Gravity Press 3.0 now supports the MemberPress Corporate Accounts (sub-account) add-on so that with a single purchase, your business customers can purchase multiple sub-accounts for their employees. Further, we even offer the ability for your customer to dynamically choose the number of sub-accounts they want to purchase in Gravity Forms, which will create that same number of available sub-accounts for that customer.
To properly set this up, make sure that you have installed the following:
- Gravity Forms
- Gravity Press 3.0
- MemberPress 1.3+ (Developer, Plus or Pro editions)
- MemberPress Corporate Accounts Add-on
For MemberPress Corporate Accounts Add-on installation instructions, please check this link.
After you have successfully installed the add-on, you’re ready to create your corporate membership in MemberPress.
IMPORTANT : Before creating your form and setting up your feeds; to properly set up Gravity Press 3.0 , please configure your payment settings in MemberPress as well. Whether you are using Stripe or PayPal, make sure that the MemberPress Stripe webhooks and PayPal IPN URL are integrated correctly. You can do this by going to MemberPress -> Settings -> Payment.
Creating a Corporate Membership
You can create or edit a membership for your corporate members to sign up for. All you have to do is go to MemberPress on your WordPress admin area. Click on Memberships → Add New (you may also edit an existing membership).
After you have created your membership, you can proceed with setting the number of sub-accounts allowed for it. To do this, you will have to click on the Advanced Tab in the Membership Options.
Setting up your membership like this will let your corporate customer add whatever number of sub-accounts you allow to their membership without additional payment. Sub-account members will have the same access to the original corporate (parent) member except for their account and billing information.
Using Gravity Forms for your Corporate Membership
In this example, we will be setting up a simple form. We’ll add the following fields to our form:
- Product – (This should be changed from Single Product to Drop Down or Radio Button) Below are instructions on how to properly set your Product label
- Rename the Product field label.
- Check the box for show values so that it would show both the value and the price of the choices.
- Then, proceed with clicking on the Bulk Add/Predefined Choices – this would allow you to have access to the MemberPress corporate level/s you have already set up as well as their specific ID.
- After clicking on the Bulk Add button, a new box will pop up, scroll down to MemberPress and select the corporate membership/s you’d want to add to your form. Drag your cursor all over those MemberPress corporate level/s and click on Insert Choices.
- Lastly, set up the prices.
- Credit Card – (optional depending on your payment collection method)
- Total Field
- Rename the Product field label.
Setting Up Gravity Press Feed
- Add a new feed. You do not have to add separate MemberPress Field for each MemberPress level you have since it’s already taken care of in the Product field you have previously created. In this example, I choose the field “Choose Corporate Membership” because this was the field label of the Product field I have created. Hit on Update Settings to save the feed.
- IMPORTANT: Under Corporate Accounts Addon Support, make sure that you check the box for : “Enable support for MemberPress Corporate Accounts addon”
- Save the feed and make sure that it is activated.
Setting Up User Registration Feed
Then we can proceed with creating a new “User Registration” feed to register your new users. For more information on how to set up this add-on, please refer to this page or contact Gravity Forms tech support team as this is their support.
- Choose Create User if you want to register the form submitter to your site.
Setup Payment Feed (Stripe or Paypal)
Under PayPal/Stripe Feed settings, make sure that you set the transaction type to Product and Services for one-time payments and Subscription if it’s for recurring payments. The payment amount should also be the amount on your Form Total.
How to Add Sub-Account Members as a Parent Corporate Member
After successfully filling out the form as a corporate (parent) member. You can go ahead and log in to your site account.
After logging in, click on Subscription. You will be redirected to a table with your account and billing information. In the last column, you will see a link for Sub-account.Click on that, and you will be redirected to a page where you can add a sub-account for your current membership.
You may also provide a link to your prospective sub-account members that redirects them to fill out a form to sign up for your current membership.