Enable Customer Portal in Membership V2 | Empower Members with AiTrillion

Enable membership portal for customers

Introduction

The Membership Portal allows customers to easily view and manage their membership details directly from their account. By enabling the membership portal, customers can access information such as active memberships, membership benefits, renewal details, and other related perks in one place. This feature helps improve customer experience, increases engagement, and provides a seamless way for customers to manage their memberships within your store. In this article, you will learn how to enable the membership portal for customers in AiTrillion.


Here are the steps below to enable the membership portal for customers:

Step 1: Go to the Shopify account >> Go to Themes >> Customize



Step 2: Go to the Customer account page >> Click on the Add Block button and click on the Membership button


You can also customize the membership button as per your needs



Now the customer will be able to access the block



Now, the membership details will be displayed to the customer as shown in the image below


Here are the steps to manually add the membership portal for Shopify's old themes:

Step 1: Copy the code below

<!-- ======== Membership btn- Use below block in account page ======= -->

<div id="aio-membership-button-wrapper" class="">
    <a class="aio-membership-button" href="{{ shop.url }}/apps/aitrillion/membership/auth_init.php">MEMBERSHIP ACCESS</a>
</div><style>
#aio-membership-button-wrapper {
    text-align: center !important;
      display: block;
}
.aio-membership-button, .aio-membership-button:hover {
    padding: 10px 20px 10px 20px !important;
    color: #FFFFFF !important;
    background: #000000 !important;
    border-radius: 4px !important;
    font-size: 15px !important;
    margin: 20px 0px 20px 0px !important;
    text-decoration: none !important;
    line-height: 1;
    font-weight: 400;
    letter-spacing: inherit;
    display: inline-block;
}
</style> 

<!-- ======= Membership btn blockcode End ====== -->



Step 2: Go to Shopify Admin > Online Store > Themes > Actions (Published theme) > Edit Code


Step 3: Add a new snippet ait-Membership-Button under Snippets and paste the copied code. Then save the file.



Step 4: Find the product customer.account.title in the file main-account.liquid under Sections and paste the below code after it.

 {% render 'ait-Membership-Button' %}



Step 5: Then, save the file.

Important Notes

  • Ensure that customer accounts are enabled in your Shopify store before adding the membership portal.
  • The Membership Portal allows customers to view their membership details directly from their account page.
  • You can add the membership portal using:
    • Shopify Theme Customizer (Online Store 2.0 themes), or
    • Manual code implementation for Shopify old themes.
  • Before making manual code changes, it is recommended to create a backup of your theme.
  • Make sure the membership portal button/block is added to the correct customer account page section.
  • After adding the membership button, you can customize its appearance, label, colors, and styling according to your store design.
  • Ensure the membership module is enabled and properly configured in AiTrillion before displaying the portal to customers.
  • Customers will only see membership details if they have purchased or are assigned an active membership plan.
  • For vintage or old Shopify themes, ensure the provided snippet code is added correctly in the required theme files.
  • Incorrect placement of the snippet code may prevent the membership portal from displaying properly.

Next ⏭️