Vault Setup
To manage vaults, click on the Member Area link in the My Site menu, then click on Vaults.From here, you can:Add a vault. Click the Create Vault button to do this.Edit a vault. Click the name of an existing vault to see the vault contents and to edit it. When editing a vault, there is a Delete Vault button if you'd like to remove it, which will remove all the contents of a vault, including pages and discussion rooms.View/message contacts in a vault.Open the vault as the administrator.Customizing VaultsWhen you're editing a vault, each vault can be customized in a number of ways. Every vault must have a name. It's also a great idea to add to the About This Vault section to describe your vault, which may include text, images, videos, etc. The Short Vault Summary field is shown to visitors before they go into the vault. There also is an option to change the label on the button that people click to enter the vault, as well as a way to choose if the person gets a campaign when they gain access to the vault. Having a vault campaign is highly recommended, and if you do so, first, copy the system campaign called "Built-in welcome to vault campaign" and modify it. It has some tags and links in it that ensure that your visitor will be able to create their account in your member area if they have never been in there before. More information on campaigns is here.If you would like people to be able to see this vault in their vault list even though they haven't joined it, check the "let others in the member area see and join this vault" box. If the vault does not require payments, people will be able to click and immediately see the vault's contents.  If you'd like to approve who gets added to a vault while showing it others in other vaults, see this article for an approach to use.If the vault requires a payment, the user will be shown the payment screen and will only be able to access the vault contents upon payment. Vault ContentA vault may have pages, classes, and discussion rooms in its content. Any content will appear when your contact visits that vault in the member area.To add vault content, click the Add Content button. A window will appear asking you what type of content you'd like to add or copy. If you'd like to add a page, pages are created in the same way as the page builder.If you'd like to add a discussion room, simply give it a name, the personalization options such as photos, and an optional About section.Payment SetupWhen editing a vault, there is a Payment Setup tab. You'll need to have set up a payment processor before being able to complete this step.On this tab, you can create one or more payment plans or subscriptions, provide a message that appears on the purchase page to give people a reason to pay to gain access, and even set up a pre-purchase campaign. The pre-purchase campaign is added to the contact immediately after they visit the vault, so you can follow up with them if they don't purchase. If they do purchase, this campaign is removed from their account so they are no longer contacted.Vaults may be set up with multiple different payment options and currencies at once. For example, if you'd like to provide a "pay in full" and a payment plan option, you can do that. The vaults support one-time payments, payment plans (e.g. 3 payments of $X) or indefinite payment plans (for ongoing membership sites) with the option of an initial one-time fee added to it.Automatic RemindersIf you'd like to remind people to finish their classes in a vault, which can boost engagement and completion rates, click on the Reminders tab and check the box next to one of the inactivity reminder emails. Select how many days out that you want a reminder email to be sent, along with the message.  The message can be personalized with contact tags.