Memberships

Introduction to Membership Management

Membership is a feature you can leverage when you're looking to start offering enterprise, corporate or group subscriptions for schools, organizations of the such.
The feature allows you to create a subscription that operates on a more personalized basis, where you can limit the number of available seats and grant special access to your members. This access is set, based on a specific team or group of customers that will become an active part of your group or organization. On Pelcro, it’s a form of identity management and access control enabled via the platform; the membership management feature creates the opportunity for you to manage your memberships.

The feature is made to help you manage your memberships in a seamless and effective way. If you're familiar with Pelcro's group-owner/group-user feature, what you need to know is that we're moving the group owner/user relationship one level-up, from the subscription level to the plan level. Some other must-knows before getting started are:

  • A member-owner gets billed instead of all the individual membership members
  • The member-owner has full control of the account
  • Each member under a membership plan gets access to the same entitlements and features as the member-owner.
  • The member-owner also has the ability to add and remove members based on domain or IP address via the CRM.

Think of it like a family, where the member-owner is the matriarch/ patriarch, and ideally, they are in control of the household, and then all the members, are the people who live there and have access to the same water, food, amenities, etc.

Key Terms

Membership Owner: The primary point of contact that will be responsible for managing the membership, and the members of the membership plan. The invoice will be tied to the member-owner.

Members: These are the members that belong to the membership plan. They are not involved in the billing process for the membership plan. They are added only by the member-owner via email address and domain or IP address. However, they do receive all the same entitlements as the member-owner.

Once the membership plan is canceled or expires, the member-owner loses all access to the membership plan, as do the members.

To set up the membership management feature, you follow the below tutorial, which gives a step-by-step run-through:

Or follow the steps below;

Creating a Membership Plan

A step-by-step process of creating the membership plan, it’s very similar to a subscription pricing plan with a few adjustments on the way, specifically with the plan type and capacity.
1. Go to the Pelcro platform.
2. Click on Products
3. This is where you will find all your products
4. Click on VIEW PRODUCT and create a membership plan for the product of your choice
5. Click on ADD PRICING PLAN to create a membership plan

6. Name your "membership plan" and fill in all the necessary details.
These details include the product type, currency, unit price, and how long you plan on charging the member-owner. You can also select if it is refundable or non-refundable as well.

7. Click on Plan Type and make sure to select Membership
This enables the feature and allows you to create a membership pricing plan instead of just a regular pricing plan. It’s important to toggle this or else you are just going to create a normal subscription product and plan

8. Click on OPTIONAL
9. Under member seat capacity fill in the number of members you want in your membership plan
This is the total amount of seats available in this membership plan. Add the amount of the number of seats you want to have in your membership plan, this can be any number you choose. Our advice is to select a number that’s not too high, but also not too low to avoid readjustment later.
10. Click on CREATE PLAN

Creating The Member-Owner

There are two ways you can create the member-owner for a membership plan; one way is by creating a new customer from scratch.

You can turn existing customers into member-owners by hooking them up to the membership plan. It’s a very similar process to adding a customer to a subscription plan. All it requires is for you to add a subscription under the customer and fill in the necessary information including address, payment method, and how the members would be added.

1. Click on Customers
This is to connect your membership plan to a member-owner, select the customer you want to be the member-owner for this membership plan
2. Click on Add a new subscription

3. Click on ADD A PRODUCT
You will see a drop-down menu with all the products and corresponding pricing plans you created. You can search your specific product and plan with the plan ID, name of the product, or name of the plan.
4. Select the membership plan you want to connect to the member-owner

5. Then select if you want to add your new members via IP address or Domain
This is how members would be added by the member-owner to the membership plan. Currently, we offer two options of how this can be done. Either with an IP Address which would require the member-owner to type out the IP addresses of the devices that would be allowed in this membership, or by email address domain. Add the IP address or domain under the appropriate field, depending on which option you select.

6. Type the domain name
If you’re doing it by the domain name you would need to type out the domain name.

7. Then fill out the payment method details
8. Click on START SUBSCRIPTION

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MEMBER OWNER MANAGEMENT

Currently, the member-owner can add and update members and their addresses through the platform itself, not via the user dashboard. However, if the member-owner wishes to pay the invoice via the user dashboard this can be done with our new "pay invoice from frontend feature".

Adding Members To The Membership Plan

1. After you've connected your membership plan to the member-owner, now it's time to add your members
The member-owner can directly add members from their personal dashboard. By clicking on the 3 ellipses on the right-hand side of their membership, a menu will appear with different options. This is how a member-owner can view the subscription, update the subscription or delete the subscription.
2. Click on VIEW MEMBERS
3. Click on ADD YOUR FIRST MEMBER
4. Type the email of the members you want to add
For each member you add you type out the email address with the domain you specified when creating the membership plan. The member-owner adds emails based on the member seats created.

5. Click on ADD MEMBER
6. Your member is now in pending status
All members are on pending status until they log into the subscription site via the login button sent by email.
7. Once your member logs in or registers via the site they are automatically added to your membership plan
It's important to note that they have the same entitlements and access as the member-owner, and once the member-owner cancels the subscription they lose all access and entitlements. This also happens if the membership becomes inactive or expires.
8. Now your membership plan is activated and has active members

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UPDATING A MEMBER'S ADDRESS

You can also update a member's address and shipping details after they have activated their membership via the platform. This is done by clicking the 3 ellipses on the left-hand side of each member's email and filling out the address information and updating it.

If you are a developer please note that the membership management feature is also available to be set up via;


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