How to setup Recurring Membership app?

Question: How to setup Recurring Membership app?

Solution:

    Follow the below steps to install and setup Recurring Membership app:-

    I) CREATE PLAN

    Choose from below plans and proceed to create according to your requirement.

    • FREE PLAN
    • PAID PLAN – Recurring and One time (Stripe account details are mandatory to accept payments)

    membership-add-code-15

    Step 1. Add plan details, includes

    Plan Name: Membership name for internal use.
    Plan Tag: It will get assigned to the Shopify customer who will subscribe to any particular plan.
    Plan Interval: Membership plan of a particular time interval will be created.
    Currency code: Currency code of the plan amount can be added.
    Plan Amount: Amount for membership plan can be added here.

    membership-create-plan-5

    Step 2. Add plan Fields: First Name, Last Name, Email Address and Password are Shopify mandatory fields for creating a customer which can’t be removed. You can add many other fields in the form as per the requirements which your members to fill in the form.

    membership-create-plan-6

     

    Step 3. Update Settings: Customize and design the other settings of form and button from here. You can also integrate the plan with MailChimp.

    membership-create-plan-7

     

    Step 4. Member orders: Automatic order of a few products can be placed, once the customer subscribes to a specific membership. Orders can be recurring or one-time.

    membership-create-plan-8

     

    Step 5. Plan Rules: Set rules to show or hide any page/collection/cart button/price for current plan members.

    If you want to hide any collection from all customers except current plan members then add a condition like Show → Collection → Choose collections  

    If you want to show any collection to all customers except current plan members then add a condition like Hide → Collection → Choose collections  

    NOTE – If you have added the plan rules within your plan then CLICK HERE to set up liquid code.

    membership-create-plan-9

    II) ADD SHORT-CODES IN THEME LIQUID FILES

    Step 1.  From Shopify Admin, go to the Online Store > Themes > Actions(Published Theme) > Edit Code(Published Theme).

    membership-add-code-1

     

    Step 2. Open theme.liquid file under Layouts and paste below code after the <body tag.

    <!-- aaa: Memberships -->
    {% if customer %}
    <div class="aaa_customer_id" hidden> {{ customer.id }}</div>
    {% endif %}
    <!-- end aaa code -->

    membership-add-code-10

     

    Also, check if the below code is available in the theme.liquid file before </body> tag. If not, then add it.

    <input type="hidden" name="aaamembership_customer_logged_id" value="{{customer.id}}" id="aaamembership_customer_logged_id">

    membership-add-code-11

     

    Step 3. Open collection.liquid file under Templates and paste below code at the top of the file. Ignore this step if code is auto-injected or already available.

    <!-- AAA: Memberships (collection) -->
    {% include 'aaa_mem_helper' with 'collection' %}
    <!-- end AAA code -->

    membership-add-code-12

    Step 4. Open page.liquid under Templates and paste below code at the top of the file. Ignore this step if code is auto-injected or already available.

    <!-- AAA: Memberships (page) -->
    {% include 'aaa_mem_helper' with 'page' %}
    <!-- end AAA code -->

    membership-add-code-13

    Step 5. Open product.liquid file under Templates and paste this code at the top of the page.  Ignore this step if code is auto-injected or already available.

    <!-- AAA: Memberships (product) -->
    {% include 'aaa-product-page-filter' %}
    <!-- end AAA code -->

    membership-add-code-14

    III) ADD BUTTON OR FORM IN THE STORE

    In the plan settings, three options are available-

    1. Get HTML code: This code will provide the HTML code of the form. 
    2. Get Button: This code will provide the Button code. After clicking that button a popup with form will appear.
    3. Auto inject code snippet on pages: This feature will inject the button code in any existing page you select.  membership-add-code-16

    Paste the copied HTML or Button code in a page –

    membership-add-code-17

     



    IF YOU ARE FINDING IT DIFFICULT TO SETUP THEN PLEASE CONTACT US FOR FREE SETUP



     

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