A step-by-step checklist to set up and launch your member site successfully.

Before Starting

• Activate a billing plan that supports digital products
• Enable SSL and set it to Secure on your domain
• Consider using Digital product templates for a quick start

Step 1: Create Gated Content

1. Create your member site through the Pages panel
2. Set up pricing plans
3. Add gated content pages
4. Designate a member homepage (first page automatically becomes default)
5. Customize member navigation and paywalls

Step 2: Technical Setup

1. Choose appropriate billing plan
2. Connect payment processor (required for subscription/fixed pricing)
3. Review transaction fees and video storage limits

Step 3: Launch and Promote

1. Add digital product blocks to your sign-up page
2. Create a dedicated sign-up page showcasing membership options
3. Set up customer email notifications
4. Configure membership checkout experience
5. Manage members through the Contacts panel

Essential Management Tasks

• Customize member navigation
• Set up paywalls
• Configure email notifications
• Monitor member activity
• Review membership analytics

Success Tips

• Regularly review and update content
• Maintain clear communication with members
• Monitor payment processing
• Create engaging exclusive content
• Keep member documentation updated

For advanced customization:

• Consult community forums
• Consider hiring vetted experts
• Review membership metrics regularly
• Optimize sign-up process based on feedback

Remember to regularly test the member experience by going through the sign-up process yourself to ensure everything works smoothly.

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