Advanced Options Archives - WordPress Membership Plugin - Membership Sites https://wishlistmember.com Quickly Protect Your Content With WishList Member Fri, 14 Jul 2023 18:37:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.2 https://wishlistmember.com/wp-content/uploads/2020/03/cropped-WishList-Member-logomark-32x32.png Advanced Options Archives - WordPress Membership Plugin - Membership Sites https://wishlistmember.com 32 32 WishList Member After Logout Page https://wishlistmember.com/docs/wishlist-member-after-logout-page/ Fri, 21 Oct 2022 15:44:07 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=5081 Creating a member dashboard is a popular option for the After Login page. This allows you to select what a member sees right after they login. But, it's also possible to set an After Logout page. This means you can select what a member is shown right after they logout of your site. Using the […]

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After Logout - WishList Member

Creating a member dashboard is a popular option for the After Login page. This allows you to select what a member sees right after they login. But, it's also possible to set an After Logout page. This means you can select what a member is shown right after they logout of your site. Using the After Logout page in WishList Member opens up a few possibilities.

This gives you the ability to display what you would like to members who have just finished their session. You can display a thank you message with some helpful links as they exit or even redirect the members to another one of your sites that is offering a limited time offer.

The After Logout page can be a useful part of your site and we get into the details below.

Setting an After Logout Page

The After Logout page can be set in the Advanced Options > Global Defaults > Error Pages section of WishList Member. You can click the blue Configure button to configure the After Logout page.

After Logout - WishList Member

The Configure Redirect Page for After Logout popup will appear and you can select Page, Message or URL. Lets touch on each of these options below.

After Logout – Page Option

A page from your site can be set by choosing from the list in the dropdown. The dropdown displays the available WordPress pages on the site.

A new page can also be created if you'd like by using the green plus button.

After Logout - WishList Member

You can add any content to that page and make it specific to your site and your members.

The After Logout page typically includes a message thanking the member for visiting and inviting them to come back at any time. Of course, you can include anything else that may be helpful for your members. A link to an upcoming event or an inspirational quote might be appropriate.

Graphics can be used in the page content if you want to draw attention to anything specific.

After Logout Page – Message Option

A default message is available and can be set to be displayed when members logout of your site. The message can be edited or you can add a completely new message.

There is the option to insert any WishList Member shortcodes or mergecodes into the message by using the available dropdown.

The “Reset to Default” option can be used if you have made some edits and then decide you would like to change the message back to the original message.

After Logout - WishList Member

After Logout Page – URL Option

A specific URL can be set as the After Logout page by entering the full URL into the available field. This is useful if you want to send users to another site once they have logged out of your site.

An example could be a limited time offer you might have located on another site. You could redirect members to the other site with the limited time offer right after they logout.

Using the After Logout page in WishList Member can be a great way to stay engaged with your members, even as they are finishing a session. It can include a simply message thanking them for visiting or be more involved if you want. You have the options to customize it how you would like.

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Registration – Custom Registration Form https://wishlistmember.com/docs/registration-custom-registration-form/ Wed, 07 Sep 2022 15:43:42 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=3660 There are times when you just need a bit more information. How about a custom registration form? The WishList Member standard registration can be used to allow users to register and it works great. It uses a form that includes typical fields like name, username and password. But, what if you need to collect more? […]

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custom registration form - WishList Member

There are times when you just need a bit more information. How about a custom registration form?

The WishList Member standard registration can be used to allow users to register and it works great. It uses a form that includes typical fields like name, username and password. But, what if you need to collect more?

Perhaps you want to request a phone number or need to know what size t-shirt the new member wears. The custom registration form can help collect that additional info.

Custom Registration Forms

A custom registration form can be created to request and collect additional information during the registration process. This is accomplished using the available fields, radio buttons, etc. that can be added.

Once you create a custom registration form, you can apply it to any membership level(s). Then anyone who wants to register for a level using that custom form would need to fill in the additional information.

You can create or edit a custom registration form in the Advanced Options > Registrations > Custom Forms section of WishList Member.

custom registration form - WishList Member

You can start by clicking the “Add Custom Registration Form” button.

The Form Name section will appear. You can fill in the name of the form and click the Apply button. The name of the form is for admin purposes and will not be seen by members.

custom registration form - WishList Member

The section to add fields will appear and you can drag and drop any fields you would like onto the custom registration form.

The fields will appear on the form in the order you place them. You can drag and drop them into the order you want at any time.

The screenshot example below shows a custom registration form named “Custom Registration Form #2” with the default fields. No additional fields have been applied yet.

Note: The [wlm_min_password_length] shortcode will automatically show the number set as the minimum length for a password. The default minimum character length for a password is 8.

custom registration form - WishList Member

Custom Field Types

There are four types of fields that can be added to the custom registration form. These appear in the left side column and you can select any you would like to include on the registration form. Additional information on each one is available below.

Standard Fields. A standard field is a typical field you would see on an online form. Examples include a Text, Text Box, Dropdown List, Radio Button, Checkbox, and Hidden Field.

As an example, a dropdown list could be used to display a list of items the user can make a selection (or multiple selections) from. Or you could use a checkbox to ask a question. It could ask if the user has already completed previously required certification.

WordPress Profile Fields. A WordPress field is a field related to a WordPress user account. WishList Member creates member accounts based on a WordPress user account. This means you can include fields requesting information that can be displayed in the WordPress user account. Examples include a First Name, Last Name, Nickname, Website, AIM, Yahoo IM, Jabber / Google Talk, and Biographical Info.

You may be interested in requesting the URL of their website or finding out their nickname.

custom registration form - WishList Member

WishList Member Address Fields. A WishList Member address field is a field related to the physical address of the user. This means you can include fields requesting address information that can be displayed in the member account in the Members > Manage Members section of WishList Member. Examples include a Company, Address (First Line), Address (Second Line), City / Town, State / Province, Zip / Postal Code, and Country.

These types of fields are useful if you have anything physical you might be mailing out to users. Sending items like a pamphlet or a welcome gift are ways to go above and beyond when users register.

custom registration form - WishList Member

Special Fields. A special field is a field related to something more involved than standard fields. Examples include a Terms of Service, Section Header, and Paragraph Text.

You may want to separate sections of the form and the section header can help with that. There is also an option to include a Terms of Service with a quick drag and drop.

Custom Registration – Custom Field Example

In this example, we are going to add a dropdown field with three options. This allows the user to select from the provided list of options for a question on the form.

The screenshot below shows a custom registration form with the Dropdown field dragged and dropped into it.

The edit icon can be clicked and this is where you can really get creative.

custom registration form - WishList Member

After clicking to edit, you'll see the available options. Since this is a dropdown list, there are default options that appears in the dropdown that correspond with the list of Items. You can create a list of Items and the Dropdown List will display them in the same order automatically.

Note: You will need to click the Save or Save & Close button on the bottom of the form once you make your changes.

We are going to set the Items as the following:

  • My favorite color is red.
  • My favorite color is blue.
  • My favorite color is green.

You'll notice changing the Items list also updates the Dropdown List to match when the Save button is clicked..

custom registration form - WishList Member

Each type of field has its own set of options. In the case of a dropdown, you can also set the following:

Label. The label will appear above the field on the registration form. This is often set as a question or a directive. A couple examples would be asking: What is your favorite color? Or stating: Please select from the following.

Name. The name is not displayed to the user on the site. The name is used to store the data.

Default Value. The default value is set to Option 1. That will display the first item from the Items list. This can be changed to match anything from the Items list.

Items. Each item separated by a line break will appear as a selection in the dropdown.

Description. The description will appear below the field on the registration form. This can be left blank or you can include a description of what is being requested in the field.

Required Field. If enabled, the field must be filled out in order to complete the registration.

In this example, the dropdown is set with a label of “What is your favorite color?” and a description stating “We will use this information to select your T-shirt”. The dropdown is not set to be a required field and the default value is Option 1.

custom registration form - WishList Member

Below is a screenshot example of how that dropdown field appears on the custom registration form.

custom registration form - WishList Member

Apply a Custom Registration Form to a Level

Once you create a Custom Registration Form, you can apply it to a membership level.

This is a quick process and can be done in the Setup > Levels > *Click on Level Name* > Registrations section of WishList Member.

Once you “Enable Custom Registration Form”, a dropdown will appear and you can select the custom registration form from the list. The example below shows the Custom Registration Form #2 option.

Selecting the custom registration form will apply it to the membership level. Anyone registering for this level will now use the set custom registration form.

custom registration form - WishList Member

Note: This also means the custom registration form will appear if you use the registration form shortcode to insert the form for the membership level onto a page or post.

The custom registration form would also be used if you integrate a payment provider with the membership level.

Viewing Custom Fields Entered by a User

You can see the information a user entered into a registration form in the Members > Manage Members > *Click to Edit User* section in WishList Member.

The Edit Member popup will appear and you can view any filled in custom field in the Other Fields tab.

The example screenshot below shows the user selected “My favorite color is blue” when they filled in the custom registration form.

custom registration form - WishList Member

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Send Reset Password Link to Member – Not Sending Email https://wishlistmember.com/docs/send-reset-password-link-to-member-not-sending-email/ Mon, 03 May 2021 20:26:17 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1528 If the “Send Reset Password Link to Member link doesn't seem to be sending the email to the member, please enable the “Allow WishList Member to Handle Password Reset” setting in the Advanced Options > Passwords section (if it's not currently Enabled).

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If the “Send Reset Password Link to Member link doesn't seem to be sending the email to the member, please enable the “Allow WishList Member to Handle Password Reset” setting in the Advanced Options > Passwords section (if it's not currently Enabled).

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Default Content Protection / Automatically Protect New Content https://wishlistmember.com/docs/default-content-protection-automatically-protect-new-content/ Fri, 05 Feb 2021 21:08:16 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1404 There is an option to turn Default Content Protection On/Off for all content. This setting is named “Automatically Protect New Content”. That setting is found in the Advanced Options > Global Defaults > Protection section of WishList Member. This allows you to set if you want to have all newly created Pages and Posts set […]

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There is an option to turn Default Content Protection On/Off for all content.

This setting is named “Automatically Protect New Content”.

That setting is found in the Advanced Options > Global Defaults > Protection section of WishList Member.

This allows you to set if you want to have all newly created Pages and Posts set to either Protected or Not Protected by default (note that you can always change this settings later).

So, if the majority of your Pages and Posts are going to be Protected, you can enable the Automatically Protect New Content setting. If you want the majority of your Pages and Posts not protected, then you can disable this setting.

Note that the protected content will still require Access to be set in order to allow members to view it.

Also, any existing content that was not protected before this setting was enabled would not be changed. Existing content that was not protected would need to be manually set to protected as this setting does not change existing content settings.

For more info on Bulk Editing Content / Setting Access check out the following articles.

Bulk-Manage Protection and Access Settings For Posts, Pages and Custom Post Types

Bulk-Manage Protection and Access Settings For Categories and Custom Taxonomies

Bulk Edit Existing Members

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Wrong Membership Level Page https://wishlistmember.com/docs/wrong-membership-level-page/ Fri, 27 Nov 2020 17:06:49 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1345 WishList Member includes a Wrong Membership Level page which can be used to both prevent members from accessing protected content not assigned to them while also informing those members how they could gain access to that protected content. The Wrong Membership Level error page is shown to members when they try to access protected content […]

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WishList Member includes a Wrong Membership Level page which can be used to both prevent members from accessing protected content not assigned to them while also informing those members how they could gain access to that protected content.

The Wrong Membership Level error page is shown to members when they try to access protected content assigned to a membership level they don't own.

As an example, a member with the Silver membership level would be shown the Wrong Membership Level page if they tried to access a protected page assigned to members in the Gold membership level.

Users with no membership levels (or members who are not logged in) will be redirected to the Non-Members page when trying to access protected content.

Setting a Wrong Membership Level Page

The Wrong Membership Level page is set in the Advanced Options > Global Defaults > Error Pages section of WishList Member. You can click the blue Configure button to configure the Wrong Membership Level page.

Wrong Membership Level Page - WishList Member

The Configure Error Page for Wrong Membership Level popup will appear and you can select Page, Message or URL.

Wrong Membership Level Page - WishList Member

Page. A page can be set by choosing from the list in the dropdown. The dropdown includes the WordPress pages on the site.

A new page can also be created using the green plus button.

Select a Page

Message. A default message is available and can be set to be displayed on a page for Wrong Membership Level. The message can be edited or a completely new message can be added.

WishList Member mergecodes can be inserted into the message using the available dropdown.

There is also a “Reset to Default” option if you decide you would like to change the message back to the original message.

Select a Message

URL. A URL can be set by entering the URL into the available field. This is useful if you want to send users to another site for the Wrong Membership Level page. An example could be a sales page located on another site.

Select a URL

Related Article: Non-Members Page

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Prevent Duplicate Shopping Cart Registrations https://wishlistmember.com/docs/prevent-duplicate-shopping-cart-registrations/ Tue, 29 Sep 2020 17:05:28 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1278 You are able to set if you want to prevent duplicate shopping cart registrations in the Advanced Options > Global Defaults > Error Pages section of WishList Member. If the “Prevent duplicate shopping cart registrations” setting is Enabled and a Member has registered and then attempts to use the same info to register again (Username, Password, […]

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You are able to set if you want to prevent duplicate shopping cart registrations in the Advanced Options > Global Defaults > Error Pages section of WishList Member.

If the “Prevent duplicate shopping cart registrations” setting is Enabled and a Member has registered and then attempts to use the same info to register again (Username, Password, etc.) WishList Member will not create a new Membership but will update the existing Membership instead.

As an example, a user may refresh the page or click the submit button multiple times after payment. If this setting is set to Enabled, it will prevent the user from having additional accounts created.

An Error Page can be configured to display a message with an explanation for the user.

The default message states the following:

“It appears you have already registered for this level using the same User information within the last hour. You can login using that existing account.”

This message can be edited or a page or URL can be set.

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One Time Login Link https://wishlistmember.com/docs/one-time-login-link/ Thu, 20 Aug 2020 16:36:45 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1239 There is an option to allow for a One-Time Login Link to be sent to a Member if they want to login/reset their password. This feature can be enabled and it will send an email to the Member with a link that will allow them to click a link in the email and be logged […]

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There is an option to allow for a One-Time Login Link to be sent to a Member if they want to login/reset their password.

This feature can be enabled and it will send an email to the Member with a link that will allow them to click a link in the email and be logged into their account on the site.

A link to request for a One-Time Login Link will be displayed on all WishList Member login forms as well as the WordPress login form if this setting is enabled in the Advanced Options > Logins > Settings section.

The email that includes the One-Time Login Link can also be edited once the setting is enabled.

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Minimum Password Length https://wishlistmember.com/docs/minimum-password-length/ Thu, 25 Jun 2020 13:51:31 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1101 The Minimum Password Length can be set in the Advanced Options > Passwords section of WishList Member. The default length is set to 8 but it can be set to the length of your choice.

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The Minimum Password Length can be set in the Advanced Options > Passwords section of WishList Member.

The default length is set to 8 but it can be set to the length of your choice.

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WordPress Login Form Styling – Mobile View https://wishlistmember.com/docs/wordpress-login-form-custom-styling-mobile-view/ Wed, 03 Jun 2020 17:58:42 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1082 Allowing your members to login using a variety of devices is a key point to keep in mind. This includes those who view your site using a typical laptop or desktop computer and also includes those who login using tablets and smart phones. This means the mobile view of the login form is important. WishList […]

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login form mobile view - WishList Member

Allowing your members to login using a variety of devices is a key point to keep in mind. This includes those who view your site using a typical laptop or desktop computer and also includes those who login using tablets and smart phones. This means the mobile view of the login form is important.

WishList Member include the ability to customize the WordPress login page. This can be found in the Advanced Options > Logins > Styling section of WishList Member. (More details are available on that right here).

With that being said, the login form on the WordPress login page can sometimes be displayed a bit differently depending on the device being used to view it. But don't worry, WishList Member has you covered.

Login Form Mobile View Example

When a mobile device is used, the functionality of the form is typically the priority over styling. This allows the user to login easily and not have to try and deal with compacted or misaligned fields that may occur due to smaller devices.

This means an image used on that form may be slightly overlapped by the form (or fully overlapped depending on the size of the mobile device – especially on phones)

So while the login form may appear like the example below on a computer.

login form mobile view - WishList Member

This same login page might be displayed with the form being featured more prominently on a mobile device (example: tablets and phones) since there is less space to work with. This is done in order for the fields to be accessed clearly and easily.

login form mobile view - WishList Member

The WordPress Login Form Styling option in WishList Member has been developed to display effectively on many popular device sizes.

More general information regarding the styling of the WordPress login form can be found in the WordPress Login Form Styling Knowledge Base article.

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More Tag Protection https://wishlistmember.com/docs/more-tag-protection/ Thu, 09 Apr 2020 16:30:35 +0000 https://wishlistmember.com/docs/?post_type=ht_kb&p=1001 WishList Member More Tag Protection can be used for the partial protection of content. This allows you to show a selection of a piece of content to anyone and protect the rest of that content so it's only accessible by members. More Tag Protection is most typically used to protect content within WordPress posts and […]

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WishList Member More Tag Protection can be used for the partial protection of content. This allows you to show a selection of a piece of content to anyone and protect the rest of that content so it's only accessible by members.

More Tag Protection is most typically used to protect content within WordPress posts and uses the standard WordPress more tag. You can insert the more tag into a post and it will protect all the content below that more tag.

Another option that can be used to protect a portion of content and make the rest “Members Only” is a Private Tag. More details on private tags is available Right Here.

When using More Tag Protection, all content above the more tag will be accessible to everyone and can be used as a “Sneak Peek” or teaser content on lists of posts. While all content below the more tag will only be available to members who have been assigned access. This allows you to entice non-members into joining the membership because they will be automatically redirected to the Non-Members page if they try to access the protected content below the more tag. 

It is important to note the redirect to the Non-Members page due to protection under a more tag happens when the title of the post or the more tag itself is clicked.

If the title of the post or the more tag is clicked on, the user is taken to the full post if they are a member who has access to that post. If they don't have access to the post, they will be taken to the Non-Members page. For example, if a Posts Widget appears on the sidebar of a site, the title of the post can be viewed and once it is clicked on, that is just like clicking on the more tag.

The “Protect all content after the more tags” setting can be set in the Advanced Options > Global Defaults > Protection section of WishList Member. Once enabled, all content under all more tags will be protected.

WishList Member More Tag Protection

If you are interested in more details related to displaying Teaser/Sneak Peek content, we recommend checking out the More Tag Protection – Teaser/Sneak Peek Preview Content Knowledge Base article.

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