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Creating Multi-Level Access Products

Creating a multi-level product

Do you have a single course or membership group that has multiple levels of access such as a Premium or Basic level?

Follow the steps below and we will help you get this set up.

  • First: You are going to need to create a separate product for each level of access. Remember to use an internal name that lets you know which product is which level. 
  • Second: Make sure your Membership site is set-up and connected to each of the above products. 
  • Third: You will want to publish your pages. You can set pages to be auto-publish and control who can see what and when through that route. But if you don't plan to drip the content based on a time schedule then the easiest way to publish a page is to set it to publish and follow the steps below... 
  1. Select Content from your Simplero Dashboard
  2. In the Membership sites tab, select the member site you wish to create a multi-level access
  3. Select the Courses tab
  4. Locate and select the Course name
  5. Within the Course, click the Course settings button in the upper right corner

    Course_settings
  6. Scroll down to the Access control section and select the Only available to customers who purchased the following product(s) option then select the product(s) that should have access to the page.

    Access_control_for_multi_level_access
  7. Note that if you do not have any products attached to this site, you will not see the Products which should have access option list. You will need to go to the product and add this site under Content.
  8. Scroll down to the bottom and click the Save changes button

What if my customers want to upgrade or downgrade to a different Level?

Managing the upgrade process when your product pricing type is Purchase

  • First: Create a product with just the upgrade cost (NOT the full price of the higher product). So if you have a Basic product that is $50 and a Premium product that is $75, your upgrade cost is $25.  So you would create a product called Premium Upgrade and set the simple price to be $25. 
  • Second: You are going to add 2 triggers to the Upgrade product you just created. 
  1. Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. For example, if they are moving from Basic to Premium you would select the Premium product in the trigger. 

    upgrade-trigger-large.jpg
  2. Add another trigger to remove them from the lower level access they moved from. For example, still working with Basic and Premium this trigger would remove them from the Basic product. 

Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with. 

Managing the upgrade process when your product pricing type is Subscription

  • First: Duplicate your higher level access product and internally label it "upgrade to product ABC". So if you have a basic and a premium you would duplicate the premium product and then label it "upgrade to premium access"
  • Second: You are going to add 2 triggers to the Upgrade product you just created. 
  1. Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. For example, if they are moving from Basic to Premium you would select the Premium product in the trigger.

    upgrade-trigger-large.jpg
  2. Add another trigger to remove them from the lower level access they moved from. For example, still working with Basic and Premium this trigger would remove them from the Basic product. 

Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with. 

Managing the downgrade process when your product pricing type is Purchase or Subscription

You can simply offer them the normal order form for the product with the lower level access. The only thing you need to do is add 1 trigger to the lower level access product that removes their access to higher access product. For example, if you have a Basic and a Premium level, the Basic product will have a trigger that says when the participant is activated remove access to the Premium product. 

Best Practices

If you want your customers to be able to upgrade between the levels you probably want them to be able to tell in the membership site what they cannot access at their level of access. A best practice for this is to create the menu page to say "this section is only available to customers with XYZ access" and then provide them with a link where they can upgrade their access. (See instructions above for allowing upgrades.) Then set the higher level access pages to be subpages of this menu page.

The menu page setting will need to be set to Published viewable by everyone, and then you will be able to edit the subpages settings to only be viewable by the higher level access products. The reason for this is because the menu page controls the subpages. So, if you were to set it to only be viewable by the lower access product then you would not be able to give access to the subpages to the higher product. 

Last updated 3 Dec 2018.
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