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Where to find this: Shopify admin → Apps → Yuko Loyalty → Membership → Plans

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Introduction

A membership plan defines what members pay and what they get. When you save a plan, Yuko creates it in Shopify as a subscription selling plan with a linked membership product, so Shopify handles checkout, billing and renewals.

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What problem this solves

Without a plan structure, you’d manage perks customer by customer. Plans standardise pricing, billing and benefits, and Yuko issues the benefits automatically to every member.

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When to use

  • When you launch paid memberships.
  • When you add another plan (for example Silver and Gold).
  • When you change a plan’s price or benefits.

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Overview

The Plans tab has these sections:
  • Membership Status: turns the whole membership program on or off. Turning it off asks you to confirm; customers can’t buy or manage memberships until you turn it back on.
  • Quick Start: setup checklist.
  • Paid Memberships: your plans. Click Add Membership to create one. Drag plans to reorder them; the order decides what counts as an upgrade or a downgrade (see Membership Settings).
  • Membership Settings: Show downgrade option to customers and Membership to upsell.

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Before you start

Yuko is installed on your Shopify store. See Install Yuko on Shopify.
Your store can sell subscriptions in Shopify.

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Setup guide

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1. Create a plan

1

Open the plan editor

Go to Membership → Plans and click Add Membership.
2

Fill in Membership Details

  • Membership name (required), for example Premium Membership.
  • Merchant Code: an optional internal code saved on the plan’s Shopify selling plan group.
  • Description: shown to customers in membership widgets.
3

Set the price and billing interval

  • Membership price: enter the Amount per month or Amount per year charged each billing period.
  • Billing interval: Monthly or Yearly. You can’t change the interval after the plan is created.
The Summary card shows the amount per month or year and the number of benefits.
4

Add benefits

Click Add Benefits and pick a benefit type. Each plan needs at least one benefit. See Benefit types.
5

Save

Click Save. Yuko creates the Shopify selling plan and the linked membership product.
After saving, the plan editor also shows:
  • Membership Identifier: the plan’s read-only customer tag, in the form YUKO:Membership:<identifier>, with a copy button. Yuko adds this tag to members’ Shopify customer records, plus the general YUKO:Membership tag. Use it to reference the plan in segments and integrations.
  • Membership Status: switch the plan Active or Inactive. You can’t make a plan inactive while it has active members.
  • Linked product: the Shopify product customers buy to join. Yuko tags it YUKO:Membership:Product.

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2. Add members manually (optional)

You can enrol customers without them buying the product. Manually added memberships are free: Yuko creates a zero-price subscription contract that tracks the billing cycle but never charges the customer.
1

Open the plan

Click a plan in Paid Memberships. The plan must be Active.
2

Add one customer

In the Add Member card, click Add, search for a customer and click Add member.
3

Or add by tag

Click Add by tag, enter a Customer tag (or click Browse to pick one) and click Create memberships. Yuko queues every customer with that tag. Check the Members tab for the results.
A customer who already has an active or paused membership on the plan isn’t added again.

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3. Set Membership Settings

1

Show downgrade option to customers

Turn this on to let members move to a lower plan from their customer account. When it’s off, members can only upgrade or cancel.
2

Membership to upsell

Pick the plan to promote in the cart upsell, checkout upsell, rewards landing page and Floating Rewards launcher widgets.

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Benefit types

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How it works

  1. Saving a plan creates a Shopify selling plan group, a customer segment and a linked membership product.
  2. A customer buys the product with the subscription option (or you add them manually). Shopify creates a subscription contract, which appears on the Members tab.
  3. Yuko tags the customer and schedules the plan’s benefits. Scheduled benefits are issued in the background; custom benefits are informational only.
  4. Shopify bills renewals at the plan’s interval.

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Limitations

  • The billing interval is Monthly or Yearly.
  • You can’t delete a plan, or make it inactive, while it has active members.
  • Members can only be added to an Active plan.

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Examples

  • Gold: $9.99/month with Free shipping (automatic) and % off discount of 10% (automatic).
  • Annual Club: $79/year with Bonus points (500) and a recurring monthly Store credit.

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Best practices

Lead with the most valuable benefit. Customers scan, and the first benefit gets the click.
Order plans from lowest to highest. The order on the Plans tab decides which moves count as upgrades and downgrades in the profile widget.
Test the purchase as a real customer before launching.

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FAQs

Yes. Create a plan for each level and drag them into order.
No. Members added with Add Member or Add by tag get a zero-price contract and are never charged.
Billing and retries are handled by Shopify. The Members tab reflects the subscription contract’s status, so a contract Shopify marks as failed shows as Failed.

Membership Plans

Create paid plans with benefits, pricing and members.

Members

Manage each customer’s membership, status and billing date.

Membership Widgets

Cart, checkout, profile and product-page widgets.

Membership Validation

Stop existing members from buying a second membership.

Membership Emails

Created, upgraded, downgraded and cancelled emails.

Book a Free Setup Call

Talk to our team for personalised setup help.Time: 30 minutes

Contact Support

Visit our support hub for help articles, live chat and ticket submission.

Browse the Guides

Documentation across loyalty, referrals, memberships and more.

Install Yuko

Add Yuko to your Shopify store from the Shopify App Store.