Once you have created the Membership Portal Template your template should have the following menu options: My Membership, Update your details, Renew or add Memberships and Logout.
Before adding anything else to the Membership Portal check that you have set up the following Process Pages setup:
- A Contact Registration page (for updating basic membership contact details).
- A Membership page (for renewing or adding memberships).
If your template does not have these please create them as follows:
1.Click the + to Add content.
2.Select Summary.
3.Enter a Menu Item Label and enter the Summary information using Placeholders such as the example below:
4.To setup the Update Details option click the + icon again and select Update Contact Details.
5.Make sure you give this option a label and then click the Add button.
6.Add the Membership page you setup earlier.
7.To setup the Renew or add memberships option click the + icon again and select Renew Membership.
8.Make sure you give this option a label and then click the Add button.
9.All Membership Portal pages will need a logout option. Please add one to the portal if it is not included in the template.
10.Make sure that the logout option has a label.
11.Don't forget to click Save and publish when you have finished.