WishList LMS lets admins manually add existing subscriptions. Additionally, you can connect active subscriptions from supported payment gateways to effectively manage your membership site.
This document explains how to add subscriptions manually and shows different ways to do it in different situations.
When to Manually Add Subscriptions
You need to add subscriptions manually when they are active in payment gateways; however, they don’t show up in WishList LMS. Common reasons include:
- Adding subscriptions from outside the WishList LMS;
- Subscriptions are not included in the main import files;
- Individual subscriptions are not needed when a bulk import is done.
For many subscriptions, use bulk import instead of adding each one manually.
Prerequisites
To ensure a smooth process, make sure these requirements are met before adding subscriptions manually:
- Active SSL certificate for secure data;
- Connected the payment gateway in WishList LMS settings;
- Existing user or the ability to create a new user;
- Published membership levels in WishList LMS.
How to Manually Add Subscriptions
The manual subscription process has three easy steps:
Step-1: Add or Verify User Account
For Existing Users
- Navigate to Dashboard > Users in WordPress.
- Find the customer by their username or email.
- Use the username to create a subscription.
For New Users
- Navigate to Dashboard > Users > Add User.
- Fill in the username, email, and password.
- Keep the “Send the new user an email about their account” option checked.
- Select a Role for the user.
- Click the Add New User button.
Step-2: Create Subscriptions Record
- Navigate to Dashboard > WishList LMS > Subscriptions.
- Click the Add New button at the top of the page.
- Enter your subscription details from the payment gateway.
- Make sure the Subscription ID is exactly the same as the gateway record.
- Click the Create button to save the subscription.
Step-3: Add Transaction Record
- Return to Dashboard > WishList LMS > Subscriptions.
- Find the new subscription in the list.
- Hover on the subscription ID to see options.
- Click the “Add Txn” link.
- Fill out the form with accurate payment details.
- Click Create to finalize the transaction. See Creating Manual Transactions in WishList LMS for more information.
New Subscription Configuration
The subscription form has important fields that need to be filled out correctly; therefore, it is essential to ensure all information is accurate.
Required Fields
- Subscription Number: Enter the unique subscription ID from your payment gateway;
- User: Choose a WordPress username for this subscription;
- Membership: Pick a membership.;
- Sub-Total: Enter subscription amount before taxes.;
- Status: Set to “Enabled” for active subscriptions.
Optional Fields
- Tax Amount: Include applicable tax charges;
- Tax Rate: Enter percentage rate (example: 10.000 for 10%);
- Gateway: Choose a payment method;
- Created (UTC/GMT): Match the creation date from the gateway;
- Trial: Check if the subscription includes a trial period;
- Trial Days: Specify trial period duration;
- Fee for Trial: Enter the trial fee, if any.
Granting Access to Protected Content
Subscriptions alone don’t give access to content; therefore, you need to make a full, valid purchase to see protected membership content.
First, create a subscription. Then, add a transaction for the latest payment. This, in turn, gives the customer access to the members-only areas.
Alternative Subscriptions Addition Methods
WishList LMS has different ways to add subscriptions for different needs; additionally, each option is designed to cater to specific user requirements.
Using the Members Page
- Go to Dashboard > WishList LMS.
- Select Members.
- Click Add New.
- Fill in the member’s details.
- Click the Create button.
This method is best for:
- Adding users without an existing WordPress account;
- Giving temporary or free membership access.
Creating Manual Transactions: You can create one-time memberships for existing WordPress users who need temporary access; however, this setup should not include automatic renewals.
Bulk Import Process: You can add multiple subscriptions at once using the bulk import feature; however, make sure to check the requirements, as the steps differ for recurring and one-time payments.