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Getting Started Guides & Best Practices
StartUp Guide
4
Pre-Installation Checklist
MemberMouse Overview
MemberMouse Glossary of Core Features
Testing with MemberMouse
Installing and Upgrading
9
Installing MemberMouse
Installation Error - File Exceeds the upload_max_filesize
Installation Error - Destination folder already exists
Installation Error - Problem downloading libraries
Installing MemberMouse on a Local Host
See all 9 articles
Migration Guide
4
Things to Consider Before Migrating to MemberMouse
Migrate Members from an Existing Membership Solution
Importing existing WordPress users
Migrating FAQs
MemberMouse Best Practices
8
Collecting Members and Money
Who Gets to See What and When
Streamlined Operations: Managing your Members
Reporting and Analytics
Dynamic Communication: Customize your Content with SmartTags
See all 8 articles
Video Training: Master the Essentials of MemberMouse
1
Video Training: Master the Essentials of MemberMouse
Customer Support
4
How To Get Fantastic Support
Where Do I Find My Support PIN?
Phone Support
MemberMouse Support Policy
Implementation Options
2
MemberMouse Consultation & Implementation Services
Implementation Partners
FAQ
MemberMouse Account FAQ
11
Upgrading your MemberMouse License
Requesting a Staging License
Can I Get my Receipt as a PDF or an Invoice?
How to Update Your Credit Card / Billing Details
Pro Plan Additional Features
See all 11 articles
General FAQ
11
Does MemberMouse Support Tax or VAT?
Can I Modify the MemberMouse Code?
Login Form Doesn't Show Error Notifications
Payment Settings FAQ
Checkout Settings FAQ
See all 11 articles
Pre-Sales FAQ
38
Can I have both PayPal and Stripe payment options on my checkout page?
If I have a PayPal integration enabled, do one-click upsells work?
If a customer buys via Stripe, and then later buys an upsell, do they have to enter card details again?
Is it possible to do 1-click upsells if a customer buys a product instead of a membership?
How can I protect links to documents like pdf's?
See all 38 articles
WordPress FAQ
8
WordPress Compatibility
Protect Content on Category or Blog WordPress Template Pages
Extra Lines Are Being Added When Using SmartTags
Hide Comments from Pages
Disable WordPress Auto-Paragraph Functionality from Core Pages
See all 8 articles
General Data Protection Regulation (GDPR) FAQ
9
What features does MemberMouse have to help with GDPR compliance?
Is there a way to comply with the 'right to erasure' or 'right to be forgotten'?
Do you have a Data Processing Agreement (DPA)?
Can I allow my members to confirm opt-in to receive emails from me?
Can I export a member's personal data?
See all 9 articles
Troubleshooting
First Steps
5
Troubleshooting Checklist
Using Safe Mode
Plugins That Cause Problems
Troubleshooting Plugin and Theme Conflicts
How To Get Fantastic Support
Common Issues
23
Installation Error - File Exceeds the upload_max_filesize
Installation or Activation Error - This site is not authorized to use the MemberMouse plugin
When Logged in as an Administrator I'm Seeing an Error Page
Help! I Can't Login
Emails Are Not Being Sent
See all 23 articles
Video Library
Getting Started VIDEOS
14
Install and Activate MemberMouse (Video)
Quick Tour of MemberMouse (Video)
Guided Setup (Video)
Intro to Products, Bundles and Membership Levels (Video)
Sell a Membership Level (Video)
See all 14 articles
Affiliate Settings VIDEOS
2
Affiliate Integration Overview (Video)
Affiliate Tracking Overview (Video)
Checkout Settings VIDEOS
2
Custom Fields Overview (Video)
Shipping Methods Overview (Video)
Content Protection VIDEOS
2
Protect and Schedule Content (Video)
Using the Drip Content Schedule (Video)
Core Pages VIDEOS
1
Core Pages Overview (Video)
Developer Tools VIDEOS
1
API Credentials Overview (Video)
Email Settings VIDEOS
2
Email Integration Overview (Video)
Customize the Forgot Password Email Template (Video)
Extensions VIDEOS
2
Install Divi Layout Pack for MemberMouse
Editing the Divi Layout Pack for MemberMouse
General Settings VIDEOS
6
Account Sharing Protection (Video)
Add Login / Logout Link to Main Menu (Video)
Employee Accounts Overview (Video)
Change the Default Employee Account (Video)
Hide Protected WordPress Pages from Menus (Video)
See all 6 articles
Manage Members VIDEOS
16
Manage Members Overview (Video)
Create a New Member (Video)
Import Members with the Import Wizard (Video)
Member Details Overview (Video)
Auditing Member Activity Using the Activity Log (Video)
See all 16 articles
Payment Settings VIDEOS
5
Setting the Default Cancellation Method (Video)
Configuring Authorize.net (Video)
Testing with Authorize.net Test Gateway (Video)
Configuring Lime Light (Video)
Configuring PayPal (Video)
Product Settings VIDEOS
7
Products Overview (Video)
Create a Product (Video)
Membership Levels Overview (Video)
Create a Membership Level (Video)
Bundles Overview (Video)
See all 7 articles
Push Notifications VIDEOS
1
Using Push Notifications (Video)
Reporting VIDEOS
1
Advanced Reporting Explanations (Video)
SmartTags VIDEOS
1
SmartTags Overview (Video)
Tips and Tricks VIDEOS
1
Create an Upsell Process (Video)
Webforms VIDEOS
2
Create a Custom Login Form (Video)
Create a Free Member Webform for 3rd Party Sites (Video)
Affiliate Settings
Affiliate Settings
12
Affiliate Integration Overview
Commission Profiles Overview
Affiliate Tracking (Source Tracking) Overview
Add Affiliate Info to Existing Transaction or Subscription
Configuring Automatic Affiliate Account Creation
See all 12 articles
Checkout Settings
Checkout Settings
20
Custom Fields Overview
Shipping Methods Overview
Allow Logged Out Members to Make Purchases
Automatically Check Custom Field Checkbox
Automatically Uncheck 'Shipping Same As Billing' Checkbox
See all 20 articles
Checkout Page Examples
9
Checkout Page Examples Overview
Free Member Checkout Form
Collect Billing Information
Collect Shipping Information
Display Order Information
See all 9 articles
Checkout Settings FAQ
9
How do I create a member signup form?
Can I use a 3rd party checkout form?
The account information section is not showing up on my default checkout page.
The billing details section is not showing up on my default checkout page
The coupon code area is not showing up on my default checkout page.
See all 9 articles
Content Protection
Content Protection
12
Protect and Schedule Content
Using the Drip Content Schedule
Advanced Content Protection
Copy a Drip Content Schedule
Delivering Member Specific Content
See all 12 articles
Content Protection FAQ
7
Can MemberMouse protect video content?
Can I drip content by specific date?
How do I create content that is not protected?
How can I make a page public?
Can I set 'days as member' access for a future date?
See all 7 articles
Core Pages
Core Pages
20
Core Pages Overview
Create a Core Page
Change a Default Core Page
Checkout Core Page
Core Pages Were Accidentally Deleted
See all 20 articles
Core Page Templates
11
Checkout Core Page Template
Redeem Gift Core Page Template
Confirmation Core Page Template
Save the Sale Core Page Template
My Account Core Page Template
See all 11 articles
Customize MemberMouse
Customize MemberMouse
6
Customizing MemberMouse
Guide to Styling the CSS of Core Pages and Widgets
Integrate MemberMouse With Another Email Vendor
Protect Content on Category or Blog WordPress Template Pages
Translate MemberMouse - Basic
See all 6 articles
Developer Tools
API
10
API Documentation
API Credentials Overview
Create and Delete API Credentials
Getting Started with the MemberMouse API
createMember API Call
See all 10 articles
PHP Interface
1
Using the PHP Interface
WordPress
2
MemberMouse WordPress Hooks
MemberMouse WordPress Filters
Email Settings
Email Settings
14
Email Integration Overview
Email Templates Overview
Customize the Forgot Password (Reset Password) Email Template
Configuring ActiveCampaign
Configuring AWeber
See all 14 articles
Email Settings FAQ
3
How do I just collect an email address and then someone can access protected content?
Can I change the "From:" email address on MemberMouse emails?
Can MemberMouse emails be sent through my email provider?
Extensions
Extensions
11
Allow Membership Signup and Login via Social Network Credentials
Use bbPress Extension to create a forum
Configuring Facebook SSO Login
Facebook Login Error when Email Address Not Provided
Configuring Sign In with Google
See all 11 articles
Courses for MemberMouse
7
Getting Started with Courses for MemberMouse
How to Add a Quiz to Courses for MemberMouse
How to Sell Your Courses
Adjust Course Instructor Information & Bio
How to Add a Certificate in MemberMouse Courses
See all 7 articles
General Settings
General Settings
24
Account Sharing Protection
Add Login / Logout Link to Main Menu
Adjust the Size of the 1-Click Purchase Confirmation Dialog
Allow Members to Change their Username
Auto Login Links and Login Tokens
See all 24 articles
Logs
Logs
6
Gifts Log
Coupon Log
Auditing Member Activity Using the Activity Log
reCAPTCHA Log
Using the ClickBank IPN Log
See all 6 articles
Manage Members
Member Basics
9
Manage Members Overview
Browsing Members
Create a New Member
Delete a Member
Create a Welcome Email
See all 9 articles
Member Details
35
Member Details Overview
Add Affiliate Info to Existing Transaction or Subscription
Allow Members to Change their Username
Allow Members to Create a Custom Username During Signup
Automatically Uncheck 'Remember Me' Box on Login Page
See all 35 articles
Manage Members FAQ
5
How do I create a member signup form?
What's the Difference Between Pausing and Canceling an Account
How do I just collect an email address and then someone can access protected content?
Why is there a discrepancy between the number of members I see reported?
How do I create a complimentary account?
Payment Settings
Payment Settings Basics
6
Payment Methods Overview
Automated Overdue Payment Handling
Setting the Default Cancellation Method
Supported Currencies by Payment Method
Using the Test Payment Service
See all 6 articles
Configuring Payments
25
Strong Customer Authentication (SCA) Compliance
Activating the 3D Secure checkout process for Strong Customer Authentication (SCA)
Configuring Authorize.net
Configuring Authorize.net CIM
Testing with Authorize.net Test Gateway
See all 25 articles
Payment Settings FAQ
16
What Is The Difference Between Onsite and Offsite Payment Methods?
What If I Am Using My PayPal IPN On Another Site?
PayPal IPN is Showing "Retrying" - instead of "Sent" or "Failed"
Can I take offline payments with MemberMouse?
Can I migrate the payment vendor account(s) from my old membership plugin to MemberMouse?
See all 16 articles
Product Settings
Product Settings
14
Setting your Access and Payment Terms
Products Overview
Membership Levels Overview
Bundles Overview
Assigned vs Purchased Bundles
See all 14 articles
Product Settings FAQ
5
Is there a way to apply a coupon retroactively in the admin area?
Using a Coupon on a Product with a Trial Period
Can I change the price of a product once it's been purchased?
Does changing a current membership level affect existing members?
Do I have to have a free membership level?
Push Notifications
Push Notifications
11
Using Push Notifications
Add A Date To Push Notifications
Send an Email Notification When A Member Upgrades
Call a Custom Script When Certain Events Occur
Connect MemberMouse to Thousands of Apps Using Zapier
See all 11 articles
Push Notifications FAQ
1
Can I change the "From:" email address on MemberMouse emails?
Release Notes
Release Notes
29
MemberMouse Versions
2.4.6 Release Notes
2.4.5 Release Notes
2.4.4 Release Notes
2.4.3 Release Notes
See all 29 articles
Beta Releases
3
Beta Releases
Beta 2.2.5
Beta 2.2.4
Reporting
Reporting
3
Advanced Reporting Explanations
Basic Reporting Explanations
Browse Transactions Report
Resources
Resources
6
MemberMouse System and Hosting Requirements
Configuring WP Engine Hosting
WordPress Theme Providers
Security Concerns and Your Website
Configuring Caching on Your Server
See all 6 articles
MemberMouse SmartTags™
SmartTags™ Overview
2
SmartTags Overview
SmartTag Equations
SmartTag™ Usage Examples
16
The 6 Most Used SmartTags™
Add reCAPTCHA v2 Validation to the Checkout Page
Add Custom Fields to a Checkout Page
Allow Members to Add a Free Bundle to their Account
Create a Form to Collect Custom Field Data
See all 16 articles
1-Click Purchases
4
Using 1-Click Purchase Links
Adjust the Size of the 1-Click Purchase Confirmation Dialog
Collect Shipping Information in the 1-Click Purchase Confirmation Message
Add a Coupon Code field in the 1-Click Purchase Confirmation Message
Content SmartTags
2
Content Data SmartTag (MM_Content_Data)
Content Link SmartTag (MM_Content_Link)
Core Page SmartTags
1
CorePage Link SmartTag (MM_CorePage_Link)
Custom Field SmartTags
1
CustomField Data SmartTag (MM_CustomField_Data)
Decision SmartTags
6
Access Decision SmartTag (MM_Access_Decision)
Affiliate Decision SmartTag (MM_Affiliate_Decision)
Custom Decision SmartTag (MM_Custom_Decision)
Member Decision SmartTag (MM_Member_Decision)
Order Decision SmartTag (MM_Order_Decision)
See all 6 articles
Employee SmartTags
1
Employee Data SmartTag (MM_Employee_Data)
Error SmartTags
1
Error Message SmartTag (MM_Error_Message)
Form SmartTags
7
Form SmartTag (MM_Form)
Form Button SmartTag (MM_Form_Button)
Form Data SmartTag (MM_Form_Data)
Form Field SmartTag (MM_Form_Field)
Form Message SmartTag (MM_Form_Message)
See all 7 articles
Member SmartTags
2
Member Data SmartTag (MM_Member_Data )
Member Link SmartTag (MM_Member_Link)
Order SmartTags
2
Order Data SmartTag (MM_Order_Data)
Purchase Link SmartTag (MM_Purchase_Link)
Product SmartTags
1
Product Data SmartTag (MM_Product_Data)
Tips and Tricks
Tips and Tricks
43
Add Placeholder Text to Login Form Fields
Add A Date To Push Notifications
Add a Terms of Service Checkbox to the Checkout Page
Allow Membership Signup and Login via Social Network Credentials
Apply WordPress Roles to Members
See all 43 articles
Webforms
Webforms
2
Create a Custom Login Form
Create a Free Member Webform for 3rd Party Sites
Widgets
Widgets
2
Protected Content Widget
SmartWidget
Office Hours
Just Installed and...
11
What's the Website Flow After the 'Buy Now' Button?
Dealing with Getting Started Overwhelm
Getting Everything to Play Nice Together
How to Think of Products in Membermouse
Bundles and Free Membership Levels
See all 11 articles
The Big Picture
2
What Is a Good UX for Membership Sites?
How Can I Direct Members to My Content?
Protecting Content
8
How Do You Protect Pages?
Process for Selling, Protecting and Organizing Courses
Add a Menu Item for Members Only
Add a Menu Item for Members Only
How Do I Use Smarttags in the Smart Widget?
See all 8 articles
Selling and Delivering Courses
3
Process for Selling, Protecting and Organizing Courses
Do All Courses Have to Be Protected by Bundles?
Topic Spotlight: Free Memberships
Checkout and Sales Funnels
10
How Do I Create a Custom Thank You Page?
Paid Trial Product and Membership Upsell
How Do I Set up 1-Click Upsells Using Stripe as My Payment Provider?
Purchasing, Managing and Redeeming a Gift
Gifting Example - Gift one month of access
See all 10 articles
Member Management
7
Topic Spotlight - Member Management in MemberMouse
Forum or Community Page
Advanced Reporting and Source Tracking
How Do I Send a Receipt to Customers?
How Do You Process a Refund?
See all 7 articles
Migration
4
Handling Billing During Migration to MemberMouse
How to Import Members from Another Membership Solution
Migrating between Hosting Providers
Hosting Provider Recommendations
Affiliate Settings
5
iDev Affiliate Integration Overview
How Can I Assign Commissions for Call Center Reps Who Make a Sale Over the Phone?
Creating and Placing an Affiliate Link
How to Connect a Third Party Affiliate Platform Like WPAffiliate?
Advanced Reporting and Source Tracking
The Best of the Rest
10
Do You Compare Yourself to Other Member Platforms?
Info about MemberMouse v2.3.0 Release
Advanced Reporting and Source Tracking
Dealing with Getting Started Overwhelm
The Why and How of Using Safe Mode
See all 10 articles
3rd Party Solutions
3rd Party Solutions
10
Automatically Downgrade to a Free Membership When an Account Expires or Is Canceled
ConvertKit Integration
Custom Shipping Options Plugin
Learning Management Software (LMS) Vendors
SamCart Integration
See all 10 articles
Groups for MemberMouse Addon
1
Groups for MemberMouse Add-On Overview