Creating Free Plans in Memberstack

Article author
Josh Lopez

There are dozens of ways to use free plans in Memberstack. Create account levels for different types of users, tag members based on their behavior, and more! Before we dive in, however, I’d like to point out that you may not need any free plans. If your project only has one type of user role, you can signup members without any plan and still store data, and grant access to gated content!

Step 1 → Create a free plan in Memberstack

free_plan.gif

  1. You can create and manage your plans from the Plans page in your Memberstack dashboard.
  2. Click “Plans” in the navbar.
  3. Click “Add a plan.”
  4. Select “Free plan” and then “Next.”

Step 2 → Edit your plan’s settings

create_plan_2.gif

  1. Give your plan a name, and (optionally) select an emoji to make it easier to find in the future.
  2. Next, you can give the plan a description. These are currently for internal use, but they may become user-facing in the next few weeks. TBD during the beta.
  3. Click “Create Plan” to save your progress.
  4. More info required

Step 3 → Give Members a Free Plan

There are a bunch of ways to do this. We’ll cover all of the most popular ways below.

Option A - Add Plan Buttons (Checkboxes, Tabs, etc.)

data-ms-plan.gif

  1. Place a data-ms-plan:add=”PLAN ID” attribute to a button.
  2. Link the button to your signup form.

Now, when a visitor or member clicks your signup button + completes signup they will have an account and a free plan. 🎉

If your site offers both free and paid plans, then we recommend reading this guide to setting up pricing tables with free and paid plans

If you want members to be on multiple free plans you can create an onboarding process with multiple free plans buttons. If a member clicks on the button for Free Plan A and then Free Plan B, they will have both on sign up.

Option B - Require Everyone to Signup with the Same Plan

plan_id_form.jpg

  1. Place a data-ms-plan:add=”PLAN ID” attribute on your custom signup form.

Anyone who uses this form to create an account will automatically have this plan. Note: You can require users to signup with multiple free plans by separating plan IDs with commas…

data-ms-plan:add="pln_cl44liy2t001w0uj434drfmug,pln_cl44ljbnl001x0uj4ejbcdew7"

Option C - Manually Select While Adding a Member in the Dashboard

Follow this article to manually create a new member

This article will show you how to manually change a member from one free plan to another.

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Comments

1 comment

  • Comment author
    John Matias

    Note: You can require users to signup with multiple free plans by separating plan IDs with commas…

    Does that technique also work with removing free plans? Can we just separate with commas?

    1

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