This method is the easiest method to lock your content. To use it, just find the “Patreon Level” metabox on the right hand side in your WP post editor.
With current default post editor for WP 5+ (Gutenberg):
Or, if you are using Classic Editor:
As you will notice, this select box will have your Patreon tiers loaded. If tiers do not appear, you may need to force your browser to refresh your browser cache using the method for browser for forcing the refresh of the page. For example, in many browsers running on Windows platform, this would be CTRL+F5. Doing this should force the refresh of your tiers by pulling them from Patreon.
The tier selection box will show the names of your tiers if you have named your tiers. If you havent, they will be named “Tier 1, Tier 2 etc”. The $ value of the relevant tier will also be shown alongside.
Select the appropriate tier for which you want to lock your particular post, and update the WordPress post. Or if you were posting a new post, just publish the post.
This will mark that post locked with the relevant tier, and any user who wants to access that post will need to be a patron from the required tier or higher.
You can lock your content simply by using this option without having to use the more advanced options below.
If you wish to use more advanced locking options, you would need to click “Show advanced” and make them appear since they come hidden by default.
Precise $ amount
This was the former way to lock posts that required entering a amount. Now you can use this box to lock your content for a particular amount which you dont have in your tiers. So that only currently active patrons who have that $ amount of pledge and higher can see this content.
Using this box is not necessary since the tier select will accomplish the same task. You should use this only when you want to lock a post for a specific $ amount which is not found in your tiers. When used, this box overrides the tier select box.
Require active membership at post date
If you check “Yes” for this option, the content you are locking will require the user to have been a patron at the date or before your content was posted. This is in addition to the $ amount required in “Simple Lock” earlier.
A user visits a particular content you locked for $5. S/he has $5 membership or higher. S/he has been your patron before you posted that content. Fulfilling both criteria, the content is visible to him or her.
Another user visits that same content. S/he has $20 monthly pledge, which is much higher. But s/he has been your patron for only a few months, whereas the content was posted 6 months ago. This user wont be able to see this content and the plugin will notify him or her why the content is locked.
Total lifetime pledge
This is an all powerful option that allows you to override all the others.
When you add a $ amount here, the plugin will check how much total pledge the user has, and will allow him/her to see the content if s/he has enough. This allows you to reward your long time patrons, and even patrons who were long time patrons but now who arent active.
A content is locked with “Simple Lock” and/or “Require active membership”. The content also has $300 total lifetime pledge option set.
A user visits the content. S/he pledges $3, which is not enough for the $5 content. Moreover, s/he was not an active patron at the date content was posted. But s/he has $350 total lifetime pledge. All other options are overridden and the content is visible.
Another user comes. S/he is no longer an active member. But, s/he has over $500 lifetime pledge. Since the $300 total lifetime pledge, the content is again visible.
Another user has $10 pledge, but was not an active member at post date. And s/he has only $200 lifetime contribution. Content is locked.
Together with the earlier two locking options, this option gives you the capability to reward your long time or higher tier patrons.