How to Set Up a Membership Site Using WooCommerce Memberships

Are you wanting to restrict your products or content? This applies to customers who join a monthly or annual membership plan on your website.

Great, because on this blog we show you how to build a membership site on WooCommerce – the easy way!

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There are many types of membership sites. In its simplest form, a membership site is basically restricted content. New “members” must ask permission from the site owner to gain access to the content.

However, there are lots of variations to this basic concept. They range from paid membership sites to sites selling discounted products to site members. Even selling online courses can take the form of a membership site.

However, there are lots of variations to this basic concept. They range from paid membership sites to sites selling discounted products to site members. Even selling online courses can take the form of a membership site.

That said, if you have a WooCommerce website and are looking for one of the easiest ways to integrate a membership system into your online shop, we think the official WooCommerce extension the WooCommerce Memberships plugin is the easiest way to do it. And we’re not even paid to say this!

Today I am going to take you through some of the things you should consider before starting a membership site. I’ll explain why WooCommerce Membership is the best option available to date. And how to get WooCommerce Memberships up and running on your website.

So, let’s get started!

Membership Site Solution Considerations

If you look hard enough, you’ll find plenty of WordPress membership plugins available. They vary in terms of functionality and price. And while they all get the basic job done, there are some important things to consider before deciding on a solution.

Take a look at some of the things you should think about before implementing a membership plugin onto your website:

• Ease of Setup:

  This is a big one. In fact, most people choose WooCommerce Memberships because it is one of the easiest options available on the market today.

• Payment Options:

  Look at whether your plugin solution prorates charges. Check which payment gateways it works with. Also consider how easy it is to accept members from countries around the world.

• eCommerce Capability: 

  True, WooCommerce Memberships is going to support eCommerce (obviously). But if you are looking to use another plugin, it may not integrate with your existing eCommerce shop. This means your members may need to sign in separately to their membership and your online shop. That can be frustrating.

• Security Measures: 

  Again, referencing WooCommerce Memberships, having built-in security measures is key. With Sucuri fully auditing the WooCommerce codebase, you can rest assured. Your website and your customers’ sensitive information will be safe.

• Added Functionality: 

  Since WooCommerce Memberships is already an extension of WooCommerce, this point is moot if you choose to use it. However, knowing that the plugin you choose has extendibility makes setting up a membership site easier. It also makes it more user-friendly.

• Integration/Compatibility: 

  This is often overlooked, however, the close integration with WooCommerce is one of the reasons we think the official Membership plugin is great. WooCommerce is one of the largest support eCommerce platforms around. So if your membership plugin can use WooCommerce, that makes integration to other systems much easier. Examples include MailChimp or Zapier. It also makes it more reliable.

As you can see, there are plenty of things to think about when it comes to choosing the perfect membership solution. Additionally, it is simple to see why those running a WooCommerce shop should use the complementing membership solution – WooCommerce Memberships.

Not convinced? Read on to find out more reasons why you should use WooCommerce Memberships.

Why Use WooCommerce Memberships?

WooCommerce Memberships is an official extension to the popular eCommerce platform WooCommerce. Integrating completely with both your website’s content and products, this membership solution is an easy-to-use plugin. It brings memberships, content, and your online shop together as one.

Here are some of the key reasons WooCommerce Memberships is a great choice for you:

• Sell or gift access to memberships
• Restrict content on your site based on membership status
• Restrict product viewing and purchasing to members only
• Drip content or product over time to members
• Provide member discounts on your products or services
• Import and export member data into email services and other tools
• Easily track member information and communicate via email
• Send out expiration and renewal notices to retain members

In the end, this plugin solution has everything you could possibly need to maintain a smooth membership system. It does not interfere with your existing WooCommerce shop.

How to Set Up WooCommerce Memberships on Your WordPress Website

The first thing you will need to do is purchase the WooCommerce Memberships extension and activate it on your website.

From there, navigate to WooCommerce > Settings > Memberships to begin configuring the plugin for use.

Configuring WooCommerce Memberships Restriction Settings

The developers of WooCommerce Memberships have graciously written some extensive documentation regarding the use of this membership plugin. That said, they recommend that those wanting to get their membership up and running quickly simply leave the plugin’s restriction settings alone.

However, for those interested in what those settings are, take a look at the types of restriction modes available. This applies whether you want to change them or not.

• Hide Completely. If you want to hide all of your website’s content from non-members, choose this restriction mode. This includes comments made on restricted content, your site’s archives, or your blog or shop’s pages. Only after someone purchases a membership and logs in will this content become accessible. Unfortunately, restricting content like this makes content indexing impossible for search engines. Only choose this option for private membership sites.
• Hide Content Only. If you wish to restrict some content (not including your blog or shop’s pages), choose this option. Again, only after purchasing a membership will this content be accessible. Until then, a convenient restricted access message will appear to site visitors trying to view it. This will hopefully encourage them to purchase a membership.

• Redirect to Page. Similar to “hide content only”, redirect to page restrictions will show your blog and shop’s pages, archives, and optional excerpts. However, if a site visitor accesses restricted content, they will redirect to a page with a content restriction notice.

General Settings

After you have (or have not) configured the plugin’s restriction settings, navigate to WooCommerce > Settings > Memberships under the “General” section.

Here you can do a number of things to get your membership site set up correctly:

• Determine which restriction mode to use for restricted content
• Choose a page to redirect non-members to if you enable “Redirect to page”
• Enable content excerpts to display for non-members and search engines
• Select when and where to show a members login notice: never, in cart page, at checkout, or both
• Change the discount login notice text

In this section, you can also change the restricted content messages. This helps non-member site visitors know when they have run into content allowed only for members. It also tells them how to gain access by purchasing a membership.

Product Restriction Messaging

In addition to changing the restricted content messages, you can change product restriction messages as well. This way, non-members exploring your online shop will know how to become a member. They’ll also learn how to gain access to these specific shop products.

These messages can display based on whether viewing a product is restricted or purchasing it is. It can state that purchasing is not allowed, viewing is not allowed, that only members receive discounts, and more.

More so, this section allows you to define a message reminding members that they receive a discount on certain products. It also reminds them to sign in.

Create a WooCommerce Membership Product

Now that your WooCommerce Memberships plugin is set up to your liking, it is time to create a membership product. Then you can start selling memberships to your site visitors.

To do this, simply create a WooCommerce product (simple, variable, or with a subscription using WooCommerce Subscriptions). Set the membership cost as the price of the product.

There are no specific membership product types since they are tied to a kind of product on your website.

For instance, you may want to allow visitors to add on a membership to another product. You may require membership applications for manual access. Or you may want to allow for membership variations like platinum, gold, and silver plans.

Create a WooCommerce Membership Plan

After creating your membership product, navigate to WooCommerce > Memberships > Membership Plans and click on “Add Membership Plan”. This will let you turn you newly created “membership product” into a true membership.

• Grant access to people purchasing specific products from your online shop.
• Determine the membership length.

• Set the type of content you want only members to access. Decide how long it will take for access to be granted (This is useful for content dripping over time).

• Do the same for products and allow member access as you see fit.

Customize the WooCommerce Member Area

Customize what your members see in the member area once they log in to their account.

• List all posts, pages, and custom post types your members have access to now. Or those they will have access to in the future.
• Show which products your members can view or purchase now. Or those they will be able to view or purchase later.
• Include a list of discounts your members qualify for, including the discount amount.
• Display any member notes.

Create Email Content

One great feature WooCommerce Memberships has is the ability to send out emails to members. These emails inform them when their memberships are about to expire and how to renew them.

If you do not want to use the default email content, you can customize up to three emails:

• Membership Ending Soon. Sent 1 to 60 days prior to a membership end date, this email reminds members of the upcoming expiration. It also asks for a renewal.
• Membership Ended. This email is sent immediately after a membership ends. Access to membership perks are no longer available but a renewal is.
• Membership Renewal Reminder. Again, sent 1 to 60 prior to a membership ending, this email encourages members to renew early.

And that’s that. After this, your membership plan is live and ready to go. Once a site visitor purchases a membership and payment clears, they will have access to members-only content and products.

WooCommerce Subscriptions

It is important to note that if you are planning on charging a monthly subscription for your Membership site  this is a popular option. Then you will need to use the WooCommerce Subscriptions plugin in conjunction with WooCommerce Memberships.

The WooCommerce subscription plugin makes it super simple to offer monthly charges and keep track of each charge individually. It also ensures that the customer’s membership is suspended if the charge ever fails on their credit card.

Alternatives to Using WooCommerce Memberships

There is no denying the power and functionality when it comes to using WooCommerce Memberships. However, for those that are interested in alternatives, take a look at some of the best on the market today:

• Restrict Content Pro: 

  This premium plugin offers website owners a way to restrict content on their website to those who are paying members. It is not the most fully-featured plugin solution out there. However, it is built with solid code, has a clean interface, integrates with WooCommerce, and has several payment gateways built-in for collecting payments. (Price: $42)

• WP Members: 

  WP Members is the original WordPress membership plugin allowing content restriction on your website. Teasing non-members with small excerpts of content, encourage more sign-up and build a healthy membership group in no time. (Price: FREE)

• Paid Memberships Pro:

  Are you looking for a strong & powerful membership plugin that offers flexible content control, drip scheduling, and secure payments? Paid Memberships Pro has you covered! With this plugin, you can easily accept payments by using popular services such as PayPal or Stripe. Additionally, you can expand your functionality effortlessly with a variety of available add-ons. You can also connect easily with tools like Mailchimp, Zapier, and WooCommerce. Everything you need to grow your membership business in one simple platform! (Price: $174)

For those looking for specific WooCommerce alternatives, check these options out:

• YITH WooCommerce Membership
• MemberPress

Altogether, there are many reasons why WooCommerce Memberships may not work for you. For example, you may not use the WooCommerce platform. If you use Shopify, Easy Digital Downloads, or iThemes Exchange, you’ll need a different solution. The same applies to any other eCommerce platform. Moreover, if you are on a tighter budget, you may need more affordable (and even free) options. Lastly, if you are just starting out and feel overwhelmed at the thought of handling a powerful plugin like WooCommerce Memberships, it may be easier to start with a simpler solution. You can switch later when your membership site grows.

Final Thoughts

In the end, this is just the tip of the iceberg. There’s much more WooCommerce Memberships can do for you and your membership system. However, this basic setup gives you a great idea of its potential. In addition, it shows you how you can easily start a membership site right away.
You won’t have to deal with all of the bells and whistles this and other WooCommerce extensions, lend online shop owners.

Disclosure:  From time to time, our blog posts will contain affiliate links for services we actually use and recommend.  This means if you click on the link and purchase something, we will receive an affiliate commission.