How to set up Memberstack content gating that actually blocks access to paid report sections?
Hey Memberstack community,
I'm Krys, the CEO at Nakamoto Partners - we provide quarterly compliance reports for financial advisors.
Old State
Sending PDFs to customers that pay per report.
Desired New State
With our recent rebrand and website build (done awfully by me lol, #notadesigner) our aim is to have the simplest possible on-site-only experience for our customers.
Example (theoretically)
- Lands on site
- Picks a pricing option (quarterly vs annually)
- Starts paid subscription
- Unlocks gated content in to each of the 9 areas of a paid report (e.g. beyond this page)
- Has access and use to account things like unsubscribe, logout/in, password reset.
Current status
- In Memberstack I've set up a 'Paid Plan' with two separate prices (see photo1)
- I've entered their respective custom attributes into the buy buttons on my pricing page (see photo2)
- In Memberstack I've input the 'Gated Content' starting url-address (see photo3)
- However, when I go to click in to one of the 9 areas on our latest report page (that should be blocked/gated), it just let's me right in.
- So it's not working as intended.
Things I'm Struggling With
- Fixing the above primary problem.
- Once the above problem is fixed, can it then redirect them to the pricing page if not already paying/logged in.
- Where does an account page come in to allows user to unsubscribe, logout/in, password reset.
- Theres a little 'test mode' at the bottom of my site which I don't understand why it's still there (I'm not in test mode in Memberstack).
Appreciate anyone's help on this and looking forward to interacting with the community more as we roll out our website.
✌️
p.s. I tried following the Memberstack tutorial and using their AI-help-bot, but something must be missing because I still can't get this to work.
Comments
8 comments
Hello,
If you didn't mention you weren't a designer I wouldn't have noticed 😅 your site is looking really good 👏
So, your first issue is caused by a wrong configuration. When creating/configuring the gated content, you need to exclude the domain in the restricted url fields, so instead of putting stars with yourdomain.com/your-gated-content-url, you only need to put your-gated-content-url. First image for reference.
In your gated content you have a required field that would allow to grant access to all members that means for any logged in members, or members from specific plans in case you want to split content for specific plans. Second image for reference
You need to configure a profile page so user can adjust their plan and user settings. Heres the official docs on how to do it. If you have any particular question leave it below
It means your app is not in LIVE mode. Memberstack has two enviroments, test and Live (production). If your site is in test, all your users will be created in the test part (up to 50members are allowed). And also is for testing transactions without having to actually pay. But when you're ready to launch you have to configure Memberstack so that your main domain points to LIVE mode. As it is mentioned in this quick video https://www.youtube.com/watch?v=zU3ycZ_qvno
Hopefully these tips are helpful to you. Happy launching 🚀.
Hi Raquel 👋,
That was so helpful, thank you!
We're now further along thanks to your guidance.
One bit that we're getting hung up on is the forgot password flow.
That component is a 3 step divided in 3 different components. You're only pasting the success component.
You can easily follow this tutorial that explains how it works and install it on your site https://docs.memberstack.com/hc/en-us/articles/7787009388315-Create-a-Forgot-Password-Form-for-logged-out-users
Ok I get that, thanks.
But the 3 step components as visualised in the screen-grab are not correct.
Step 1 doesn't copy and past step 1. It pastes step 3.
And Step 2 and Step 3 components when copied, then both paste Step 2.
Cc. Josh Lopez seems like there's a bug with the components marketplace.
The Forgot password components mentioned above are not being copied as expected. Of 3 different components, one is being copied instead of the others.
Krys Szota sorry about that, the component you're looking to get is found in this component library: https://webflow.com/made-in-webflow/website/no-styling, you can clone the site and copy the reset password components you require into your project.
Remember that Memberstack has multiple components in their libraries, you can always choose a different one and adapt it to your needs
I'll have Duncan Hamra or Julian Galluzzo take a look at this and fix it! Thank you!
Thanks Raquel Lopez. I've sorted that workflow now.
I couldn't find any components for users to cancel a paid subscription. So I copied some data I found in a template.
I added 'data-ms-action=customer-portal' to a button.
When testing it, it did indeed send my test user to the stripe billing page to cancel the paid subscription. However when seemingly cancelling successfully on the test stripe page. It didn't change/update the test-user's profile in memberstack. So they were still classified as on a paid plan and therefore could access gated content.
Is this just a case that the test-flow doesn't simulate it? And if it were a real user then their profile would update accordingly in Memberstack? Or do I need to fix something?
I've just seen there is actually 1 very small indicator if I were to click on that user and then navigate to 'plans & permissions', there is a bit of text. See the red circle I've highlighted.
Is there anyway to make this more obvious? Can a field be added to the main user row section?
When Members cancer their recurring subscription plan, they'll have to wait until their period end so they stop having access to the premium content.
For more detailed insights into your paying users, including billing cycles and cancellation dates, you can check your Stripe dashboard under the Reporting section.
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