Create a plan or membership product (Membership V2)
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
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
B) Fill required details
Click here to check What is product id and product handle
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
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
You will be able to check the membership plan as shown below
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