If you want to offer a membership program where customers receive special discounts (like percentage-based discounts or free shipping) by becoming a member, Subify and Automatic Discounts & Upsells (ADU) work together to set it up for you.
Examples:
Membership offering 15% off all orders for active subscribers.
Free shipping for members on orders over $50.
Discounted rates on specific collections or products for members.
While Subify handles the recurring payments and automatic customer tagging, the discount perks are managed by ADU.
Step 1: Create Your Membership Product on Shopify
Before configuring your membership plan in Subify, you need to create the membership product in Shopify.
Go to your Shopify dashboard.
Create a new product that represents the membership you're offering. For example, you can call it "Loyalty Membership".
Add details such as the pricing, description, and the perks your members will receive (e.g., exclusive discounts, free shipping).
Step 2: Create a New Plan and Add Your Product
In your Subify dashboard, navigate to the Subscription Plans section. This is where you will create and manage all your membership plans.
Select the membership product you created in Shopify (e.g., Loyalty Program).
Set the purchase option to Subscription only to ensure the product is available only as a recurring membership.
Step 3: Create Your Selling Plan
Under the selling plan options, select how often you want customers to be charged for the membership. In our example, we’ll set it to Monthly, as customers will be charged once a month for membership fees.
If you offer different membership frequencies (like monthly, yearly) create separate selling plans only for the frequency variants (e.g., Monthly, Yearly). You will need to price each frequency variant correctly in Shopify and then connect the correct variant to the corresponding selling plan in Subify.
Step 4: Enable Tag Management in Subify
To enable the access feature using Sami, you'll need to track and tag customers who become members.
Go to Settings in your Subify dashboard.
Navigate to the Tag Management section and enable all tags. This feature automatically tags customers who subscribe to your membership as "Have Active Subscriptions".
This tag will be essential for ADU to recognize who gets the discount after they become a member
Step 5: Set Up Discounts and Segments in Shopify
Before moving to ADU, you need to create your discounts and segments in Shopify panel:
Go to your Shopify Admin and navigate to the Discounts section.
Name the discount code (e.g., checkout10), which will be used to track this discount.
Select the products or collections you want to offer the discount on, or choose to apply the discount to every product.
In the Purchase type section, select Subscriptions to ensure that this discount is linked to your subscription products.
Before applying the discount to a specific group of customers, you need to create a segment based on the "Has Active Subscription" tag.
Go to Shopify Admin > Customers > Segments.
Create a new Customer Segment based on the tag "Has Active Subscription".
customer_tags CONTAINS 'Has Active Subscription' = TRUE
Once the segment is created, return to your Discount settings. In the Customer Eligibility section, choose the customer segment you just created to ensure that only active subscribers receive the discount.
To make sure the discount applies to all future payments in the subscription:
In the Recurring payments for subscriptions section, select Discount applies to all recurring payments. This ensures that subscribers continue to receive the discount on every recurring charge, not just the first payment.
Step 6: Setup Discounts in ADU
Now that your Shopify Discount is created, you can head to ADU and make the discount automatic.
Open the ADU app in your Shopify store.
Navigate to Promotions and select the Shopify discount code option.
Add the discount code you created in Shopify (e.g., checkout10).
Set the promotion to Active to enable automatic application of the discount for eligible customers.
At this point, your automatic discount is fully set up. When a customer with an active subscription checks out, the ADU app will apply the discount automatically based on the code and eligibility criteria you set up in Shopify.
Step 7: Finalize and Launch
After setting up the membership product, enabling tagging, and configuring discounts in ADU, it’s time to launch your membership.
Ensure that discounts are applied only to members who have the "Has Active Subscription" tag.
Go through the checkout process as a customer to verify that the discounts are applied correctly for eligible members.
Once everything is verified, your membership program is ready to go live!
Example of a 10% Order Discount:
In the following example, a customer has bought the Loyalty Membership for 19$ and afterwards, they get an automatic 10% discount on all the products available.
To avoid customers exploiting membership discounts and then canceling right away, you can use Subify's cancellation policy to limit cancellations until after a certain number of payments, or disable cancellations altogether.
And here is the customer's subscription contract after receiving a 20% discount on Subscription option compared to One-time purchase and a 10% discounts because of a loyalty membership:
Customization
After the membership plan is live, you can fully customize the widget to match your store’s branding and enhance the customer experience.
Go to the Widgets tab in Subify.
Customize the widget layout, color schemes, and labels to align with your store’s design.
By default, Subify places a "Subscription" label on the widget. For a membership, you might want to update this:
In the widget customization options, find the label and change it from "Subscription" to "Membership" to clearly communicate to customers that they are signing up for a service membership.
This will ensure the widget reflects the nature of the membership program clearly.
Troubleshooting
If the widget doesn’t display correctly or if you run into any issues, Subify has built-in resources to help:
Visit the Widget Troubleshooting Guide in the Subify dashboard for solutions to common issues.
If you need further assistance, you can reach out to our 24/7 customer care team using the chat icon located at the bottom right of your page.