How to install and setup Recurring Membership app?

Question: How to install and setup Recurring Membership app?

Solution:

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

    Step 1. Go to Shopify app store and install Memberships Subscription Order app.

    Step 2. After installation click on app to open its dashboard. Create a Free or Paid Membership plan based on your requirement.

    CREATE PLAN

    Step 3. 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)
    • WHOLESALER PLAN

    NOTE: For creating a Paid plan it is mandatory to integrate the payment gateway(Stripe) with the app.

    1.a.) 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

    1.b.)  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

     

    1.c.)  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

     

    1.d.)  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

     

    1.e.) 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  

    membership-create-plan-9

    ADD SHORT-CODES IN LIQUID FILES

    Step 4. Go to Online store > Themes > Edit code(Published Theme). 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 -->

    Step 5. 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 -->

    Step 6. 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 -->

    Step 7.  Open collection-template.liquid file under Sections and search for the keyword “for”. Some below-related line of code will appear.

     {% for product in collection.products %}</code

    Then, paste this code after the for loop –

    <!-- AAA: Memberships (collection products) -->
    {% include 'aaa-collection-product-filter' %}
    {% if aaa_hide_item == true %}
    {% continue %}{% endif %}
    <!-- end AAA code -->

    NOTE:  If for loop or some related code is not found in the file then there must be some snippets included and you can find that file under Snippets and paste the code there.

    Step 8. 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 (page) -->
    {% include 'aaa-product-page-filter' %}
    <!-- end AAA code -->

    NOTE: If you are creating any plan rules with show/hide logics then following instructions in Step 7 are mandatory add in theme code. Otherwise, step 7 can be skipped.

    Step 9. If any Plan Rule has been selected then add below codes in liquid files of the theme. Plan Rules are selected to show/hide products, collections and pages for specific members.

     

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

    membership-add-code-1

    9.b.) Under Templates open file product.liquid file.

    Copy and paste below code at the beginning of the file and save

    {% include 'aaa-plan_rule' %}

    membership-add-code-2

    NOTE: If you intend to use the alternate template feature, each template must have this include at the top. If your theme contains sections, make these changes within product-template.liquid under “Sections”.

    9.c.) Now, open file product-template.liquid file under Sections. Find the add to cart button by searching for keyword “cart”.

    NOTE: Some themes may have an add to cart button outside of this file. You can find it in files under Snippets like product-form.liquid.

    Wrap the button with this code

    {% if aaa_cart_hide_item == false %}
    Addtocartbutton here ...
    {% endif %}

    membership-add-code-3

     

    9.d.) In the same file, search for {{ current_variant.price | money }} or price keyword or something relevant code which is printing the value of current price and wrap it with the below code. 

    NOTE: Some themes may have this code outside of the file. You can find it in files under Snippets like product-price.liquid.

    {% if aaa_price_hide_item == false %}
    price code stuff...
    {% endif %}

    membership-add-code-4

     

    ADD BUTTON OR FORM IN THE STORE

    Step 10. From plan settings, there are below three options-

    1. Get HTML code: This code will provide the HTML code of the form placing which you will get a form.
    2. Get Button: This code will provide the Button code placing which you will get a button in your store. 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 page you select from here. 

    membership-use-code

     

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