Memberships & Loyalty

Learn how to craft a membership program

Membership or loyalty?

At a technical level the difference is purely semantic however a common way to separate between the two is a membership is often paid, loyalty is usually free to enroll in and you progress via interaction commonly either visits or spend.

Membership

The Membership represents the overall program, this is where the name, marketing and branding material overall are stored. A membership at its highest level is a product with the type set.

Tiers

Within a membership program you'll configure the tiers you want to offer to your customers. There are some common setups such as:

  • Free tier with higher paid for tiers

  • Tiers based on usage such as spend

  • Private tiers that can be assigned manually or automatically when specific logic is applied via a workflow.

The tier is where pricing is set, there is further marketing and branding material as well as tier specific terms if applicable.

Benefits

The organisation sets up a global list of benefits that can then be assigned to tiers, there are many types of benefits starting from simply some text increasing in complexity to automated, replinishable, single-use benefits.

Member

A Member represents a contact that has an account with you, a contact does not need to be a member to be part of a membership or loyalty program.

Subscription object

A Subscription represents a relationship between the contact and the membership tier.

This is where the state of a membership is held, pay careful attention to properties like status

Learn more about activating a membership for a contact.

Frequently asked questions

  1. Can a contact have multiple subscriptions? Yes

  2. Do you support trials? Yes

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