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Setting up Membership Levels

Configuring membership levels for your store can boost customer retention, increase membership numbers, and drive repeat purchases, ultimately fostering brand growth. A well-structured membership level system enables you to efficiently identify high-value customers while incentivizing others to increase their engagement and spending, thereby achieving superior customer relationship management goals. 

Follow this guide to learn how to set up membership levels in your Member System app.

 

 

Membership Level Configuration

In your Member System app, you can set spending thresholds for membership levels and offer corresponding benefits to enhance customer loyalty. The number of membership levels you can create depends on your subscription plan:

Plan Maximum Membership Levels
Lite Not supported
Starter Up to 1
Growth Up to 3
Pro Up to 5

 

Three membership types are available: Basic, Paid, and Dual. Select the most suitable type for each membership level based on your business needs and combine different levels flexibly for optimal operations. The following table compares the three membership types:

Type Basic
(formerly Tier Members) 		Paid  Dual
Best for Small to mid-sized businesses Brand-focused businesses All types of businesses
Customer Enrollment Meet a one-time or cumulative spending threshold Pay to join Meet a spending threshold or pay to join
Objectives & Benefits Enhances customer loyalty, engagement, and repeat purchases Targets high-loyalty customers to encourage frequent and high-value purchases Targets high-value customers while encouraging lower-value customers to return
Membership Validity Can be set as lifetime or time-limited with automatic downgrade upon expiration Expires if no purchases are made within a set period, downgrading to non-member status Validity follows Basic Membership rules for spending-based upgrades and Paid Membership rules for paid upgrades
Benefit Eligibility All members of this level receive the same benefits All members of this level receive the same benefits Allows for exclusive paid benefits reserved for paid upgrades, with general benefits applicable to all Dual Members.

 

 

Creating Levels with AI-powered Assistant

The membership level AI-powered assistant provides AI-driven recommendations for the best membership structure. Whether you're setting up your membership program for the first time or refining an existing strategy, follow these steps to determine the most suitable configuration:

Note: Currently, only Basic Membership settings are supported. This feature is unavailable if Paid or Dual Memberships are configured.
  1. In the Member System app, go to Membership and click Custom membership levels in the Membership levels card.
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  2. In the pop-up window, the system automatically populates your store's data, including average order value, repurchase rate, and your desired number of levels. Adjust these values as needed. Accurate data yields more precise recommendations. Click Generate suggestions to proceed.
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  3. The AI assistant analyzes your data against industry benchmarks and proposes level configurations, including a summary and projected gains across key metrics.
    • To apply the suggestions during the initial structure creation, click One-click application.
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    • To refine an existing structure, click Adjust level. Then, manually update the level configurations based on the suggestions.
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  1. You can further refine the configurations manually after applying the initial suggestions.

 

 

Basic Global Settings

This feature is available for the Growth and Pro plans. Merchants can manage the activation time, upgrade criteria, and downgrade rules of membership levels for more refined member management:

Warning: Modifying these settings will trigger a recalculation of all members' membership levels, potentially affecting the existing level distribution and member benefits. Please proceed with caution.
  1. In the Member System app, go to Membership and click Settings in the upper-right corner.
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  2. A left-side panel will appear, allowing you to adjust basic settings for both membership levels and paid levels:
    Note: Membership level settings apply to Basic and Dual members upgraded through spending. Paid level settings apply to Paid and Dual members upgraded through payment.

Membership Level Settings
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    • Active time of membership level: The default is the store creation date, but you can manually adjust it. Orders placed before the set activation time will not be included in calculations.
    • Set standards for upgrading: Choose between Amount spent each time and Total spending. If you select Total Spending, you can further specify the calculation method:
        • Accumulated in history: (Default) Membership level is based on the customer's total spending. You can choose to include imported order data. Due to the need to calculate all historical spending, downgrade rules cannot be set in this mode.
        • From last upgrade till now: The membership level is based on the customer's spending since their last upgrade.
        • Within specific time period: The membership level is based on the customer's spending within a defined time frame.
    • Downgrade validity / Spending downgrade: When you select Amount spent each time or the From last upgrade till now or Within specific time period options under Total spending, you can set downgrade rules to encourage member activity. Downgrade methods include:
        • Downgrade validity: 
          • Level is permanently valid.
          • Downgrade after 1 calendar year (membership level can be maintained for 1 year from the acquisition date).
          • Custom validity period.
        • Spending downgrade: If spending is insufficient due to refunds or other reasons, the member will be downgraded automatically.
    • Membership level lock-in rule: If you set a downgrade validity period (Downgrade after 1 calendar year or Custom validity period), you can enable a lock-in rule to ensure members maintain their level if they meet specific conditions:
        • Membership level lock-in criteria: 
          • The membership level will be locked in if the total spending for a single transaction exceeds the required amount.
          • The membership level will be locked in if the total spending during the downgrade period exceeds the required amount.
        • Extended length of validity period: Once a membership level is locked, the validity period will be automatically extended for the defined period.

Once you set the lock-in rules, you also need to set the amount requirements for each level on their respective settings pages.

 

Paid Level Settings
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You can choose the upgrade pricing method for paid members here, and then set the upgrade thresholds for each level:

Note: When creating a membership level for the first time, you must click Save to complete the creation. Only then can you select this level when setting the paid upgrade threshold for individual levels.
      • Unified pricing for all members: All customers pay the same price to upgrade.
      • Custom pricing for different membership levels: Different levels require different upgrade prices. When setting the upgrade thresholds for a specific level, you can select the created level and set the corresponding price.
  1. Click Save to apply your settings.

 

 

Adding a New Membership Level

Follow these steps to add a new membership level:

  1. In your Member System app, go to Membership and scroll to the bottom of the page. Click + Add level.
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  2. Configure the settings for the new level:
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    • Membership type: Choose the appropriate membership type, which determines how customers upgrade to this level:
        • Basic member: Customers are automatically upgraded upon reaching a spending threshold, encouraging frequent purchases.
        • Paid member: Customers can upgrade instantly by paying a fee to access exclusive membership perks.
        • Dual member: Customers can upgrade through spending or by paying a fee, offering flexible upgrade options.

    • Level Information: Set the level name and icon. This information will be displayed to customers.

    • Upgrade criteria: Depending on the membership type, set the appropriate upgrade criteria:

      Notes:
      • If a customer requests a refund, the system will recalculate the membership level based on their adjusted spending.
      • After modifying the upgrade thresholds, the system will recalculate membership levels for all members. Those who do not meet the new requirements may be downgraded.
    • For Basic and Dual Members (Spending Upgrade):
        • Set the spending threshold for this level. You can adjust the upgrade method and calculation time frame in Basic Settings.
        • If the level lock-in rule is enabled in Settings, set the retention spending amount to prevent eligible members from being downgraded.
    • For Paid and Dual Members (Paid Upgrade): Set the paid upgrade fee and validity period. You can adjust the pricing method in Basic Settings. 
  1. Click Add benefit to select the benefits for members at this level. The membership system currently supports six types of benefits:
      • Get more points on upgrade
      • Exclusive discount
      • Exclusive cash voucher
      • Exclusive free shipping coupon
      • Birth month discounts
      • Custom exclusive member perks. (e.g., priority shipping within 24 hours)

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  1. On each benefit's settings page, customize restriction rules, icons, names, and descriptions, which will be displayed to customers. Some restriction rules are explained below:
    Notes:
    • Custom benefits are for display purposes only; additional services must be provided separately.
    • Get more points on upgrade is a one-time benefit and will only be granted once upon upgrading.
    • If stacked discounts are enabled, ensure existing discounts allow combinations with discount codes to avoid issues.
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    • Discount requirements: Define conditions for using the benefit.
        • None: No restrictions.
        • Minimum purchase amount: Applied when the total order value reaches a set amount.
        • Minimum item quantity: Applied when a minimum number of items are purchased.
    • Benefits issuance: Choose when the benefit is granted.
        • Issue after purchase: Granted immediately after membership upgrade.
        • Issue at special date every year: Scheduled for a specific date each year.
        • Issue periodically: Granted on a specific day every X months.
    • Stacked discount: Define stacking rules for discounts.
        • Allow to stack with automatic discount: If enabled, the benefit can be combined with automatic discounts.
        • Allow to be stacked with discount code:  If enabled, the benefit can be combined with discount codes.
  1. Click Save to apply your settings.

 

Additional Notes

  • Once membership benefits are added, eligible members will receive them immediately (except for Get more points on upgrade).
  • Members must manually apply discounts, cash vouchers, free shipping coupons, and birthday month discounts in the Member Center or Member Panel to use them during checkout. They can also copy and paste the discount code into the cart or checkout page.
  • Members can view their membership benefits in the rewards module of the Member Center or Member Panel, as well as in the membership level module.

 

 

Editing Membership Levels

After creating a membership level, you can edit its information at any time, including the level order, basic information, and more.

Changing Level Order

To adjust the order of membership levels, click and drag the desired level to your preferred position. Once the order is modified, the membership levels will be displayed in the new sequence, which will also impact the logic for customer upgrades and downgrades.
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Editing Level Information

To modify the details of a membership level (such as level type, name, thresholds, icons, etc.), locate the level you want to edit and click the pencil icon (Edit level) on the right. After making the necessary changes, click Save.

Notes:
  • If the level type is changed, the upgrade thresholds will need to be reconfigured, and the system will recalculate the level status for all customers within that level.
  • If the level threshold is modified, the system will recalculate the level status for all customers in that level, which may result in some customers being downgraded.

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Deleting a Level

To delete a membership level, locate the level you want to remove and click the pencil icon (Edit level) on the right. On the settings page, click Delete at the bottom left.

Warning: After deleting the level, all members within that level will be reassigned to other levels. Please proceed with caution.
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Editing Membership Benefits

In addition to editing membership level information, you can also modify the benefits associated with each level at any time. All changes will be automatically updated and take effect immediately.

Adding Benefits to a Level

To add benefits to a current level, click the Add item icon (Add a benefit) on the right of the target level. Follow the steps for adding benefits (same as when creating a level). Click Save to apply the changes.
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Editing Membership Benefits

To modify existing membership benefits, locate the benefit you want to adjust in the level and click it to enter the editing page. Make the necessary changes and click Save.

Notes:
  • Modifications to the Get more points on upgrade benefit will not affect existing members.
  • Changes to other benefits will be updated and take effect immediately for all members at that level.
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Deleting Membership Benefits

To remove a benefit that has been set, locate the target benefit in the specific level and click it to enter the editing page. In the left-side panel, click Delete at the bottom left.

After deletion, the benefit will no longer appear on the member dashboard. Points already earned through upgrades will remain usable. Benefits that have been used will not be affected. 

Notes:
  • If the Get more points on upgrade benefit is deleted, the earned points remain usable.
  • Other benefits will be removed from the level's benefit list, and the change will apply to all members at that level.

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Enabling or Disabling Membership Levels

You can enable or disable membership levels at any time. To ensure the membership levels function correctly, verify that membership level rule is enabled after creating the levels:

  1. In the Member System app, go to the Membership page and toggle the Enable rule switch on or off in the upper right corner as needed.
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  2. You can also quickly check the activation status of the Membership in the left menu:
      • Green indicator light on: Membership rules are enabled.
      • Green indicator light off: Membership rules are disabled.

7.2.png

Note: When membership levels are disabled, all configured levels become inactive and no longer appear in the customer's membership dashboard. Associated membership benefits and member-priced products are also deactivated.