[Coming Soon] Coupon & Membership Product (HK)

With the app, you can sell membership tiers as products. Customize the product price, assigned membership tier, reward credits/points, and customer tags to drive repeat purchases and boost member engagement.

⚠️ Before you start, please be reminded: This feature is currently only available to merchants in Hong Kong. To enable this app, please contact our Online Merchant Success Team.

This article will cover the following:

• Install the app
• Create a membership product
• Set up a membership product
• Customers purchase membership products on the storefront
• Analyze membership product performance

1. Install the app

Step 1

Go to [My Apps] > [Apps Store], find "Coupon & Membership Product" and click Contact us. The Online Merchant Success Team will assist you with the installation process.

Step 2

After the installation is complete, go to [Apps] > [My Apps] and click App Settings.

Step 3

Activate the app script to complete the setup.

2. Create a membership product

Go to [Products & Categories] > [Products] and create a new product. You can customize the product details and refer to the following three recommended settings.

i. Pricing

Go to the "Quantity & Pricing" tab. We recommend setting the original price to $0 and configuring a member price for members-only purchases.

• Online Store: Non-members will see a "Contact Us" message on the product page and will not be able to make a purchase.
• Retail store: If a non-member adds the product to the cart, it will display as $0. Store staff can help verify and prevent the purchases.

*Note: If a non-member successfully completes the purchase, the system will not update their membership tier, issue store credits/points, or add tags.

ii. Quantity

Go to the "Quantity & Pricing" tab. We recommend setting the product quantity to "Unlimited Quantity (Do not track Inventory)" to prevent purchase restrictions caused by inventory limits.

However, if you wish to offer the membership product as a limited-quantity item, you can enter the desired quantity.

iii. Product not applicable to discount

Go to the "Settings" tab. We recommend setting the product as "Product not applicable to discount" to prevent membership products from being affected by promotions.

3. Set up a membership product

Go to the product edit page, click Membership Product Settings, and complete the following settings.

i. Membership tier

Set the membership tier to be updated when a customer purchases this product. The corresponding membership validity period will also be applied automatically.

*Note: Please create membership tiers first under [Customer Management] > [Membership Tier] for these settings to take effect.

ii. Credit

Set the store credits customers will receive after purchasing this product, along with the reason for sending credits, validity period, and notification.

*Note:

• Please enable the store credits toggle first under [Customer Management] > [Store Credits] for these settings to take effect.
• The reason for sending credits will appear in the store credit log.
• You can customize the notification message under [Settings] > [Custom Notification] > [Assign Store Credits Notification].

iii. Member point

Set the points customers will receive after purchasing this product, along with the reason for sending points and notification.

*Note:

• Please enable the member points toggle first under [Customer Management] > [Member Points] for these settings to take effect.
• The reason for sending points will appear in the store credit log.
• You can customize the notification message under [Settings] > [Custom Notification] > [Assign Member Points Notification].

iv. Customer tag

Set the customer tags that will be added after purchasing this product. Each tag must be between 3 to 40 characters.

If you set the membership product to add two tags: "VIP" and "Purchase Membership". After a customer completes a purchase, please refer to the following scenarios and results:

After completing the settings, click the Save button and publish the product.

4. Customers purchase membership products on the storefront

When customers add a membership product to the shopping cart, the system will display a reminder message.

The reminder message will not be displayed in the following situations:

• The membership product has not enabled the "Membership tier" setting
• Customers proceed to checkout via the following flows:
  • Fast Checkout
  • Express Checkout Page
  • One-Page Checkout｜One-Page Store
  • Shopper App Native Shopping Cart
  • POS Checkout
  • Smart OMO Checkout
  • New Shopping Cart

Once a customer completes payment and the payment status is updated to "Paid", the system will trigger the following actions based on your settings:

1. Update customer membership tier
2. Send credits
3. Send member points
4. Add customer tags

*Note:

• If a customer purchases the same membership product multiple times, their tier will only be upgraded once, and the tags will only be added once. However, store credits and points will be sent repeatedly.
• If a customer purchases multiple different membership products, only the highest tier will be applied, and all associated tags will be added. Credits and points will be sent repeatedly.
• If a customer checks out with both membership and regular products in the same order, the order will not reflect the new member benefits since the membership has not been upgraded yet. We recommend placing membership and regular products in separate orders.
• The purchased membership will directly override any existing one, which may lead to a downgrade. Please remind customers to review carefully before purchasing.
• Once the order status is updated to "Paid", subsequent actions—such as returns, cancellations, splits, deletions, edits, merges, or reassignments—will not affect the updated membership tier, sent credits/points, or added tags.
• We recommend disabling the "Cancel Order By Customer" feature to reduce the need for manual membership recovery.

5. Analyze membership product performance

If you need to analyze membership products, please refer to the following paths.

i. Customer tag

Go to [Customer Management] > [Customers] to search for customers using specific tags and export the customer list.

ii. Customer group

Go to [Customer Management] > [Customer Group] to create a new group and set the condition to include "Product Preference" > "Purchased Specific Product".

iii. Orders

Go to [Order Management] > [Orders] and use keywords to search for orders that include specific products. You can also export the order report and include the product name as one of the export fields, then filter the data in the report as needed.

iv. Shoplytics product sales analysis

Go to [Report & Analytics] > [Shoplytics] > [Product] > [Product Sales Analysis] to view data such as the sold quantity, page views, and gross orders for specific products

Read more

• Upload Products
• Ｍembership Auto-Downgrade | Membership Tier
• Customer Tag & Note｜Customer List
• Create Customer Group