Setting Up Umbrella Memberships

The Umbrella Memberships add-on for iThemes Exchange allows you to sell group membership content to your customers.

Initial Setup

To setup the add-on, you'll want to visit the Exchange Add-ons submenu, and press on the gear icon next to the Umbrella Memberships add-on.

 Next, you should enter your license key in the License Key textfield. A license key is required to make sure you always have the latest and greatest version of Umbrella Memberships installed. Umbrella Memberships comes with smart defaults, so if you are in a rush you can stop right here. If you'd like to customize the member notification emails read on.

Notification Emails

There are four emails Umbrella Memberships sends out: Invitation Email, Invitation & New User Email, Removed Email, and Expired Email. The default emails provide a great starting point for your own customized emails. We highly recommend reading through them to get an idea of what is possible.

Inserting template tags is done by pressing the Insert Template Tag button, selecting a template tag, and then pressing the insert tag. The following template tags are made available across all four emails.

Template Tags

  • {shop_name} – Returns the name of your company as specified in Exchange's general settings
  • {username} – Returns the username of the recipient
  • {user_email} – Returns the email address of the recipient
  • {first_name} – Returns the first name of the recipient
  • {last_name} – Returns the last name of the recipient
  • {login_url} – Returns the URL to Exchange's login page
  • {profile_url} – Returns the URL to the recipient's Exchange profile page
  • {membership_name} – Returns the name of the membership the recipient is subscribed to
  • {membership_url} – Returns the URL to the membership product page in your store
  • {payer_first_name} – Returns the first name of the person paying for the Umbrella Membership
  • {payer_last_name} – Returns the last name of the person paying for the Umbrella Membership
  • {payer_username} – Returns the username of the person paying for the Umbrella Membership
  • {payer_email} – Returns the email address of the person paying for the membership

Invitation Email

The invitation email is sent whenever an existing user of your website is invited to an Umbrella Membership. This email template also supports an additional template tag, {membership_dashboard_url}, which returns the URL to the membership dashboard in the account area. This shows the content the member now has access to via their Umbrella Membership.

Invitation & New User Email

The invitation & new user email is sent whenever a new user is invited to an Umbrella Membership. This means that the user likely is not very familiar with your website or service, and you should take a few minutes to explain what you are all about. This email template also supports two additional template tags: {membership_dashboard_url}, which functions identically the Invitation Email and {password}, which returns the auto-generated password for the new user.

Removed Email

The removed email is sent to members when they are removed from an Umbrella Membership. Members are removed from a membership when either they are removed by their group leader, or the original purchase's transaction is permanently deleted.

Expired Email

The expired email is sent to members when access to their membership has expired. This is typically due to a lapse of payment by the group leader. This can happen when the recurring payment is cancelled by the payment gateway of your choice, we recommend Stripe. Or if the purchasing transaction is no longer cleared for delivery, i.e. if the payment status has been voided or revoked, or if a full refund has been processed.

Have more questions? Submit a request

Comments

Powered by Zendesk