Migrating Your Membership Program to SHOPLINE Member System – SHOPLINE Help Center

Customer loyalty is a key driver of success for any business. Member System, as SHOPLINE's native customer loyalty enhancement solution, aims to boost brand loyalty, increase repeat purchases, attract new members, and enhance the retention rate of existing members. By offering exclusive discounts and privileges, you can build an effective membership program that maximizes customer lifetime value (LTV) and achieves growth in both member loyalty and cost efficiency.

Currently, you can migrate your program from other membership platforms like Smile (Shopify), Yotpo (Shopify), Rivo (Shopify), Rise.ai (Shopify), LoyaltyLion (Shopify), Lily (Shoplazza and BigCommerce), LightSpeed Loyalty, and WooCommerce Points and Rewards to SHOPLINE Member System.

To ensure a smooth and successful migration of your membership program, you need to follow the sequence of migrating your store to SHOPLINE, syncing store data with Member System, configuring your membership program, and then migrating member assets to avoid negative perceptions or asset losses for your historical customers. Follow the step-by-step instructions in this guide to complete the migration.

Migrating Your Store

If you previously used other ecommerce website builders, start by migrating the store data to SHOPLINE.

You can use the free Multi-platform Store Migration tool provided by SHOPLINE to quickly complete data migration. Learn more details from articles in this section.

It is strongly advised to install and use Member System after completing the store data migration. If you have already installed Member System, ensure that all the following features are turned off before completing the store data migration:

Overview: Turn off Enable member panel
Membership: Turn off Enable rules
Points > Points rules: Turn off Current status
Store credits: Turn off Current status
Emails: Turn off all notifications

Syncing Store Data with Member System

When you install Member System, you authorize it to sync customer and order data. This process will complete automatically without any manual operation.

The data that will be synced includes, but not limited to:

Your customers, their emails, and join times, allowing you to manage your members without interruption. View the data in Customers.
Your order details, including customer, actual payment amount, and purchased items. This data will be used to update membership levels or paid membership, award or recover points and credits, and gift cards in real-time.

Configuring The Membership Program

If you previously builded your membership program using other membership platforms, make sure to complete the program configuration before migrating member assets.

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Points

In Points > Points rules, set up the rules according to your pre-migration configuration, including points name, validity period, and how members earn and redeem points. Learn more about setting up points.

Once you finish and enable the configuration, the system will start to issue points to members based on the rules.

If you enable Successful orders as one of the ways to earn points:

If you migrate orders using the Multi-platform Store Migration tool, Member System will not award points based on the migrated orders.
If you migrate orders using other methods, Member System will award points to members based on their actual consumption amount of the migrated orders. Members will see a points acquisition record with each successful order in the member's personal center and on the membership pop-up panel.

For the other ways to earn points, Member System will award points to members when customers complete the corresponding tasks in your migrated SHOPLINE store. For example, customers need to subscribe to emails after migration to earn points.

Your members’ detailed records of points acquisition and redemption from before migration won’t be transferred to SHOPLINE Member System. Learn how to adjust the points balance for customers in the Migrating Member Assets section below.

Note:

If your customer base is large, there may be a delay of about 0.5-2 hours for data updates.
To prevent customers from knowing they are being reassigned to a different level or paid membership, ensure that the following email notifications are turned off in Emails > Points changed and Reward.

Membership (Membership Levels / Paid Memberships)

You can select the desired program type in Membership. Learn more about the differences between membership levels and paid memberships.

If you offer a level-based membership program, set up the levels according to your pre-migration configuration, including the number of levels, the benefits, and threshold consumption amounts. In addition, determine the effective time and the upgrade/downgrade conditions that govern the relationship between levels. Learn more about setting up levels.

Note: The level-based membership program is only available for merchants on Starter plan and above.

If you offer a paid membership program, set up the program pricing according to your pre-migration configuration. Manually add paid memberships and configure the corresponding price, duration, and benefits. Learn more about setting up paid memberships.

Note: The paid membership program is only available for merchants on Pro plan.

Once you finish and enable the configuration, Member System will start to assign customers to the corresponding levels or paid membership based on their migrated orders, and award the corresponding benefits.

Your members’ detailed records of previous upgrades/downgrades, benefits acquisition, and redemption from before migration won’t be transferred to SHOPLINE Member System. Learn how to adjust the membership level or paid membership for customers in the Migrating Member Assets section below.

Note:

If your customer base is large, there may be a delay of about 0.5-2 hours for data updates.
To prevent customers from knowing they are being reassigned to a different level or paid membership, ensure that the following email notifications are turned off in Emails > Membership levels/Paid member and Reward.

Emails

In Emails, enable the notifications you need according to your pre-migration configuration. Notifications will be sent to members when the conditions are met. You can also adjust the email templates. Learn more about setting up email notifications.

Data like notification counts, open rates, and click rates from before migration won’t be transferred to SHOPLINE Member System.

Member Pop-up Panel

In Branding, customize the member panel to match your member management strategies according to your pre-migration configuration, including the portal, content, and style. Learn more about customizing the member panel.

Once you finish the configuration, enable the panel in Overview by turning on the Enable member panel toggle. Customers will immediately see the member panel on your storefront.

Integrations

If your membership program was integrated with product reviews or EDM apps on the previous platform, you can manually integrate SHOPLINE Member System with apps of the same functionalities in Integrate. Learn more about integrations.

After successful integration, the data migrated to SHOPLINE and Member System will be synced with the integrated apps.

Note: The Integration feature is only available for merchants on Starter plan and above.

Membership Introduction Page

In Membership site, customize the content and design of your program introduction page according to your pre-migration configuration. Learn more about creating an introduction page to your membership program.

Referral Management

In Referral management, set up the rewards for inviting or being invited according to your pre-migration configuration. Members or invited customers will be rewarded once you enable the referral program. Learn more about managing referrals.

Data like the number of successful referrals of a customer from before migration won’t be transferred to SHOPLINE Member System.

Gift Cards

In Gift card, create gift cards according to your pre-migration configuration. Learn more about setting up gift cards.

Data like the gift card balance from before migration won’t be transferred to SHOPLINE Member System. Learn how to adjust the gift card balance for customers in the Migrating Member Assets section below.

Note: The gift card feature is only available for merchants on Growth version and above.

Information Embedding

In Branding > Tips embedded, customize the messages you want to inform members (such as points or prices they can get), and determine where you want to display the messages according to your pre-migration configuration.

Note: This feature is only available for merchants on Growth version and above.

Nudges

In Nudges, create nudges and determine the timing for them to pop up according to your pre-migration configuration. Learn more about setting up nudges.

Data like the views, clicks, and conversions of nudges won’t be transferred to SHOPLINE Member System.

Bonus Campaigns

In Points > Bonus campaigns, create campaigns according to your pre-migration configuration. Learn more about creating bonus campaigns.

If your members wish to cancel or refund the orders they placed during the bonus campaigns, neither awarded points won’t be recovered, nor redeemed points won’t be returned to them.

Note: This feature is only available for merchants on Growth version and above.

Store Credits

In Store credits, specify how you award customers credits according to your pre-migration configuration. Learn more about store credits.

Data like the records of credits acquisition and redemption and the sales associated with credits from before migration won’t be transferred to SHOPLINE Member System. Learn how to adjust the credits balance for customers in the Migrating Member Assets section below.

Member Prices

In Member Price, specify which products that you want to offer member price. Learn more about setting up member prices. Once product member prices are enabled, they will take effect immediately.

Data like the sales from member-priced products before migration won’t be transferred to SHOPLINE Member System.

Note: The member price feature is only available for merchants on Starter plan and above.

Migrating Member Assets

You can view all your customers and their member assets in Customers.

Ensure that you complete your membership program migration as instructed before migrating their member assets. Otherwise, member assets may be recalculated and updated based on the new configurations.

You can manually adjust these assets for individual customers or in bulk for multiple customers in Member System. You can also export member assets from other platforms and import them for bulk adjustment. Customers can see every adjustment to their assets as a record in their personal center page and member pop-up panel. Learn more about how to manage member assets and how to import customers data.

Member System supports manual adjustment of the following member assets:

Membership status
Membership level/paid type
Store credits
Gift cards
Points

Member System does not support manual adjustment of the following member assets:

Number of orders
Consumption amounts
Number of referrals
Average order value
Customer’s join date

Member System will automatically tally these based on the data migrated to SHOPLINE or customers' behavior after migration.

Note:

If your customer base is large, there may be a delay of about 0.5-2 hours for data display updates.
Avoid frequent manual adjustments to customer assets to prevent incorrect adjustments and multiple adjustment records visible to customers.
Avoid repeatedly importing the same batch of customer assets to prevent incorrect adjustments and multiple adjustment records visible to customers.
To prevent customers from knowing their member assets are being adjusted, ensure all the following features are turned off during the migration of member assets to minimize customer awareness of the migration.
- Overview: Turn off Enable member panel
- Emails: Turn off all notifications

Optimizing Your Membership Program

After completing the migration, you can optimize existing configurations or explore other features of Member System to further enhance customer loyalty and repurchase rates. Learn more about Member System.