In this article:

1. Introduction
2. Enable points and membership (Loyalty Program)
3. Upgrade conditions
4. Renewal conditions
5. Design the digital membership card
6. Create the membership tier
7. Notes

1. Introduction

With the membership system, you can create multiple membership tiers based on customer spending levels. This allows you to identify your most loyal customers. Additionally, you can set up custom earning and redemption formulas, helping you build stronger relationships with loyal customers by offering them exclusive rewards.

2. Enable points and membership (Loyalty Program)

2.1 Before crafting your membership program, you must set up point system first. Refer this guide.

2.2 Next, let's understand upgrade and renewal conditions before really go into the setup part.

3. Upgrade conditions

3.1 In order to upgrade to a higher membership tier, customers must fulfill the upgrade conditions of the tier.

3.2 How upgrade works:

Once customer’s total spending within any spending validity period in the existing tier achieve or exceed the upgrade spending amount, customer will auto upgrade to the tier. Alternatively, you can also let customers auto upgrade when they make a minimum spend in a single receipt.

3.3 Let’s take the following example of customer upgrading from Silver to Gold tier:

About Silver tier:

• Spending validity period: 6 months

About Gold tier:

• Upgrade spending amount: RM700
• Single order upgrade amount: RM500

At any point of time after joined Silver tier, a customer can upgrade to Gold tier if any of the conditions below are met:

1. Customer's accumulated spending achieve or exceed RM700 within 6 months, or
2. Customer makes a minimum RM500 spent in a single receipt.

4. Renewal conditions

4.1 Each tier has it’s own membership period. If customers didn’t further upgrade during the membership period, they can renew and stay in the existing tier if they fulfill it's renewal conditions.

4.2 How renewal works:

At the end of the membership period, system will check if customers fulfill the renewal conditions to stay in the tier. If customer’s total spending within any spending validity period achieve or exceed the renewal spending amount, customer’s membership will auto renew and customer will stay in the tier. Else, customer will auto downgrade to one tier lower.

4.3 Let’s take the following customer renewing in Platinum tier as an example:

About Platinum tier:

• Customer joined: 1 Apr 2025
• Membership period: 12 months
• Spending validity period: 12 months
• Renewal spending amount: RM800

At the end of the membership period on 1 Apr 2026, system will check if customer fulfill the renewal conditions to stay in Platinum tier.

• If customer’s total spending within 12 months achieve or exceed RM800, customer’s Platinum membership will auto renew and customer will stay in Platinum tier.
• Else, customer will auto downgrade to one tier lower.

5. Design the digital membership card

Now after understanding how upgrade and renewal work between tiers, you may now proceed to craft your first upgradable membership tier.

5.1 Go to EasyStore admin panel > Customers > Points and Membership > click Add membership tier to create your first tier.

5.2 Start your tier branding by giving it a name.

5.3 For membership card design, you can either:

5.3.1 Just uploading your logo and customize the font and background colors.

5.3.2 Or, click Switch to customize image to upload the entire card design of your brand.

This is how customers will see your card design at their account page.

6. Create the membership tier

Move on to set the upgrade options and membership duration for customers.

6.1 Choose a membership period to determine when the membership will be due for renewal:

• Lifetime - once customers upgrade to this tier, they stay in this tier permanently regardless of future spending amount
• Custom period **3, 6 or 12 months **- customers' membership in this tier will be due for renewal after the selected months

6.2 Set the upgrade and renewal conditions you want to offer to customers (refer to step 3 and 4 above).

• Upgrade conditions (cumulative order total spends / single order spends to upgrade to the tier)
• Renewal conditions (min spends to stay in the tier)
• Spending validity period (choose from 3, 6 or 12 months)

6.3 Give exclusive points earning and redemption rates for customers that successfully upgraded to this higher tier.

6.4 You can also set exclusive discounts to give privileges to higher tier members.

7. Notes

7.1 Tiers can not have the same membership name and same upgrade threshold.

7.2 Only Paid orders will be included in calculation for total spending.

⚠️ If changes were made to theme files customers/account.liquid or customers/order.liquid files before, please reset the files in Channels > Online Store > Edit source > templates.

Updated on: 23/07/2025