Member Pod Guide


PRODUCT PAGE: http://www.hexater.com/themes/member-pod/

Theme Demo

Theme demos are provided for a couple of reasons.  First, of course, so you can get an idea of how the theme looks and feels before you purchase.

Secondly, with this user guide and referencing the same demo, you can replicate it on your own domain and website.  Test and try everything out before you start setting things up with your own products, services and/or content; take it for a test drive and see how everything works. 

And, from there, it also gives you a great starting point or framework to add your own content, media, layouts and configurations.

This theme’s demo: http://demos.hexater.com/member-pod-v2/

Just reference the demo above and follow the instructions below this section.

WordPress Install & Theme Activation

Install the Newest Version of WordPress (see: How to Install WordPress).

How to Install Sample Content

This section is optional.  Sometimes it’s helpful to first set up your new theme to look like our Theme Demo and then modify it per your needs.  To help accomplish that, we provide both the Content and Setup Routine below and an XML file that will import our sample content and media.

If you haven’t already, you’ll find this file to download in your themes admin under the ADMIN MENU > Appearance > Hexater Theme Info.

Here’s how to install the sample content:

  1. ADMIN:  Tools >> Import
    1. WordPress – Click Install Now
    2. WordPress – Run importer
    3. Browse and Choose the XML Content File You Downloaded
    4. Click Upload File & Import
      1. Assign Post to Existing User or Create a New User
      2. Tick the Box: Download and import file attachments
      3. Submit

ImportantThe XML only installs default posts, pages or media with some exceptions.  It does not import content into the customizer, custom posts or other special settings areas (eg, post meta-boxes). 

It also does not automatically configure any other settings, widgets or menus.  You will need to follow the Content and Setup Routine outlined in this doc and add everything not imported by the XML manually.

Warning: sample content should ONLY be imported on a fresh install of WordPress.  It should not be used if you have an existing website, installation of WordPress and previous content.


Theme Customizer Routine

ADMIN: Appearance >> Customize

LIVE PREVIEW: The customizer is an awesome, core feature of WordPress that we take full advantage of in our themes.  As you make changes on the left panel, you can see those changes update and appear in the live preview to the right.

Theme Customizer Steps

The customizer is divided into top level panels.  Each Panel is divided again into sections

PANEL: Logo & Header

  • This panel has only one main section
    • Logo
    • Logo Text – The logo will default to this text if no image is uploaded.
    • Site Title – if no logo image is uploaded, and no logo text is entered, this will be used instead
    • Site Icon

PANEL: Menus

  • Edit existing menus or create a new menu
  • Choose the menu to display in the theme’s menu location

PANEL: Front Page Sections

(Only visible when viewing the front page.)

  • Callout Section
    • Remove or change the background image.
    • Enter the title for this section.
    • Enter the text for this section.
    • Check the ‘Hide Callout Search Field’ box to remove the search field.
    • Enter the text for the search field placeholder.
  • Features Section
    • Click the ‘Add new Feature Box’ button to add a box to the features row. (Maximum of 3)
    • Click and drag to reorder, click ‘Remove’ inside the tab to remove the box.
  • Main Section
    • Enter the Font Awesome icon to use above the lesson title if an image has been added for that lesson. This icon will also be used for the Modules pages.
    • Leave this field blank to display no icon.
  • Hide Front Sections
    • Check the boxes next to the sections you would like to hide.

PANEL: Widgets

(only widget areas that are visible on the current page will display)

  • Footer Row
    • Add widgets that will show up on the footer of each page.
  • Modules Sidebar
    • Add widgets that will show in the sidebar of each Modules page.
      • Recommended plugin for this widget area: (RCI) Modules List
  • Lessons Sidebar
    • Add widgets that will show in the sidebar of each Lessons page.
      • Recommended plugins for this widget area: (RCI) Lessons List, (RCI) Modules List

PANEL: Footer Copyright

  • This panel has only one main section
    • Enter the year established and the company name to add to or override the default values, or enter alternative text to override all default text.

PANEL: Advanced Controls

  • Select a Color Scheme
    • If the default color scheme for this theme doesn’t suit you, feel free to try out these other options put together by our design team!
  • Color Workshop – Here you can change colors individually on the site (works with any scheme).
    • Palettes are designed to cover the main color choices on the site.
  • Custom CSS
    • As of WordPress 4.7, the first field should be used to add custom css.
    • Custom CSS (legacy field) – This field is from version 1 of this theme and only included to make an easy transition to version 2.
      • It is recommended that you copy what is in this field and put it in the WordPress custom CSS field above, as this field will be removed in future updates.

Done with the Customizer… Save & Publish!

Member Pod – Pod Settings

Quick and Easy Steps to Add Modules & Lessons!

Simple 5 step system to set up your members area!

Member Pod settings can be found on the admin menu here:

Step 1 – Add Modules

 – Click on the Module Menu and add a module.

Step 2 – Add Lessons

– Click on the Lessons Menu – assign it to the module via the dropdown in the right sidebar.

Step 3 – Review, Manage and Tweak

– Click on Pod Settings to adjust the order, delete, add and manage all the modules and lessons!  You can also set your home page and manage release dates for your modules.

Step 4 – Add Widgets

– Add the RCI Module and Lessons widgets to your sidebars.

Step 5 – Add Modules to Your WP Menu

– Add the module to the top menu using Wordpress’ built in menu system.

We’ll go more in depth in the next sections.

Module, Lessons & Settings Walkthrough

Set Up Member Pod in 5 Steps – Detailed Review

Step 1 – Add Modules

ADMIN MENU > Member Pod > Modules

  • Everything starts with a module. 
  • You can include content like a regular post or page.  This content will display above the lessons.

Step 2 – Add Lessons

ADMIN MENU > Member Pod > Lessons

When you create a lesson you can choose the associated module and the order.  Note, this can then be tweaked and modified in Pod Settings later.

Step 3 – Review, Manage and Tweak

ADMIN MENU > Member Pod > Pod Settings

Add a module for your home page (front page)

  • IMPORTANT: this overrides the default WordPress static front page.

Add Global Drip Settings

You can schedule individual modules to release on selected dates (Release Date & Time – See Below). However, you can also override this with a super simple global drip setting based on ‘days’.

Simply choose the number of days and content will be released every ‘x’ number of days based on when each user registered.

Modules

  • Easily drag and drop modules – automatically saves the order.

Lessons

  • Open and close module/lesson settings with the click of a button.
  • Easily drag and drop lessons – automatically saves the order.
  • Remove a lesson from a module
  • Easily add lessons by choosing one from the dropdown provided.

Schedule Modules

You can schedule when your module is released and provide pre-release text!

Example of settings in admin…

Example of release info on front end..

Step 4 – Add Widgets

There are two custom widgets provide with this theme.  These can be added to your sidebars to provide navigation for your modules and lessons.

  • These are smart widgets – the Lessons List module recognizes what module it’s in and will serve an ordered list of the lessons in that module (only).
  • Show a list of relevant lessons for that module.
  • Show a list of modules on any sidebar on the site!

Example of our custom widgets displayed in the sidebar:

Step 5 – Add Modules to Your Top Menu

Add the module to the top menu using Wordpress’ built in menu system. Add lessons to the menu as well. (This is also how you add a download group to the menu.)

Member Pod Feature: Download Groups

ADMIN MENU > Member Pod > Download Groups

Create a download group to offer files for your members. The downloads listed will display under the post’s content.

Note: Files added to the content area or added as the featured image will not be included in the downloads list.

Add, Remove, & Edit Files

  • Upload your files to the media library. Make sure you are using the list view.
  • To add a file to a download group, click the attach link, select the group, and save.
  • To remove the file from the group, click the detach link in this view or in the group’s post.
  • Click on the edit link in the post or from the media library to add info to a file by adding content to the description field.

Download Group Widget

Add the downloads widget to display a list of the most recent download groups. Enter a title, some introduction text, and how many posts to show.

How to Protect Your Members Areas

Important: This theme does not offer a way to protect access or pages.  It’s only focused on the content and provides a way for you to manage content within a members area using a Modules and Lessons structure.

However, the theme is built to compliment membership or other solutions that protect content; nothing is intentionally done to prevent this and most solutions should be compatible with this theme. 

We can’t guarantee all plugins will work with our theme.  We have tested and can recommend these two free solutions to get you started:

  1. s2Member
  2. Simple Membership

Those will give you all you need to protect your content in the free versions.  We are not in any way affiliated with these solutions and all related support questions should go to them.