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1. General configuration
On the admin sidebar, select Magenest > Membership > Configuration, go to Configuration page.
On the Configuration page
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- Enabled: Enable Membership program.
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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.
2. Setting membership
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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.
On the plan detail page
- 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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- Discount Condition and Actions:
- Enable: Activare / Inactivate the plan.
- Then set the promotion details in the table below.
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Admin can view members joining in the plan.
3. Membership management
On the admin sidebar, go to Magenest > Membership > Member Manager.
Go to Membership page, admin can view member details.
To add customers to a membership plan, click on Add New Membership button.
Go o to Customers page, select customers, then click on Action > Assign Membership Plan > Select a plan.
4. Save the configuration
After complete, click on Save Plan.
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