Create Members Only Content in Bold Memberships

 Pro-Tip

The purpose of Bold Memberships is to allow access to content on your store website or offline services. If you sell physical products as a subscription, Bold Subscriptions may be a better solution for you. 

Overview

Bold Memberships allows you to offer content on your storefront for customers that signup to a membership plan created from within the app.

You can show or hide the following content:

  • Products
  • Collections
  • Pages
  • Blog
  • Article (Blog Post)
  • Product's Price
  • Product's Add to Cart Button
  • All Blogs
  • All Articles (All Blog Posts)
  • All Pages

You are able to determine the content that appears for customers when creating a membership plan within Bold Memberships on Step 4: Create Rules.

In this article, we are going to go over how you can create members only content for each rule that is available in Bold Memberships. For more information on the setup process, please select a setup guide below.

 Caution

Bold Memberships requires a liquid code installation in order for the Show or Hide content to reflect on the storefront. Please visit Bold Memberships Code Install Instructions for steps on requesting an install or adding the liquid code to your theme.

 


 

Setup

This setup guide will allow you to set individual products that only customers with an active membership will be able to view on your storefront.

Note: Individual variants cannot be selected in Bold Memberships. If a product is selected that contains multiple variants, all variants will be selected.

  1. Create your member only products in your Shopify admin. For steps on creating a product in your Shopify admin, please visit Shopify's article for creating a product on your store.
  2. Once you have created a member only product in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show and Content Type dropdown options, click Select Products and choose the products that you would like to only be visible to members that purchase the membership plan you are creating/editing.

    Select Your Products

  20. After choosing the member only products, select Continue With Selected Products.

    Select Continue with Selected Products

  21. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to set individual collection of products that only customers with an active membership will be able to view on your storefront.

  1. Create your member only collections in your Shopify admin. For steps on creating a collection of products in your Shopify admin, please visit Shopify's article for creating a collection on your store.
  2. Once you have created a member only collections in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select Collection from the content type dropdown.

    Select Collection

  20. Click Select Collections and choose the collection of products that you would like to only be visible to members that purchase the membership plan or are invited to the plan you are creating/editing.

    Click Select Collections

  21. After choosing the member only collections, click on Select Collections.

    Click Select Collections again

  22. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to set individual pages that only customers with an active membership will be able to view on your storefront.

  1. Create your member only pages in your Shopify admin. For steps on creating pages in your Shopify admin, please visit Shopify's article for creating a page on your store.
  2. Once you have created a member only pages in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select Page from the content type dropdown.

    Select Page

  20. Select the page that you would only like members to be able to view.

    Select a Page

  21. To select another page, repeat steps 18 - 20.
  22. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to set individual blogs that only customers with an active membership will be able to view on your storefront.

  1. Create your member only blogs in your Shopify admin. For steps on creating blogs in your Shopify admin, please visit Shopify's article for creating a blog on your store.
  2. Once you have created your member only blogs in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select Blog from the content type dropdown.

    Select Blog

  20. Select the blog that you would only like members to be able to view.

    Select a Blog

  21. To select another blog, repeat steps 18 - 20.
  22. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to set individual articles (blog posts) that only customers with an active membership will be able to view on your storefront.

  1. Create your member only blog posts in your Shopify admin. For steps on creating blog posts in your Shopify admin, please visit Shopify's article for creating a blog post on your store.
  2. Once you have created your member only blog posts in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select Article from the content type dropdown.

    Select Article

  20. Select the article/blog post that you would only like members to be able to view.

    Select an article

  21. To select another article/blog post, repeat steps 18 - 20.
  22. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to only show the price of individual products to customers that have an active membership on your storefront.

Note: Individual variants cannot be selected in Bold Memberships. If a product is selected that contains multiple variants, all variants will be selected.

  1. Create and set the product price that you would like to offer to your members. For steps on creating products in your Shopify admin, please visit Shopify's article for creating a product on your store.
  2. Once you have created your member only products in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select Product's Price from the content type dropdown.

    Select Product's Price

  20. Click Select Products, choose the products that you would like the prices to only be visible to for members that purchase or are invited to the membership plan and select Continue With Selected Products.

    Select your products, then select Continue with Selected Products

  21. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to only show the add to cart buttons on product pages for customers with an active membership will be able to view on your storefront.

Note: Individual variants cannot be selected in Bold Memberships. If a product is selected that contains multiple variants, all variants will be selected.

  1. Create your member only products in your Shopify admin. For steps on creating a product in your Shopify admin, please visit Shopify's article for creating a product on your store.
  2. Once you have created a member only product in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select Product's Add to Cart Button from the content type dropdown.

    Select Product's Add to Cart Button

  20. Click Select Products, choose the products that you would like the add to cart button to only be visible to for members that purchase or are invited to the membership plan and select Continue With Selected Products.

    Select your products, then select Continue with Selected Products

  21. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to show all blogs to customers with an active membership will be able to view on your storefront.

  1. Create your member only blogs in your Shopify admin. For steps on creating a product in your Shopify admin, please visit Shopify's article for creating blogs on your store.
  2. Once you have created your member only blogs in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select All Blogs from the content type dropdown.

    Select All Blogs

  20. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to show all articles (blogs posts) that only customers with an active membership will be able to view on your storefront.

  1. Create your member only articles (blog posts) in your Shopify admin. For steps on creating blogs in your Shopify admin, please visit Shopify's article for creating blog posts on your store.
  2. Once you have created your member only blog posts in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select All Articles from the content type dropdown.

    Select All Articles

  20. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

This setup guide will allow you to show all pages that only customers with an active membership will be able to view on your storefront.

  1. Create your member only pages in your Shopify admin. For steps on creating pages in your Shopify admin, please visit Shopify's article for creating a page on your store.
  2. Once you have created a member only pages in your Shopify admin, proceed into the Bold Memberships admin and select Plans.
  3. Select Create New Plan.

    Note: If you already have a plan created in Bold Memberships, select the gear icon next to a plan, select Edit and then skip to Step 18 below.

  4. Enter a Plan Name.

    Note: This is what customers will see. If you plan to have different plan tiers, make sure to differentiate the titles! (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  5. Enter a Plan Tag.

    Note: This is the tag that will be put on the customer's account, allowing you to easily show/hide certain things to those customers.

  6. Enter a Plan Description.
  7. Select Edit Access Denied Message to change the text (optional).
  8. Select Enable Trial? (optional).
  9. Enter the Trial Length (optional).
  10. Select Enable Email Verification?.

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  11. Enter Cycle Pricing to set the fee for this plan.

    Note: This is how much your customers will pay for this membership upon each billing cycle.

  12. Select a Billing Cycle.
  13. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

  14. Select the Checkmark to add this billing option.
  15. Select Add Billing Option to add another option (optional).
  16. Repeat Steps 12 - 16 until you have added all billing options.
  17. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  18. Select Add Rule.
  19. Skip the Show dropdown and select All Pages from the content type dropdown.

    Select All Pages

  20. Select Save.

After the membership plan has been saved, you can test out the Show rule by inviting yourself to a free membership plan.

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