Overview
Appstle℠ Memberships is an extremely Shopify compatible application! The membership plans that you create within your store for your customers using Appstle℠ will be seamlessly integrated with the products you offer in your Shopify store. It is compatible with Shopify checkout, and the payment gateways that Shopify allows for memberships (Shopify Payments, Authorize.net, Shop Pay, Apple Pay, Stripe, PayPal Express).
Offering Membership plans with Appstle Memberships to your customers is very simple! From a logical standpoint, Shopify (and our app) treats the membership plans that your customers can buy from your store simply as products that your store offers. The only difference is that the membership 'product' is intangible, and comes with a few perks!
Please follow the guide below on the detailed steps for offering '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 - Feel free to name your plan however you see fit (ex: Tier names like Bronze, Silver, Gold, Platinum, or even a one-line description of what your membership plan provides customers).
Customer tag name - Customers who purchase the membership plan will have this tag associated with their Shopify profiles. Later, when configuring membership perks, this tag will be the way Appstle Memberships will properly assign those perks to said customers.
Order tag name - This is the tag that will be visible in your Shopify Admin's Orders section for customers who purchase this plan.
Afterwards, select your membership product (must first be created in Shopify) in the section below. The example below is for a gold membership tier.
Step 3: Defining Membership Plans Billing Frequency: This step covers the billing frequency setup for the membership plan, or in simpler words, the interval for charging your members for the membership:
Membership renewal frequency - here you can define the real frequency. From the dropdown, you can select the frequency type to be either Days, Months, or Years. In the field, you can type the frequency interval number. For example, if you want the renewal frequency to be 1 month, type '1' in the box that says 'Every', and select 'Months' in the drop down.
Frequency Name: you can enter what you want to name the frequency here - e.g. Monthly Membership Program etc.
Minimum Membership Renewal: This is 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: Setting Up Form Fields: If you ever wanted to sign your members up for a membership program, you will want to know some of their basic information. This field helps you set that up. The different form fields are as follows:
Text Field - This is an example of a 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 - This is used when you are offering a number of options and you want to display them in a dropdown menu format. Here is an example screenshot:
Checkbox - When you have multiple options to offer, and you want them to be selected via checkboxes. Here is an example:
Radio Groups - When there are multiple options, and you want to display them in a radio-buttoned list. Here is an example:
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. Our 24x7x365 available experts will be happy to assist you further.