How to smoothly transition members from annual payment to monthly subscription

[Linda Bell]

For the past year, members have been joining our site by purchasing a 12 month membership. As of May 1st, we want all new members to join/renew via a monthly subscription. (I am aware that I need to use the subscribe button.)

Are there any issues/problems you can anticipate that we may experience in making this transition?

I have the email notification settings configured to send an email notification 10 days prior to expiry. For obvious reasons, I only want this to go to members who purchased a 1 year membership, and not have it send a 10 day notice to people who are on a monthly subscription. Will the software know the difference?

[admin]

Create a new membership level and a new eStore subscription product for it. That way your existing users won’t be affected.

[Linda Bell]

I’ve created a new eStore subscription product for it, but it didn’t occur to me to create a new membership level. This will make it much easier for me to see/track how many members are monthly subscribers. Great suggestion! Thank you.

I continue to be amazed and impressed by how well the WP eStore, WP eMember, and WP Affiliate plugins work together. Thank you for making such awesome products! Love them all!

[Linda Bell]

I’m testing the email notifications that members will receive 10 days before their account expires, and for some reason it’s not filling the name in this field. It’s sending the email out just like this:

Hi {first_name},

Am I using the wrong shortcode/brackets?

[wzp]

You are using the correct tag:

https://support.tipsandtricks-hq.com/forums/topic/wp-emember-email-tags-reference-list-of-email-tags

Did you manually type it, or copy/paste it from “someplace else?”

[Linda Bell]

I’m not sure. I set it up close to a year ago.

Is it better if I type it manually, or should I copy it from the link you posted?

[admin]

It won’t filter email tag for emails that are sent in batches. The following post has more explanation:

https://support.tipsandtricks-hq.com/forums/topic/wp-emember-type-of-emails-where-email-tagsshortcodes-wont-work

[Linda Bell]

PLEASE HELP

Up until now, members have joined our site by paying for an annual membership. (Level 2)

As these annual memberships expire, we are converting/upgrading them to our new Level 3 membership – which is now a monthly subscription. They are able to view the content, as always, even though the short code says it’s protected for Level 2. That’s good.

However…. NEW members who are joining for the first time as a Level 3 cannot see ANY of the content within the short code brackets. The video at the top of the page, and the graphic at the bottom of the page both disappear when they login. The only thing they can see is the description.

I’m guessing I need to tweak this shortcode, but I’m not sure how to do it. This is what it currently looks like:

[emember_protected scope=not_logged_in_users_only]

Youtube (preview) video for non-members

[/emember_protected][emember_protected for=2]

Vimeo video for members

[/emember_protected]

Description about this video tutorial

[emember_protected scope=not_logged_in_users_only]

JOIN NOW graphic for non-members

[/emember_protected][emember_protected for=2]

Graphic for members only

[/emember_protected]

We have about 1,000 Level 2 members that will come up for renewal in about a week that I’m hoping to convert/upgrade to Level 3s.

We have several hundred posts with the above short code.

Can I just add a comma? As in: [emember_protected for=2,3]

[wzp]

[/emember_protected][emember_protected for=2]

[/emember_protected][emember_protected for=2-3]

[Linda Bell]

Thank you!

Any suggestions for how to replace this short code easily throughout the site? I need to change over 700 posts x 2 spots on the page… ugh

[Linda Bell]

Using [/emember_protected][emember_protected for=2-3] worked. Hooray!

One more unexpected issue has popped up: When our new Level 3 members (monthly subscribers) click the “edit profile” link, the page is blank. There are no fields for them to see/change their email address or password like members who had joined previously with an annual payment. (I upgraded from Level 2 to Level 3 and I can see the fields just fine.)

FYI: Both levels have global access to pages, categories, posts, and comments; public profile listing is disabled.

[Linda Bell]

Does the “edit profile” feature not work for members on a monthly subscription?

[admin]

Edit profile works the same way (regardless of membership payment).

[Linda Bell]

Thank you for letting me know. I’ll have to look into this further.

Of higher priority/concern at the moment is a situation in which I have several hundred members whose annual memberships are about to expire. I’m grateful that your plugin can be configured to send them an expiry notification email 10 days before it expires. However…. members who have recently (re)joined as monthly subscribers are also receiving these notifications that their membership is about to expire in 10 days, which is very confusing (since their membership payment renews automatically every month). Is there a way to disable this expiry notification for a particular member level?

[admin]

Please make sure you have the “No Expiry or Until Cancelled” option selected for the membership level that is using a recurring payment.

[Author]

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