Use this guide to configure memberships using MediaOS tools. These features help centralize member data, create paid subscription models, and showcase business listings across publication sites. #
Membership Setup #
Step 1: Define Membership Tiers #
Membership tiers define the levels of access or benefits a user receives. These could include offerings like Gold, Platinum, or Subscriber.
- Navigate to System Settings > Members > Membership Tier Types.
- Click + New Tier to create tiers such as Default or Subscriber.
- These tiers can control access to gated content, pricing, or exclusive offers.
Step 2: Create Membership Types #
Membership types link to actual subscriptions or access models.
- Go to Members > Membership Types.
- Click + New Type and define the membership (e.g., Kokomo Magazine Subscription, Directory Listing).
- Choose Issue-based (e.g., 12 issues/year) or Time-based (e.g., annual).
- Link to a specific Publication if applicable.
Step 3: Build Member Products #
- Navigate to Members > Sales > Products.
- Click + Member Product and enter:
- Product Name (e.g., Subscription to Kokomo Magazine)
- Description and optional image
- Product Type: Membership
- Tie it to a Membership Type
- Define quantity (e.g., 12 issues)
- Save the product.
Step 4: Configure Offers and Pricing #
Offers define pricing models for the products you created.
- Go to Sales > Offers > + Offer
- Enter:
- Offer Name (e.g., 1-Year Subscription to Kokomo Magazine)
- Visibility (active, hidden, or account-restricted)
- Pricing tiers and discounts
- Optional: Auto-renewal settings and promo codes
- Assign the corresponding Product.
- Save the offer.
➡️ Tip: Turn on Auto-Renewals to reduce churn and simplify member retention.
Website Integration #
Step 1: Add Your Website #
- Go to Websites > New Website
- Enter the name and domain (e.g., townpost.com/kokomo)
- Add Super Admin WordPress credentials.
- Install the MediaOS Plugin (provided via .zip file upload).
- Connect the site.
Step 2: Embed Offers #
- Go to Sales > Offers > Embed in Website
- Copy the embed code and paste into your WordPress page or sidebar.
- Choose between:
- Individual Offers
- Full Store Embed (all offers)
➡️ Note: Full store embeds show all offers. To feature only select offers, use individual embeds.
Subscriber / Membership Imports #
Format CSV for Import #
Required fields for import:
- First Name
- Last Name
- Issues Left
- Copies
➡️ Tip: Separate CSVs by publication or clearly label them with a Magazine column.
To import:
- Click on Your Profile Picture in the Bottom Left > Import > Memberships
- Upload CSV and map fields
- Choose whether to add or renew based on duplicates
➡️ Note: You can manually map columns during import, and there’s no need for exact header names.
Automation & Renewals #
- Set issues remaining when importing legacy subscribers (e.g., 7 to end the year).
- Use automations to email members when nearing expiration.
- Automations can trigger:
- Renewal reminders
- Special offers
- Conversion prompts from free to paid
➡️ Note: MediaOS supports mailing integration for one-time postcards or physical outreach if no emails exist.
Payment Processing #
- Click on Your Profile Picture in the Bottom Left Corner > System Settings > General Settings
- Search Payment Gateways
- Under Member Invoices select the payment processor you would like Membership Revenue processed with
Summary #
To Get Started:
- Integrate Your Website with MediaOS
- Select Your Payment Processor in System Settings
- Set up Membership Tiers & Membership Types first
- Then configure Products and Offers
- Import Subscriber CSVs once ready for import
- Embed Your Store on your Website
Let’s keep it simple. Start small. Grow smart. 🌱
For more help, reach out to your MediaOS rep or check out our companion video walkthroughs.
