How to Manage Membership Settings

This guide will explain how to manage membership settings

1. Click "Settings"

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2. Click "Marketing"

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3. Click "Memberships"

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4. Click "Settings" under membership

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5. Settings

Click on Settings and choose the desired option, such as Site Details, Custom Domains, Email Settings, or App Settings.

Settings

6. Click "Site details"

This section is where you can customize your site information and branding

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7. Navigate to "Site Info"

Navigate to

8. Title

You can adjust the title of your membership portal to your liking. It is recommended to use your company's name to maintain consistency throughout the portal.

Title

9. Sub domain

Changing your subdomain from the default to a simpler one will make it easier for visitors to remember the link to their login credentials.

Sub domain

10. Support Email

Add a support email and phone number so that visitors can easily reach out to you or your team with any inquiries they may have.

Support Email

Support Phone Number

Support Phone Number

11. Magic LINK

If you want to grant someone access to your course without payment or subscription, you can generate a magic link to send them.

Magic LINK

12. Advanced

In the advanced section, you can manage your custom JS, CSS, and tracking code.

Advanced

13. Navigate to Branding

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14. Add Logo

Here, you can add your brand logo and favicon to your site. Make sure to follow the recommended dimensions of 640x640 for the logo and 32x32 for the favicon.

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Add Favicon

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15. Click "Custom Domains"

This feature allows you to connect your custom domain to your membership site.

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16. Add domain

Generate your domain and add it to the provided space, and don't forget to add a CNAME to your domain setting.

Add domain

17. Click "Email Settings"

Customize your email settings, particularly for funnels/websites.

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18. Send Welcome Email

You can send welcome messages, create drip messages, and edit templates to suit your needs.

Send Welcome Email

Send Drip Email

Send Drip Email

Send Offer Access Email

Send Offer Access Email

19. Click "App settings"

Customize the app experience for your desktop and mobile progress app. Enable PWA to operate both as a web page and mobile app on any device.

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20. Toggle switch "to enable PWA"

This section provides you with data analytics from your previous membership portals.

Toggle switch

21. App Details

Type in your app name and provide a short description of what it does.

App Details

22. App Icon

Upload icons with the recommended dimensions of 512x512 and 192x192 for various uses such as the app drawer and splash screen.

App Icon

23. App Colors

Choose from pre-selected colors to create a unique color palette for your products.

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24. Click here to "Save"

Be sure to save your changes before navigating away from the page. 

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