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Bold Memberships Code Install Instructions

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Caitlin
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Warning!

This article requires technical knowledge and prior experience with liquid code. If you are not comfortable with this, please Request a Bold Memberships Installation for assistance.

Overview

Before you begin, review Notes Before Installing Apps. This article will help get you prepared and answers many common questions.

Note: This coding installation is required if you want to show or hide certain pages from your customers, based on their membership.

Select each step below to view the instructions.

Step 1: Edit theme.liquid

  1. Duplicate themes, to create a backup copy.
  2. From Shopify's admin, select Online Store.

    select online store

  3. Select Actions.

    Actions

  4. Select Edit code.

    Edit code

  5. Under "Layout", select theme.liquid.

    select theme.liquid

  6. Copy and paste this code on the line after the <body> tag: 
    <!-- Bold: Memberships -->
{% if customer %}
<div class="bold_customer_id" hidden>{{ customer.id }}</div>
{% endif %}
<!-- end Bold code -->

    copy and paste this code

  7. Select Save.

    select save

Step 2: Edit article.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select article.liquid.

    select article.liquid

  2. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top.

    <!-- Bold: Memberships (Article) -->
{% include 'bold_mem_helper' with 'article' %}
<!-- end Bold code -->

    copy and paste this code

  3. Select Save.

    select save

Step 3: Edit blog.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select blog.liquid.

    select blog.liquid

  2. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top.

    <!-- Bold: Memberships (blog) -->
{% include 'bold_mem_helper' with 'blog' %}
<!-- end Bold code -->

    copy and paste this code

  3. Select Save.

    select save

Step 4: Edit page.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select page.liquid.

    select page.liquid

  2. Copy and paste this code just before the {{ page.content }} section:

    Note: If you intend to use the alternate template feature, each template must have this include at the top.

    <!-- Bold: Memberships (page) -->
{% include 'bold_mem_helper' with 'page' %}
<!-- end Bold code -->

    page.liquid_mem_helper_insert.png

  3. Select Save.

    select save

Step 5: Edit search.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select search.liquid.

    select search.liquid

  2. Look for:

    {% for item in search.results %}

    or:

    {% for product in search.results %}

    look for this code

  3. Copy and paste this code below the line: 
    <!-- Bold: Memberships (search) -->
{% include 'bold_mem_helper' with 'search' %}
<!-- end Bold code -->

    copy and paste this code

  4. Select Save.

    select save

Step 6: Edit customers/account.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select customers/account.liquid.

    select customers/account.liquid

  2. Copy and paste this code at the beginning of the file: 
    <!-- Bold: Memberships (accounts) -->
{% include 'bold-memberships-salt' %}
<!-- end Bold code -->

    copy and paste this code

  3. Look for code similar to this:

    <h1 class="title clearfix">

    look for this line

  4. Copy and paste this code below the line: 
    <!-- Bold: Memberships (manage memberships) -->
<span class="note"><a href="/apps/memberships/accountDetails/?id={{customer.id}}&h={{bold_memberships_hash}}">Manage Memberships</a></span>
<!-- end Bold code -->

    copy and paste this code

  5. Select Save.

    select save

Step 7: Edit collection.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select collection.liquid.

    select collection.liquid

  2. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top. If you are using sections, you may need to do these steps in collection-template.liquid under "Sections" instead.

    <!-- Bold: Memberships (collection) -->
{% include 'bold_mem_helper' with 'collection' %}
<!-- end Bold code -->

    copy and paste this code

  3. Look for:

    {% for product in collection.products %}

    Note: This code may be found within "Sections", collection-template.liquid or "Snippets, product-loop.liquid. Can't find this code?

    look for this line

  4. Copy and paste this code below the line: 
    <!-- Bold: Memberships (collection products) -->
{% include 'bold-memberships-product' %}
{% if bold_hide_item == true %}
{% continue %}{% endif %}
<!-- end Bold code -->

    copy and paste this code

  5. Look for code referencing a price like:

    {{ product.price | money }}

    Note: This code may be found in other liquid files as well.

    look for this code

  6. Wrap this code around each price code: 
    <!-- Bold: Memberships (collection price) -->
{% include 'bold-memberships-price' %}
{% if bold_hide_item == false %}

<!-- price code stuff -->

{% endif %}
<!-- end Bold code -->

    paste this code

  7. Select Save.

    select save

Step 8: Edit product.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates", select product.liquid.

    select product.liquid

  2. Copy and paste this code at the beginning of the file:

    Note: If you intend to use the alternate template feature, each template must have this include at the top. If your theme contains sections, make these changes within product-template.liquid under "Sections".

    <!-- Bold: Memberships (product) -->
{% include 'bold_mem_helper' with 'product' %}
<!-- end Bold code -->

    copy and past this code

  3. Find the add to cart button.

    Note: Some themes may have an add to cart button outside the product page, such as a quick view window. Add this code there as well.

    find the add to cart button

  4. Wrap the button with this code: 
    <!-- Bold: Memberships (cadd to cart) -->
{% include 'bold-memberships-addtocart' %}
{% if bold_hide_item == false %}

<!-- Addtocartbutton here -->

{% endif %}
<!-- end Bold code -->

    paste this code

  5. Look for code referencing a price like:

    {{ product.price | money }}

    Note: This code may be found in other liquid files as well.

    look for this code

  6. Wrap each price code with this code: 
    <!-- Bold: Memberships (product price) -->
{% include 'bold-memberships-price' %}
{% if bold_hide_item == false %}

<!-- price code stuff -->

{% endif %}
<!-- end Bold code -->

    paste this code

  7. Select Save.

    select save

Step 9: Edit index.liquid

Note: Within the theme files, complete the following steps.

  1. Under "Templates" select index.liquid.

    Select index.liquid

  2. Copy and paste this code at the beginning of the file. 
    <!-- Bold: Memberships (index) -->
    {% include 'bold_mem_helper' with 'index' %}
    <!-- end Bold code -->

    Pasted Code

  3. Select Save.

    Select Save

Note: If you didn't install Memberships from the Shopify App Store, you might need to create the app's snippet files. Visit Bold Memberships Snippet Files for detailed instructions.

Next Steps:

Once you've gotten your new Bold Memberships app installed, you'll want to create your first Membership plan.

Helpful Links:

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