Managing paid members is crucial for the smooth operation of your Heartbeat community. Whether youâre offering exclusive content, membership perks, or other premium services, having a clear and efficient way to add or remove paid members ensures the best experience for both you and your users.
In this guide, we'll walk through the process of adding and removing paid members in your Heartbeat community, with practical examples and use cases for each action.
On this page:
Navigate to Offers
In your Heartbeat community admin dashboard, go to Offers under the Payments section in the left-hand sidebar. This will bring up a list of all available offers.
Locate the specific offer you want to add a member to. You can see details about each offer, such as the type, active purchases, and total revenue.
Open the Offer Details
Click on the offerâs name to open its details. For example, select General Membership if you want to add a member to that offer.
Once inside the offer, youâll see detailed information, including:
Pricing options per Access Group
The number of active members and their statuses
Here are the sign-up links for different Access Groups associated with the offer. You can copy this and send it to the community members you want to give these offers to.
How to Add Paid Members
Step 1: Navigate to the Members Section
Click on the "Manage Members" tab. This will direct you to the full list of current members, where you can manage and modify their details.
Step 2: Add a New Member
In the Members section, click the "Add Member" button located near the top-right corner of your screen.
Enter the Memberâs Email Address:
In the pop-up window, enter the email address of the person you wish to add to your community.
This could be a new member who has successfully completed a payment outside of your automated system.
Select Membership Tier or Role:
Choose the appropriate tier (e.g., Basic, Premium, VIP) or custom role for this member.
Send Invitation:
Once the details are filled out, click "Send Invitation". This will send an email with a link to complete payment and finalize their membership.
You might use this for promotional campaigns where you offer a limited-time membership to new users.
Member Completes Payment:
The recipient will receive an email with the payment link. After they complete the transaction, they will be officially added as a paid member.
How to Add Members with Payment Exemption
To exempt a member from payment in your Heartbeat communityâparticularly if they've already paid through another platformâyou can add them to the Pre-Onboard Exemptions list. Here's how:
Navigate to Offers:
In your Heartbeat admin dashboard, go to the Offers section under the Payments area in the left-hand sidebar.
Select the Specific Offer:
Click on the name of the offer to which you want to grant the member access.
Add Pre-Onboard Exemption:
Next to the + Add Members button, there's a dropdown menu.
Click this dropdown and select Add Pre-Onboard Exemption.
Enter Member Details:
In the prompt that appears, enter the email address of the member you wish to exempt from payment.
If the offer has multiple tiers or Access Groups, select the appropriate one for the member.
Optional - Let the member know:
After adding the member to the Pre-Onboard Exemptions list, you will need to share the appropriate Sign Up Page with the member. They are not automatically sent an invitation when added to the Pre-Onboard Exemptions list.
How to Remove Paid Members
Step 1: Locate the Member You Wish to Remove
In the Members section, search for the name or email of the member you wish to remove. You can also filter by membership tier or role.
If a member no longer wishes to be part of the community, or their subscription has expired, you may need to remove them to free up space or maintain active member lists.
Click on the Member's Profile:
Once youâve found the member, click on their name or profile to open their detailed view.
Step 2: Remove the Member
In the profile view, locate the "Remove Member" button, typically at the bottom or side of the profile.
You might remove members who have breached community guidelines, no longer wish to be part of the group.
Confirm the Removal:
A pop-up window will ask you to confirm the removal of the member from your community. You will likely have two options:
Deletion: Completely revokes their access and membership.
Deactivation: If you plan to reactivate the account later or if itâs a temporary issue like a failed payment.
Frequently Asked Questions
Can I bulk add or remove members at once?
Can I bulk add or remove members at once?
Yes! Heartbeat now supports bulk actions, allowing you to add or remove multiple members at the same time. Simply go to the "Members" section and use the "Bulk Actions" menu to select members and apply the desired action.
For more details on managing members, filtering, and bulk actions, refer to this guide: Managing Members, Filtering, and Bulk Actions.
What happens if I remove a paid member before their subscription ends?
What happens if I remove a paid member before their subscription ends?
If you remove a paid member before the end of their subscription, they will lose access immediately. It's advisable to notify them beforehand if this is the case, especially if they still have time left in their membership.