Custom Pricing & Memberships Integration

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Warning!

This integration requires both Custom Pricing and Bold Memberships to be installed on your Shopify store. The coding installations for both apps must also be completed prior to setting up this integration. Visit Custom Pricing Code Install Instructions and Bold Memberships Code Install Instructions for more information.

Custom Pricing integrates with Bold Memberships to provide you with the ability to offer product discounts to customers who are signed up as members.

Custom Pricing creates the price discounts while Memberships provides various levels of access, and bills your customers recurringly for their plan.

After subscribing to a membership, your customers are automatically marked with the plan tag associated with that membership plan. Custom Pricing then reads this tag and displays the  discounted product prices.

To integrate these two apps, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Custom Pricing (Wholesale & Quantity Breaks).

    Select Bold Custom Pricing

  3. Select Manage Tags.

    Select Manage Tags

  4. Enter a Tag.

    Note: You can enter any name you would like for the tag, just be sure to record this tag for later. You'll need to enter the exact same tag name in Memberships when creating your plan.

    Enter Tag

  5. Enter a Description.

    Enter Description

  6. Select Yes or No to charge tax.

    Select to Charge Tax

  7. Enter a Default Discount (%).

    Note: This is the discount percentage you'll be providing to your customers who are members.

    Enter Discount Amount

  8. Select Add New Tag.

    Select Add New Tag

  9. From Shopify's admin, select Apps.

    Select Apps

  10. Select Recurring Memberships.

    Select Memberships

  11. Select Plans.

    Select Plans

  12. Select Create New Plan.

    Select Create New Plan

  13. Enter a Plan Name.

    Enter Plan Name

  14. Enter a Plan Tag

    Note: This is the tag that must match the one created in Step 4. These tags are case-sensitive and must match each other exactly in order for the integration to work.

    Enter_Plan_Tag.png

  15. Enter a Plan Description.

    Enter a Plan Description

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

    Edit Access Denied Message

  17. Select Enable Trial? and enter a number of Days to enable a free trial (optional).

    Select Enable Trial

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

    Enter Cycle Pricing

  19. Select a Billing Cycle.

    Select Billing Cycle

  20. Enter How many payments.

    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.

    Enter Number of Payments

  21. Select the Checkmark to add this billing option.

    Select Checkmark

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

    Select Add Billing Option

  23. Repeat Steps 18 - 22 until you have added all billing options.

    Repeat Steps 9 - 13

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

    Note: First name, last name, and email address will automatically appear, so they don't need to be added with registration fields.

    Select Add Registration Field

  25. 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 respective content.

    Select Add Rule

  26. Select Save.

    Select Save

That's it!

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