Memberful admin dashboard

With Memberful, you get an independent dashboard featuring powerful metrics and activity feeds along with all the tools you need to build and manage your membership business.

In this help doc:

• Explore the Dashboard tab.
• Explore the Members tab.
• Explore the Plans tab.
• Explore the Content tab.
• Explore the Customize tab.
• Explore the Discounts tab.
• Explore the Analytics tab.
• Explore the Settings tab.
• Explore the Account tab.

Dashboard tab

Here's the link to access your Memberful dashboard: https://YOURSITE.memberful.com/admin/auth/sign_in

Replace YOURSITE with your actual Account URL subdomain, which can be found via Account → Account settings.

From the Dashboard tab you can:

• Access important actions (like creating a coupon)
• View the most impactful metrics for your business
• View the latest membership activity
• Compare your Plans, at a glance, by active subscriptions
• See upcoming member anniversaries in the next 31 days
• Access a feed of our newest feature releases

Members tab

From the Members tab you can import members and add new members. You can also apply a filter to view active members, inactive members, free signups, All Access Pass members, or all members, and export a CSV report.

Click a name to edit a member’s details, manage their subscriptions, view their activity, or 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, order number, or Discord ID in the search bar on any page in the Memberful dashboard. You can also type "s" anywhere in the Dashboard (assuming your cursor is not in another input field) to access the search bar.

Plans tab

From the Plans tab you can create a new Plan, view active subscribers by Plan, manage Plan Settings, and enable free registration.

Content tab

From the Content tab, you can access our hosted content features: Posts, Podcasts, and Downloads.

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

Customize tab

From the Customize tab, you can access a high-level overview of what’s available to customize and how the components flow together. The 5 customizable areas are:

• Design: Customize the look and feel of member-facing views.
• 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.
• Custom fields: Create a form with up to 5 custom fields for your members to complete right after checkout.
• Email: Customize the transactional emails Memberful sends to your members.
• Landing page: Create a Memberful-hosted landing page to sell your membership plans.

From each area, you have access to our powerful Visual Editor to see which features are customizable, how they interact, and what they’ll look like to your members across different views and devices.

Discounts tab

• Coupons tab: Create and manage coupons.
• Referrals tab: Create and manage referrals.

Analytics tab

• Metrics tab: Acess the metrics we track to help you evaluate your business goals, objectives, and overall performance.
• Activity tab: View ongoing membership activities. You can also apply a filter by activity and export a CSV report.
• Cancellation tab: Track survey results to learn why your members churned. You can also apply a filter by reason and export a CSV report.

Settings tab

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

• Connect with your website: Integrate Memberful with your Wordpress site or get a code snippet to add to your non-WordPress site.
• Third-party services: Quickly integrate Memberful with your favorite third-party services like Mailchimp and Discord.
• Custom applications: Add a new custom application and develop your own integration with Memberful using our API or OAuth.
• Webhooks: Create and manage webhooks.
• Taxes: Enable automatic tax calculations based on where you and your members are located.
• Upgrades and downgrades: Create Plan Groups so members can switch between plans.
• Email delivery: Send white-label emails using your own SMTP server or transactional email service.
• Redirects: Setup custom redirects for when members sign in or out of their account.
• Currency and localization: Customize the currency, language, and timezone settings.
• Staff: Add team members and manage their permissions.
• Website name and URL: Set the name and URL of your website, and your Memberful subdomain.

Account tab

Whether you're a site owner or staff member, you can update your personal information from the Account tab. If you're the site owner, you'll also have the ability to "go live" (i.e. connect to your Stripe account) and access plan and billing details.

• Owner details: Manage your personal information and set up email notification preferences.
• Activate your account: When you’re in test mode, visit this tab to change your Memberful plan, modify your billing details, and connect with Stripe when you’re ready to go live.
• Plans: Once you go live, visit this tab to downgrade or upgrade your Memberful plan.
• Billing: Once you go live, visit this tab to manage your payment method, view receipt history, and add/edit your billing address.
• Payouts: Once you go live, visit this tab to view your Stripe connection.

Related help docs:

• See how members can manage their own subscriptions.
• Learn how to manage members from the Memberful dashboard.
• Test Memberful before you start accepting real live payments.
• Find out how Memberful securely processes payments.