In this article:
- Creating a membership
- Creating and managing tiers
- Membership settings
- Creating fixed-length memberships
- Free trials
- Discounts on memberships
- Increase membership price for existing customers
- Sending updates or planned emails to your customers
- How it works for customers
- Restrictions for Memberships
- Using the Gumroad API
- Looking for more information?
Creating a membership
From your Products dashboard, click "New product" and choose either "Newsletter," "Membership," or "Podcast" as your product type to create a product with periodic recurring charges -- aka. Memberships.
Give your product a name and a monthly price. When you're ready, click "Next: Customize."
On the Product tab, you can add your Product's title, add a description, and you customize the last part of the URL of the product. (Or you can use Gumroad's pre-populated URL. In the case of the screenshot below: the product part of the URL is "QaSmj")
Then, add a thumbnail and a cover image. The difference between the two is that the thumbnail shows up in the Gumroad Library, Discover, and Profile pages and your cover image is what people see when they look at your profile and your product.
Creating and managing tiers
Having multiple Tiers can help you:
- Create levels of membership access, with each tier providing customers at each tier level receiving different combinations of files
- Sell software with different license levels (Individual / Team / Company)
- Offer an additional service on top of your digital product, such as a coaching call or a trip to a mini-golf course.
Now, let's make some different Membership tiers.
First, select Add Tier, then add a title and a description:
To limit product sales for a specific tier, enter the maximum subscriber number in the Maximum number of active supporters box.
Then, upload all of your files directly to your tier. You can upload files from your device, Dropbox, from an existing Gumroad product, or link to an external URL. To delete any files just, select the trash can icon. If you need to, you can change the name of your files. Click the dropdown icon and enter a name for your file and a description if you want:
You can deselect any files you don't want in your tier by clicking the checkmark circle to the right of the filename. You can also change what files are in what tiers by selecting the pencil icon and selecting the Tiers beneath it that you want it organized under:
If you want to change the order of how your tiers appear, hover over the left side of the tier and click and drag to the desired order:
You can click on the corner of the preview box to view how your membership will appear and double-check everything looks correct. Yep, looks great! If you've chosen to have a set number of members to a tier, the number of slots appears under the tier name. In this example, there are only five slots open on the Family Tier:
You can send customers to a specific tier by selecting Share next to the title of the tier. When you click that, you will be sent to your membership landing page with the tier of your choosing pre-selected. You can then share the URL at the top directly with your customers.
Reassign a member to a different tier
Did your customer select the wrong tier? Are you deleting a tier and need to move customers to a new one?
Reassigning members is a quick fix. Go to the Audience tab in the navigation. Click on the customer to change the tier. Under "Tier" select the new tier and click "Save":
This does not charge or refund the customer; it simply changes their tier. The change does not affect pricing or payments - the customer will always continue to pay the same price they are currently paying.
Letting customers switch tiers or payment frequency
For Memberships with multiple tiers, customers can change tiers at any time and choose how they want to support you from the Manage Membership page of their membership. They can find this page through the link in their receipt, or if they have a Gumroad account, they can hover over the Membership product in their library.
If they upgrade their membership to a higher tier, they will be charged a “prorated” rate. They will get a discount for the remaining part of their subscription, which will be subtracted from their new Membership rate. The discount is calculated as of the end of the current day.
So, if they are paying $5/month and change to an $8/month tier, they will be charged $3 that day to make up for the rest of the month, until they are charged $8 again.
If they downgrade their membership (move to a lower tier), their current plan won’t be changed immediately. We will wait until the end of their billing cycle to downgrade.
They will get a receipt of their change in their email inbox.
What happens if you delete an active tier?
Sometimes you don't want a tier associated with your membership anymore and wish to delete it. But how does that affect buyers who have already bought the tier you want to be deleted?
From the point of view of such customers — nothing changes virtually. They'll continue to have access to files associated with their tier at the time of deletion unless you also delete those individual files! If the files are deleted, customers will not see any files attached to their purchase.
Also, deleting the tier does not stop customers' subscriptions. They will keep paying their recurring charge until the membership is canceled. The Licenses API will also keep returning the (then deleted) tier in the variants field.
Thus, if you plan to delete the files along with the tier, we recommend that you reassign the customer to another tier that will remain live. (See the section above here on how to do that.) Also, please note that changing tiers will NOT change the dollar amount customers are charged.
If you want members to lose access to their files after their membership ends, click the "Members will lose access when their memberships end" toggle.
You can generate a unique license key for each sale, and even toggle multi-seat licenses.
You can also show the number of members on your product page to entice future customers to sign up.
If you're selling a product that can fall under the e-publication category, you can mark it accordingly.
Lastly, you can set the default payment frequency when a customer lands on your membership page.
Creating fixed-length memberships
To create a fixed-length membership, click the Automatically end memberships after a number of months toggle in your "Membership settings" and type the number of months you'd like your membership to continue.
Please note that the number you enter must be a multiple of the payment options you are offering on the product. So, if you are offering a yearly payment option, you can't set the membership to end after 13 months.
Sometimes like a fine wine, a taste test is needed before a customer fully commits. Gumroad offers the ability to give customers a free trial for a limited time—either a week or a month.
To set up a free trial for your membership, go to Settings at the bottom of your product editing page and toggle on Offer a free trial:
Note: Customer cards will be charged at the end of their free trial, either in 7 days or 28-31 days, depending on the month. Currently, we only have these two options.
Forty-eight hours before the trial ends, your customers will also be sent an email indicating they will soon be charged. If they do nothing, the charge will proceed. If they cancel, you will also get an email informing you.
Customers will not be able to sign up for another free trial if they cancel their membership during the first free trial. However, repeat free trials are allowed if they cancel the old membership after an actual charge.
Additionally, one day if you decide to turn off a free trial, this will not affect people currently on them. Buyers will continue to have their free trial and will not be charged immediately. However, any new customer coming to your product will not see any free trial.
Discounts on memberships
You can offer discounts on your membership for all the recurring charges, or just the first one. Learn more about that here.
For membership products, the default billing period is monthly. You can also offer pricing options for every 3, 6, and 12 months. Toggle on the options you want to offer, and if you want to change the price of any of these options, simply change them:
Increase membership price for existing customers
If you update a membership tier’s price and want it to apply to your existing members as well, toggle on the “Apply price changes to existing customers” setting.
When you increase the price of a membership, all existing customers will receive a notification email with 7 days' notice before the change takes effect. This gives customers plenty of time to decide if they want to continue with their subscription at the new price point.
You can customize the message going out to your customers and send yourself a sample email as well.
Here’s a demo of this feature from Helen: https://youtu.be/st8ns96z7d4?t=1293
Sending updates or planned emails to your customers
You can use our Emails feature to update customers about new files being added or any changes to the membership in general.
You can also send out automated, scheduled emails to your customers using the Workflows feature.
You can choose to send different workflow emails to the individual tiers or select the entire membership itself.
How it works for customers
To get a sense of the buying experience of a membership, check out our free example product.
Your customers can create a Gumroad account when they purchase from you and can access all your product updates from their Gumroad Library. They will also be able to use our mobile app to view the membership's content. Membership can be canceled from their email receipts or the "Manage membership" link.
If they don't create a Gumroad account, they will only receive product updates from you via Emails. If they decide to create an account later, they will see all their product updates in their Gumroad Library.
You can cancel your customers' memberships, refund them (fully or partially) for specific payment installments, or resend their receipts from the Sales dashboard.
When a membership is canceled, the customer will have access to the content up until the end of their billing period.
Restrictions for memberships
- You cannot change your billing currency after you have created your membership.
- You cannot delay payments on subscriptions - i.e., where customers buy the membership on a launch date in March but do not pay until May. The date of purchase is the date for recurring billing date.
- You cannot give a membership as a gift.
Using the Gumroad API
To pull information about your subscribers and membership products through the API, please refer to:
Looking for more information?
To get a sense of what a membership looks like for customers, check out our free example membership product.
Check out this Memberships Q&A with Gumroad's own Philip Kiely: