WLMember QSG Part1 SetUp Update 1.0

1
Quick Start Guide #1 – Getting Started & Basic Setup

© WishList Products
Table of Contents
A. Pre-Setup................................................................................................................... 4
1) Secure a domain name:..................................................................................................................... 4
2) Secure a hosting account: ............................................................................................................. 4
3) Setup DNS accordingly: ................................................................................................................. 4
B. Installation................................................................................................................. 4
1) Download/Install WordPress to recently secured domain and hosting account:.................... 4
2) Purchase/Download/Install WishList Member PlugIn: ................................................................ 5
3) Activate PlugIn using unique license info obtained upon purchase via WishList Member
License Key email:.................................................................................................................................. 5
4) Download/Install desired WordPress theme:............................................................................... 7
5) Activate WishList Member Widget: ............................................................................................... 8
6) Check WishList Dashboard to see if new version of WishList Member is available: ............ 10
C. Setup – Email Settings ........................................................................................... 12

1. Set desired email settings accordingly: ..................................................................................... 12
D. Setup – Advanced................................................................................................... 13
1. Decide on Hide/Show protection:................................................................................................ 13
2. Decide on use of More Tags: ....................................................................................................... 15
3. Decide on use of Private Tags:.................................................................................................... 19
4. Decide on Default Protection:...................................................................................................... 21
5. Decide on other Admin Options .................................................................................................. 23
E. Setup – Free Membership Level ............................................................................ 25

1) Create Membership Level: ........................................................................................................... 25
2) Create Error Pages: ...................................................................................................................... 26
3) Create After Registration/After Login Redirect Pages: ............................................................. 27
4) Set Error/Login/Registration Redirect Defaults in Settings: .................................................... 27
5) Set Login/Registration Redirects for individual Membership Levels if necessary:............... 30
6) Create Registration Pages: .......................................................................................................... 31
7) Create a New Member:.................................................................................................................. 33
2
8) Import/Add Members if necessary: ............................................................................................. 34
9) Add Protected/Non-Protected content accordingly: ................................................................. 36
3
A. Pre-Setup
1) Secure a domain name:
a) Search selected Registrar (www.godaddy.com is recommended) for availability of

desired domain.
b) Purchase selected domain.
Be sure to use a reliable email address during purchase as this is what will be used to
associate the domain to the admin for the duration of its use.
2) Secure a hosting account:
a) Purchase hosting package based on the needs and requirements of the particular site
(volume of traffic/members, etc.).
Popular Hosting Providers:
i. LiquidWeb.com
ii. HostGator.com
iii. LunarPages.com
b) Save and store hosting info (ftp) accordingly.
3) Setup DNS accordingly:
a) Login to Registrar Control Panel and select desired domain.
b) Point DNS (Name Servers) to appropriate destinations (ex. NS1.NAMESERVERS.COM,

NS2.NAMESERVERS.COM)
c) Allow up to 48 for domain to propagate. Once propagated, WordPress and WishList

Member can be uploaded to the space.
B. Installation
1) Download/Install WordPress to recently secured domain and hosting account:
a. Download latest version of WordPress located at http://wordpress.org/download
b. Install WordPress to server space using an FTP program (Example: Filezilla -

http://filezilla-project.org/).
c. Navigate to your site home page to view the newly installed WordPress site.
---------------------------------------------------------------------------------------------------------------------
For a detailed video on this process, please view the:
WordPress Installation Video
---------------------------------------------------------------------------------------------------------------------
4
2) Purchase/Download/Install WishList Member PlugIn:
a. Download latest version of WishList Member PlugIn using unique link provided in email
titled “WishList Member Key” that is sent after purchase.
b. Install WishList Member PlugIn onto WordPress site located on server space using an
FTP program (Example: Filezilla - http://filezilla-project.org/). The WishList Member
install file should be uploaded to the “plugins” folder:
public_html >> wp-content >> plugins
---------------------------------------------------------------------------------------------------------------------
WishList Member Installation Video
Note that this video is only available in the WishList Member Customer Center. All WishList Member Customers
receive a unique username and password upon purchase to access this area.
---------------------------------------------------------------------------------------------------------------------
3) Activate PlugIn using unique license info obtained upon purchase via WishList Member
License Key email:
a. Login to WordPress.
b. Navigate to PlugIns area.
Click Here for Full Size Image
5
c. Activate the WishList Member PlugIn.
d. Enter the License Key and email address associated to the WishList Member PlugIn
accordingly and click the “Save WishList Products Key” button to complete the activation.
The WishList Products License Key email will have been sent to the email account
associated to the WishList Member PlugIn.
---------------------------------------------------------------------------------------------------------------------
6
WishList Member Installation Video
---------------------------------------------------------------------------------------------------------------------
4) Download/Install desired WordPress theme:
a. Download selected WordPress theme.
b. Unzip Theme file and save to computer.
c. Install Theme onto WordPress site located on server space using an FTP program
(Example: Filezilla - http://filezilla-project.org/). The theme file should be uploaded to
the “themes” folder:
public_html >> wp-content >> themes
d. Login to WordPress.
e. Navigate to Themes area in the Appearance section.
f. Activate the Theme by clicking its corresponding screenshot and then click the “Activate”
button on the top right of the preview page that appears.
7
g. Navigate to your site home page to view the newly installed WordPress theme.
---------------------------------------------------------------------------------------------------------------------
Installing WordPress Themes Video
---------------------------------------------------------------------------------------------------------------------
5) Activate WishList Member Widget:
b. Navigate to Widgets area in the Appearance section.
8
c. Activate the WL Member Widget by dragging and dropping it into the Widget List on the
right hand side. It will then appear in the right side column to edit.
9
d. The WL Member Widget can now be edited. Options can then be controlled such as the
length of the login fields, the ability to hide/show the RSS and Register links, etc.
e. Once all options have been selected, click the “Save” button to retain the set options.
---------------------------------------------------------------------------------------------------------------------
Login Widget Video
---------------------------------------------------------------------------------------------------------------------
SHORTCUT ALERT: A Login Form can also be inserted into ANY Page or Post by adding the Login
Form merge code to the content section. This will display a fully functional Login Form accordingly.
Just add this Login Form Code to any post or page: [loginform]
6) Check WishList Dashboard to see if new version of WishList Member is available:
10
b. Navigate to WishList Member Dashboard by selecting “WL Member” in the PlugIns
section.
c. Look under “Your Membership Stats”. A line of text should read “You have the latest
version of WishList Member”. If it does not, a link will be provided to download the latest
version.
---------------------------------------------------------------------------------------------------------------------
Updating WishList Member Video
---------------------------------------------------------------------------------------------------------------------
IMPORTANT: Some servers occasionally block WishList Member updates from appearing on the
WishList Member Dashboard. It is recommended to periodically check the download link that was
received in the activation/license key email if a new version does not appear on a regular basis.
11
C. Setup – Email Settings
Emails sent from this area will be text based with little to no HTML capabilities.
1. Set desired email settings accordingly:
a. Set name and email address to use when emails are sent from WishList Member.
b. Set subject and body for email that members will receive after registration.
c. Set subject and body for email that members will receive if they request their login info.
12
d. Set admin email, subject and body for email that admin will receive after a member
registration.
D. Setup – Advanced
1. Decide on Hide/Show protection:
The Hide/Show feature allows the ability to completely hide protected content from users who do
NOT belong to specific membership levels.

section.
13
c. Navigate to WishList Member Settings tab.
14
d. Set Hide/Show feature accordingly.
e. Scroll to the bottom of the page and click “Save Settings”.
---------------------------------------------------------------------------------------------------------------------
Hide/Show Feature Video
---------------------------------------------------------------------------------------------------------------------
2. Decide on use of More Tags:
If the Hide/Show feature is turned “Off” then a “More” tag must be used to protect content.
Any content below the “More” tags will be protected. There are 2 methods that can be used to
15
accomplish this:
a. More Tag Protection on All Posts that currently have a More Tag:
i. Login to WordPress.
ii. Navigate to WishList Member Dashboard by selecting “WL Member” in the

PlugIns section.
iii. Navigate to WishList Member Settings tab.
iv. Select if all content should be protected after the “More” tag.
16
v. Scroll to the bottom of the page and click “Save Settings”.
b. More Tag Protection on a Post by Post basis:

PlugIns section.
17
iii. Navigate to desired Post.
iv. Scroll down to WishList Members section below the content area.
v. Select if specific Post should be protected after the “More” tag.
vi. Select if content should be protected by inserting the "More" tag automatically if
the "More" tag is not inserted into any post. Note that the number of words
before the “More” tag can be set by the admin.
vii. Scroll to the bottom of the page and click “Save Settings”.
18
---------------------------------------------------------------------------------------------------------------------
More Tag Protection Automatic More Tag Protection
---------------------------------------------------------------------------------------------------------------------
3. Decide on use of Private Tags:
Posts and Pages can use "Private” Tags to hide text form all users except for a specific
membership level by placing [private_level] before and [/private_level] after the text to be
protected.
Note that these tags will differ depending on actual membership levels. For example, a
membership level named "silver" would be [private_silver] and [/private_silver]. Therefore only
anyone in the silver membership level would be able to view the text.

section.
19
d. Add text to display in “Private” Tag if desired.
e. Navigate to desired Post or Page and insert “Private” Tags accordingly.
20
f. Once complete, click the “Publish” or “Update Post” button.
---------------------------------------------------------------------------------------------------------------------
Private Tag Protection Video
---------------------------------------------------------------------------------------------------------------------
4. Decide on Default Protection:
Default Protection allows the option to set content protection either “On” or “Off” for ALL new
Pages and Posts created.
Note that this protection can still be adjusted on each individual Page or Post.
Access will still need to be assigned to any protected Pages or Posts.

section.
21
d. Set Default Protection accordingly.
e. Scroll to the bottom of the page and click “Save Settings”.
22
5. Decide on other Admin Options
a. Login to WordPress

section.
d. Select if an email notification should be sent to the WishList admin when a new member
has exceeded the set Login Limit.
e. Select if an email notification should be sent to the WishList admin when a new member
has registered.
23
f. Select if duplicate shopping cart registrations should be prevented.
g. Select if members are allowed to update their account info.
h. Select if a unique Affiliate Link should be displayed in the footer of the live site.
i. If an Affiliate Link has been selected to appear on the live site, enter the Affiliate ID
accordingly.
j. Scroll to the bottom of the page and click “Save Settings”.
24
E. Setup – Free Membership Level
1) Create Membership Level:

section.
c. Navigate to the Membership Levels tab and then the Membership Levels sub-tab.
25
d. Scroll to the bottom of the page and the fields within the Add New Member section can
be filled in accordingly.
i. Level Name: The desired membership level name.

ii. Grant Continued Access: Allows the option to continue member’s access to
purchased content AFTER membership cancelation OR access can be
STOPPED after cancellation.
iii. Role: Allows option to set specific membership role:
1. Subscribers - can view content only.
2. Contributors - can read and create posts/pages that must be approved
before posting.
3. Authors - can create posts/pages that do not need to be approved.
4. Editors - can approve edit and create any posts/pages.
iv. Disable Existing Users Link: Allows the option to remove the yellow Login box
that appears above the Registration Form for existing members to Login.
v. Registration URL: Displays modifiable membership level Registration URL.
vi. After Login Redirect: Allows option to set specific After Login page.
vii. After Registration Redirect: Allows option to set specific After Registration page.
viii. Access to: Allows option to set blank security protection.
ix. Length of Subscription: Allows option to set length of subscription in days, weeks,
months or years.
x. No Expiry Date: Allows option to set Expiry date for Membership level.
xi. Require Captcha Image on Registration Page: A Spam deterrent can be added
to the Registration Form.
xii. Require Email Confirmation After Registration: A User must confirm their
registration via an email sent to them after registration to activate their account.
xiii. Require Admin Approval After Registration: A User must be confirmed by the
admin after registration to activate their account.
xiv. Level Order: A rank can be applied to the Membership Level which determines
the redirect pages that will appear to the members on the live site.
e. Once options are set, click “Save Settings” on bottom right of the page or all work will be
lost.
2) Create Error Pages:
26
b. Navigate to Pages section and click “Add New”.
c. Create standard WordPress pages for Non-Member, Wrong Membership Level and
Membership Cancelled error pages.
3) Create After Registration/After Login Redirect Pages:
b. Navigate to Pages section and click “Add New”.
c. Create standard WordPress pages for After Registration and After Login pages.
4) Set Error/Login/Registration Redirect Defaults in Settings:

27

section.
d. Set the desired Error, After Registration and After Login Pages using the appropriate
dropdowns.
28
e. Scroll to the bottom of the page and click “Save Settings” button on the left or all work will
be lost.
29
5) Set Login/Registration Redirects for individual Membership Levels if necessary:

section.
c. Navigate to the Membership Levels tab and then the Membership Levels sub-tab.
d. Set individual After Registration and After Login pages accordingly using the appropriate
dropwdowns for each Membership Level.
30
e. Scroll to the bottom of the page and click “Save Settings” button on the left or all work will
be lost.
6) Create Registration Pages:
a. Registration forms can be added to any page or post within WordPress by using a merge
code or the Registration URL located on the Membership Levels section.
i. Registration Merge Code: [register_level] the registration merge code needs to

replace the word "level" with the name of the desired membership level.
Example: a membership level named "silver" would use the following merge
31
code: [register_silver]
ii. Registration URL: Every membership level has a unique URL which can be
found in the Membership Levels tab.
PLEASE NOTE: When the registration URL is placed on a page or post, it will directly link to the unique
registration page for that membership level.
b. Registration pages are easily customizable when using either of the following optional
methods:
i. Registration Merge Code: Simply insert desired content above and/or below the
merge code field in the content section of the page or post.
ii. Registration URL: Using this method, the registration page for each membership
level can be customized by adding HTML above and below.
To accomplish this, navigate to the "Settings” tab and “Registration Page" sub
tab. Next, select the desired membership level and then simply enter the HTML
above and below.
32
7) Create a New Member:

section.
33
c. Navigate to WishList Member Members tab.
d. Scroll to the bottom of the page and fill in the Add New Member form accordingly. When
complete, click the “Add Member” button. Note that the password MUST be at least 8
characters in length.
8) Import/Add Members if necessary:
34
section.
c. Navigate to WishList Member Members tab and Import sub tab.
d. Fill in the field accordingly. Ensure that .CSV file to be imported matches the sample
.CSV file provided. Note that you will need to remove the header row BEFORE
importing.
Note that it is important to ensure that ALL passwords are a minimum of 8 characters
long.
35
e. When complete, click the “Import Members” button.
---------------------------------------------------------------------------------------------------------------------
Importing and Exporting Members Video
---------------------------------------------------------------------------------------------------------------------
9) Add Protected/Non-Protected content accordingly:
There are 2 methods that can be utilized when creating protected content:
a. Individually as Pages or Posts are created:
ii. Navigate to Pages or Posts section and create new Page or Post.
iii. After inputting content, scroll down to WishList member section.
iv. Select IF this Page or Post should be protected using the radio button.
v. Select which membership level(s) have access to this Page or Post using the
check boxes.
vi. Once complete, click the “Publish” button.
b. Using a blanket method once Pages or Posts have been created:

PlugIns section.
36
iii. Navigate to WishList Member Membership Levels tab and Membership Content
sub tab.
iv. Select a membership level to manage using the dropdown.
v. Select the desired content to manage using the options on the far right of page
(Categories, Pages, Posts, Comments).
vi. Click the corresponding check boxes to allow membership access to that specific
content.
vii. When complete, click the “Grant Access” button.
37
---------------------------------------------------------------------------------------------------------------------
Protecting Specific Content Video
---------------------------------------------------------------------------------------------------------------------
38

WLMember QSG Part1 SetUp Update 1.0

Încărcat de

Informații document

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

WLMember QSG Part1 SetUp Update 1.0

Încărcat de

Drepturi de autor:

Formate disponibile

1

Quick Start Guide #1 – Getting Started & Basic Setup

C. Setup – Email Settings ........................................................................................... 12

E. Setup – Free Membership Level ............................................................................ 25

a) Search selected Registrar (www.godaddy.com is recommended) for availability of

b) Purchase selected domain.

2) Secure a hosting account:

Popular Hosting Providers:

b) Save and store hosting info (ftp) accordingly.

3) Setup DNS accordingly:

a) Login to Registrar Control Panel and select desired domain.

b) Point DNS (Name Servers) to appropriate destinations (ex. NS1.NAMESERVERS.COM,

c) Allow up to 48 for domain to propagate. Once propagated, WordPress and WishList

1) Download/Install WordPress to recently secured domain and hosting account:

a. Download latest version of WordPress located at http://wordpress.org/download

b. Install WordPress to server space using an FTP program (Example: Filezilla -

public_html >> wp-content >> plugins

b. Navigate to PlugIns area.

Click Here for Full Size Image

Click Here for Full Size Image

Click Here for Full Size Image

4) Download/Install desired WordPress theme:

a. Download selected WordPress theme.

b. Unzip Theme file and save to computer.

public_html >> wp-content >> themes

e. Navigate to Themes area in the Appearance section.

Click Here for Full Size Image

5) Activate WishList Member Widget:

Click Here for Full Size Image

Click Here for Full Size Image

6) Check WishList Dashboard to see if new version of WishList Member is available:

Click Here for Full Size Image

1. Set desired email settings accordingly:

Click Here for Full Size Image

Click Here for Full Size Image

Click Here for Full Size Image

1. Decide on Hide/Show protection:

b. Navigate to WishList Member Dashboard by selecting “WL Member” in the PlugIns

c. Navigate to WishList Member Settings tab.

Click Here for Full Size Image

Click Here for Full Size Image

e. Scroll to the bottom of the page and click “Save Settings”.

Click Here for Full Size Image

2. Decide on use of More Tags:

ii. Navigate to WishList Member Dashboard by selecting “WL Member” in the

Click Here for Full Size Image

iii. Navigate to WishList Member Settings tab.

Click Here for Full Size Image

v. Scroll to the bottom of the page and click “Save Settings”.

Click Here for Full Size Image

b. More Tag Protection on a Post by Post basis:

ii. Navigate to WishList Member Dashboard by selecting “WL Member” in the

Click Here for Full Size Image

v. Select if specific Post should be protected after the “More” tag.

Click Here for Full Size Image

Click Here for Full Size Image

Click Here for Full Size Image

3. Decide on use of Private Tags:

b. Navigate to WishList Member Dashboard by selecting “WL Member” in the PlugIns

Click Here for Full Size Image

Click Here for Full Size Image

d. Add text to display in “Private” Tag if desired.

Click Here for Full Size Image

e. Navigate to desired Post or Page and insert “Private” Tags accordingly.