Adding Members

Members of your Website (OR Website/Nested Funnel combo OR Standalone Funnel) are Contacts who have been added to a "Member Group" under Contacts > Members. 

When someone is a "Member" of your website - it simply means they can login and see their Member profile page - as well as any other pages that have been set to "members only" for their Member group(s). Members of your website can also engage in our "engagement" widgets - the discussions, comment area and wall/forum widgets you may add to your pages.

There are several ways you can add new Members to your Website:

1) Manually add an existing Contact to a Member group inside of their Contact account record See this article "Member" section:

2) Manually add a New Member by entering their name and email by clicking on the + ADD MEMBER button in the Member Group area under the Contacts tab.

3) Automatically add people to a Member Group by

-Selling them a Membership type Product with an attached membership group

-Having people go thru the Login/Register Membership Widget Form

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NOTE - A Contact CAN be a Member of multiple Member Groups - however they will only have ONE Member "login" associated with their email address. 

This login (email address and password) will be to your Website (same login if accessing a Nested Funnel) or a separate login if they are a Member of a Standalone Funnel in your Project/Account. (See this link for a website/funnel overview) 

Therefore: If a member is already a member of one Member Group - they should "login" vs. attempting to "register" before purchasing or registering for a different Member Group.

TO ADD SOMEONE TO MULTIPLE MEMBER GROUPS : 

Two Options:

a) As the site owner, you can manually add them to the Member Group(s) you'd like from their Contact Record (see here).

OR:

b) Have the contact purchase a "Membership" type of product from your store. All Membership type of products will automatically add the customer into the chosen "Member Group" you have set up within the Product upon purchase. 

*Note: If you need them to have FREE access - you would create a $0 Membership product and they can simply complete the Checkout process, paying nothing.

A NOTE ABOUT THE "DEFAULT" or "BASIC" MEMBER GROUP:

The Default Member Group (often set as "Basic" or "Default" in our templates) is an important one to KEEP as a member group in your account. 

As a Member of your Website - everyone gets access to view their "member profile" page (a built-in system page)  

You can set up your preferred "default" member group under Contacts > Members > Member Settings. 

A member will get added to your Default Member Group in your system  in a few different ways: 

• If they go thru the Member Login/Registration Widget and there is no Member Group set 
• If they have purchased a "subscription-payment" or "installment-payment" product (even if it is not a "Membership" type of product. (ie: a Service or Physical Product type) 
• If you have turned ON the "Enable Customer Registrations" option within your Checkout widget and the product being sold is not already a pre-defined Membership type of product routing them to another member group. 
• If they attempt to engage in any discussions or comments via a Discussion widget, Comment widget or Wall/Forum widget. If they are not already logged in as a member of another member group - they will be asked to register and will become a member of your "Default" or Basic Member Group.
• If they are removed from any/all other Member Group(s) - they will automatically be placed into the Default Member Group. (note: once a "member" of your website - always a member of your website.) 

You should always leave these "Default" or "Basic" Member Groups that come with your template intact - and create NEW Member Groups for your Members. 

See the video below for further instruction: 

Please check out this article on "How to set the page your Members should see first upon Login".