

How the membership form works

When combined with the Business Directory plugin, the Member Manager Pro plugin makes it easy to receive new member payments right from your WordPress website using any payment gateway available thru the free WooCommerce plugin.

The membership form automatically creates new listings in your Business Directory, PLUS:

  • New Business members can sign up & pay for their membership right from your website
  • Display member benefits on your site.
  • Automatically create a new Business Listing when the membership form is submitted.
  • Automatically create a new order to track the member’s payment.
  • Track renewal dates right from your Business Directory.
  • Keep your Directory up-to-date by removing lapsed members from display.

** See visual of Member Manager Pro payment process **

Membership Form Setup – MM Pro

Step 1: Create & display Membership Levels

  • Go to Businesses >> Membership Levels
  • Create a Membership Level for each tier of benefits that you offer to your members
  • Display Member Benefits on your website:
    • Create a new page called ‘Member Benefits’
    • Add the shortcode – [membership_levels]
    • Publish the page

Note: Membership Levels will automatically populate to your membership form.

Step 2: Connect with WooCommerce payment gateways

Step 3: Connect Member Manager Pro and WooCommerce plugin

The Member Manager Pro plugin must be connected to the WooCommerce plugin via the Chamber Dashboard settings page.

Go to Chamber Dashboard >> Member Manager Options >> Member Manager Pro Options to make this connection.

Member Manager Pro Settings
  • Go to Settings >> Permalinks – Click ‘Save’

That’s it!  Your membership form has been created.  This form will use fields from the Business Directory plus the information you have just entered to generate your membership form.

Display Membership Form on your site:

  • Create a new page – Pages >> Add New
  • Add the shortcode – [membership_form action="signup"]
  • Click ‘Publish’
  • Add your new page to your site’s navigation menu

You can now accept new member payments right from your website!


Install Free WooCommerce plugin

You will need to install the free WooCommerce plugin by Automattic in order to connect to a payment gateway using Member Manager Pro

Manual WooCommerce Setup

> Set country & currency from the WooCommerce Settings General Tab.

Create & Map Checkout Pages
  • Create a new page called ‘Accounts’, add the [woocommerce_my_account] shortcode, publish the page.
  • Create a Cart page using the [woocommerce_cart] shortcode and a Checkout page using the [woocommerce_checkout] shortcode.
  • From the WooCommerce Settings ‘Advanced’ Tab, map your new pages and click ‘save’.
checkout pages

> Setup your payment gateway from the Checkout Tab. If you are just getting started, we suggest trying the Stripe Payment Gateway, as its setup is fairly straightforward. If you are not using the setup wizard, you will need to install Stripe from the Extensions page.


WooCommerce Setup Wizard

Note: You do not have to use the Wizard, scroll to the bottom of the first screen to skip the Wizard.

> Set country & currency – Store Setup 

click on image for larger view

> Extras – If you are only using WooCommerce to have access to additional payment gateways for Chamber Dashboard, you do not need to worry about using a theme that is compatible with WooCommerce.

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‘Ready to Start Selling’, you can return to your dashboard.

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> Select payment options to offer your members – Payment(If you are new to setting up payment gateways, we suggest starting with Stripe as their setup process is fairly straightforward.)

click on image for larger view

Activate Jetpack – It is not necessary to activate JetPack, you can skip this step.

click on image for larger view

Setup payment gateways

Once you have connected Member Manager Pro to WooCommerce, you can set up as many payment options as you like.

Add additional payment gateways:

  • Go to WooCommerce >> Extensions, click on Payments link.
  • Select, download & install the gateways you’d like to use.
enable WooCommerce payment gateways
  • Go to WooCommerce >> Settings, click on the Payments tab.
  • Enable your gateway, then click the setup/manage button on the right.
  • You will need to setup an account with the payment gateway you have selected.
WooCommerce check payments, WordPress Business Directory plugin
  • That’s it! When your members fill out the membership or renewals form, they will be able to select your new payment option.
  • Test your setup by completing payment thru your membership form.

NOTE: When using Member Manager Pro, your members will need to login to complete their payment. Once they have logged in, they will be presented with the payment options you have setup.

Visit Member Manager Pro documentation for additional WooCommerce Setup options, including adding a print button to the order page.

SEND AUTOMATIC RENEWAL REMINDERS


Set currency & country field

Set Currency

  • WooCommerce >> Settings >> General
  • Scroll down to ‘Currency Options’ and select your currency
  • Be sure to save your changes!

Set Country

Display / remove countries on membership form

Once you have connected WooCommerce to Member Manager Pro, the WooCommerce default list of all countries gets added to the country field of the membership form.  If the bulk of your members are from only one or two countries, you can select only these countries to show on your membership form to make things easier for your members at signup.

country field dropdown - show all countries

Set country Field to US only

To set the countries you’d like to display, go to:

  • WooCommerce >> Settings >> General
  • Scroll down to ‘Selling Locations’ and select ‘sell to specific countries’
  • Select the countries you want to show on your membership form
  • Be sure to save your changes!
WooCommerce sell to specific countries
Now only the countries you have selected will show in your drop-down menu.
Chamber Dashboard - set country field drop down menu

Tax, donation, processing fee fields

Go to Chamber Dashboard >> Member Manager Options, scroll to ‘Membership Form Fields’ to display or remove the tax, donation or processing fee fields.

Here you can suggest an optional donation to new members when they join.

You can add a processing fee to all member payments or set a one-time processing fee for new members only.

And you can add tax to member payments if required.

Each of these fields can also be deactivated when not in use.


Display member benefits

With the Member Manger or Member Manager Pro plugin installed, you can display your membership levels & benefits on your website.

Customize WooCommerce payment notifications


WooCommerce sends a variety of email notifications based on the status of the order, including new orders, cancellations, failed orders, etc. For information on how to edit these, please visit the WooCommerce email notification documentation page.


Capture Referrals

Referred by – How did you hear about us? 

Capture the referral source from new members at signup by adding a referral source drop-down to your membership form.

  • To activate the Referral Drop-down List, go to Chamber Dashboard >> Member Manager Options.
  • Scroll down to activate the Referral Drop-down List, enter options and save your changes.

The Referral Drop-down List will automatically be added to your membership form.

capture-referral-source-Business-Directory-plugin

Connect to Mailchimp newsletter

Email marketing is still one of the most cost effective ways to connect and engage new members. Start engaging your members right away. Adding a Mailchimp signup option to the membership for is included with the Member Manager Pro plugin!

Go to Chamber Dashboard settings page from your WordPress dashboard to enable this feature on your membership form.

Follow this link for instructions on how to login to your Mailchimp account and create Mailchimp API key.

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