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Configuring Your Membership Program

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Overview

After installing the Angle Store Credit Memberships app, you can configure a membership program to reward repeat customers with store credit. This guide walks you through all the configuration options available when creating a new membership program.

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Accessing the Membership Program Setup

Create Program Pn
  1. From your Shopify admin, go to Apps > Angle Store Credit Memberships.
  2. Click on Membership in the sidebar.
  3. Select Create membership program.

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Configuration Options

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1. Membership Name (Required)

Screenshot2025 11 15at17 04 50 Pn
  • Enter a descriptive name for your membership program.
  • This name helps you identify and manage the program internally.

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2. Membership Eligibility

Screenshot2025 11 15at17 02 47 Pn Choose who is eligible to join the membership program:
  • All customers: Every customer is eligible. Note: you will be able to set global exclusions of certain customer groups via tags below.

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3. Enrollment Qualifier

Screenshot2025 11 15at17 02 58 Pn Determine how customers qualify for enrollment into the membership tiers:
  • Spend-based:
    Customers are automatically enrolled based on their cumulative spending.
    Example: A customer spends $500 and is enrolled into the program and placed in a tier.
  • Tag-based:
    Customers are enrolled based on customer tags in their profile.
    Example: A customer with the tag “VIP” is enrolled in the program.

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4. (Conditional) Tier Eligibility Period

If you choose “Spend-based” enrollment, you will see a series of tier eligibility options. Control how long customers retain their tier status after qualification:
  • Calendar Year:
    Tier lasts until the end of the next calendar year.
    E.g., qualified in Nov 2025 → tier retained until Dec 31, 2026.
  • Rolling Year:
    Tier lasts for 12 months from the date of qualification.
    E.g., qualified on June 1, 2025 → tier retained until June 1, 2026.
  • Lifetime:
    Once qualified, customers retain their tier status permanently unless they opt out.

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5. Exclude Customers

Screenshot2025 11 15at17 03 05 Pn Optionally exclude certain customers from the membership program based on tags.
  • You can exclude customers who match:
    • Any of these tags, or
    • All of these tags
Example: Entering the tag employee excludes all employees from being .

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6. Notifications

Screenshot2025 11 15at17 03 23 Pn Configure automated notifications for membership events:
  • Send store credit emails:
    Customers will receive an email from Shopify when store credit is added to their account.
  • Click Preview email to view the default email template.
    (Email customization options may be available in a future update.)
Your Pack Perks™ Are Ready To Use Ruffwear
Here is an example of how Ruffwear has their Store Credit email notifications styled.

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Finalizing Your Setup

After configuring all options:
  1. Review your settings carefully.
  2. Click Save (or equivalent) to create your membership program.
Your program is now live and will automatically apply the enrollment rules and issue store credit to qualified members.

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Next Steps

  • Define your credit issuance rules and amounts per tier.
  • Monitor member activity and adjust tiers or rules as needed.
  • Use Shopify tags to manage custom segments if using tag-based enrollment.
If you require assistance creating tiered rules or managing store credit, please refer to the [Store Credit Configuration Guide] or contact support through the Contact Us link in the app.