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For Marketing and Membership Content Admins: How to Configure Membership Pages

This is documentation for site admins and content managers to configure and update their online membership experience.

1. Landing Pages:

Membership Builder

• Go to [YOURWEBSITE]/node/add/landing_page

• Title: Membership Builder

• Layout: Two Columns with left sidebar

• Header Area: add “Small banner” paragraph and fill the fields

• Content area: add “Memberships” paragraph (it has pre-filled fields)

• Sidebar Area: add “Block Container” paragraph with “Memberships Desktop Sidebar” skin

  • Block_ref: choose “Paragraph container” with “Memberships Menu Container” title

• Sidebar Area: add “Simple content” with “Memberships Button” skin and link to builder in content:

<p><a class="btn btn-primary" href="/membership-builder"><span class="text">JOIN THE Y</span></a></p>

• Sidebar Area: add “Sidebar Menu” with "Memberships Sidebar Menu" skin to create your Memberships Menu with these items:

  • Membership Types

  • Member Benefits

  • Discounts

  • Corporate wellness

  • Free Trial

• Sidebar Area: add “Block container” with "Memberships Feature card" skin. Use “Feature Card” block type with any content allowed in this block

• Save the landing page

Membership Types

• Go to [YOURWEBSITE]/node/add/landing_page

• Title: Membership Types

• Layout: Two Columns with left sidebar

• Header Area: add “Small banner” paragraph and fill the fields

• Content Area:

  • add “Simple content” paragraph with “Membership Simple Content” skin and text

  • add “Membership Types Listing” with “Membership Types” skin

• Sidebar Area: follow the same steps for “Membership Builder” page

• Save the landing page

Member Benefits

• Go to [YOURWEBSITE]/node/add/landing_page

• Title: Membership Types

• Layout: Two Columns with left sidebar

• Header Area: add “Small banner” paragraph and fill the fields

• Content Area: fill the area with content. An example is shown in the next screenshot

• Sidebar Area: follow the same steps for “Membership Builder” page

• Save the landing page

Discounts

• Go to [YOURWEBSITE]/node/add/landing_page

• Title: Corporate wellness

• Layout: Two Columns with left sidebar

• Header Area: add “Small banner” paragraph and fill the fields

• Content Area: fill the area with content. An example is shown in the next screenshot

• Sidebar Area: follow the same steps for “Membership Builder” page

• Save the landing page

Corporate Wellness

• Go to [YOURWEBSITE]/node/add/landing_page

• Title: Corporate wellness

• Layout: Two Columns with left sidebar

• Header Area: add “Small banner” paragraph and fill the fields

• Content Area: fill the area with content. An example is shown in the next screenshot

• Sidebar Area: follow the same steps for “Membership Builder” page

• Save the landing page

Free Trial

• Go to [YOURWEBSITE]/node/add/landing_page

• Title: Free Trial

• Layout: Two Columns with left sidebar

• Header Area: add “Small banner” paragraph and fill the fields

• Content Area: add “Simple content” with a description

• Content Area: add ”Webform” with “Memberships Free Trial Webform” skin and “Memberships Free Trial” webform

• Sidebar Area: follow the same steps for “Membership Builder” page

2. Membership Products:

• Go to [YOURWEBSITE]/admin/commerce/products

• Click on “+ Add product” button, then choose “Membership”

• You'll see these fields:

  • Title

  • Description

  • Add-ons (used in specific cases, skip for default setup)

  • Total Available

• Subfields:

  • Related Add-on (skip for default functionality)

  • Age groups (select age groups, usually Adults, Youth, Seniors)

  • Total Available (number of people allowed for age group selected above for the membership product. You can add multiple groups by clicking “Add another item” for Family memberships)

  • Total Free (designed for cases where extra people are allowed in the membership, but with an additional fee. Fill with the same value as Total Available for default functionality)

• Branches in the product (use if a membership is specific to a branch. If "None" is selected, the membership will appear for all branches)

• A typical setup is shown in the following screenshot

• Click on the “Save and add variations” button (or go to the “Variations” tab if editing a previously created product)

• A typical setup for variations of a membership is shown in the following screenshot