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5 Best WordPress Staff Directory Plugins with Lots of Customization

Are you looking for the best WordPress staff directory plugin to create a fully functional and customizable front-end staff directory for your business? If yes, then stick around as we walk you through everything you need to know about a staff directory before reviewing the 5 best WordPress staff directory plugins out there.

What is a WordPress Staff Directory Plugin?

A staff directory plugin is simply a member directory plugin that lets you create a staff directory for your organization. Just like you keep a hard copy of your staff directory or have it saved as an excel file, a staff directory plugin would help you create a staff directory right on your WordPress website.

Depending on the plugin you use and the kind of functionality it brings to the table, you can display all kinds of information about your staff members that you want.

If you’re looking to create a staff directory for your organization, then you should definitely go through our recommended WordPress staff directory plugins since they offer a lot of benefits like the ones we have discussed below.

Why Do You Need a WordPress Employee Directory Plugin?

A staff directory plugin can not only replace or serve as an alternative to a hard copy of your staff directory, but also offer many other benefits. For example, unlike a hard copy, a plugin-created staff directory on your WordPress website can never be lost.

Some of the important reasons for which you might consider using a complete, functional WordPress staff directory plugin include:

  • A staff directory on your site helps customers or clients build a connection with your team or employees, which is very important for an online business;
  • It helps build trust and earn credibility with your business;
  • Comes in handy internally as well since you can find all staff information in one place;
  • Way easier to update than a hard copy or even an excel file, as you will find it way easier to modify information or make changes;
  • Makes it incredibly easy to keep things organized and handy;
  • You can add or remove information fields any time, allowing you full control over what information you want to share about your staff with changing requirements of your business;
  • Depending on the plugin you choose, you will have search functionality in your staff directory, allowing clients and other staff members to find any information they want quickly and conveniently.

However, a lot depends on the staff directory plugin you choose. They all come with different features and functionalities.

Features to Consider When Choosing a WordPress Staff Plugin

So here’s a look at some of the most important features to look for when choosing the right employee directory WordPress plugin.

Customization Options

The ability to choose what information to include and what to leave out is crucial for a staff directory. There may be certain users or user roles you may not want to display on the staff directory. In fact, you may have set up a user role for employees on your WordPress site and may only want to display that particular user role and leave out all the others.

Similarly, the ability to add extra fields or remove certain fields is important too. This gives you a lot of flexibility if you want to display more information about your staff members other than the basic details like first name, last name, and email.

Pagination

With the right WordPress staff directory plugin, you can also control how your directory looks and functions.

You can set the number of users per page, the sorting criteria and order, and other display rules related to the profiles of the staff members.

Search Functionality

The beauty of a functional staff directory on your WordPress website is that you can let other users search any user or information about a particular set of users easily. Of course, you do need to have the right WordPress staff plugin for this functionality to work properly.

The best WordPress staff directory plugins we have reviewed below will let you have complete control over how your directory’s search function works, how the search results appear, the kind of filtering options you can set, and more.

Integrations

For some WordPress websites running other popular user functionality tools, the ability to integrate those tools with their WordPress staff plugin would be important.

This helps combine the user-related data from different tools into one place, so that you can get a complete staff directory and visitors searching for information would find everything in one place.

Best WordPress Staff Directory Plugins

So now that we have all the basics covered, let’s jump into reviewing the 5 best WordPress employee directory plugins that offer all the customizations and functionalities you will need when creating a staff directory for your organization, while covering different sets of requirements.

1. Profile Builder Pro

Profile Builder is the best user management plugin out there. It comes with a wide range of functionalities and customizations that will not only help you create an employee directory exactly the way you want it, but also allow you to manage and control every aspect of user management on your WordPress website.

You can follow our in-depth guide to setting up a member directory using Profile Builder.

Here’s a quick look at some of Profile Builder’s highlighting features when setting up a staff directory on your WordPress website:

  • The ability to choose which user roles to include in the directory;
  • A lot of pagination and templating options;
  • You can set up the search functionality exactly the way you want, with lots of customization and filtering options;
  • Completely customize the overall user listing template as well as the single user profile template;
  • Integrates perfectly with bbPress, BuddyPress, and WooCommerce.

Control and Pagination

You can choose as many or as few user roles as you like to be displayed in the staff directory. And doing so is as simple as ticking a few checkboxes.

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Control over what user roles to display

Then come the pagination options. Again, there’s a lot you can control thanks to the flexibility the pagination features offer—the number of users per page, sorting order and criteria, as well as the avatar size.

In fact, you can choose two different avatar sizes for the same directory, one to be used with individual user listings and the other when the listings are displayed in the staff directory as a whole.

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Pagination in Profile Builder Pro

In addition, the last option in the image above would allow you to restrict non-logged-in users from accessing the staff directory. By default, all users are allowed to access it.

Search and Filter Functionality

And now here’s a look at Profile Builder’s search functionality as a WordPress staff plugin.

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Search for staff directory

If you also run WooCommerce on your site—like us—you will see a whole lot more search options for WooCommerce specific information as you can see in the image above. If you have also created custom user fields using Profile Builder’s Form Fields add-on, then those will be shown here as well.

What’s more? You can also let visitors search for users using different faceted menus or filtering criteria based on these search options.

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Filtering options in staff directory

Templating with Integrations

Profile Builder also offers a one-of-a-kind templating system where you can simply use the ready-made code snippets to make any changes you want to how your staff directory is templated.

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Customizable staff directory listing template

The all-userlisting template also allows customizing the template using sort tags that you just need to pick from the right side of the table.

Similarly, you can also make changes to the single-userlisting template. You can add any additional field you want by picking the code snippet from the right and adding it to the template.

It also allows you to add custom field options that you may have created using the Form Field section.

Your directory visitors would be able to find all staff-related information in one place with Profile Builder Pro, thanks to its integrations with WooCommerce, bbPress, and BuddyPress. You would also have code snippets for these tools that you can add to the template in the same way as we explained above.

User Management

Again, Profile Builder is much more than just a WordPress staff directory plugin. It’s a complete user management plugin and also offers other important features, such as:

Price Point

While a free version of Profile Builder is available at WordPress.org, the staff user directory functionality and other premium features are only available with the Pro versions. The premium versions come at two different price points, to fit most users’ needs, and both come with 1 year of support and updates.

If you’re looking to build a fully customizable staff directory while also looking to set up other areas of user management, then Profile Builder Pro is a no-brainer.

Profile Builder Pro

Set up an advanced staff directory and also control every other area of user management on your WordPress website with Profile Builder Pro.

Get the plugin

Or download FREE version

2. Staff List

Staff List is a user directory plugin that’s specifically designed to create a staff directory on your WordPress website. You can quickly create a basic staff directory with the help of their Quick Start functionality.

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Basic staff directory with Staff List

Customization Options

You can customize a lot of things for pretty much every element, including the staff page layout, design, single-page layout, the way the user profile images are displayed, and social media icons that are displayed with the user profiles, all with the free version itself.

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Customizing staff directory layout in few clicks

Staff List goes deep with customizations as it offers some customization options for each of the staff user fields, control over where the fields are displayed, as well as styling the fields.

Pagination and Templating

You will also find many pagination and templating functionalities to play around with. You can set the records and number of page links, choose the color, font size, as well as modify their design elements.

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Pagination options with Staff List

In addition, you can also control the field order for the staff directory and single profile pages. You get to choose from 3 different sorting options as well.

Finally, this is how a basic staff directory (with no staff images added) designed with Staff List’s free version looks like, without much customization at all:

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Final listings with Staff List

All said and done, however, Staff List is not for users who aren’t very tech-savvy, especially if you want to make a lot of customizations. And that’s simply because its advanced features can be a bit too much for beginners to understand and use the right way when building a large member directory.

Price Point

While the free version allows you to create a basic staff directory, it comes with a big limitation as there’s no search functionality. In other words, if you have more than a few staff users, it won’t make sense to use the free version.

The free version is also limited in some other ways, including no layout options being available and limited data fields, among others.

The Pro version of Staff List has a mid-range price point and includes free lifetime updates but only 12 months of support.

3. Business Directory Plugin

The Business Directory Plugin by the Business Directory Team is a simple WordPress directory plugin that can be used to create a staff directory. Unlike Staff Directory, it does offer search functionality even in the free version.

Customization Options

We really like that the form fields are completely customizable, even in the free version. You can add new fields as well as edit or remove the default fields.

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Customozation options in Business Directory Listings

There’s a wide range of input options even when adding new fields.

Pagination and Templating

You can control how many results appear per page, whether the listings are opened in a new tab when clicked, and set featured listings as well.

The same goes for the additional features they have put as buttons as well. You can turn off certain buttons on your staff directory that you don’t need.

There’s not much you can do to change the look of your directory, though. However, this plugin does let you change the sorting order, as well as the default way in which they are ordered.

The search functionality also works well and allows users on your site to search using different parameters. You won’t find much in terms of filtering options though.

Listings and Integrations

Finally, this is what a listing created with this plugin looks like:

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Final listing with Business Directory Listings

Not the most aesthetically appealing but works well for users who need small staff directories.

As far as integrations are concerned, you won’t find any popular user-related plugins like BuddyPress, but it does integrate with some technical plugins like NavXT Breadcrumbs and WP-PageNavi.

Price Point

Regarding pricing, the Business Directory Plugin is at the most affordable and the most expensive option on this list, both at the same time. The plugin comes with a wider range of tiers and prices, which makes it suited to many pockets.

However, Business Directory Plugins is designed to set up directories where users pay to get listed as a business. And for a staff directory, you’ll most certainly not going to want that.

Which is why you’re likely not going to need any of the plugin’s Pro versions, since they are all designed to offer additional features that a staff directory may not need.

4. Connections Business Directory

Connections Business Directory is another popular WordPress staff plugin. While it’s not specifically designed to be a staff directory plugin, it can get the job done if you’re only looking to set up a simple staff directory.

You don’t get a lot in terms of customizations and just have to choose from one of the few default templates you get in the free version. However, you can purchase the Pro pack for templates starting at $59.99 for a single site.

You can create as many different categories as you want for your staff directory. Similarly, you can add new fields for your listings as well as remove the default fields, so you do have a good bit of control there.

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Filed customization for staff directory

In addition, you can change the order of your fields in the Settings menu.

You can also control what fields can be used to perform a search within your staff directory.

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Search control in staff directory

A pretty nifty feature, however, is the ability to export or import your staff listings from a CSV file. This can be a very handy functionality for users who have a very large list of staff members saved in a CSV file and want it exported into their WordPress website.

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Import and export staff listings

With the default templates, the listings come out pretty simple and aren’t very appealing to the eye. However, if you’re looking for a free and simple WordPress staff directory with no bells and whistles then the Connections Business Directory plugin may fit the bill for you.

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Final listing with Connections Business Directory

It integrates with popular WordPress SEO plugins Yoast SEO and Rank Math, but no user activity plugins like BuddyPress.

Price Point

You can get pretty much everything you want to set up a simple staff directory for free, but they also sell premium extensions that are pretty fair-priced.

5. ProfileGrid

ProfileGrid is a very different staff directory plugin option on our list since it goes well beyond being just another WordPress directory plugin. It’s designed to help you set up a kind of social network within your own little community, which in this case, would be your staff.

Of course, it would not be an ideal option for every organization. But it may appeal to users who do fancy the idea of turning their staff community into a small social network.

Key Features

Here’s a quick look at its most important features:

  • You can create user groups, each functioning as a separate, individual group with different user fields and settings;
  • Frontend user profiles categorized into different groups, with the option to add them to multiple groups as well;
  • Each user group can basically be turned into a staff directory of its own;
  • Allow social activity between your staff members through their groups, including private messaging, adding as a friend, submitting and sharing blogs, assigning the manager as the moderator, and so on.

User Groups and Templates

ProfileGrid would create a default user group for you and put all registered users into that group.

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Default user group in ProfileGrid

The users get their own profile page where they can edit some details, but there’s not much in terms of customizations. There are some basic pagination options, like the number of users per group page or user directory page.

ProfileGrid offers many different user profile templates to choose from, but there are no options when it comes to the overall directory template as a whole.

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Final staff listings with ProfileGrid

You also have some sorting-related features like with most other plugins, but that’s pretty much it in terms of staff directory plugin functionality.

Other Features and Integrations

There are also some other different sets of features like user login and logout redirects, though. All said and done, however, ProfileGrid would only be a suitable option for an organization with a close-knitted staff.

It does come with many integrations, but all but one of them are unrelated to setting up and managing a staff directory. While it does integrate with bbPress, the integration doesn’t exactly work in the way it should for a member directory either.

If you’re looking to set up a large staff directory with a more professional appeal, you would want to consider some of the other options out there.

Price Point

Again, you would get the core features in the free version of the plugin. However, if you want to develop a more advanced social community for your staff members, you can go for one of their premium versions, depending on your needs and budget.

But What’s the Best WordPress Staff Directory Plugin?

Using multiple different plugins for handling different user management tasks on your WordPress website is not a good idea. It doesn’t only make running your website a much more complicated job than it needs to be, but it would also pose several technical challenges such as a slower site speed (due to more plugins being used on your site), making your site more vulnerable to security attacks and more.

This is one important reason you should choose Profile Builder Pro over the other options. It offers every type of customization and functionality you need to set up large and advanced staff directories, while also coming with a wide range of other functionalities that make your entire user management a breeze.

Profile Builder Pro

Profile Builder Pro is an all-in-one user plugin that would allow you to set up functional staff directorites with ease while also offering tons of other useful functionalities.

Get the plugin

Or download FREE version

Do you have more questions on the best WordPress staff directory plugins out there? Let us know in the comments below!

The post 5 Best WordPress Staff Directory Plugins with Lots of Customization appeared first on Cozmoslabs.


How to Start a Mastermind Group in WordPress

Building an online business from the ground up is difficult, to say the least. One way to ease the burden is by teaming up with like-minded people to start a mastermind group.

For those unfamiliar, a mastermind group consists of a group of like-minded individuals who are working towards a similar goal and earning money along the way.

Sounds great, right?

In this article, we’ll explain what a mastermind group is and what it’s used for. We’ll also share some examples of popular mastermind groups to see what they did right. Finally, we’ll show you how you can start a mastermind group in WordPress using Paid Member Subscriptions and optionally, Profile Builder Pro.

What is a Mastermind Group?

First things first, what even is a mastermind group?

In simple words, a mastermind group is a group of people who have the same ideas and the willingness to work towards a similar, common goal.

Some examples of mastermind groups include:

  • People get together to reach a fitness goal (a goal weight, building muscle, or getting proficient at callisthenics);
  • College students who are all looking to clear an exam (GMAT, GRE, LSAT, TOEFL, or IELTS) and get admissions;
  • A group of people that want to bring change in the world (by planting trees or cleaning up the oceans);
  • Website owners that want to learn about SEO best practices and implement them on their sites.

In this way, a mastermind group is a kind of membership program. A group of people working towards a common goal, discussing ideas, and sharing information with one another along the way.

The best part about it is that all members support each other. There might be a select few people who guide the conversations and discussions but the mastermind group is focused on all members equally.

Benefits of Starting a Mastermind Group

Getting advice and support from peers is a great way to solve problems and accomplish goals. This is the main reason why many people consider starting or joining a mastermind group.

Here are some other notable benefits:

  • Get feedback that counts.The great thing about starting a mastermind group is that all members can get access to constructive feedback that will help them solve their problems. Members become a part of a community that lives and breathes what they’re most interested in.
  • Easy access to resources. When like-minded people get together to achieve a common goal or solve a problem, you can bet there will be a large resource hub for everyone to tap into. This way, each member can take advantage of high-authority resources, tools, guides, and techniques that would otherwise have been difficult for them to find.
  • A great support system. Members of a mastermind group can organize regular check-ins and set up an accountability system so everyone has an easier time staying focused.

Aside from this, a mastermind group allows people from all over the world to join and participate in discussions. This means your members can be anywhere and still get access to all resources.

List of the Most Famous Mastermind Groups

If you’re thinking of starting a mastermind group, you should start by looking at examples of mastermind groups that are doing it right. This gives you a better idea of how successful mastermind groups work and what you can do to make yours successful from the get-go.

Eccountability

Eccountability is an online mastermind group for digital entrepreneurs where people can create their profiles by entering information about their industry, company size, and goals. They’re then matched to groups with similar profiles. Members video conference regularly from anywhere across the world.

Live for Livin

Live for Livin is a mastermind group where executive women find a balance between work and life and gain their time back. It’s designed to help women connect with other working women and find ways to scale while maintaining success.

War Room

War Room is a mastermind group where the top entrepreneurs and marketers go to share strategies. The group has a private social network for members to meet, discuss ideas, and share opinions.

How to Start a Mastermind Group in WordPress

Let me show you how to start a mastermind group in WordPress!

For this tutorial, you’ll need a WordPress site along with the Paid Member Subscriptions plugin and optionally, the  Profile Builder Pro plugin for extended functionality.

In this article we’ll use the Paid Member Subscriptions plugin to create subscription plans and restrict access to content and we’ll use the Profile Builder Pro plugin to display a member’s listing on the front-end.

Step #1: Install and Activate the Plugins

Installing Paid Member Subscriptions

If you’re only looking to test out the waters with a minimum viable product (MVP), you can easily use the free version of the Paid Member Subscriptions plugin which is available for download at WordPress.org. And, when you’re ready to take things further, you can upgrade to the pro version – more on this later.

Paid Member Subscriptions Pro

The best WordPress plugin to start a mastermind group.

Get the plugin

Or download FREE version

So, after you download the plugin files, go to Plugins → Add New from the WordPress admin panel and upload them to the meta box. Activate the plugin once it’s installed.

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Open Set up wizard

Once that’s done, you’ll see a new Paid Member Subscriptions menu item in the sidebar. Navigate to Paid Member Subscriptions → Basic Information and click the Open Setup Wizard button. The Paid Member Subscriptions plugin will do the basic mastermind site setup for you!

The plugin automatically creates the Registration, Login, Account, and Reset Password pages in WordPress. In addition to this, it also sets up other essential settings as well as payments. This is particularly useful if you intend on charging for access to your mastermind group.

Installing Profile Builder

If you don’t plan to showcase your mastermind group members on the website, not even on a private page that would only be visible to the members themselves, you can skip this step and jump right into creating your subscription plans. However, doing so helps create a better sense of community within your mastermind group, helping members get to know each other and build trust.

Again, if you simply want to set up an MVP mastermind group, you can get away with the free version of the Profile Builder plugin which is available for download at WordPress.org.

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Install and activate Profile Builder

And, whenever you’re ready to take things further, you can get the full version of Profile Builder Pro and its add-ons by purchasing a license.

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Download Profile Builder Pro

Download the plugin’s .zip files and install the plugin on your WordPress site. Make sure to activate the plugin after it’s done installing.

Step #2: Create a Paid Mastermind Subscription

The next step is to create mastermind subscription plans or tiers.

To do this, go to Paid Member Subscriptions → Subscription Plans and click the Add New button. You’ll see the subscription plan setup screen.

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Subscription plan for a mastermind group

Here, you can enter a title for the subscription plan and a short description explaining what it includes. In addition to this, you can also enter the Duration, Price, and Sign-up Fee.

The plugin also lets you offer a Free Trial and set mastermind group re-subscription options using the Renewal dropdown menu. Finally, you can assign members a User role once they subscribe to the plan.

Click the Save Subscription button to continue.

Repeat this step to create as many subscription plans or tiers as you’d like for your mastermind group.

Step #3: Restrict Access to Mastermind Groups

If you already have content on your website for mastermind group members only, you can head over to the edit page (or post) screen to restrict access to it. Your mastermind group content can be anything from video conferencing schedules and check-in calendars to discussion boards and resource hubs.

Thankfully, the Paid Member Subscriptions plugin makes it incredibly easy to restrict access to content on your WordPress site. Here’s what you need to do.

From the edit page screen, scroll down to the Content Restriction meta box. You can choose the Type of Restriction you want to apply under the Display Options section. The available options include Message, Redirect, and Template.

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Content restriction options

Next, you can select the subscription plan members should be subscribed to in order to access this page using the Display For option. You can select multiple subscription plans if you’d like.

Click the Update button to continue.

👉 Here’s a detailed guide on how to set up private pages for your mastermind group subscribers if you would like a more in-depth view.

Step #4: Showcase Your Mastermind Group Members on the Front-End

Using the Profile Builder Pro plugin, you can showcase a list of members on the front-end.

Profile Builder Pro

The best mastermind group plugin for your WordPress site.

Get the plugin

Or download FREE version

This is a great way to encourage more people to join your mastermind group. Alternatively, you can choose to keep it private (using the Paid Member Subscriptions plugin’s content restriction option).

To create the user listing, go to Profile Builder → Add-Ons to activate the User Listing add-on.

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User Listing add-on

Click Save Changes to continue.

Next, go to User Listing → Add New to create a new user listing for your mastermind group. Give it a title and select the Roles to Display. You can also configure other settings from the same screen such as Number of Users/Page, Default Sorting Criteria, Avatar Size, Visibility, and more.

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User Listing settings

Click the Publish button to continue. You’ll see a shortcode in the Form Shortcode meta box.

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Mastermind group user listing shortcode

Copy this to your clipboard and paste it on any page you want to display the mastermind group user listing on.

Create Your Mastermind Group in WordPress Today

By starting a mastermind group, you can build a community of like-minded individuals, share ideas and resources, and help people solve problems and reach their goals.

Paid Member Subscriptions and Profile Builder Pro make it easy for just about anyone to start a mastermind group and start earning passive income.

You can use the Paid Member Subscriptions plugin to create subscription plans or tiers and restrict access to members-only content. And, the Profile Builder Pro plugin lets you display a user listing on the front-end.

In addition to this, you can also use Profile Builder Pro to:

Ready to start a mastermind group? Get Paid Member Subscriptions and Profile Builder Pro today!

Paid Member Subscriptions Pro

The best WordPress plugin to start a mastermind group.

Get the plugin

Or download FREE version

Do you still have questions on how to start a mastermind group in WordPress? Let us know in the comments below!

The post How to Start a Mastermind Group in WordPress appeared first on Cozmoslabs.

How to Create and Use a WooCommerce Login Shortcode

Many WooCommerce store owners want to create a login page on their site using a WooCommerce login shortcode. However, while WooCommerce does provide shortcodes for easily creating many different pages, it doesn’t offer a direct shortcode that allows you to create a login page on your WooCommerce store.

And this is again where a plugin comes to your rescue. You can easily use Profile Builder, the best registration and login form plugin to create and use a WooCommerce login shortcode.

The Need to Create a WooCommerce Login Shortcode

Just like shortcodes for other pages, a WooCommerce login shortcode would allow you to create a WooCommerce login page.

Here are some important reasons for needing a reliable plugin to create a WooCommerce login shortcode:

  • Allowing users to login into their account where they can find all their information in one place;
  • Creating a restricted area that can only be accessed by logged-in users;
  • Offering a login functionality is crucial to building a loyal customer base on your store;
  • Making the purchase journey much easier since users will be able to log in before checking out so that they don’t have to fill up all their purchase details again when they come back;
  • It would also increase the conversion rate on your store since users would be able to add products to the cart and checkout later when they log back into their account.

There are many other reasons too, but we are sure you already get the idea. So let me now move on to discussing how you can create a WooCommerce login form shortcode using Profile Builder.

Profile Builder Pro

Creating fully customized login, registration, and other important pages on your WooCommerce store is a breeze with Profile Builder.

Get the plugin

Or download FREE version

Creating a WooCommerce Login Page Shortcode

Creating a WooCommerce login form shortcode using Profile Builder is a breeze. You just need to follow a few simple steps to build a fully customizable login form and then place it wherever you please on your WooCommerce store.

You will need to purchase one of the Pro versions of Profile Builder to create a WooCommerce login shortcode that lets you build customizable WooCommerce login forms. The Pro versions of the plugin come with the WooCommerce Sync add-on, which automatically adds customer billing and shipping fields to your registration and edit-profile forms.

Profile Builder Pro lets you create fully customizable registration, login, and other user-related forms on your WooCommerce website, as well as manage other areas of user management seamlessly. It’s the best investment you can make into the user management of your website.

So go ahead and purchase it here. Then log in to your Cozmoslabs Account and download the plugin file for Profile Builder Pro as you can see in the image below.

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Now click on the other option, Addons Download. You will find that the first option itself is the Pb Add On WooCommerce, which is what you need to download for your WooCommerce store.

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Download WooCommerce Sync add-on

Now go to your WordPress dashboard and click on the Add New option under Plugins. Next, click on the Upload Plugin button at the top, and either drop or browse and upload the plugin file you just downloaded.

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This is how you upload a plugin

Finally, click on the Install Now button, and once installed, the Activate button. Now Profile Builder Pro is up and running on your site.

Repeat the same process to install the WooCommerce Sync add-on as well.

While Profile Builder automatically creates registration, login, and other user-related pages, you also get shortcodes for each of those pages.

The WooCommerce login shortcode is [wppb-login]. You can use this shortcode to create a login page on your WooCommerce site anywhere you want. The page will look something like this:

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WooCommerce Login Page Shortcode Preview

Creating Other Important WooCommerce Shortcodes and Pages

Creating a login page using the WooCommerce login form shortcode is an important step toward building a solid user base for your store. However, there’s a lot more you can do in order to provide the best and smoothest user experience on your WooCommerce store.

WooCommerce Register Shortcode

You can’t have a login page without having a registration page on your WooCommerce store that allows visitors to register on your site. So if you don’t already have a registration page, you’re going to need a WooCommerce login registration shortcode to crate one.

In other words, you’re going to need shortcodes for building both a login and a registration page on your WooCommerce site.

Of course, Profile Builder easily allows you to build a registration page as well, and the WooCommerce registration shortcode is [wppb-register].

You can not only use the WooCommerce login register shortcode to build login and registration pages, but also customize the registration page the way you want.

Customizing Your WooCommerce Registration Page

You can also easily customize your WooCommerce registration page using Profile Builder. Click on the Form Fields option under Profile Builder and you will find all the fields used in your login form.

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Form Fields with Profile Builder

While all fields can be edited, some permanent fields cannot be deleted, such as Username or Password.

You can also add new fields by selecting a field option from the wide range of input options and standard fields available, putting in the required details, customizing the field, and then clicking on the Add Field option.

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Adding custom fields to forms

And as we explained above, the billing and shipping fields will be added to your registration form by default when you download and activate the WooCommerce Sync add-on plugin. This way you get a perfect standard WooCommerce registration page right out of the box that you can later customize to your needs.

WooCommerce Password Recovery Shortcode

Now, because forgetting passwords is in our human nature, we recommend always creating a way for your users to recover their passwords just in case they need to.

In order to create a password recovery page on your WooCommerce store, all you have to do is paste the [wppb-recover-password] shortcode to add a frontend recover password form to a blank page.

The next step is to give the visitors easy access to this page, right from the login form. For this, you’ll need to use the lostpassword_url argument within your initial login shortcode, like so:

[wppb-login lostpassword_url="/recover-password"]

Note how the first part of the code is still the login shortcode, followed by the lost password argument and then the URL of your password recovery page.

And since we’re on the topic, another pro-tip for your WooCommerce login page would be to also include a way for your new users to access the registration page right from the login page. For this, you can use the register_url argument. Now, your WooCommerce login shortcode should look something like this:

[wppb-login register_url="/registration" lostpassword_url="/recover-password"]

Paste this on your WooCommerce login page and now your visitors will not only be able to log in from here, but also recover their passwords or register a new account.

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WooCommerce login page with password recovery and registration links

WooCommerce Social Login

Making users log in using their credentials involves some amount of friction. So, this is where social login comes in.

Profile Builder Pro also comes with the functionality that helps you implement social login on your WooCommerce store. Users can then log in to their account using just one of their social media profiles, including Facebook, Google, Twitter, and LinkedIn.

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WooCommerce login page with social login

You need to download and activate the Social Connect advanced add-on just like WooCommerce Sync. You can find all the steps you need to follow in our post on WooCommerce social login.

Basically, you just need to get the API keys of your accounts on these social platforms and put them into the Social Connect add-on. We also have detailed documentation on retrieving this information that you can find through the post we linked to above.

Implementing social login on your WooCommerce store is a great way to boost conversions, improve user experience, and ensure a better level of customer retention.

WooCommerce Logout Shortcode

Again, if you have a registration and login page on your WooCommerce site, it’s necessary to have a logout page as well. Profile Builder comes pre-installed with both the WooCommerce login and logout shortcodes, so all you need to do is take the logout shortcode and put it into a page.

The WooCommerce logout shortcode is [wppb-logout]. Once you create a page using this shortcode, logged-in users on your WooCommerce site will see a link to log out on the front end.

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WooCommerce logout

Other Important Pages

Profile Builder is a complete user management plugin. In addition to login, registration, and logout pages, it also allows you to create a user edit profile page and a restrict content page all using premade shortcodes that can be found here.

Assuming you’re going to get the Pro version of Profile Builder for getting a custom-tailored WooCommerce login shortcode, you would also get a user directory shortcode that you can use to create a functional, customized member directory.

Redirect Users After Login

Once you have the login functionality up and running on your site using Profile Builder’s WooCommerce login page shortcode, you need to put some thought into where to land the users after login.

After all, simply letting them land on their ‘my account’ page would do you no good. You need to make sure they are redirected to product-focused pages on your store that can help you increase sales.

And Profile Builder offers this functionality as well. You need to activate the Custom Redirects pro add-on from within the Profile Builder menu on your WordPress dashboard.

This would allow you to redirect users based on username or user ID, user role, as well as global redirects set up for redirecting all users in general. You can follow our tutorial on redirecting users after login in WooCommerce.

Redirecting users to the right pages will help you get the most out of implementing login functionality on your site using Profile Builder’s WooCommerce login shortcode.

Create a WooCommerce Login Shortcode Today

Profile Builder Pro will help you fill many gaps that WooCommerce leaves by default. You can do a lot more than just creating a WooCommerce login shortcode to build a front-end login page for your store.

You can also build other important pages, including a fully customizable registration page using the WooCommerce login register shortcode.

Similarly, you can restrict premium categories on your WooCommerce store, redirect users after login and registration, allow users to manage their profile, build a member directory, manage user roles, and control every aspect of user management on your site.

Profile Builder Pro

Profile Builder Pro is the best plugin to manage every user management area of your WooCommerce store, besides helping you create functional login and registration pages.

Get the plugin

Or download FREE version

Do you still have questions about creating a WooCommerce login shortcode and using it on your store? Ask us in the comments!

The post How to Create and Use a WooCommerce Login Shortcode appeared first on Cozmoslabs.

How to Restrict Content in Elementor (Quick and Easy Tutorial)

Restricting content on your website is a great way to only let authorized users access premium or special content. It prevents regular site visitors and unauthorized users from accessing your content without paying (or registering) first.

However, with default WordPress, you only get limited content restriction options. If you’re using a page builder like Elementor to design your site’s pages, you’ll need a content restriction plugin that’s compatible with it.

In this tutorial, we’ll show you how to restrict content on your WordPress site with Elementor using two robust content restriction plugins.

Why Restrict Content in WordPress?

Restricting content in WordPress is one way to let specific user roles on your site access content while hiding it from other user roles.

Here are some of the main reasons why restricting content in WordPress is useful:

  • Offering premium content to specific user roles only. Restricting content by user role lets you offer premium content to specific user roles on your WordPress site. For instance, you can publish premium blog posts only for people with the “Subscriber” user role. This is also a great way to encourage regular users to subscribe and join your email list.
  • Setting up different membership tiers. If your membership site offers multiple membership levels, you can use content restriction to prevent unauthorized users from accessing the content. You can offer your most valuable content to members who sign up for the highest membership tier. On the other hand, users who purchase the budget-friendly membership package will only get access to specific parts of your membership site.
  • Creating private sections on your WordPress site (Staff Only Areas). Content restriction also helps you create private sections on your site. For instance, you can create a “Staff-Only” area where staff members can view their account information, the tasks assigned to them, and internal memos. You can then restrict the private page for regular site visitors.

Content restriction is used by all sorts of websites to offer exclusive content, create private web pages, or let clients access hidden areas on the site.

Who Needs Content Restriction?

Here are some types of WordPress sites that may find it useful to restrict content:

  • Online stores. Online stores can restrict content to show or hide products from the shop pages for specific user roles only. This way, you can offer specific user roles on your site exclusive pricing deals or access to premium products. For instance, you can offer discounted pricing for specific products and only let wholesale customers add those products to their shopping carts.
  • Membership websites. Restricting content by membership or subscription levels is a great way to increase registrations. This is because you make your membership content accessible to all types of users. You might even consider offering the entry-level membership plan for free to maximize registrations.
  • Online photo/video galleries. If your WordPress site has a lot of photos or video-based content, you can restrict some parts of it and only let specific user roles on your site access them. This can help you “protect” the premium content you publish on your website and make the content creation process much more profitable for your business.
  • University/school websites. School and university websites can restrict content that’s specific to enrolled students. This way, only registered students can access exclusive learning materials.

How to Quickly and Easily Restrict Content in Elementor

If you’re using the Elementor page builder in WordPress, you’ll need content restriction plugins that integrate seamlessly with it.

We recommend using the Profile Builder Pro and/or the Paid Member Subscriptions plugins to easily restrict content on your WordPress site with Elementor. Depending on your needs, you might only need one of these two plugins, but let me explain why.

Profile Builder Pro lets you create attractive, custom user registration and login forms, showcase registered users in a “users-list”, and restrict content by user role. The plugin is the perfect solution for anyone looking for a powerful form builder that lets you restrict content directly from the Elementor page customizer.

Profile Builder Pro

The best content restriction plugin for your WordPress site.

Get the plugin

Or download FREE version

On the other hand, you can use the Paid Member Subscriptions plugin to set up your membership website and restrict content based on the subscription plan. As a result, you can quickly create a professional-looking membership website while still being able to use Elementor for the design side of things.

Paid Member Subscriptions Pro

The best WordPress plugin to restrict content in Elementor by subscription plan.

Get the plugin

Or download FREE version

Here, we’ll show you how to restrict content in Elementor quickly and easily using both Profile Builder and Paid Member Subscriptions.

For this tutorial, you will need a WordPress site with the Elementor plugin installed and activated. Next, you’ll need Profile Builder Pro and/or Paid Member Subscriptions for setting up different content restriction options. Again, it’s up to you and your needs whether you end up using just one of the plugins or both.

Step #1: Install and Activate the Plugins on Your WordPress Site

Get Profile Builder

Start off by getting the Profile Builder plugin. If you want to test it out, you can get away with the free version of Profile Builder which is available for download at WordPress.org.

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Install and activate Profile Builder

Then, whenever you’re ready to take things further, you can upgrade to the pro version.

After you get the plugin, you will receive an email containing the download link and the license key for your plugin. Alternatively, you can also find these on your own Account page.

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Profile Builder Pro license key

Download the .zip file for the plugin and navigate to Plugins Add New and click on the Upload Plugin button.

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Upload new plugin

Click on the Install Now button. Once that’s done, hit Activate plugin to continue.

If you’re using Profile Builder Pro, navigate to Profile Builder → Register Version and enter the serial or license key provided to you at the time of purchase.

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Register version screen

Once that’s done, click on the Save Changes button to continue.

Get Paid Member Subscriptions

If you’re only looking to test it out, you can get the free version of Paid Member Subscriptions which is available for download at WordPress.org. The basic content restriction function is included in the free version as well.

Then, you can upgrade to the pro version whenever you’re ready for extra functionalities.

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Paid Member Subscriptions download

After you get the plugin files, go to Plugins Add New and upload them to the meta box. Activate the plugin once it’s done installing.

Go to Paid Member Subscriptions → Register Version and enter the serial key given to you if you purchased the plugin. Make sure to click on the Save Changes button to continue.

Step #2: Restrict Content by User Role

If you simply want to restrict content in Elementor by user role, you only need to get the Profile Builder plugin. It lets you prevent unauthorized users from accessing restricted content in Elementor.

Here’s what you need to do to set this up:

Navigate to the page or post you want to restrict content on and click on the Edit with Elementor button to open the Elementor page editor.

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Edit in Elementor button

Now, hover your mouse over the part of the page you want to hide and click on the Edit Section button.

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Hover mouse Elementor

Click on the Advanced tab and expand the Profile Builder Content Restriction dropdown menu to restrict the section of the page by user role.

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Restrict content in Elementor by user role

Using the Restrict by User Roles field, select the user roles you want to allow access to, and then click on the Update button. This will make that specific content only accessible to the user roles you’ve selected.

Alternatively, as you can see in the image above, Profile Builder also lets you easily restrict your Elementor content from all logged-out users or all logged-in users, regardless of their user roles. For this all you have to do is switch the Restrict to logged in users or Restrict to logged out users switcher to Yes.

Step #3: Restrict Content by Subscription Plan

If you’re running a membership site, you might want to restrict content in Elementor based on a subscription plan. This is possible with our Paid Member Subscriptions plugin.

If you use Paid Member Subscriptions to create subscription plans in WordPress, you’ll see an option to restrict content in Elementor by subscription plan.

Here’s how:

From the same screen, you can also restrict content by subscription plan easily on your WordPress site. In the Advanced tab of the Edit Section screen, click on the Content Restriction dropdown menu to view more content restriction options.

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Restrict content in Elementor by subscription plan

Using the Restrict by Subscription Plans field, enter the allowed subscription plans that will have access to the content. All users who are not subscribed to the selected tiers will not be able to view that specific section of your site.

Once again, if you simply want to restrict your Elementor content from all logged out users, regardless of their subscription plan, you can simply switch the Restrict to logged in users option to Yes.

Once you’re done, make sure to click on the Update button for the changes to take effect on the front-end of your WordPress site.

👉 Check out our full tutorial on How to build an Elementor Membership Site with Paid Member Subscriptions for step-by-step instructions.

Restrict Content in Elementor Today!

If you’re looking to restrict content in Elementor, it’s better to use all-in-one plugins such as Profile Builder and the Paid Member Subscriptions.

Both plugins offer an easy and quick way to restrict content in Elementor by user role, logged-in status, or subscription plan. The best part is that you can restrict access to content directly from the Elementor page builder. This way, you can publish premium content on your WordPress pages and set content restriction options from the same page.

Ready to start restricting content quickly and easily in Elementor?

Get Profile Builder

Get Paid Member Subscriptions

Or download the free versions right from the WordPress repository.

Do you still have questions on how to restrict content in Elementor? Let us know in the comments below!

The post How to Restrict Content in Elementor (Quick and Easy Tutorial) appeared first on Cozmoslabs.

A Guide to WordPress Logout Redirects

Setting up WordPress logout redirects the right way can go a long way in helping you improve your website’s overall user experience. It also helps you stay on top of your user engagement since you would be able to make your users visit the pages you really want them to.

It would be far better than letting them land on the unengaging WordPress default login page. But let me explain this in a bit more detail below before I walk you through the process of setting up WordPress logout redirects.

The Need for WordPress Logout Redirect

By default, WordPress redirects all users to the standard WordPress login page (wp-login) upon logout. However, this is far from ideal, no matter the type of site you’re running.

Let’s talk about some of the reasons you would want to control the WordPress logout redirect rules on your site:

  • Regardless of whether you’re running an online store, a membership website, or even just a blog, letting your users land on an unengaging page is not a good idea;
  • You may want to redirect the users logging out to some specific page which would help you get better value out of them;
  • Redirecting to the default wp-login is not going to be a good user experience either;
  • Even if you don’t have any specific page in mind where you can redirect the users logging out, you can simply redirect them to the homepage, which would help the engagement and overall user experience.

Things like bounce rate and the number of pages your users visit are also important in terms of SEO. If you let your users land on the default wp-login page, they will most likely close the page and exit your website.

However, if you redirect them to some other page that may help you convert them or even just engage them, it’s not only going to improve the user experience but may also help with SEO. So even redirecting to the homepage may make sense.

In fact, if you have an online store, letting the users redirect to the default wp-login page upon logout should not even be an option. Just like a WooCommerce login redirect, you can redirect them to the shop page on logout as well, to boost the probability of converting them into sales.

Types of WordPress Logout Redirects

Depending on the plugin you use to implement the WordPress logout functionality on your site, you would be able to set up different types of redirects. You need to have the control and flexibility to create different redirects for different types of users.

You can use Profile Builder as your plugin here which offers many different types of logout redirects, while being a complete user management system in itself.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Or download FREE version

So, let’s go through the types of redirects you get with Profile Builder.

Individual User Redirect

The individual user redirect allows you to set up WordPress redirect after logout for specific users. You can use the users’ user ID or username to set up this type of redirect.

User Role Based Redirect

Profile Builder also lets you redirect users on logout based on their user role. This is a very useful type of redirect if you don’t want to redirect all your user roles, or if you want to redirect different user roles to different pages.

So, for instance, you can redirect the “Customer” user role to the shop page, but can choose to redirect the “Subscribers” to the blog page. Similarly, you can also avoid redirecting user roles like “Author”, “SEO Manager”, and “Editor” to any page.

Global Redirect

The Global redirect is basically a general redirect. You can use this redirect type to redirect all users, or the users who are not covered under any other types of redirects, like user role-based redirect or individual redirect.

Redirecting Default WordPress Pages

Profile Builder also offers the option to redirect the default WordPress pages, including the wp-login page. So you also have the option to completely do away with the default wp-login page for your users, making sure no user lands on that page after logging out.

You can instead redirect the wp-login page to any other page you want, such as a customized login page. This way, when the users who do not fall under any other type of redirect setup log out from their account on your site, they would get redirected to the page of your choice.

Redirect Types for Other User Actions

In addition to logout redirects, Profile Builder also allows you to set up redirects for pretty much every other important user action:

  • Redirect upon login;
  • Redirect upon registration;
  • Redirect after the user edits their profile;
  • Redirect after a user confirms their email after registration;
  • Redirect after a successful password reset;
  • Redirect the users when they try to access the WordPress dashboard.

Profile Builder takes the customization and flexibility to the next level with some of its other redirect features like redirect priority and tags for redirecting to dynamic URLs. We will get to them at the end of this post.

You should now have a clear idea of what you get with Profile Builder in terms of setting up redirects.

So let me walk you through the step-by-step process of setting up different types of WordPress logout redirects and customizing them to your needs.

Creating WordPress Logout Redirect with Profile Builder Pro

To follow this tutorial you would need to purchase one of the Pro versions of Profile Builder since the custom redirect is a pro feature. Profile Builder comes with a whole lot of useful features other than flexible user redirects for different user actions, so it’s an all-in-one plugin for user management.

1. Downloading and Uploading Profile Builder Pro

Once you purchase Profile Builder Pro, you will be able to log into your account on Cozmoslabs and download the plugin files.

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Download Profile Builder Pro

 

Once downloaded, you’ll need to upload the plugin to your WordPress website. You just need to click the Add New option under Plugins and then the Upload Plugin button at the top of the page.

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This is how you upload a plugin

Next, click the Browse button, upload the plugin files, and hit Install Now. Once installed, click on the Activate button.

Profile Builder Pro is now active on your WordPress website.

2. Activating the Custom Redirects Add-On

The next step is to activate the Custom Redirects pro add-on. This add-on will install the functionality to create custom WordPress logout redirects on your site.

Go to the Add-Ons option under Profile Builder from the dashboard. Scroll down a bit to find the Custom Redirects add-on, and then click the Activate button.

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Activating Custom Redirects add-on in Profile Builder

3. Creating Different Types of Logout Redirects

Now you’re ready to set up WordPress redirect after logout. Let’s go to the specific steps you need to perform to create different types of logout redirects.

Individual Logout Redirect

Click on the Custom Redirects option under Profile Builder in the dashboard menu. The very first section you will see at the top is Individual User Redirects.

Select Username or User ID depending on what you plan to use to redirect the particular user and then fill in the field accordingly. Then choose the After Logout option from the Redirect Type dropdown list. Next, put in the URL you want that particular user to be redirected to.

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WordPress logout redirect by username and user ID

Finally, click on the Add Entry button and this redirect will come into effect. The user with the username “Steve” will be redirected upon logout to the URL we have put into the Redirect URL field as you can see in the above image.

WordPress Logout Redirect Based on User Role

As explained above, you can easily set up a logout redirect based on user roles. The section right below the Individual User Redirects is User Role based Redirects.

Here, you’ll just need to choose the User Role you want to redirect and follow the same steps for the rest of the fields as we did for the previous redirect type.

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Redirecting based on user roles

Once we click on the Add Entry button here, all the users under the “Subscriber” user role will get redirected to our blog after logging out.

Global Logout Redirects

As explained above, this is a general redirect and would apply to all users who haven’t been covered under any other type of redirect.

You simply need to choose the After Logout option from the dropdown menu, put in the redirect URL, and click on the Add Entry button.

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Global or general WordPress logout redirect

So now in our case, all users except all the “Subscribers” and the user Steve would get redirected to the URL we entered above.

Redirecting the Default WordPress Login Page

As we said above, the default WordPress behavior is to redirect users to the default WordPress login page when they log out. You can choose to redirect the default wp-login page itself so that every user who would have otherwise landed on the default WordPress login page would get redirected to a page of your choice instead.

The last section on the Custom Redirects add-on would allow you to set up this type of redirect. Just choose the Login (wp-login.php) option from the dropdown menu, enter the redirect URL in the next field, and click the Add Entry button.

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Redirecting the default WordPress login page

So even if you don’t set up a global redirect or have certain user roles you didn’t cover with other redirect rules, they can still get redirected to the page of your choice.

4. Prioritizing WordPress Logout Redirects

Since you can set up so many different types of logout redirects using Profile Builder Pro, it’s also important to prioritize them. This would help you ensure that no user gets wrongly redirected and that you don’t have conflicting redirect rules on your website.

The image below explains how Profile Builder prioritizes redirects by default. This is also visible on the Custom Redirects add-on page.

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WordPress logout redirect priorities in Profile Builder

As you can see, the redirects are prioritized in the same order as the redirect types appear on the Custom Redirects add-on page. However, if you’re using the Multiple Registration and Edit Profile form add-on and have set up redirects through it, then they will be prioritized over all the other types of redirects, including the ones you set up using the Custom Redirects add-on.

That said, the following parameter allows you to prioritize a particular redirect over all the other redirects.

redirect_priority="top"

You can add this parameter in any shortcode that contains the logout redirect argument. For example, if you use this parameter in the following shortcode, this particular redirect will take priority over all the other redirect rules.

[wppb-login logout_redirect_url="https://www.cozmoslabs.com/wordpress-profile-builder/" redirect_priority="top"]

5. Using Pre-Made Tags for Redirecting to Dynamic URLs

Profile Builder Pro extends its redirect functionality by allowing you to set up redirects to dynamic URLs instead of static URLs.

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Tags for redirecting to dynamic URLs

Here’s a quick overview of what each of these tags does.

  • {{homeurl}}: It simply takes the users to the current homepage URL of your website;
  • {{siteurl}}: This tag would take the users to your site’s URL, which in some cases can be different than the homepage URL;
  • {{user_id}}: You can use this tag to redirect users to a specific URL with their user ID added, which may help you with tracking;
  • {{user_nicename}}: This tag will take the users to their own private profile page on your website;
  • {{http_referer}}: This is a pretty neat tag that makes the otherwise complex task of redirecting the users to their previous page before logging out surprisingly easy;
  • {{redirect_to}}: You wouldn’t really want to use this tag unless you’re doing it for a specific purpose, since it redirects the users to the default URL set by WordPress after login, which would be the WordPress dashboard of your website.

WordPress Logout Redirect to Current Page

A simple approach to handling logout redirects is to simply redirect the users to the current page they are viewing after they log out. So for example, if a particular user is viewing the blog page on your website, then they should be redirected to the blog page when they log out. But this could be any other page, of course.

To make this happen, you’ll need to use one of our premade tags as you will need to redirect to a dynamic URL that would be unique for every user.

The tag for setting up a WordPress logout redirect to the current page is {{http_referer}}. When you use this tag in setting up a logout redirect, it will redirect the users to the page they were viewing before they logged out.

Set Up Flexible WordPress Logout Redirects and Much More!

Profile Builder Pro offers the easiest, fastest, and most effective way to set up and manage WordPress logout redirects, or any other type of redirect for that matter. It gives you complete control and flexibility with your redirects so that you can use them exactly the way you want.

However, Profile Builder Pro is designed to do much more. It’s a complete user management system that takes care of every aspect of user management on your WordPress website.

Be it creating customized registration pages or other important pages, password protecting content, editing user roles, or creating a member directory, it has you covered. And it lets you do all of these things and more without any technical knowledge.

Give it a try and see how easier your life gets as a WordPress website owner!

Profile Builder Pro

Profile Builder Pro is a complete user management plugin that lets you create many different types of redirects and implement various other user-related functionalities on your website.

Get the plugin

Or download FREE version

Do you still have questions on how to set up WordPress logout redirects? Let us know in the comments below!

The post A Guide to WordPress Logout Redirects appeared first on Cozmoslabs.

How to Add User Roles in WordPress and WooCommerce

Are you looking to add a new user role in WordPress or WooCommerce?

While WordPress offers a few user roles by default, it doesn’t offer the functionality to add new user roles or customize user roles for that matter. However, there’s a plugin available for pretty much every WordPress functionality you need, and adding user roles is no different.

You can use the plugin Profile Builder to easily add user roles as well as customize them the way you want. As a user management plugin, Profile Builder brings a lot more to the table which will help you add every kind of user management functionality to your WordPress website.

Why Edit, Remove, and Add User Roles in WordPress?

If you want to create a functional website, you must put some effort into actively managing user roles on your site. WordPress doesn’t offer much in terms of customizing user roles, but it’s an important functionality to have for most websites.

Here are some reasons you would want to have the flexibility of adding new user roles, removing user roles you don’t need, as well as editing existing user roles on your website.

  • It allows you to have private content or premium sections or categories on your website that can only be accessed by certain user roles;
  • You can modify the capabilities of existing user roles to fit your requirements;
  • If you run a membership website, the ability to customize and add new user roles is going to be crucial;
  • Segmenting a large list of users on your site between different, specific user roles makes it much easier for you to manage and market to them effectively;
  • Customize user roles to allow some extra capabilities to existing user roles or limit certain capabilities;
  • Remove user roles that you no longer need, helping you keep things organized and with effective user management.

Let’s now go a bit into why Profile Builder is the best WordPress plugin to add user roles and some of its other highlighting features.

Using Profile Builder to Add New User Roles in WordPress

As we mentioned above, WordPress doesn’t offer the option to add new user roles. Messing around with the code to add this functionality to your WordPress website can be a complicated task for most website owners.

This is where Profile Builder comes in. In addition to being a WordPress add user role plugin, it’s a complete user management plugin designed to easily add new user roles, edit existing user roles, remove unnecessary ones, and perform all kinds of customizations related to user management.

However, that’s only the tip of the iceberg in terms of what it can do. It offers many other functionalities as well.

Here’s a quick look at some of its other important features:

The ability to add multiple user roles to your WordPress website is available in Profile Builder’s free version as well. However, a lot of the other features we listed above are only available in the Pro version.

So if you want to have control over every aspect of user management on your WordPress or WooCommerce website, we highly recommended going for Profile Builder Pro.

Profile Builder Pro

Profile Builder offers complete control over your user roles while allowing you to add all kinds of user management functionalities to your website.

Get the plugin

Or download FREE version

How to Add a User Role in WordPress and WooCommerce

Install Profile Builder

Now that you’re aware of the importance of managing user roles and what Profile Builder has to offer, let me walk you through the process of adding user roles to your WordPress or WooCommerce website.

First, you’ll need to install Profile Builder. If you have purchased Profile Builder Pro, you will be able to download the plugin files from your account on Cozmoslabs.

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Download Profile Builder Pro

If you want to use the free version first, you can install it from your WordPress dashboard. Just click on Add New under Plugins and search for Profile Builder in the search bar.

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Installing Profile Builder

Then click on the Install Now button, followed by the Activate button. You can start using Profile Builder now.

Activate the Role Editor Functionality

Once Profile Builder is installed on your site, you also need to activate the Role Editor functionality. When you activate this functionality, it will add the ability to edit, remove, and add new user roles to your WordPress website.

Click on Settings under Profile Builder. Scroll down a bit and you will find the option to activate the Role Editor functionality. Make sure it’s set to Yes, scroll down to the end of the page, and click on the Save button.

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Profile Builder's Role Editor

Add User Roles in WordPress Using Role Editor

Once you activate the Role Editor functionality above, you will easily be able to add user roles to WooCommerce or WordPress. Simply navigate to Users → Roles Editor.

Here, you’ll find the list of all user roles active on your site here. To add a new user role, however, you need to click on the Add New Role button at the top.

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Add new user role button

You will now land on the page where you can create a new user role with all the capabilities you want it to have.

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Add new user page

Start by naming your user role at the top. Then click on the Select capabilities section.

When you click there, the list of all capabilities will show up. Keep clicking on the capabilities you want to add.

Once you have added all the capabilities you want, click on the Add Capability button. Now all your selected capabilities will get listed under the search section.

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Adding custom capabilities to the new user role

As you can see in the image above, we are creating a customized editor user role for our website.

You can choose different types of capabilities, including those related to managing plugins, themes, the dashboard, comments, and more, all in a single user role.

Add User Roles in WooCommerce

Similarly, if you’re trying to add user roles for WooCommerce, you would also have the option to add WooCommerce related capabilities. These capabilities will show up in the capability list by default if you have WooCommerce installed on your site.

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Add user role WooCommerce

Publish Your New User Role

As a WordPress add user role plugin, Profile Builder also allows you to change your user role’s slug if you want. The role slug will be the user role name you have chosen by default.

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New user role slug

Once you have added all the capabilities you want your new user role to have, you can go ahead and click on the Publish button. Your user role is now created.

You can find it listed under your user roles when you click on Roles Editor under the Users menu.

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New user role created

Add Users to Your New User Role

You can also start adding users to this user role. Be it new users or existing ones, you can easily add the new user role to your users.

You can add multiple roles to users when editing them, including the new ones you create.

To edit user roles for your users, click on Users → All Users from the dashboard.

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User list

Search for the user you want to add to this new user role. When the user shows up on this page, hover your mouse over their username. Then click on the Edit link under it.

As you scroll down a bit, you will find the user roles that particular user is listed under.

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Add multiple user roles to user

This user you can see in the image above is only listed under the Subscriber user role. We can easily add him to our newly created user role by just ticking the checkbox beside the New User Role, which is the user role we just created.

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New user role added to existing user

Similarly, we can tick as many user role checkboxes as we want. Once done, scroll down to the bottom of the page and click on the Update User button.

That’s it! Now, this particular user role will be listed under both Subscriber and New User Role.

Adding User Roles in WordPress Doesn’t Get Any Easier!

Well, it really can’t get any easier to add user roles in WordPress and WooCommerce than it does with Profile Builder. And as we discussed above, Profile Builder offers much more in terms of user management.

You can control, customize, and manage every aspect of user management on your WordPress or WooCommerce site.

Give Profile Builder a try and see how it transforms your website’s functionality for good!

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Or download FREE version

Do you still have any questions about adding user roles to WordPress and WooCommerce? Let us know in the comments and we’ll try to help!

The post How to Add User Roles in WordPress and WooCommerce appeared first on Cozmoslabs.

How to Create Repeater Fields in WordPress and 3 Ways to Use Them

Are you looking for a way to gather more information from users on your WordPress site? Use repeater fields!

By using repeater fields, you can let users enter additional information when filling out forms on your WordPress site, without making the form difficult to read or messy. Regular forms with lots of fields look cluttered and users are more likely to abandon the form before submitting it if it’s not user-friendly.

Instead, it’s much better to use repeater fields in your forms to gather additional information from users.

In this article, we’ll explain what these types of fields are and how you can implement them into your WordPress site using a plugin. We’ll also take a closer look into some of the ways you can use a WordPress repeater field on your site to improve user experience.

What Are Repeater Fields and Why You Should Use Them on Your Site?

Repeater fields can help you gather more information from users without making the form look cluttered or difficult to fill.

For instance, if you ask users to provide details about their family members, instead of including multiple fields by default on your forms, you can use a repeater field. Adding such fields in WordPress is helpful since you don’t exactly know how many family members each user will have.

Additionally, this makes it easier to only display fields on your forms that users need to fill out and let users fill out repeater fields on an as-needed basis.

Here are some of the main reasons why you’d want to use such fields on your WordPress site:

  • Collect information from users. Repeater fields offer a great way to collect information from users when they’re filling out forms on your WordPress site. You can give users the option to enter their information (such as a supplementary email address or phone number) using these kinds of fields without making your forms look cluttered and messy.
  • Give users the option to provide more information. With regular forms, it can be hard to gather more information from your users without displaying additional fields on forms right off the bat. This is why it’s best to use repeater fields that give users the option to provide more information only if they need to. For instance, you can give people the option to provide additional phone numbers or list multiple emergency contacts, if they’d like.
  • Decrease cart abandonment rate. If your online store has lengthy checkout forms, customers might abandon their cart and bounce off your site. This is why it’s better to use repeater fields along with conditional fields in your checkout forms to make them easier and quicker to fill out for customers.
  • Make your site user-friendly. Other than reducing cart abandonment rates and making your WordPress site look more professional, repeater fields also help make your site user-friendly. Users can add information if they’d like or submit the form after filling out the required fields only.

How to Create Repeater Fields in WordPress

WordPress out of the box doesn’t offer options for displaying repeater fields on your site’s forms. This is why you’ll have to use a plugin for this functionality.

Here, we’ll show you how to create these fields in WordPress using the Profile Builder Pro plugin.

Profile Builder Pro is an all-in-one plugin designed to help you customize how your default WordPress forms look on the front-end and gives access to advanced features such as front-end user listing, custom redirects, email customizer, or offer multiple registrations and edit profile forms using add-on modules.

Profile Builder Pro

The easiest way to add repeater fields in WordPress.

Get the plugin

Or download FREE version

The best part about Profile Builder Pro is that it offers a dedicated add-on module for implementing repeater fields on your WordPress site. Using the Repeater Fields add-on, you can easily add repeater front-end fields and let customers provide more information easily.

Step #1: Get the Profile Builder Plugin

Start off by getting the Profile Builder Pro plugin and installing it on your WordPress site. If you want to try out the plugin, you can download it for free from the WordPress Plugin Directory.

However, to use the pro add-ons, you’ll need to get the premium version of the plugin.

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Profile Builder Pro license key

Once that’s done, you will need to activate the plugin’s license key. Navigate to Profile Builder → Register Version (in the WordPress dashboard) and enter the license key provided to you at the time of purchase.

Once you’re done, click on the Save changes button to continue.

Step #2: Activate the Repeater Fields Add-on

Now with the Profile Builder Pro plugin installed and activated on your WordPress site, you will need to activate the Repeater Fields add-on to start adding repeater fields to your forms.

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Repeater Fields add-on

To do this, navigate to Profile Builder → Add-Ons and click on the Activate button next to the Repeater Fields add-on.

Step #3: Add Repeater Fields to WordPress

Navigate to Profile Builder → Form Fields and select Repeater using the Field dropdown menu.

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Add Repeater field

It will automatically open the Form Field Properties section where you can set repeater field options.

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Repeater field configuration settings

After giving your repeater field a title, you can select whether to put a Limit on the number of extra fields users can fill out using the Enable limit checkbox. To select which fields to “repeat”, click on the Edit field group button.

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Phone field

Now add your field details and click on the Add Field button once you’re ready.

All that’s left to do is replace the default WordPress forms with Profile Builder Pro ones that will display repeater fields.

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Shortcode

Simply paste the [wppb-register] shortcode on your default registration form page and click on the Update button to continue.

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Repeater fields preview

Users on your site can add repeater fields by clicking on the little “+” icon and adding multiple emergency contact numbers as required when filling out the registration form on your WordPress site.

Different Ways to Use WordPress Repeater Fields

There are many ways you can use WordPress repeater fields to enhance the overall user experience on your site. Let’s walk through a few examples:

1. Collect Supplementary Contact Numbers

When users register on your WordPress site, you can let them add supplementary contact numbers so that it’s easier to get in touch with them when needed, especially if their main contact number is not working.

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Supplementary contact numbers

You can let users add multiple contact numbers using repeater fields when filling out the registration form on your WordPress site. This way, it’s easier to gather supplementary contact numbers from users without making the registration form look cluttered.

2. Collect Multiple Registrant Names and Details

It’s also useful to collect multiple registrant names and details when offering customers registration for events, online courses, contests, or galas. Users can register themselves as well as their family members using the same registration form instead of filling out the entire form multiple times.

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Multiple registrants

Using WordPress repeater fields, you can collect multiple registration names and details without ruining the whole user experience on your site. This way, users will find it easier to add details of their friends and family when filling out the registration form on your site.

3. Collect Educational Information or Qualifications

Repeater fields on your WordPress site also propose a great way to collect educational information from your users or let them add all their qualifications, without having to stuff all of them in a single text field.

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Qualifications repeater fields

This is particularly useful for online directories that require users to enter their work experience or educational qualifications.

Set up WordPress Repeater Fields Today

With Profile Builder Pro, you can easily add repeater fields to the forms on your WordPress site. In addition to this, the plugin also gives you full control over the customizability of the form fields and lets you display custom registration and profile edit forms on your WordPress site.

You can even create customizable forms for events, membership websites, or online wholesale stores, create custom user directories on your WordPress site, or use advanced content restriction features to hide premium content from unauthorized users on your site.

Ready to easily create repeater fields in WordPress?

Profile Builder Pro

The easiest way to add repeater fields in WordPress.

Get the plugin

Or download FREE version

Do you still have questions regarding WordPress repeater fields? Ask them in the comments section below!

The post How to Create Repeater Fields in WordPress and 3 Ways to Use Them appeared first on Cozmoslabs.

How to Set and Remove WooCommerce Password Strength Requirements

The importance of managing WooCommerce password strength requirements cannot be overstated. The security of your WooCommerce site is of paramount importance, especially if it’s attracting a large number of users.

However, the task of modifying the password strength requirements by modifying code can be quite complicated. This is why you need a WooCommerce password strength plugin.

But let’s discuss some other important details before we get to that.

The Need for WooCommerce Password Strength Requirements

WordPress is the most popular CMS (Content Management System), powering about 65.2% of all the websites on the internet. On the other hand, WooCommerce is the second most popular e-commerce platform, boasting a market share of 23.43%.

WooCommerce is also the most flexible e-commerce platform, thanks to WordPress’ massive collection of plugins which helps users easily implement any functionality they want into their site without even touching the code.

However, this comes with its fair share of disadvantages too. And the most worrying of them is vulnerabilities that expose your site to many security issues.

WordPress sites or WooCommerce stores getting hacked has become an outrageously common issue these days. And while you require a combination of measures to keep your site perfectly secure, setting up WooCommerce password strength functionality is a really important one.

Benefits of Using a WooCommerce Password Strength Plugin

Although WooCommerce has its own password requirements for ensuring users choose a strong password, it may not be enough for stores that desire a higher level of security.

On the flip side, some WooCommerce store owners also want to do away with any minimum password strength requirements. If you have a store that gets a massive number of user registrations, having very stringent password strength requirements may discourage many of them from registering on your site.

In that case, you may have to implement more of the other security measures, such as using a WordPress security plugin and making sure your WordPress SSL and HTTPS are in place.

So every site would have its own security requirements. And this is precisely the reason you need a WooCommerce password strength plugin to manage password-related settings on your store.

Here’s a quick look at some benefits it would offer:

  • Allows you to enforce stronger minimum password strength requirements than what WooCommerce does by default;
  • Offers the ability to completely do away with password strength requirements if it’s hurting your user registrations;
  • Customize password strength requirements according to your specific needs;
  • Ensures your customized password strength requirements are implemented on all user-related pages, and not just the ones WooCommerce covers by default;
  • Control both minimum password length and minimum password strength, considering that both of these elements are actually different from each other.

Using Profile Builder for WooCommerce Password Strength Requirements

Profile Builder is the most complete user management plugin designed for WordPress and WooCommerce sites. It not only works as a WooCommerce password strength plugin, but also offers a ton of other user management features.

Here’s a look at some of its most important functionalities.

Profile Builder Pro

Manage WooCommerce password strength requirements with ease and control every aspect of user management with Profile Builder.

Get the plugin

Or download FREE version

This is why you should use Profile Builder for managing password strength requirements on your WooCommerce site. It would offer a complete package of features that would cover every aspect of user management on your site.

Installing Profile Builder

You need to download Profile Builder to manage password strength requirements if you haven’t already done so. The free version would let you customize password strength requirements, but it won’t offer many of the features we discussed above.

So we would highly recommend purchasing Profile Builder Pro so that you can have a complete user management solution for your WooCommerce store.

If you have purchased Profile Builder Pro, you can download it from your Account page on Cozmoslabs.

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Download Profile Builder Pro

However, if you’re going to use the free version for now, you can download Profile Builder directly from your WordPress dashboard. Just click on Add New under the Plugins menu, type in “Profile Builder” into the search box, and click on the Install and later the Activate button.

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Installing Profile Builder

Setting Up the WooCommerce Registration Form

Once the plugin is installed on your store, you’ll need to create your own custom registration page. Here’s where you’ll implement the WooCommerce password strength requirements.

If you need some help with this step, here’s a complete guide on creating and customizing your new WooCommerce registration form:

👉 How To Customize the WooCommerce Registration Form

With that said, let’s walk you through the process of managing password strength and length, as well as even removing password strength if need be.

How to Manage WooCommerce Password Strength Requirements

Managing WooCommerce password strength requirements is incredibly easy with Profile Builder.

Once Profile Builder is installed and activated on your WooCommerce site, click on Settings under the Profile Builder menu. Then scroll down to the bottom of the page.

Here, you will find the options to set both a minimum password length and manage the minimum password strength.

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Easily manage WooCommerce password strength

Minimum Password Length

If you leave the minimum password length field empty, users will be able to register with a password as short as just 2 characters.

If you want to enforce strong password security on your site, you can put a higher number in the minimum password length field. It’s recommended to have at least 7 or 8 characters as the minimum password length for sites desiring a stronger level of security.

In this example, let’s put 8 into the minimum password length field. Then click on Save Changes.

Now visit the registration page on your WooCommerce site and check the password field. On the registration page created using Profile Builder on our WooCommerce site, the password field now says a minimum length of 8 characters is required.

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Minimum password length in WooCommerce

Minimum Password Strength

Just because a password is 8 characters long, it isn’t necessarily safe. For instance, even something as easy and guessable as “wordpress” can make an 8-character long password, but it’s certainly not a strong password.

This is where password strength comes in. While WooCommerce and WordPress already have different levels of password strength designed into them, Profile Builder lets you control and set the minimum password strength.

By default, the minimum password strength is disabled in Profile Builder. You can change it to whatever you want using the dropdown menu for the Minimum Password Strength field.

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Minimum password strength in WooCommerce

In this case,  let’s set it to Strong. Then click on the Save Changes button.

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Minimum password strength requirement not met

We tried to put “wordpress” as the password as discussed above. Profile Builder didn’t accept it and asked us to use a stronger password instead.

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Stronger password needed

However, you must note that if you set the minimum password strength to Strong, many users may have to try a few different passwords before they find one strong enough for Profile Builder to accept.

They can also use an autogenerated password which will instantly generate a strong enough password for them, though.

How to Remove WooCommerce Password Strength Requirements

Finally, let’s discuss how to remove the WooCommerce password strength requirements. As we just explained above, a lot of users are going to have trouble with stringent password requirements.

It may even prevent many of them from registering on your WooCommerce store. And that’s not what you want.

So depending on your users’ preferences and the scale of user registrations you get, you may also want to do away with any minimum password requirements on your store.

You can easily do this with Profile Builder as well. Go to the same Settings page under the Profile Builder menu. Leave the Minimum Password Length field blank and set the Minimum Password Strength field to Disabled. Then click on the Save Changes button.

That is it. Now your users would be able to register on your WooCommerce site with any kind of password they want, with no minimum length or strength requirements.

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Remove WooCommerce password strength

Here’s us registering a user account on our WooCommerce site using a password that’s just 2 characters long:

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Using weak password strength requirements

So removing password strength and password length requirements on your WooCommerce site is going to be very quick and easy too with Profile Builder.

Start Managing WooCommerce Password Strength Requirements Today

As you can tell, managing password strength requirements in WooCommerce is incredibly easy and fast with Profile Builder. However, you also get a lot more with this plugin that gives you so much control over all areas of user management on your site.

Ranging from creating a WooCommerce login shortcode to setting up hidden WooCommerce categories, there’s a lot you can do with Profile Builder.

So, get Profile Builder today and control every aspect of user management on your WooCommerce site.

Profile Builder Pro

Profile Builder is a single solution plugin to all user management requirements on your WooCommerce site, including managing password strength, user registration and login, and much more.

Get the plugin

Or download FREE version

Still have questions about managing WooCommerce password strength requirements? Ask them in the comments section below!

The post How to Set and Remove WooCommerce Password Strength Requirements appeared first on Cozmoslabs.


How to Create a WordPress Social Network Site

Are you looking to create a community around your products or services? Start your own WordPress social networking website.

Creating a WordPress social network website can help you create a better sense of community around your brand and encourage more users to stay engaged with your content. With more than 4.62 billion users of social media websites, setting up a niche social network site is a great way to make your website appeal to a much larger audience.

However, creating a social network can be quite daunting, especially if you’re not very tech-savvy. This is why it’s best to use a social network plugin for WordPress to create a social network on your own website.

In this article, we’ll show you step-by-step how to create a social network in WordPress.

What is a WordPress Social Network Website?

Before we jump into creating a WordPress social network, it’s important to first understand what it is.

A social network in WordPress is essentially a WordPress site that is converted or designed in a way that’s similar to a social media website such as Facebook or Twitter.

It lets users interact with each other, publish content, go over other users’ profiles, and stay connected with your brand. For a better understanding of what social network websites look like, let’s take a look at some popular social media websites:

AngelList

AngelList is a social media network that focuses on helping job seekers and companies connect with each other through an intuitive, modern-looking platform. With over 6 million successful connections, it’s one of the best ways to reach out to companies to find jobs or find the right talent for your business. In addition to this, it lets users feature their user profiles so companies can find them and calculate their salaries so they have an upper hand when negotiating with companies.

LinkedIn

LinkedIn is a community-based social network website that helps professionals from all over the world connect with each other and make business connections. Once a “connection” is made, users can view other connected users’ published posts, likes, and other interactions on their “Feed Wall”. This is a great way to reach out to more people that are in your industry and make connections that help you grow your business or advance in your career.

Opportunity

Opportunity, like the name suggests, gives opportunities for job seekers and businesses to network and interact with each other. It has members from over 190 countries so you’re likely to find professionals in your industry from all over the world. This can help you build better business connections or find the perfect candidate for your brand’s job posting.

Anatomy of a WordPress Social Network Site

While WordPress by default doesn’t let you create a social network, you can use a social network plugin to do this.

Here’s what you need to create a social network website yourself:

  • WordPress. First, you will need WordPress as the CMS for your website. This way, you’ll have an easier time adding social networking features to your site using plugins. It’s incredibly easy to use, even for people who aren’t particularly tech-savvy.
  • Profile Builder Pro. Profile Builder Pro is a robust profile plugin for WordPress that lets you set up custom login, registration, and edit profile forms on your site. These features make it easy to create custom social network sign-up and login forms.
  • bbPress. bbPress is a simple yet powerful plugin that lets you set up discussion forums on your WordPress site. This way, you can let registered social network users interact with each other in the forums.

How to Build a Social Network with WordPress And Profile Builder Pro

Here, we’ll show you step-by-step how to build a social network with WordPress using the intuitive Profile Builder Pro plugin and the bbPress plugin.

Profile Builder Pro offers an all-in-one solution for creating customized login, registration, and edit-profile pages on your WordPress site.

Profile Builder Pro

The easiest way to create a WordPress social network site.

Get the plugin

Or download FREE version

You have full control over how your forms look on your WordPress site which is a great way to make your social network site look exactly how you want. The best part is that Profile Builder Pro also seamlessly integrates with the popular forums plugin as the PRO version of the plugin comes with the bbPress add-on. This makes it easier for you to create discussion forums on your social network website and link them with the Profile Builder Pro plugin.

For this, you will need a WordPress site with the Profile Builder Pro plugin. In addition to this, you will also need the bbPress plugin to create social network forums and topics for your audience to interact with.

Step #1: Install and Activate the Profile Builder Pro Plugin

Start off by getting the Profile Builder Pro plugin and installing it on your WordPress site.

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Profile Builder Pro license key

Once that’s done, you will need to activate the plugin’s license key. Navigate to Profile Builder → Register Version and enter the license key provided to you at the time of purchase.

Once you’re done, click on the Save changes button to continue.

If you’re looking to create a WordPress social network site, you will need the premium version of Profile Builder as it comes with the bbPress add-on and a lot of other useful modules. However, if you just want to test out the plugin’s capabilities, you can download it for free from the WordPress Plugin Directory.

Step #2: Set Up Social Network Sign Up and Edit Profile Forms

For this next step, we’ll use the Multiple Registration Forms add-on—available with the Pro version of the plugin—because we want to show you the most customizable option you have when creating your social network.

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Activating the Multiple registration Forms add-on

With the Profile Builder Pro plugin and Multiple Registration Forms add-on activated, navigate to Profile Builder → Registration Forms and click on the Add New button to create your social network sign-up form.

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Social network registration

Give your registration form a new title and set which role to give users who register using the Set Role: dropdown menu.

You can also add new fields to the registration form by selecting one using the Field dropdown menu under the Add New Field to the List section. Once you’re ready, click on the Publish button to continue.

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Add new field

For adding custom fields to your registration or sign-up forms, navigate to Profile Builder → Form Fields and use the Select an option dropdown menu to choose from a wide selection of fields.

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Form fields

Once you click on the field selection, it will automatically open the field edit page.

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Add field

Now set field details and click on the Add Field button. Similarly, you can add as many fields as you’d like which can later be used to create custom registration and edit-profile forms.

Once your fields are all set up and you’re happy with your registration form. It’s time to place it on a proper registration page.

To do this, all you have to do is copy the form’s shortcode and paste it on a new page.

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Registration form shortcode

Give your new page an appropriate name—such as “Register” or “Sign Up”—and add any other relevant content to it so your visitors know what to expect.

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Shortcode

Click on the Update button to continue.

Set Up an Edit Profile Form

Additionally, it’s also useful to create a custom edit-profile page so that it better suits your social network website. To make this step as easy as possible, you’ll first need to activate the Multiple Edit Profile Forms add-on.

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Activating the Multiple Edit Profile Forms add-on

To create a custom edit profile page, navigate to Profile Builder → Edit-profile Forms and click on the Add New button.

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Edit profile form

Same as before, add or remove fields as required and let users customize their profiles after they log in. Once you’re done make sure to click on the Publish button.

Now, place this form on a separate page by copying and pasting the form shortcode, just like you did with the registration form. Next, give the page an appropriate title—like “Profile” or “My Account”—and then add any other content you’d like to see on it.

Step #3: Create a User Directory (Optional)

Ideally, you also want to create a “user directory” and showcase all registered users on the front-end of your site. This step is optional, but implementing it adds an extra layer to your social network.

To create the user’s directory, first navigate to Profile Builder → Add-ons to activate the User Listing add-on.

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Activating the User Listing Add-on

Next, go to Profile Builder → User Listing and click on the Add New button.

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New user listing

Select the user roles you want to display on your user listing and set which search fields to display on the front-end using the Search Settings section. Once you’re ready, click on the Publish button to continue.

Step #4: Create Social Network Forums and Topics

With registration and profile edit forms set up and ready to go, you can start creating your social network forums or topics that your users will engage with. Make sure you have the bbPress plugin installed and activated on your WordPress site.

Next, you’ll need to activate Profile Builder’s bbPress add-on from the Add-ons section, just like you did with the User Listing add-on.

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Activating the bbPress add-on

Now go to Forums → Add New and give your forum a title.

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New forum

After you’re done setting description details and Forum Attributes, scroll down to the Profile Builder Content Restriction section.

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Content restriction options

Here, you can also set restriction options so that only registered users can send messages on the social network discussion forum. Click on the Publish button once you’re ready.

Now, go to Profile Builder → bbPress and select the option to display Profile Builder forms instead of the default bbPress ones.

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bbPress integration settings

Once you’re done, make sure to click on the Save changes button.

Step #4: Launch Your New WordPress Social Network

It’s time to finally launch your WordPress social network on your own site.

Once users successfully register on your site using the social network registration form, they will be able to log in and view discussion forums on your site and interact with eachother.

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Registration preview

When viewing forums on your site, users can log in to their accounts directly from the same screen.

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Forum discussion

Users can also reply to threads created by other users and view their account details by clicking on the user’s name.

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Forum entry

This will also let users easily edit their user profile using the Profile Builder Pro custom edit-profile form.

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Edit profile

Create a Social Network Using WordPress Today

Creating a WordPress social network site may seem a little intimidating at first. But with the right tools, it becomes a lot easier.

Other than allowing you to create profile pages and login pages, Profile Builder Pro also lets you create customizable registration forms for events, membership websites, or online stores. It’s an all-in-one solution that also lets you set advanced content restriction features and gives you the ability to showcase custom user directories on the front-end of your site.

Profile Builder Pro

The easiest way to create a WordPress social network site.

Get the plugin

Or download FREE version

Ready to build a social network with WordPress? Get Profile Builder Pro today!

Do you still have questions on how to create a social network with WordPress and this friendly plugin? Ask them in the comments section below!

The post How to Create a WordPress Social Network Site appeared first on Cozmoslabs.

How to Easily Add Role Capabilities to Your WordPress Site’s Users

A WordPress roles and capabilities plugin can offer you the flexibility and functionality you need to manage user roles on your WordPress site.

While WordPress offers a few user roles by default, there’s no default functionality to add role capabilities to them. But just like for every custom functionality you need in WordPress, a user capabilities WordPress plugin can come in and get the job done for you.

The Need for a WordPress Roles and Capabilities Plugin

A user capabilities WordPress plugin would ideally come with all the user role-related functionalities and features that you would need to manage user roles on your WordPress site. You would easily be able to add custom capabilities to your user roles, both the default and custom ones.

In fact, you would also be able to create completely new custom user roles using a roles and capabilities plugin if you want to do that too.

Using Profile Builder as a WordPress Roles and Capabilities Plugin

A good user management plugin that offers this functionality would also offer many other features. This is why Profile Builder is a good solution to add role capabilities to your WordPress site.

It comes with a wide range of other user management features. So in addition to managing user roles, you would also be able to manage all other aspects of user management on your WordPress site.

Here’s a quick look at what Profile Builder can do for you in terms of user management:

You can add role capabilities to user roles on your WordPress site using Profile Builder’s free version. However, some of the premium functionalities I’ve mentioned above are only available in Profile Builder Pro.

If you want to effectively manage users on your WordPress site and add useful functionalities, it’s going to be a worthwhile investment.

With that said, let me walk you through the step-by-step process of using Profile Builder as a WordPress roles and capabilities plugin and adding role capabilities to your existing user roles.

Profile Builder Pro

Add custom role capabilities to your user roles in a few simple steps and do much more in terms of user management.

Get the plugin

Or download FREE version

How to Add Role Capabilities to Your WordPress User Roles

First, in order to set this functionality up, you’ll need to install Profile Builder if you haven’t already done so.

1. Installing Profile Builder

Click on the Add New option under the Plugins menu on your WordPress dashboard.

Type in “Profile Builder” into the search bar. Then click on the Install and later the Activate button to start using Profile Builder.

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Installing Profile Builder

If you want to get all the important Profile Builder features, however, you can purchase a premium version of the plugin. You can then download the pro plugin by logging into your account here on Cozmoslabs and then upload the archive to your site.

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Download Profile Builder Pro

2. Using the Role Editor to Add Role Capabilities in WordPress

Next, you need to activate the Roles Editor functionality using Profile Builder’s settings. For this, go to Profile Builder → Settings.

Find the setting that says “Roles Editor” Activated and set it to Yes. Scroll down and click on the Save Changes button.

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Role Editor functionality

Now, you’re ready to start adding custom capabilities in WordPress. Let’s guide you through how to do that in the next step.

3. Adding Custom Capabilities to User Roles in WordPress

Once the ‘Role Editor’ functionality is activated, you will find a Roles Editor option under the Users menu. Click on that option.

You will find all the user roles active on your WordPress site here, including both the default and custom ones. If you don’t have any custom user roles on your site, you will only see the default WordPress user roles here.

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All user roles in Role Editor

You can edit both default and custom user roles in the same way.

Hover your mouse over the user role you want to add the custom capability to. Then click on the Edit link that appears right below the user role name.

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Click on edit user role

Now, to add a custom capability to this user role, click on the Add Capability field. A dropdown with a list of all the custom capabilities you can add to your user role will appear below.

Just scroll through the list and keep clicking on the capabilities you want to add. All the added capabilities will get listed in the Add Capability field.

Once you have added all the capabilities you want, click on the Add Capability button.

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Adding custom capabilities

They will now all get listed in the capabilities area below. All that’s left to do is click on the Update button on the right.

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Update user role

This is it. Now, this user role has all the custom capabilities you just added to it. This was a custom user role we just edited to add custom capabilities. However, to add custom capabilities to the default WordPress user roles as well, you can follow the exact same steps.

So be it a default WordPress user role or a custom user role, you can add custom capabilities to it in a few simple steps that we explained above.

In addition, you can also add new user roles in WordPress using Profile Builder. Similarly, some of the other features you get with Profile Builder in terms of managing user roles include the following:

  • Delete certain user roles that you do not need on your WordPress site;
  • Clone certain user roles to create different identical user roles that you can later modify according to your requirements;
  • You can also edit your user roles in other ways;
  • Just like adding custom capabilities, you can also delete capabilities currently assigned to existing user roles, including the default ones.

Get the Best WordPress Roles and Capabilities Plugin Today!

Profile Builder not only offers all the user role management features you would ever need, but also makes it incredibly easy to add role capabilities to them in WordPress. This is what makes it the best WordPress roles and capabilities plugin.

Profile Builder Pro also comes packaged as a complete user management plugin. We have already discussed some of the most important functionalities it brings to the table.

So, you really do get the best of both worlds with Profile Builder Pro. Give it a try today and easily add role capabilities to your user roles.

Profile Builder Pro

Be it managing user roles, adding custom capabilities, or taking care of user management in general, Profile Builder Pro turns out to be the best plugin.

Get the plugin

Or download FREE version

Do you still have questions on how to add custom capabilities to your WordPress user roles? Ask them in the comments section below!

The post How to Easily Add Role Capabilities to Your WordPress Site’s Users appeared first on Cozmoslabs.

5 Best WooCommerce ‘My Account’ Customization Plugins

The right WooCommerce My Account customization plugin will make it a breeze to make all kinds of changes to your site’s My Account page. However, you also need to understand your specific needs and choose a plugin that fits those needs best.

With that said, let’s first understand the importance of using a WooCommerce ‘My Account’ page plugin on your store.

Why Does Your Site Need a WooCommerce ‘My Account’ Customization Plugin?

It’s very important for a WooCommerce store to offer customers a specific area of their own on the site. This is basically what you have in the form of a My Account page.

But being able to customize the WooCommerce My Account page is necessary as well. Here are some reasons for that:

  • Every store needs different kinds of information from their customers, so they need flexibility and customization options;
  • You may want to add, remove, or change certain information fields from time to time, which a WooCommerce My Account customization plugin allows you to do;
  • Your users need to have the ability to manage their information on your WooCommerce site;
  • A My Account customization plugin may also help you with other things too, like promoting your products better or customizing the design of your My Account page.

All in all, a WooCommerce My Account page plugin would help you offer a better user experience to your visitors.

Best WooCommerce ‘My Account’ Customization Plugins

Now that we have discussed the need for such a plugin, we are ready to review some of the best WooCommerce My Account customization plugins.

However, remember that the right plugin may very well come down to your specific needs. Some of the factors to consider include:

  • Do you want a complete user management plugin that can also help you with other areas of user management or something only limited to the My Account page?
  • Are you only concerned with the functionality or do you also want to have the ability to customize the design and style of the Account page?
  • Are you looking to use the Account page to also promote your product pages or just want to make it a place where your users can manage their information?
  • Do you want a plugin that offers full control over the Account page and lets you create a new one from scratch or a plugin that becomes a mere extension of WooCommerce’s My Account page?

Once you take these factors into consideration, choosing the best WooCommerce My Account plugin will get easy as we review the best ones below.

1. Profile Builder Pro

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Profile Builder Pro

Profile Builder Pro is a complete user management plugin for WordPress and WooCommerce sites. It offers a wide range of user management features, apart from the WooCommerce Account customization.

But related to the My Account page on your WooCommerce site, it allows you to perform 4 functions specifically:

  • Create a My Account page on your WooCommerce site in a few easy clicks;
  • Use the WooCommerce Sync (Pro) add-on to add billing and shipping fields to the My Account page;
  • Customize the My Account page fields, including the billing and shipping fields;
  • Allow the users to modify their details by logging into their account on your site.

But first, you’ll need to have a login page too, of course. Your users need to be able to log into their accounts in order to manage their account details.

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User login page

Profile Builder also lets you create a login page easily using a premade shortcode. This functionality is available in the free version as well.

However, the WooCommerce Sync add-on that adds billing and shipping fields (necessary for a WooCommerce store) is only available with the Pro versions. That said, the Pro version of Profile Builder would totally be worth it if you want a single solution to manage and control all aspects of your user management.

Here are some of the most important things it would help you with:

Coming back to the My Account page, you would easily be able to create a My Account page for the registered users on your store by simply copying the premade Profile Builder shortcode onto any page.

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WooCommerce My Account page

The shortcode for creating the My Account page is [wppb-edit-profile], and you can also find it under the Basic Information option under Profile Builder.

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WooCommerce My Account page shortcode

You can add, remove, or edit the fields of the My Account page any time you want. You can find all the fields under the Form Fields option under the Profile Builder menu on your WordPress dashboard.

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WooCommerce My Account page form fields

Any changes you make here will automatically reflect on the My Account page.

Profile Builder takes the customization options further with its Labels Edit add-on. You can easily control all the labels that appear anywhere on your site, including the My Account page.

It would allow you to control what the users see as a response to the information they put into the fields.

Similarly, there’s the Placeholder Labels add-on as well. This add-on makes it very easy for the users to understand your form fields and input the right information into the right fields.

The WooCommerce Sync add-on is available with the Basic version of Profile Builder. But if you want to have all the advanced add-ons and use Profile Builder Pro on unlimited sites, you need to get the Pro plan. Both these paid versions come with a year of updates and support.

Profile Builder Pro

Customize your WooCommerce My Account page in a few clicks and control all aspects of user management.

Get the plugin

Or download FREE version

2. Customize My Account Page for WooCommerce

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Customize My Account Page for WooCommerce

If you want something that’s only designed to be a WooCommerce My Account customization plugin, then the Customize My Account Page for WooCommerce plugin is a good choice.

Since this plugin is specifically designed to let you create and manage a customized My Account page on your WooCommerce site, it offers more functionality in that area.

You can not only create new fields, but also custom endpoints for your My Account page. You can also create links and groups.

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Customize My Account for WooCommerce adding custom endpoints

In addition, it gives you full control over the design and looks of your My Account page. You can customize the design, style, colors, and more. There’s a live customizer functionality that lets you edit things and check the changes as you make them.

It also supports custom CSS if you know how to code and would like to make some advanced custom changes yourself.

The Customize My Account for WooCommerce plugin has a mid-range price point and is billed annually, but it does not offer other user management functionalities.

3. YITH WooCommerce Customize My Account Page

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YITH WooCommerce Customize My Account Page

The YITH WooCommerce Customize My Account Page is one of the most popular WooCommerce My Account customization plugins. It not only offers pretty much all the customization options you need for your users’ My Account page, but also lets you use the My Account page to increase the conversion rate on your store.

This plugin allows you to promote your products on the My Account page as well. You can add promotional messages, coupon codes, discount codes, and more right on your users’ My Account page.

But that doesn’t take anything away from its core functionalities. You can customize pretty much every element of the Account page on your WooCommerce store.

Add as many custom menus as you want, edit existing ones, change the position of your tabs, add your own custom endpoints, and more. You can also customize the layouts and design.

It also comes with a modern design and integrates with many of the other WooCommerce plugins offered by YITH. As far as the pricing goes, this is another mid-range priced plugin and comes with one year of updates and support.

4. SS WooCommerce Myaccount Ajax Tabs

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SS WooCommerce Myaccount Ajax Tabs

The SS WooCommerce Myaccount Ajax Tabs is another plugin specifically designed to customize the My Account page in WooCommerce. However, its unique feature is that it makes the tabs on the My Account page AJAX enabled. This goes a long way in improving the speed and loading time.

The tabs don’t even need a page refresh. The AJAX functionality makes them update in real-time.

If you have a large number of users, this plugin would turn out to be one of the better options. A faster loading time can enhance the overall user experience quite a bit, especially for large e-commerce sites which may otherwise struggle with loading times.

Coming to some of the core functionalities, you get quite a few features on that front too:

  • This plugin is specifically focused around tab links;
  • You can create unlimited tabs;
  • You can also easily create submenus under the tabs;
  • There are different layout options to choose from and multiple menus to make use of;
  • Some pre-made designs make it easier for you to design the My Account page;
  • You can also disable the AJAX functionality if you want.

This is one of the cheapest options you have for WooCommerce My Account customization.

5. WooCommerce My Account Page Plugin

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WooCommerce My Account Page Plugin

The WooCommerce My Account Page Plugin is another simple but powerful WooCommerce My Account customization plugin. It has enough features to serve the customization needs of most WooCommerce store owners for their site’s My Account page.

You can create new endpoints, as well as group them in order to create a more personalized layout. More importantly, you can also create endpoints based on user roles.

If you want to use this plugin specifically for customizing the My Account page and Profile Builder for taking care of the rest of the user management tasks, this could be a very good combination. The latter would allow you to create new user roles, edit user roles, as well as customize existing user roles that you can later create custom endpoints for using WooCommerce My Account Page Plugin.

This plugin also allows you to edit the My Account page using the Gutenberg editor, which makes it very user-friendly. It also offers a fair bit of control over what’s displayed on the Account page for your users.

The design is customizable to a fair extent, the plugin supports the use of shortcodes, the endpoints can be used to add links to product pages on your store, and you also get multiple layout options.

While the price for this plugin is fairly low, it only covers 6 months of support. Their plan can be extended to a year by paying an extra fee.

Customizing Your WooCommerce My Account Page Is Now Easy!

Finally, except Profile Builder, all the other plugins are only limited to customizing the My Account page, and offer no other user management features. Furthermore, they are also mere extensions of the WooCommerce My Account page, instead of offering the ability to create a new one from scratch like Profile Builder Pro does.

Profile Builder Pro also comes with a wide range of other user management features we discussed above. And it’s always a good idea to use a single plugin for many related tasks than loading your site with tens of plugins for different specific tasks.

So try out Profile Builder Pro today, or give the free version a spin first. You won’t be disappointed!

Profile Builder Pro

Profile Builder Pro is the most complete user management plugin for WooCommerce stores, including advanced customization options for the My Account page as well.

Get the plugin

Or download FREE version

Do you still have questions about the best plugins for WooCommerce “My Account” page customization? Let us know in the comments and we’ll try to help!

The post 5 Best WooCommerce ‘My Account’ Customization Plugins appeared first on Cozmoslabs.

How to Create a Custom Reset Password Page in WordPress

If you’re building a user-focused website, creating a WordPress custom reset password page is a no-brainer. Users forgetting the password to their accounts is inevitable, so it only makes sense to offer them a way to recover their password.

In this post, you will learn everything there is to know about creating a WordPress reset password page the right way.

The Need for a WordPress Forgot Password Plugin

Unless you’re a developer, using a plugin is the best way to add any major functionality you want to WordPress. And the same goes for creating a WordPress forgot password page as well.

However, using a WordPress forgot password plugin that only does this particular task is not going to be optimum use of resources on your site. A wiser move would be to use a complete user management plugin that can also take care of other important user-related tasks on your WordPress site.

And this is where Profile Builder comes in. It’s not only a WordPress reset password plugin, but a complete user management plugin with all the functionalities you need.

Here’s what it can do for you apart from helping you create a WordPress reset password page.

There’s a lot more you can do with the pro version of Profile Builder, but you can create a reset password page in WordPress using the free version as well.

However, a lot of the functionalities you see listed above are premium features and are available only with the pro versions of Profile Builder. So if you’re looking for a complete solution to manage users on your WordPress website, go for Profile Builder Pro.

Profile Builder Pro

Profile Builder is a complete user management plugin with the ability to easily help you set up a forgot password page.

Get the plugin

Or download FREE version

Let me now walk you through the exact step-by-step process of creating a WordPress forgot password page with Profile Builder.

How To Create a WordPress Reset Password Page

Creating a WordPress frontend reset password form is very easy with Profile Builder. It doesn’t take more than a few clicks.

Begin with downloading Profile Builder. Simply click on the Add New option under Plugins on your WordPress dashboard. Then type in “Profile Builder” into the search bar. Click on the Install button, and then the Activate button.

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Installing Profile Builder

If you want all the premium features of Profile Builder that we listed above, you’ll have to get Profile Builder Pro here. Once purchased, you can log in to your account on Cozmoslabs and download Profile Builder Pro.

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Download Profile Builder Pro

To install Profile Builder Pro, click on the Upload Plugin button at the top under the Add New page. Then click on the Browse button, select the Profile Builder Pro plugin file downloaded to your computer, and then the Install Now and Activate buttons.

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Upload Profile Builder Pro

Creating Registration and Login Pages First

Now you’re ready to create a WordPress reset password page. However, before you do that, you’ll need to create a registration and a login page, if you don’t already have those pages on your site.

After all, unless users are allowed to register and login on your WordPress site, there’s no point of having a frontend reset password page.

We already have easy-to-follow tutorials for that. So, here’s the one on creating a custom registration page and here’s how to set up a login page using Profile Builder.

Creating a WordPress Reset Password Page Using a Simple Shortcode

Once you have your registration and login pages up on your site, it’s time to create a WordPress reset password page just as easily.

Profile Builder offers premade shortcodes to easily create all the important user pages—like registration, login, account page etc. In other words, there’s a premade shortcode for creating a WordPress reset password page as well.

You can find this shortcode on the Basic information page under the Profile Builder menu in your WordPress dashboard. As you’ll see there, the shortcode for creating a WordPress forgot password page is [wppb-recover-password].

You just need to create a new page and place this shortcode into it. Just click on the Add New option under Pages, give a title to your page, and paste the recover password page shortcode we mentioned above.

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Creating a WordPress reset password page

Then click on the Publish button and that’s it! You will get a reset password page on the frontend.

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Frontend reset password page

Adding a Link to Frontend Reset Password Page

After creating a reset password page, it’s important to add a link to that page from your login page.

Your users should be able to find a link to the forgot password page from your login page, since that’s the page they’ll visit when they want to reset their password.

In addition to the frontend reset password page, it also makes sense to link to the registration page from here. There are going to be users who are not registered on your site. If they end up on the login page, they should be able to easily find the way to register themselves on your site.

Profile Builder allows you to do this just as easily too. You just need to add some extra arguments to the standard login shortcode you can find on the Basic information page under Profile Builder.

So, to create a login page with links to your frontend reset password and registration pages, simply use this argument-enhanced shortcode [wppb-login register_url="/register" lostpassword_url="/recover-password"]. You can also find this shortcode here on this page.

If you’ve already created a login page with the standard login shortcode, you can go back to your login page and replace the shortcode with the above one.

Once you do that and publish or update the page, you will get a login page with links to the forgot password and registration pages on the frontend.

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Login page with link to forgot password page

Best WordPress Reset Password Plugin

The ease of quickly setting up a reset password page in WordPress and the ability to add custom links to the login page make Profile Builder the best WordPress forgot password plugin.

However, as we discussed above, there’s a lot more to it. Profile Builder Pro offers a lot more outside of setting up a forgot password page.

So, if you’re looking for a WordPress reset password plugin with lots of user management functionalities as well, then Profile Builder Pro would hit the spot for you.

Profile Builder Pro

Get Profile Builder Pro today and not only create a custom reset password page but also get lots of other useful user management functionalities.

Get the plugin

Or download FREE version

Do you still have any questions on how to create a WordPress reset password page? Let us know in the comments below!

The post How to Create a Custom Reset Password Page in WordPress appeared first on Cozmoslabs.

5 Best WordPress Class and Course Registration Plugins with Tons of Customizations

WordPress is really flexible in that it allows users to implement specific functionalities easily without touching the code. You can add any kind of functionality to your WordPress site using plugins. So if you want to build a form for class registration or sell a course, then all you need is a WordPress class registration plugin.

However, the problem of plenty is very real with WordPress. You have tens of options for pretty much any functionality you want to add to your site.

So we are going to make the choice easy for you by reviewing the 5 best WordPress class and course registration plugins in this post.

But before that, let us educate you a bit on why you need a WordPress class registration plugin and what features you should look for when choosing one.

Need for a WordPress Class and Course Registration Plugin

You need to use plugins to add any major or specific functionalities to your WordPress site. In the same way, there are many plugins designed to help you create a registration form as well.

You need a plugin to create a class registration form because it would need a fair bit of customization. And the registration plugins we reviewed below come with a lot of customizations and flexibility to help you create exactly the type of class or course registration form you want.

Moreover, using a plugin to create a class registration form would make it an incredibly simple process. You can set up a custom class registration form in a matter of a few minutes using the right WordPress registration form plugin.

In addition, the right course registration plugin would also offer many other functionalities that would help you with other areas of user management.

Now let’s also discuss some of the important features to look for in a WordPress class registration plugin.

Features to Look For in a WordPress Class Registration Plugin

Again, there are way too many options available when it comes to registration plugins. So you need to have a clear idea of your feature requirements in order to choose the right one for you.

So let’s quickly walk you through what we think are the most important features to look for in a WordPress course registration plugin.

Customization

This is a must-have requirement. A class registration form isn’t your general user registration form. It needs many different information fields.

So your registration plugin should offer every possible customization. You should be able to edit existing user fields (except the necessary basic fields like name, etc.), add new custom fields, as well as have the ability to add different custom field types as well.

In other words, you should be able to add custom fields for different types of user information like text, numbers, checkboxes, country, currency, and more. Of course, the exact field types you need would depend on your own specific requirements.

Ease of Setup

Even if your plugin has all the customizations and functionalities, the ease of setup is still just as important. If the process to create a class registration form is too complicated or technical, many users would struggle to do it the right way.

The better registration plugins often come with a simple few-click process to both create a registration form as well as customize it.

Other Functionalities

If you’re looking for a simple registration plugin to create a basic class registration form, your choice would be simple. However, most users would also need other functionalities.

Many complete user registration plugins not only offer the functionality to create a customized registration form, but also other related useful functionalities. Some of them include:

Best WordPress Class and Course Registration Plugins

So, now with the basics out of the way, let’s get to reviewing the best WordPress class and course registration plugins.

1. Profile Builder

Profile Builder is a complete user management plugin that allows creating flexible registration forms.

You can customize these forms to make them be pretty much anything you want. Therefore, you can of course easily create fully customizable class or course registration forms.

The pro versions of Profile Builder come with the ability to add many different types of custom extra fields to your forms. So you can create a class registration form that has all the elements and includes all the types of fields you need.

Payment Integration

If you also want to integrate the ability to receive payments at the same time the users register for your class or course, you can combine Profile Builder with the Paid Member Subscriptions plugin at the same time.

The combination of Profile Builder and Paid Member Subscriptions can help you build a powerful system. It would not only help you create class registration forms with payment integration, but Paid Member Subscriptions would also perform other important tasks for you like easily creating premium restricted content or creating different subscription tiers.

Paid Member Subscriptions Pro

Paid Member Subscriptions Pro is the most complete plugin for selling courses and accepting payments in a hassle-free way.

Get the plugin

Or download FREE version

That said, if you don’t want to accept payments at the time of registration, or if you plan to receive payments manually or through other alternatives, you will only need Profile Builder to build a functional, advanced class or course registration form.

Profile Builder Pro for Extra Customization and Functionality

You can create basic registration forms using the free version of Profile Builder. However, to create an advanced class registration form, we recommend you go with Profile Builder Pro.

This is because the free version of Profile Builder only offers a limited number of registration fields.

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Limited registration form fields

Profile Builder Pro, on the other hand, comes with a much wider range of registration fields. You get all the types of user information elements to choose from and include in your class registration form.

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Profile Builder Pro custom fields

Creating Customizable Class Registration Form

Once you have the free and pro version of Profile Builder activated, there’s a simple two-step process to create a functional class registration form. First, you need to create a registration form page using the premade shortcode from Profile Builder.

Next, add and customize the form fields using the Form Fields menu under Profile Builder. And as mentioned above, if you also want to integrate the payment functionality right within your class or course registration form, you can do so using Paid Member Subscriptions.

Lots of Additional User Management Features

Profile Builder Pro’s functionality isn’t just limited to creating a customizable class registration form. It can do much more in terms of user management.

You can create many other types of user forms too, including a login form and a password reset page. Then there’s the ability to create custom redirects, including a redirect after login for WooCommerce. You can also use Profile Builder Pro in many different ways, including as a WooCommerce social login plugin.

Some of the other functionalities include being able to add role capabilities and complete user role management, create login and logout redirects in WordPress, create a WooCommerce login shortcode, and much more.

You can even create a custom user directory and restrict content with Profile Builder.

Despite being a complete user management plugin, and not just a course registration plugin, Profile Builder offers the best price point on this list.

Profile Builder Pro

Profile Builder Pro creates the most functional and fully customized class and course registration form in just a few clicks.

Get the plugin

Or download FREE version

2. RegistrationMagic

RegistrationMagic is one of the best WordPress class registration plugins because it offers a lot of advanced features in its free version itself. You can create unlimited user forms, including registration and login forms, as well as customize them to a great extent.

It’s probably the only major user registration plugin that includes WooCommerce integration in its free version. Ranging from text, dropdown, and checkbox fields to email, number, phone, and address, there’s a really wide range of user fields you can add to your class registration form.

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Registration Magic custom fields

And as you can see in the screenshot above, Registration Magic also supports social fields and other advanced fields like timer, link, YouTube video, and many more.

However, even Registration Magic has some advanced fields that are only available in the premium version, including language, gender, file upload, and some other field types.

One of its unique features includes form analytics. It gives you a lot of analytical insights about your student registrations.

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Advanced class registration form analytics

There is also some other analytics that you’re going to find very useful in getting a better idea about your registrations. You can use this insight to optimize your forms and even your marketing strategy.

Registration Magic also allows you to customize the design and style of your class registration form. There’s also a user manager menu where you can find all information about all your students registered as a user.

The free version also allows you to create new user roles as an additional feature, but the ability to create a user role redirect is only available in the premium version.

Payment integration is also only available in the premium version. The supported payment gateways include PayPal, Stripe, and more.

Registration Magic doesn’t offer the most user-friendly interface, however, and some features may be a bit too technical to figure out for WordPress beginners.

Registration Magic premium is priced just a bit higher than Profile Builder.

3. User Registration

User Registration doesn’t come with a lot of bells or whistles or many additional functionalities for that matter, but it certainly does create basic registration forms with ease.

In fact, it automatically creates a few important user forms for you that you can just publish using the shortcode, including a registration form. The drag-and-drop form builder makes it pretty easy to build a class registration form quickly.

There are a fair few customization options, including the ability to add text, number, date, checkbox, and select fields. However, some advanced fields like phone, HTML, profile picture, and multiple select fields are only available in the pro version.

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Drag-and-drop class registration form builder

WooCommerce and payment integrations are also only available in the pro version.

As far as pricing goes, User Registration offers lots of plans, from more limited cheaper plans to unlimited higher-priced plans.

4. Ultimate Member

Ultimate Member is another plugin that offers a lot of complimentary functionalities apart from creating customized registration forms. More importantly, it’s also one of the most beginner-friendly plugins and helps you set up advanced registration forms without much technical knowledge.

Its drag-and-drop form builder makes it easier for beginners to build functional, advanced forms. You can also easily add custom fields to your registration forms.

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Ultimate Member custom registration fields

You also have the option to create all the important user pages like registration, login, and reset password page in one click, just like with Profile Builder.

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Create registration form in a single click

In addition, you also have a lot of control over how your class registration form looks like. You can edit the background and text colors, change the margin and border, as well as modify the overall style.

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Customize style and design of registration form

However, the biggest downside with Ultimate Member is that it doesn’t support any kind of payment integration. So if you’re also looking to accept payments through your class registration form, then Ultimate Member may not fit the bill for you.

While you get the core registration form functionality and the customizations discussed above for free, you need to purchase the pro version if you also want to access all the extensions Ultimate Member offer. They include integrations with some services like WooCommerce, private messages, and user photos to create a user directory or social community within your site, enable WordPress and WooCommerce social login, create private content, and more.

The cheapest pro version of Ultimate Member has a pretty high price point, which makes it one of the most expensive user management plugins out there.

5. WP User Manager

WP User Manager is another user registration plugin that allows creating customized registration forms. However, its free version is limited only to very basic default fields with no option to add custom fields.

If you want to create a functional course registration form, you will need to purchase the custom fields add-on.

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WP User Manager basic registration fields

If you also want to accept payments through your course registration form, you will need to purchase the WooCommerce add-on. It allows you to accept payments, add billing field to your form, and restrict access to your site or specific content until the user registers for your class by making a payment.

Alternatively, you can also buy their Pro plan which comes with both these add-ons and a few more additional functionalities like social login, Mailchimp integration, multiple registration forms, Google reCAPTCHA integration, and more.

What’s the Best WordPress Course Registration Plugin?

The best WordPress class and course registration plugin needs to allow creating multiple registration forms, customize them the way you want, offer a good range of custom field types, and even accept payments through the registration form if you want to handle payments that way.

And you get all of these things with the powerful package of Profile Builder and Paid Member Subscriptions. You also get tons of other user management, payment management, and membership features with these two plugins, respectively.

These two plugins will create a solid foundation that would need to effectively sell your class membership or courses online.

Profile Builder Pro

Get Profile Builder Pro today to not only create customized course registration form but also manage every aspect of user management.

Get the plugin

Or download FREE version

Do you still have questions on what’s the best class registration plugin for you? Let us know in the comments below!

The post 5 Best WordPress Class and Course Registration Plugins with Tons of Customizations appeared first on Cozmoslabs.

Creating a Custom WooCommerce Form with Payment Options – An Easy Walkthrough

If you don’t have a large range of products or services to sell, you may not need a fully-fledged WooCommerce store. Creating a WooCommerce form with payment options may turn out to be a simpler and more effective alternative.

All you need is a reliable plugin that can handle payments for you. You also need the plugin to provide you with a strong tech infrastructure.

Below we’ll walk you through the process of creating a WooCommerce form with different payment options. But let’s first take a quick look at some of the reasons site owners may want to use this way of handling payments.

Reasons for Using a WooCommerce Form with Payment Options

  • Not everyone wants to build a full-scale WooCommerce store. And building one just for the sake of selling a couple products or services is not an ideal use of resources.
  • Instead of building a single-product or single-service store which may not even look professional, you would be much better off creating a WooCommerce custom payment form to sell your product or service.
  • Similarly, in some cases, the site owner may only be offering consulting services. A fully-fledged WooCommerce store for that would not only be overkill, but also too much of a burden and distraction to your business.
  • The same goes for collecting donations or getting rooms booked. You don’t really need a WooCommerce store to accept payments in these cases. A simple WooCommerce form with payment will do the trick for you.

Using Profile Builder Pro for Building Your Form

The process of building a customized WooCommerce form with payment options can be split into two parts: (1) creating a customized registration form and (2) setting up payment options.

For the first part, you will need Profile Builder Pro. It’s a complete user management plugin with a wide range of user-related features.

It creates customized and flexible user registration, login, edit profile, password reset, and other user-related forms. It also offers many other types of user management features like adding user roles, creating login, registration, and logout redirects in WordPress, creating password protected content and posts, and much more.

If you have WooCommerce installed on your site, you would also be able to create a WooCommerce login shortcode and implement WooCommerce social login using Profile Builder Pro.

Profile Builder Pro

If you want to create a fully customized WooCommerce form, Profile Builder should be your go-to plugin.

Get the plugin

Or download FREE version

Creating a Customized Form for WooCommerce

Creating a customized registration form for WooCommerce is really simple with Profile Builder Pro. Assuming you have the WooCommerce plugin installed and activated on your site, it would only take a few simple steps.

Begin with downloading the free Profile Builder plugin from your WordPress dashboard. Click on the Add New option under Plugins and type “Profile Builder” into the search bar.

Locate the plugin and then click on the Install and later the Activate button.

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Installing Profile Builder

However, you’re also going to need the WooCommerce billing and shipping fields added to your form, a feature only available in the pro version of Profile Builder. In addition, you may also want to customize other fields of your form.

But since you get so much more in terms of overall functionality and customizations with Profile Builder Pro, it’s going to be a worthy investment into user management on your site.

Once you purchase Profile Builder Pro, you can download the pro plugin from your account on Cozmoslabs and then upload it to your site from the Plugins area of your dashboard.

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Download Profile Builder Pro

Next, you need to activate the WooCommerce Sync pro add-on from Profile Builder. Go to the Add-Ons menu under Profile Builder in your WordPress dashboard.

Scroll down a bit, find the WooCommerce Sync option, and click on the Activate button.

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WooCommerce Sync add-on

Now click on the Form Fields menu under Profile Builder. You’ll be able to customize your WooCommerce payment form here.

You can edit the existing form fields, as well as add new ones, such as customer billing and shipping address. Just like you see in the image below.

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Customize WooCommerce payment form

Once you have customized the form to your liking, you can go to the next step of integrating the payment options into your form.

Alternative: Creating a Basic WooCommerce Form

If you don’t need all that extra customization Profile Builder provides for your form, there’s a simpler alternative. You can just create a registration page using Paid Member Subscriptions, the plugin that will allow you to accept payments in the next step.

We’re going to use this plugin to add payment functionality to the form anyway, so if you want to take the easy path, you can simply use Paid Member Subscriptions for everything right from the start.

However, keep in mind that this way your form will only have an option to make a payment, the basic registration fields, and some billing fields. You won’t be able to customize the form.

But if you’re only looking to accept payments using a basic form, then it will get the job done for you. You won’t need Profile Builder in that case.

Building a WooCommerce Form with Payment

Now that you have a basic or customized WooCommerce registration form, you can move to the second part of the process: Adding payment to your WooCommerce form. For this, you’ll need the Paid Member Subscriptions plugin to help you out.

Paid Member Subscriptions will allow you to receive payments using different methods and payment gateways. It would also allow you to integrate different payment options right into the form you just created.

This way you will be able to easily create a WooCommerce form with all the payment options and customizations you want.

Paid Member Subscriptions Pro

Paid Member Subscriptions makes the otherwise complicated task of accepting payments on your site incredibly easy and efficient.

Get the plugin

Or download FREE version

To install the plugin on your site, you can follow the exact same steps I showed for Profile Builder.

PayPal Standard Recurring Payments

If you’re offering a monthly service or a subscription to a certain set of products and want to use PayPal Standard as your payment gateway, you’ll have to integrate the PayPal recurring payment functionality.

You can do that using the Recurring Payments for PayPal Standard add-on. To install it, click on the Add-ons option under Paid Member Subscriptions. Scroll down to find the Recurring Payments for PayPal Standard option listed under Pro add-ons. Click on the Activate button.

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Recurring Payments for PayPal Standard

Once activated, you’ll be able to see the new payment gateway when you navigate to Paid Member SubscriptionsSettings Payments tab. If you need more info on how to set this up, you can follow our guide here.

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Accepting recurring payments

PayPal Express Checkout

Next up, you have the PayPal Express Checkout payment option. Lucky for you, we have an add-on for this payment option as well. Click on the Add-ons option once again and locate the PayPal Express add-on. Then activate it the same way you activated the other add-ons above.

Now you will see two more payment options under the same Payments tab we mentioned above.

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WooCommerce form with PayPal Express payment

However, you can only have either PayPal Standard or PayPal Express Checkout as an active payment gateway. The latter is actually very similar to PayPal Standard, but it offers an additional layer of security. It also allows users to pay without leaving your site.

Detailed instructions to set up this payment option can be found here.

Stripe

Stripe is another popular payment option among users and Paid Member Subscriptions offers this one as well.

Again, activate the Stripe add-on in the same way. You should now see two more payment options listed as options under the Activate Payment Gateways.

Both these Stripe payment options – Stripe and Stripe (Payment Intents) – are similar, but the latter is more secure and the recommended option. You can also set Stripe as the default payment gateway.

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Using Stripe payment gateway

You can find all the setup instructions for the Stripe payment gateway here.

Finally, with all the payment options we discussed above, you would have the option to enable recurring payments or automatic renewals for all of them.

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Accepting recurring payments using different payment methods

Creating a Subscription Plan and Adding Products

Now that you have your WooCommerce payment form as well as your payment options set up, it’s time to merge the two of them. This will give you a functional WooCommerce form with payment.

You’ll need to have an active subscription plan to add payment options to your WooCommerce form. But don’t worry, you can easily create one with Paid Member Subscriptions.

Click on the Subscription Plans option under the Paid Member Subscriptions menu and then hit Add New. From here you’ll be able to create your brand new subscription plan that you can then connect to your WooCommerce product. Here’s a guide on how to do that.

Once that’s done, scroll back to the top and click on the Save Subscription button at the top-right of the screen.

Integrating Payment Options Into the WooCommerce Form

If you decided to use Profile Builder to create a customized WooCommerce payment form, you’ll have another step here.

You will need to go back to the Form Fields option under Profile Builder. Then click on the Select an option dropdown menu at the top. Now click on the Subscription Plans option there.

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Adding subscription plan in Profile Builder

Fill in the required details. Then choose your subscription plan. Finally, click on the Add Field button at the bottom.

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Selecting payment-integrated subscription

Now wherever you display this form, your users will also see the option to make a payment. If you didn’t let Profile Builder automatically create a registration form for you, you’ll need to copy the registration shortcode – [wppb-register] – and create a page using it.

This is going to be your WooCommerce form with payment. You would also have the billing, shipping, and other relevant fields in it.

However, if you didn’t use Profile Builder and simply used the basic registration form created using Paid Member Subscriptions, you will only have a limited number of form fields. However, you will easily be able to accept payments through the form all the same.

Here’s an example of the WooCommerce payment form we created just using Paid Member Subscriptions:

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WooCommerce form with payment goes live

Create a Customized WooCommerce Form with Payment Today!

Creating a customized WooCommerce form can be complicated and tricky, but not if you have a powerful and flexible payments plugin.

If you add Profile Builder to the mix you can enjoy a lot of freedom in terms of form customization. However, if you don’t need custom form fields then Paid Member Subscriptions alone will handle everything for you.

It would cover every aspect of creating a functional WooCommerce form that supports multiple payment options. And as we explained above, it also supports recurring payments.

So what are you waiting for? Do away with the hassle of creating a fully-fledged WooCommerce store just for accepting payments and instead create an efficient WooCommerce form with payment using Paid Member Subscriptions.

Paid Member Subscriptions Pro

Ranging from accepting payments using multiple payment methods through a simple WooCommerce form to creating a fully-fledged membership website, Paid Member Subscriptions Pro does it all for you!

Get the plugin

Or download FREE version

Do you still have questions about how to create a WooCommerce form with payment options? Let us know in the comments below!

The post Creating a Custom WooCommerce Form with Payment Options – An Easy Walkthrough appeared first on Cozmoslabs.

A Guide to Enable and Approve User Registrations on Your WooCommerce Store

If you accept user registrations on your store, you may want to find a solution that helps you implement the WooCommerce approve user registration functionality.

We understand that most WooCommerce store owners are not familiar with code, that’s why we recommend the best user management plugin that would do this for you in just a few easy clicks. In addition, you would also get a lot more in terms of other functionalities.

But before that, let us walk you through why this functionality may be important for your WooCommerce store.

The Need for the WooCommerce Approve User Registration Functionality

If you want to build a loyal customer base for your store, it’s important to enable the registration functionality on your WooCommerce store. However, this functionality comes with its own challenges, such as:

  • An influx of spam user registrations that you wouldn’t want on your WooCommerce store;
  • Random user registrations that may not be part of your target audience;
  • Wasted resources if you’re using an email marketing software that keeps sending emails to the users mentioned in the previous bullets;
  • Having no control over the number or type of users that register on your site.

The above are some of the main reasons it’s important to also have a system to approve user registration on your WooCommerce store. But of course, this may not be needed for all stores.

However, some WooCommerce store owners would definitely want to have control over their user registrations for some of the reasons we listed above. Especially if they’re running an email marketing funnel for their registered users, or simply using a Mailchimp WordPress plugin for email marketing on their store.

And in that case, the new user registrations would go straight to the email marketing list, queing up to be greeted by promotional and other types of emails. If that list includes spam and random users, or users who are not part of the target audience, it would result in a wastage of marketing budget.

With that said, let me walk you through this tutorial for adding the approve user registration functionality to your WooCommerce store.

How to Add WooCommerce Approve User Registration Functionality

Just like with pretty much every functionality for WordPress or WooCommerce, you’ll need a plugin to add both the functionality to enable WooCommerce registration as well as approve or reject user registrations. And what better solution than Profile Builder Pro – the all-in-one user management plugin for WordPress and WooCommerce?

In fact, if you’re running a WooCommerce store where you need to manage users and build a loyal customer base, then Profile Builder Pro is going to turn out to be one of your must-have plugins for WooCommerce.

While Profile Builder also has a free version at WordPress.org, the ability to approve user registration is only available in one of the pro versions. However, since Profile Builder Pro has so much to offer beyond just allowing you to approve or reject new user registrations, getting the pro version is totally worth it.

Here are some of the highlights of Profile Builder Pro:

And much, much more. There are many more functionalities that you’re going to find very useful as a WooCommerce store owner.

So now that you understand what you would get out of your purchase of Profile Builder Pro, let me tell you how to go about installing it on your WooCommerce site.

Profile Builder Pro

The all-in-one user management plugin that lets you implement the approve user functionality on your WooCommerce site in a few easy clicks.

Get the plugin

Or download FREE version

Install Profile Builder Pro on Your WooCommerce Store

First things first, you’ll have to choose your prefered Profile Builder plan and purchase it if you haven’t done so already. Then log in to your account on Cozmoslabs and download both the main plugin and the pro extension.

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Profile Builder Download Page

Then, go back to your WordPress dashboard → Plugins → Add New and click on the Upload Plugin button at the top.

Click on the Browse button, locate the main Profile Builder plugin on your computer, and then click on the Install Now button. Once installed, click on the Activate button. Next, repeat the same steps for the other archive, containing Profile Builder Pro.

Enable the WooCommerce Registration Functionality

Now you’re ready to implement the approve user registration functionality in WooCommerce. However, before you do that, you must make sure to enable WooCommerce registration as well on your site.

As we mentioned above, Profile Builder Pro lets you do that too. In fact, you can easily create a fully customized registration form in a few clicks. You can find the tutorial for that here.

Once you have created the registration page, and thus enabled WooCommerce registration on your store, your users would now be able to register themselves on your site.

So let’s now go through how to approve user registrations in WooCommerce with the help of Profile Builder Pro.

Activate the Approve User Registration Functionality

Once Profile Builder Pro is activated on your WooCommerce store, you’ll need to activate the approve user registration functionality.

When you do that, every time a new user registers on your store you’ll get an email notification. You can then manually approve or reject those new user registrations. The registering users would only be able to log in to your WooCommerce store after you approve their registration.

To activate this functionality, click on the Settings option under the Profile Builder menu.

Find the option that says “Admin Approval” Activated. Click on the dropdown menu and select Yes.

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Activate WooCommerce approve user functionality

Once you choose Yes as your option, a list of user roles will immediately appear below the section. This will allow you to choose the user roles for which you would like to be notified about for new user registrations.

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User role based user approval

You can deselect the user roles that you do not want to activate user registration approval for. Then scroll down to the bottom of the page and click on the Save Changes button.

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Save changes with your desired user registration approval settings

Get Notified for New User Registrations

So to test this functionality, we just created a new user on our WooCommerce store. As soon as a new user registers on your WooCommerce site after filling out the required registration form fields, they are prompted with a message letting them know that an administrator needs to approve their registration before they can access their account.

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New user getting notified

This ensures transparency and doesn’t lead to a negative user experience.

Now, as soon as a new user was registered on our WooCommerce site, we also got an email notifying us about it:

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WooCommerce approve user registration email notification

Approve or Unapprove New User Registrations

We can now approve or reject the new user registration from the WordPress dashboard. Just click on the All Users option under the Users menu in your dashboard. At the top, you will see a link saying Admin Approval. Click on it.

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Approving new user registrations in WooCommerce

As you can see, it says 1 pending, meaning 1 new user registration is pending for approval. When you click on that link, you will see the users that are pending approval at the top of the list.

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Pending new user registrations waiting for your approval

Now move your mouse cursor over the pending user, you will see options to approve or unapprove the user. When you click on any of those options, you will get a pop-up asking for your confirmation.

If you want to go ahead with your decision, click on the OK button.

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Confirm new user registration approval

When you do that, you will immediately see a follow-up pop-up saying that the user has been successfully approved.

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Confirmation for new user registration approval

Click on the OK button. That is it.

This is how you approve or unapproved new user registrations on your WooCommerce site.

Finally, you will also have the option to unapprove existing users who have already registered on your site in the past. This includes all users who have registered on your WooCommerce site even before you installed Profile Builder Pro.

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Unapprove existing user registrations

Approve New User Registrations Directly from Your Email

Profile Builder Pro also lets you approve new user registrations directly from your email. You don’t even have to log in to your WordPress dashboard every time you need to approve or unapprove new user registrations.

To enable this functionality, you need to go to Profile BuilderAdd-Ons, and scroll down a bit to find the Email Customizer add-on.

Click on the Activate button beside it.

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Email Customizer add-on

You will now see a new tab at the end of the Settings page under Profile Builder. Click on it.

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Email Customier shows up under Settings

Then click on the Administrator Emails link.

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Administrator Email link

Scroll down to the section that says “Registration with Admin Approval”.

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Registration with email approval

To add the functionality that allows you to approve or unapprove user registrations from right within your email, you’ll need to copy some relevant tags from the Available Tags field to the email content field. I’ve highlighted these tags in the image above.

There are four different tags to choose from here: {{approve_url}}, {{unapprove_url}}, {{{approve_link}}}, {{{unapprove_link}}}.

The first two tags will only include a link in your notification email that leads to a specific page where you can approve or unapprove user registrations. On the other hand, the last two tags will include direct links to approve or unapprove options right within your email.

Clicking on those links will directly approve or unapprove a particular user registration. You won’t have to do that on some other page.

So, copy the tags you need to include in your email content, like so:

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Approve and Unapprove link tags

Now scroll back to the top of the page and click on the Save Changes button on the top-right. Once you save these settings, this is what your user registration email notification is going to look like.

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Approve and unapprove links in the registration notification email

If you click on the first link, you will be able to approve the user registration.

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Approve user registration page

Clicking on the Yes option will approve this user registration.

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New WooCommerce user registration approved

Easily Implement Approve User Registration Functionality in WooCommerce Today!

If you have gone through the entire tutorial above, you know how to easily enable WooCommerce registration and then implement the WooCommerce approve user registration functionality using Profile Builder Pro.

You also get email notifications so that you can always stay on top of new user registrations and approve or unapprove them right from your email.

In addition, you get a plethora of user management features and functionalities with Profile Builder Pro. So give it a try today and set up user registration approval functionality in a few clicks right away!

Profile Builder Pro

Profile Builder Pro is the only plugin you need to not only to enable WooCommerce user registration, but also easily approve new users!

Get the plugin

Or download FREE version

Do you still have questions about approving user registration on your WooCommerce store? Let us know in the comments below!

The post A Guide to Enable and Approve User Registrations on Your WooCommerce Store appeared first on Cozmoslabs.


5 Best WordPress Permissions Plugins to Manage User Permissions and Change Roles

If you’re running a WordPress website where you allow user registrations, a WordPress permissions plugin can make your life easier. It would allow you to manage user permissions in a few clicks without having to touch the code.

However, you need to put some thought into choosing the right WordPress user permissions plugin. This is especially because while some of these plugins are solely designed to be user role and permissions plugins, some others can be a complete user management solution for your website.

So let’s go through a few important factors to consider when choosing your WordPress user role permissions plugin.

What to Look for in the Best WordPress Permissions Plugin?

Well, as with pretty much every type of WordPress plugin, there are a lot of options when it comes to a WordPress permissions plugin as well. However, you need to have a good understanding of what you should look for when choosing a WordPress user permissions plugin.

That being said, here are some of the most important features to consider.

Ability to Customize Permissions Completely

When you’re looking for a WordPress permissions plugin, it’s only natural that your most important consideration should be the ability to customize permissions. Similarly, the flexibility and control you get here are very important.

In other words, the ability to add new permissions to a user role is great, but what about creating a completely custom WordPress user role with custom permissions? Your WordPress plugin to change role permissions should allow for that too.

The ability to set certain new user roles as default user roles can be an important requirement for some site owners as well. And you should be able to add new permissions as well as delete existing ones for default user roles, just like for the other user roles.

Types and Range of Permissions

When you want to manage user permissions, you would want to have access to every little permission or capability your user role could have. Similarly, it’s better if the permissions are as specific as they can be, rather than just allowing access to a few broad permissions.

For instance, granting editing permission shouldn’t mean that the user role would be able to edit both posts and pages. You need to have the ability to grant the user role either the WordPress page permissions or post permissions. They shouldn’t be a broad combined package.

Complete User Role Management

When you’re looking for a WordPress user permissions plugin, you’re not just looking for a solution to help you manage user permissions. You might also want other additional functionalities related to user role management.

For one, you should be able to add new user roles on your WordPress site. Just like how you can edit user roles in WordPress by changing their permissions using the plugin.

Some of the more sophisticated WordPress permissions plugins also allow for cloning user roles. This makes your job easier if you’re looking to create many similar user roles on your WordPress site.

Other User Management Features

If you’re looking to manage user roles and user permissions on your WordPress site, it’s only natural that you would also want to have other user management functionalities.

After all, if you need the have the ability to manage user roles on your WordPress website, you will obviously also want to be able to create a customized user registration page. The same goes for other important user pages like a login page, reset password page, create password protected content, and more.

Similarly, if you’re running a WooCommerce store, you will want your user management plugin to offer certain functionalities like the ability to hide a category in WooCommerce. Some of the better user management plugins are also flexible enough to serve your site as a WooCommerce social login plugin and a WooCommerce My Account page customization plugin.

Best WordPress Permissions Plugins Reviewed

So now that you have a good bit of idea about what to look for in a WordPress plugin that helps you change role permissions, let’s walk you through the best options out there.

Profile Builder

Profile Builder is the best WordPress permissions plugin offering all possible customizations with respect to managing user permissions. However, it goes well beyond being just another WordPress user permissions plugin.

It turns out to be a complete user management plugin for both WordPress and WooCommerce. Ranging from helping you create all the important user pages to implementing specific functionalities on your WooCommerce store, it comes packed with a wide range of important user management features.

Moreover, it’s also very user-friendly. It lets you control and manage advanced functionalities without having to touch the code or have an understanding of any technical factors.

With Profile Builder, you would be able to add new user roles, edit existing user roles, manage permissions for all user roles, make changes to default user roles, clone and delete user roles, change the role for existing users as well as assign multiple user roles to a single user.

In fact, if you’re running a WooCommerce store, Profile Builder also offers the ability to hide products by user roles in WooCommerce.

You can get all the user role and permissions features in the free version of Profile Builder. However, you would need Profile Builder Pro to get access to a lot of advanced functionalities, such as the ability to enable and approve user registrations on your WooCommerce site.

Some of the other advanced functionalities that come with Profile Builder Pro include:

How to Edit User Permissions with Profile Builder

Coming back to the user permissions functionality, managing permissions with Profile Builder is incredibly easy. You need to install and activate Profile Builder from your WordPress dashboard first.

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Installing Profile Builder

Then click on the Settings option under Profile Builder and make sure the “Roles Editor” Activated dropdown menu is set to Yes.

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Role Editor functionality

Once that’s done, you will find an option under Profile Builder – Roles Editor. Click on the Edit link under the user role you want to edit. And then you will be taken to the page where you can manage all the permissions easily.

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Editing user permissions with Profile Builder

As you can see in the above image, you can easily add role capabilities to your WordPress site’s users by clicking on the Select capabilities field. You will find a long list of permissions covered under different categories.

Similarly, you can also delete the permissions you do not want that particular user role to have by simply clicking on the Delete link beside the permission.

That is it. Once you’re done, you can click on the Update button you see on the top-right part of the page.

A Complete User Management Plugin

This is how you can easily use Profile Builder to change WordPress role permissions. But as we said, you should go for one of the pro versions of Profile Builder if you’re looking for a complete user management solution for your WordPress website. Both the plans come with a year of support and updates.

Profile Builder Pro

Manage WordPress user permissions in a few clicks while getting all user management functionalities in a single package with Profile Builder Pro.

Get the plugin

Or download FREE version

Members – Membership & User Role Editor Plugin

Members is a more flexible WordPress user permissions plugin that’s completely focused on managing user roles and user permissions.

One of its more unique features is the ability to specifically deny certain permissions to a specific user role. This means that even if a particular permission is allowed to all user roles, you can explicitly deny it to a specific user role.

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Another popular WordPress permissions plugin

It also allows you to manage micro-level permissions, including the ability to manage plugins.

In fact, if you’re using Yoast SEO, you can choose to use the “give WordPress user access to one plugin” functionality. So the user roles you choose would have access to Yoast SEO.

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WordPress give user access to one plugin

It also has certain useful additional functionalities like content restriction and the ability to create a private WordPress website.

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Additional user management funtionalities

You also get all of Member’s add-ons for free. Some of them include:

  • Specific customizations related to role management for category, tags, and some core functionalities like create_posts and create_pages;
  • Create specific capabilities related to privacy and personal data (GDPR) on your site;
  • An add-on that helps you create a hierarchy within your user role system;
  • Specific role capabilities that let you control whether blocks (in Gutenberg) are shown or hidden to specific user roles;
  • WooCommerce integration.

There’s no premium version for this plugin, although they do offer to sell another different plugin for site owners who are looking to create a membership website.

User Role Editor

User Role Editor is a simple WordPress permissions plugin. It’s specifically designed to change role permissions in WordPress and manage user roles. And it does a pretty good job at that.

Once you install and activate User Role Editor, you will see a User Role Editor option under your Users menu on your WordPress dashboard. When you click on it, you will be able to choose the user role you want to edit permissions for from the dropdown menu at the top.

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User Role Editor for managing user permissions

Similarly, you can see the long list of available permissions right below that. You just need to check or uncheck those permissions for the selected user role.

Once you’re done, you can go ahead and click on the Update button at the top-right of your screen.

If you’re not looking for many advanced functionalities or a complete user management solution, User Role Editor may turn out to be a good choice. It even allows you to manage permissions for WooCommerce user roles in the free version itself.

In fact, the free version is pretty much good enough for everything related to managing user permissions. The paid version, however, would help you do away with the ads.

It would also offer some additional pro functionalities like hiding certain menu items or widgets based on user roles or logged-in status of the users and restricting access to certain posts and pages for selected user roles.

PublishPress Capabilities

PublishPress Capabilities is another user role plugin that’s simply designed to manage user roles and user permissions. It gives you the ability to customize all your WordPress user roles.

One of its noteworthy features includes the ability to restrict certain areas of the Gutenberg and Classic Editor for your user roles.

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Unique user permissions funtionality

Another highlighting feature is that it creates a backup every time you make changes to user role permissions on your site. You can use this backup to restore your site to its previous state in case something goes wrong when changing WordPress role permissions.

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User role backup before making changes

It also allows editing WooCommerce role permissions in its free version too. Other than that, it also has all the standard features. You can add a new user role as well as edit an existing user role.

The pro version does offer certain additional functionalities like denying access to frontend menus and admin menus for your selected user roles.

WPFront User Role Editor

WPFront User Role Editor is another popular WordPress permissions plugin. You can edit user roles easily after installing and activating the plugin on your WordPress site.

Just click on the All Roles option under the Roles menu. You will see a list of all the user roles active on your WordPress website.

Then click on the user role you want to edit the permissions for. You will land on a page with a pretty user-friendly interface. You can edit permissions in two modes: Allow and Deny.

Just check and uncheck the permissions as you want and click on the Update Role button at the end.

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Simple change role permissions interface

Now, you get all the basic features and functionalities for free. You can also add new user roles for free. Then there’s also the ability to set certain user roles as default user roles.

You can easily restrict the WordPress page permissions for certain user roles. And of course, manage all the other similar user permissions too.

However, there are certain functionalities that are only available with the pro version. They include WordPress change role permissions related to categories, tags (taxonomies), and formats.

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Premium WordPress role permissions

Certain advanced functionalities like managing navigation menus and widget permissions are also only available with the pro version. The pro version also allows you to create login redirects for your users.

Profile Builder Is the Most Complete WordPress Permissions Plugin

Using lots of different plugins for different smaller tasks is not a good idea. It not only makes site management much more challenging for you but also burdens your site’s resources.

Your website’s speed is an important SEO factor, and using too many plugins is going to lead to a slower loading site.

And this is precisely why it makes sense to go for Profile Builder. It covers every area of user management for your website and offers a lot of advanced functionalities.

Moreover, it offers every possible customization with respect to user roles and changing role permissions. Give it a try today and you will be glad you did!

Profile Builder Pro

Profile Builder Pro is the best solution for not only managing user permissions but the entire user management of your WordPress or WooCommerce website.

Get the plugin

Or download FREE version

Do you still have questions about what a WordPress permissions plugin can do to help you out? Let us know in the comments below!

The post 5 Best WordPress Permissions Plugins to Manage User Permissions and Change Roles appeared first on Cozmoslabs.

How to Create a Fully Functional WooCommerce Private Store

Creating a WooCommerce private store can seem like a very challenging and tremendous task. However, with the right plugin, it can all become incredibly easy.

You just need to stick around as we guide you on creating a WooCommerce private store as easily as it probably could be, while also walking you through some of the reasons why you would want to have a private store in the first place.

Why Create a WooCommerce Private Store?

A WooCommerce private store may be the solution to many different unique situations as a store owner. Not everyone wants to sell to everyone. Here are some reasons why.

Store Selling Exclusive Products

Some stores may be specializing in some limited-edition exclusive products. And they may have a specific audience or a loyal customer base who purchases their products.

They wouldn’t want random people on the internet to access their store or products. A WooCommerce private store is going to be the perfect solution to this situation.

It would allow the store owners to ensure that nobody other than their existing customers can access their exclusive products.

Restricted Products

If you’re a WooCommerce store selling restricted products, you may want to create a WooCommerce private store to do so. The consequences of selling products to restricted audiences – both legal and otherwise – can be quite serious in many cases.

There are quite a few restricted product categories in both the US and the UK, and the restrictions range from age to demographics as well.

Creating a WooCommerce private store will allow you to vet your users at the time of registration. So that only the users who are authorized by law can access the products you’re selling.

Moreover, you may want to check the restriction status of the products you’re selling. It’s not just the obvious products like alcohol and tobacco that fall under the restricted category.

In many regions including the US, even certain DIY tools, cleaning and beauty products, electronics, and jewelry products are restricted.

Invite-Only Stores

Some store owners have a different vision in mind as their marketing strategy. They don’t want to build a large customer base with lots of hassles and bottom-of-the-barrel margins.

Instead, they may prefer to deal in high-ticket, premium products with higher margins. And target a small segment of premium customers.

Creating an invite-only store would fit much better into their marketing strategy than a general WooCommerce store that’s open for all.

Other Reasons

There can be some other reasons as well for creating a private WooCommerce store. Some of them include:

  • Certain businesses operate only in the B2B space and would need a private WooCommerce store to lock out retail customers;
  • When testing your online store before taking it live on a major scale, just like how SaaS companies create prototypes of their software products;
  • When your store or product listings are not ready to be taken live for the whole market, but you would still like to test the waters and start operations till your store is ready to be opened for all users.

Using the Best WooCommerce Private Store Plugin

WooCommerce and WordPress are super flexible as a platform. They have a plugin to implement pretty much any functionality you want.

And that goes for creating a WooCommerce private store as well. However, you must make sure you choose the best WooCommerce private store plugin that assists you not only with creating a private store but also the entire user management for your WooCommerce site.

And that’s precisely where Profile Builder comes in. It’s a complete user management plugin that also allows you to create a WooCommerce private store in a few easy clicks.

Here’s a look at its most important functionalities related to creating a private WooCommerce store:

And there’s much more. A lot of other functionalities that may not be directly related to creating a WooCommerce private store but would go a long way in helping you with your user management.

However, something you must note here is that while you can simply take your WooCommerce site private with the free version of Profile Builder, a lot of the features you see above would require purchasing the pro version.

Given the value Profile Builder brings to the table for a WooCommerce store owner, the pro version is going to be totally worth it.

Profile Builder Pro

Create a fully functional WooCommerce private store in a few clicks and get all the other required WooCommerce functionalities with Profile Builder Pro.

Get the plugin

Or download FREE version

How to Create a WooCommerce Private Store with Profile Builder

So now that you have a good bit of idea about the kind of functionalities that come with Profile Builder, let’s discuss how to go about creating a WooCommerce private store using this plugin.

Installing and Activating Profile Builder

First things first, install and activate Profile Builder from your WordPress dashboard. Click on the Add New option under Plugins and search for “Profile Builder” in the search bar.

Then Install and Activate it.

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Installing Profile Builder

By installing and activating Profile Builder you’re already halfway through the process. Profile Builder makes it that easy for you.

However, suppose you’re not just looking to create a simple WooCommerce private store but also want to have other advanced WooCommerce and user management functionalities. In that case, you can purchase Profile Builder Pro.

Once purchased, you can download the Pro plugin from your account on Cozmoslabs. You can also download the free version from here as well if you’re planning to go pro right from the start.

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Download Profile Builder Pro

Then upload and install it on your WooCommerce site using the Plugin menu on your WordPress dashboard.

Enabling the Private Website

For creating a private WooCommerce store, the next step after activating Profile Builder would be to navigate to Profile Builder → Settings, and then click on the Private Website tab.

Click on the Enable Private Website dropdown menu and set it to Yes.

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Option for taking your WooCommerce store private

Redirection and Allowed Pages

The second option below that allows you to redirect your users as they visit your store. By default, it’s set to the Default WordPress login page.

However, it’s recommended to create a WooCommerce login shortcode using Profile Builder and use that to create a login page that you can customize to your needs.

If you have created a login page using Profile Builder, you will find it in the dropdown menu.

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Choose custom login page

Choose the login page you want.

Now, as you scroll down further, you will find a field that says Allowed Pages. As the name suggests, you can use it to allow your users to access certain pages.

Unless you’re manually registering users on your private store yourself, you would want to choose a registration page in that field. As you click on the field, a list of all the pages would appear.

Choose the registration page and any other pages you want your visitors to access without logging in. Similarly, if you have a certain path you have created that the visitors can access on your store before they register, you can put it in the next field.

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Allowed pages in private store

Add Even More Functionaly to Your Private WooCommerce Store (Optional)

Now that you know how to set up a basic WooCommerce private store, let me tell you about a few other exciting things you can do with it, depending on your specific needs.

Below I’ve listed a few more functionalities that go hand in hand with everything we talked about so far.

Hiding Menus or Using the Custom Menus Add-On

Next, you have the ability to hide all menus for your visitors until they log in. By default, it’s set to No.

You can use the Custom Profile Menus add-on if you want certain menus to be shown to the visitors and the others to be restricted until they log in.

This is an advanced add-on that is only available with Profile Builder Pro. If you have purchased and installed Profile Builder Pro on your site, you can activate this add-on by clicking on the Add-Ons option under the Profile Builder menu, scrolling down to the Advanced Add-ons section, and clicking on the Activate button beside Custom Profile Menus.

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Installing Custom Profile Menus add-on

Finally, scroll down to the bottom of the page and click on the Save Changes button.

That is all. Your WooCommerce store has now gone private.

Just to be sure, we typed in the homepage URL of our WooCommerce site into another browser we are not logged in from. And we landed straight on the login page.

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Front-end look of private WooCommerce store

The menus are still there as you can see in the image above. We didn’t want to hide them and so we left the Hide all Menus field be set to No.

Creating a Custom Registration Page with Manual User Approval

Again, as we said above, if you don’t want to accept registrations manually or aren’t just running a WooCommerce store only for your personal network, then having a registration page is a must.

You can create a customized WooCommerce registration page with Profile Builder Pro that lets users register on your site to purchase your products. We have linked to the guide with a step-by-step tutorial to create the registration page.

Similarly, since it’s a private WooCommerce store, you may not want to accept all user registrations automatically by default. You probably need to manually reject or approve user registrations on your WooCommerce store. And, of course, you can do that with Profile Builder Pro too.

Hiding Premium Categories in WooCommerce

If you’re looking for a solution that lets you have both restricted and “open” sections on your WooCommerce store, then we have an answer for that too.

In some cases, you may have certain premium products for your specific user base while selling all the other general products to everyone.

You can use Paid Member Subscriptions – a membership plugin from Cozmoslabs – to hide a WooCommerce category. Paid Member Subscription can actually do much more than just hide categories though; it’s a whole membership website system in itself.

But in this case, you can simply put all your premium products under a particular category and hide that category using this plugin.

Hide Products by User Roles in WooCommerce

This is another way of having premium, exclusive, or restricted products on your store without the need to take all the other products private too. Profile Builder Pro very easily lets you create and manage multiple user roles, which you can then use to selectively restrict certain products for all but one or more user roles.

We also have a tutorial on how to hide products by user roles in WooCommerce. Ranging from adding new user roles in WordPress and WooCommerce to offering the content restriction functionality to restrict certain products, you can do it all with just Profile Builder alone.

WooCommerce Amazon Affiliate Plugins

In some cases, it may be a good idea for WooCommerce store owners to consider using a WooCommerce Amazon Affiliate plugin instead of locking their visitors out with nothing to sell them.

If you have more users interested in your products than you can sell or would like to sell to, then a WooCommerce Amazon affiliate plugin may make some good business sense.

What you can do is pull up some related products for your niche and display them on your store using the plugin. When the visitors click on those products or try to purchase them, they will be redirected to Amazon to complete the purchase. You will earn a commission if they complete their purchase there.

It could be a win-win situation for the otherwise completely private WooCommerce stores where this approach could fit in. You would have something to offer to your visitors without opening up your private products to them and earning some additional revenue while doing so.

Creating a WooCommerce Private Store Can’t Get Easier

As we showed above, you can create a fully functional WooCommerce private store in literally just a few clicks with Profile Builder. Moreover, you also get so much control and customizations over how your private store operates and who can access it.

You can also choose to take a different route than creating an entirely private store thanks to the many functionalities of Profile Builder Pro that make a lot of alternatives possible.

So wait no more. Create a WooCommerce private store today and get all the user management functionalities you would ever need for your WooCommerce store by purchasing Profile Builder Pro.

Profile Builder Pro

Create a private WooCommerce store, hide categories, restrict products by user roles, and do much more with Profile Builder Pro.

Get the plugin

Or download FREE version

Do you still have questions on how to create a fully functional WooCommerce private store? Let us know in the comments below!

The post How to Create a Fully Functional WooCommerce Private Store appeared first on Cozmoslabs.

How To Create Your Own WordPress Customer Portal

Looking for a way to enhance your customer experience? Set up a customer portal in WordPress.

A customer portal lets customers quickly access information and helpful resources. These might be related to the product they purchased from you or information on how to get in touch with customer support. A customer portal essentially promotes communication between you and your customers.

In this article, we’ll take a closer look at what a client portal is, and how you can create a WordPress client portal for your business.

What is a Portal Website?

In a nutshell, a portal website is a site that brings information from multiple sources into a single place. These might include blogs, forums, emails, and search engines. It’s essentially a gateway to information on the web.

Types of Portal Websites

Let’s dive deeper into some of the different types of portal websites and what they do:

  • Project management portal. A project management portal can be used to showcase or display all resources being used in a specific project. This way, you can give portal access to all team members and instructors, allowing them to access all resources from a central place.
  • Client or customer portal. A client portal lets users access resources such as help desk, FAQs sections, and contact information to get in touch with the business or download additional resources such as guides or manuals. It can also be used to let customers access the knowledge base, support channels, or forums.
  • Sales portal. A sales portal lets users access and view all ongoing sales data from a single place. In addition to this, you can also use it to share sales battlecards with team members and make downloadables easy to access.
  • Hobby portal. A hobby portal is useful for gathering a community of like-minded individuals. For instance, you can create a “Photographers portal” where all individuals can showcase their skills and share information or ideas with each other.
  • Membership portal. Since a membership involves community building, creating a membership portal to let members access the community forums and discussions is a great way to keep them engaged with the program.
  • Student portal. Universities and educational sites can use a student portal to let enrolled students access downloadable lessons, assignments, and guides, as well as their admission details. It can also be used to let students submit assignments and take quizzes online.
  • Patient portal. Hospitals and medical institutes often have patient portals that users can use to access their medical reports and records, and view medication details securely.

Why Create a Client Portal?

Creating a client portal using a specialized software is a great way to compile all necessary information and present it in a professional way to customers and clients. This makes it easy for businesses to share resources and deliver an enhanced customer experience.

Other than enhancing the client experience, creating a customer portal is a great way to improve brand perception. People will know your brand offers professional service by allowing them to log in to a separate portal.

In addition to this, a client portal also makes it easier for you to share information from a centralized platform. This way, you don’t have to worry about unauthorized users accessing premium resources and content.

Before we jump into creating your own client portal, it’s important to take a step back to better understand what a typical portal website contains.

For starters, a customer portal offers membership or subscription as the main offering to customers. This way, users can subscribe to the portal service to access membership content, online courses, product information, or service information.

A portal website also contains links to other websites that might be helpful to users. Ideally, you also want to add other resources such as forums, calendars, and search functionality to your client portal website.

How to Create Your Own Client Portal

Here, we’ll show you how to create your own client portal in WordPress using robust plugins. The same process will work perfectly for a student portal, patient portal, or any other type of portal website.

For this, we’ll need a working WordPress site with the free Client Portal plugin. We’ll also need to use a member registration and login plugin such as Profile Builder to ensure only authorized users can access the client portal.

Profile Builder Pro

The easiest way to create a WordPress customer portal site.

Get the plugin

Or download FREE version

Step #1: Get the Client Portal Plugin and Configure the Settings

Before we get started, make sure you have the Client Portal plugin installed on your WordPress site. Now navigate to Users → Client Portal Settings using the WordPress admin panel.

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Client portal settings screen

Here, you can configure various settings for your client portal by editing messages that will be displayed to unauthorized users and specifying page content. Using the Restricted Message text box, you can show a message to unauthorized users when they try to access the client portal.

The Portal Log In Message text box lets you display a message to logged-out clients only. Using the Above Page Content, Default Page Content, and the Below Page Content text boxes, you can display anything you’d like in your client portal. For example, you can display links to other websites, forums, contact information, and other useful resources anywhere on your client portal from here.

Once you’re ready, click on the Save Settings button to create your brand new client portal page.

Step #2: Onboard Clients

Now with the client portal in place, it’s time to start onboarding clients to your portal. Let’s go over some of the best practices to follow for onboarding clients successfully:

  • Keep it brief. Keeping your onboarding process as short as possible encourages more people to access the client portal. The easier you make it for users to register and log in, the more likely they will be to do so.
  • Offer a behind-the-scenes look. Another great way to encourage more people to subscribe is by offering them free resources when they first sign-up with you. For example, you can offer a sneak peek into the client portal to let them know what they can expect to find.
  • Offer easy navigation. Another important aspect of any successful client onboarding strategy is making the whole onboarding process simple and easy to navigate. You can ensure all important resources such as the contact form, submit ticket buttons, FAQs, and knowledge base sections are easily accessible when clients first log in to the client portal.
  • Offer product walkthrough and roadmaps. Offering a walkthrough of how your product works and what it helps achieve is a great way to encourage more people to try it out.

Step #3: Set Up a Client Registration and Login Forms

Creating an easy sign up and log-in process can help you maximize registrations and engagement with the client portal. For this, you will need the Profile Builder Pro plugin.

The plugin offers an easy way to set up client registration forms and login pages for your client portal website. After activating the plugin on your WordPress site, navigate to Profile Builder → Form Fields to start creating a custom registration form.

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Add custom fields to login form

This allows you to add custom fields so it’s easier to gather as much information from customers as required. Once you’re done, navigate to Pages → Add New and paste the [[wppb-register]] shortcode.

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Registration page shortcode

Make sure to click on the Publish button to continue. This will display a custom registration page for clients to register themselves on your site.

Similarly, to create a new login page as well, use the same method and paste the [wppb-login redirect_url="http://www.yourdomain.com/page"] shortcode on a page. You’ll have to replace the last part of that shortcode with the URL for the client portal you’ve just created at step 1#.

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Redirect users

This will create a login page that redirects the user to the client portal page you created earlier, right after login. Once you’re done, click on the Publish button to continue.

Bonus: Restrict User Access to the Client Portal

While letting all users register and access the client portal is a great way to encourage more clicks on your site, it also lets unauthorized users access your premium portal content. This is why you should restrict client portal access by user role. You can even charge users a premium to access the client portal.

A great way to create and offer a client portal for your membership and subscription website is by using the Paid Member Subscriptions plugin.

Here’s how you can set this up:

Once you have the Paid Member Subscriptions plugin installed, navigate to Paid Member Subscriptions → Subscription Plans and click on the Add New button.

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Subscription plan

Create a subscription plan so members can subscribe to the client portal by paying a small fee. Click on the Save Subscription button once you’re ready.

You also want to create a new registration page so users who aren’t subscribed and want to access your client portal can do so. Navigate to Pages → Add New to create a new page. Paste [pms-register] in the shortcode block and click the Publish button.

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Client Portal registration page

In this case, you’ll have to make sure to replace the registration page you’ve created using Profile Builder with this one above.

This lets regular members subscribe to the client portal subscription, if you don’t want to offer it for free.

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Client registration form

Now navigate to the client portal page and restrict content using the Content Restriction meta box at the end of the page.

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Content restriction options

You can set the Type of Restriction to redirect and paste the client registration page’s URL. This will redirect all unauthorized users to the subscription page.

Now, all users who want to access the client portal will have to subscribe to you first by paying a small fee.

Additionally, you can also create a new login page for users who have already subscribed to log in to your site so they can access the client portal content. To do this, simply paste the [pms-login] shortcode onto a page instead of the one from Profile Builder.

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WordPress customer portal log in page

Make sure to click on the Publish button to continue.

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WordPress customer portal login page

Now all registered members can log in to their accounts to easily access the client portal.

Conclusion

Creating a client portal yourself can be a challenge, especially if you don’t know where to start. Once you have a solid idea of what kind of portal you want to create for your business, you can start setting up a portal on your website using the free Client Portal plugin.

With a client portal, you also need to offer an easy way for users to register and log in to the client portal. This is where the robust Profile Builder plugin comes in. It lets you easily set up custom login and registration forms on your client portal and works seamlessly with the Client Portal plugin.

Profile Builder Pro

The easiest way to create a WordPress customer portal site.

Get the plugin

Or download FREE version

Finally, you might need to restrict client portal access for all site visitors, only letting specific user roles access the additional content in exchange for a small fee. This is easily possible with the Paid Member Subscriptions plugin.

Ready to create your own WordPress customer portal? Get Profile Builder Pro today!

Do you still have questions about building a WordPress customer portal? Ask them in the comments section below!

The post How To Create Your Own WordPress Customer Portal appeared first on Cozmoslabs.

How to Create and Customize the WooCommerce Lost Password Page

If you allow your customers to register as a user on your store, it’s a must to have a WooCommerce lost password page. And thanks to WordPress’ huge plugin collection, you can create one easily in a few clicks.

But before we get to the tutorial to create a reset password page, let’s take a quick look at some of the reasons why WooCommerce store owners want to have it on their site.

Why Do You Need a WooCommerce Lost Password Page?

If you run and operate a WooCommerce site, you know how important it is to build a connection with your users. Allowing your customers to register as users on your site goes a long way in driving up customer retention.

When you have a user registration page, it’s only natural that you will need a WooCommerce lost password page too. A lot of your users will forget the password to their account and need a way to reset it.

That’s precisely why you need a WooCommerce lost password page for your store. Some of the other things a lost password page would help with include the following:

  • A better user experience;
  • Ensure a higher level of security on your WooCommerce store;
  • Avoid spam accounts since a lot of users who forget the password to their account may end up creating a new account and abandoning their old one;
  • Easier user management.

It’s easy to understand the importance of a lost password page on your WooCommerce site. So, let’s now move to the part where we explain how you can easily create a WooCommerce lost password page using Profile Builder.

Using Profile Builder to Create a WooCommerce Lost Password Page

WordPress offers an easy way to implement any functionality on your WooCommerce site with all of its plugins. Likewise, there are plugins available that help you easily create a lost password page too.

However, Profile Builder is going to be an ideal plugin for the task. It not only lets you create a lost password page for your WooCommerce sites in a few easy clicks but also offers a plethora of other useful user management features as well.

Some of its important functionalities in addition to creating a WooCommerce lost password shortcode include the following:

There are tons more functionalities. Profile Builder is a complete user management plugin that will help you with every area of user management.

Profile Builder Pro

Create a lost password page in a few clicks, manage important user pages, add advanced functionalities to your store and do much more with Profile Builder Pro.

Get the plugin

Or download FREE version

So let us walk you through the process of installing Profile Builder and then using it to create a lost password page.

Installing and Activating Profile Builder

Go to your WordPress dashboard. Click on the Add New option under the Plugins menu. Type in “Profile Builder” into the search box.

When Profile Builder shows up in the search results, click on the Install button beside it. Once installed, click on the Activate button. Now Profile Builder should be up and running on your WooCommerce site.

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Installing Profile Builder

However, please note that while you can create a lost password page using the free version of Profile Builder, you will need to purchase the pro version if you want a lot of other features including many of the ones we listed above.

After purchasing Profile Builder Pro, you can download it by logging into your account on Cozmoslabs.

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Download Profile Builder Pro

You can then install it by clicking on the Upload Plugin button at the top of the Plugins page and uploading the plugin files.

Creating a Page with the WooCommerce Lost Password Shortcode

The next step would be to create a page using the WooCommerce lost password shortcode from Profile Builder. The shortcode is [wppb-recover-password]. You can also find it on the Basic Information page under Profile Builder.

Now, click on the Add New option under Pages and copy this shortcode into a blank page’s content. Give it a title related to resetting the user password for clarity.

It works just as well in both the classic (older) WordPress editor as well as the new Gutenberg editor. If you’re using Gutenberg, it will automatically turn this snippet you copy into a shortcode.

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WooCommerce lost password shortcode in Gutenberg

Don’t forget to click on the Publish button at the top-right of the screen when you’re done. Your WooCommerce lost password page should now be live.

This is how it would look on the front end:

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WooCommerce lost password page

So now when a user puts in their username and clicks on the Get New Password button, they would be sent an email with a link to reset their password.

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Requesting password reset link

The user would then simply need to log into their registered email account and click on the link in the password reset email.

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Reset password link in email

Once they click on the link, they will be redirected to the page where they can enter a new password.

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Reset your password

Entering the password and then the same password again in the second field and clicking on the Reset Password button would reset their password. If you have WooCommerce password strength requirements set on your site though, then their password would need to meet those requirements.

Once they set their new password and click on the Reset Password button, their password would be successfully reset.

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User password reset successful

They would also get an email notifying them about this.

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Email notification for password reset

Linking to WooCommerce Lost Password Page from Your Login Page

So, you’ve created your WooCommerce lost password page. But how would your users find it?

Profile Builder allows you to link to your WooCommerce lost password page from the login page itself. You need to have a link to your reset password page in WordPress on your login page since that’s where most users would realize that they forgot the password to their account.

You simply need to go to your login page and replace your WooCommerce login shortcode with this one: [wppb-login lostpassword_url="/recover-password"]. You can also create a login form using this shortcode if you don’t have a login page on your site yet.

However, keep in mind that you need to replace the /recover-password part in the above shortcode with the URL slug of your own reset password page. Please note that you do not need to put the entire URL, but only the specific part of the page URL that follows after your site URL.

So in our case, this shortcode would become [wppb-login lostpassword_url="/reset-password-page/"].

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Lost password link on login page

On a side note, you can actually have links to both your reset password and user registration page on your login page. You just need to add another argument to the shortcode: [wppb-login register_url="/register" lostpassword_url="/recover-password"]. Here, you’ll have to replace both the URL slugs for your registration page and the password recovery page.

Create and Manage a WooCommerce Lost Password Page in a Few Clicks

Profile Builder makes it incredibly easy to create a WooCommerce lost password page. Furthermore, it also allows you to easily link to it from your login page, making it very easy for users to find your reset password page.

Moreover, Profile Builder Pro comes with a plethora of other useful functionalities. The plugin functions as a complete user management system for your WooCommerce site.

So go ahead and purchase Profile Builder Pro now and control every aspect of user management of your WooCommerce store!

Profile Builder Pro

Profile Builder Pro is a complete user management system in itself that also allows you to create a lost password page easily.

Get the plugin

Or download FREE version

Do you have any questions regarding any of the steps covered in this tutorial? Please feel free to let us know in the comments below.

The post How to Create and Customize the WooCommerce Lost Password Page appeared first on Cozmoslabs.

How to Create WordPress Redirects to Another Page, External URLs, or a Subdomain

There are different reasons WordPress site owners want to create WordPress redirects to another page, external URL, or a subdomain.

The redirect can be based on an important user action or set up to redirect all users landing on a particular page. Whatever the type or need of your redirect, WordPress offers the flexibility to implement it in a few easy steps in the form of a plugin.

But before we jump into that, let us go through some important reasons website owners create different types of redirects.

Reasons for Creating WordPress Redirects to Another Page, External URL, or a Subdomain

Different websites would have different reasons for creating WordPress redirects. So, let’s list down and discuss a few of the common reasons below.

Redirects Based on Important User Actions Vs. Redirecting a Specific URL

Redirecting users based on their user actions is one thing, and redirecting all users landing on a specific page on your site is a completely different thing. The former can only be done for registered users on your site performing a particular user action.

But the latter can be done for all users landing on a particular page of your site. We will explain every detail about both these completely different types of redirects.

WordPress Redirect to Another Page on Your Own Site

The easiest way to increase conversion rate and sales on your website is to drive more users from other parts of your site to your commercial pages. You may have built a good audience for your site through content marketing, but if the users are not landing on your commercial pages then you’re leaving money on the table.

Creating a redirect that takes your users to a specific commercial page on login is an assured way of introducing your products and services to your audience. And increasing your conversion rate and sales in the process.

Redirecting a Specific URL to Another Page

At some point in time, almost every website needs to fix its URL structure. This is especially true for large websites which didn’t focus on a proper URL structure from the start.

Pages get deleted, and then the URLs lead to an error. This not only leads to a negative user experience, but also a negative effect on your website’s rankings in the search engines.

These URLs need to be redirected to the right, relevant pages. If no pages have been created as a replacement for them, they need to be redirected to the homepage.

WordPress Redirect to an External URL

There are also certain cases where a website needs to redirect its users to an external URL. Maybe you’re promoting a product as an affiliate and want all your users to visit it.

Or maybe you have a landing page for one of your products or services hosted separately from your website. You would want your users who are registering themselves or logging in to your site to visit that page so that they can convert into customers.

Redirecting a Specific URL on Your Site to an External URL

You may find a resource on some other site that’s better than what you have created on your own site. In that case, you may want to redirect a page on your own site to an external URL in your users’ best interests.

However, a lot of affiliate websites also routinely redirect some of their pages to the affiliate offer they are promoting. This helps them increase the conversion rate since the users would land directly on the sales page of their vendor partner.

WordPress Redirect to a Subdomain

Just like an external landing page, you may also have your landing page hosted as a subdomain of your website. In that case, you may want to redirect your users to your subdomain.

Similarly, you may also have a subdomain to showcase all your products or services in one place. You can also choose to redirect your users to that page so that your products or services get more exposure.

Redirecting a Specific URL to a Subdomain on Your Website

In some cases, a website would also redirect to a subdomain linked to it. A lot of website owners want to declutter their site and work on organizing their site’s categories.

They may choose to only keep the most relevant categories on their website. And create subdomains for each of the other categories that are not as relevant to the main topic or niche of their website.

This not only helps create a better website structure in some cases, but also helps get an advantage from the search engines since niche relevancy is also an important factor in search rankings.

Now that you’re aware of some of the main reasons WordPress website owners create different types of redirects, let’s get to how to create each type of redirect mentioned above.

Using Profile Builder to Create WordPress Redirects to Another Page, External URL, and Subdomains

Just like for adding pretty much every functionality you want to your WordPress website, you will need a plugin to create WordPress redirects too. A good plugin will make it easy to create different types of redirects as well as offer useful customizations.

Profile Builder is one of the most complete user management plugins. It not only helps you create different types of WordPress redirects in a few clicks, but also manage other user management tasks like creating a customized registration page and a lot more.

Here are some of the other main functionalities of Profile Builder.

In other words, you can create all the important user pages and manage all user-related tasks on your WordPress website using Profile Builder.

Let’s now get back to where we started – creating different types of redirects. But before that, you will need to install and activate the Profile Builder Pro plugin.

Profile Builder Pro

Create many different types of redirects and control every aspect of user management on your site with Profile Builder Pro.

Get the plugin

Or download FREE version

1. Install and Activate Profile Builder Pro

If you want all the features and functionalities of Profile Builder that we discussed above, including the ability to create custom redirects, you’ll need at least the Basic version of the plugin.

 

Now once you have purchased the Profile Builder Pro, you can download the main and the pro plugin by logging in to your account on Cozmoslabs.

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Then go to the Plugins menu on your WordPress dashboard and click on the Add New button at the top. Then click on the Upload Plugin button.

Upload the plugin files one by one, clicking on the Install Now and then the Activate button each time. You now have both Profile Builder free and the pro version up and running on your WordPress website.

2. Enable the Custom Redirects Add-On

Next, youțll need to enable the Custom Redirects add-on.

Click on the Add-Ons option under Profile Builder. Scroll down a bit and you will find the Custom Redirects add-on. Click on the Activate button beside it.

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Activate Custom Redirects

Once activated, you will also see a Custom Redirects option listed under the Profile Builder menu on your WordPress dashboard.

Now you’re ready to start creating different types of WordPress redirects. Let’s begin with the WordPress redirect to another page.

3. Create a WordPress User Redirect to Another Page Based on User Action

First things first, you can create many different types of redirects with Profile Builder Pro. Let’s take a quick look at them below:

  • Redirects based on username or user ID: This option works for creating individual redirects for one or more specific users;
  • User role based redirects: You can also set up redirects based on specific user roles, different from individual or general redirects;
  • General or global redirects: A global redirect is a general redirect, and it would cover all users who do not fall under any of the other redirects listed above;
  • Redirect for default WordPress pages: Profile Builder also allows you to redirect the default WordPress forms and pages.

Now, to create a redirect to another page on your own site based on a user action, simply head to the Custom Redirects page under Profile Builder.

Assuming you want to set up a general redirect for all the users landing on a particular page, you need to create a global redirect. So, scroll down to find the Global Redirects option on the page.

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Global or general WordPress redirect

Click on the Redirect Type dropdown menu. A list of all the redirect options will show up. Ranging from a login redirect in WooCommerce and WordPress to a WordPress logout redirect, as well as a redirect on registration, reset password, edit profile, and more, you can set up a redirect for pretty much every important user action.

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Redirects for important user actions

In our case, we choose the login option. So Profile Builder will redirect all the users logging in to a page of our choice.

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WordPress redirect to another page

Once you have chosen the user action and the landing page for the redirect, you just need to click on the Add Entry button. So in our case, Profile Builder will redirect all users logging in to the URL you can see in the image above.

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WordPress redirect on login to another page

You can create a WordPress redirect to another page based on user roles or usernames in the same way. The only additional step would be to choose a user role, or enter a username or user ID, respectively.

Redirect a Specific URL to Another Page on Your Site

The above method would allow you to redirect your users performing different important user actions to an external page. However, what about redirecting users landing on a particular page of your site to another page, including those not registered on your site?

In other words, how to go about redirecting a page or URL on your site to another URL? Well, you will need to use the Content Restriction functionality of Profile Builder to do something like this.

Click on Settings under Profile Builder. Then click on the Content Restriction tab. Set the dropdown menu at the top that says Enable Content Restriction to Yes.

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Enabling content restriction functionality

Scroll down to the bottom of the page and click on the Save Changes button.

Now go to the page or post you want to redirect to another URL. Next, scroll down to the part that says Profile Builder Content Restriction.

For the Type of Restriction, click on the Redirect option. Then make sure the Logged In Users checkbox is ticked.

Then click on the “Check if you wish to add a custom redirect URL for this post” option. Enter the URL you want to redirect that page to in the field below that option.

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WordPress redirect page to external URL

This will make Profile Builder redirect all users that are not logged in to the URL of your choice. If you want to redirect all users, no matter if logged in or out, you can check the Administrator role in the Display For section so that your user role would be the only one not redirected. Alternatively, if your site has multiple users with the Admin user role, you can create a new one that’s not being used by any other user on your site.

Then scroll back up and click on the Update button which you use to update the page or post in WordPress.

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WordPress page Update button

Now, all your users landing on the page you just updated will be taken to the URL you specified in the content restriction redirect URL field.

4. Create a WordPress Redirect to External URL Based on User Action

Creating a redirect to an external URL with Profile Builder Pro is as simple as creating a redirect to another page on your own site. You need to follow the exact steps we discussed above.

The only thing you need to do differently is when entering the redirect URL, enter the external URL instead of a URL on your own site.

So again, following the same steps we discussed above to set up an external redirect on this site, we would just enter the external URL in the Redirect URL field.

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WordPress redirect to external URL

Clicking on the Add Entry button would bring this redirect alive.

Redirect a Specific WordPress Page to External URL

Again, if you want to redirect a specific page on your site to an external URL, you need to follow the same steps we explained for the redirect type covered above.

Just enter the external URL you want the users to be redirected to in the redirect URL field instead of a different URL on your own site. Your users landing on that particular page would then be redirected to the external URL.

5. Redirect a WordPress Page to Subdomain

If you only want to redirect registered users performing a particular user action on your site to a subdomain, you need to use the Custom Redirects functionality as explained above. Again, the only difference would be that your destination URL would not be another URL on your site, but the subdomain you want to redirect the users to.

However, if you want to redirect a specific page to a subdomain of your website, then you’ll need to use the Content Restriction functionality of Profile Builder which we covered above.

Again, you need to restrict the page in the same way we explained for the other types of redirects above, but just enter your desired subdomain as the redirect URL. Just like something you see in the image below.

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WordPress redirect page to subdomain

Profile Builder Pro Offers Every Type of Redirect You Will Ever Need!

After going through this detailed tutorial, I’m sure you understand that Profile Builder Pro offers every type of redirect you will ever need on your WordPress website. It can redirect users to another page, an external URL, or a subdomain based on important user actions, like registration or login.

Moreover, Profile Builder Pro can just as easily redirect all users landing on a particular page on your site to another URL, be it an internal, external URL, or a subdomain of your website. You’ll just need to use a different functionality for that.

Furthermore, it comes with a plethora of other useful user-related functionalities. The pro version of Profile Builder would help you control the entire user management of your WordPress website easily, conveniently, and effectively.

Profile Builder Pro

You can create every type of redirect imaginable with Profile Builder Pro while getting access to tons of other useful user management functionalities.

Get the plugin

Or download FREE version

Please post a comment below if you have any questions about any of the steps we explained in this tutorial.

The post How to Create WordPress Redirects to Another Page, External URLs, or a Subdomain appeared first on Cozmoslabs.

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