The eCommerce sector always brings ideas that enhances the productivity of the store as well as the shopping experience of the customer. The concept of membership is very old & has always proved beneficial even for offline businesses. The idea was always to provide some extra benefits to the premium segment of customers. keeping the same idea alive in eCommerce too, we bring you the Prestashop Membership module.
After the installation of the module, you can easily create multiple membership plans for your customer. On buying the plans, your customers will be eligible to enjoy the benefits of the plan. This will only encourage your customers to buy the membership for privileged benefits. Now, let’s proceed further to know more about features & workflow of the module.
Features of the Prestashop Membership module
- Add multiple membership plans from the backend.
- Set number of days after which a customer will receive warning mail.
- Set the number of plans to display on a plan page.
- Choose to display the membership tab on the top horizontal menu.
- Enable or disable the auto-approval of customer membership plan requests.
- Allow/restrict activation of multiple plans at the same time.
- Choose whether to allow customers to extend their activated plans or not.
- Allow or restrict non-registered customers to view plans.
- Set the number of days after which the upgrade warning message will start displaying.
- Set the price for the plan.
- Add special features to each plan.
- Add tax rate on the membership plan.
- Choose to offer customers special products, shipping methods or discounts.
- Customer will get special benefit after buying the plan.
How to install the Prestashop Membership module
- Firstly, go to the module manager in back office and click on ‘upload a module’.
- After that, drag and drop the module file or select the file from the system.
- In this way, the module installation will be successful.
How to configure the Prestashop Membership module
After the successful installation of the module, you can now proceed to configure the module.
The significance & work of each option is available in the screenshot below.
Let’s say that you enable the automatic approval of customer plan request. As we all know, automatic approval of plan requests considerably makes the process easier. But, even then there might be a case when this automatic approval can create issues. Let’s see such a case here.
Suppose you have enabled the automatic approval of customer plan requests on your shop. Now, a customer purchases the plan & suddenly encounters a problem at the time of making a payment. Even after encountering an issue at the payment terminal, the order is successfully placed. In such a case, the plan will activate for the customer even when the admin didn’t receive the payment.
So to solve such an issue, we gave a new option to choose an order status on which the plan will activate. This will allow the admin to manage things smoothly.
After enabling the automatic approval of plan requests, you can also select the order status on which the plan will activate.
Admin has to enter the link shown in the above screenshot in cron tasks manager. It will help them to send the warning and membership plan expiry mails to the customers.
An important note:
Add your site link in place of this string “www.sitename.com”.
After this, you have to do an entry on your server cron tab.
You have to use this syntax-
* */1 * * * http://www.sitename.com/modules/psmembership/updatedatabase.php
You have to replace the string “www.sitename.com” with your site link.
Note: The module is now multi-shop compatible.
The workflow of the Prestashop Membership module
On the successful installation of the module, three new tabs will also appear on your dashboard.
- Membership Plans
- Plan Requests
- Customer Plan Details
Add Membership Plans
To add a membership plan, firstly go to the membership plans page. Here, you can choose to add multiple membership plans for customers. And, the customers can purchase these plans to enjoy certain benefits.
Now, let’s see how we can add a membership plan. Firstly, you need to click on ‘add new plan’ button to create a new plan.
Note:- Admin must specify the benefits of the plan, which will display on the front end. Separate each benefit by a comma, so that they appear in separate lines.
View the list of all the created plans under the membership plans section. You can also choose to change the status, edit or delete the plan.
On clicking the view button, you will land on to the following page. Here, you can view all the details of the plan.
After the creation of the plan, new customer groups associated with those plans will automatically add in customer group list.
To view the customer groups added after creating membership plans, Go to customer then groups.
Note:- The name of the customer group will be the same as the name of the membership plan.
Now, admin can easily assign specific benefits to each plan accordingly.
Provide the following types of benefits with the Prestashop membership module
Admin can assign multiple products as a specific benefit for the plan. In order to assign the products, firstly go to catalog then categories.
Here admin can add a new category to associate the category with the particular customer group. Apart from that, you can also assign a particular customer group to an existing category too.
Now go to catalog then products. After that, select the product to associate it with the product in the category.
In this way, you can easily assign special products with the membership plans.
The module also provides you to assign a shipping method as a special benefit to the particular customer group.
In such a case, you can either create a new shipping method or else assign an existing shipping method to a customer group.
In this way admin can assign shipping as special feature for the plan.
Another major benefit of this module is to provide a special discount to the customers who purchased the membership plan.
You can choose to provide discount on the cart as well as on catalog.
To provide a discount on the cart, firstly go to discount then cart rules. Here, while adding a new cart rule, the admin can restrict the rule to a particular customer group.
For catalog rule
You can also choose to offer a discount on the catalog to the customers of a membership plan. In order to assign the catalog rule to such customers, firstly go to the price rule then catalog price rule.
Now, while creating a new catalog price rule, choose to associate the rule to a particular customer group.
So, this was all about the process to assign any specific discount to the plan.
Discount on the membership plans
As we know that on creating a plan, a virtual product for the plan is also created. So. now you can apply discount to the plans by applying discount on these virtual products.
In order to apply the discount, go to “Pricing” section first. After coming to this “Pricing” section, click on “Add specific price” to add discount.
After creating a specific pricing condition, a listing will display about discounts.
A customer can also view the discounted price of the plan on the front-end now.
The discounted price is also on the “Read More” dialog box.
Membership plans view on the front-end
After the successful configuration of the module, a membership menu will show on the top menu. You can also choose to show or hide this menu at your convenience. Customers will be able to view all the plans here and purchase them as well.
Similarly, a new tab becomes available on the customer dashboard too. A customer can purchase the desired plan from here as well.
After clicking on the “My Membership” tab, you will land on the following page. This page contains a list of all the purchased membership plan. Apart from this, a customer can also click on the “All Membership Plan” to view all the plans available for purchase.
On clicking the “All Membership Plan” button, a customer will come back to this page again. The page contains a list of all the plans available for purchase.
When a customer clicks on the “Read More” button, a popup with details of the plan appears on the screen.
Note:- Customer can buy only one membership plan at a time. An error message will appear when a customer tries to add more than one membership plan to a single cart.
Membership management at the backend
An admin can go to membership then plan requests to see all the customer plan requests.
After activating the customer plan, an admin can see the customer plans under customer plan details. To view the plan detail, firstly select the customer using the drop-down list. An admin can also choose to delete the customer plans.
After the admin’s approval, the status of the plan will change to active. Now customers can enjoy the benefits of the plan. Additionally, customers get to extend their existing plans as well.
If a customer purchases the same plan twice then the duration of the plan adds to the current plan. And, the older plan expires.
Membership plan functionalities at front-end
Similarly, if a customer extends the plan before the expiry, then the remaining days of the current plan add to the next plan.
When a customer raises a request for plan extension, a new row adds under “Membership Plan Details”. The new row displays the plan extension status.
A request for plan extension goes to admin. Now, when the admin extends the plan, a message displays to the customer on the “Membership Plan Details” page as well.
As per the configuration, a warning message also displays when the expiry of the plan is near.
Now, different special features according to the plan will display at the customer’s end who purchased the plan.
Customers can view the available offer on the cart summary page .
On the shipping page, special shipping methods will be available for the customers as per their active plans.
So, this was all about Prestashop membership module. I hope this document will help you in checking the functionality of the module in a better way. Also, do let us know about your views in the comments.
In case, if you also want to integrate this functionality for your marketplace customers, then do check out the blog.
For any kind of technical assistance or query, please raise a ticket at http://webkul.uvdesk.com or send us a mail at firstname.lastname@example.org
Current Product Version - 6.1.0
Supported Framework Version - 1.7.x.x