Get Started with Bold Memberships

Overview

Bold Memberships allows you to run any type of membership on your store and either charge a recurring membership fee for it or provide this membership for free. From sophisticated memberships that show different content, blogs, or change something on your site, to basic memberships for offline services or digital services such as fitness classes, piano lessons, or any other type of membership.

Note: Memberships does require a Liquid code installation to function correctly on your site. 

Not sure how to get started with Memberships? Here is a step-by-step guide to help you on your way:

Bold Memberships requires a liquid code install to work properly on your site.

If you're comfortable with code, you can complete the installation yourself or request an installation from our Installs team here!

 Caution

Third party page builder apps cannot be used alongside Bold Memberships at this time. In order for Bold Memberships to function correctly, we recommend removing the third party page builder app and the liquid code from your store.

If you haven't already, you'll need to enable customer accounts in order for customers to be able to log into their membership plan. You can set this to be either "optional" or "required"; as long as they aren't disabled.

 Caution

As of December 31st, 2020, PayPal will be enforcing SCA (Strong Customer Authentication) requirements for online card transactions in the European Economic Area (EEA), except for the UK region. As a result, Bold Memberships will not be able to offer PayPal as a payment gateway for existing merchants if: 

  • They have not yet connected PayPal in the app
  • They disconnect PayPal from within Bold Memberships after December 31st, 2020

All merchants that install Bold Memberships after December 31st, 2020, will no longer be able to connect PayPal within Bold Memberships. Stripe is available as a SCA compliant payment gateway.

In order to sell your membership plans to customers, you'll need to connect your Stripe account within the app.

Once your app has been installed and the previous steps have been taken, you can create your first Membership plan. This is the plan that customers will purchase in order to access the perks that you are offering through your membership.

If you would like to show certain content to members on your storefront after they have successfully signed up for a membership plan, you can set a "Show" rule within a membership plan. Please visit Create Members Only Content in Bold Memberships for more information on which rules are available in Bold Memberships and steps for creating these rules in a membership plan.

If you'd like to have your memberships listed on their own page, you'll want to create a new page. You can use this to place your buy button or widget.

This step is optional; you can also add your buy button or widget to an already-existing page on your website.

A Memberships buy button placed on a page will allow customers to sign up for your membership plan using a button that opens up a form field.

A Memberships widget is more of an embedded registration field for your plan. Placing it on a page will allow your customers to sign up for your membership using the form field on your page. 

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