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Plan Configuration

  • jimi
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9 years 2 months ago #77421 by jimi
Plan Configuration was created by jimi
I wish to set up 3 plans e.g.
Free
Paid1
Paid2
Such that subscribers to the Free Subscription only need to enter a username, password and email address, but subscribers to the paid subscriptions need to enter a username, password, email address and postal address. Is this possible ?
We are using OSE at the moment is it possible to import/transfer the OSE members to Membership Pro (will be on a new site)

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9 years 2 months ago #77443 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Plan Configuration
Hi

Such that subscribers to the Free Subscription only need to enter a username, password and email address, but subscribers to the paid subscriptions need to enter a username, password, email address and postal address. Is this possible ?


=> Yes. It is possible. Basically, you these are custom fields and in Membership Pro, you can assign a custom field to any subscription plans you want.

We are using OSE at the moment is it possible to import/transfer the OSE members to Membership Pro (will be on a new site)


=> You will need to find a way to export your subscribers data from OSE to a csv file, then use the CSV import feature to import these subscribers into Membership Pro. For more information about csv import, please see membershipprodoc.joomservices.com/subscr...t/import-subscribers

Regards,

Tuan
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9 years 2 months ago #77563 by jimi
Replied by jimi on topic Plan Configuration
Cheers,
Fortunately it's only abut 400 entries we need to import.

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9 years 2 months ago #77610 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Plan Configuration
OK Jimi. Then it is not a hard work :). Good luck !

Tuan

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9 years 2 months ago #77656 by jimi
Replied by jimi on topic Plan Configuration
I've created a test csv with 2 users and ran the import, apart from a a couple of hiccups (slightly wrong field names) all went well. So looks good for the 400 B)

Jimi

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9 years 2 months ago #77689 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Plan Configuration
Great to hear that :)

Tuan

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9 years 1 month ago - 9 years 1 month ago #79561 by jimi
Replied by jimi on topic Plan Configuration
Imported our users and it all went well,. B)
Some advice for anyone using this method for the first time, spend time getting the CSV correct, make sure the date format on your CSV is correct or it will fail. Needs to be year-month-day (with the hyphens) i.e. 2015-04-11
If you want a subscription to be active put a 1 in the Published column. Any columns you don't want (or need) leave blank.

Jimi
Last edit: 9 years 1 month ago by jimi.
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9 years 1 month ago #79584 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Plan Configuration
Thanks Jimi for sharing the experience. Actually, with the latest version, you are not forced to use Y-m-d date format. But Y-m-d should be recommended

Tuan

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