Selling Memberships online enables customers to purchase, manage and renew their Membership subscription without having to contact your organization.
In Spektrix, you can integrate Memberships into your website using Membership iframes, Web Components, API and Spektrix Subsites.
This article will take a look at setting up a Membership Page on your Spektrix Subsite.
Before reading this article, make sure you’re familiar with:
REMINDER: Before configuring your Subsite, make sure you have followed and completed all of the steps in How to Set up a Spektrix Subsite.
Considerations for Selling Memberships on Subsites
All Memberships can be sold through your Subsite.
However, there are two ways to configure your Membership Page in Subsites, each displaying different types of Memberships. These are the two types of Membership pages:
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Memberships iframe Page: This is an embedded Membership iframe that supports only fixed value Memberships. This page can be filtered using custom Membership Attributes.
- Memberships Component Page: This is an API-powered Membership page that supports both variable and fixed value Memberships. This page can be filtered using custom Membership Attributes.
You can include one or more Membership pages on your Subsite, each displaying the same or different Memberships.
For example, you could have two membership pages:
- A page titled Annual Memberships with tiered level yearly Memberships at fixed values
- A page titled Recurring Monthly Donations with a single monthly Membership at variable Donation values
Memberships can be managed and renewed on your Subsite through the Membership tab on the MyAccount page.
Where available, customers can opt in or out of auto renewing their Memberships. If they opt to manually renew, when available, a renew button will appear next to the eligible Membership on their MyAccount page.
Displaying your Memberships
On the Membership page, each Membership displays:
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Membership Name
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Period
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Website Content (Wiki text only, no images)
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Image and alt text
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Auto Renew checkbox, if available
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Gift Membership button, if available
TIP: This will redirect to a Gift Voucher Subsites page where the purchaser can select their Gift Membership. You must set up a Gift Voucher Subsites page. Variable Gift Memberships will always be sold at the Minimum Price.
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Min and Max Price (can also be hidden) for
Variable Value Memberships
- Price for Fixed Value Memberships. When a Customer is logged in and their Membership is in the Renewal Period, Renewal Price appears.
Configuring Variable Membership Displays
There are three ways to configure how Variable Memberships are displayed using the Memberships Component page:
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Single Membership Slider: You can display each Variable Membership with single sliders. Customers can move the slider to select the Membership price before adding it to the Basket/Cart:
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Text Entry: You can display each Variable Membership with a text box where customers can manually input their preferred Price before adding to the Basket/Cart:
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Multi Membership Slider: If you have multiple Variable Memberships, you can choose to use a Multi Membership Slider. As the customer moves the slider to increase or decrease the Price, the corresponding Membership Name and information will update and display. For example, if the Customer starts at $50, the information will display “Bronze Member.” As the Customer moves the slider to $100, the information will display “Silver Member.”
Setting Up Your Memberships to Sell Online
In order to sell your Memberships through your Spektrix Subsite, you must make these available on the web.
TIP: To edit Memberships in the Admin Interface, you’ll need the General Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.
Memberships are made available on the web by setting website details:
Check the Displayed on Website box. Basic details and information will be displayed for the Membership.
Add Website Content such as text to display detailed information about the Membership.
Optionally, you can set up custom Membership Attributes for filtering. However, only dropdown values can be used in Spektrix Subsites.
For example, to power two different Membership pages, you might create a Membership Attribute called Subsite Pages and use the values Annual Memberships and Recurring Monthly Donations.
Setting Up a Membership Page on Spektrix Subsite
TIP: Setting up a Spektrix Subsite takes place in Spektrix Link. Your login information for Spektrix Link will be separate from your login to your Spektrix system.
- From the menu on the right of the screen, click Subsites.
- Find the website where you’d like to add a Membership page, and under the Actions column, click the Cog icon for Styles and Settings.
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In the Settings tab, under Navigation menu, click + Add new menu at the bottom left of the table. A new page will appear:
- Under the Type dropdown, select your Membership page type:
- MEMBERSHIPS_IFRAME: Fixed value Memberships only
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MEMBERSHIPS_COMPONENT: Both variable and fixed value Memberships
- Enter a label for the page. This will be the name of the page in the menu bar and the page header.
Continue with the instructions below to set Query Parameters / URL to filter the page.
You can also configure the display of a Memberships Component Page, including selecting from the different display options for Variable Memberships.
If not adding Query Parameters / URL or configuring the Memberships Component Page, click Save to add the page to your Subsite.
Click the Synchronize Inventory button to add the Memberships to your Subsite and begin selling online.
Filtering with Query Parameters / URL
You can use Membership Attributes to create a filtered Membership page.
REMINDER: Membership Attributes used to filter the page can only be set as Dropdown List Attribute Type.
For example, you could have a Membership Attribute called Subsite Page. The dropdown values are Annual Memberships and Recurring Monthly Donations. These Attributes can be used to create filtered pages, for example one for Annual Memberships and one for Recurring Monthly Donations.
Memberships iframe page
To create a filter on your Membership iframe page, add the following in Query Parameters to the URL:
?attribute_{{Attribute%20Type}}={{Attribute%20Value}}
- Replace {{AttributeType}} with the name of the Attribute exactly as it is in Spektrix. Attribute Names and Values are case sensitive. All spaces must be replaced with %20.
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Replace {{AttributeValue}} with the Attribute value exactly as it is in Spektrix.
For example, a Memberships iframe with the Subsite Page Attribute value of "Annual Memberships" would be:
?attribute_Subsite%20Page=Annual%20Memberships
Click Save to add the page to your Subsite. Click the Synchronize Inventory button to add the Memberships to your Subsite and begin selling online.
Membership_Component (beta)
You can also configure the display of a Memberships Component Page, including selecting from the different display options for Variable Memberships.
To create a filter on your Membership Component page, add the following in Query Parameters to the URL:
?attribute_{{AttributeType}}={{AttributeValue}}
- Replace {{AttributeType}} with the name of the Attribute exactly as it is in Spektrix. Attribute Names and Values are case sensitive. All spaces must be ommitted.
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Replace {{AttributeValue}} with the Attribute value exactly as it is in Spektrix.
For example, a Memberships component page with the Subsite Page Attribute value of "Recurring Monthly Donation" would be:
?attribute_SubsitePage=RecurringMonthlyDonation
Click Save to add the page to your Subsite. Click the Synchronize Inventory button to add the Memberships to your Subsite and begin selling online.
Sorting Memberships
To sort the Memberships page, go to add the query parameter ?SortBy=PriceAsc
This will sort your Memberships from lowest price to highest.
Configuring a Memberships Component Page
A Memberships Component page can be further configured using Custom Filters.
Click the Filter icon to the left of the Membership page:
The Custom Filters screen will pop up:
TIP: If you have multiple Memberships Component pages, they can each have different display configurations.
Complete the following:
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Free Text to display at top of Membership page (optional): Add text, for example, a description of all the Memberships on this page.
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Sort Memberships by (required): Sort Memberships in the following order:
- Alphabetically by name (default)
- Price Ascending
- Price Descending
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For Variable Value Memberships display as (required): Select an option to display Variable Memberships:
- Single Membership slider (default)
- Text entry
- Multi Membership slider
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Hide Min/Max Price: For Variable Memberships only, choose to show or hide minimum and maximum Price (shown by default):
Renewing Memberships Online
Customers can manage and renew their Memberships on your Subsite through the Membership tab on their MyAccount page.
Their Memberships will display:
- Membership Name
- Start Date
- Expiry/Expiration Date
- Automatically Renew checkbox (if enabled)
- Renew using [selected card] (if auto renew enabled)
From the Memberships tab on the MyAccount page:
- Customers can choose to opt in or opt out of auto renewals and can choose a new stored card from their Wallet.
- For Memberships without auto renewal enabled, a renew button will appear at the time of renewal. This can be linked out to a page with the Membership to renew rather than the Membership page containing all Memberships. For Variable Memberships, the single membership renewal page will default to a single Membership slider with minimum and maximum price displayed. For more information, read Setting the Renew URL.