Overview


Incentivize members to take action by rewarding them with credits and preserve revenue by issuing credits instead of processing refunds.


Manually assign credits to member accounts or give credits to members automatically after signup or an upgrade. Credits take the form of the website’s primary currency and can be used as payment for future purchases on the site.


Easily add or deduct credits from specific members and quickly identify which member payments were made with credits – all from the website’s admin area.


How To Get This Add-On
  1. Websites with the VIP Add-Ons Club automatically have this add-on available: 
    Join The VIP Add-Ons Club
  2. Purchase Individually: Member Credit System Add-On


How Credits work:


  • Available credits will automatically be used for the member’s next payment(s)
  • Credits work for all purchases (renewals, upgrades, lead & post purchases, etc.)


Using the Add-on


  1. Manually add & deduct credits to individual member accounts
  2. Automatically add credits to member accounts after they signup and/or upgrade
  3. Credits from a member's perspective



Manually add & deduct credits to individual member accounts


1. Go to Members > Search Members:




2. Search for the member that will receive or be deducted credits then click on Actions > Payment History:




3. Click on Credits > Add or Deduct Credits:




A pop-up form will open with the following fields:




1. Credit Options: Even after clicking on Add Credits or Deduct Credits this dropdown allows the admin to pick one of these 2 options

2. Credit Amount: Add the numerical value of the credits that will be applied or deducted using the website currency.

3. Internal Note: as an option add a note for internal use, for future reference.



Automatically add credits to member accounts after they signup and/or upgrade


1. Go to Finance > Membership Plans > select the plan > Edit:




Under Sign Ups and Upgrades tab, when scrolled down there will be 5 options to add credits:




1. Display Available Credits Inside Member's Dashboard? : If YES, the member will see the credit balance inside their member dashboard on the billing details page. 

     

2. Reward Credits to Assign After Sign Up: Entering a value greater than $0 will assign credits to this member after successful sign-up.

3. Reward Credits After Successful Membership Plan Change: Entering a value greater than $0 will assign credits that will be added to the member’s account after they change to this plan from inside their member dashboard area.


4. Assign Referral Credits to Members Who Refer New Sign Ups: If enabled, an input field on sign-up pages to enter a referring member's ID number:




5. Credits Assigned to Referring Member: Entering a value greater than $0 will add credits to the referring member's account for new member sign-ups who use the referring member's ID number.



Search for members who have credits


To look for members that have credits available in their profile go to My Members > Search Members > Transaction Type > Credits Available:




Credits from a member's perspective


For the member to see the available credits, the option Display Available Credits Inside Member's Dashboard?  needs to be set to YES in their Membership Plan:



These members will be able to see the number of credits available in their Billing Information:


Log in as a member >Account > Billing Information




As mentioned before:

  • Available credits will automatically be used for the member’s next payment(s)
  • Credits work for all purchases (renewals, upgrades, leads, digital products, post purchases, etc.)


This means that the next purchase that this member tries to process will automatically use the credits available.



Watch this walkthrough video on how they can take advantage of this great add-on:




For help with this or any other questions, feel free to submit a ticket HERE.