Create a Membership Plan or Product in Membership V2 | Launch Subscription Offers with AiTrillion

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 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




Additional required step: Choose the Membership renewal mode. To know more about renewal mode - Click here.





Step 3: Fill in the required details and click on Save Plan.
1.) Create membership plan
Membership Plan Name (Required): The internal name for the membership plan (e.g., “Monthly Pro Plan” or “Annual Gold Membership”). This name is used throughout your AiTrillion dashboard for identification.

Customer Tag (Required): This tag is automatically applied to customers who purchase the plan. It can be used for segmentation, automation, and targeted communication (e.g., sending exclusive offers to “GoldMembers”).

2.) Membership Product: Membership Product ID (Required). Enter the unique Shopify Product ID associated with the membership product. This product should already be created in your Shopify store. To find out how to check membership product ID - click here.

Click “Create new product” if you haven’t created the membership product yet. This will redirect you to Shopify to create one.

3.) Membership Plan Renewal Cycle (Required): This defines how often the membership will renew. For example, entering “1” with a duration type of “Month” sets the plan to renew every 1 month.

Duration Type (Required): Select the time unit for the renewal frequency. Options include:
Days
Weeks
Months
Years

Minimum Membership Renewal (Required)
This defines the minimum number of times a member must renew their plan. For example, a value of “3” means the customer is committed to at least 3 billing cycles.

Maximum Membership Renewal (Required)
This determines how many times the plan can be renewed. A value of “999” typically indicates unlimited renewals unless otherwise defined.

Offer Membership Trial? (Optional)
Check this box to offer a free trial period before the first payment. Helpful for letting users test the plan before committing.



If the product is not available or created

To create a new product, check the steps below:

A) Click on Create new product


B) Fill in the required details
Click here to check what is product ID and a product handle

Idea
Note: To learn how to get an image URL for a product image, click here.


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

Step 1: Enable the offer membership trial button.




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

Notes

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

  1. Trial period - The period when members will be in a trial period
  2. Discount offer during trial period - The discount provided on the membership product during the trial period
  3. Discount after trial period - The discount provided to the customers after the trial period on membership products


Now, you will be able to check the membership plan as shown below




Important Notes:

  • Ensure you select the correct membership plan type (one-time or renewal) based on your business model before saving the plan.
  • The Membership Plan Name is visible to customers, so use a clear and customer-friendly name.
  • The Customer Tag is applied automatically after purchase and is used to identify members—do not modify or remove it manually.
  • The Membership Product Number (Product ID) must be unique for each plan to avoid conflicts.
  • Set the membership duration and renewal cycle carefully, as these directly impact billing and access validity.
  • If you enable trial offers, ensure the trial duration and discount settings are configured correctly to avoid unintended pricing issues.
  • The trial period must be less than the membership renewal frequency to function properly.
  • Always verify that the membership product is successfully created in Shopify; if not, use the Create New Product option.
  • Any discounts applied during trials will only be valid for the configured trial period.
  • After setup, test the full purchase flow to ensure the membership plan works as expected on your store. 

Next ⏭️

    • Related Articles

    • How To Create Free Plan In Membership?

      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 One Time Payment Plan With Membership Module

      Follow the below steps for guidance – Step 1: Go to Membership >> Dashboard >> Choose Add Paid Plan Step 2: Add plan details Plan Status: (Active or Deactivate) Payment type: (Stripe or PayPal) for paid plans only Plan Type: One Time Plan Name: ...

    • Setup membership plan to the front store

      Introduction Managing memberships effectively is crucial for creating a seamless experience for your customers and boosting engagement. This article will walk you through the step-by-step process of setting up Membership V2, ensuring you get the most ...

    • How Does Product & Collection Discount Work Based On Members Plan?

      An automatic product discount coupon can be created based on some specific collections or products for the current plan subscribers. Check the quick video to setup the discounts: Follow the below steps for guidance Step 1: Go to Membership >> ...

    • How Does Product Discount Order Tracking Works In Membership Module?

      Membership allows tracking of product discount orders. Once a member purchases the product which you have set up based on the member product discount tab, then that order can be tracked. Follow the below steps to track Product discount orders -: Step ...