Create a Membership Website with WordPress – Accept Payments – Full Tutorial 2018

Hey everyone welcome! In this tutorial I'm going to show you how to make a membership website Now, I've received a lot of requests from a lot of you out there asking me to put up a tutorial on how to create a membership website so here it is! Before I really get into too much of the details, I'm just going to show you a demo of how everything will work if you follow this tutorial step by step

Now, just so you know, I will be dividing this tutorial up in two sections You can see that in the description below The first section is setting up this website that you see here Everything you need to set up this website, using WordPress and getting you on-line and ready The second step will be installing and configuring the membership functionality so that certain pieces of information on your site are locked to paid members only

And I'm going to show you exactly how to do that I'm going to show you how to monetize your membership website, how to get paid and all of that is going to be contained within this one tutorial So, before we start, let me give you a quick demonstration of how everything will work if you follow this tutorial step by step So, here's a quick demo This is exactly what a user would see; they would be able to see any post that are not locked down to a particular membership level

However, anything that is, they would see two options: the ability to login for people who are already members and the ability to register So, if I click the register button so, for now, they'll say these membership levels (yep)- Fishing Masterclass Gold

Wonderful! Now, 15 per month Yes, that sounds good I'll select, they will be asked to create an account They've already got an account They can login here

So, as you can see, the interface is actually very nice and clean and user-friendly and the password and enter their own email address And then they'd be able to check out

So, they can pay with credit card or they can pay via PayPal Ok So, it's been authorised and now they'll be clicking this button to complete payment

There you go, there is a live transaction of what the members see from their point of view So, they'll receive this thank you notification: "Thanks for joining! Below: "your membership account details" and, furthermore, they will receive an e-mail in their email inbox with the member details So, then what I would do as a user or new member, I would probably view my membership account, view all of my details and now, if I go back and access the home page, you will see that this post that was previously locked down I can now access So, this post could have been anything, it could have been a podcast, it could have been a video anything that's restricted or locked, they can access a paid member So, there you go! There is a live transaction As I mentioned to you before, we will create a membership website based on the WordPress platform So, I will teach you how to use the WordPress platform, if you do not already know how to use it

It's actually a free platform, it's very easy to use and I'm just going through a list of notable uses on my screen Here you can see there are some massive names worldwide that rely on WordPress for their website It's extremely easy to manage, extremely user-friendly and it's very very easy to learn So, you'll be an expert by the time this video is finished Ok, so, here is a quick overview of what we are going to cover in this tutorial

First off, we will get you online So this is specifically for those of you who do not currently have a website and need to get up and running, so that you can actually have the fundamental things that are required for you to actually have a website and then move on to setting up your membership functionality However, if you already have a wordpress website and you don't need to set one up, then you can skip that step and move straight to the second segment of this tutorial Just look in the description of this video below and you'll be able to see where I start the setting up of the membership functionalities So, you can just go and skip straight to that section

Ok So, for people that need to get online first, what you're going to need, and these are two essentials, a domain and web hosting A domain is essentially your com domain name and web hosting is just a fancy way of saying a computer where all of your website files are stored, so that your membership customers for your website visitors can access access it 24/7 Basically, having a domain without having web hosting is simply a blank page

These are two absolute essentials you need to run any website After we cover, this we will move on to the membership functionality, we will be installing a plugin called "Paid Memberships Pro" and that will cost you $000 I'll show you how to install that for free Then, we'll be setting up a PayPal account, that's another thing that doesn't cost you any money, and, thirdly, I'll show you how to set up and configure everything, so you can define your membership levels and then bill your customers on a one off or a recurring basis and the money will go straight into your PayPal accounts

Also, you how to set all of that up Now, to do this… First, we'll get a domain hosting, then we will install a website and design Thirdly, we will set up and configure the membership functionality and, then, finally, I'll come back and show you how to set up the rest of the website So, I'll be showing your all the options that you have to make, all the adjustments you need to make your website look goodSo, that's the order in which I'm going to attack this tutorial If you want to skip to any of these sections, just look in the description below and you'll find the links So, let's start with number one Get a domain and hosting

The place where I get my domain and hosting is hostgatorcom (HOSTGATOR) Now, these are one of the world's most popular and well-respected hosting companies and I've been using them for around nine or ten years for all of my websites and blogs and one of my e-commerce stores, as well They've got great support as you can see here, 24/7 support line, a toll free number In a nutshell, they're great to work with and the service just works

So, now click on the web hosting section You'll see that you're presented with three plans Now, these three differ in very slight ways Now, this business plan has a free private SSL and toll-free number -something we don't need The "Hatchling" and "Baby", actually very very similar, except the "hatchling" actually allows you to host a single domain, whereas the "baby" allows you to host unlimited number of domains

Now, for our purposes, most of you out there will have just a single domain, so the “hatchling” plan will suffice Now, you can always upgrade down the track, if you are going to be adding more com domains to your account for whatever reason So, you can always upgrade down the track, but for now the "hatchling" plan will suffice and it's also the cheapest So, click on the 'signup now' button and you'll see this page here

Ok So, there are two tabs If you already own a domaine, enter a domain in here However, I think most of you will want to register a new domain and, in that case, enter your selected or your desired domain name in this field here, so, let's try, in our case, for the purposes of this demo, I might register one called: membershipdemocom What it will do is check to see if the domain that you entered is available and, as you can see here, this one is unavailable

Now, just so you know, it's not essential that you do purchase a com The org/net, all of these other extensions function in exactly the same way that

com functions and it will make no difference to the setting up of your membership site So, if you wanted to go ahead and select any any one of these other extensions then do that, it won't make any difference whatsoever, but for me, it's just a personal preference that I choose a com domain It is just something that I personally like to do So, this one is not available

Maybe I will choose or try and see if one called: jimsmembershipdemocom is available and, as you can see, this one is So, what it will do is when it when you've entered a domain that is available, it will add it to your shopping cart and then you can move on to the next step You'll notice here that you've selected "hatchling", the billing cycle: you've got a few billing cycle options to choose from I normally select the twelve month options so I pay on a yearly basis and you'll notice here it is 20% off In a minute I'm going to show you what will give you a coupon code to get even an even bigger discount than the standard 20% off So, bear with me, I'll show you that in a minute

So, for now I'll be choosing the twelve-month billing cycle You can do the same You can also choose a monthly cycle if you're not comfortable with a 12 month or any other any other billing cycle So, maybe you want to just see how this goes and choose a one-month billing cycle I'll also give you a coupon code for that in a second

For now, let's choose twelve months Enter a username and security pin Then go down I'll skip this section for the time being, I'll show you the rest of the options Now, in the section called additional services, I'd like you to deselect any of the items that are automatically selected in this area

That's just because they are not absolutely essential for you to start your membership site and, just so you know, I don't personally use any of these myself So, there's no reason for you to do that either So, you can deselect any of those up cells Then go down and you'll see a section where you've got the option of entering a coupon code, as well as, it will give you your amount due Now, keep in mind at the moment it is $79 this coupon code that will appear for you is the default 20% off

Instead of that use this coupon instead: MYHOSTMOST Click this 'validate' button over here and you'll see this amount due is less than it was with the other coupon That's because this coupon will always give you a bigger discount then the default that Hostgator gives you So, please, do take advantage of that Now, go up and complete all of your billing details Now, as you would understand I'm just going to blur my screen here because I do not want to share with the public my personal billing details and credit card details

So, feel free to follow along with me Now, I'm just going to blur my screen as I enter all this stuff in And you've got the option paying by credit card or PayPal

Ok, so when you enter or leave your credit card and billing info (by the way, please make sure that the email address you enter in these fields here are accurate because you will receive a confirmation email from Hostgator confirming your purchase and giving you your new account details for you to log in and continue with the next steps) Now, go down and just ensure that everything looks right to you and, when you're ready, click on this: Agree to the terms and conditions checkbox and check out Next, you'll receive this email from Hostgator confirming that you have successfully opened your new account it will give you your account details such as your control panel link, your username and password These are the important bits of information we'll need to go to the next step

By the way, if you haven't already received this email from Hostgator within the next 10 to 15 minutes, just contact me on emediacoachcom/help and give me some of your details and I will assist you the best I can The next step is to install the WordPress platform To do that, we'll need to access our control panel which is this link here So, the best thing just 'right click' and open this link in a new tab

On this screen here enter the username and password that you're given over here So, that's our username and that is our password So, enter these bits of information on this screen here and you'll be able to log in to your dashboard So, I'll just copy and paste mine in Just make sure when you're copying and pasting that you do not leave any blanks after it, otherwise it will not allow you to enter your control panel

This is what your Hostgator control panel will look like and it's not a section that you'll access very often In this occasion, all we need to do is install the WordPress platform and, from there on, we probably won't access this again You might access it to do other things like backing up your account which you can do from the backup visit here or setting up an email address- which you can do from email accounts But for now, go down and in the software and services tab, there should be a button called Quick Install So click on that

Next, you should be able to see WordPress in the side column or the top menu bar So, click that and this is actually a new layout They give you a number of unsells which we don't need All we need to do is install the free version of WordPress You should be able to see this box here, we should be able to see a section called 'install WordPress' and it should be free

When you see that, click install your domain should automatically populate in this field here If it doesn't, just select it from the drop down below Leave this box here empty We want our website or we want WordPress to be installed on this domain Next, let's put an admin email and make sure you put the correct login correct email address, perhaps your own personal email address, because you'll be sent your login details to that email account and, down the track, if you for whatever reason misplace your password, you can request a new one and you'll be sent that in your admin email

Admin user it can be either 'admin' or you can have your own name I like to just keep it as 'admin'Enter your title of your website, whatever your membership site is about and enter your first and last name If you had any issues installing WordPress or getting up to this stage, just let me know, go to emediacoachcom/help and I will help you as quickly as I can

So, click on the install WordPress button If a screen like this pops up, just close itThere might be a number of unsells in or during the process, but, once it's complete, you'll see this notification here You installation is complete Click here to view your details

Now, what I would do is just copy this and perhaps put it in a notepad, just temporarily Ok, so what this is is your WordPress login URL It'll be your domaincom/ wp-admin So, if I just right click that and open that in a new tab

just know that sometimes it can take between about 15 to 20 minutes for this page to activate and load, so, if it doesn't load for you like it just happened to me, just come back in, say 10 to 15 minutes, try again if it's still not loading, come back in half an hour or an hour and go to this URL: hold down CTRL and F5 on your keyboard and it will refresh this page If you're on a Mac hold down command and F5 So, I'll be coming back in about 15 minutes to check if our login page has activated There you go! That is what your login page should look like

Now, this is known as your WordPress dashboard or WordPress admin login and you'll need to access this page anytime you want to make any changes to your membership website If you haven't been able to access this page, if you've waited a couple of hours and did not see this page then please do get in touch with me here and I'll help you out Ok, so the next thing to do is just get your username and password, perhaps just copy and paste and then click the Log In button If you come across any issues like this and you're not seeing the WordPress dashboard, please get in touch with Hostgator through the live chat and they will help you out Otherwise, what I just did is hold down CTRL and F5, I refreshed the page, I refreshed my browser and now it's coming up perfectly On a Mac I think its command and F5 Just hold those two buttons down CTRL F5 or command F5, depending if you are using a Windows or Mac PC and it should look for you fine, but if it doesn't please do get in touch with Hostgator and they will help you out

So, welcome guys! This is your WordPress dashboard This is an area that I'll make you very familiar with over the next houror so Basically, it's the engine behind your entire membership website Now, before we go any further there may be some of you who have purchased your domain from somewhere else for example GoDaddy, but purchase your hosting from Hostgator So now we need a way of connecting your domain and hosting

Now, if you purchased a domain and hosting from Hostgator then don't worry about this step But this step is very important for those of you who have purchased your domain elsewhere So just note down, in this email, you'll see here two name servers Just note that down somewhere on your computer So, as you can see here just note that down on a notepad or on your computer

Alternatively, another area where you can find your name servers is if you log into your cPanel and scroll down, you'll see the left-hand column There will be your two name servers located over here All we need to do now is a add these name servers to the location where you manage your domain So, I'm using GoDaddy here as an example, but it really doesn't matter where you purchased your domain Just find the area where you need to update your name servers, so will do

I'll just sign in to demonstrate In GoDaddy you just manage So, depending on where you bought your domain, just ask those people where you can update your nameservers, otherwise known as DNS Here we go, name servers -I want to manage that and you will need to set custom name servers for your domain which you are using, obviously, this is just an example to show you what you need to do All you need to do is copy each one of these name servers and add them into wherever you're managing your domain

Perfect! So, now this may take a couple of hours to take effect If your site wasn't loading before, wait some time and it soon will As you can see, name servers it determines where your domain points and it's very important if your hosting domain with another register All it is doing is connecting your domain and hosting If you have any questions, get in touch with the registry where you registered your domain or get in touch with me: emediacoach

com/help and I'll let you know how you can connect your domain and hosting The very first thing that I highly recommend you do is change your password, because you will probably notice that this password that WordPress gives you by default is not very memorable and there's no chance that you will be able to remember that So, to change your password go and hover over the Users tab and actually, just click on the Users tab, then click on your username Down the bottom, you should see two fields for entering your new password So, just enter your new password in there and repeat that and then click on the Update Profile button at the bottom All done! So what that's done is replace the default password on your WordPress admin login page, that page there So, now, if I go back, if i logout by dishovering this area here, logging out

If I go to websitecom/wp-admin dashboard and enter the new password and login There you go Now, please do keep those details handy You will need to log in to this dashboard anytime you want to make a change to your membership website

Now that we've done that, the next thing I want to do is install the website design So, on the left hand side column, just hover over appearance and click on themes Now, for WordPress, theme is basically a design Now the theme we're going to use, I'll show you how to access that in a second However, if you want to you can look through the WordPress theme library and install any one that you want and a lot of them are actually free

So, by clicking on this link here you'll be able to see a number of hundreds and maybe even thousands of themes that you can install and start configuring We are going to be using a theme called sparkling What I will do to make things easy for you is all put a link to this particular theme in the description of the comments below or the description of this video below So, you'll be easily able to access this particular theme and be able to download it So, go to this URL, click on the link I put in the description below and click on the download button here

Now ensure that use save this somewhere on your computer that you can easily access And now I can close that screen The next thing we need to do is in the 'themes', in the appearance of theme section, we want to upload a theme, we want to browse and we want to upload that theme that we just downloaded: sparkling and then click on the Install Now button That will now upload the theme files onto our WordPress installation and allow you to use this theme for your membership website It may take a few seconds, so, be patient

Once that's done it will give you a successful notification and I'd like you to click on the Activate button Cool That's all done Now, you may be excited to know that your website is already live and up and running and that's what it currently looks like You are live and on the web

Now, we'll be making a number of adjustments This is just the beginning Ok, so go down to 'settings' and click on 'general' You can actually change the site title, so name whatever you want your membership website to be named as You can change that if you like, remove anything in the tag line and in this section here -WordPress address- after this here just put 'www

' I'll show you why because currently your website doesn't have a 'www' in front of it Now, this is just a personal preference of mine

As you can see, it gets rid of that You don't have to do this, it is just my personal preference Make sure you do it for both fields otherwise gets messed up, then go down and click on Save Changes This will actually prompt you to log in again Ok, so, the next thing you need to do, again hover over settings and go to permalinks

Currently when you make a post on your website, it will give you a URL that looks like this, it's very long and tedious and it's not ideal So, let's change to this here 'post name' So any post you make will be simply WWWwhatever domain is called / the title of your post It's much cleaner and much much simpler for the users as well, as well as search engines

So, click on that posting, go down and save Next, go to plugins and there are a few plugins that are installed by default, so, I'll be deactivating the ones we don't need If you've got this one installed: Hostgator WalkMe Plugin, tick that, tick the Jetpack Plugin, tick the MojoMarketplace and the Super Cache you'll see a Bulk Actions drop down, let's deactivate and apply So, let's deactivate all of those We will be installing plugins down the track and a plugin is basically an add-on to a website, it's another piece of functionality that you can achieve with WordPress For example, there are plugins for things such as a photo gallery, there are plugins for contact forms or there is a plugin for Google Maps There are thousands of plugins that allow you to do awesome things with WordPress and I'll be showing you a handful of those, some really good ones later on

So, for now let's just deactivate those and what I'll do I'll also delete them We don't need them to take up extra space on our drive And that's it! Next, if you go to pages you'll notice that there's a sample page that's automatically created and you'll see that if you go to your website So there's a 'hello world' sample post So, what we need to do is just delete any of those -move to trash and same for the posts

'hello world' post -let's trash that one And that's all you need to do for configuring your initial settings for WordPress Now, before diving into the membership side of things I will give you a brief introduction into posts and pages and the differences between them So, let's start with pages Ok, if I add a new page

Now, pages are best used for things such as a contact page or Frequently Asked Questions page, whereas posts are best use for actual posts or articles that you put on your website Now, the main fundamental reason for this is because when you start a page up and, for example our contact page, within pages you cannot select what category you want pages to exist in, because, of course, they don't belong in one A contact page is just a standard page on your membership website

On the other hand, if you write a post and I'll do an example post here as well So, I'm just going to copy and paste some texts from another screen I have here Ok, so with a post you can actually you can actually select or add a category so that you can categorize different posts based on the category So, say for this one you add a category called in our case 'fishing bait' We can add that category and we can save this post within this category Now, you'll see why this is extremely important in just a second when I explained the whole membership and setting up membership levels for your visitors You'll see why this category is extremely important

So, the main thing for you to remember easy, for any content that you are posting to your membership website, they must be done as posts, whereas pages will be used for things such as contact, frequently asked questions or any other standard pages of your membership website What I'll do I'll also give you a brief introduction into the something called 'featured images', just before we get stuck into the membership side of things

Now, at the moment we've added this post and if we view our site, this is what it looks like Now, we can actually add a nice big image and to do that go down to 'Set Featured Image' You'll be able to select the file or be able to drag and drop files onto this page So, what I'll do I've actually got some images that are set up on another screen here So, what I'm going to do is just drag one of them across and when I do that you'll see that it starts uploading and it gets uploaded and stored into what's known as your media library and that will remain there

So, let's set that as a featured image and then let's update and refresh the page There you go! That's what it looks like now looks very very nice

The user can go and click on that and see your entire article/ post Now, one more thing before we get started This editor here is a visual editor Whenever you're in the visual tab you'll see all these options available and, just like microsoft word, what you see is what you get You can put headings

say if that was a heading, you would use a heading setting there etc etc I'm sure you're aware of how to use these, you can click on something and link and inserting URL and add a link, it's very very simple And if you're in the text tab, you'll be seeing all the code that goes behind, all the visual stuff

So, anytime you need to enter any code, we'll be entering it in the text tab but for any content editing do that the visual tab If you want to add any images throughout to your articles, you can do that through 'add media' When you click on 'add media' you can choose from any images already in your media library or you can upload your files Say, for example, you want to embed some YouTube video All you need to do is get the YouTube embed code, go to the text tab and paste the embed code in the text tab

When you update that video will be embedded Now, I'll show you all of that later on in this tutorial but there is a brief overview of how to use this content editor, how to add a featured image and why you need to use posts and that will be very clear to you in the next section, because now it's time to start setting up the membership side of this website Ok So, now that we finished the first two items on our to-do list, everybody's on the same page and now it's time to set up and configure our membership functionality So, let's go back into the WordPress dashboard

What we're going to do is install a new plug-in Like I told you before a plugin is basically like an extension of what you're able to do with WordPress So, hover of a plugins, add new and the plugin we're going to be using is one called 'paid memberships pro' So, just search that in the search box here 'paid memberships pro' and it will be this one here Click Install Now and then activate the plugin for now

Once the plugin is activated you should be able to see a section called memberships So, let's just click on that This is the dashboard that we will be using to set up the membership functionality of our website The first thing we need to do is click on the pages tab Ok, now, here… WordPress can actually generate each one of these membership pages for you automatically and you can do that by clicking this link here

So, go ahead and click that link There we go the following pages have been created and you should be able to see them within your pages

There you go they've all been created for you automatically So, that's done

Now, all we need to do is go into the membership levels tab and we need to add our first membership level, so click on 'add new level' Now, you can have an unlimited number of membership levels, you can potentially have a free level where people can sign up for free, you can have, say for example, a Gold level of platinum level where each one costs a different amount So, it's completely up to you how many levels and what type of levels you want to implement So, let's give a level a name I might call mine 'Fishing Masterclass' and this can be my Gold level

Give your level description Obviously, all this information on setting up is for demo purposes Enter a confirmation message, this will be shown when the user actually joins up to you a particular membership Down in billing details a strategy I like to use personally is to have an initial payment that is very low and then set a recurring payment that is slightly higher So, it's completely up to you how you want to establish the billing method You can choose to have one off So, say you want them to pay $15 one off and there'll be no recurring fee after that, so, therefore if you don't want recurring, keep this checkbox unticked

However, if you do want to enable recurring subscriptions, you'll need to take this and there will be a few more fills that you need to fill out So, it will ask for your billing amount for every period So, say for example $15 per one, you can choose from day/ week/ month or year and, like I said, a good strategy is to have a low initial payment to bring them in, get hooked with some content and then, the next month after that, they can be re-billed automatically at the higher rate So, it's completely up to you what strategy you want to use Now, billing cycle limit -its total number of recurring billing cycles for this particular level, including a trial period

If set to 0, it's unlimited 20 You can enable a customer trial period if you need to I won't be doing that Say, for example, you wanted them to pay just $20 for the first three subscription payments and, in our case, it will be months, so first three months, so you can choose to use that if you like Leave the 'disable new signups' unchecked

You would only check this if you want to hide this level from the membership levels page and do not want to be visible to the public And also leave this 'membership exploration’ unchecked as well That's my recommendation Now, this is an important step here: categories Remember how I said it is very important to set a category when you add a post

What we need to do is for any of our posts or any of your content that is restricted, you need to create a new category for those restricted posts and I'll show you what I made So, for now, let's just save this level, save all the info you've entered already Now, if you go to posts, 'add new' Actually, for now, just add a new category in a new tab Well, you'll see the page where you can enter a new category and I'll actually name this the same thing that I named my membership level Then, go down and click on 'add new category' Now, if I go back into this membership level that I created, you'll see that the new category we created is now appearing So, click on that and click on 'save level' Because what that is telling this feature to do is apply this level for any post, for any content that is assigned to this particular category

So, let's do that Now, I'll show you what I mean Let's add a new post Once again, I'll just take some info I have from another screen What you need to do is click on this category here that we created and then click 'publish'

See now that the title shows, however, "This content is restricted for Fishing Masterclass- Gold members only" and is register button What you can also do is you can present a short excerpt to get people hooked So, say the first couple of sentences are really attention-grabbing What you can do in the screen options area here, that drop-down enable excerpt and then this area here will appear, enter your excerpt in there and then update Now, when I refresh this page I'll give you a demo of how that works in just a little bit The next thing we need to do though is go to the 'Advanced' tab Now, leave all this as default The important thing to do here is the future searches and archives At the moment, it's only showing posts for people who are already members, but we don't want that

We want to show it to people who are not members, so that they can see the title, they can see the little teaser and then they can be offered the option to register So, I want you to change that to "NO" Similarly, I want you to show excerpts So, you're seeing a second excerpt, change that to "YES", show excerpts These two settings are very very important to make sure you get that right

Thirdly some people like to create a 'Terms of Service' page At the moment we don't have a page that is 'Terms of Service' and, if you want, you can simply create a page Actually, for now just save this What you can do is create a page You can have all your terms and conditions

Now, when I refresh this there we go I can select that 'Terms of Service' page and this page is actually shown when a person is registering as a member, a link to this page is shown

So let's save settings Next, I'm sure you've been waiting for this all along We want to figure out how to get paid from our members and the way to do this is to set up a payment gateway and that will be through PayPal So, click on the 'payment gateway' tab Now, if you go to paidmembershipsprocom/paypal-that link there, you'll get directed to this page here and it will give you some info on setting up your payment gateway So, the one we are going to use is PayPal Express and it's got a set up guide here Don't worry because I'm going to be taking you through what you need to do, but, just for your reference, this is available to you if you need it

Ok So, in the payment gateway and SSL we're going to be using the PayPal Express method That is one of the recommended methods for this plugin So, it works really well, it integrates really well with PayPal The gateway will be using is Sandbox

Sandbox is basically a testing environment What we want is a live environment, so that any transactions that a user puts in will be a real transaction and will get paid for it Now, gateway account email If you don't already have a PayPal account, I really recommend you go to Paypal and sign up for a free account The email address you used to sign up with PayPal will be your PayPal account email and that will be the email address which is associated with your PayPal account and, therefore, is associated with any payments that you receive Enter your one in there Now, Now, the next three fields API username, password and signature We actually need to login to our PayPal account… so basically, you need to log into your PayPal account and I will show you the steps you need to take to access this information and be able to seamlessly integrate with PayPal

So, let’s you login I'll just closed a couple of tabs I don't need obviously you'll see a lot of blurred screens, because you'll be seeing, because on this page there will be a lot of my personal information Ok The first thing you need to do is go to 'profile' and 'profile settings' and then go to 'my selling tools'

What you want to look for is this area here that 'API access' Click on 'update' and the option you want to select is the one over here We want to create our own API username and password, so let's request 'API credentials' Then we want to request an 'API signature', so let's click on that and then 'agree' and 'submit' Now, the information here, when I click 'show', is actually confidential

I'd say it's not something I should be sharing and neither should you, but I'll give you an example here So, when I click 'show' here, he gives me my API password and that's one of the fields I need here So, basically we've got three pieces of information: a username, password, signature and that's these three items here So, just click 'show' on each one and copy and paste into this screen here And then click on 'done'

Ok I'm just going to remove these details here, so that I can continue this video without disclosing this confidential information Obviously, you'll keep yours in there and then click ‘Save' when you're ready The next thing you need to do is see this 'IPN handler ULR' here Just copy the whole URL So, copy all of that Go back into your PayPal account, go to profile, 'profile and settings' and you want to look for the area for instant payment notifications

So, click on 'update' I have already entered mine in here However, you will need to go in and paste the URL in there and then enabled the 'receive IPN messages' check box and then click on 'Save' Now, the next thing we need to do is enable our recurring payments model So to do that, back into the profile area, 'profile data and settings', in 'my selling tools', look for your 'my automatic payments' section and then click on 'update'

This will allow you to manage the automatic recurring payment from your membership subscribers So, the thing you need to do is look for the 'sign up for enhanced recurring payments' link and click on that Now, just a note, there's one thing I found Sometimes, this can be a bit of an issue with PayPal I've noticed that when I click this link it doesn't always work the first time and I'll show you what I found, I'll show you a way that I found around this issue

So, click on that link See, it just redirects me to my dashboard and it shouldn't do that So, one way I found around this issue, it's an issue with PayPal, just open up while you're logged in

just open up a new browser tab and in Google, just search for enhanced or PayPal enhanced recurring payments and see this link over here 'Enhance recurring payments sign up PayPal Click on that one there and that's the page that I need to access

So, when I click this link here and got booted off to my PayPal summary, that was there something wrong with PayPal But this is the page that I need to access Because I'm logged in, it is still associated with my account So, that's a little work around I found if it doesn't work for you, just do what I did there and make sure you can access this page When you do, click on the 'agree and continue' button and that's it! We are now signed up for enhanced recurring payments which will simplify the integration between membership website and PayPal Whenever a member subscribes or unsubscribes, that will all be managed automatically So, it's pretty cool and, believe it or not, that's all there is to integrating your site with PayPal

If you have any questions on the last few steps, please do give me a yell or just go over the steps again and make sure you've done everything that I have done too So, I can log out of my PayPal account for now Back in the WordPress dashboard, you will obviously have put in all of your information, your API username, password, signature, copy this URL as I demonstrated Next, in this currency section you can select the currency that you want to bill your customers in You can also enter a sales tax, which is optional

Now, this depends on which country you are, in which state you're in it depends on a number of things, so I'd advise you look up the laws in your own state or country and, in turn, applicable tax rate if you need to I don't need to so, I'll be leaving that black

leave 'Force SSL' to "NO', leave everything else as default and then click 'Save Settings' Next, the email tab Ok, the 'from email' is the email address that your new members will receive as the 'from address' when they sign up for a membership So obviously we don't want this 'wordpresscom'

Change that to your email address that you use, so that you can respond to any customer questions if they reply straight back to you And enter a 'from name' Now, leave this check box unchecked, leave all of these as default For example, check out when a member checks out, we want to send the site admin emails, we want to be notified when users membership level has changed or when an admin changes a users membership level, when a user can sell their account or when there's a billing update So, we want to be notified of all of that So leave that all checked I would recommend leaving this deselected, reason being is members will already get an email from paid memberships pro when they check out

So, there's no need for you to double up on that So, I would leave that unchecked When you've done all of that, click on 'Save Settings' So, now that we've set everything up, you need to know how to allocate your posts, or your content to the paid membership area and that's what I'll show you next So, if I go to post and add a new post

once again I've got some info here on another screen I'll just copy and paste a sample post in here Ok, remember how we set up a category for our membership level and it was called Fishing Masterclass Now, if you would like this particular post to be hidden from you, to be blocked from access from non-paid users, then you need to assign this post to this particular membership level this particular category which is associated with that membership level

One more thing actually, I'll publish this before showing you that additional item and show you what that looks like So, currently we have paid post

as you can see, it has a little bit of an excerpt and has a note that this content is for Fishing Masterclass Gold Members Only and there's a register button However, these people can still see these other posts which have not been allocated to this particular membership level, so they are open for everyone to view What I would advise is for you to add an excerpt and, now, if this box isn't showing up all you need to do is click on the 'screen options' here and make sure the excerpt check box is selected and you'll see this here

what that is, it allows you to give a little teaser to your visitors So, I say, for example, you put that in the text box and click Update There you go Users will be able to see that little teaser and then be requested to register for accessing the entire article

Even if they try to read more, they cannot So, currently, this is what the register page looks like It allows it shows the membership level, it shows the price and allows them to select and then continue there's 'the terms of payment' which I showed you We set up earlier and it allows them to continue payment and become a member, to be able to access this content

So, now I will do a live transaction: how this all works from the user's perspective So, if I just open the side in a private window, because I want to make sure I'm not logged into WordPress for this They are not logged into WordPress This is exactly what a user would see,they would be able to see any post that are not locked down to a particular membership level However, anything that is, they would see two options the ability to login for people who are already members and the ability to register

So, if I click the Register button now, just so you know, I will be making a few more tweaks after this demo We will probably help your conversion rates or keep

So, stay tuned I will do that right after this live transaction So, for now, they'll see these membership levels

Yep Fishing Masterclass Gold $1 now $15 per month Yes, that sounds good I'll select, they will be asked to create an account

If they've already got an account they can login here So, as you can see the interface is clean and user-friendly so, they would come here and enter their preferred username and password and they'd enter their own email address

Now, if you set up our Terms and Conditions page, it would show on the screen here and then they'd be able to check out And, if you'd follow all the instructions that I showed you during the payment section and integrating the API's and all of that stuff, this should work and they will be able to see the screen So, they can pay with credit card or they can pay by PayPal Ok, it's been authorised And now, they'll be clicking this button to complete payment

There we go! There is a live transaction of what the members see from their point of view So, they'll receive a 'thank you' notification: thanks for joining, below your membership account details and, furthermore, they will receive an e-mail in their email inbox with them member details So then, what I would do as a user new member, I would probably view my membership account, view all of my details and, now, if I go back and access the home page, you will see that this post that was previously locked down I can now access So, this post could have been anything, could have been a podcast, it could have been a video Anything that's restricted or blocked access they can access as a paid member

So, there you go there is a live transaction Now, I'll be making a few more tweaks to help you make your membership website better and smoother We'll be adding a login screen in the column right hand column here, we'll be adding signup and login links to our menu and we will also remove this membership bar so that when a user logs in they don't see this ugly black bar here Meanwhile, if you have any questions please do let me know The next thing that I would advise you to do is to add some text on this page here, just above this registration box, just so the member knows or the potential member knows what they're actually buying

So, things such as, you know, what your membership contains, the features, what they will get out of it So, to do that, go to Edit Page and just move this little code down a little and then here you can enter any text you want Once again, I'll be taking some texts from another screen I have here maybe something like this When you're done, click 'Save' and now if you visit page you'll see that the text appears just before the selection And that's good because it allows you to give a bit of a pre-sale or short sales pitch into why this user should continue and become a member The next thing I'd like to do is see how when they come from the home page, for example, and go to register the title 'membership levels' doesn't mean anything to them, it doesn't doesn't have any meaning so, a better title or better call to action in this case would be something like 'sign up here' and to do that, simply just go back into that page and change the title from 'membership levels' to whatever you want it to be, then update

There we go! Next, I just remembered I didn't show you what it looks like when a user comes in and tries to login or an existing member tries to login So, I'll show you what that looks like now So, they would come to this page here and they would click on this login button What would happen is they get kicked off onto this WordPress plugin, that looks identical to your WordPress dashboard login and, to be honest, that's not a great user experience So, what I want to do

what you have to do is put this login box as part of a page on your site so that log in box appears your actual website and not on a different page like you just saw To do that, go back into your dashboard and go to plugins 'add new' We want to install a new plugin called 'theme my login'

So I put 'theme my login' and it's this one here Install that one and then activate the plugin Now, that's done Just go to the 'theme my login' area on the sidebar Keep these two checkboxes checked, go down and we want to enable 'themed profiles'

So, make sure you click that check box and then 'save changes' Now, what you'll see is another area called 'themed profile' once you've made that change So click on that and we want to make sure that all of themed profiles are selected So, if you want deselect administrator because that's you you may not want to change your own login screen But it doesn't really make a difference let's leave it selected anyway and click on 'Save Changes' Ok Here is the cool part

Now, let me log in to the site as an existing existing member Now, when I click the 'Login' link, see how can login directly from this page I'm not shown an ugly looking WordPress login screen And that's absolutely perfect! It really amplifies and streamlines the user experience on your membership website So they can come to this login page, they can use their username and password that they signed up with and

there we go! They are logged in and able to access all of your locked content Next, what I want to do is place that 'sign up' form in the sidebar over here So, if I close that for now and back in the dashboard

Go to appearance and then click on widgets Now, you'll notice that the sidebar has a number of widgets in Currently, each one of these (recent posts, archive, categories) corresponds to these items here So, you can click on the arrow there and choose to delete any that you do not want to show Actually, I should have left categories in there

Anyways so, to add the login to your sidebar there should be a widget called 'theme login' That's the plugin that we just installed

So, just go and drag-and-drop that into your sidebar Leave all of these checkboxes selected I like to remove the Gravatar (a Gravatar is a photo) I just like to remove that because it looks messy, but leave the rest in there and click 'Save' Ok

Now, let's have a look at the site There we go! This is what the user will see They will see the login screen available in the sidebar and they can easily log in and access the content So, it really makes the user experience from members a lot lot better Next, what I highly recommend you to do is to add a 'sign up' or 'register' and the 'login' links into your menu

So, I know we haven't done this before So, I will take you through how to do thatBasically, if you go to your dashboard and go to 'appearance' and 'menu' Give you new menu and name so, call it your header menu Create Here you can add any items you want in your main menu So, for example we already have 'pages' here in our most recent which include our login, our register and we can even add a contact page and then click 'Add to menu' I'll save that now and show you what that looks like

One more thing, just come down and select 'primary menu' links that you just used to add new menu Another thing you can do is you can actually create a custom link So,say you wanted to have a Homelink, so that they they can visit the homepage very easily You can add that to menu and the way you can rearrange items is just by dragging and dropping, like you see here If you wanted to create a drop down menu, and this will be really cool later on, if you've got categories that you want to add

this is just an example to show you how it works There we go! That's a drop down menu Once again, you can rearrange items within the drop down

For now, that's done We have added the login screen to the sidebar, we have added a register link to the top nav and it's very very user-friendly The next thing I want to do is get rid of that dirty black bar comes at the top of the screen when a member is logged in To do that, go back into your dashboard and I think I've signed out here, so I may have to sign back in Your dashboard, go to plugins, add new Search for a plug-in called 'hide admin bar from non admins' and that's the one there! So, we only want to hide this black bar for people who are not administrators on a website I don't want to hide it from my account because I actually find this bar very useful to access various parts of my site

Or say I'm on a page, I can edit that page just by clicking on the Edit button like you see there So, hide admin bar from non admins, install now and then activate And that's it! So, let's try that from a user's point of view There you go! So, any member will be able to log in and they won't see that the black bar on top, which is just a major distraction The next thing I want to demonstrate is how to create additional membership levels

So, say, for example, you want to create a level where members, can register for free membership So, maybe that can be like a bronze membership Then, the gold can be a paid membership So, I want to show you how you can do that So, go back into memberships- 'membership' levels and then add a new level, as before

Give this one a name So, in this case, let's call it bronze As per before, enter a description and a confirmation message that suits you Now, if you want to create a level that is free for members, do not put anything in the billing details Leave that blank, leave these checkboxes blank as well

Now, save the level Will come back and add the category; for now, save the level Ok So now, let's add a new post What we want to do is add a new category and we want to apply it to a category called 'fishing masterclass bronze'

And this is going to be a free category So, once we had that category, we can even put an excerpt as per before, so that users can get a bit of a teaser Ok, so I've published that What I need to do now is go back into their membership class and select the bronze category We want to apply this membership level the free membership because we've put $0 as a payment to the bronze class

And, therefore, any posts that we apply to that class or to that category, like the one we just added, will be visible to users that sign up for a free membership Yep, that's great for free membership Now, it's important to remember that people that pay should also be granted access to that particular post

In this example, the bronze class we want to leave it open for bronze members, but we also want to leave it open for all Gold members, as well It only makes sense to do that So, now let's give this a try Ok, so here is our new post This one is the bronze for bronze members only, and you can see that here and this one is only for Gold members

So, what should happen when I register here Let's just see what happens Register

Yeah, I've got two options I can either join this level by paying or can join this level with a free membership So, let's let the free membership list

Select username Obviously, there's no PayPal button because there's no payment involve So, there we go! We've become a member of this free membership level as per before We have our own membership account, we just have not paid any money to become a member of this particular level So, now if I access the homepage

Yep, there we go! I can see this full post but I still cannot see the post that's only visible for Gold members So, there we go There is a perfect example of how to add multiple layers of membership on to your website Ok

This brings me to my next point What happens when a user cancels their membership through PayPal Basically, they're going and cancel their payment So, what happens I will show you a demonstration of how that actually works So, take this member, for example, their original member Michael who signed up for $1 front, then $15 a month

Apparently, he's part of the gold membership level and can access content based on that membership level For example that post there So, now say he logs in to Paypal and then cancels his subscription So, I'm going to go ahead and do that now, from the customer's point of view By the way, you can also cancel a membership on their behalf as well as

It's not just the customer who can cancel That's the payment subscription and I can click the Cancel button here to cancel and stop any future transactions Very good This profile has been cancelled and cannot be reactivated No more recurring payments will be made

So, now as the user, that's all done I'm logging out of PayPal Now, back on our membership site, if I as the user come back here and try to log on What happens? I still have my account, however, I cannot access the content that I was previously able to access See?! There you go! The content is now blocked I can no longer access that content

So, as you can see it is highly automated; you really don't need to do much other than putting out good content time after time The administrative side of things is all taken care of Once a user cancels their account or cancels the recurring payment, they will no longer receive access to the content If you have any questions about that, please, do ask in the comments and I'll do my best to answer it for you Now, we will go ahead and add an image slider on our homepage

So, back into the dashboard the first thing that you should know is that the image slider is actually based on the featured image that you add to your posts So, as a reminder, this is your featured image down here

Your image slider will pick up the images in your featured image and display that on the home page And a way to activate that is first go into 'appearance' and the 'theme options' First check box here 'do you want to display image slider on the homepage', YES Next, we need to select a category from which the posts will be selected, based on those posts or the featured images in those posts, the image slider will display So, I know I've got a few posts in this category

Select that You can select a maximum number of slides and then go down and save options Right now, if I refresh the site, it might not look perfect and there's a reason for that Let me just refresh and check Ok, so

here's our image slider That's a first slide, that's a second slide and you can see that this image actually isn't big enough for, or I should say wide enough, for the screen Ok, so

what I want to do now is I want to go back into these posts So, that one there and this one here, since they're both part of that category And I want to remove the featured image there and (that's not the one)

must be alone This one here: remove that and what we need to do now is or, what you need to do, is grab some images that are quite large, much larger than any screen size and then crop them to the same dimensions So, I've got a couple of images here

I've already cropped before this video So, just keep in mind you need to crop the images to be approximately 450 pixels tall and the width needs to be wider than the size of the screen So, what i'll do now is I'll go ahead and upload those So, what I need to do is go into the featured image and upload the images that I've cropped to about 500 pixels tall and I'll upload them as the featured images for these particular articles, for this particular blog posts That's one done! Update and now the second one

Now, let's have a look at our membership site There you go! That's the homepage image slider and now, both of those images should be the same height, because we've cropped them to exactly the same proportions Next, I will talk about how you can customize the menu over here and, also, implement a drop down menu home So, back in your WordPress dashboard, under Appearance, you'll see there's a link for menu Now this is a very intuitive drag-and-drop system for any items that you want to add

You can either select them from the pages list As an example, tick that and add to menu You can rearrange items and then, when you save that, will appear in that order in the menu You can delete just by expanding and clicking the remove link, you can add custom link So, I can add a link to anything I want

And back to menu So, just to give you an example obviously, all of the stuff that I do now is simply for demonstration purposes just so you can learn how this all works

so, there's a couple of things which I would recommend you to do once you've got a number of posts in different categories What I would recommend you do is add a menu item for that particular category So, if I've got categories and, say, this item here, this category has a number of articles and we want to we add that category to the menu

So that when user comes to the site they can click on this category and see the list of all the posts you have made within that particular category So Ok

All I need to get is the URL for this particular one and you can do that by clicking 'View' There we go! So, that's a listing of posts that fall within a particular category All you need to do is copy and paste the URL Go back in here, use that as a custom link and then name that whatever you need to name it So, save 'fishing masterclass'

Add that to the menu Another thing you can do is actually link to specific posts and have a drop down menu so say for example I want to link to a couple of these posts I'll open them in a new tab just so I can get the URLs So, that's the URL for the first one

I'll also copying the title to menu, then I'll drag-n-drop that and indent at below the parent item Now, I'll do the same for the other two and we can drag and drop this And also, within submenus, you can also rearrange the order in which they appear and click Save menu Now, if I just refresh the site There we go! We have a new drop down menu and you can see how that works right there and it looks really really good

So, basically, use your imagination, decide how you want to structure your membership website and then create your structure in that way If you have any questions about the menu items, please do ask in the comments below That brings me on to the next topic: how to change the hover colour of these particular items and, also, the red of the drop down menu, because I don't particularly like this default red colour Similarly, you can also change the colour of this icon here and the 'read more' icon and you can do it very very easily Just go back into theme options, appearance, theme options

In the main tab you'll see there is something called 'element colour' and that will allow you to change the colour of this button and this icon So, let's change that to something a bit nicer Say something grey Let's try that Cool, that looks a lot nicer already and then I can change the hover of these items here as well So, if you go into the header tab, there are two things you need to change: the top nav icon sorry the top nav item colour This one here I recommend you make that a light colour because it's a dark background

So, select one and then, the other thing you need to change is this top nav dropdown item background That's the drop-down hover state and I recommend you make that slightly darker Ok, let's save that and see what that looks like perfect! That looks much much nicer So, feel free to go in and customize that any way you want

You can also customize this grey box here, you can make that a different colour by changing the top nav background colour But, of course, if you change the colour over there, you may have to change the colour of the rest of the item or items, because it may blend in So, you may need to contrast the rest of the items, depending on what colour you change your top nav background colour to But I like this and I will leave it just as it is Next, I'll show you how to customize the sidebar that you see here

To do that, back into your WordPress dashboard If you go to appearance widgets and you'll see the sidebar section So, if you expand that, you'll see that there are a number of tabs within that section Now, you can rearrange the order in which these tabs appear over here, in the back end, and that will reflect when you update your site, in the front end Similarly you can remove any items you don't want

So, let's have a look here Ok So, categories: let's leave that as is we do want our users to navigate through the different categories of membership website Recent posts – I would suggest leaving that to You can get rid of the search bar, if you like So, the way to get rid of something is just expand that out and click on the 'delete' button and then that will disappear from the front end when you reload the site Now, the next thing that I'll show you how to add any other content in the sidebar So say want to add some text, maybe an image or video Basically, you can use the side bar in the same way that you can use posts and pages

I will show you how you can install a visual editor like the one you see here So, you can enter any text, basically anything you want, like a word editing software, but in the sidebar So, to do that, we'll need to install a new widget, a new plugin, I should say So, go to plugins, new Search for one called 'black studio' and that's the one there, the 'TinyMCE Widget'

Install that And then activate Ok Now, if you go back into appearance and the widget section, you should see a new item in here called 'visual editor' So, now if I drag and drop that visual editor into the sidebar, you'll see now that I can enter any text I want and basically treat this section like a word editor

So, say I wanted to add a video I'll show you how you can do that Let's choose some as an example Maybe I'll choose this one Now, if I go to the 'embed' button and I will create a custom video size

Ok, that should be ok Now, if you want to add any code, all you need to do is go to the text tab and add in there It won't work if you add code in the visual tab So, the text tab is all the code behind the visual stuff So now, if I save that and then I refresh our website

there we go! And we can add space after the after the paragraph, as well So, that's basically how you can add anything you want in the sidebar and customize it to look any way you want If you have any questions about that, please, don't hesitate to ask me in the comments below

Next, I'll show you how you can add a beautiful image gallery to your membership website So, the first thing I do is add a new page and I'll call it 'gallery' I will set the template to be a full width template, so it will take up the width of the entire page Ok, now what you need to do is add media and here you need to click on 'create gallery' Now, you can choose from images you've already uploaded into media library or you can upload new files

And I've got a few that I have prepared and, just for demonstration purposes, I'll use these bunch of images I have got here So, what I did there was click on the first, hold down 'shift' on my keyboard, click on the last and it will select all We can do that then click open and it will upload all of your images that you want to add This may take a few minutes so, just wait images are uploaded and then we'll go to the next step Now that they have all uploaded just go down and click on 'create a new gallery' In this part down here, link to click on 'media file' and then you can select the number of columns you want and, I normally select four or five only, I select five You can randomize the order, if you like and you can choose the size of the images Actually, let's try something different Let me choose medium sized and I'll choose three per columnI'll choose three columns

Here, you can drag and drop the images if you want to rearrange the way they appear on your gallery page When you're ready just click on 'insert gallery' Now, let's click 'publish' and see what that looks like The formatting is slightly off because, I think, some of the images of different sizes So, what I actually do, I go back in here and click on the 'edit' icon, I'll actually select thumbnail and have five columns Then update Now the rendering should be a little bit better So now, what happens when you click on an image

it opens up into a larger one and the user needs to basically click the back button to go back to gallery This isn't ideal, so I'm gonna show you really cool trick If you just go back into your WordPress dashboard and go to plugins, add new, look for a plug-in called 'the simple light box' and that's the one there

Just install now and activate the plugin Now, there are few things you can do with this simple light box You can look at the settings in your own time, I won't go through all of this, but you can customize this particular plugin

But I'll show you what it actually does If I refresh this site now, when I click on an image, you'll see it doesn't open up into a random page, it actually opens up into this beautiful light box feature and the user can actually scroll through your entire image gallery

So, it's really nice, it's really really user friendly So, there you go! That is how to add an image gallery to your membership website and, if you notice, there's stuff like this when you hover over an image That's purely because there is some data behind the image So, if I go back to that page, if I edit this page, see that there? So, I can remove that caption and that will no longer appear Similarly, you can add custom captions so that when a person hovers over the image, they are shown the caption that you want them to see

But, if you have any questions, as always, just ask in the comments Last but not least, I'll show you how to add a contact form to your membership website So, to do this go back to plugins and add a new plugin This plugin we use will be extremely simple, there won't be much set up at all Just type in 'bws contact form'

That's the one there, install that and activate When you do that you should see a section in the sidebar column here 'BWS' So, just click on the contact form link and you've got a few settings that you can change in the pro version, but that's fine, because we don't really need to change much All you need to do is enter the email address that you want the messages to be sent to when somebody fills out the contact form, so this would be your own personal email address Then click Save Changes and, believe it or not, that's all you need to do as far as set up goes

Now get this little tag over here (this is known as a short code) including the brackets So, grab that, copy, if you haven't already, create a page called 'contact form' or 'contact us' I've already got one here So, what i'll do now I will just go to this page and paste that short code And that is where the forum will be generated

What I can also do is I can put some text above that And then choose a full width template and update Let's see what it looks like There we go! There is our contact form, that's the text we put above the form and, anywhere you import this little tag of here, that is where the contact form will appear So, you can add this on any page that you want really

It's really up to you So, when a user comes in, they can type the message and click submit They should receive a confirmation page like this 'thank you for contacting us' And you will receive that message in your email address that you used to set up this plugin So, that email address that you put in there

And that's all there is to it So that concludes this video on how to make a membership website I've taken you through everything: from setting up a site, to adding the membership functionality, to restrict content based on whether the user's a member or not So, they've got the option of logging in if they are a member or they can register and, after registration, they will have access to the locked content If you have any questions, please, do not hesitate to contact me via the comments below and, please, give this video a big thumbs up and subscribe to my channel because I will be putting out more videos in the future to help you make more money from your membership website! Thank you for watching!

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