Jump to content


Welcome to the forum:

Welcome to the iThemes, PluginBuddy and WebDesign.com forum. We've created several tutorial video's to help you get you started with using the forum, please check them out!

Also take note of the forum guidelines.


Support hours:

Our moderators actively respond to forum support requests during normal business hours which are Monday-Friday, 8am - 5pm Central Standard Time, typically within one business day. Although some moderators choose to work during the weekends, we can not guarantee immediate attention to your requests. Thanks for understanding.

What is included with support:

Premium support includes theme/plugin issues such as: bugs encountered under normal operation, how to use basic features, basic WordPress help, and basic help with customization (meaning we point you to resources and will help in more depth as time allows). More information.

Membership For Professional Org

membership

1 reply to this topic

#1 techtriadinc

techtriadinc

    New Member

  • Members
  • Others: All Plugins, BackupBuddy
  • 8 posts
  • LocationNorth Carolina

Posted 10 June 2014 - 12:31 PM

First time Exchange user but experienced in WP and web dev. Will Exchange do what we need?

We want a regular WP website with a member area where members who can see certain pages. If we can do annual dues payments, then even better. But mostly, it's a website with some protected pages. (This seems built into Exchange.)

The group sells only membership. Nothing else. We don't want cart/shop/etc. on the site at all. It just gets them to protected pages.

The member dashboard's purpose is for them to update their personal / contact information and so we can automatically pull out contact info for sharing with other members on those protected pages.

Summary: a membership site where they share member data with ONLY dues "sold" as a product.

QUESTION: I understand not having a tool to email all members until they opt in, but these have already opted in, so will MailChimp's add-on resolve it so that they can email the membership from the website through Exchange/MailChimp? (Like mark them as opted-in.)

QUESTION: We understand how recurring payments works. Is there an adjustment so that overdue payments cut off member access, we can adjust how many days late before that happens?

QUESTION: Can we turn off all ecommerce tchotchkes like add to cart, wishlist, most ecommerce icons & tools, except for making annual dues payments through a custom "welcome" message that tells only some of them when dues are due based on individual due dates? (or "everyone whose dues are due at the first of September")

BIG QUESTION: Can we automate the process of pulling member info in real time so that protected member pages display current and updated member info? (We have programmers; can the data be extracted?)

Thanks so much. This would resolve a lot of the website build costs and provide cool functionality.

#2 Elise Alley

Elise Alley

    iThemes Support

  • Administrators
  • Others: All Plugins, All Themes, Members, Moderators, Toolkit, Webdesign
  • 5,728 posts
  • LocationOklahoma City, OK

Posted 10 June 2014 - 08:05 PM

Hi techtriadinc,

Thanks for your interest in Exchange and the Exchange add-ons.

With Exchange and the Membership add-on, you can create membership products and restrict content to that particular membership.  While there is a Multi-item Cart add-on, you do not have to enable it in Exchange.  And there is a Store page, but you can either disable it, or just rename it (both the page title and page slug) in your Exchange settings to something that would better suit your particular situation.  

Using the Recurring Payments add-on,

We're working on a demo site for memberships here:  http://demos.ithemes.com/ithemes-exchange-membership/  You can actually "purchase" one of the demo products and checkout what the account page would look like.  You can use the Stripe option with one of the test card numbers listed here:  https://stripe.com/docs/testing

Quote

QUESTION: I understand not having a tool to email all members until they opt in, but these have already opted in, so will MailChimp's add-on resolve it so that they can email the membership from the website through Exchange/MailChimp? (Like mark them as opted-in.)

I'm not sure I understand the question.  The MailChimp add-on for Exchange just adds users to your lists in MailChimp.  You still have to go into MailChimp to create and send your emails.  If the customers are already on the list, even if they don't check to register for your email, they're already on the list and not checking to opt-in won't remove them from the list.  If I misunderstood the question, just let me know and I'll do my best to answer.    

Quote

QUESTION: We understand how recurring payments works. Is there an adjustment so that overdue payments cut off member access, we can adjust how many days late before that happens?

You can set up recurring payments so that they are automatically recurring or not automatically recurring.  If it is not automatically recurring, at the end of the month/year, the membership ends until they repurchase the product.  If it is an automatically recurring payment, the customer will be charged every month/year until they cancel their subscription.  If a payment is declined for some reason, it ends their subscription and they will have to repurchase the membership.  

Quote

QUESTION: Can we turn off all ecommerce tchotchkes like add to cart, wishlist, most ecommerce icons & tools, except for making annual dues payments through a custom "welcome" message that tells only some of them when dues are due based on individual due dates? (or "everyone whose dues are due at the first of September")

Yes, you can disable the cart.  There isn't a wishlist option in Exchange at this time and you'd have to be more specific on the other "icons & tools" for me to say for sure on those.  

There is an account page you can customize for your customers, but there isn't an option to make a custom account page based on the customer or their subscription dates.

Quote

BIG QUESTION: Can we automate the process of pulling member info in real time so that protected member pages display current and updated member info? (We have programmers; can the data be extracted?)

Do you mean on the customer's profile page?  If so, they can update their information there, but it doesn't actually display.  Of course, if you have programmers who are capable, you are welcome to customize Exchange however you'd like in order to suite your needs.

Let us know if you have any additional questions!

Thanks,

Elise



Reply to this Topic


ATTENTION
If this topic is marked RESOLVED or INFORMATION, or if you are NOT experiencing EXACTLY the same issue, please start a new topic to provide the details of your problem. If the solution provided doesn't work for you, you should start a new topic. If you feel this thread contains relevant information, you may include a link to it in your new topic. To ensure that we can process your support request efficiently, ALWAYS include a link to your site, and/or the page your request is related to. When posting your question or request on the forum, please be as concise and specific as possible. The shorter and more to the point you can make your request, the better.

For BackupBuddy related issues, be sure to include the status log from your most recent backup.

CLICK HERE to start a new topic in the Exchange ecommerce plugin forum.


  



Also tagged with one or more of these keywords: membership

0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users