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Setting up Paid Memberships

 

Member System allows you to build two types of membership programs: tiered program and paid program. With paid membership, customers enroll by paying a fee to enjoy member-exclusive benefits. You can create more than one paid membership with specific benefits based on your needs and customer base. This helps you identify high-value customers effectively, increase returned purchases of customers, and grow your brand. 

 

In This Article

 


 

Limits on the Number of Paid Memberships

How many paid memberships you can set for your program depends on the plan you subscribe to. At the moment, only the Pro plan supports the paid membership program, with up to 2 paid memberships allowed.

Note: 
  • You can only switch your membership program type between Membership Levels and Paid Membership 5 times a day. 
  • Configure your program as soon as you select a program type, as this selection is counted as one switch.
  • If you exceed the limit, try again after 24 hours. 

 


 

Enabling/Disabling Paid Membership

You have the flexibility to enable or disable paid membership in the member system whenever you need. After setting up paid membership for your store, ensure that the paid membership rules are enabled. You can check if the rules are enabled by looking for a green dot next to Membership in the menu or by checking if the switch on the paid membership page is turned on.

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By switching the toggle of Enable rules on the upper right corner, you can manually enable/disable paid membership.

If paid membership is disabled, it becomes invalid. Member status is no longer displayed in the customer panel, and membership benefits together with some of the point rules and member price products become invalid as well.

 


 

Creating Paid Membership

To start, please enter the Member System > Membership > Create a paid member or +Add a member

  1. In the paid membership page, click Create a paid member.
    • If you are creating a new paid membership for the first time, click Create a paid member on the paid membership page.
    • If you are adding another membership to an existing list of paid memberships, click +Add a member.
  1. Configure basic membership settings.
    • Paid member name: You can customize the name of paid membership, such as Prime member. This name will be displayed in the member panel and is visible to customers.
    • Pricing: You can specify a membership price, which will be displayed in the customer panel. By paying the membership in full, customers become paid members.
    • Membership expiry date: You can specify a validity period for paid membership, ranging from 1 to 12 calendar months. The customer becomes a paid member immediately after paying the membership, and becomes a non-member when the membership expires.
      Note: If you modify the name, price, and expiry date of paid membership, members that have completed payment and are still within the validity period won’t be affected, but those who want to buy paid membership will be affected.
  1. Add a benefit
    You can set benefits entitled to paid members. At present, Member System supports six types of membership benefits: Get points on payment, Exclusive discounts, Exclusive cash voucher, Exclusive free shipping coupon, Birthday month discounts, and Custom privileges.
    • Get points on payment is a one-time benefit. Customers receive points once paying the membership.
    • Birthday month discounts is a one-time benefit. Customers receive discount coupons by the release time you configured.
    • The other benefits can be issued multiple times.

 

Benefits can be issued at the following timings:

    • Immediately after purchase: Benefits are issued immediately after a customer purchases a paid membership.
    • On a special date every year: After a customer purchases a paid membership, benefits are issued at 8 AM (GMT+8) on this special date every year if the customer's membership is still valid.
    • On a periodical basis: After a customer purchases a paid membership, benefits are issued once within a certain period.

For example, if you configure to issue one exclusive shipping coupon to every paid member on the first day of every calendar month, customers will receive an exclusive shipping coupon on the first day of the second month, the third month, and so on after purchasing the paid membership, until the paid membership expires.

Note: Adjusting the time for issuing benefits affects both existing and future members.

 

Conditions of use include the following:

    • Limited number of uses: A limit is applied to the number of times members can use the benefits.
    • Unlimited number of uses: Benefits can be used without a limit of times once they are issued.

All benefits are only valid for members only.

You can customize the validity of benefits to be the same as the expiry date of paid membership or a specified period after the benefits are issued.

Note: Custom privileges are for display only. You need to fulfill the benefits, such as shipping in 24 hours.

 

  1. Set up benefit information

You can customize how benefits are displayed in the customer page, including the name and description of benefits on the right side of the member benefit setting page.

    • Benefit name: Use a short and sweet title to let customers know what this benefit is offering.
    • Benefit description:  You can detailedly describe the content of benefits, time of issuance, conditions of use, eligible products, and what customers gain to inspire customers’ interests.
  1. Set a paid membership icon

You can use the default icon or upload a customized icon.

  1. Click Save after finishing the settings.

 

Notes:
  1. Once a paid membership is added, a product will be automatically generated for this membership so that customers can purchase and pay for it.
  2. If you delete the paid membership or switch to membership levels:
    • The paid membership will no longer be available for customers to purchase. 
    • This membership product will be removed.
    • All the configured rules will be disabled.
    • Members who have paid the membership and are still within the validity period will continue to receive all benefits until their membership expires.
  3. A paid membership product can’t be deleted. It will be automatically restored even If you remove or delete it.
  4. Paid membership products are not eligible for discounts, offers, and store credits. Please make sure you don’t add discounts or other offers for paid membership products. Otherwise, benefits can’t be issued properly. You will need to refund the customer or manually modify the customer’s membership tag in the customer management panel.
  5. If a customer purchases a paid membership and later requests a return or refund, all benefits will remain active until the membership expires. Please handle returns and refunds for paid memberships carefully.
  6. After adding benefits for a paid membership, members who have purchased the paid membership and are still within the validity period will be immediately entitled to the new benefits added except for the upgrade points.
  7. After adjusting or deleting benefits for a paid membership, members who have purchased the paid membership and are still within the validity period won’t be affected. They will receive all benefits until their membership expires.
  8. To use discounts, cash vouchers, shipping coupons, or birthday month discounts, customers must click Apply in the member panel to apply a discount code to the shopping cart/checkout page. Alternatively, customers can copy the discount code to manually apply it on the shopping cart/checkout page.
  9. Customers can check their benefits as paid members either in the rewards section of the member panel or in the paid membership section.

 


 

Editing Paid Membership 

After creating paid memberships, you can edit them, including basic information, member benefits, and member icons.

If you modify membership benefits, the benefits entitled to that membership will be automatically updated.

 

To add new benefits to an existing paid membership, there are two available ways to proceed:

  • In the paid membership list, click +Add a benefit button on the right of a paid membership, and then add benefits as you did when creating a paid membership.
  • In the paid membership list, click the Edit membership button on the right of a paid membership, click +Add a benefit in the Member benefits section as you did when creating a paid membership.

 

To modify benefits of an existing membership, there are two available ways to proceed:

  • In the paid membership list, click on the benefit you wish to edit, and click Save after modification.
  • Click Edit membership to the right of membership where the benefits you wish to edit are included, click the corresponding benefit in the member benefits section, and click Save after modification.
Note: Except for the benefit of upgrade points, any change made to other benefits will cause the benefits under the paid membership to change accordingly.

 

You can delete benefits that have been set. Deleted benefits won’t be displayed in the member panel.

The points received by customers from upgrading remain valid. Benefits already used won’t be affected.

To delete a specific benefit, enter the membership detail page, click on the membership benefit you wish to delete, and click Delete in the lower left.

Notes:
  • After adding benefits for a paid membership, members who have purchased the paid membership and are still within the validity period will be immediately entitled to the new benefits added except for the upgrade points.
  • After adjusting or deleting benefits for a paid membership, members who have purchased the paid membership and are still within the validity period won’t be affected. They will receive all benefits as usual till their membership expires.

 

Apart from membership benefits, you can also adjust other information of paid membership, such as membership name, pricing, and validity period. In the paid membership list, click the Edit membership button on the right of the membership option you wish to edit, modify the corresponding information, and click Save.

Note: If you modify the name of paid membership, premium and membership expiry date, paid members that have completed payment and are still valid won’t be affected, but those who want to buy paid membership will be affected.

 

You can delete a paid membership in your store. Before deleting, please make sure no customer is included in the current paid membership. In the paid membership list, click the Edit membership button to the right of the paid membership you wish to edit, and click Delete in the lower left.

Notes: 
  • If you delete the paid membership or switch to membership levels, the paid membership will no longer be available for customers to purchase.
  • If you remove or delete a paid membership product in the product management panel:
    • Rules for the paid membership will be deactivated.
    • Members who have purchased the paid membership and are still within the validity period will continue to receive all benefits until their membership expires.
    • Customers can no longer purchase the paid membership.

 


 

Modifying Member Type

You can manually change non-member customers in your store to a certain type of paid members. Below are ways to proceed: 

  1. Go to Customers > batch select customers > click on  Modify member type button > and select a membership type
  2. Go to Customers > select a customer > click Edit on the member type section on the right >  select a membership type

5-1 modify member type.png

Once the modification is successful, corresponding membership will be immediately effective for the customer and membership permissions will be issued. The membership validity period is the period set for paid members.

Notes:
  • You can only modify identities of customers who haven’t purchased paid memberships from non-members to members or vice versa.
  • You can’t change customers who have purchased paid memberships to other types of paid members or non-members.

 

If you need to activate the paid membership function or should you have any questions, please contact customer service.

 

 

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