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You’re probably here because you get what Memberful is all about and want to give it a test drive. Read on for step-by-step instructions on how to get Memberful up and running on your WordPress website.

1. Sign up and install Memberful on your website.

Try Memberful for free for as long as you need in test payment mode. You can also upgrade to the Pro plan for free in test payment mode.

Now, install Memberful on your WordPress website. Make sure you have reliable managed hosting and a great theme.

2. Design and create your plan.

 

 

Thinking of selling multiple plans? Read how to set up Plan Groups.

Add a buy link for your plan

Make it easy for your audience to buy your plan, gift, or download.

If you’re not ready to create your own plan, you can add a purchase link for our Sample Plan on any WordPress page. View the page, click the link, and checkout using our test credit card data. Then, sign in to your Memberful dashboard to view the purchase!

4. Protect your WordPress content (optional).

Once you've installed the plugin and connected to Memberful you'll see a Memberful: Restrict Access meta box whenever you’re editing a page or a post in WordPress. This box is where you define who can see the page. The content alongside the Restrict Access settings is shown to anyone without access (including the buy me link). Add your protected content in the box above the Memberful: Restrict Access box.

Protect content with WordPress

Tip: We recommend using an SSL certificate on your WordPress website. Memberful signs WordPress users into your WordPress website, and if you're not using SSL, that information is less secure.

Give your followers the freedom to manage their Memberful accounts with a sign in or account link. Here are a few options to make it happen:

  1. Create a WordPress profile widget.
  2. From your WordPress dashboard, navigate to a post or page and click the Memberful button in the WordPress editor. Click Sign in Link.
  3. Add the link to your website navigation bar: Navigate to Appearance → Menus → Memberful Links. Select Sign in, Sign out, and Account.

Add menu links

6. Connect to Stripe.

Memberful starts out in test payment mode. Kick the tires before you start accepting real live payments. Then, when you’re ready to start processing orders, connect to your Stripe account through the Memberful Dashboard. Stripe is a full-stack credit card payment processor. Navigate to Settings → Payment. We'll automatically purge all your test orders when you switch to live payments.

7. Edit Memberful email templates.

Memberful sends transactional email to your members. Navigate to Settings → Email → Email Templates to see the emails sent by Memberful and edit their contents.

8. Integrate your newsletters and discussion forums.

For newsletter and discussion forum installation instructions, read the article that’s right for you.

9. Import your members (optional).

We make it easy to import all your existing members and their plans directly into Memberful.

What’s next?

Now that you’ve got Memberful set up with your WordPress website, it’s time to announce that option to your loyal supporters. Use an announcement post to share your offering and solicit some feedback from your community. This will get you selling right away. Then, you can slowly start adding some extra member benefits as you go.

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