How To Control Your Menu Navigation For Your Membership Site

In this installment of our membership site series, I’ll show you how you can control your member navigation menus so that you can show/hide menu options depending on their member status. You can even show/hide menu options based on the tags on their user profile for fine-tuned control.

The tools for this approach are:

  • FluentCRM
  • WP Fusion
  • Kadence

Transcript Of This Video

Okay, let’s continue our series on building a membership site. It was a little bit of a delay there in the timeline. All right, so basically in this one, we are going to go ahead and build a NAV menu, and I’m going to show you how to control the NAV menu based on your membership. All right, so let’s go ahead and get moving. Okay, so here on the screen is the mockup site that we’ve been working on. You can see we’ve got a pretty standard top menu navigation here. Okay, so what we’re going to do first is I’m going to add a couple of things in here that might be more typical of a membership. It doesn’t matter if the pages exist right now because the way that menus work with WordPress press as we can control these menus basically regardless of what’s going on. So let’s go in and go into that. Let’s go to Appearance. Let’s go to Menus. All right. And here is our menu. So there’s a couple couple approaches here that I want to show you in this video to control your menu navigation. First of all, you can add things like our dashboard.

This is a perfect example. We’re going to go in and add the dashboard. I usually put this at the top of the menu. Let’s get rid of the homepage because our logo is typically clickable, and there’s not really much of a need for that. We’re going to have that in there. Let’s save that. All right. You can see we got ourselves the dashboard page. Now, what we want to do here is a couple of ways that we want to do this. First of all, you can have one menu navigation. You assign it to your primary location for your theme, which is what we’ve done. Now what we want to do is show and hide certain menu options based on what’s going on, whether they’re logged in, whether they have particular tags on their profile. We do that using WP Fusions’ integration with the menu. So it says WP Fusion, menu, settings. Right now, everything is set to everyone. However, I could very easily make it to where this particular one, which would make sense for the dashboard, is only shown to logged in users. Now, you can also see that if we choose that particular setting, we also have the ability to add tags in here.

Okay, now, I don’t remember what tag we had in there, but basically the tag drop down from my Fluent CRM, in this case, would then show up and we can select any tag. If we have different member levels, for example, we can choose which tag show that. For a dashboard, typically, it would only be shown to logged in users. Let’s go ahead and save that. Once again, I happen to be logged in here, of course, so it shows up. But if I were to open this up in a private browser window, you can see that the dashboard is not showing up because in this particular window, I am not logged in. Coming back to this screen, you can see that when you actually know what your tags are, like member, you can see that I can actually select it. They would have to have that particular tag in order for that menu option to show up. Let’s say that they have to have bought one of our individual workshops, and you have a tag to a specific product. For example, customer. Let’s say they have to have bought the workshop A in order to see this dashboard link.

This is how you can do this type of stuff in order to actually take control over the menu. And then you also have, of course, the option to show these only to logged out users. So that’s something you may want to do for, let’s say, an About page or an opt-in page or let’s say, registration page or something like that. Those types of things may not make sense to show to people who are already logged in. You might wonder, why would you want to hide the About page? You don’t have to. But of course, if somebody already registered on your site, they already probably know who you are, they know what you’re all about. So why take up menu navigation space for that particular purpose? Now, in this video series, I am using the Cadence theme. So it provides these particular display locations. You might look at this one logged in and logged out and think, Well, where would those go? This is typically, and we’ll do this in just a second, but this is if you want to add a My Account area to your header, and then you can control the drop-down menu that shows up underneath that.

But I don’t typically use that. I usually just stick with the primary location here. Now, depending on your theme, and if you’re using something else other than cadence, you might have different display locations that show up. And typically what you can do in some cases is create different menus. You create a new menu and you would assign it to another spot of your site. But also some themes will actually present different display locations for whether a person is logged in and logged out. And then depending on where that actually shows up, you can control your member menu that way. Again, these particular options here are not for your main header navigation. In the case of Cadence, this would be for a My Account drop-down, which we’re not currently using on our site. Okay, so what I just showed you with regard to how I added that dashboard, and I use these settings here, is pretty much how I do this on everybody’s site. But there’s one other thing I wanted to show you, and that’s if you go to the WP Fusion settings. All right, and if on this main settings page, if you scroll down just a little bit, you will have this option here called Hide from Menus.

And you can see that I don’t keep it checked. But if I check this, then basically it will then hide things automatically from the menu if our permissions on that page are set so that that person who’s logged in cannot see it. Okay? I personally like to control it on the actual little navigation menu itself in the menu section. I find it to be a little bit simpler that way. However, this is an option that you have as well, and it would basically make it automatic. And so at that case, let’s say if you were to go have one of your pages, and let’s say this one here, the dashboard, see how we’ve got this one locked down so that they have to be logged in to see it? Well, automatically, WP Fusion would hide it from the menu if we check that box in the settings, because our Our permission settings means that that person who’s public would not be able to see it. Same if we were to add a tag permission to a page, like say this member test page, they need to have the members tag in order to see it.

Well, if a person is logged in and they do not have the members tag, WP Fusion would then automatically hide it from our navigation menu. All right, one other thing I want to show you, and that is we’re going to add a My Account like a button over here in the menu because a lot of sites, they will have the navigation menu, but then separately, they’ve got a button for either registration to create an account or to log in or something like that. And with Cadence, it makes it really easy to do that. So what we’re going to do in this case is we are going to go into our Theme Customizer. All right, let’s go to our Header settings. You can see here when we have the Cadence Pro set up in the header tool, tools basically enabled, we’ve got all these different things that we can add to our header. One of them that I use all the time is this one for account. We’re going to go and stick that right next to the primary navigation. You could see here that we now get a little icon. Now, there’s various things that we could do here.

We can just keep it as an icon. We can also change the icon. We can do an icon plus a label, in which case we put the word account next to it. Of course, we’re looking at this as if we are actually logged in. If you come over to this area, you can control what actually happens. Now, in this case, it’s set to use a drop-down menu and our navigation menu, and then we would select the menu we want. Probably nothing there right now because I haven’t actually selected anything. What I typically do is I change this option to a link, and I I would then set this to be the URL to the My Account screen from Woocommerce. That’s what I typically do. All right. Then, of course, it turned black there. What we need to do here is now go to the Design area and let’s set that back to… That’s the background. That’s not what I was looking for. Let’s change the… There it goes. This is what I’m looking for right here. Good. I want to make that white again. Okay, now let’s go back over to general and let’s look at what it would look like for logged out people.

Good. So see how now we got back to the icon. What we’re going to do here is let’s go ahead and set to this one. Let’s go to the icon and label. We can either use a modal login, which would put our login into a popup. What I usually do, because I use plugins to rewrite the login page, so I would basically link this to my login page. This is what I usually do. Now, the other thing, too, is that you can see that this login/logout option that we did earlier is not really going to be necessary anymore. We’re going to go ahead and get rid of that. First of all, let’s change this color again so it looks good on this nice blue background we got. Sometimes this cadence thing will not show, but it will show white. Let’s do this. All right, now let’s go ahead and do that. There it is. For good measure, sometimes it’s nice to put a little divider in there. Let’s do that. Let’s put a divider between that and the NAV menu. Let’s go ahead and change the color of that to a pretty light color like that.

Let’s go ahead and get rid of this Logout option because it’s a little redundant at this point. Let’s get out of the Customizer. Let’s go over to our menu options yet again. Go to our main menu, and let’s get rid of this thing that we had added earlier. Okay, there we go. Now, let’s see about pulling up the private browser window we had earlier. I got to clear the cache. Okay, and here, after I cleared the cache, you can see what this option would look like if a person is not actually logged in. Might actually make a little sense to move this menu over into the menu, or sorry, into the middle. Let’s go and do that real fast. Here’s the login versions. What we’re going to do is we’re going to go back to our… Go back to our Theme Customizer. Go back to the header area, and we’re going to go and move the primary navigation. If I can just grab it right into the middle. Cool. It’ll be like that. All right. Now, there we go. You can start to see how these things can come together. Of course, with Cadence, you get all these other things.

We could add a search icon over here like that. That will pop up a little search box. You got all these little different things that we can add up into our menu navigation with Cadence. But this is not really a tutorial video on using It’s not against per se, but I just wanted to show you how to start taking control of your header and how to start controlling the permissions and what shows up conditionally based on logged in, logged out, things like that. All right, well, there you have it. I think that makes it fairly clear on how to control your top navigation for your membership site, of course, using WP Fusion. Now, if you’re using a different platform like Member Press or something like that, it’s got similarities, but the interface is a little bit different. We’re not using the tag, stuff like that. It would be based on member levels and that type of setup. But that’s just not the way I do it, so therefore, I’m not going to show it to you that way. Keep in mind that the same functionality that we’re using in the top menu would work on any other type of menu that you’re using, including footers and stuff like that.

So if you did want to apply those types of permissions to other menus on the site, you can do that. It would also work in drop-down menus. It’s all the same functionality presenting, whether they can view it if they’re logged logged out. And then if you want to assign particular tag permissions, you can do that. Now, one word of advice I would just give you from experience is don’t stuff your NAV menu. A lot of people, they put way too many options into their NAV menu. It’s okay to instead of stacking everything into drop-downs and all that, you can just take them to another navigation page and then link out to different subpages from there. It doesn’t all have to be in the top menu because then it just becomes a little bit unwieldy to navigate that thing. All right? So if you have any questions, you need any assistance with this, feel free to ask away in the comments below. I’ll see you on the next video in the series.

Duration

14m 31s

Date Published

January 14, 2025

Categories

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