View Categories

Setting up memberships and store credit

3 min read

A membership is something a customer holds while they have a subscription, or once without one. It can give them store credit every billing period, slots in the rental queue, a different customer group, or a mix of these. You create a membership by marking an ordinary product as one: buying that product creates one membership per unit.

Make a product a membership #

Open the product, go to Subscriptions & memberships and set Sell as a subscription to Yes with the plans you want (a monthly or yearly plan is typical). Then choose a Membership type.

Membership typeWhat it grants
——
Not a membershipNothing: a normal subscription product.
Store credit each periodCredit the customer can spend at checkout.
Rental queue slotsTitles the member may have out at once.
Customer group onlyOnly a customer group while the membership lasts.
Credit and queue slotsBoth credit and queue slots.
FieldWhat it does
——
Store credit per periodThe amount granted at signup and at every renewal.
Rental queue items out at onceHow many queue titles the member may hold at the same time.
Rental queue sends per periodHow many titles can be sent in a billing period. Empty uses the store default; 0 is unlimited.
Customer group while a memberMoves the customer into this group while the membership is active. “No change” leaves the group alone. Member prices, free-shipping rules and visibility then come from ordinary catalog and cart price rules.

The membership lasts as long as its subscription runs. For a membership product bought without a subscription (offer mode “Pay once”), One-time membership length (days) in the settings sets how long it lasts; 0 means no end date.

Store-wide membership settings #

Go to Stores > Configuration > Sales Igniter > Subscriptions > Memberships and store credit.

SettingWhat it does
——
Let customers spend membership credit at checkoutShows “Use my membership store credit” at checkout.
Credit can pay for shippingWhether shipping can be paid from credit.
Credit cannot pay for subscription or membership itemsKeeps credit away from other subscriptions. A membership product is always excluded: credit never pays for the membership that grants it.
Unused credit kept at renewal (default)The most unused credit carried into the next period. 0 (default): unused credit expires when the next period’s credit is granted.
Suspend benefits while the subscription is paused or on holdCredit, queue slots and the customer group stop until the subscription is active again.
Renewal orders pay from store credit firstLets a membership’s own renewals draw on its credit.
One-time membership length (days)The length of a membership bought without a subscription.

One more setting affects members: Failed payments > Grace period (days) keeps benefits running for that many days after a failed renewal.

What members see #

In My Account, My Memberships shows the credit the customer can spend and one card for each membership: its type, since when, the linked subscription, the credit per period and balance, and the queue slots (“2 titles at a time, 1 out now”). A Credit history list shows every grant and spend.

At checkout members who have credit see Use my membership store credit, which takes the balance off the order total.

Next #