Memberships is a feature that allows you to segment customers into distinct groups. This segmentation allows you to tailor loyalty programs with custom rules, promotions, and benefits for your specific customer groups.

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You may be looking to use this feature to separate your customers based on many different factors. This could be to split your customers by the number of purchases made, split B2B and B2C customers and many other reasons. Once in the Memberships tab, you can click ‘Add Memberships’ and it will take you to the setup stage.

When you are in the setup stage, you will have the option to exclude Referrals, StampCards and Shopify Checkout to align with your specific group goals. Then you can click Create and start editing your Earn Rules.

Once created, you can then set earn and redeem rules that apply specifically to that Membership. By default, rules will apply to all customers unless specified otherwise.

When the earn and redeem rules are added you can view them from the Memberships page. You would then need to click "Enable" to start applying the memberships to customer purchases and accounts.

After setting up your memberships, you may want to add Earn Rules that you were already using to specific Memberships. To do this, you will need to click into an Earn Rule and then scroll down to the "Memberships" setting.

You can then select to "Make this rule available only to specific Memberships" and then a button will appear to "Select Membership". When you click that button, you will be able to choose one of the Memberships that you created. This will then take action once the Rule settings have been saved.

Customers can only be one membership at a time. They can be assigned to their membership by Shopify Flow, this would need to be done via automated workflows for enrollment and removal. Other methods would be via API or by sending us a CSV with the customers alongside the tier they need to be assigned. If you only have a few changes to make, you can manually set the customer membership on the customer's account page within the Dashboard.