[Coming Soon] Member Group Auto-Identification

With the "Member Group Auto-Identification" app, you can set up group email domains. The system will automatically recognize customers from partner companies, organizations, or schools, and update their membership tier or customer tags to provide exclusive offers. This feature helps attract specific customer segments, boosting both sales performance and customer loyalty.

This article will cover the following:

• Install the app
• Create automation rules
• Manage automation rules
• Notes

1. Install the app

Step 1

Go to SHOPLINE Admin > [Apps] > [Apps Store]. Use the drop-down menu to select "Customer Service".

Step 2

Find the "Member Group Auto-Identification" app and click Install Now. For more information on app installation, please refer to: Apps Store.

Step 3

Continue with the authorization of relevant permissions and click Install & authorize to complete the process.

2. Create automation rules

Step 1

Go to SHOPLINE Admin > [Apps] > [My Apps]. Find the "Member Group Auto-Identification App" and click Open App.

Step 2

Click the Create rule button to enter the rule settings page.

Step 3

Set the rule name for internal reference only. You can enter up to 50 characters.

Step 4

Enter the email domains you want to identify, and press Enter to add. Each rule can include up to 50 domains.

For example, if you enter "shopline.com", the system will automatically detect all member emails containing that domain, such as:

• 123@shopline.com
• example@shopline.com
• example01@shopline.com

Step 5

Select the member type for this rule.

• New members only: Applies only to members who register after the rule takes effect.
• New members and existing members: After saving the rule, it applies to new registrations while simultaneously performing data integration for existing members. A notification will be shown on the list page once the process is complete. 

Step 6

Set the automated action, you can select:

i. Auto-update member tier

From the dropdown menu, select the member tier you have created. For more details on setting up member tiers, please refer to: Set Up Membership Tiers.

ii. Auto-add customer tag(s)

Enter the customer tags you want to add and press Enter to create them. You can set up to 3 tags per rule, and each tag must be 3-40 characters long. For more details on customer tag settings, please refer to: Customer Tag & Note｜Customer List.

*Notes:

• Duplicate tags are not allowed.
• Each customer can have a maximum of 60 tags. Once the limit is reached, new tags cannot be added, and the system will send an email notification to the store.

Step 7

Set the start and end time for this rule to take effect, in hourly units.

*Notes:

• The start time can be set at the earliest 1 hour from the current time, and up to 1 year in the future.
• The end time must be at least 1 hour after the start time.

Step 8

Review your settings and click Save at the bottom of the page.

3. Manage automation rules

i. Rule list page

View existing rules, their creation time, and data integration status. You can click the View or Delete buttons to perform corresponding actions. Rules are sorted by creation time, from newest to oldest.

ii. Feature settings

You can enable the "Storefront Email Update Restriction" feature here. This setting will apply to all active rules.

Once enabled, customers will be prevented from updating their email address to one of the domains specified in the rules, and the system will display an error message.

• Example 1

If the customer’s original email is "example@shopline.com", and the rule includes the domain "shopline.com":

• Example 2

If the customer’s original email is "example@gmail.com", and the rule includes the domain "shopline.com":

• Example 3

If the customer’s original email is empty, and the rule includes the domain "shopline.com":

4. Notes

• To both update the membership tier and add customer tags for a specified domain, you need to create two separate rules.
   
• Once a rule is saved, it cannot be edited, only deleted and recreated.
   
• Membership tier follows the principle of "upgrade only":
  • If the customer’s current tier is higher than the tier set in the rule, the tier remains unchanged, and the system will send an email notification to the store.
  • If the customer’s current tier is equal to the tier set in the rule, both the tier and membership expiration date remain unchanged.
  • If the customer’s current tier is lower than the tier set in the rule, the system will automatically upgrade the customer to the specified tier.
     
• If the assigned membership tier is deleted after the rule has been created, customers will not be upgraded successfully, and the system will immediately send an email notification to the store. However, no notification will be triggered if the rule has already expired.
   

• This app does not support the "Sign up method" set to "Mobile number only". You can go to [Settings] > [Customer Settings] to review and adjust this setting.

  

• It is recommended to set the "Verification method" to "Send email verification (mandatory)" when using this app. You can go to [Settings] > [Customer Settings] to review and adjust this setting.