These include emails to notify Members and the Site Admin of new members, cancelled members, registrations requiring approvals and more.

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Video Tutorial

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For Reference

The following is explained in the Tutorial Video above and is included here for quick reference. A selection of emails are included in the Global Email Notifications Defaults section.

New Member Registration: The email a New Member receives after joining a Level.

Incomplete Registration: The email a Member receives if they do not completely fill out the registration form. A link to complete the registration is included in the email.

Membership Cancelled: The email a Member receives if their access to the Level is Cancelled.

Membership Uncancelled: The email a Member receives if their access to the Level is Uncancelled.

Require Admin Approval for Free Registrations: The emails that are sent to the Member and to the site Admin during the approval process for a free Level.

• Notification to Admin: The email sent to the site Admin as a notification a Member is awaiting approval.
• User Awaiting Approval: The email sent to the Member informing them about the pending approval.
• User Approved: The email sent to the Member when they have been approved by the site Admin.

Require Admin Approval for Shopping Cart Integrations: The emails sent to the Member and to the site Admin during the approval process for a paid Level.

• Notification to Admin: The email sent to site Admin as a notification a Member is awaiting approval.
• User Awaiting Approval: The email sent to the Member informing them about the pending approval.
• User Approved: The email sent to the Member when they have been approved by the site Admin.

Require Members to Confirm Email: The emails sent to the Member during the Email Confirmation process for a Level.

• User Notification: The email a Member receives stating they need to confirm the registration using the link included in the email.
• User Notification Reminder: The email a Member receives with a reminder (If Needed) stating they need to confirm the registration using the link included in the email.
• Email Confirmed Notification: The email a Member receives after they confirm the registration.

Expiring Member: The emails sent to the Member and the site Admin if a Level is set to expire and the expiration date is approaching.

• User Notification: The email a User receives if they belong to a Level set to expire and the expiration date is approaching.
• Admin Notification: The email a site Admin receives if a User who belongs to a Level set to expire is approaching the expiration date.

These pages will appear to users based on specific situations. For example, the After Registration page will appear only one time to a member right after their registration.

The After Login page will appear to members each time they login to the site while the After Logout page will be seen if they logout.

These types of options allow for tailored experiences for members.

Each Redirect Page has a pre-configured message to inform the user. Any of these messages can also be customized if you would like.

These settings are available in the Advanced Options > Global Defaults > Error Pages section in WishList Member

More details are included below (including a Tutorial Video).

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Redirect Pages

After Registration. The After Registration page will be displayed to members after a successful registration to a membership level.

Note: This page will only appear one time for the member immediately after registration. The After Registration page cannot be viewed again. The After Login page will appear to the member after each login moving forward.

Membership Requires Approval. The Membership Requires Approval page will be displayed to members after a successful registration to a membership level that requires approval from the site admin.

Note: The “Require Admin Approval” setting is located in the Setup > Levels > Edit Level > Requirements section of WishList Member.

Membership Requires Confirmation. The Membership Requires Confirmation page will be displayed to members after a successful registration to a membership level that requires the member to confirm using the email that is sent after registration.

Note: The “Require Member to Confirm” setting is located in the Setup > Levels > Edit Level > Requirements section of WishList Member.

After Login. The After Login page will be displayed to members after each login. 

Note: The After Login page that will be displayed to members in multiple membership levels is based on Level Order.

After Logout. The After Logout page will be displayed to members after each logout. 

Unsubscribe Confirmation. The Unsubscribe Confirmation page will be displayed when a member unsubscribes from the Email Broadcast list in WishList Member.

Resubscribe Confirmation. The Resubscribe Confirmation page will be displayed when a member resubscribes to the Email Broadcast list in WishList Member.

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Redirect Pages – Configure

The blue Configure button is used to set the option to display a page, a message or a URL for each Redirect Page.

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A page can be displayed or a set message can appear. There is also an option to enter a URL that would redirect the user to another site.

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Page. An existing page on the site can be set as the error page. The green plus button can be used to create a new page.

Message. A message will be displayed to the user. A default message is included but you can edit the message if you would like.

Note: The message can include WishList Member mergecodes and shortcodes and other formatting.

URL. A URL can be used to redirect the user to a page not located on the main site.

Video Tutorial

These pages will appear to users based on specific situations. For example, users who do not have access to protected content will be redirected to the set Non-Members page.

Or if a member is logged in but doesn't have the membership level required to access a protected post, they would be redirected to the Wrong Membership Level page.

These types of options allow for a site owner to create helpful and useful messaging on the error pages. These messages can inform users and can also be used to offer options for interested users to buy or gain access to the required membership level.

Each Error Page has a pre-configured message to explain options to the user. You can also customize any message if you would like.

These settings are available in the Advanced Options > Global Defaults > Error Pages section in WishList Member

More details are included below (including a Tutorial Video).

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Error Pages

Non-Members. The Non-Members error page will be displayed to Non-Members (users with no membership level assigned to them) if they attempt to access any protected content. It will also be displayed to those who are not logged in if they attempt to access any protected content.

Wrong Membership Level. The Wrong Membership Level error page will be displayed to logged in members if they attempt to access protected content that is not assigned to their member level(s).

Example: A logged in member with the Silver membership level will be redirected to the Wrong Membership Level page if they try to access a protected page only assigned to members with the Gold membership level.

Membership Cancelled. The Membership Cancelled error page will be displayed to a member if their membership level has been cancelled.

Example: A logged in member with a cancelled Bronze membership level will be redirected to the Membership Cancelled page if they try to access a protected page only assigned to members with the Bronze membership level. The member can not access Bronze content since they are cancelled from the Bronze level.

Membership Expired. The Membership Expired error page will be displayed to a member if their membership level has expired.

Example: A logged in member with an expired Platinum membership level will be redirected to the Membership Expired page if they try to access a protected page only assigned to members with the Platinum membership level. The member can not access Platinum content since they are expired from the Platinum level.

Prevent duplicate payment provider registrations. If enabled, a member who has previously registered and has an existing account and then attempts to use the same information to register again (username, password, etc.) will not have a new account created, but instead the existing account will be updated.

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Error Pages – Configure

The blue Configure button is used to set the option to display a page, a message or a URL for each Error Page.

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A page can be displayed or a set message can appear. There is also an option to enter a URL that would redirect the user to another site.

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Page. An existing page on the site can be set as the error page. The green plus button can be used to create a new page.

Message. A message will be displayed to the user. A default message is included but you can edit the message if you would like.

Note: The message can include WishList Member mergecodes and shortcodes and other formatting.

URL. A URL can be used to redirect the user to a page not located on the main site.

Video Tutorial

This information can be helpful when working with a support team or with a developer/hosting provider as it contains a variety of technical information related to your site.

The information can be viewed and it can also be downloaded. More details are included below (including a Video Tutorial).

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Overview

There is a tab for each of the following:

Server Environment. Information like the Operating System, Software, MySQL version, PHP version, etc. is available.

WordPress Environment. Information like WordPress version, Site URL, Max Upload Size, Memory Limit, etc. is available.

Theme. Information like the Theme Name, Theme version, if it is a Child Theme, etc. is available.

User. Information like the User Role and WordPress Profile Language, etc. is available.

Active Plugins. Information related to the installed plugins on the site is available.

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Video Tutorial

Accepting member registrations is vital for a membership site. The process should be quick and easy for the user to ensure they gain access as soon as possible. There are a few available options when it comes to registration forms in WishList Member so we'll jump right into those below.

WishList Member includes a standard registration form and it is typically used to allow users to join your membership. You can accept free registrations or you can require payment before a user can register.

There is also an option for you to include additional fields using the custom registration form option. A couple examples of extra information to collect could be adding a field that asks the user how they heard about your site or a field requesting additional information like a phone number.

You can request any information you would like during the registration process. That being said, users often appreciate a shorter registration form. Less fields to fill in can often lead to more registrations since the process is quicker and easier.

More details on Registration Settings, Registration Form Styles and Custom Registration Forms are included below (including a Video Tutorial).

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Registrations

The general settings for registrations can be found in the Advanced Options > Registrations > Registration Settings section of WishList Member.

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Note: If you are looking for more information on adding a registration form to a page, accepting payments for registration, free registrations, etc. we recommend also checking out the Registrations – Options article. It covers these topics in more detail.

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Registration Settings

There are a few settings that can be configured and applied to any registrations. The default settings will work for most cases, but you can edit these as needed. Each of these settings are explained below.

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Registration Form Styles

Registration Form Style. The appearance of the WishList Member registration form can be set based on three available options. You can select the option that best suits your site.

• Theme Styled. The appearance of the registration form will be based on the applied WordPress theme. This means it may pull elements from the specific theme styling. This could include boxes around the fields, color palette, etc.

A screenshot example of a Theme Styled registration form is displayed below.

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• WishList Member Styled. The appearance of the registration form will be based on the WishList Member registration form. This means it will not pull elements from the specific theme styling.

A screenshot example of a WishList Member Styled registration form is displayed below.

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• Legacy. The appearance of the registration form will be based on an older style of WishList Member registration form. This style is not often used, but is available mostly for those who have used it in the past and may want to continue using it.

A screenshot example of a Legacy Styled registration form is displayed below.

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Registration Session Timeout. The set time a user has to complete the registration form. The default length is set at 600 seconds (10 minutes). If a user takes longer to complete the registration, an incomplete registration will be available in the Members > Manage Members section of WishList Member. An incomplete registration can be completed by the user or the site admin.

Enable short Incomplete Registration links. If enabled, the incomplete registration link is automatically shortened. The incomplete registration link is created if a user doesn’t finish a registration. The incomplete registration link appears in the Incomplete Registration email that is sent to users if the user doesn't complete the registration.

Note: The Incomplete Registration email can be found in the Advanced Options > Global Defaults > Email section of WishList Member.

Redirect to Existing Member Registration. If enabled, the user will automatically be shown the Existing Member login option on the registration form if the email address used to pay is already tied to an existing member in WishList Member. This setting only applies to registration for a membership level that has been integrated with a payment provider and if the user has previously registered for any other membership levels.

This means if the membership level has been integrated with a payment provider in WishList Member and an existing member purchases access to another membership level using the same email address, they will be shown the Existing Member login option to complete their registration. They would login with their existing member account after payment to gain access to the additional membership level.

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More details (including a Video Tutorial) are available in the Registration Form Style article.

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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.

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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

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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.

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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.

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

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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.

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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.

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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.

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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.

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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.

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Video Tutorial

Setting up WishList Member on your site can be done easily using the Setup Wizard. The Wizard will guide you through a few quick steps resulting in a configured site within a few minutes.

A checklist will also be shown at the end of the setup process. It will display what has been set up and any potential next steps.

Much of the process has been configured for you, so you can use the recommended settings or make any edits you would like along the way. You have the power to tailor your site to fit your needs.

The WishList Member Setup Wizard can be used if you are just starting out or if you ever want to go back and make adjustments.

More details are included below (including a Video Tutorial).

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Note: You can skip any steps as you run through the Setup Wizard. If you find something isn't needed for your site or you plan to set it up later, you can move right along to the next step. No problem.

You can access the Setup Wizard at any time in the Setup > Getting Started section in WishList Member.

The first step is a short welcome and you can then click the Start button to get rolling.

Welcome to the WishList Member Setup Wizard

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Enter your WishList Member License Key

Next up is entering your license key to activate WishList Member. Please note, if you have already activated WishList Member with your license key, this step won't appear. You'll be automatically shown the next step.

If you haven't activated WishList Member yet, you can do that with the license key you were issued when you purchased WishList Member. You can find that license key in the email you were sent after your purchase or you can find it in the Downloads section of the Customer Center.

Simply enter your license key into the corresponding field and click Save & Continue.

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Create Membership Level

You can now create a membership level. All you need to do is enter a name for your membership level and you're all set. A membership level with typical settings will be created.

Examples of membership level names are Bronze, Silver, Gold, etc. Of course, you can name your membership level anything you would like.

The Add Another Level button can be used if you want to create more than one membership level now. You can always create more levels or edit the level you've created at any point in the future.

You can click the Save & Continue button once you enter the name of your membership level.

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Enable Integrations

You have the option of integrating with a payment provider or with an email provider (or both). If you don't need to accept payments or don't need to use an email provider, or want to do this at another time, you can skip this step.

Integrating with a payment provider allows you to accept payments for access to your site while integrating with an email provider allows for another method of contacting and marketing to your members.

If you enable a payment provider or an email provider, you will be able to complete their configuration after the Setup Wizard is complete.

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Create Membership Pages

You can select which pages you would like to have created from a list of membership pages. These cover a variety of topics like member login, registration and more. You also have the option to customize any of these pages at any time.

The Membership Registration Page for FREE Users is a page you can use if you would like to allow free access to a membership level. A page is created with a registration form and you can add information describing the membership.

The Membership Sales Page for PAID Users is a page you can use if you would like to accept payments to access a membership level. A page is created with sales copy you can edit to describe your offer and you can add a purchase button/link created when integrating with a payment provider.

The Styled Membership Login Page applies a designed template to the default WordPress login page. This sets the default login page to better match the look and feel of your membership site. You can select from the available templates and make adjustments like adding your own login, setting the colors and more.

The Member Welcome page is often referred to as the After Registration Page. It is seen by the member one time only right after registration. This is an opportunity to welcome the new member and invite them to check out the site.

The Member Dashboard page is often referred to as the After Login Page. It is seen by the member each time they login moving forward. This is a useful area to include links to common sections the member will want to visit.

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Congratulations!

You did it! The final step appears as you have run through the WishList Member Setup Wizard. You can now click the Finish button to view the Membership Success Checklist.

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Membership Success Checklist

The Membership Success Checklist appears on the WishList Member dashboard. It displays what you have set up and provides information on potential next steps you can take.

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You can click on the item or the gear icon to further configure that specific item. It will direct you to that specific section in WishList Member. The letter i icon can be used to learn more about the item. It will direct you to documentation related to the item.

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Some items will be checked off automatically when complete. Examples include activating WishList Member with your license key or creating a membership level. Completing the actions of activating the license key and creating a membership level checks those off the list and adds them to the Finished section.

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Other items can be checked off manually by clicking the box beside it. Checking off an item will move it to the Finished section of the checklist.

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You can also skip any items that may not apply to your site or that you may want to come back to later. This can be done using the X icon that appears when mousing over an item.

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Clicking the X icon to skip the item will place that item in the Skipped section on the bottom of the checklist.

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You can also restore any item that has been skipped by using the Restore icon. Restoring an item will place it back into it's corresponding section.

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The video tutorial below runs through the WishList Member Setup Wizard and explains each step along the way.

Video Tutorial

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WishList Member Quick Start Guide Series

This article is part of the WishList Member Quick Start Guide series. You can use the links below to jump to any of the steps within the guide.

• WishList Member Quick Start Guide
• Installing WishList Member
• WishList Member Dashboard
• WishList Member Setup Wizard
• Membership Success Checklist
• Create a Membership Level
• Create a Welcome Page – After Registration
• Create a Member Dashboard Page – After Login
• Create Membership Content
• Create a Sales / Offer Page
• Member Login Options
• Courses, Quizzes, Points and Badges
• Manage Members