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Loyalty Memberships (Members-only discounts)

How to offer loyalty memberships with member-only perks with Subify?

Updated over a week ago

Creating and managing loyalty Membership plans has 3 main components:

  1. Recurring payments:
    This is the essential component of offering membership plans. 

  2. Member tagging:
    This is the next vital component in offering exclusive access to members. It's the process of automatically marking and dividing your store members from non-members.

    This function is crucial to define and offer specific benefits to different membership tiers.

  3. Membership Perks:
    This refers to the actual benefits or special features that you, as a merchant, provide to your members.

Subify supports both processing recurring payments and automated tagging. To be able to set up the third component, Membership Perks, you need to use third-party Shopify apps to create the perk you have in mind, like offering discounts on other products, free shipping on all products, etc.


Offering loyalty memberships with member-only discounts in Subify

These are two main steps you need to take, to offer a member-only discount membership with Subify:

  1. Create a membership program in Subify. Follow the instructions in this article.
    *Make sure to complete the 4th step in the article to enable Subify tag management or create automation to tag customers based on their tiers.

  2. Set your member-only discounts using an automated discount app.
    (follow the instruction bellow)

Offer member-only discounts using automated discount apps

Our recommended automated discount apps to work with are:


Discount perks you can offer to your members are as follows:

Free shipping discount:

Follow this instruction to offer free shipping on all, or selected products, only to members:

  1. Create a customer segment for your members:

    1. Enable the Customer tag "Has Active subscription" from the Subify Settings > Tag management.

    2. Create a segment for your members based on the Subify tag "Has Active subscription".
      How to create customer segments for your subscribers/members?

      * If you want to tag your members based on their membership tiers and offer different perks for each tier, you need to create an automation in Shopify Marketing automation or Shopify Flow to tag each tier separately:
      Automatically tag subscribers/members based on their tier or frequency

  2. Create a free shipping discount code on Shopify:

    1. Set the settings of the discount code based on your perks strategy:

    2. In the "Customer Eligibility" section, select "Specific customer segments" and select the customer segment you have created in the previous step, which includes your members only:

    3. Set the Maximum discount use:


      * If you want to offer limited free shipping discounts to members, for example, only 4 free shipping discounts, you can create 4 different discounts and limit all discounts to "one use per customer".

  3. Make this free shipping discount code automated using the ADG Automatic Discount & Gifts app.

Here's how to make Shopify discount codes automated with ADG Automatic Discount & Gifts app:

Result:

The free shipping discount code will be added to their cart automatically for all the customers:

After the customer enters their email address, Shopify checkout will check if the customer is eligible for that discount, meaning that if they are a member and are included in the segment you have defined;
If yes, the discount will stay in the checkout:

If not, they will see a banner that they are not eligible for this discount:

Percentage or Fixed amount discounts:

Follow this instruction to offer discounts on all, or selected products, only to members:

  1. Create a customer segment for your members:

    1. Enable the Customer tag "Has Active subscription" from the Subify Settings > Tag management.

    2. Create a segment for your members based on the Subify tag "Has Active subscription".
      How to create customer segments for your subscribers/members?

      * If you want to tag your members based on their membership tiers and offer different perks for each tier, you need to create an automation in Shopify Marketing automation or Shopify Flow to tag each tier separately:
      Automatically tag subscribers/members based on their tier or frequency

  2. Create a discount code on Shopify:

    You can create "amount of order" or "amount of products" discounts:

    1. Set the settings of the discount code based on your perks strategy:

    2. In the "Customer Eligibility" section, select "Specific customer segments" and select the customer segment you have created in the previous step, which includes your members only:

    3. Set the Maximum discount use:


      * If you want to offer limited free shipping discounts to members, for example, only 4 free shipping discounts, you can create 4 different discounts and limit all discounts to "one use per customer".

  3. Make your discount code automated using the ADG Automatic Discount & Gifts app.

Here's how to make Shopify discount codes automated with ADG Automatic Discount & Gifts app:

Result:

When some one adds a product to the cart, the discount code will be added to their cart automatically for all the customers:

After the customer enters their email address, Shopify checkout will check if the customer is eligible for that discount, meaning that if they are a member and are included in the segment you have defined;
If yes, the discount will stay in the checkout:

If not, they will see a banner that they are not eligible for this discount:

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