Create a Membership Plan in Bold Memberships

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  2. Memberships - Shopify
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Bold Memberships allows you to create different types of membership plans. You can create memberships to show exclusive content, such as selected products, collections, pages or more, or basic memberships for offline services such as fitness classes or piano lessons.

Before setting up your membership plan, please ensure:

  1. Your Stripe account is connected. If your memberships are free, you can skip this step.
  2. The liquid code is installed. Please visit Bold Memberships Code Install Instructions for more information.
 Pro-Tip

Bold Memberships is designed to take a recurring fee through Stripe to allow your customers to access services or content. It will not create an order for a physical product in Shopify. If you wish to sell physical products on a recurring basis, Bold Subscriptions may be a better solution for you. For more information, please visit What's the Difference Between Bold Memberships & Bold Subscriptions?

To setup your first plan, please follow the steps below.

 

 

Setup

  1. From the Shopify admin, select Apps.
  2. Select Recurring Memberships.
  3. Select Plans.

    From the top navigation bar, select Plans

  4. Select Create New Plan.

    In the top-right corner, select Create New Plan

  5. Enter a Plan Name.

    In Step 1, enter your plan name in the first textbox

    Note: This is the name that your customers will see. If you intend to offer more than one plan, make sure to create unique titles for each plan (i.e. Bootcamp for Beginners, Intermediate Bootcamp, etc.).

  6. Enter a Plan Tag.

    To the right of the Plan Name, enter in a Plan Tag if you want the plan to add a customer tag to individuals on it

    Note: This is the tag that will be used to identify which of your customers belong to this plan. Memberships will automatically tag your customers within their Shopify customer account when they purchase this plan.

  7. Enter a Plan Description.

    Underneath, enter in a Plan Description to inform customers about your membership

  8. Select Edit Access Denied Message to change the text (optional).

    Below that, click the Edit Access Denied Message button. A pop-up will appear where you can edit the text

  9. Select Enable Trial? (optional).

    Below that, select the Enable Trial checkbox

  10. Enter the Trial Length (optional).

    Enter the trial length in the textbox underanth (in days)

  11. Select Enable Email Verification?.

    Select the Enable Email Verification checkbox

    Note: Enabling this option will force the customer to verify their email address when they go to sign up.

  12. Enter Cycle Pricing to set the fee for this plan.

    Enter the membership price details. First, the cycle pricing (in dollars) which will determine how much a customer pays

    Note: This is how much your customers will pay for this membership upon each billing cycle based on your store's default currency. The dollar ($) symbol will appear beside the input box, however, the amount that you enter in will reflect on the membership details in your store's default currency. Example: If you enter a value of 10 for a store that the default currency is set to Euros, the membership will cost 10 Euros (€10).

  13. Select a Billing Cycle.

    To the right of the cycle pricing is a dropdown for the billing cycle (weekly, monthly, quarterly, or yearly)

  14. Enter How many payments.

    On the same line, to the right of the billing cycle, you can enter in how many payments a customer will make for the plan

    Note: Deselect Forever and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave Forever selected to have the payments continue until the subscriber cancels.

  15. Select the Checkmark to add this billing option.

    If you want payments to continue forever, select the Forever checkbox to the right of the number of payments text box

  16. Select Add Billing Option to add another option (optional).

    Underneath the billing details, select Add Billing Option to add this as a payment option

  17. Repeat Steps 12 - 16 until you have added all billing options.

    repeat steps 12 - 16

  18. Select Add Registration Field to collect additional information from your subscribers.

    Within the Step 3 section, select Add Registration Field. A horizontal line of options will be displayed where you can add information for a registration field. Enter the name (example: Age), check whether or not it will be reuqired, and choose how the information will be filled out (text field or multi-line text area

    Note: Registration fields are only able to be created in the following 2 types: Text Field and Multi-Line Text Area.

    First name, last name, and email address will automatically appear, so they don't need to be added with registration fields. You won't be able to adjust these fields, however you can re-order your created fields.

  19. Select Add Rule to add rules to the plan (optional).

    Note: This can be used to show specific products, collections, etc. to these members only. The plan rules are set from the perspective of a member. This means that if you want to hide content from non-members, you'll create a Show rule for the members.

    Please visit Create Members Only Content in Bold Memberships for more information on which rules are available and steps for setting up each rule within a membership plan.

    Within the Step 4 section, select Add Rule to either show or hide a number of different things on your store such as products, pages, and more, or show a different Liquid template, to customers who are part of your membership plan

  20. Select Save. 

    Note: You can test your plan rules by inviting yourself to a free membership plan.

 

 

Next Steps

Once your plan is set up, add a membership Widget or Buy Button to a page so your customers can sign up. For more information, please visit:

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