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Profile Builder – WooCommerce Sync add-on makes it super easy to add custom user fields to the WooCommerce checkout page, as well as manage the Customer Shipping and Billing Address fields.

It allows you to extend the WooCommerce checkout page, with support for all Profile Builder Pro custom field types, including conditional logic and repeater fields.

In this tutorial, we’ll focus on how to add conditional logic fields to the WooCommerce checkout page.

Uses for Conditional Logic on WooCommerce Checkout

The most frequent use cases for adding conditional logic revolve around:

  • offering options that require extra user information to be collected
  • collecting different type of information for different type of users

Basically, every time you need to show some extra fields (or groups of fields) according to the user choice, conditional logic is the way to go.

For the purpose of this tutorial, we’ll be using the following plugins:

  • WooCommerce – the popular eCommerce plugin, for adding a shop functionality to your website
  • Profile Builder (Hobbyist or Pro) – for creating and managing the custom user fields that we want to add to WooCommerce checkout
  • WooCommerce Sync add-on (included in Profile Builder premium versions) – for adding conditional logic fields to WooCommerce Checkout page
Adding Conditional Logic Fields to WooCommerce Checkout

Assuming you’ve already installed and configured WooCommerce to fit your online store needs, we’ll proceed to installing and setting up Profile Builder and WooSync add-on.
Both are installed just like any other WordPress plugin.

Make sure to activate both Profile Builder and WooSync add-on, then navigate to Profile Builder -> Manage Fields.
Here you have a list of all the custom user fields which can be added to front-end forms (like Register or Edit Profile) created with Profile Builder.

From the “Manage Fields” interface you can add all types of custom user fields and also choose which ones you wish to display on the WooCommerce checkout form. For the purpose of this tutorial let’s say you’re selling tickets for an event and as an organizer you want to know if the participants have any dietary restrictions.

On the WooCommerce checkout page, when users purchase a ticket, we’ll ask the users if they have any dietary restrictions and only if they answer “Yes”, we’ll display a list of options to pick from, like “Vegan”, “Gluten free” or “Lactose free”.

For this, under Manage Fields page, click “Add New“ field, select Radio. Enter a field title like “Do you have any dietary restrictions?” and two options: “Yes” and “No”. Then make sure to tick the checkbox stating “Display on WooCommerce Checkout“. This will make sure this field is displayed on the Checkout page.

Next, we’ll add a new Select field, that will allow users to select their specific dietary restrictions. We’ll set it up to display conditionally, only if the user selects “Yes” to “Do you have any dietary restrictions?”. You can add multiple conditions for each field that has conditional logic enabled, as well as pick from several conditional logic options.

After adding these fields let’s see how the WooCommerce Checkout form will look like.

As you notice, you’ll first see the dietary restrictions question. If the user selects “Yes”, he can then select a dietary preference.

This was a basic example of adding conditional logic fields to WooCommerce checkout with the help of Profile Builder and WooSync add-on. This allows you to remove extra clutter from forms and make sure you capture all the necessary data when required.

You can expand on the example above and add as many conditional logic fields as your project needs to the WooCommerce Checkout page.

The post Add Conditional Logic Fields to WooCommerce Checkout Page appeared first on Cozmoslabs.

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If your WordPress site enables front-end user registration with admin approval, the easiest way to approve users without logging in every time a new registration is made, is to do it directly from the admin email, by simply clicking a link.

Using Admin Approval in combination with Admin Email Customizer module from Profile Builder PRO, approving new users from email is really straight forward.

Admin Approval from backend

By default, when activated, the Admin Approval feature allows you to approve newly registered users by logging in the WordPress dashboard and going to Users -> All Users -> Admin Approval.

While this approach works perfectly fine, it can be pretty time consuming to do over and over again, especially if you’re dealing with a significant number of new user registrations on a daily basis.

Approve Users from Admin Email

A more efficient approach, that will save time is to be able to approve new users directly from the admin email, by clicking a specifically formed approval link.
Approving users from admin email can be done is three easy steps.

1. Enable Admin Approval

After installing Profile Builder, under Profile Builder menu navigate to General Settings page and make sure “Admin Approval Activated” is set to “Yes“. You can also select which user roles will need to go through admin approval.

2. Activate Admin Email Customizer module

Next, under Profile Builder menu, go to Modules and make sure to activate Admin Email Customizer. This will allow you to customize the email an admin receives on a new registration and add the approval link to it.

3. Insert the approve user link in the admin email

Once activated, a new menu item called “Admin Email Customizer” will appear. By clicking it you’ll be able to customize all the specific admin emails. For this tutorial we need to customize the “Registration with Admin Approval” email.

After locating this box, you’ll notice in the right side a list of Available Tags that can be used inside the email content. In order to approve users from admin email we’ll use one of the two available tags: {{approve_url}}, {{{approve_link}}}. The first one will output the url which can be used to build an approval link, while the second one will output directly the clickable approval link.

After inserting one of the two tags in the email content, make sure to click “Save settings” and you’re done.

Now, every time a new user registers the admin will receive the notification email containing the approval link.

Once clicked the admin will see if the operation has been successful. If so, the new user will be approved, notified and able to log in to the website.

Approving users from admin email is a fast and convenient way to control your website user registrations, that is really easy to setup using Profile Builder.

To approve users from admin email you’ll need both Admin Approval and Email Customizer modules, available in the PRO version of Profile Builder.

The post Approve Users from Admin Email using Profile Builder appeared first on Cozmoslabs.

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One of the most requested features by our Paid Member Subscriptions users was the ability to automatically generate PDF invoices for every completed membership payment. This is now possible using the Invoicing add-on.

It offers an easy way to dynamically generate invoices for subscription payments, which can be downloaded by both clients and the admin.

Having an automatic invoicing system is a key feature for any growing membership site, that will simplify your accounting as well as offer an immediate payment receipt to subscribers which completed a payment.
Very few membership plugins offer an integrated solution, mainly because of the challenges it poses. We’ll go into more details on this aspect later and how we’re tackling them.

Features of the Invoice add-on include:

  • Dynamically generate PDF invoices for each completed payment
  • Add complete company details as well as notes that you wish to appear on the invoice
  • Download PDF Invoices from the admin area and from the member’s payment history table
  • Includes sequential invoice numbers
  • Reset invoice number yearly (on new year’s day)

Below we’ll highlight how to set everything up on your membership site in order to have an automated invoicing system.

PDF Invoices Membership Payments Setup

The first step for automatic invoice creation is to have Paid Member Subscription installed and activated on your membership site. If you’re new to PMS you should check out the free version on wp.org.

After having the plugin installed and configured to fit your site needs, you’ll need to download and install the Invoices Add-on (available in the Pro version).

After activating the add-on, there are a few settings you need to fill out first. Under Paid Member Subscriptions menu, navigate to Settings and click on the Invoices tab.

The main thing to fill in are your “Company Details“, as they are required for invoice generation. After that you can add some “Invoice Notes” and move on to select and invoice “Title” as well as “Format“.

Note: The invoice format will need to contain the {{number}} tag in order to maintain sequentiality.

Then click “Save Settings” and you’re good to go. From this point onward every new completed payment will have an attached invoice to it, which both you and your customer can download.

The admin can download every invoice from the Payments table in the admin area, by clicking the “Download Invoice” link situated below each completed payment.

Members will have the same “Download Invoice” link available in the front-end, under the Payment History table.

Note: Invoices will be available for all completed payments that were made after installing the Invoice add-on onward. Invoices for past payments are not available.

Here’s how a standard invoice template will look like:

As you noticed with a simple setup we’ve managed to automate the generation of PDF invoices for subscription payments.

What’s next? Things on our to-do for the Membership Invoicing Plugin

Due to the many requests from our users we wanted to have an initial version of the Invoice add-on ready to use as quickly as possible. As shown above, it’s simple to setup and solves the main problem of automatic invoice generation for membership payments.

However there are still bookkeeping details specific to each country (simply put: taxes) which we’re planning to address in the close future:

  • Handling Sales Tax for countries like US, Canada etc.
  • Adding EU VAT support for EU based businesses

Most probably these two will happen in the form of add-ons which will complement the Invoice add-on functionality. The invoice add-on offers at this point an easy way to automatically create invoices, available for both the admin as well as paying members.

If you have any specific tax requirements for your membership site which you think should also reflect in the downloadable invoices, please let us know in the comments section below.

The post Generate PDF Invoices for Membership Payments appeared first on Cozmoslabs.

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Looking for an easy way to restrict content based on user role? If you run a community site on top of WordPress which allows user registration, you probably need a simple way to control which users can access certain pages.

In this tutorial, we’ll show you how to easily restrict access to certain WordPress pages by user role using Profile Builder.

You’ll have everything set-up and ready by following the 3 easy steps below:

Enable Content Restriction feature in Profile Builder

To ensure you get access to the Content Restriction feature within Profile Builder you’ll need version 2.6.9 or higher. Next, go to your WordPress Dashboard, download & install Profile Builder or if you’re using an older version, update the plugin to the latest version.

Then, under Profile Builder menu tab, navigate to General Settings and make sure you enable Content Restriction.

Set up Custom Restriction Messages

After activating the restrict content feature, you’ll notice a new submenu item appearing under Profile Builder tab, named Content Restriction.

From here you’ll be able to setup the type of restriction, as well as customize the default restriction messages users will see if they don’t have access to certain content.

You can also choose to display a short preview of the restricted content.

Based on these settings, if a non-logged-in user wants to access the content, he will get a short preview containing the first 20 words or any number set in the settings, similar to the one below.

Restricting a Page, Post or Custom Post Type based on User Role

After setting up the restriction messages, in your WP admin panel simply navigate to each post, page or custom post type you want to restrict. Below the content editor you’ll notice a section called “Profile Builder Content Restriction“.

From here you can set up the type of restriction, select which user roles will have access to the content, as well as add custom restriction messages if required.

In the example below, the post content will be available for all our logged in users that have the user role of “Administrator” or “Author” attributed.

Furthermore, if we want to customize the restriction message for this specific post, we can type in something different than the default ones.

Also, if you want to send your users to another page, you can enable the redirect feature. Inside our post, we will redirect all of the users that don’t have the following roles assigned: Editor, Subscriber, SEO Manager or SEO Editor.

Note: You can replicate the same steps for restricting content based on user role for any other page, post or custom post type on your website.

Conclusions

Restricting Content based on User Role is pretty straight forward using Profile Builder.

You can use it in multiple scenarios, from providing members only content, to restricting access to personal or confidential data, or simply setting a WooCommerce store available to members only.

Are you currently restricting access to parts of your website? Let us know your ideas and methods in doing so in the comments section below.

The post Easily Restrict Content based on User Role with Profile Builder appeared first on Cozmoslabs.

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In order to build a successful paid membership community with a discussion area, you may want to restrict access to some content areas, based on a subscriptions plan.

If you use both Paid Member Subscriptions and Profile Builder Pro, you have to know that bbPress is fully integrated with both of them, and you can extend user profiles with the bbPress add-on.

How to use bbPress Add-on for Paid Member Subscriptions

bbPress is an Advanced add-on, available with Paid Member Subscriptions Hobbyist or Pro license only. In order to make sure the bbPress add-on is working, you’ll need to follow the documentation page and install the following plugins:

Both plugins are shortcode-based and easy to setup and to continue, I won’t enter any specific steps, but in case you need help with the installation part of the plugins, you can read the documentation: bbPress / Paid Member Subscriptions.

How to restrict bbPress Forums based on membership subscription

Firstly, after installing both plugins you will need to create some subscription plans if you don’t have them already up and running on your website.

Furthermore, let’s think you have a private community, and your audience is consisting of WordPress users and developers. Beyond the resources you may want to offer with the subscription plans available, you may want to open a forum discussion, where they can exchange opinions on WordPress related topics, and help each other.

To have a forum up and running, you need to create one with bbPress in your WordPress dashboard. There you will find the following section names: Forum / Topics / Replies. Within the first one, “Forums”, you will find a Content Restriction area, when creating a new forum page.

Inside the Content Restriction settings, you will choose the type of restriction, who can see it and the topic restriction mode.

If you choose to restrict the content of the entire forum, which means “Hide Topic and Replies”, and display a message to users, then on the front-end of your website, they will get the following message.

If you choose the other option available, which means to redirect them to another page, a new section will be available in the content restriction settings and will enable you the possibility to set up a Custom Redirect URL. With this option, you can lead your users to a custom pitching page.

To continue with, you can choose to restrict Topics and hide Replies. So you can see the questions, but not the answers. This works great for an “Expert Exchange” type of website.

As regarding our WordPress community, we will see all the topics available for discussion, and the first post was written, but not the answers.

However, users can’t see other replies posted by other members of the community.

At the same time, you can customize the restriction messages displayed on the front-end of your website both generally, as well as specific per forum.

To customize the general restriction messages, go to your WordPress Dashboard -> Paid Member Subscriptions -> Content Restriction. There you can change the general restriction messages, the ones specific to WooCommerce, as well as the ones for bbPress integration.

Additionally, as I mentioned before you can customize the restriction messages also individually per forum. You just have to go to the specific forum you want to personalize, click the “Edit” button and fill in your message.

Congratulation! Until this point, you have learned how to restrict the content of your forum and display custom restriction messages for your users.

How to restrict bbPress Topics based on membership subscription

Going further with the bbPress integration with Paid Member Subscriptions, we’ll go into details on how to restrict bbPress topics based on membership subscription. Basically, the process of restriction is similar to the one presented above.

Firstly, you create a new topic, let’s say “Connecting WordPress Software to MySQL”, assign it to a forum, fill in a short description, and proceed with the restriction. You will find the same Content Restriction section available in the same place as before, at the bottom of the page.

In my example, I have restricted the topic to “Hide Topics and Replies” for the Basic Membership Plan, so the visitors of my website will get the following message “You don’t have permissions to access this content”.

The subscribers of the Basic Membership Plan will receive “You don’t have permission to access this content. Please choose a higher subscription plan available here.”.

This is how I restrict the content based on a subscription plan and display a tailored message for each category of subscribers.

Regarding the custom content restriction messages, you will have to go through the same process for the topic restriction messages. There you can customize them both generally and individually.

Finally, here are the top three main things you should keep in mind that you can do with bbPress and Paid Member Subscriptions:

  • Restrict access to forums based on subscription plans
  • Restrict access to topics based on subscription plans
  • Display custom restriction messages
Conclusions

Congratulations! You have now restricted your bbPress forum and topics based on a membership subscription.

Do you find it an easy process to set up or find any difficulties along the way?

Also, if you think there are any missing features, let us know in the comments section below.

The post How To Restrict bbPress Forums & Topics based on membership subscription appeared first on Cozmoslabs.

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Reaching an international audience or a diverse community that speaks multiple languages is now available to almost any type of business and can have a positive impact on your website traffic and revenue. The first step required is to add multilingual functionality.

“I Increased My Search Traffic by 47% from Translating My Blog into 82 Languages” – Neil Patel 

It’s also worth mentioning that there’s been an increase in websites translated in more languages, in the last period of time. Build With comes with an interesting graphic explaining the Multilingual trends.

Businesses that should have a multilingual site

Firstly, let’s make a short roundup of some international businesses that would need a multilingual site:

  • Tourism agencies & Hotels
  • Companies that are doing or extending their business on international markets
  • Companies active in a country with more than one language, such as Canada (English, French)
Types of translation available

As my colleague explained some time ago, “WordPress in more languages can be anything between a slight annoyance to a real problem that can stop your project halfway”. The WordPress platform still doesn’t have a clear solution for multilingual sites, and the most common one is to use a multilingual plugin.

Besides, if we discuss the types of translation available on the market, and which can help you translate your WordPress site, these can be divided into three categories:

  • Automatic translation
  • Semi-automatic translation
  • Human Translation

Furthermore, there is also the core functionality of WordPress, namely WordPress Multisite, that lets you create multiple websites on the same WordPress installation.

Inside a WordPress Multisite installation, you can create one website version for each language need to display on your site. It’s a good option for true multilingual sites using different content in different sites, however, you should keep in mind that it can be quite difficult to configure and manage for non-technical users.

Going Multilingual with TranslatePress

Going forward with WordPress Multilingual, we’ll use TranslatePress, which is an easy to use WordPress translation plugin, that has a friendly interface, and which combines two translation possibilities: transform your site into a multilingual one with human translation or use Google Translate API to automate the process. According to Build With, the number of websites using the Google Translation API has increased.

Also, if the plugin has translations available in the languages you want to translate your site, they will be automatically served.

As for our example, if WooCommerce has already translations available in French, the translation for the strings connected to WooCommerce will be automatically taken from the .po files.

Now let’s say you are a Canadian business owner that wants to translate his actual English site to French. I will guide you further on how to translate your website using TranslatePress, considering the following topics:

  • Manual & Automatic Translation
  • How to translate an entire page
  • Translating dynamic strings (gettext)
  • How to display a language switcher on your site

To make sure we’ll go through this tutorial without problems, there are a few steps you have to follow:

  • Go to the Plugins Section, in your WordPress dashboard;
  • Search for TranslatePress;
  • Install and activate the plugin

After activating the plugin, you will find the Translate Site button on your Admin Bar. You can use it to access the translation interface.

Before starting to actually translate your website, you will need to configure a few settings for TranslatePress. The Settings panel can be found by going to your Dashboard -> Settings -> TranslatePress.

On this page, you can choose your Default Language, Translation Language and if you want Manual or Automatic Translation, among other things.

Manual Translation

In our case the default language for the Canadian business site is English, and we’ll want to translate it to French. On the Settings page, we need to check that the Automatic Translation option that is making use of Google Translation API is set to No.

To start translating, click on the Translation Site button, found on the Settings page or the one from your Admin Bar. A new page will open with the front-end editor and you can start translating the entire page, by adding the translation string by string.

As an example, if you want to start with “My Account” page, you click on the name on the page and then hover over each string.

In the translation editor, you will also find a list with all the strings contained in the current page. Some of them are public and can be directly edited with hover over the name, and others are hidden. One of the hidden strings are the SEO ones, which can be translated with the PRO version of TranslatePress.

Furthermore, you just easily navigate from one page to another, just with a few clicks.

Automatic Translation with Google Translate API

In this case, you will use Automatic Translation for your website, with the help of Google Translate API to help you as a starting point with simple strings until you put in place the manual translation.

With the Google Cloud Translation API, you can easily translate the text between thousand of available languages. There are a few steps you need to follow in order to enable the API and easily integrate it with TranslatePress.

In order to activate the Automatic Translation feature, you need to go to your WordPress Dashboard -> Settings -> TranslatePress. There you will find a field named Google Translate API, where you will have to insert the API key.

In our case, we said that we want a bilingual site, for the Canadian business, so we only need to activate French.

We’re going to switch back to the Editor Interface on the front-end of your site, choose French from the language list, and the page will automatically load the translated version of your site. Now you have a nice preview of how it will look like.

Translating an entire page

After the live preview of your translated site, you can choose a particular page, click on it and the editor will load all the strings available, even the hidden ones, such as SEO meta tags and description.

In this case, I navigated to the WooCommerce Cart which is now named Chariot.

Translating dynamic strings (gettext)

The next step in translating your WordPress site is to Translate Dynamic Strings that are coming by default from WordPress, or from other plugins and themes.

Gettext strings are different from normal strings and can take various forms, such as:

  • Dynamic variables (%1$s by %2$s) – there are strings that can contain things like username, plugin settings or other variables;
  • Original strings – Can be strings added by plugins/themes. You will find these strings under the “Original string” box in the translation editor;

Using TranslatePress you will be able to translate the dynamic strings loaded on that page.

Display a Language Switcher

With TranslatePress you can also have the option to display a language switcher so that your users can easily switch from English to French.

To implement the language switcher, go back to the WordPress Dashboard -> Settings -> TranslatePress and there you have the following options:

  • Using the  shortcode [language-switcher] on any page or widget;
  • As a WordPress Menu item, from the WordPress dashboard -> Appearance -> Menus to add Language Switcher Languages in any menu;
  • As a Floating Language selection where you can display a floating drop-down menu that will follow the user on every page within your website;

That’s it! We went through configuring a multilingual site for a Canadian business with the help of TranslatePress.

There are some key advantages if you use this plugin to transform your site into a multilingual one:

  • Allows you to translate the entire page by using an intuitive UI similar to the Customizer;
  • Full integration with Google Translate API;
  • Fast and friendly with both Manual and Automatic Translation;

Download TranslatePress

Have you ever considered transforming your site into a multilingual one? What solutions have you used? Were there any features they were lacking?

Let us know in the comments section below!

The post The Non-Technical Guide to a WordPress Multilingual Site appeared first on Cozmoslabs.

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Big words for a big project.

Wouldn’t it be great to be able to translate your WordPress site with an user interface that wasn’t an afterthought and the functionality looks like it was part of the core?

Where it works out of the box without having to add support to various plugins or themes.

Where the translation is stored locally, in your WordPress site, not on someone’s else server.

In December 2016 we started our own Mission to Democratize Multilingual WordPress.

These are big words for a big project that had to tick a lot of boxes:

  • GPL plugin and self hosted, you’ll own your translations
  • A free version that will allow you to translate all your WordPress site in a second language without limits
  • Translate what you see, using a friendly UI similar to the Customizer. No more messing around with weird and out of context interfaces
  • Full Integration with Google Translate API for initial translation, while the content is still served from the local database once translated
  • Really fast and cache-able by all WordPress caching plugins
  • SEO friendly, with support for title, slug, metadata and social graphs translations
  • Designed from the ground up to take into account all of WordPress weird quirks and features like slugs, menus, custom post types, Page Builders or Shops
  • Bring proper translation management tools for site owners, developers, agencies and translators combined
  • Create full multilingual websites without the hassle or cost of available tools

8 Months later and TranslatePress Beta is live.

You can test it out, brake it, complain about, talk about how we don’t know what we’re doing or all of them combined. As long as we’re getting feedback we’ll be happy campers and we’ll put all that feedback to good use as soon as possible.

This is a short post, but you can read a lot more about why we built TranslatePress and our future plans here:

TranslatePress Beta

The post Democratize Multilingual WordPress – TranslatePress Beta appeared first on Cozmoslabs.

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Version 1.5.0 of Paid Member Subscriptions is the biggest release the membership plugin has seen since its initial launch.

I am really proud and excited about it, because it is the result of the collaboration between you, the users who have reached out to our support team for help, the support team, which has been doing its best to listen to your needs and to transform these needs into well documented feature requests, and also the development team which has been hard at work implementing these features.

This update has been in the works for a few months and it has seen a lot of changes in its core, changes that make the plugin more flexible and enable us to push forward new features that without these modifications could not be possible.

So let’s see what’s new.

Subscription Free Trial Period

It’s pretty obvious that to run a profitable membership website you need to convert your users into paying members. One of the best ways that you can incentivise your users to subscribe to one of your membership plans is to offer them a free trial period in which they can have access to your premium content or services.

You can achieve this with Paid Member Subscriptions by editing your Subscription Plan and adding a duration for your free trial.

With the setting above, users that register for the first time to this subscription plan will have a 15 day trial period, after which they will be billed automatically for continuos access.

Subscription Sign-Up Fee

Subscription sign-up fees, as the name implies, is a feature through which you can charge your users an extra amount on top of the subscription plan’s default amount when they subscribe.

With the above subscription plan settings a new member will be charged $10 for the first billing cycle of one month and also an extra $5 for signing up.

The subscription sign-up fees also go hand in hand with the free trial feature. The same idea, of incentivising your users to subscribe, applies in this case, as you can offer your users a paid automatically discounted trial period.

For example, if you’ve set the above values for your subscription plan, upon subscribing, your users will be charged $5 and will enter a one month trial mode, after which they will be billed $10 on a monthly basis for continuous access.

Please note that free trial periods and sign-up fees are supported for now only by the Stripe payment gateway and PayPal Express Checkout payment gateway, but only for PayPal accounts that have Reference Transactions activated. Learn how to activate Reference Transactions in PayPal.

Subscription Automatic Renewal

When choosing a WordPress membership plugin, flexibility of features is very important. Having the ability to make changes to the way your membership website works with just a few clicks is both a time saver and a headache blocker.

In the previous versions of Paid Member Subscriptions selecting if a subscription plan should be auto renewing was pretty flexible, yet rigid at the same time, in the sense that you could specify in the Settings page of the plugin if the subscription plans should all be auto renewing, none should be auto renewing or let the user decide at the moment of subscribing if their plan should auto renew or not.

Version 1.5.0 brings a new layer of flexibility by adding these same options for each individual subscription plan.

Thus, for a given subscription plan, if you set any other option than “Settings default” for the “Renewal” field, the renewal behaviour for that plan will overwrite the behaviour saved in the Settings page of Paid Member Subscriptions.

Other Improvements

Alongside these big changes, this new version of Paid Member Subscription brings other improvements:

  • The Cancel Subscription action from the member’s account will now only cancel the user’s subscription without removing it completely. This way the users still have access, until the end of the billing cycle, to the content they payed for.
  • A new Abandon Subscription action has been introduced, that will mimic the functionality of the old Cancel Subscription action, so that users can still abandon their subscription if they so desire.
  • The Member Account shortcode has been improved to display more information about the user’s subscription.
  • The admin Edit Subscription screen has been improved, to offer more flexibility for setting up and editing the details of a subscription.

Please note version 1.5.0 is a major update. The core of Paid Member Subscriptions and its add-ons have seen a lot of changes. Please update your version of the plugin by following these instructions.

We hope you will enjoy the new features of Paid Member Subscription as much as we do. Please let us know in the comments below what you think.

The post Paid Member Subscriptions 1.5.0 released! New features: free trials and sign-up fees. appeared first on Cozmoslabs.

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If you’re a membership site owner, one of the most effective things that can help you boost your site revenue as well as retention rate, is setting up a WooCommerce store for your members.

If you restrict WooCommerce product purchase for non-members and offer special member prices for products, your members will feel like they’re part of a select club.

Besides great content, not having access to a certain product might trigger a standard user to join in and become a member. Done right, product sales will add to your overall membership site revenue.

It’s a no-brainer why more and more membership site owners consider adding a shop to their website. Below, we’ll look into how to set one up in 4 easy steps.

Step 1: Download these FREE WordPress Plugins

For this you’ll only be needing these two free plugins:

Paid Member Subscriptions integrates with WooCommerce allowing you to restrict product viewing and purchasing, as well as offer special discounted product prices to members.

Both plugins are shortcode-based and pretty straight forward to setup, so I won’t go into the specifics. For WooCommerce, you can use the plugin’s onboarding wizard, who will set everything up for you at installation.

Step 2: Create Subscription Plans

After installing Paid Member Subscriptions, you’ll first need to create pages and add the [pms-register], [pms-account] and [pms-login] shortcodes for users to sign-up, manage their subscriptions and login.

Next, we’ll move to creating the actual subscriptions plans. In the admin menu, under Paid Member Subscriptions, click Subscription Plans. From here we’ll be able to create subscriptions plans for your users to sign up. Simply click the “Add New” button and fill in the subscription plan details.

We’ll add three hierarchical subscriptions, Gold, Silver and Free.

Step 3: Restrict WooCommerce Shop page

Now, we’re ready to add products and create a Shop page using WooCommerce. The Shop page, where we’ll have a list of all our products is set under WooCommerce -> Settings -> Display -> Shop page.

Let’s say we want to restrict WooCommerce Shop page to members-only. This means the page will only be visible to logged in users subscribed to one of our 3 subscription plans: Free, Silver and Gold.
Visitors and non-members will not be able to see the Shop page products.

For this, under Pages, find the Shop page and click “Edit Page”. Paid Member Subscriptions will automatically add a “Content Restriction” box under the page content, giving you options for restricting WooCommerce shop page to members-only.

Under Content Restriction -> Display For, make sure to select the subscription plans which have access to the Shop page. In our case, all three of them. We want all members to view the Shop page, but only Silver and Gold subscribers to be able to purchase products. Which leads us to…

Step 4: Restrict WooCommerce Product Purchase & View to Members-only

Let’s create a new product, called Awesome T-shirt and make it purchasable by Silver and Gold plan subscribers only. Under Products, click “Add New” and start by filling in the product details.

Next, you’ll notice the Content Restriction box, which now contains: Display Options as well as Purchase Options. We’ll keep the Display Options the same (display to all members), and check the Purchase Options for Gold and Silver only.

We can also enable custom restriction messages, per product. In this case, we can let Free subscribers know that they cannot purchase this product unless they upgrade to Silver or Gold.

That’s it! You have now restricted WooCommerce product purchase to everyone but members of Silver and Gold subscription plans. Also, we have restricted the Shop page to non-members.

Besides this, PMS also offers an easy way to set discounted product prices to members based on subscription plan.

Have you considered adding a WooCommerce store to your membership site? Any features you’re missing for a perfect integration?
Let us know in the comments section below.

The post 4 Easy Steps to Restrict WooCommerce Product Purchase and Shop for Non-Members appeared first on Cozmoslabs.

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If you run a membership site and are also looking to sell products to your private audience, then setting up a WooCommerce members-only store is the way to go.

This enables you to sell products exclusively to your members as well as have multiple membership plans, each with access to different products.

Whether we’re talking about a private community, closed online course or niche club, a members-only store will help you focus on different groups of customers (based on their subscription), and offer tailor products to a specific group (besides the premium content).

How to turn your site into a members-only store

In order to add a WooCommerce members-only store to your membership site, we’re going to use two plugins that are beautifully integrated, namely WooCommerce and Paid Member Subscriptions.

WooCommerce is an open source e-commerce plugin for WordPress, that is designed for small to large-sized online merchants using WordPress.

Paid Member Subscriptions, on the other hand, is a membership plugin that can be set up in under 3 minutes and 4 easy steps, by using shortcodes for Member Registration, Content Restriction, and Subscription Plans.

In order to have the features developed in this integration up and running on your site, you have to install and activate both Paid Member Subscriptions and WooCommerce:

You can check this documentation regarding the installation and activation of both plugins.

Using Paid Member Subscriptions together with WooCommerce

Using these two plugins together will help you build a WooCommerce members-only store for your community and benefit from several things, such as the following:

  • restrict not only the content but also product viewing or purchasing for non-members
  • highlight your best products and offer discounts to subscribers of premium membership plans
  • set up custom restriction messages (global or product based) to trigger non-members to sign up
  • increase your membership site revenue and retention rate
Product Restriction for your WooCommerce members-only store

Paid Member Subscriptions allows you to restrict product view and product purchase based on logged in status, as well as subscription plan. This comes in handy when you need to filter which of your members get to see and purchase specific WooCommerce products.

Let’s go ahead and create several subscription plans: Free, Basic, Gold, Premium and Lifetime.

After creating and activating the subscription plans, we will add some products in WooCommerce Products section. In my case, I have chosen two type of products: books and audible files.

Now, we’ll take a closer look at the content restriction within a product. Let’s take the audible file for example and divide the product restriction into two parts.

Restrict Product Viewing 

In this Meta Box, you can select which subscription plans get to see this specific product. It’s an easy way to hide product from logged-out users or non-members.

In my example, we’ll make it so every subscription plan will be able to see the audible “The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph”.

Restrict Purchase Options

This is a second product restriction phase, allowing you to restrict which subscribers can actually purchase this product.

Taking into consideration the same Ryan Holiday audible file, we’ll make it so only Premium and Lifetime subscribers can purchase it.

If the user is subscribed to a different membership package (Gold, Basic or Free), a purchase restriction message will be displayed.

Convince your non-members to join with custom restriction messages

Now, it’s time to talk about how you can customize restriction messages per product. You already have some default ones, which can be found under Paid Member Subscriptions – Settings – Content Restriction, and you can customize them even more.

Going back to the editing interface of Products in your WordPress Dashboard, you will find a section (below the Display and Purchase Options) showing a checkbox and options for Custom Restriction Messages.

Here, you have the first box, where you can set up a custom message for logged-out users.

Messages for logged-in non-member users

And further you also have two more boxes to customize your tailored message for non-member users, which means that they are already registered to your site, but didn’t subscribe to any membership packages.

Messages for restricted product purchase

You can also set a custom message for restricted product purchase, which will be displayed only in the following case: when you have a user subscribed to a premium membership package and who wants to buy books available for the Gold users only.

If you remember, everyone can see the products from your shop, but they are restricted based on the membership plans.

Product short descriptions

This little Meta Box enables you the possibility to display a custom description about your product. In our case, we talked about books and I am pretty sure every one of you have read the description of a book when shopping online. So, I think it’s important to display the most important information about your product.

Reward your members with automatic product discounts

The integration between Paid Member Subscriptions and WooCommerce also allows you to offer special product prices based on the membership package a user has subscribed to.

So, when editing the Subscription Plans, in the Paid Member Subscriptions dashboard you will find the Product Discounts section. There you can “Add New Discount” by customizing the following options:

  • per product or products categories
  • select product name, if you want to apply it just for particular products
  • the type of discount (percent or fixed amount)
  • the status, whether the discount is active or not

Further, you can also set some special discounts, if you are editing a particular product in the Products Section – WordPress Dashboard. There you will have another Meta Box that will enable you the possibility to set the discounts behavior.

The Discounts Behaviour refers to the following actions you can take:

  • Best Price –  if you set several discount codes per subscription, this action will apply the best one for the user, which means the discount that will make the product cheaper
  • Apply only discounts set below this product – meaning that the only discount code that will apply will be the one you have set here (not from Subscription Plans)
  • Exclude this product from all membership discounts – this action will cancel any existing discount and keep the original price

Now, to sum up the things explained above, I will show you how members will see the shop if they are logged in.

Let’s say I wanted to offer a membership discount for my premium users for certain books and audible files. A short message saying “Member discount!” will be displayed above the product. This badge is also visible on the individual product page.

The product price will also change accordingly, taking into consideration the existing membership discounts. This way premium members will be able to purchase the product at a special price.

Conclusions

That’s it. You took all the required steps for adding a WooCommerce members-only store to your membership site. Well done!

We went through creating subscription plans, adding products to our store, restricting product view and purchase for non-members as well as creating membership discounts for our select group of users.
We used custom restriction messages as a call to action for becoming a member or upgrading your subscription.

Are there any other features you’re looking for before to make your WooCommerce members-only store even better? Share your thoughts in the comments section below.

The post Setup a WooCommerce Members-Only store with Paid Member Subscriptions appeared first on Cozmoslabs.

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