1. General configuration
On the admin sidebar, select Magenest > Membership > Configuration, go to Configuration page.
On the Configuration page
GENERAL
- Enabled: Enable Membership program.
PLAN 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.
EMAIL NOTIFICATION
Email Sender: Select a sender of membership-program email.
Promote Higher Tier: Select an email template to send when member's card is upgraded.
2. Setting membership plans
On the admin sidebar, click on Magenest > Membership > Membership Plans.
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
GENERAL INFORMATION
- Plan Name
- Status
- Plan Lifetime Spent Amount
- Plan Lifetime Spent Period (Days)
- Description
- Plan Duration Type
- Plan Header Color
DISCOUNT CONDITION
- Discount Condition and Actions:
- Enable
MEMBER MANAGEMENT
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.