Overview
The membership plans that you create within your store using Appstle are integrated with products you offer in your Shopify store. This integration is compatible with Shopify checkout and the payment gateways permissible for memberships.
This includes: Shopify Payments, Authorize.net, Shop Pay, Apple Pay, Stripe, and PayPal Express.
Both Shopify and our app treat the membership plans offered to your customers as products that your store offers. The guild below will walk you through everything you need to know to setup memberships.
Creating Your First Membership Plans
Step 1: In the Appstle℠ Memberships dashboard, go to Membership Plans and Perks and click on Create Memberships Plan.
Step 2: You can fill in the details for the membership plan in Membership Information. The following fields will be internally synced, and will be populated automatically:
Membership name - Name that will be displayed to customers when selecting a membership plan.
Customer tag name - Tag associated with customer Shopify profiles. Used when configuring membership perks to properly assign perks to customers.
Order tag name - Visible in your Shopify Admin's Orders section for customers who purchase this plan.
Be sure to select your membership product (must first be created in Shopify) in the section pictured below.
Step 3: You must define the billing frequency for any membership plan that you create. The billing frequency refers to the interval for charging customers for memberships. There are several different fields and options to consider:
Membership renewal frequency: From the drop down menu, sets the frequency type to be either Days, Months, or Years.
Frequency Name: Sets a custom frequency name that can be easily identified.
Minimum Membership Renewal: The minimum number of billing iterations you want to bind your customers to before they can cancel their membership. The default value is one (the very first billing iteration).
Maximum Membership Renewal: The maximum number of billing cycles allowed for the membership, after which the membership will automatically expire, and the customer will have to buy a new plan. Merchants generally set a maximum limit to be able to update pricing and other terms later on to reflect inflation, change in market, etc.
Offer Trial: Enable and enter a time period and discount (ex: 100 to make it a free trial) to allow your customers to test your membership plan before deciding if they want to commit.
Offer Discount For Membership: Enable to set a discount (percent or amount off) for your membership plan.
Require Specific Tags: Used if you want to allow only subsets of your customer base to take advantage of your membership plan. Enabling reveal fields where you can enter tag names.
Exclude Specific Tags: Used if you want to prevent subsets of your customer base from taking advantage of your membership plan. Enabling reveal fields where you can enter tag names.
Set Specific Renewal Day (under advanced settings): Set a date for all of your customers' memberships to renew on.
Step 4: Set Up Form Fields. Form fields can be used to sign customers up for a membership program using some of their basic information. The different fields include:
Text Field - Text fields are commonly used when you want to garner information on your customers, such as their name, email, and other details:
Dropdown - Used when you are offering a number of options and you want to display them in a drop down menu format.
Checkbox - Used when multiple options are available.
Radio Groups - Used when there are multiple options and you want to display them in a radio-buttoned list.
Note: Appstle℠ does not collect or retain any end-customer data or information.
When you are finished, click to Save your plan. You will be re-directed back out to the Plans & Perks section where your new plan will be visible.
If you are facing any issues, feel free to reach out to our proactive support team via the live chat widget on the lower-right side of your screen. You can also email us at memberships-support@appstle.com.