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
To create a new product, check the below steps:
A) Click on Create new product
B) Fill required details
Click here to check What is product id and product handle
Step 1: Enable offer membership trial
Note: The trial period must be less than the Membership renewal frequency
Trial period - The period when members will be in trial period
Discount offer during trial period - The discount provided on membership product during trial period
DIscount after trial period - The discount provided to the customers after trial period on membership products