Manage group subscriptions
Group plans are Plans that contain multiple memberships purchased and managed by a single account. They are a great solution for companies, groups, or schools that have a single point of contact, but are purchasing access for multiple people. Group plans are only available for Memberful customers on the Premium plan.
In this help doc:
- Manage members as a group subscription manager.
- Add or remove group members.
- Move group to a different plan.
- Replace the group subscription manager.
- Accept external payments.
Manage members as a group subscription manager
The group subscription manager (person purchasing a subscription to a Group plan) is the sole contact responsible for billing, transactional emails, renewals, etc. The group subscription manager, in addition to having access to the site under the terms of the plan, has the responsibility for managing all of the individual member seats that are included in the group subscription. The access and settings of the individual member accounts are inherited directly from the Group plan.
Add or remove group members
If the member doesn’t already exist, add a new member via the Members tab in the Memberful dashboard. You can also import multiple members in bulk via our CSV import file; the only required fields are First name and Email.
Search for the group subscription manager and click the group subscription in their profile.
Search for the member via name or email in the Add a member to this group field. Select the member and click Add to group. We will update the total member seats in use, which includes the group subscription manager.
You can also click Remove to remove a group member from a group subscription, which will free up a member seat.
Move group to a different plan
- Add the new subscription to the group subscription manager's profile without charging the credit card on file. Then, modify the renewal date.
- Copy all the email addresses of the group members into a doc.
- Navigate to the new subscription and add the group members.
- Delete the old subscription from the group subscription manager's profile.
- Charge the difference between the two subscriptions directly in Stripe, if needed.
For larger groups, contact us and we will move them for you.
Replace the group subscription manager
- Navigate to the group subscription, and remove the member who you’re promoting to the group subscription manager. Then, delete the member.
- Replace the existing group subscription managers's information with the deleted member's name and email address.
- Have the new group subscription manager log in to their account.
Accept external payments
You may have a large account that requests to pay for their subscription through external means (wire transfer, paper cheque, etc.) instead of using a credit card via the Memberful purchase form. In these cases, you can mark the group subscription as having been paid externally.
If the subscription is paid externally, Memberful will not attempt to charge a credit card when the renewal date comes. Instead, you must manually record individual payments to renew the subscription, add member seats, etc. Each external payment will be available as a regular activity item and included alongside all of your other metrics.
Add an external payment
From the subscriptions view, first enable external payments.
Once the payment is received, click Add external payment and indicate if this is a renewal payment or not.
You can also add an optional note along with each payment to indicate what it was for or to associate it with an external invoicing ID number.
Add additional members
Group subscription managers that pay for group subscriptions externally must contact you directly to add more member seats to their group subscription.
Once you arrange payment, navigate to the group subscription manager's profile in the Memberful dashboard and click the subscription link. From there you can adjust the number of additional member seats available to their group. This is the number of members included with their subscription in addition to the base number of member seats included with plan.
Do not add additional member seats via the Memberful dashboard to subscriptions that are not paid externally since they won't be charged until the next renewal. The group subscription manager should buy additional member seats via their accounts so the charge will be pro-rated.
Enable email notifications
When externally paid subscriptions renew, the member's access will be maintained even though the subscription is marked as past due. Memberful will send you an email 30 days before an externally paid subscription is set to renew and the day after the renewal date if it becomes past due. You can turn these notification emails on and off via Account → Account settings in your Memberful dashboard.
External payments that you record within Memberful are not subject to any transaction fee. However, there is a $0.20 monthly fee for each externally paid seat that is in use.
Related help doc: