Creating paid groups in communities is an effective way to monetize and manage exclusive content within a CRM platform. Here’s a step-by-step guide on how to set up both privately and publicly paid groups in the CRM.
Private and Public Groups
- Decide whether your group will be public or private. This choice impacts how users can join and interact within the group. In the CRM settings, select the appropriate option.
One-Time Payment
For groups requiring a single payment for unlimited access:
- Go to Settings and select Subscriptions.
- Choose “Add new price”, enter the amount, and select ‘one-time’ as the payment type.
- Click “Add”, and then “Save” to implement the one-time payment for the group.
- Optionally, enable Test Mode to trial the payment process.
Recurring Subscription
For groups with ongoing subscription fees:
- In Settings, go to Subscriptions.
- Click “Add new price”. Specify the Amount, set Type as ‘Recurring’, choose the Billing Period (Monthly/Annually), and add Trial Days if applicable.
- Click “Add” then “Save” to create the group with a recurring subscription.
- Activate Test Mode for payment trials.
Group Access
Admins need to grant access manually:
1. Payment Confirmation: After payment, access is granted similar to private groups – through the People Tab, filtering for ‘Requested’, and then accepting or denying membership.
2. Public Group Sign-Up: In public groups, users gain membership immediately after payment.
Notifications
1. Admin Alerts: Admins receive email notifications of user payments with details.
2. User Confirmation: Users get a confirmation email regarding their payment and membership approval.
Cancellations and Refunds
Cancellation Process
- Via CRM Payments: Users receive a confirmation email, and admins are notified. The user is removed from the group.
- Via Stripe: Similar process as CRM Payments cancellation.
Refunds
1. CRM Refunds: Initiated from Payments > Transaction screen.
2. Stripe Refunds: Managed directly through Stripe.
Restoring Deleted Contacts
If a user’s contact card is deleted and restored, they should regain group access without additional payment.
Charge Limits
– Refer to Stripe’s documentation for minimum and maximum charge amounts in various currencies.
In summary, setting up paid groups in a CRM is straightforward. Choose between one-time or recurring payments, ensure proper setup in the CRM settings, and manage memberships and payments efficiently. This approach offers a versatile way to create exclusive, monetized communities within your CRM platform.