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Levels: Free, Email, and Paid On One Program

Written by Melinda Haughey

This article is about the Proxi admin app at app.proxi.co.

A program doesn't have to ask everyone for the same thing. You can keep some of it open, ask for an email to see more, and charge for the rest — all on one join page, with one list of what's inside.

The Who Can Join tab is where you set that up. A level is a way in plus the items it opens. Levels aren't ranked — there's no ladder — so each one opens exactly what you've put on it. Anything you haven't put on a level is open to everyone.

What It Looks Like

Say a downtown association has three things to share:

  • A walking map of the district, on no level — anyone with the link.

  • A member deals list, on a level called Insider that asks for an email.

  • A shop-local guide, on a paid level called Patron.

Somebody who shares an email gets the walking map and the deals list. Somebody who pays gets the walking map and the guide — and the deals list too, if you ticked it on Patron as well. Levels don't include each other, so that's a choice you make, not something that happens on its own.

Adding a Level

Click Add a Level and pick what it asks for — Ask for an email, Ask for payment, or Ask for a password. Give it a name people will recognize on the join page; "Insider" and "Patron" read better than "Level 2" and "Level 3." For a paid level you set the price in the same step. Each password level carries its own password, so you can have more than one.

Two combinations don't work, and we'll say so when you save. A program has one paid level — to charge different amounts, add ways to pay to it rather than a second paid level (see Several Ways To Pay For One Level). And an email level can't sit beside a password level: the join page asks for one thing, and beside a password it would have to turn away anyone who only typed an email. Pick one or the other.

Putting Items On Levels

Two places do the same job — use whichever is in front of you:

  • On Who Can Join, each level has a What this level unlocks checklist. Tick the items it should open.

  • On What's Included, each item has a pill for every level. Tick the levels that should open it. An item with nothing ticked reads Open to everyone.

An item can be on more than one level, and any of them opens it. The content is held back on our side, not just hidden in the browser, so there's no peeking.

Which Level The Page Leads With

The join page shows every public level. Open a level's menu and choose Make Default to put its card first — the gentlest way to steer people toward the option you'd rather they take. A Link Only level can't be the default.

Turning Levels On For A Program You Already Run

Nothing moves until you add your first level. Until then, the What's Included tab keeps its Free / Members switch, and everything works as it did. When you do add a level, everything marked members-only lands on it, and everyone who already joined keeps exactly what they had. Moving an item onto a different level afterward is a separate, deliberate tick.

Good To Know

  • One level per person. Somebody who joined at the email level can still join the paid one from the join page. Somebody already paying who wants a different paid level cancels first (Manage membership on the join page), then joins again — so nobody pays twice.

  • What members see. On the join page, the level someone holds gets a checkmark, and only the items on it open. If your paid members should also get the email-level items, tick those on the paid level too.

  • Removing a level. Untick or move its items first — the remove button stays off while anything is still on it. Anyone who joined at that level stays on your list and keeps getting your emails; they just lose access until they join again at another level.

  • You bypass all of it. As the owner you see everything, so check the real thing in a private browser window.

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