Easily Set Up Your EverWeb Membership Sites Backend!

January 11th, 2024

Adding a membership site to your EverWeb made website can be the perfect way to retain customers and grow your business. In our recent post, 12 Reasons Why You Need an EverWeb Membership Site, we discussed the benefits of having your own membership site. In this post, we take a detailed look at how you can easily set up your EverWeb Membership Site’s backend.

The backend of EverWeb Membership Sites is where you set up all of the features that will be available for the frontend, which you develop in EverWeb itself. For example, you will use the backend for membership account administration, payments setup and administration, administering membership levels, creating coupon codes and so on. In a future post, we will look at setting up your membership site’s frontend in EverWeb itself.

Before We Begin…

To be able to create your own Membership Site with EverWeb, you will need to make sure that you are running EverWeb 4.0 or higher, for Mac or Windows. It does not matter whether you host with EverWeb or have your own hosting provider, you can still build your membership site!

You can also start your own EverWeb Membership Site for free! Just go to the EverWeb Membership Sites Pricing page to sign up for the free plan. There are also paid for Membership Sites plans which you can sign up to, or upgrade to, as your membership site’s need develop.

Membership Sites Overview

If you are new to Membership Sites, our Membership Sites Overview video is the ideal place to start! Check out the video at the top of this post for general orientation information.

6 Steps to Setting Up Your EverWeb Membership Sites Backend

Setting up your EverWeb Membership Sites backend is easy to do. Start by logging in to your EverWeb Client Area. Once logged in, scroll down the page until you see the Membership Sites section on the left hand side of the page. Click on ‘Manage All’. You will be taken to your Membership Sites Summary page. Down the left hand side, under ‘Manage All’ you have the options below. We recommend following each in the order presented below.

Membership Sites Setup

Begin to build your Membership Sites Backend by clicking the Setup button. In this section you will set up the basic administrative requirements for your membership site.

Membership Levels

After completing the basic Setup tasks for your membership site, next move on to setting up your Membership Levels. You can have free and paid for membership levels, although this does depend on whether you have a free or paid for EverWeb Membership Sites plan.

Membership Setup

EverWeb allows you to manually import existing members from external sources, or manually create and administer members. You can also perform various administrative functions such as suspending members, editing membership details (e.g. entering new address details) and you can search your membership on specific fields e.g. if you want to know how many members used a particular coupon code.

Email Templates

EverWeb includes a range of default email templates that are used in membership sites. These templates can be edited so that you can create customized responses to your membership.

Coupon Codes

If you want to offer potential members a discount for joining your membership site, coupons are the perfect way to do this. You can also make your coupons limited time offers only if you want.

Cancellations, Logs and Mail History

The last three Membership Sites menu options are helpful if you need to track cancellations and actions to do with members accessing your Membership Site as well as email correspondence.

Next Steps…

Once you have completed the setup of your membership site backend in your EverWeb Client Area, the next step is to create the pages that you need for your membership site in EverWeb itself. We will be covering this important topic very soon in a follow up blog post.

In the meantime, if you have any questions about purchasing, setting up or using a Membership Site with EverWeb, please let us know in the Comments Section below.

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