Memberships allow you to create exclusive content for your users, fostering a loyal community or providing private access to information for members of an organization. They can be used in various scenarios where you want content to be inaccessible to the general public. Membership capabilities will restrict access to site pages based on whether or not the site visitor is logged in or not.
Membership can be set up in two ways: Simple Membership, where all members have access to the same content, or Custom Access Membership, where different plans can be created to provide access to varying pages, either for free or for a fee.
Note
-
Media uploaded to the media manager and added to membership pages are not secured and are still available using their direct link.
-
Dynamic pages are not able to be assigned as membership pages.
-
In accordance with industry standards, membership pages are by default not indexed and will not be searchable.
Tip
Memberships vs. Subscriptions
While a similar concept, memberships typically offer a sense of belonging to a community with exclusive access to certain content. Subscriptions, on the other hand, generally provide ongoing access to a product or service, often without the community aspect. Memberships focus more on engagement and building a relationship with the audience, whereas subscriptions are primarily transactional.
For more information on subscriptions for the , see Subscriptions in Native Store or Recurring Subscriptions, for .
For the membership feature, there are a few plans to select from. For an overview of the plans and pricing, see Discover the power of site membership.
Note
A login widget is not automatically added to site and will need to be added. It can be found in the widget library. For detailed information on the widget, see the section Login Widget in this article.
To define a page for membership, it must already exist. If there are no pages currently that you would like to designate as membership pages, you will need to add a page first before you can define it as a membership page. For more information on adding pages, see Pages.
Note
If you are using sub-pages and want to have membership on them as well, you must individually restrict each sub-page.
To define a page for membership:
-
Once Membership has been installed, in the side panel of the editor, click Pages.
-
Click the settings (
) icon next to the page, and then click Set Access.
-
In the Set page access section, select Members only.
Note
The page becomes locked for members only. The first time you add a membership page a new login page is added to the site’s pages list, but is not visible in the pages list.
-
In the Which members can access this page? section, select one of the following options:
-
All signed up members.
-
Members who purchased a certain membership plan.
Note
If neither option is selected, it will default to All signed up members.
-
When you add Membership, three default pages are created that can be found in the Pages option in the side panel (located in new section, Membership Pages):
-
Pending page. This page comes with the necessary information for site visitors, though can be edited as desired.
-
Access denied page. This page comes with the necessary information for site visitors, though can be edited as desired.
-
Sign in page. This page also serves as the login page. By default, the Sign Up widget will already be on the page. For information on the available Sign Up widget options, see the section Sign Up Widget in this article. This page can also be designed as desired.
There is only one instance of each of these pages, regardless of the number of restricted pages.
Membership has two widgets - Sign Up widget and Login widget.
The Sign Up widget, by default, is included on the Sign in page. This widget also serves as the login screen.
To configure the sign up widget:
-
In the side panel, click Pages.
-
Under Membership Pages, click Sign in page.
-
Click the Sign Up widget to open the content and design editor (it will be the only widget on the page). There are two tabs that can be configured. The following are the tabs along with their corresponding options:
-
Sign up
-
Make Sign Up the default screen. Choose whether users will see a sign up or a login screen when they first land on the page.
-
Title. Configure the title of the Sign up form.
-
Google Sign up. Enable Google signup.
-
Terms of Service. Customize the terms of use text. We recommend adding links to your Privacy Page and Terms of Use page. For more information, see .
-
-
Log in
-
Make Log In the default screen. Choose whether users will see a signup or a login screen when they first land on the page.
-
Login title. Configure the title for the login form.
-
-
Note
-
The included fields are the only available ones, custom ones are not able to be added.
-
The Sign up widget also serves as the login screen.
-
If the widget is deleted, it can be added from the widget library.
After you add membership to your site, you can add a login widget to your site and select which page members are directed to after logging in. To add the widget:
-
In the side panel, click Widgets.
-
Search for the Login widget. Click and drag the widget to the location you want in the site.
-
Click the widget to open the content editor.
-
On the Content tab, in the section Where to redirect users after they log in? click into the drop down menu and select a site page that members will be directed to when they log in.
-
Publish or republish your site to make the changes live.
Note
The Login widget only works on the live site. To test signing up or logging in, visit the preview link for the site (not the preview option within the editor) and navigate to a members-only page (the page will need to be accessible, for example it can be found in the navigation or a button is linked to it). If you have immediate access to the page without logging in, this likely indicates your browser cache needs to be cleared. You can also try in an incognito window.
With Membership Plans, you can organize your members and pages to provide access to exclusive content on your site. Plans can be free or paid. For example, one of your customers has asked you to create a site that includes online cooking courses. With membership plans, users can join in order to get access to online video courses.
For details on setting up a Custom Access Membership Site, see Custom Access Membership
Note
-
You can only test your membership plans on a published site, it does not work in preview mode.
-
If you delete a Membership Plan, it will cancel any existing subscriptions.
-
Media uploaded to the media manager and added to membership pages are not secured and are still available using their direct link.
To access Membership Plans:
To access Membership Settings:
The following settings are available:
Configure who can sign up as a member:
-
Automatically approve all requests. Allows access to the membership page for anyone who requests access.
-
Manually approve requests via email (approval-based membership). With approval-based membership, new members must request access to membership pages, and requests must be approved before they have access to the membership pages. After trying to sign in, new members are redirected to a confirmation page stating that access has been requested.
-
Click Member Requests Recipients to see who is able to approve memberships (the account owner, team members, and/or clients assigned to the site).
-
Users will see the Pending Page after requesting access until access is granted. However, in Preview Mode, users will immediately see the membership page.
Note
-
New members must be approved to receive access to membership pages.
-
Membership requests are sent to the approvers by email.
-
By default, the account owner will receive the requests if no own has been given the ability to approve.
-
-
Turning this setting on will automatically set all site pages as members-only. Non-members will see a login page when visiting your site, including the homepage, blog posts, and dynamic pages. Additionally, when you add new pages to the site, they are automatically marked as for members only.
Currently, you can invite people to become site members without a specific content plan (general site membership), or assign them a free membership of a specific content plan you’ve created. The option to add members to a paid membership plan will be available in the coming months.
Members can be invited individually or in bulk. You can add members to your membership site in bulk. This is helpful when you are migrating from another membership solution to , or if you have an existing CRM and want to start a membership site.
To invite (or bulk invite) members:
-
In the side panel, click Membership.
-
Click Site Members.
-
Click Invite Members.
-
Enter email addresses into the field. Or, you can copy and paste emails into the field from a CSV.
-
Click Send Invite. You will receive a confirmation message that the invites were successfully sent.
Once the invitee receives the invite email, all they need to do is click Accept Invite in the email to be added to the membership site where they can access all of its features and resources.
Tip
Looking to assign a plan to a site member? This can be done in the plan's edit screen. For more information see Custom Access Membership.
To manage your site members:
-
In the side panel, click Membership.
-
Click Site Members.
-
To remove a member from the list, click the settings (
-
To download a list of members, click Export to CSV (the option won't appear if there are no members).
Note
To manage members, you must have the Manage Free Apps permission.
If the membership settings are set to manually approve requests, members that sign up will need to be approved to gain access. See the section ??? in this article for more information.
To approve new members that have requested access:
-
In the side panel, click Membership.
-
Click Site Members.
-
Click the settings icon next to the member, and click Approve Member.
Note
Only clients and team members with permission will have the option to approve members. To give permission, click Membership in the side bar > Membership Settings > In the Member approvals section, click Set who can approve members.
If Custom Access Membership is not set up on the site, there are only automated emails if membership is configured to be approval based.
When membership is set up to be approval based:
-
The site admin/client will receive membership requests.
-
A member will receive notification once membership has been approved (only those approved will receive them).
For information on automated emails with Custom Access Membership, see Automated Membership Emails.
This status indicates the member limit has been reached for the current feature plan. For a breakdown of the available plans, see Duda Memberships.