If you want to offer exclusive access to certain products, collections, or even your entire store for paying members, Subi and the Sami B2B Lock work together to make it happen.
Examples:
VIP membership for exclusive access to limited-edition products.
Members-only access to a hidden collection of premium items.
Subscription for early access to new product launches.
Although Subi handles the membership side of things, Sami is responsible for managing the locks (i.e., controlling access to specific parts of your store).
Step 1: Create Your Membership Product on Shopify
In your Subi dashboard, navigate to the Plans section. This is where you will create and manage all your membership plans. Click on Create New Plan and select Membership to create your membership plan.
Step 2: Add Tags to Your Membership Tiers
To enable the access perk using Sami, you'll need to track and tag customers who become members:
Single-Tier Membership: The specified tag will be added to any customer who subscribes to this membership, helping you identify and manage your members.
Multi-Tier Membership: Each tier can have its own unique tag. This allows you to differentiate members based on their tier, set up specific perks for each tier, or segment members for targeted marketing. For example, you might use different tags to apply exclusive perks to certain tiers or to organize and target members in different tiers for promotions and communications.
This tag will be essential for Sami to recognize who gets the discount after they become a member
Step 3: Set Up Locks with Sami
Now that Subi is tagging your active members, Sami will handle the actual restriction of access to specific areas of your store. Here’s how to set it up:
Install Sami from the Shopify App Store if you haven't already:
Go to the Sami dashboard and create a new Lock. You can create locks on products, collections, pages, or even your entire store.
In the Lock Conditions:
Who can access the content: Selected customers & Can access
Choose the condition as "is tagged with" -> [Your selected tag in your membership plan]
Once your lock is configured, save it. Sami will now control access based on whether a customer has the [Your selected tag in your membership plan] tag from Subi. You also have the option to Redirect customers to specific pages:
Now when a customer is not Logged in or is not subscribed to your membership, they will see the following Lock on the products you specified.
Step 4: Finalize and Launch
After configuring your membership product, enabling tags, and setting up Sami locks, it’s time to go live.
Review your setup: Make sure that the tags are correctly applied to members, and test the locks in Sami to confirm that only tagged customers have access.
Place a test order: Go through the checkout process as a customer to verify that the membership tags are correctly applied and that the lock functionality is working as expected.
Once everything is verified, you can launch your access membership.
Customization
After the membership plan is live, you can fully customize the widget to match your store’s branding and enhance the customer experience.
Go to the Widgets tab in Subi.
Customize the widget layout, color schemes, and labels to align with your store’s design.
By default, Subi places a "Subscription" label on the widget. For a membership, you might want to update this:
In the widget customization options, find the label and change it from "Subscription" to "Membership" to clearly communicate to customers that they are signing up for a service membership.
This will ensure the widget reflects the nature of the membership program clearly.
Troubleshooting
If the widget doesn’t display correctly or if you run into any issues, Subi has built-in resources to help:
Visit the Widget Troubleshooting Guide in the Subi dashboard for solutions to common issues.
If you need further assistance, you can reach out to our 24/7 customer care team using the chat icon located at the bottom right of your page.