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If you would like a specific registration page to direct users to register, create a new page with the following shortcode in the body of the page:

[wpmem_form register]

Note: If you have set the plugin to block pages by default, you will need to set this page to be unblocked.

Registration Page Location

Once you create the registration page as outlined above, it is available as a page in your WP installation to be added to menus in the same way you handle other pages.  This is dependent upon you and your theme, and whether you display all pages in a default menu.

WP-Members™ has an option setting for you to enter the URL of your registration page.  This is optional and does not effect the functioning of your registration page.  It merely provides the plugin with knowing where the page is and uses this to generate a “Register” link in the login forms.

The Emails tab is where you would go to manage the email messages that are sent by the plugin.  It is important to note that the only messages that are displayed in the tab are the ones that are used based on your plugin settings under the “Options” tab.

Under this tab, you may also set an email address to change the default address that WordPress® sends from (wordpress@yourdomain.com).  Note: you do not need to use this setting if you already have a plugin or some other filter to do this.

Email content can be customized (and it is expected that you will customize it).  There are a variety of shortcodes specifically for email content and custom fields and shortcodes can be added in.

There are a number of filters for customizing emails, their content, and the email process.

See additional documentation if you wish to send HTML formatted emails.

Having trouble with emails going out?  The plugin uses the WordPress wp_mail() function for sending email.  It is generally unlikely that the issue is the plugin or WordPress.  But there are a lot of other possible factors.  Check out this section of the FAQs for more information on troubleshooting email issues.

Dialogs are included for certain user dialog and error messages that are displayed, such as empty registration fields, login error, etc.  Simple HTML is allowed in these fields including <p> (paragraph), <b> (bold), <i> (italics), etc.

Built-in Dialogs

You can customize any of the built in dialogs through the dialogs tab without customization.  These include messages for the following:

• Restricted content (shows above the login form when a restricted page is viewed)
• Username is taken (registration error message)
• Email is registered (registration error message)
• Registration completed (shows upon successful registration)
• User update (shows upon success user registration data update)
• Passwords did not match (error message when changing a password)
• Password changes (shows on successful password change)
• Username or email do not exist when trying to reset forgotten password (error message for forgotten password reset)
• Password reset (shows on successful forgotten password reset)

Custom Dialogs

In addition to the above, custom dialogs can be added through the plugin’s API using the wpmem_add_custom_dialog().  This function adds a custom dialog to the dialogs tab.  Existing dialogs that are part of the plugin’s default dialogs can be added to this screen so that you can easily change them, or if a custom process is implemented that requires its own messaging, that can be added as well.

(Note: a custom dialog added with wpmem_add_custom_dialog() can be used with wpmem_use_custom_dialog()).

Terms of Service

The Dialogs tab is also where you can load your TOS (Terms of Service) content, if you are using one.  HTML is also allowed here, including <h1>, <h2>, <ul>, <li>, etc.

Alternatively, if you have set up a Terms of Service page as a WordPress® page and want the TOS link to open that page, you can enter the following shortcode into the TOS dialog box:

[wpmem_tos url="http://mysite.com/my-tos-page"]

Be sure to put the full URL of your WP TOS page in the URL value of the shortcode.

See shortcode documentation for more information on using this shortcode.

(You can also load a custom template for the TOS page by copying the plugin’s /templates/tos.php file to /wp-members/templates/tos.php in your theme folder. When using a custom template, you can customize the HTML in any way you wish – the template is loaded as a complete page. )

Dialogs on Multi-language Sites

The default values for all dialogs are included in the plugin’s core object class so that they will be part of the translation files.  If you are using a multi-language site, you should not change any of these dialogs unless you plan to use custom translation files that match your custom messages.  Translation through gettext() only occurs for strings that are an exact match, so once you change a dialog, it will no longer match what is stored in the translation file.

The plugin’s main options tab contains the basic default settings for the operation of the plugin.  The first section of the main options is Manage Options and it is divided into four sections:

1. Content
2. New Feature Settings
3. Other Settings
4. Pages
5. Stylesheet

The second section after Manage Options is for selecting any Custom Post Types to be managed by the plugin.

NOTE: For most of these options, if you use a cache plugin, you will need to clear it if you change one of these settings.

Content

This section handles content blocking settings and how that will be displayed.  There will be a setting for each post type that the plugin is set to handle.  By default, this will be Posts and Pages.  However, if custom post types are identified in the Custom Post Types section, those will be added here.

(Keep in mind that not all CPTs function the same, and not all of them behave exactly like posts.  Some CPTs may work well with standard WP-Members settings in the Options tab whereas others may require special handling.)

Content Blocking

This determines the default setting for each post type.  Settings are “block” or “do not block”.  As a default setting, any post of the identified post type will receive this handling if it does not have a specific setting at the post level (set in the post editor window).  [See Managing Content for in-depth information on blocking posts and pages.]

Show Excerpts

This will show any excerpt before the auto excerpt or “read more” tag on a protected post type when the user is not logged in.  Note that this is specifically for the single post view and does not effect post summary pages such as archives or search results. [See Managing Content > Show Excerpts]

Show Login Form / Show Registration Form

By default, the plugin will display a login and registration form in the place of blocked content.  Whether these are displayed or not by default can be managed by post type with these two settings. The default setting at install will display both login and registration on blocked posts and pages instead of the content. Check or uncheck these options based what you want to display or not display.

Auto Excerpt

This setting allows you to automatically define an excerpt for each post type.  When used, the use of the “read more” tag is not necessary, although if the tag is used, the excerpt will take a defined excerpt as a priority over the automatic one.

This setting makes it easy to get up and running, especially on a site that already has existing content to be blocked.  This way you do not need to go through every post and set a “read more” tag.

It is important to note that the length of the Auto Excerpt INCLUDES any additional content in the content that might not show to a user, such as the HTML tags associated with images.  If you have an image in the excerpt, all of the tags will be counted as part of the word count.  It’s not a major deal – just make sure you account for this when setting the length.

New Feature Settings

These are settings that are new and being worked into the plugin as options.  Most often, they will become the plugin’s new defaults or official settings at a future date and time.

See “New Feature Settings” for current options.

Other Settings

This section of settings handles some generic settings such as notifying the admin of new registrations, setting admin approval (moderated registration), and use of CAPTCHA.

Enable Products

This setting enables a special custom post type (CPT) for creating “Membership Products.” Products can serve many purposes and are not necessarily limited to a single construct. They can be used for levels, membership groups, single-page access, etc. They can expire or not expire. When you enable this setting, it adds a “Membership” menu item in the WP Admin Menu. Generally, this menu item will appear below the Comments menu.

Clone Menus

The Clone Menus setting allows the plugin to create menus that display based on a user’s login status. It will create a clone of any menu location in your theme. (NOTE: this clones the menu location, NOT the menu).

Notify Admin

When turned on, the admin will receive an email notification for any new registrations. This is especially helpful when Moderate Registration is turned on.  By default, mail is sent to the admin address specified for the blog found under General > Settings.  If that notification needs to be sent to someone other than the default admin address or needs to be sent to multiple addresses, that can be changed with the wpmem_notify_addr filter.

Moderate Registration

If you wish to approve a registration manually prior to allowing them access to the site, turn on Moderate Registration.  With this turned on, any new users must be approved by a site admin prior to receiving access.  Users can be approved individually via the user detail page. This can be accessed via WP’s admin menu Users > Users or the plugin’s bulk user management screen under Users > WP-Members™.  [See Registration > Moderating Registration for more information]

Account Confirmation Link

This feature sends a new user a confirmation link when they register. They will not be allowed to access the site until they have confirmed their account.

If the user does not confirm the account, the link will expire in 24 hours and the user would have to register again.

IMPORTANT: If you activate this feature on a site with existing users, none of those users will have been marked as confirming their emails.  You can confirm existing users manually in the Users > All Users screen, or there is a code snippet you can use to mark all existing users as confirmed.

IMPORTANT: This feature is not currently compatible with WooCommerce integrations!!

Additional Configuration for Confirmation Link

You must have a user profile page set up with the [wpmem_profile] shortcode and the location of the page set in the plugin’s page settings (See Pages > User Profile URL below).  Without this, the confirmation link will lack the full domain path when added to the email.

It is recommended that you configure the plugin to allow users to create a password at registration. There is no need to send the user’s password via email.  In fact, that capability will eventually be phased out as the Activation Link feature becomes standard in the plugin. To enable a password as part of registration, enable password (and, ideally, confirm password) in the WP-Members Fields tab.

It is recommended that you edit messaging and emails accordingly. The successful registration message should be updated in the Dialogs tab to inform the user that they will receive an email requiring them to activate their account before access. Similarly, the process will automatically include the activation link at the bottom of the new registration email. If you want to customize where the link is placed in the email, use the [confirm_link] shortcode in the email.

Ignore Warning Messages

WP-Members™ has a number of warning messages that it will display in the WP Admin Panel.  Some of these are for WP settings conflicts and others are specific to the plugin.  You can turn the warning messages off with this toggle.

Attribution

This enables the display of a “powered by WP-Members” tag at the end of the registration form.  This is a freely available plugin that is supported solely by users who purchase a support subscription.  If you use the plugin and find it useful, please consider adding the attribution link.

Enable CAPTCHA

Turning this on will include a CAPTCHA in the registration process.  WP-Members™ supports reCAPTCHA version 1 and 2 as well as Really Simple CAPTCHA.  reCAPTCHA requires an API key. Really Simple CAPTCHA requires that the Really Simple CAPTCHA plugin be installed as well.  Please note that while the plugin supports reCAPTCHA version 1, its use has been deprecated by Google and it is only maintained here for legacy purposes (people who have not updated).  New installations should only use version 2.  [See Registration > Using reCAPTCHA]

Note: CAPTCHA is not supported by default on the login forms. If you use a plugin that adds a CAPTCHA to the wp-login.php form, you will need to address that.  If you want to add reCAPTCHA or Really Simple CAPTCHA to the login form, that can be added in using the wpmem_login_form_rows filter and authenticated with the wp_authenticate_user filter (subscriber content examples for reCAPTCHA and Really Simple CAPTCHA).

Pages

This section identifies certain specific pages that can optionally be set up.  These are optional, although recommended.  Keep in mind that these settings merely identify the location of the page so that the proper link can be generated.  These settings DO NOT create the pages or add the specific shortcodes used.  That is up to the user to set up so that you can have them configured the way that you want them and avoids the unpleasant possibility of overwriting something on a page you created that you did not intend to use for this purpose.

Each of the three settings operates the same way using a dropdown selection.

1. No setting is selected by default.
2. If a page is set up with the plugin’s shortcode for this page, it can be selected in the dropdown list.
3. If some outside process is needed/desired for these, a custom URL can be identified by selecting “use custom URL below” from the dropdown selector (see image example).

Login Page

Identifies the location of a specific login page.  The basic install does not make use of this setting, but it may be desired for certain customizations (its location can be retrieved with the API function wpmem_login_url()).  Some of the plugin’s extensions utilize this setting, most specifically the Advanced Options extension.  [See Page Shortcodes]

Register Page URL

Establishes a page specifically for registration. Specifying the URL of your optional Register Page in this field will cause the plugin to add a Register Link to the login form in both the main content area and the sidebar widget.  The page location can be retrieved with the API function wpmem_register_url(). [See Page Shortcodes]

User Profile URL

The User Profile Area is where users on the front end can update their password and registration information.  The Lost Password Reset feature is also maintained on this page.  Specifying the URL of your optional User Profile in this field will cause the plugin to add a Forgot Password Link to the login form in both the main content area and the sidebar widget. Its location can be retrieved by the API function wpmem_profile_url(). [See Page Shortcodes]

Stylesheet

WP-Members has a default stylesheet that it will load. If you have a custom stylesheet, you can identify its location in the “stylesheet” field in the main options. The value you enter must be the complete URL path to the stylesheet. Enter the FULL PATH to the location of your stylesheet.  Test this path in your browser.  If it cannot display when directly browsed to, it will not load when a page loads.

If you have a custom stylesheet but are not sure where to keep it, it should be outside the plugin folder* somewhere that will not be overwritten by upgrades. The general wp-content folder and the wp-content/uploads folder are acceptable, as is somewhere outside of your WordPress instance.

*The exception to this is if you use one of the previously available WP-Members stylesheets. These remain packaged with the plugin for legacy purposes. However, it would be wise to copy them to an outside location in case this ever changes.

Also [See Customizing Forms]

Custom Post Types

The plugin can be configured to handle Custom Post Types by identifying the CPT to the plugin.  This will add the CPT to the plugin’s main Content settings.

Keep in mind that every CPT is different – they are by nature “custom” and not all CPT will behave in a manner that allows WP-Members to handle it the same as a regular post or page.  So selecting a CPT to be handled by the plugin does not guarantee that it will be blocked.  It will depend entirely on the given CPT.  It is for this reason that CPTs are not automatically added to the settings, since we cannot assume that a given CPT will be able to be handled directly by the plugin.

For each CPT, there will be a checkbox option to add it to the WP-Members settings.  Any CPTs selected will be added to the settings for the main Content settings.  Select the CPTs to add and save your changes.

The wpmem_member_links filter hook allows you to filter the links that are shown on the member-area shortcode page when the user is in a logged in state.  By default, this will show a bulleted list of links to update registration data and change password.

You can use this filter to append to this list, create content before or after it, or change it completely.

IMPORTANT: If you choose to change the link list completely, be certain that you are careful to include the links for updating information and changing password in some way in your returned filtered content. Otherwise your users will not be able to access these functions.

add_filter( 'wpmem_member_links', function ( $string ) {

	// Original link output comes in as a $string.
	// You can add to it before or after, 
	// or drop it altogether.

	$string = "<p>Before the original links</p>" . $string;

	$string = $string . "<p>After...</p>";

	return $string;
});