...

1. General configuration

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

Image RemovedImage Added

  On the Configuration page

• Enabled: Enable Membership program.
• Enable Mail Notification: Choose Yes to send emails to customers about the membership program.

• 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.

Email Sender: Select a sender of membership-program email.

Promote Higher Tier: Select an email template to send when the member's card is upgraded.

Demote Lower Tier

...

: Select an email template to send when the member's card is downgraded.Image Modified

2. Setting membership

...

program

 On the admin sidebar, click on Magenest > Membership > Membership PlansPlans.

 Go to Membership Plans page.

• 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.

Image Modified

Image Modified

 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)Description: Customers can join the plan when reaching the required amount within this time.
• Plan Duration Type
• Plan Header Color
• Plan Benefits: 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 Holding Amount and Duration Time (Days).

Image Modified

• Discount Condition and Actions:
  • Enable: Activare / Inactivate the plan.
  • Discount Action: Select discount options between Apply for all and Apply for each brand.
  • Then set the promotion details in the table below.

Image Modified

Image Modified

Admin can view members joining in the plan.

Image Modified

3. Membership management

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

 Go to Membership page, admin can view member details.

Image Modified

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

 Go to Customers page, select customers, then click on Action > Assign Membership Plan > Select a plan.

Image Added

4. Save the configuration

After complete, click on Save Plan.

Image Added

...