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Membership Level Settings

With the Member system, you can configure membership levels for your store, and assign corresponding benefits for members in different tiers. This allows you to effectively retain customers, increase the number of store members, improve the return shopper rate, and develop your brand.

 

In This Article

 


 

Setting Membership Levels

You can set different membership levels based on customers' accumulated consumption amount, and assign corresponding benefits for members in different tiers. This can help you better retain customers. The Lite version supports up to three membership levels, while the Growth version and Pro version support up to five membership levels.

 

 


 

Enabling/Disabling Membership Levels

You can enable or disable membership levels in the member system at any time, switch the Enable rule toggle on the upper right corner.

After setting membership levels for your store, make sure to enable the membership level rule.

If the dot to the right of Membership in the menu is green, or the switch in the membership level page is turned on, the membership level rule is enabled.

After the membership level rule is disabled, the membership levels you set will become invalid and will no longer be displayed in the customer panel. The benefits and discounted products tied to those levels will also become inactive.

 


 

Adding a Membership Level

 

Please follow below steps to add a membership level

  1. Go to Member System > Membership > Create now/ Add level
  1. Set up the levels

  • Level name: You can customize the level name, such as Bronze Member. The name will be displayed in the customer panel and seen by your customers.
  • Level threshold: You can set a threshold for this level based on a customer's single transaction amount or accumulated consumption amount. You can also select the time period over which the amount is calculated in the basic settings.
    • The threshold must increase as the level goes up. The time when the level takes effect can be modified in the basic settings.
Note: After you modify the transaction amount of the level threshold, all customers’ levels will be recalculated, which may affect the customers at the current level. If their consumption amount does not reach the new threshold you set, they will be downgraded.

 

  • Member level lock-in rule: You can set a level lock-in amount for the current level. If a customer's consumption amount meets your guaranteed amount, the customer will not be downgraded.
Note: Member level lock-in rule is displayed only when you have turned it on in the Basic settings section.

 

  1. Add a benefit

You can set benefits for this membership level. Currently, the member system supports 6 types of membership benefits: Get more points on upgrade, Exclusive discount, Exclusive cash voucher, Exclusive free shipping coupon, Birth month discounts, and Custom privilege.

 

You can assign benefits to customers based on their membership level. Get more points on upgrade is a one-time benefit where customers receive bonus points only once, at the time they are upgraded to the new membership level. Other benefits are continuous benefits. For example, after you add the Exclusive discount benefit to a level, customers at that level can enjoy the discount whenever they make purchases.

Note: Custom privilege is for display only. Make sure that you can provide the corresponding benefits for your customers. For example, if you advertise a custom privilege such as shipping within 24 hours, you must fulfill the commitment.

 

  1. Set the membership level icon

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

 

  1. Click Save to complete.
Notes:
  1. Except for Get more points on upgrade, which is a one-time benefit, all other membership benefits are long-term benefits that can be used repeatedly.
  2. After you add benefits to a membership level, members at that level will instantly receive new benefits in addition to the upgrade points.
  3. When customers want to apply discounts, instant rebates, shipping coupons, or birth month discounts, they can click Apply in the customer panel and apply the discount code to their shopping cart or checkout page. Customers can also copy the discount code and manually apply it to their shopping cart or checkout page.
  4. Customers can view tiered benefits in the Rewards module of the customer panel or view corresponding tiered benefits in the Level module.

 


 

Editing a Membership Level

You can edit the information of any created membership level, including the basic information, benefits, and icon of the level.

After you modify the benefits of a membership level, the benefits for all members at that level are automatically updated.

 

Adding a Benefit

There are two paths for you to add a benefit to the current level.

  1. Go to the membership level page > Click Add a benefit to the right of the specific level to add a benefit (same as the steps for creating a membership level)
  2. Go to the membership level page > Click Edit level to the right of the specific level > Click Add a benefit in the Member benefits section to add a benefit (same as the steps for creating a membership level)

 

Editing a Benefit

There are two paths for you to edit an existing membership benefit.

  1. Go to the membership level page > Click the benefit that you want to edit > Click Save after editing
  2. Go to the membership level page > Click Edit level to the right of the benefit that you want to edit > Click the specific benefit in the Member benefits section > Click Save after editing

 

Note: Any changes made to benefits except Get more points on upgrade will result in an immediate and synchronous update of benefits for all members at the membership level.

 

Deleting a Benefit

You can delete the benefits that have been set, and the benefits will no longer be displayed in the customer panel after deletion.

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

There are two paths for you to delete a benefit:

  1. Go to the membership level page > Click the benefit that you want to delete > Click Delete at the bottom left
  2. Click Edit level to the right of the that you want to edit > Click the specific benefit in the Member benefits section > Click Delete at the bottom left
Note: Any changes made to benefits except Get more points on upgrade will result in an immediate and synchronous update of benefits for all members at the membership level.

 

Editing Other Information about a Membership Level

Except for the membership benefits, you can edit other information about a membership level, such as the level name, level threshold, and icon.

Steps: Go to the membership level page, click Edit level to the right of the level that you want to edit, modify relevant information, and click Save.

 

Deleting a Membership Level

You can delete a membership level within your store. Before deleting the level, make sure that no customers exist at the level.

Steps: Go to the membership level page, click Edit level to the right of the level that you want to delete, and click Delete at the bottom left.

 


 

Basic Settings

If you are a merchant using the Growth or Pro version of the member system, you can bulk edit the Active time of membership level, Level threshold, and Downgrade rules information by clicking Edit on the top to design more refined membership level rules and complete finer-grained membership level management.

Note: After you modify basic settings, all customers’ levels will be recalculated, which may affect the customers at the current level. If their consumption amount does not reach the new threshold you set, they will be downgraded.

 

 

Active time of membership level

By default, the active time of membership level is set as the creation date of the store. Orders placed before this date will not be accumulated. You can edit this date.

 

Level threshold

You can set standards for membership upgrade and choose between Amount spent each time and Accumulated consumption amount as the upgrade threshold.

If you choose Accumulated consumption amount, you can further define the time range for calculating the consumption amount.

  • Accumulated in history: calculates the membership level based on the customer's accumulated consumption amount. This time range is selected by default.
  • From last upgrade till now: calculates the membership level based on the customer's consumption amount from last upgrade till now.
  • Within specific time period: calculates the membership level based on the customer's consumption amount within a fixed time period.

 

Downgrade rules

Setting membership level downgrade rules can stimulate customers to stay active in your store.

There are two types of downgrade rules:

  • Downgrade validity
  • Level is permanently valid
  • Downgrade after 1 calendar year (The membership level can be maintained for 1 year from the date of acquisition.)
  • Custom validity period
  • Downgrade of transaction amount
  • If the accumulated consumption amount is insufficient due to refunds and other reasons, the member will be downgraded automatically.

 

Member level lock-in rule

If you set Downgrade validity, you can also set Member level lock-in rule to stimulate customers to spend to stay at the level.

To set Member level lock-in rule, you must set Level threshold to Single transaction amount and Downgrade rules to Downgrade after 1 calendar year or Custom validity period.

When you set Member level lock-in rule, you can set Member level lock-in standard and Extended length of validity period:

  • Member level lock-in standard: Customers will not be downgraded when the single transaction amount or the accumulated consumption amount within the validity period of the level reaches the current level guarantee standard.
  • Extended length of validity period: the duration for which the membership level is extended after customers successfully maintain their current level. 

After you set the Member level lock-in rule, you also need to set the amount required for each level of membership to be guaranteed in the setting page for each level.

 

 

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