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How do I control what capture pages, banners, a...

Added: 05/14/2013   |   Updated: 6 Years Ago

Question   How do I control what capture pages, banners, and autoresponders that a membership has access to?



Answer    Typically the best approach is to setup content groups for the memberships.  When editing the content group specify the membership for it.  Then, when editing the pages, banners, etc., you can assign them to a content group so only members of memberships in those content groups can see it.




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RELATED QUESTIONS


Q. If I have several membership types and they are free, how I can have it so a member is put into that membership when they join?

A. When editing the membership, in the URL at top you can see the id for the membership.  Then, use that id for the membership and add it to the url as shown below replacing the id number with ID:
/join/USERNAME?membership=ID

So, for example if it is for username john and membership id 3 it would look like:
/join/john?membership=3

Or if putting it inside the WYSIWYG of a capture page you would put the following code for membership id 3
/join/~username~?membership=3

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Q. How do I remove icons on the members area home page for specific memberships?

A. To remove it for some memberships and not for others you will need to do it through the file manager.

Download index.html.  What you will do is you will download the file index.html from the /uploads/adminpages folder.  This file, index.html is the default members area used by memberships that do not have a file setup for their specific membership (which we will describe below).  This same process works for all files including files in the /uploads/adminpages/misc folder.

Make index#.html. You will rename index.html to be index#.html where the number is the id of the membership that this file is for.  With all files you can put the id of the membership this way to make a specific version for a membership.  You can get the id of the membership by going to the page to edit the membership (/admin/memberships) and by getting the id from the URL of that page. In the URL in the top of the browser the id is the only number in the URL that is at the end of the URL.  So if the URL is ..../admin/member/3 then the id of that membership is 3.

Remove ~~ Code. No go through and remove the items that you don't want to appear for that membership.  Most of the member icons are represented by ~~ code. For example ~trackingicon~ is the code to remove if you want to remove the Tracking icon.  In the editor if you click the blue "Page Specific ~~ Codes" button it will show you all of the codes that exist for the page and many codes have descriptions telling you what the ~~ code is for.

Optional Additional Steps

What we did above merely removes the links to the pages from the members area home page.  It does not prevent a member from accessing the link directly and using the feature.  There is another feature where you can control which memberships have access to each page.  In addition from fully preventing the membership from accessing the page, access also is used when we calculate the monthly membership fees to determine if a member has add/edit access for a tool.

Setting Access for a Page

File Manager.  In the file manager there is a yellow "edit access" button on the left side of the page that you can click to edit access to that specific page.
Site Page. From the site page under the "Web Pages & Members Area" section there is a "Manage Files (Access/Translate)" icon that takes you to a page where you can see all files and manage their access.  In addition on the right side is an option for adding/removing access to all files belonging to a tool at once (view, edit, add, delete, etc).

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Q. What does it mean when editing a membership if visible is set to yes or no?

A. With direct payment turned on, if there are multiple memberships setup, then a drop down appears for the person to select which membership to join.  This controls if the membership appears in that drop down.

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Q. When creating account (membership not free) is it suspended immediately after creating or after 24h?

A. A member is suspended when their payment is canceled.  Our software is notified by an IPN when a subscription is canceled and the member is suspended immediately.  There is a setting that can be turned on to have them suspended when their next payment would have been due, but by default this is turned off, and this should be used carefully because it will suspend anyone that doesn't have a payment record.

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Q. How do I assign a banner to a membership?

A. Only our Tool Truck software supports assigning a banner to a membership or content group. All banners must be assigned to a content group in order for them to show. Content groups work like categories so if the banner is not in any content group it has no category that it shows under. Both content groups and banners can be assigned to memberships. If a content group is a assigned to a membership(s) then only those memberships the content group is assigned to are able to view the banner because only they can see the content group. If you also assign the banner itself to a membership then only the membership(s) you assign it to can see the banner IF they are also able to see one of the content groups the banner is assigned to (both criteria must be satisfied).

How to Assign a Banner to a Membership





To assign a banner to a specific membership go to /admin/managebanners.php and click edit icon next to the banner you want to assign to a specific membership.








Select a membership and then save changes.



Ask For Clarification

Q. Can I set access to tools per a membership?
Q. We have a $100 membership option now. We want to add a $25 membership option. Will this new option have it's own payment page?
Q. In your opinion can we use the standard server for a 2,000 member site and expect it to run okay? (2 pages and 2 sets of AR's)
Q. Can we assign a schedule variable to a specific membership?
Q. How do I assign a resource page to a membership?
Q. How to delete all members in a specific membership?
Q. What does it mean when editing a membership if admin access is set to yes or no?
Q. I want to sell multiple memberships on my site. Do I need your $175 or $600 tool box?
Q. When a member purchases a new membership will everything be in the same members area or will it be separate like they have two member areas?
Q. When using direct payment option how can a person upgrade and have more then 1 membership?
Q. How do i set up a free membership with out affecting the paid memberships?
Q. Is there away I can make a free membership so people can use the system free but they can't get paid when someone they refer pays for the system ?



Question Keywords: membership, membership access



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