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(plus) On the admin sidebar, select Magenest Magenest > Membership > Configuration, go to Configuration page.


(plus) On the Configuration page

Status
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titleGeneral

  • Enabled: Enable Membership program.

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Status
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titlePlan Upgrade Options

  • Default Customer Membership Plan: Select the member tier for new members.
  • Spent Amount Calculated By: Set the way to calculate customers' spent amount.
  • Add Spent Amount When Order Obtained Status: Select the stage that customers' spent amount is calculated (based on order status).
  • Remove Spent Amount When Creditmemo is Created: Choose Yes to remove spent amount when order is refunded.
  • Up Tier Step by Step: Choose Yes to force members to up tier gradually.

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  • To add a new plan, click on Add New Plan button.
  • To edit the available plans, click on Edit under Actions column.
  • To delete or enable/disable a plan:

    • Select plans to edit, under Actions tab, select Delete or Change Status to edit.

(plus) On the plan detail page StatussubtletruecolourGreentitleGeneral information

  • Plan Name.
  • Status.
  • Plan Lifetime Spent Amount: The spent amount that customers need to reach to join the plan. 
  • Plan Lifetime Spent Period (Days): Customers can join the plan when reaching the required amount within this time.
  • Description
  • Plan Duration Type: there are two types of plan: Permanent and Limited. If the plan period is limited, set the amount and period maintenance for the plan in  
  • Plan Header Color.

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titleDiscount Condition

  • Discount Condition and Actions:
    • Enable: Activare / Inactivate the plan.
    • Then set the promotion details in the table below.

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titleMember Management

Admin can view members joining in the plan.


3. Membership management

(plus) On the admin sidebar, go to Magenest > Membership > Member Manager.

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(plus) To add customers to a membership plan, click on Add New Membership button.

(plus) Go o Customers page, select customers, then click on Action > Assign Membership Plan > Select a plan.

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4. Save the configuration

After complete, click on Save Plan.

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