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Membership V2
Create a plan or membership product (Membership V2)
Create a plan or membership product (Membership V2)
Updated over a week ago


The process of creating a plan or membership product, often referred to as "Membership," entails establishing structured offerings that provide exclusive benefits or access to customers in exchange for recurring payments. These plans can vary in duration, pricing, and features, catering to diverse customer needs and preferences.

By setting up Membership products, businesses can foster customer loyalty, drive recurring revenue, and offer personalized experiences tailored to different membership tiers.

This article provides step-by-step guidance on how to create and manage Membership products effectively within the AiTrillion platform, empowering businesses to maximize the value of their customer relationships.

Here are the steps to create a membership plan:

Step 1. Go to Membership v2 > Membership plan

Step 2. Click on the Create New Plan button

Step 3. Fill in the required details and click on Save Plan.

Membership renewal frequency - It indicates how often members are required to renew their membership to continue accessing the benefits

Minimum membership renewal - It represents the minimum period that members can renew their membership

Maximum membership renewal - Maximum membership renewal refers to the longest duration for which a member can renew their membership subscription.

Additional steps

To create a new product, check the below steps:

A) Click on Create new product

If you're considering offering a free trial, please check the following steps:

Step 1: Enable offer membership trial

Step 2: Enter the required details and click on Save plan

Note: The trial period must be less than the Membership renewal frequency

You will be able to check the membership plan as shown below


💡Tips for Membership V2

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