Bold Memberships & Custom Pricing Integration

Bold Memberships integrates with Custom Pricing to provide you with the ability to automatically 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 recurrently 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.


It is important to make sure the Liquid code is installed for both the discounts and plans to work correctly. Please refer to both the Installation Guide for Custom Pricing and the Installation Guide for Bold Memberships.

To integrate these two apps, please follow the steps below.





Watch a video tutorial of Step 1 of this process in Create, Edit, or Delete Customer Tags.

Step 1. Set up the Tag & Discount in Custom Pricing

  1. From within Custom Pricing, select Manage Tags.
  2. Select Add Tag and enter a name for your 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.

  3. Optional: Enter a Default Discount

    Note: This is the discount percentage you'll be providing to your customers who are members. If you prefer to create different discounts for select products only, please visit Create, Edit, or Delete Product Pricing Groups to hand select your products and discounts.

  4. Select Yes or No to charge tax.
  5. Optional: Select an Auto-tag rule.
  6. Enter a Description.
  7. Optional: Enable Apply discount storewide.

    Note: If you prefer to create different discounts for select products only, please visit Create, Edit, or Delete Product Pricing Groups to hand select your products and discounts.

  8. Select Save.

Step 2. Create the Membership Plan


Bold Memberships requires a connection to an active Stripe account in order to accept payments for paid plans. Please refer to Set up Bold Memberships for full setup instructions.

  1. From Shopify's admin, select Apps.
  2. Select Recurring Memberships.
  3. Select Plans.
  4. Select Create New Plan.
  5. Enter a Plan Name.
  6. Enter a Plan Tag.

    Note: This is the tag that must match the one created in Step 1.2 above. These tags are case-sensitive and must match each other exactly in order for the integration to work.

  7. Enter a Plan Description.
  8. Optional: Select Edit Access Denied Message to change the text.
  9. Optional: Select Enable Trial? and enter a number of Days to enable a free trial.
  10. Enter Cycle Pricing to set the fee for this plan.
  11. Select a Billing Cycle.
  12. Enter How many payments.

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

  13. Select the Checkmark to add this billing option.
  14. Optional: Select Add Billing Option to add another option.
  15. Repeat Steps 18 - 22 until you have added all billing options.
  16. 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.

  17. Optional: Select Add Rule to add rules to the plan.

    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.

  18. Select Save.
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