Watch the Quick Video below to set up the Membership module

Membership Module Integration Steps

Create Plan

Add Short-codes in theme liquid files(Optional)

Add Short-codes in theme liquid files only if using Restricted Access(Plan Rules) in Membership module

Add a button on the form in the store

Follow the below steps to install and set up the Recurring Membership Module :-

This article will show you how to set up a membership module in your Shopify storefront, create recurring membership plans, and set up the store. Follow the steps below to get started.

Step 1: Open Membership module Dashboard >> Click on Plans.

3. From here, you can create membership plans.

Step 2(b)

Create Paid Recurring Plan

First, connect your payment gateway. Goto Settings > Connect Payment Gateway

Refer to this article to learn more about How to Connect PayPal Payment Gateway

Refer to this article to learn more about How to Connect Stripe Payment Gateway

Now go to Plans > Add Paid Plan

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Then add other plan details

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

Step 3: Setup form fields

Create a custom form for the members to capture the required details from customers when they sign up for membership. Use drag and drop Membership form.

Here, First Name, Last Name, Email Address, and Password are Shopify mandatory fields for creating a customer so these can’t be removed or deleted. You can add other required fields in the form that needs to be filled by customers in the form while subscription.
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Step 4: Settings

Settings for the form Customize and design the settings of form and membership buttons from here. You can also integrate the plan with MailChimp.
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Step 5. Show/Hide pages, collection to members

Restricted Access: Show or hide specific collection, pages, add to cart button, price, and blog to specific subscribed members only. All rules you create will be applied to only the subscribed members of this plan only.

Refer to this article to learn more about how to set up a restricted page.

Refer to this article to learn more about how to set up restrictions on the Product Price and the Add to Cart button.

Step 6: Recurring members order

Members Order: Select products to be ordered on every membership renewal. It can be a recurring order or single order.

Step 7. Members product Discount

Members Product Discount: Set up a collection-wise discount for the members of the store. For example: Give Wholesale members 20% off on selected collections.

Step 8. Embed code for the membership form

Embed Code: Once you save the above details, you will see this embed code field. You need to add this shortcode on the member page in Shopify editor mode.

Button Code: Use this code, if you just need a button on your page, and on click, it will open the form in a popup.

Form Code: Use this code, if you want to show a direct form on a page, and also you can edit the HTML version for the designing purpose.

NOTE – This step can be skipped if the code is automatically injected to your theme. You can just review the code inserted in your theme.

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

Step 2. Open theme.liquid file under Layouts and 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="" id="aaamembership_customer_logged_id">

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

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

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

Step 6. Open product.liquid file under Templates and paste this code at the top of the page. Ignore this step if the code is auto-injected or already available.

Restricted Access (Plan Rules) is used to show/hide products, collections, and pages for specific members. View the below image –

NOTE – If using Restricted Access (Plan Rules) in any membership plan then follow the below steps for the setup otherwise skip it.

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

Step 2. Open collection-template.liquid file under Sections and search for the keyword “for”. Some below-related lines of code will appear.
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