ARMember provides two different payment methods for paid subscription/recurring type of plans.

  1. Auto Debit Method
  2. Semi Automatic (Manual) Method

In Back-end administrator user will be able to decide which method will be allowed by each gateway while configuration of plan + sign up page.

Select Payment Method

If “Both” option is selected for any gateway, then at front end while user will purchase any recurring plan using that gateway, he will be allowed to select payment method.

ARMember Payment Mode

Let’s understand how both payment method works:


Auto Debit Method

If user has selected “Auto-debit Method” while purchasing plan, user don’t need to worry for payment of every recurrence ( billing cycle ). Payment will be taken by selected gateway automatically at start of every recurrence. If payment will fail at any occurrence, then “Failed Payment Action” will occure.


Semi Automatic (Manual) Method

If user has selected “Semi Automatic Method” while purchasing plan, then user has to pay manually from your system whenever it is end of the Billing Cycle. User has to come your system and repurchase same plan untill all recurrence of that plan complete. If somehow for any reason, user will not repurchase before next recurrence date, then “Failed Payment Action” will occure. ARMember also provides email notification named “Semi Automatic Subscription Payment Reminder” for sending reminder to all users before their next recurrence date is reached.

ARMember_affiliatewp

This option will be available from “Configure Plan + Signup Page” and Addon “Coupon” is required to be activated.

Here, Coupon code will work as “special code / Invite code”.

If this option is enabled then user will get an option to add Coupon Code at time of registration and this will be a compulsory field. So, if you want to make a system to allow registration with some specific invitation code then this option will be helpful.

Once user get logged into system, this code will work normally as coupon code.

If you are setting an “Invite code” with some percent of discount (for example : 10%), then that code will work as both “invitation code” as well as it will give discount (10%) to that user on payment.

Often a form will contain several generic fields that many respondents will answer in the same way. Rather than making users fill in these fields, which can be repetitive and time consuming, you can pre-populate them with the correct information so that, when users open the form, these fields will already be filled in. To do so, you will need the form’s URL and the variable names associated with the fields they want to fill in.

Field values can be passed into a form by appending them to the form’s URL using the following structure:

baseURL?variable1=value

Replace baseURL with the form’s URL, variable1 with the name attribute associated with the field to be filled in and value with the appropriate plan's ID value. To fill in multiple fields, insert the ampersand symbol (&) before any additional variables:

baseURL?variable1=value&variable2=value
For Example:
http://your_site_url/membership-setup-page/?subscription_plan=2

The result of above example will be like – the plan with plan id value 2 will get selected.

Most important thing in ARMember is to integrate your PLANS, your REGISTRATION FORM, your PAYMENT GATEWAYS, COUPONS to membership page along with desired styling for front side.. All these possible only using single shortcode.

Go to the Configure Plan + Signup Page menu from the admin interface where you can find a grid containing all previously created membership setup.

Here you have columns for Setup Name, Plans, Gateways, Member Form and Shortcode.

Setup Shortcode
{arm_setup id="1"}

You are able to edit and delete each setup from each row of membership setup, click on EDIT to edit existing setup and click on DELETE to delete existing setup.

ARMember_Membership_setup

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Membership Plans & Payment Setup

Manage Coupons section will only available if you activate Coupon from Add-ons.

ARMember_addons_coupon

  • Coupon management gives you full functionality to manage discount coupons
  • You are able to generate Random Coupon code while adding coupon OR you can add coupon code manually.
  • Create plan specific coupons. Those coupons can only be used for specific plan payments process.
  • Add Discount Rate in Fixed Amount or Percentage(%)
  • Coupon validity time duration can be set with start date, expire date and unlimited.
  • You can allow coupon code to be used for limited number of time from No. of time uses allowed. Please leave blank or 0(Zero) to for unlimited uses.
  • ARMember tracks the total number of times that each Coupon Code is used.
  • You have option whether to allow the coupon for the plan with Trial Period or not.
  • Another option is For Recurring Plan Apply to Entire Duration, check here if you need coupon discount to be applied on each recurring payment of subscription plan.
  • You can ENABLE or DISABLE coupon using single switch.

Manage Coupons Page – Screen

ARMember_manage_coupon

Add / Edit Coupon – Screen

ARMember_add_new_Coupon

After setting up coupons in “Coupon Management”, you need to enable coupon in “Configure Plan Signup Page” page. Go to ARMember->Configure Plan Signup Page, edit setup in which you want to enable coupon. In “Edit Plan Signup Page”, you will find “Enable coupon with payment?” option as shown below:

ARMember Enable Coupon

Select “Yes” to enable coupon code for users to use in front end “Configure Plan Sign up” page.

If “Use coupon as invitation code?” is enabled, then coupon field will be compulsory field in in Configure Plan Sign up page. So, if you want to make a system to allow registration only with some specific invitation code then this option will be helpful. Once user get logged into system, this code will work normally as coupon code.

Add New Setup

On click “Add New Setup” you will have all options to integrate your payment gateways, plans, etc..

Let’s see each steps in detail:

Setup Name

Before you start with integration, you will be asked for a name to be assigned to your membership setup for configure plan and signup Page.

Basic Configuration

Step 1 : Select Your Plans

In the first step you can integrate your membership plans that you want to include in your membership setup.

Here you will have list of all plans which you have created at Manage Plans. Select your required plans from here.

You are able to Select Plan Layout.

Step 2 : Select Your Registration Form

Now integrate your registration/signup form. You have a dropdown which contains all your registration forms, select one of them.

Form will not be displayed in case,

  • If user is already logged in, then form will not be displayed.

Step 3 : Select Payment Gateways

You will have a list of all payment gateways which are activated from payment gateways general settings. Select payment gateways through which users can do payment for relevant plans.

You are able to Select Payment Gateway Layout.

Mode of Subscription

  • Allow Semi Automatic(manual) method only:

    If this method is used, then user has to pay manually from your system whenever it is end of the Billing Cycle. Here, in this method all payment gateways are supported.( For ex: Suppose user has paid from paypal for the first time , then he/she can pay using same option or other payment options like – authorize.net, 2checkout, bank transfer etc..)

  • Allow Auto debit method only:

    In this method, recurring take place automatically at end of the Billing Cycle – based on the payment gateway selected by user.

  • Both (allow user to select payment method)

    If this option is selected, then user will get 2 options after selecting payment gateway in front-end side while filling form and according to that transactions will take place. Check in below image:

    ARMember Payment Mode

Enable coupon with payment?

If this option is enabled then user will get an option to add Coupon Code at time of payment in front side. and this will be optional.

Use coupon as invitation code?

If this option is enabled then user will get an option to add Coupon Code at time of payment and this will be compalsory field. So, if you want to make a system to allow registration with some specific invitation code then this option will be helpful.

Other Options

Step 4 : Set Labels

You can also set different labels to be displayed in front side for – Submit Button Label, Payment Section Title, Payment mode Selection title, Summary Texts related to Plan name, Plan amount, Discount amount – relevant to plan, Payable amount etc…

Styling & Formatting

ARMember Payment Mode

Step 5 : Select Your Plan Skin

Armember provides various skin options for membership setup. Select theme and check its Preview to get more idea how your setup will look like in front side.

Different kind of skin layouts are available with different heading, different background, dropdown format etc.

When plan skin is changed, font and color settings will be reset to default settings for each skin automatically. So if you have done any custom font and color settings for plan+sign up page, then you need to do it again before saving form.

Enable two step registration: If this switch is Enabled then whole plan+sign up page content displayed in two setps. First step will display plan and payment cycle selection with next button to go to second step and second step will display registration form and payment gateway selection with previous button to go to first step again for plan selection.

Next Button Label: This option will come only if two setp registration is enabled. From here you can change lable of ‘Next’ button.

Previous Button Label: This option will come only if two setp registration is enabled. From here you can change lable of ‘Previous’ button.

Hide Current Plans: This setting is used to hide user’s current plans from plan selection area in plan+signup page whern user is logged in.

Hide Plan Selection Area: If this switch is Enabled then plan selection portion will not be displayed and default plan which is set in admin side setup, will be assigned.

Plan Selection Area Position: From here, you can set position of “plan section” from available 2 options: “Before Registration Form” OR “After Registration Form”

Select Payment Gateway Skin : Whether you want to show it in radio button or drop down.

You can set content width and form position as well.

Select Plan and Payment gateway column wise Layout.

In Plan Layout: From here, you can select one plan which is shown as selected plan by default in front end.

You can also set position of Plans and Payment Gateways as those are sortable.

Select Fonts

You are able to change fonts settings which apply to content of plans and payment gateways. You have following font options.

Options Description
Font Family Change Font from given list of fonts where google fonts are also supported.
Font Size Change font size from here which is in px.
Font Style

You are able to apply font styles from here. You have following font styles.

  • Bold
  • Italic
  • Underline
  • Line-through

Color Options

Set Color Scheme related to your theme according to requirement.

Options Description
Font Color Options Change color for Plan Title Font, Plan Description Font, Price Font, Summary Font.
Active State Color Options Change color for Selected Plan Background, Selected Plan Title Font, Selected Plan Description Font, Selected Price Font.

Custom Css

Here you are able to set custom styles ( css ) for your integrated membership front-end page.

Pre Populate Fields Support

Often a form will contain several generic fields that many respondents will answer in the same way. Rather than making users fill in these fields, which can be repetitive and time consuming, you can pre-populate them with the correct information so that, when users open the form, these fields will already be filled in. To do so, you will need the form’s URL and the variable names associated with the fields they want to fill in.

Field values can be passed into a form by appending them to the form’s URL using the following structure:

baseURL?variable1=value

Replace baseURL with the form’s URL, variable1 with the name attribute associated with the field to be filled in and value with the appropriate plan's ID value. To fill in multiple fields, insert the ampersand symbol (&) before any additional variables:

baseURL?variable1=value&variable2=value
For Example:
http://your_site_url/membership-setup-page/?subscription_plan=2

The result of above example will be like – the plan with plan id value 2 get selected.

There are some possible types of plans you can create with different options. Each possible types of plans are described here.

Paid Plan (infinite) – Life Time Plan

If you select this plan type, you just need to add Amount for your plan. There will be no expiration of user’s membership with this plan.

ARMember_lifetime_plan

Paid Plan (finite) (Specific Plan Duration)

Select this option to give a specific time limitation for your paid plan. When you select this option, another options will be available – to set plan duration, action to be performed when plan duration will be finished, Upgrade or Downgrade Action option.

ARMember_one_time_payment

For this plan, you have to add Amount.

Plan Duration

  • Based on Joined Date:

    Here, you will be able to set Plan Duration in Days, Weeks, Months or Years. The expiration date totally depends on the joining date of a user.

  • Fix Duration:

    You can add a fix date on which plan will get expired irrespective of user’s joinig date.

    This option will be helpful if you wanted to create a small term campaign on your site. Suppose, you have set 28/02/2017 as expired date for your campaign, then all users’ membership belong to this plan get expired on that day even though user has just registerd before a day ago. And after that date (in this case : 28/02/2017) no user can do registration for that plan.

End Of Term Action

You can set actions to be performed when plan expire, you can block users or give access to Free Plan.

Grace Period End of Term

Grace Period is extension in number of days of expiration to any member having particular plan.

If grace period is set to grater than zero, then these many days will be added to End Of Term(EOT).

For example, if any member has expiration date of 10th Dec 2016 & grace period is set to 5 days then EOT action of that user will be performed on 15th Dec 2016 as he will get 5 days extension for his expiration date. And in these 5 days he will get a chance to renew/change his membership & he will be able to access complete site as it is.


Subscription / Recurring Payment

Select this as Payment Type to create Recurring Billing Paid Plan. On selecting this option you will have other options.

ARMember - Manage Plans

You can set multiple payment cycle for same plan. On front end, while purchasing plan user will get an option to select with which payment cycle he wants to pay. Please note that user cannot change his payment cycle until all cycles complete.

Billing Cycle

Select Time duration for billing cycle, you can set time in Days, Months or Years.

You should add Billing Cycle according to payment gateway support. i.e. Authorize.NET will not support daily billing cycle, it supports minimum 7 days billing cycle.

Recurring Time

From here you can select number of recurring occurrence, if you want to set no limit for recurring plan then you can select Infinite.

Trial Period

If you wish to provide trial period for plan to users then check this option and add your trial amount as well as trial period in Days, Months or Years.

Billing Cycle Starts From

From here, you can select from when the user’s billing cycle should get started. (for ex: From transaction day/ 1st day of month …. to …. 31st day of month)

This is Possible only in the case of semi-automatic / manual subscription

Cancel Subscription Action (By User)

Set actions that will be performed if member cancel his/her subscription from front-end, you can remove this plan from that user or give access to any of the Plan created in your system.

You will get two more options : whether cancel subscription immediately or do not cancel it until plan get expired.

If you select ‘do not cancel it until plan get expired’ in case of plan having Infinite recurring time, and if user cancel subscription from front end, then ‘Cancel Subscription Action (By User)’ action will occure after end of current payment cycle.

End Of Term Action

Also you can set actions to be performed when plan expire, you can remove plan from user or give access to any of the Plan created in your system.

Grace Period End of Term

Grace Period is extension in number of days of expiration to any member having particular plan.

If grace period is set to grater than zero, then these many days will be added to End Of Term(EOT).

For example, if any member has expiration date of 10th Dec 2016 & grace period is set to 5 days then EOT action of that user will be performed on 15th Dec 2016 as he will get 5 days extension for his expiration date. And in these 5 days he will get a chance to renew/change his membership & he will be able to access complete site as it is.

Payment Failed Action
  • Failed Payment in Auto Debit Subscription

    Failed Payment action will be called manually if payment is not received till next renewal date + 24 hours.

    Also Failed payment action will occure if ‘Failed Payment’ response is received from payment gateway side.

  • Failed Payment in Semi Automatic Subscription

    Failed Payment action will be called manually if user is failed to pay manually from your site till next renewal date.

On fail payment, you can either remove plan from user or give access to any of the Plan created in your system.

Grace Period Failed Payment

Grace Period is extension in number of days in case of Failed Payment to any member having particular plan.

How it will work in 2 different case of payment:

For any reason if payment get failed from payment gateway side , these many days will be added to nexr renewal date for user to make successful payment.


Enable Upgrade / Downgrade Action

ARmember_upgrade_downgrade

Upgrade / Downgrade Action is for admin reference when user chnages its plan from one to another plan.

You will get individual options for Upgrade plan and Downgrade plan :

  • Upgrade Plan:

    Here, you have to Select plan(s) which you are considering as higher level is higher than current plan.

    And here you will get 2 action options:

    1. Upgrade to other plan after current plan expiration ( After End Of Term) : User’s new plan will be apply only after current plan’s end of term.

    2. Immediately upgrade to other plan: As soon as user will change the plan, on the spot new plan will be applied to that user.

  • Downgrade Plan:

    Here, you have to Select plan(s) which you are considering as lower level is lower than current plan.

    And here you will get 2 action options:

    1. Downgrade to other plan after current plan expiration ( After End Of Term) : User’s new plan will be apply only after current plan’s end of term.

    2. Immediately downgrade to other plan: As soon as user will change the plan, on the spot new plan will be applied to that user.

You are allowed to create unlimited plans ( For example, Free Plan, Silver Plan, Gold Plan etc.. ).

At Manage Plan you have a grid to manage all plans with following columns. Each column is sortable here.

  • Plan Name – Shows Title of Plan you have set.
  • Plan Type – Shows subscription is Free or Paid, if it is Paid then it will show AMOUNT with PLAN DURATION.
  • Members – Shows number of users who has purchased particular subscription.
  • WP Role – Shows Role to be assigned to the users of particular Plan.

Add/Edit New Plan

Here you you will get all different types of Free/Paid membership plans with various general options and Subscription Types & Amount related options.

General Options

Some Common Options for subscription plans are,

Plan Name

Add title of subscription to be displayed at front.

Plan Description

Add content to describe your plan to the site users.

Member Role

Here you will have list of all wordpress default user roles as well as ARMember add another role which is ARMEMBER. Select user role which is to be assigned to users of this plan.

Inherit Access Rules Of Subscription Plan

If you wish to have same access rules as you have set in other plans then you can select that plan, when this plan will be created access rules of your selected plan will be inherited.

This option will be available only while adding a new plan.

Plan Type & Price

Here you will get all different options to create different types of plans like free plan, paid plan(infinite), paid plan(finite), Subscription/Recurring Payment. Each options are described here.

Plan Types

Here you have different options available to select as per your requirements.

ARmember_plan_types

  • Free Plans

    If you wish to create a free subscription plan with no payment then select this option. Free subscription plan is valid for lifetime, there will be no expiration of user’s membership with this plan.

  • Paid Plans

    Other 3 Options are for paid plans with different Payment Type case.

    Here you are able to create Paid subscription plan with many options like Plan Duration, Amount, etc.. When you select any of Paid plan Subscription option, you will be able to access other related options of payment and payment cycle etc for a plan.