1. Key Features

1.1. General

Provide general configuration for feature like:

• Enabled: Choose yes to active feature
• Enable Mail Notification: Notify customer

Email Notification

Configure notification emails for customer:

• Email sender: Choose which email address used for sending emails. To defy email addresses go to Stores > Configuration > General > Store Email Addresses
• Promote Higher Tier: Choose email template sent to customers when they get promoted to higher tier
• Demote Lower Tier: Choose email template sent to customers when they get demoted to lower tier

Note: To adjust email template go to *Marketing > Email Templates > Add New Template or Edit an existing template.

• In create/edit email template screen, choose Magenest_Membership template:

• Click the Load template button.
• Adjust content in Template Content area.
• To preview your template, click Preview Template.
• To save changes, click Save Template.

Plan Upgrade Options

Setup general configurations for promote or demote plan:

• Default Customer Membership Plan: Choose default membership tier applied to new/regular customers.
• Spent Amount Calculated By: Base Grand Total/Base Subtotal
• Add Spent Amount When Order Obtained Status: When orders reach specific status, the spent amount will be updated to customer account.
• Remove Spent Amount When Credit Memo is Created: Subtract the spent amount when customer's orders are returned.
• Up Tier Step by Step: Force customers to reach higher tier step by step.
  • Ex: customer spend 500.000 will be promoted to gold
  • If they choose Yes, customers must reach Silver first, then Gold on their next purchase
  • If they choose No, customers will be promoted straight to Gold.

Admin Configuration

Plan Manager

Go to Magenest > Membership > Plan Manager

View all membership plans
To create new plan, Choose Add New Plan:

General Information

• Plan Name: Customer's tier name (Bronze, Silver, Gold,..)
• Cashback: Amount of cashback by percent applied for customer tier. (Not available in phase 1).
• Plan Lifetime Spent Amount: Minimum amount customer must spent to reach this tier
• Plan Lifetime Spent Period (Days): Number of Days during which customers must spend to reach the next tier.
• Plan Duration Type: Limited if you want customers to be demoted for inactivity.
• Plan Duration Limited:
  • Duration Time (Days): Number of days for customers to keep their tier
  • Plan Holding Amount: Minimum amount customers must spend to keep their tier.
• Plan Header Color: Customer badge color

Discount Condition

Configure discount promotion for current customer's tier

• Discount Action:
  • Apply for each Brand: Apply different discount for each brand
    • Discount Type: By percent of order total or by fixed amount
    • Brand list: Choose specific brands to apply discounts.
    • *Note: If there are 2 rows which apply to the same brand, discount will be applied based on the first row only.
  • Apply for All: Apply discount to all brands.
    • Apply
      • Apply as percentage of original
      • Apply as fixed amount
      • Adjust final price to this percentage
      • Adjust final price to discount value
    • Discount Amount

Member Manager

• View all website members and their rank.
• View members current spent amount
• Actions: able to remove members

Features for customer

• View current rank
• Track total spent amount
• View membership policy and rewards
• Receive discount based on current tier.
• Receive cashback