Membrly Premium Documentation

Overview

Membrly Premium is a modular WordPress membership system for onboarding, OTP verification, plan selection, UPI payments, member dashboards, donations, official documents, events, admin tools, and mobile app integrations.

Quick Start

Use this order for a clean first-time setup.

1. Upload the membrly folder to /wp-content/plugins/, or install it from the WordPress Plugins screen.
2. Activate Membrly Premium from Plugins in WordPress admin.
3. Open Membrly > Settings and save organization, support, OTP, and founding-date settings.
4. Create or review membership plans from the Membrly admin screens, including role mapping for General, Primary, Active, and Founder members.
5. Open Membrly > Payments > Gateway APIs and configure UPI or UPI Pay before collecting payments.
6. Create public WordPress pages for registration, plans, dashboard, profile, donor plan, recent members, and member documents using the shortcodes in this guide.
7. Open Membrly > License to verify a premium license if the site needs paid modules.
8. Test a full member journey: register, verify OTP, select plan, submit payment, approve payment, view dashboard, download documents, and confirm email delivery.

Admin Menu Map

The main WordPress admin entry is Membrly. Some menus appear only after the related premium feature is active.

Payments and UPI Pay

Membrly includes a gateway registry with UPI Pay, Cashfree, and PayU contracts. UPI Pay is available for membership payments, donations, premium license purchases, and WooCommerce checkout when WooCommerce is active.

Required UPI Pay Setup

1. Open Membrly > Payments > Gateway APIs.
2. Enable UPI Pay in gateway availability.
3. Paste the UPI Pay user_token from the merchant dashboard.
4. Keep the gateway URL as https://paygo.bmpparty.org unless the provider gives you a different base URL.
5. Copy the displayed webhook URL into the UPI Pay dashboard.
6. Enable debug logging only while testing. WooCommerce logs use the membrly-upi-pay source when WooCommerce logging is available.

Manual UPI

For manual UPI collection, set the UPI VPA and, optionally, the UPI QR image URL before publishing membership or donation payment flows.

WooCommerce

When WooCommerce is active, Membrly registers the same UPI Pay gateway for checkout. WooCommerce-specific UPI settings are not required; the gateway reads Membrly payment settings.

Premium License

Core workflows run without a paid license. A verified Membrly site license unlocks advanced modules and controls update eligibility for the licensed email and site URL.

Premium Feature Catalog

Frontend Pages

Create normal WordPress pages and place the relevant shortcode inside each page or shortcode-enabled block.

Navigation Menu Placeholders

Classic WordPress navigation menus can render member controls by adding a Custom Link with one of these placeholder URLs:

#membrly-member-menu
#membrly-member-messages
#membrly-member-notifications
#membrly-member-avatar

Shortcodes

These shortcodes are registered by the plugin modules.

Examples

[membrly_auth_button label="Login / Register"]
[membrly_auth_button auto_open="yes"]
[membrly_member_menu show="messages notifications avatar" badges="yes"]
[membrly_team_directory view="team" include_members="yes"]
[membrly_recent_members limit="8" columns="4"]

Memberships

Membrly tracks members through plan selection, payment status, member status, role progression, and optional founder-member date handling.

Suggested Membership Setup

1. Create public membership plans and confirm pricing, duration, and role mapping.
2. Publish the registration and plans pages.
3. Test OTP delivery for the selected email and SMS providers.
4. Submit a test payment and approve it from the admin payment review screen.
5. Confirm that completed members can open the dashboard, profile, and document pages.

Donations and Campaigns

Membrly seeds campaign-aware donation types and can credit member wallets, generate referral links, track candidate pledge quorums, and send donation receipts when premium donation modules are active.

Seeded Donation Types

Candidate Pledge Targets

Referral Rules

With premium Member KYC Verification, Referrals, and Campaign Achievements active, verified members receive unique membership and donation campaign referral URLs. Campaigns can require KYC before referral-linked donations are accepted.

Documents

Membrly can render membership cards, membership letters, appointment letters, donation receipts, and donor certificates. Premium settings control card design, document graphics, body copy, placeholders, signatures, and stamps.

Document Delivery

When membership is activated and premium document features are enabled, Membrly can email the Membership Card and Membership Certificate links once. Approved donation submissions can email donation receipts and Certificates of Appreciation when the donation receipt module is active.

Founder Join Dates

Founder-member dates let historical founding members display an organization join date that differs from their onboarding timestamp.

1. Set the organization-wide founding date in Membrly > Settings > Organization Founding Date.
2. Assign the Founder Member plan from Membrly > Members > View Member.
3. Optionally set a member-specific Founder Join Date Override on the same member view.
4. Confirm the founder join date on the member profile, membership card, and membership-letter surfaces.

Mobile API

Membrly exposes REST endpoints under wp-json/membrly/v1/mobile/. In WordPress admin, open Membrly > API for live endpoint URLs, authentication guidance, and copyable request samples.

Authentication

Use standard WordPress REST authentication: Application Passwords, cookie authentication for first-party apps, or a site-level REST authentication plugin. The bootstrap endpoint reports whether WordPress Application Passwords are available.

License Upgrade API

The license manager also registers /license-upgrade/config, /license-upgrade/request, /license-upgrade/payment, and /license-upgrade/status/{request_id} for the premium license purchase flow.

Troubleshooting

Launch Checklist

• Plugin activated and WordPress/PHP requirements confirmed.
• Organization name, support details, founding date, OTP settings, and policy content saved.
• Membership plans, role mappings, and Active Member pricing reviewed.
• UPI or UPI Pay settings configured and test payment completed.
• Registration, plans, dashboard, profile, donor, directory, and document pages published.
• Header or menu includes member login, messages, notifications, and avatar controls where needed.
• Premium license verified on sites that need premium modules.
• ID card, member letter, welcome email, typography, and donation receipt branding reviewed.
• Founder member handling tested for at least one founder profile when founders are used.
• REST API bootstrap, plans, campaigns, and authenticated member endpoints tested for mobile integrations.
• Full member journey tested from registration through dashboard and document delivery.