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In this help article, we’ll show you how Memberful provides tools to create content, track growth with analytics, manage member interactions, and build a member website. From one interface, you’ll have access to the tools you need to run your membership site.

Explore your dashboard

Welcome to your new Memberful dashboard. While in test mode, we’ll share dashboard shortcuts and resources based on your onboarding survey to help you get up and running quickly.

Access your dashboard

Here’s the link to access your Memberful dashboard: https://ACCOUNT-URL.memberful.com/admin/auth/sign_in Use your account subdomain in place of ACCOUNT-URL. You’ll find it at Website → General settings → Account URL.

Build your website

Use our website builder to create the perfect home for your membership program.

Websites

  • Pages: Select a content page, a form, or the subscribe page. From there, you can access your global branding settings. Publish public or members-only pages on a member website hosted by Memberful.

Subscribe

  • Subscribe: Create a Memberful-hosted subscription page to sell your membership plans.

Forms

  • Checkout: Link to a terms of service and/or a privacy policy page in your purchase form, redirect to a specific page after every order, or set up conversion tracking.
  • Free registration: Offer free registration to target this audience.
  • Custom fields: Create a form with up to 5 custom fields for your members to complete right after checkout.
  • Cancellation survey: Customize the cancellation survey your members see when they cancel a membership.

Settings

  • Branding: Customize your colors, fonts, add a logo, and favicon.
  • General settings: Update your website name, account URL, social links, and checkout policies in account settings.
  • Domain and redirects: We’ll display a link to your website on the sign-in page and set up custom member redirects.

Integrations

Manage your content

Publish and manage posts, send newsletters, create members-only podcasts and downloads, and create a private community.

Content

  • Posts: Publish members-only posts via email newsletter along with a Memberful-hosted website.
  • Podcasts: Create and manage private podcasts.
  • Downloads: Upload and manage downloads.

Integrations

  • Email marketing: Quickly integrate Memberful with your favorite third-party newsletter apps like Mailchimp or Kit.
  • Community: Offer a members-only forum like Discord or Discourse for member engagement.

Manage your members

Manage members and their activities and configure your transactional emails.

Members

Click a name to edit a member’s details, manage their subscriptions, view their activity, view or download past invoices, and check their integration statuses.

Manage subscriptions

When you click a subscription, you can change the renewal date, cancel a subscription so it doesn’t auto-renew, add a coupon, and view (and edit) the Active Since field. Active Since is a counter that tracks how long the member has been active without lapsing. You can use this data to reward longevity.

Search for members

Enter a member’s name, email address, or order number in the search bar, which is accessible from the homepage. You can also search for members via your Members tab.

Emails

  • Templates: Customize the transactional emails Memberful sends to your members.
  • Settings: Send white-label emails using your own SMTP server or transactional email service.

Monetize and grow

Manage your plans, orders and discounts, or explore your growth metrics.

Revenue

  • Metrics: Access the metrics we track to help you evaluate your business goals, objectives, and overall performance.
  • Orders: Track all orders, new orders, renewals, and gifts.
  • Cancellations: Track survey results to learn why your members churned. You can also filter by cancellation reason and export a CSV report.

Discounts

Plans

Integrations

Explore the account settings

The Settings tab is divided into sections that allow you to configure different aspects of your Memberful account.

Settings

  • Account: Manage your personal information and set up email notification preferences.
  • Localization: Customize the currency, language, and timezone settings for scheduling posts.
  • Staff: Add team members and manage their permissions.

Payments

  • Stripe: While in test mode, visit this tab to change your Memberful plan, modify billing details, or connect with Stripe when you’re ready to go live.
  • Billing: Once you go live, visit this tab to manage your payment method, view receipt history, and add or edit your billing address.
  • Taxes: Enable automatic tax calculations based on where you and your members are located.

Developers

  • Custom applications: Add a new custom application and develop your own integration with Memberful using our API or OAuth.
  • Passwords: Choose whether to allow the use of passwords to sign in.
  • Webhooks: Make other apps react to Memberful events via webhooks.

Explore our resources

Whether you’re a site owner or staff member, you can access our help center 24/7 for answers to your Memberful questions. You can also reach our live chat with real humans between 9am-6pm ET.