Membership

This section guides users on assigning customers to membership tiers.

💡 Users need to ensure that a membership tier has been created before proceeding to assign customers.

For more information, refer to How to create membership tier.

To assign customers to membership:

1. On the Membership Main Page, search for the particular membership tier, click on the name of the membership.

Users will then be directed to the Membership Configuration page.

2. On the Membership Configuration page, click on Add Members, select customers field will be shown in the next step.

3. On the Select Customers field, see below.

a. Enter customer’s details to retrieve customers, select relevant details.

💡 Users should ensure that customers were created beforehand.

💡 Customers who already exist in other membership tiers will not be shown.

b. Start date of membership.

c. Expiry date, leave blank if not applicable.

d. Click on Add Selected Customers after relevant customers are selected and fields are filled accordingly.

4. Users will be able to see the updates on the Membership Configuration page, under the Members tab, the list of customers added will be shown.

For more information, see Membership Configurations (Members).

💡 Users can also directly assign a new customer to a membership tier when Creating New Customers.

After assigning customers, users will then be guided on configuring the membership tiers.

Release Log:

Dec 2023: Implemented A Membership Tier Expiry Configuration That Enables For Automation 

To access Membership Configuration page, click on the name of the membership tier.

Users will then be directed to the Membership Configuration page, under the Overview tab.

1. Membership Settings

a. Edit Tier: Displays Edit Tier window.

a. Edit membership tier name.
b. Edit membership tier points earning rate.
c. Edit number of days of inactivity for membership points to expire.
d. Edit number of days from date joined for membership tier to expire.

💡 The number of days for the membership tier to expire will auto-apply for all new members of the membership tier.
💡 Users are encouraged to input the number of days to expiry for membership points and tiers to automate the membership point and tier expiration process. 

e. Click to save changes to membership tier configurations. 

b. Archive Tier: Deactivates membership tier.

2. Membership Tier Overview

Shows the number of active members and new members added today.

3. Add Members

Allows users to assign customers to a particular membership tier. For more information, see Assigning Customers to Membership Tiers.

4. Tab Toggler

Allow users to switch tabs in the Membership Configuration page.

• • Overview
  • Members

As a continuation, users will see members details in

As a continuation, users will see members details in Membership Configurations under the Members tab.

1. Filter and Search

Allows users to filter and search for customers in the membership.

2. Members List

Shows user the list of customers added to the membership tier and related details:

• • Name of customer
  • Current Points
  • Total Points Earned
  • Total Points Spent
  • Start Date of membership
  • Expiry Date of membership
  • Point Reset Date
  • Active Status

3. Export Members List

Download the list of selected members and relevant information in CSV format.

4. Customer Configuration

Directs users to the Customer Configuration page of a particular customer.

5. Quick Settings

a. View Points History: Directs user to Customer’s Point History.

b. Add Adjustment: Displays Add Adjustment window

c. Change Tier: Allows users to change customer’s membership tier. Select a new membership tier then Click on Change Tier once done.

d. Remove Membership: Removes customer as a member.

Under the Members tab:

1. Filter and Search

Allows users to filter and search for customers in the membership.

2. Members List

Shows user the list of customers added to the membership tier and related details:

• • Name of customer
  • Current Points
  • Total Points Earned
  • Total Points Spent
  • Start Date of membership
  • Expiry Date of membership
  • Point Reset Date
  • Active Status

3. Export Members List

Download the list of selected members and relevant information in CSV format.

4. Customer Configuration

Directs users to the Customer Configuration page of a particular customer.

5. Quick Settings

a. View Points History: Directs user to Customer’s Point History.

b. Add Adjustment: Displays Add Adjustment window, see Customer’s Point History.

c. Change Tier: Allows users to change customer’s membership tier. Select a new membership tier then Click on Change Tier once done.

d. Remove Membership: Removes customer as a member.

Users can utilize this feature to access information of all customers who are assigned to a membership tier.

To access All Members List:

From Membership Main Page, Click on the All Members.

1. Filter and Search

Allows users to filter and search for all customers assigned to a membership.

2. Members List

Shows user the list of customers already assigned to a membership

• • Name of customer
  • Email (if information is available)
  • Tier
  • Current Points
  • Start Date of membership
  • Expiry Date of membership
  • Point Reset Date
  • Active Status

3. Quick Settings

a. View Points History: Directs user to Customer’s Point History.

b. Change Tier: Allows users to change customer’s membership tier. Select a new membership tier then Click on Change Tier once done.

c. Remove Membership: Removes customer as a member.

Users can utilize this feature to configure membership points redemption and add/delete products which contribute to membership points.

To access Membership Points Rebate Configurations:

From Membership Main Page, click on Rebate Config.

1. Point Redemption Config

Allows users to adjust the point redemption in terms of $/point for customers who wish to redeem membership points.

a. Enter points conversion rate

b. Enter maximum redemption limit. If no limit, ☑️ No Limit

c. Click on Change Rule once done.

2. Base Rule

Shows users the base earning rule and start & end date of the membership tier.

3. Blacklist Products

Shows users the list of products which do not contribute to customer’s membership points.

4. Add Product Variants

Displays an Add Product Variant window for users to select variants.

a. Search Panel: Search with name, SKU, brand, product categories.

b. Selection boxes: ☑️ the selection boxes for applicable products.

c. Product Information.

d. Click on Save once done.

Once blacklist products are added, membership points will not be credited to the customer’s account when the products are purchased.