In this article we will go over all the settings available in the "Pricing" Tab:


NOTE: For more information about the other tabs please reference the links at the bottom of this article. 



Also, this article is going to be divided into 3 sections:  

  1. Set Pricing Options for This Plan
  2. Sign Up Settings
  3. Upgrade Settings



1. Set Pricing Options for This Plan


The first thing to know is that it is possible to specify if the membership plan is "Free" or "Paid". 

When selecting the "Free" option, some settings will be hidden because they will only apply to paid memberships. 



1. Account Type: Here select if this membership will be free, paid, or claim.
The claim option will only appear if the claim listing add-on is purchased or if the Vip Add-ons are active on the website.

For more information about what this add-on, please read this article: Claim Listings In Depth - Add-on


To set up a Free Membership Plan, we recommend reading the following documentation: Setting up Free Membership Plan


2. Preferred Payment Term: In this option, select the preferred payment.

For example: If the"Paid" option is selected (Option 1) and the preferred payment term is: "Yearly". In the checkout page, the "Annually" option will be marked by default.  





3. Monthly Price: Entering a value greater than 0 will enable this payment option. 

For example, by typing "10", the system will display this amount in the checkout page and it will charge them automatically each month. Keep in mind that some payment gateways as PayPal Standard and PayFast, handle the recurring subscriptions in a different way. They create the unpaid invoice but the payment won't be attempted until the member's login in their account and pay from there. 

The internal payment gateways will charge their account automatically.   


4. Quarterly Price: Entering a value greater than 0 will enable this payment option.

The system will create an option to signup and pay each 4 months. This subscription is recurring as well.  


5. Semi-Yearly Price: Members will be billed every 6 months if they select this option.

Entering a value greater than 0 will enable this payment option. This subscription is recurring as well.  


6. Yearly Price: Members will be billed every 12 months if they select this option. 

Entering a value greater than 0 will enable this payment option. This subscription is recurring as well.  


To set up recurring subscriptions, we recommend reading the following documentation: Setting up Recurring Payments


7. One-time Setup Fee: This option will work for 2 purposes: 

  • Charge a setup amount + the membership price: To do this please type the "Setup Amount"  and also select at least one of the options 5, 6, 7, and 8.
  • Charge only a one-time payment: Leave blank options 5, 6, 7, and 8 and only add the one-time payment amount. For more information about how to set this up please read this article: Setting up One Time Payments


8. Price to Purchase Leads: For membership plans that will purchase leads, type in the amount they would need to pay in order to purchase the lead.   

If the membership level is free, we recommend charging for leads, if it is paid we recommend setting up a cheaper amount or allowing them to receive leads for free.


9. Enable Free Trial Period: This is an add-on that will only be seen if the Vip add-ons are installed. 

To learn more about how it works please open the following documentation: Free Trial Period Add-On - Everything you need to know. 


10. Number of Free Trial Days: With this option, specify how many free trial days a member will get to try out the website. For more detailed information please read the article added in option 5. 


11. Successful Sign Up / Upgrade Conversion Tracking Code: There are many 3rd party tools that require placing a tracking code on "success pages" in order to track sales, sign-ups, conversions, and more. 

It is possible to place a tracking code for the "success pages" into each membership plan or in a specific widget that will apply to all membership plans. 


This article: Adding Affiliate Tracking & Conversion Codes




2. Sign Up Settings




1. Disable Signups For This Membership Plan:  If it is set to yes, there will be no public signup page for this membership plan. This option is good if the website has an Admin Membership that visitors should not sign up for.


2. Sign Up Email Sent: This is the email the members will receive right after they signed up. This is email is sent automatically by the system. 

If the membership plan is Free please select the email Template: Welcome-basic- [Action-required] Please verify your email. 

If the membership plan is Paid please select the email Template: Welcome-paid- [Action-required] Please verify your email.

Send Copy of Email to Default Website Email Address: If this setting is checked (Default), the system will send a copy of this email to the owner of the site (Default Website Email Address).    


3.  After Sign Up, Set Account Status As: This option will determine the status of the members as soon as they sign up.  In the past, this was an Advanced Setting that worked for all membership plans at once, but now, the status can be selected on each membership plan. 


Find below the 3 options that can be selected:  

  • Active Account. This will make the member active as soon as she or he creates the account, the account will be visible on the site right away.
  • Inactive Account. Requires Email Verification.  This will make sure the account is not active unless they verify the email that they receive, once they click on the verify email link the account will be visible.
  • On Hold, Requires Admin Approval. When members sign up they are going to be on hold and not visible.
    If the member needs to be approved, it can be found under Members >> Search Members, then click on Actions >> Quick Edit. Change the Account Status to Active Account.

An article about this setting can be found here: Manually Approve New Member Signups.


4. Sign Up Page Sidebar: This is the sidebar that will appear on the checkout page, right next to the new member contact information and credit card fields. 


Note: Please do NOT select any of the default ones: Homepage with Map, Lead Page Sidebar, Member Profile Page, Member Search Result, Post Search Result, and Post Single Page. 

We do NOT recommend using these sidebars because they contain links and the members can be redirected to other pages and leave the checkout page. It is better to create a new sidebar for checkout pages.  Please make sure that it does not have any links. 

An article about this setting can be found here: How to Add Confidence Boosters to Checkout Sign Up Pages


5. Sign Up Page Sidebar Position: Choose the position of the signup page sidebar (right or left). 


6. Pre-Select Top Category: Select if a member will have a "Top Category" selected when they signup. 

Keep in mind that they can change this selection. However, it will be pre-selected when they see the Contact Details form for the first time.

Please reference the image below to see where the pre-selection will be located.


7. Pre-select Listing Type: Select if a member will have a "Listing Type" selected when they signup. 

Keep in mind that they can change this selection. However, it will be pre-selected when they see the Contact Details form for the first time. 


8. Redirect Page After Sign Up: This is the web page members are redirected to after they Sign Up. 

Default: /account/home


9.  Redirect Page After Login: The default option is: /account/home. We do not recommend to change the default link, it could cause issues when members try to log in. 




3. Upgrade Settings



1. Upgrade Email Sent: Choose an email template to be sent after member upgrades to this membership plan. 

Send Copy of Email to Default Website Email Address: If this setting is checked (Default), the system will send a copy of this email to the owner of the site (Default Website Email Address).    


2. After Upgrading To This Plan, Set Account Status As: This option will allow selecting the status of the members as soon as they upgrade to this specific membership plan. 


These are the 2 options: 

  • Active Account: This will make the member active as soon as she or he upgrades, the account will be visible on the site right away. 
  • Inactive Account:  This will make the member inactive as soon as she or he upgrades, the account will not be visible on the site right away.
  • Same Status before upgrading: if the account active, then it will remain active, if it was inactive, then it will remain inactive. 


3. Available Upgrade Options: The membership plans selected here will appear as options to upgrade: 




4. Upgrade Page Header Content: The text entered here will display above the available upgrade options on the upgrade page.




5. Description Why Members Should Upgrade to This LevelThe text entered here will display as a description for this membership level when it is an option to upgrade to.




NOTES:

  • Members cannot upgrade from a paid Membership Plan to a free Membership Plan, so membership plans that are free will not be selectable options.
  • "SELECT RECOMMENDED" will automatically select all the membership plans with better search results priority.
  • Membership plans that have the Account Type "claim" cannot upgrade. The listing first has to be claimed by a member, and then the member can upgrade.


We'll recommend referencing the following documentation in order to set up the upgrade options: Setup Upgrade Options in Membership Plans.

Have questions about how members upgrades are completed on the website? Please read this article: Member Upgrades From Members Perception.



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