How to create Membership Program (Pay 10K get 12K)

How to create Membership Program (Pay 10K get 12K)

Create Plan That Rewards and retains your customers

 Note:Due to recent updates, some screens may look slightly different, but the steps remain the same. Contact us if you need assistance!
Steps:

  1. Navigate to the main menu.

  2. Select Manage and then in Retention Tools section, click on Membership.

  3. Click on the Plus button in the bottom right corner to create a new plan.

  4. Fill in the membership details:

    • Name the plan (e.g., pay 10k get 12k).

    • Set the validity period (e.g., 1 month, 3 months, 6 months, or 1 year).

    • Enter the price (10,000 rupees).

    • Choose a color to represent the membership plan.

    • Select any complimentary package if applicable.

    • Enter the promotional balance (12,000 rupees).

    • Optionally, set credit frequency and amount for recurring benefits.

  5. Configure additional discounts or cashback if needed.

  6. Click on Save to finalize the membership plan.

Notes:

  • Ensure all details are accurately entered to avoid confusion for customers.

  • Double-check the pricing and promotional balance to prevent errors in the plan setup.

  • Be mindful of any additional discounts or cashback settings to align with the overall plan structure.

  • Use clear and concise names for the membership plan to easily identify and manage them.

  • Regularly review and update membership plans to adapt to changing customer needs and market trends.


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