How to Create a Membership Level

David Bullock — 

Membership levels can be created easily using the Memberium Dashboard. During initial setup we offer to do this free for you, but there’s no reason you can’t make or change your own membership levels yourself. This guide will walk you through the steps.

The Membership Screen

The first step is to familiarize yourself with the Membership screen. You can get there by going to Memberium->Memberships in your WordPress menu.

Memberium Membership Menu

Once you’re on the screen, you’ll see a list of memberships you have, with the options to create new memberships, edit your existing memberships, or create new tags.

Memberium Membership Screen

Creating a New Membership From Scratch

To create a new membership, go to the Tag Builder Pro panel at the bottom of the Memberships screen. Memberium will automate creating your tags for you, so you don’t need to go into ActiveCampaign at all. You’ll use the topmost input “Create Membership Level”.

  • Enter the name of your new membership level
  • Select the Category to put the tags in.
  • Check the box if this is a subscription level
  • Click [Create]
  • This will create your tags, and assign them to your new Membership level. The automatically created tags will have the same name as your Membership level so that you can identify them easily. When the screen reloads you will see your new membership level at the top, ready to go.

    Creating a New Membership Using Existing Tags

    If you already have the tags created and you want to re-use them, click the [Create a New Membership Level] button

    Create / Update Membership Level

    This will display the membership creation screen, with dropdowns so that you can pick which tags to use. Unlike older membership systems, you can use any tags you want for your membership levels and are not limited to pre-set names.

    New Membership Level Tags

    Only the Membership Name and Access Tag are required. The rest are optional settings.

    The PAYF, SUSP and CANC and suspend tags are only needed if you are doing a subscription or payment plan membership level. If your clients pay once, you can skip these.

    You can also review the other settings. The settings have “What’s This?” help links next to them to explain what they do.

    Once you’re done, go ahead and click the [Create Membership Level] button at the bottom of the screen and save your new Level.

    Save New membership