Automatically Enroll Newly Signed-Up Customers in a Free Membership Plan

Automatically Enroll Newly Signed-Up Customers in a Free Membership Plan

Introduction

Automatically Enroll Newly Signed-Up Customers into your membership plan as soon as they sign up. This feature lets you assign a default membership plan to new customers, ensuring they receive the plan’s benefits without requiring manual enrollment.

Here are the steps to automatically enroll new customers in a membership plan:




Step 2: Click on Create or Edit plan.



Step 3: Add the required details and enable Automatically assign this plan to new customers on signup. You can also enable Automatically cancel this membership when the customer buys a paid membership.
InfoNote:
1. Ensure that the membership mode is set to Manual Renewal Mode; otherwise, the membership will not be assigned automatically when customers sign up.
2. If you are creating a product, the Product price must be greater than 1.




Now, whenever customers sign up to your store, the membership will be automatically assigned to the customers. The customers who got membership on signup will be visible at -- Membership V2 >> Membership


You can also create free perks for customers who sign up for your store. You can create the perks by going to Membership V2 >> Membership Plans >> Membership perks






Important Notes

  • Ensure that the Membership Mode is set to Manual Renewal Mode. Otherwise, the membership will not be assigned automatically when customers sign up.
  • The Product Price must be greater than 1 when creating a product-based membership plan.
  • Customers who are automatically enrolled will be visible under Membership V2 → Memberships.
  • You can also create free perks for customers who sign up for your store by going to Membership V2 → Membership plans → Membership perks.
  • If Automatically cancel this membership when the customer buys a paid membership is enabled, the free membership will be canceled when the customer purchases a paid membership. 

    • Related Articles

    • Free Membership Auto-Assignment

      Introduction With Free Membership Auto-Assignment, every new customer automatically becomes a member of your free plan the moment they sign up — no manual work and no missed customers. New signups receive membership benefits immediately, and when a ...

    • How To Create Free Plan In Membership V1?

      The AiTrillion Membership + Subscription app gives you the option to create a FREE PLAN. It can be created for free membership registrations. Follow the below steps for guidance – Step 1. Go to Membership > Membership plan Step 2. Choose Add Free ...

    • Create a Membership Plan or Product

      Introduction 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 ...

    • How customers can cancel their Membership in Membership Module?

      Introduction In this comprehensive article, we'll walk you through the straightforward process of cancelling membership plans. From accessing account settings to navigating cancellation procedures, we'll provide insights and practical tips to ensure ...

    • Delete membership plan

      Introduction In this article, we will walk you through the steps involved in deleting a membership plan, ensuring that you are fully informed about the process and its consequences. Whether you need to discontinue an outdated plan, consolidate your ...