If you want to offer a membership program where customers receive special discounts (like percentage-based discounts or free shipping) by becoming a member, Subify New Membership Plan and Automatic Discounts & Upsells (ADU) work together to set it up for you.
Examples:
Membership offering 15% off all orders for active subscribers.
Free shipping for members on orders over $50.
Discounted rates on specific collections or products for members.
While Subify handles the recurring payments and automatic customer tagging, the discount perks are managed by ADU.
Step 1: Create Your Membership Plan on Subify
In your Subify 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 4: Add Tags to Your Membership Tiers
To enable the automatic discount feature using AUD, 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 ADU to recognize who gets the discount after they become a member
Step 5: Set Up Discounts and Segments in Shopify
Before moving to ADU, you need to create your discounts and segments in Shopify panel:
Go to your Shopify Admin and navigate to the Discounts section.
Name the discount code (e.g., checkout10), which will be used to track this discount.
Select the products or collections you want to offer the discount on, or choose to apply the discount to every product.
In the Purchase type section, select Subscriptions to ensure that this discount is linked to your subscription products.
Before applying the discount to a specific group of customers, you need to create a segment based on your membership tag.
Go to Shopify Admin > Customers > Segments.
Create a new Customer Segment based on the tag you added to your membership plan, for example 'Has Active Subscription' tag.
customer_tags CONTAINS 'Has Active Subscription' = TRUE
Once the segment is created, return to your Discount settings. In the Customer Eligibility section, choose the customer segment you just created to ensure that only active subscribers receive the discount.
To make sure the discount applies to all future payments in the subscription:
In the Recurring payments for subscriptions section, select Discount applies to all recurring payments. This ensures that subscribers continue to receive the discount on every recurring charge, not just the first payment.
Step 6: Setup Discounts in ADU
Now that your Shopify Discount is created, you can head to ADU and make the discount automatic.
Open the ADU app in your Shopify store.
Navigate to Promotions and select the Shopify discount code option.
Add the discount code you created in Shopify (e.g., checkout10).
Set the promotion to Active to enable automatic application of the discount for eligible customers.
At this point, your automatic discount is fully set up. When a customer with an active subscription checks out, the ADU app will apply the discount automatically based on the code and eligibility criteria you set up in Shopify.
Step 7: Finalize and Launch
After setting up the membership product, enabling tagging, and configuring discounts in ADU, it’s time to launch your membership.
Ensure that discounts are applied only to members who have your membership tag.
Go through the checkout process as a customer to verify that the discounts are applied correctly for eligible members.
Once everything is verified, your membership program is ready to go live!
Example of a 10% Order Discount:
In the following example, a customer has bought the Loyalty Membership for 19$ and afterwards, they get an automatic 10% discount on all the products available.
To avoid customers exploiting membership discounts and then canceling right away, you can use Subify's cancellation policy to limit cancellations until after a certain number of payments, or disable cancellations altogether.
And here is the customer's subscription contract after receiving a 20% discount on Subscription option compared to One-time purchase and a 10% discounts because of a loyalty membership:
Customization
After the membership plan is live, you can customize your membership widget or even add the membership landing widget to your store to match your store’s branding and enhance the customer experience.
Troubleshooting
If the widget doesn’t display correctly or if you run into any issues, Subify has built-in resources to help:
Visit the Widget Troubleshooting Guide in the Subify 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.