Skip to main content

Sharing Membership Plans Across Stores

L
Written by Laurel Nash

Bold Memberships lets you share a membership plan across multiple stores. Members who join on one store automatically get the same benefits and rewards on any other store connected to that plan.


How it works

The store where a plan is created and shared becomes the plan's owner. Only the plan owner can configure, edit, or revoke the plan, connected stores can use it, but can't make changes to it.

Because of this, connected stores depend on the plan owner keeping the plan active. If the plan owner deletes the plan or uninstalls Bold Memberships, the plan is disabled for every store sharing it.

To share a plan, you'll generate a code from the plan owner's store and use it to connect from another store.


Before you connect

  • Your store's default currency must match the shared plan's currency.

  • Your store must have new customer accounts enabled.


Setup

Step 1: Get the share code

  1. In the store with the plan you want to share, navigate to Bold Memberships > Membership plans.

  2. Under the Actions column, click the three dots for the plan you want to share, and select Share this plan.

    Share this plan menu item
  3. Check the box to acknowledge that you understand deleting the app or plan disables it for every shop using it.

  4. Click Generate sharing code.

  5. Once the code is generated, click Copy Code and save it in a safe place.

    Note: The code works for 48 hours and can be used by more than one store. If stores are not able to connect within that timeframe, a new code must be generated.

  6. Click Done.

Step 2: Connect a shared plan

  1. In the store that will be connecting the shared plan, navigate to Bold Memberships > Membership plans.

  2. Click Connect a shared plan at the top of the page.
    ​

  3. Paste your saved code in the Share Code field.

  4. Click Connect Plan.

  5. A green Plan Connected message appears to let you know it was successful. Any existing members who already shop with you are automatically enrolled.

  6. Optional: Click View plan to see the plan details.


Important considerations

  • Only the plan owner, the store that shared the plan, can edit or configure it. Connected stores can use the plan but can't make changes to it.

  • If the plan owner deletes the plan or uninstalls Bold Memberships, the plan is disabled for every store sharing it.

  • If the plan has benefits that apply to specific products, pages, or collections, they will need to be configured for other stores.

Did this answer your question?