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Membership Setup Checklist
Membership Setup Checklist

This is what you'll need to get your membership program up and running

Ariane Vishendas avatar
Written by Ariane Vishendas
Updated over a week ago

Here is what you'll need to get your membership program up and running.

Membership Setup Checklist

☐ Confirm membership details

☐ Add a list of benefits (up to 8)

☐ Design your membership pass

See below for more information about each checklist item.

Confirm membership details

Membership details include the name of our membership program and a short description of the program.

Choose a program name

Select a catchy and memorable name for your membership program that reflects your brand's identity and resonates with your target audience. Learn more about membership program naming conventions.


Add a program description

Compose a clear and compelling program description that outlines the purpose, value proposition, and benefits of joining the membership. Clearly communicate what members can expect and why it's worth their participation.

We recommend keeping this up to 300 characters in length.

Select membership type

Select

Free membership are free for members to access. Free portals can either be free or private.

Paid programs are restricted to those with paid subscriptions. Learn more about paid.

Add a list of benefits

List the high level benefits (up to eight) that members will receive as part of the program.

These benefits can include discounts, early access to products, special offers, personalized services, and more. Clearly highlight how the program adds value to their experience.


Your benefits will appear on your membership landing page to non-logged in users.

Members can access their benefits by visiting the dashboard and selecting View benefits.

Benefit Descriptions

Add an optional description to each benefit. Clarify benefit details or add redemption information.​

Design your membership pass

Choose a card style

By default, four text fields will appear on your membership pass.

  1. Brand Name

  2. Membership Name

  3. Member name

  4. Member number

Card styles allow you to select between different text alignments.

You can hide Brand Name and Membership Name fields. Member Name and Member Number cannot be hidden.

Choose card colors

Customize the color of the text or background color. You can replace a solid color background with an image of your choice.

Uploading a background image
Design an appealing background image (2400 x 3200) that reinforces your brand identity and complements the program's theme.

Membership information can be edited in your account settings.


Your membership pass is ready to share!

Once users claim your pass, they will be able to login to your community portal. Your community portal is where members can browse their membership benefits and connect with other members of the community.

Members can login to your portal via specific activation links OR your community gateway. Start customizing your community gateway by adding a cover image.

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