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How to Create a Recurring Membership Product

Learn how to set up Membership Product

A membership product on WithMe lets you charge members on a recurring basis (monthly or annually) in exchange for ongoing access to content, perks, or a community. You can create up to 3 paid tiers per membership product, all from your Hub dashboard. To add a free tier, create a separate membership product and set it to free.


šŸš€ What Is a Membership Product on WithMe?

A membership allows creators to offer ongoing value instead of one-time products.

Common uses include:

  • Exclusive posts or content drops

  • Community access

  • Courses or learning material

  • Live sessions or updates

  • Free or paid memberships

šŸ“Œ Important to Know Before You Start

  • Membership consists of tiers. Paid tiers are created within one membership product; a free tier is a separate membership product that you set to free.

  • You can edit tiers later, even after publishing.


How to Create a Membership Tier

Step 1: Go to Your Hub

  1. Log in to your WithMe account: withme.so/login

  2. From the left menu, click My Hub

  3. Scroll down and click + Add Product


Step 2: Choose Memberships

  1. Select Membership from the product list


Step 3: Set Up Tier Details

In the Details section, fill out the following:

  • Product title: Name your membership tier

  • Thumbnail: Upload an image that represents your tier

  • Button text: Customize the call-to-action (for example, Join now)

Click Next to continue.


Step 4: Set-up Checkout Page

In the Checkout section, configure how your membership appears and is sold.

Landing Page Setup

  • Add media: Upload up to 10 images or videos

    • Canva designs are supported and the best pick (the size auto-adjusts to the frame)

  • Add description: This appears below the media and product title on the Sales/landing page

Membership Hierarchy

Choose how this tier relates to other tiers:

  • Hierarchy (stacked tiers)

    • Higher tiers include access to content from lower tiers

    • Lower tiers cannot access higher-tier content

    • Best practice: Share content across tiers to avoid duplicate uploads while allowing some additional exclusive premium perks to the higher tier members

  • Isolated tiers

    • Standalone tiers with no shared content

    • Best for completely separate offerings

šŸ“ŒNote:
1.)You need at least two active memberships to configure the hierarchy.

2.)This is a general setting that will affect all membership tiers. Changes made here will apply to your entire membership structure.

Pricing

  • Set a monthly price, annual price, or both

  • Members can choose their preferred billing option if both are enabled.

šŸ“Œ Note on "Lifetime" access: In WithMe, "lifetime" describes the duration of access — it means permanent, never-expiring access. It is not a billing descriptor and does not indicate recurring charges.

Add Membership tier Benefits

Choose what members get access to:

  • Click on "Add Benefits" and add up to 4 benefits

  • Select from predefined benefit options

  • Can't find what you're looking for? Add your own! Write custom perks in your own words using "Add your Own" at the bottom or "Custom benefit - write your own" option present at the top

  • Add messages as membership benefit

  • Click on "Finished Adding Benefits"

Examples:

  • Exclusive posts

  • Courses

  • Community access

  • Live sessions

Messages (Membership Benefit)

You can include Messages as a benefit in a paid membership tier to give members message access each month. If you want to offer free direct messaging limited to a specific community, create a free custom product with the direct message feature enabled instead.

When enabled, members receive a set number of messages every month as part of their paid subscription, making this a great premium perk for higher tiers.

How Messages Work

  • Select Messages from the benefits list when setting up a tier

  • Choose how many messages members receive per month

  • Message credits reset monthly as long as the membership is active

Why Use Messages as a Benefit?

  • Encourage direct engagement with members

  • Add clear, recurring value to premium tiers

  • Incentivize upgrades without adding extra content

šŸ’” Tip: Messages work best in higher-priced tiers where members expect more direct access or support.
​
Click Next to continue.


Step 6: Set Up Optional Settings & Publish

Customize how your membership is delivered and monetized. These settings are optional—enable only what makes sense for your membership setup.


Enable Free Trial (Optional)

Offer a free trial so users can explore your content before committing.

How it works

  • Use the dropdown to turn the 14-day free trial on or leave it set to No Trial

  • Members get full access during the trial

  • At the end of the trial, they are automatically charged unless they cancel

  • To disable trials, leave this set to No Trial

šŸ’” Tip: Free trials often increase conversions, but offering full access upfront may reduce immediate revenue.

āš ļø Important: The Free Trial setting is global. Setting it to "No Trial" on any one tier removes free trials from all membership products across your account.


Add a Free Membership Tier (Optional)

To offer a free tier, create a separate membership product and set it to free, rather than a paid tier.

Important to know

  • You create a free tier by creating a separate membership product and setting it to free, not by enabling a setting inside a paid tier's Checkout section.

  • Posts made to a membership product are visible to everyone at or above that tier level, so a free-tier product and the paid tiers above it effectively share the same posts.

What free members get

  • Access to free content

  • Email updates

  • A simple way for you to collect leads and convert them into paying members

āœ… Recommended for:

  • Creators building an audience or offering previews

  • Creators with a strong, consistent content pipeline

  • Businesses with a clear upgrade funnel

āŒ Not ideal for:

  • Established creators with high demand

  • Premium or exclusive content providers

  • Services that require significant 1-on-1 time


Community Access

Choose which communities members in this tier can access.

  • Select one or more existing communities

  • Or create a new community exclusively for this membership

When you create a new community:

  • The community name is taken from the product name

  • You can edit the name later from the product page

šŸ“Œ Note: Categories and threads inside a single Community (Announcements, Q&A, Wins, etc.) are shared with every member of that community, and you can't lock a specific category or thread to a higher membership tier. To restrict community content to higher-tier members, create a separate Community product and include it only in the higher tier. Tier-based access control works at the Membership level, not within a single community's categories.


Publish Your Tier

Review your settings, then click Publish Tier to publish šŸŽ‰ Your membership tier is now live.


Tips for a Successful Membership

  • Start simple — one paid tier is enough

  • Clearly explain what members get

  • Offer value at every level (even free tiers)

  • You can always edit tiers later

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