Articles on: Customers, Membership and Promotions

Membership System

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 Upgrade conditions consists of 2 parts:

Total spending
Spending validity period

3.3 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.

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

Customer joined the existing Silver members on 1 Apr 2025. Silver tier is having 6 months spending validity period.

Upgrade conditions for Gold tier:

Upgrade spending amount: RM500
Single order spent amount: RM700

Since customer joined the existing Silver tier on 1 Apr 2025, so the 6-month spending validity period for Silver tier are:

1 Apr 2025 - 1 Oct 2025
1 Oct 2025 - 1 Apr 2026
1 Apr 2026 - 1 Oct 2026
... continue till the end of Silver tier's membership period

There are 2 methods customers can upgrade to Gold tier:

Achieve or exceed RM500 spending within any 6-month spending validity period above;
Or, at any point of time if customer makes a minimum RM700 spent in a single receipt.

📌 Important: Customers’ total spending will reset (restart from zero) on the day they join a new tier. The total spending will also reset (restart from zero) at the end of every spending validity period.

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 Similarly, renewal conditions consists of 2 parts:

Total spending
Spending validity period

4.3 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. However if customer did not fulfill the renewal conditions, customer will auto downgrade to one tier lower.

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

Customer joined the existing Platinum members on 1 Apr 2025 and customer's membership is ending.

Renewal conditions for Platinum tier:

Membership period: 12 months
Renewal spending amount: RM800
Spending validity period: 6 months

Since customer joined the existing Platinum tier on 1 Apr 2025, so the 6-month spending validity period for Platinum tier are:

1 Apr 2025 - 1 Oct 2025
1 Oct 2025 - 1 Apr 2026 (stop at the end of the Platinum tier’s membership period)

📌 From here can see spending validity period can not be longer than membership period.

At the end of the 12-month 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 any of the 6-month spending validity period above 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. Create membership tier

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.

5.4 Next, craft your membership tier following the upgrade and renewal conditions you want to offer to customers.

Membership period (choose from lifetime, 3, 6 or 12 months)
Upgrade conditions
Renewal conditions
Spending validity period (choose from 3, 6 or 12 months)

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

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

6. Notes

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

6.2 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: 08/04/2025

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