“Access To” Setting

This screenshot shows the Access To setting enabled for All Pages for the Platinum level.

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This means the Platinum level can access all pages on the site. The screenshot above actually shows the Platinum level has access to All Posts, All Pages, All Comments, and All Categories. But this example below is focused on the All Pages option.

“Access” Section in WishList Member when editing a WordPress Page

This means when you edit a page in WordPress, you will see the following message under the WishList Member > Access section.

Level with access to all pages: Platinum

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You won't need to set the Platinum level to be able to access the individual page since it can already access All Pages. If there is a page you don't want the Platinum level to access, you can disable the All Pages option for the Access To setting for the level. You would then be able to set individual access to pages for the Platinum level.

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You will see the Level ID number in the string right after #levels_access-

Example: https://wlmtest.com/wp-admin/admin.php?page=WishListMember&wl=setup/levels&level_id=1534276756#levels_access-1534276756 

(In this example, the Level ID is 1534276756)

You should see that appear on the bottom left of the screen when you mouse over the Level name.

There may be times when you want to allow users to register but you want to restrict access until you've approved them. Using the WishList Member registration requirements settings can definitely help.

This method is useful if you have specific content you only want accessible by a select list of people. Perhaps you have a page of instructions only meant to be seen by your students or you need to be sure a sensitive piece of content is only viewed by a specific group of users.

WishList Member gives you the power to choose to approve (or not approve) anyone who registers.

Or, you may want the users to confirm their registration through email before they can access the protected content. This can help to reduce spam registrations since the user must click a link sent through email in order to view protected content.

You can even require they agree to your terms of service or fill in a reCaptcha before they can complete their registration.

The choice is yours when using WishList Member and the Registration Requirements settings.

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Requirement Settings

The WishList Member registration requirements settings are available in the Setup > Levels > Click to edit Level > Requirements section in WishList Member. The screenshot example below shows a level named Silver.

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The Requirements tab has several options. More details on each is available below.

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Require Admin Approval For Free Registrations

If enabled, the site admin must confirm the free registration before the user is given the Active status to the level.

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The user will have the Needs Approval status for the level and cannot access protected content assigned to the level until they are approved. A site admin can approve the registration for a user in the Members > Manage section.

The screenshot example below shows a user who registered for the Silver level. The user has the Needs Approval status for the level since the Silver level requires admin approval.

The user can login to the site but they cannot access any of the content assigned to the Silver level yet.

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A site admin can click the Needs Approval icon to approve the registration for the user.

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The Approve Registration popup will appear and the registration can be confirmed.

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There is also an option in the Action dropdown to “Approve Registration to Level”. This can be used to approve multiple users by clicking the checkbox beside their name(s) and then using the Action dropdown to apply the action to all selected users.

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Either method can be used to approve the registration. The user now has the active status for the level and can access any protected content assigned to the level when logged into the site.

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Note: This setting only applies to free registrations. It does not apply to registrations through an integrated payment provider. Payment providers can be integrated with a level in the Setup > Integrations > Payment Providers section in WishList Member.

Requiring admin approval for free registrations can be useful in team sites for employees or memberships that need each new member to be manually verified.

Require Admin Approval For Free Registrations – Edit Notifications

You can click the Edit Notifications button to view or edit the email notifications that are sent out.

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The Require Admin Approval for Free Registrations Notifications popup appears.

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There are three Notification emails that can be sent. Each can be enabled or disabled in it's own tab depending on your preference.

• Notification to Admin
• User Awaiting Approval
• User Approved

Notification to Admin. If enabled, the notification email will be sent to the site admin if a user registers for the level and requires approval. The site admin can then decide if they want to approve the registration.

The email subject and email message can be edited or the default subject and message can be used. You could set the email subject to something unique that you would recognize right away so you can check on the new registration.

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User Awaiting Approval. If enabled, the notification email will be sent to the user if they register for this level and require approval from the site admin. This informs the user their registration has gone through and they can await the potential approval.

The email subject and email message can be edited or the default subject and message can be used.

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User Approved. If enabled, the notification email will be sent to the user when their registration has been approved by the site admin. This lets the user know they have been approved and can now access protected content.

The email subject and email message can be edited or the default subject and message can be used.

Require Admin Approval For Payment Provider Integrations

This option is nearly identical to the Require Admin Approval For Free Registrations option noted above except this applies to members who first pay through a payment provider. You can select whether or not to require admin approval for these registrations as well. All the same options are available including the email notifications.

The WishList Member registration requirements settings are available for both free and paid registrations.

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Require Members to Confirm Email

If enabled, the user must confirm the registration by clicking the link in the email that is sent after registration.

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Once confirmed, the user is given the Active status to the membership level. The user will have the Unconfirmed status for the level and cannot access protected content assigned to the level until they confirm.

The screenshot example below shows a user who registered for the Silver level. The user has the Unconfirmed status for the level since the Silver level requires the user to confirm through email.

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Note: A site admin has the ability to manually confirm the registration for the user if desired. This could be done if the user is having an issue receiving the email to confirm or if the site admin simply wants to approve the user for any reason.

There is also an option in the Action dropdown to “Confirm Subscription to Level”. This can be used to approve one or multiple users by clicking the checkbox beside their name(s) and then using the Action dropdown to apply the action to all selected users.

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The user now has the active status for the level and can access any protected content assigned to the level when logged into the site.

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Require Members to Confirm Email – Edit Notifications

You can click the Edit Notifications button to view or edit the email notifications that are sent out.

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The Require Members to Confirm Email Notifications popup appears.

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There are three Notification emails that can be sent. Each can be enabled or disabled in it’s own tab depending on your preference.

• User Notification
• User Notification Reminder
• User Confirmed Notification

User Notification. The notification email will be sent to the user stating they need to confirm their registration before it is active. The email include the [confirmurl] shortcode which displays a link in the email. Once the user clicks that link, the registration is confirmed and they have active status for the level.

The email subject and email message can be edited or the default subject and message can be used.

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User Notification Reminders. If enabled, a series of reminder emails will be sent to the user if they have not yet confirmed their registration. Reminder emails will not be sent if the user has confirmed their registration. Once a user confirms, these emails are not needed.

There are three fields to handle the reminder emails. The default settings are typically used but you can edit them as needed. Details and a screenshot are included below for reference.

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First Send After: The first reminder email will be sent after the set time in the First Sent After field. As an example, if this is set to 1 hour, the reminder email would be sent 1 hour after the user registered (if they have not yet confirmed registration).

Send Every: This is the time interval each additional reminder email will be sent after the first reminder email is sent. As an example, if this is set to 24 hours, the next email(s) would be sent in 24 hour intervals after the first reminder email was sent.

Total Reminders Sent: This is the total number of reminder emails to be sent. As an example, if this is set to 3, a total number of 3 reminder emails would be sent at the scheduled intervals. The first reminder email would be sent followed by two additional reminder emails for a total of 3.

The email subject and email message can be edited or the default subject and message can be used.

Note: The email messages are scheduled with the WP Cron built into WordPress. The WP Cron does not support specific time. For example, 1 hour may be slightly more or slightly less than 60 minutes. Decimals can be used to set a time less than 1 hour. Example: 0.5 equals 30 minutes and 0.25 equals 15 minutes.

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Email Confirmed Notification. If enabled, the notification email will be sent to the user after they have confirmed their registration.

The email subject and email message can be edited or the default subject and message can be used.

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Email Notification Mergecodes

WishList Member mergecodes can be inserted into any of the the email notification messages. The mergecode will be inserted into the message and will display the corresponding information to the user when viewing the email.

For example, the user’s first name, last name, email address, membership level, etc. can be inserted. Simply select the mergecode you would like to include in the email message and WishList Member will automatically input the corresponding information.

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Require Terms and Conditions

If enabled, the user will be required to click a checkbox acknowledging they accept the terms and conditions before registering for the membership level.

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Require Terms and Conditions – Configure

You can click the Configure button to view or edit the terms and conditions message.

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The Terms and Conditions Configure popup appears. You can add your own message using the text box provided.

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Require reCAPTCHA

If enabled, a reCAPTCHA will be displayed on the registration form that must be confirmed in order to register. This can help reduce spam registrations.

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Require reCAPTCHA – Configure

You can click the Configure button to view or edit the reCAPTCHA message.

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You can enter your reCPATCHA Site Key and Secret Key in the corresponding fields if you already have a reCAPTCHA account. If not, you can use the link provided to create one and get your keys.

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Additional details on reCAPTCHA Keys:

If you have not created a reCAPTCHA account, you can enter a label and select which version of reCAPTCHA you would like to use (V2 is recommended) in the “Register a new site” section. You can select the type of reCAPTCHA you prefer.

A sub-section named “Domains” will appear. You can enter the domain of your membership site into this field and check the box to accept the reCAPTCHA terms of service.

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Once you click the “Submit” button, you will be taken to a screen that displays your Site Key and Secret Key.

You can now enter the Site Key and Secret Key into the corresponding fields in WishList Member.

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The WishList Member registration requirements settings are available any time you want to apply any of the options mentioned in this article.

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Note: You can get more info on each tab that appears when creating or editing a membership level using the links below.

• Create a New Membership Level – Overview (includes a Video Tutorial)
• Access
• Registrations
• Requirements
• Additional Settings
• Email Notifications
• Actions

The option to create a membership level is an easy process in WishList Member. You set the name, configure a few settings and you have your new membership level. You can even duplicate a membership level to save yourself time and effort.

You may find yourself in a situation where you want to create additional levels and you may also find the new levels are pretty similar to the original level.

In that case, it would be ideal to be able to simply duplicate that first level and change the name (and make any small edits if needed).

This could be useful in a situation where you want to duplicate a level in order to set up a different price point for what is provided within the original level.

As an example, duplicating a level that is integrated with an annual subscription would allow you to setup the integration for the newly created level with a monthly subscription.

This is where the “Duplicate Membership Level” feature comes into play.

In this article, we are going to answer the following question:

“How can I duplicate a membership level?“

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You can access the membership levels in the Setup > Levels section in WishList Member.

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Mousing over the row of the level you want to duplicate will result in the Duplicate Membership Level icon appearing. Click that icon to start the duplication process.

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The Edit Level section appears. All the settings are the same as the original level. The level name is prefixed with “Copy of”. This can be changed to the name of your choice.

In this example, the original level is named Gold so the duplicated level shows Copy of Gold as the new level name.

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You can change the level name and any other settings you might want. 

In this example, we have set the new level name to Extra Bonus and have not altered any other settings for the level.

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The duplication process is complete and the new level will appear on the bottom of the listed levels.

Note: You can use the drag and drop icon that appears when you mouse over the level row to change the level order if you want.

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The membership level duplication process can be repeated to create additional levels and can be done at any time.

Note: If you want to accept payment for a newly created level, that can be configured in the Setup > Integrations > Payment Providers section of WishList Member.

Or, you can stop their access after their membership have been cancelled by not enabling the Grant Continued Access setting.

Any Members in the Level will retain access to the protected content assigned to the Level even after they have been cancelled from the Level if the Grant Continued Access option is enabled.

These URLs are typically used for free levels but they are also very useful for testing. You can use one of these URLs to test the registration process for a level. As an example, you can copy a Simple Registration URL and paste it into a browser and you can register yourself as a test user. You will experience the registration process just like your members will. This allows you to test and resolve any potential issues.

Please be sure you are not logged into the site as a user or with an admin account when testing a registration. You can use a private or incognito browser to ensure you are not logged in. This will provide you with the same experience a member will have when registering for the level. You should also use an email address not tied to any user or admin account in the site.

Simple Registration URLs are located in the Setup > Levels > *Click on Level Name* > Registrations section of WishList Member.

If enabled, the Registration URL can be clicked on and copied.

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Pasting the URL into a browser will direct to a page with a registration form for the level.

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Edit a Simple Registration URL

The end of a Registration URL includes a random set of characters.The random characters can be edited to create a new Registration URL. This is useful if you have provided the Registration URL for some time and decide you no longer want that original Registration URL to allow for free registration to the level.

Changing the end of the Registration URL will result in the original Registration URL no longer being active.

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Use the Simple Registration URL as it Appears

The user will be directed to the site home page instead of the registration form if you copy the Registration URL destination link and not the actual Registration URL itself.

If you click or navigate to the Registration URL, you will see that the URL itself actually changes when it gets to its destination. This destination link cannot be used to direct users to register.

You must use the exact Registration URL from the level. Click the URL field and the Registration URL can be copied. This direct link will display the registration form.

A Level can be set to expire after a set number of days, weeks, months, or years.

This will mean a Member who joins that Level will only have access for the set length of subscription.

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Note: Once the Level expires, the Member cannot rejoin that Level unless the Registration Reset Date setting is enabled for that Level.

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If the Registration Date Reset setting is enabled, a Member who lost access to the Level can use the Existing Member Login option on the registration form to Re-Register for the Level.

If the Registration Date Reset setting is not enabled, the Member would not be able to re-Register for that Level as they would remain expired.

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This is also touched on in the Registration Date Reset Knowledge Base article.

The lower the Level appears on the list of Levels in the Setup > Levels section of WishList Member, the higher the Level will rank.

This will affect which After Login page will appear to Members who are part of multiple Levels.  If a Member is a part of multiple Levels, they will see the After Login page tied to the lowest Level on the list of Levels.

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A site Admin can go the Setup > Levels section of WishList Member and mouse over the Row of the Level to see the Up/Down Arrow icon.  The Up/Down Arrow icon can be used to drag and drop the Level.

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Please Note: There is an option to display more or less Levels on the list. This can help if you aren't seeing all Levels on the list.

You can click on the pagination option to display more or less Levels on the list.

These options can be accessed in the Setup > Levels *Click on Level Name* > Registrations section of WishList Member. The “Enable Registration Form Header/Footer” toggle option can be Enabled and the blue Edit button can be clicked.

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The Header/Footer popup will appear and you can add your HTML code in the appropriate box. The code you apply will be reflected on the registration page on your live site.

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If you are looking to create a custom registration form with additional fields and options, you can get all the details on that Right Here.