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Author: Beka Rice
Building extensions for fun and profit, at WCUS 2024
Kestrel attended WCUS 2024 in Portland, and we’re excited to share what we learned as attendees and sponsors.
Set up WooCommerce memberships with Constellation
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Hooray, you’re here! 🥳 We’re so glad you’ve chosen to build your WooCommerce membership site with Constellation, and we’re excited to help you get started. Concepts Before we talk about setting up Constellation, let’s go over key concepts that will shape your experience. Configuration The best way to get started is to use the onboarding…
Constellation privacy settings
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Constellation adds new settings for erasure requests under WooCommerce > Settings > Accounts & Privacy. You can choose to remove recurring billing (subscription) data during erasure requests, as well as membership records. When a customer requests an account erasure, we recommend you also remove their memberships, as they will no longer be able to log…
Selling WooCommerce memberships with Constellation
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You can sell a membership in a variety of ways! Let’s go through a few common examples to set up a product listing for your membership. Once you’ve chosen the product type, enable “Grant membership access” to select the plan(s) purchasers will gain access to, creating their membership records after the order has been paid…
Creating membership plans to provide access & perks
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Under Constellation > Plans, you can create a plan that will create a set of rules for your membership. This controls which protected content members can access, what discounts they receive, and what email content they’ll receive. All rules are optional! For example, you don’t have to restrict any products, or provide member discounts. When…
Member profiles
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Constellation has profile fields baked in to let your members tell you a bit more about themselves. You can add as many profile fields as you want to, and each field can be used for one or more plans. Access profile fields from Constellation > Configuration > Profile fields. When you add a profile field,…
Managing members & memberships
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The full roster of members on your site is listed under Constellation > Members. Memberships for all plan are listed — so if a member has memberships for multiple plans, they will be listed multiple times. When clicking on a member, you’ll see a more detailed membership page, where you can view profile fields and…
Filtering the member list
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By default, your members list shows all memberships and members on the site. Sometimes it’s useful to only see a segment of members — you can easily do so with the open filters action to create a filtered list of members. Filters can be used to filter your list by plan, status, or memberships that…
Add new members manually
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If you need to add multiple members at once, we recommend reading about bulk adding or updating members. If you want to manually grant access to one or two members, you can use the Add member action from your members list (Constellation > Members). You can choose whether to grant a membership to an existing…
Importing or managing members in bulk
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The best way to create memberships in bulk is to ensure that orders or subscriptions already exist on your site for your members. Importing orders from a previous membership system can be a great way to do this! Bulk creating memberships Once orders or subscriptions exist, with a line item / product that grants membership…