How to create and manage a membership subscription

This article will explain how to add a Loyalty Subscription Membership

1. In the back office, click CRM on the left hand navigation bar

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2. The Customer Relationship Management section will now open. Now click Membership Level.

CRM - Membership Level

 

When on the Subscription Management click on an Action to do the following:

Click the green pencil to Edit Subscription

Click the blue cog to Edit Discount

Click the red bin to delete the subscription

CRM - Subscription Management - Action

 

Points Subscription

If you want to add a loyalty points subscription then click "Add Points Subscription"

CRM - Subscription Management - Add Points Subscription

You will now be prompted to fill out the following sections.

CRM - Create new Membership Subscription 1CRM - Create new membership subscription 2

Reward Stamp Subscription

If you want to add a loyalty points subscription then click "Add Reward Stamps Subscription"

CRM - Subscription Management - Add Rewards Stamp Subscription

You will now be prompted to fill out the following sections.

CRM - Membership Level - Reward Stamp 1CRM - Membership Level - Reward Stamp 2