--- title: "Set Up Your Yotpo Loyalty & Referrals Membership Program with a Paid Membership Earning Rule" slug: "yotpo-loyalty-referrals-membership-program" tags: ["Loyalty and Referrals"] updated: 2024-04-02T22:23:37Z published: 2024-04-02T22:23:37Z canonical: "support.yotpo.com/yotpo-loyalty-referrals-membership-program" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting up a Loyalty & Referrals Membership Program Products Loyalty & Referrals ###### Supported plans Premium, Enterprise ###### eCommerce Platform N/A The Yotpo Membership program is a way for customers to purchase access to **exclusive benefits**. It is a great way to bump revenue and increase customer lifetime value. This campaign can be implemented as a standalone program or in conjunction with a full loyalty program. Available for Merchants on Yotpo Loyalty & Referrals [Platinum and Enterprise](https://loyalty-app.yotpo.com/admin/#/plans) plans ## How to create a Yotpo Membership Program There are **3 main steps** to creating your Yotpo Membership Program: ### 1. Create a new membership product in your store This product will be your **designated membership product**. The price you set on this product will be the price of joining your membership program. **To create the membership product:** 1. Go to your store platform and follow the instructions to create a new product 2. Create a product page. This is to be the landing page for your new membership program 3. Write down the [Product ID](/v1/docs/finding-product-ids-in-your-ecommerce-platform), as you will need it in the following steps Please note: Much like any other product, customers will receive points for purchasing it. Shopify users have the option to exclude this product from receiving points. Find this setting in your Loyalty & Referrals Admin Settings. **How to exclude a product ID from earning rewards (Shopify only)** Available on Yotpo Loyalty & Referrals Gold, Platinum, and Enterprise plans. 1. Go to [**General Settings**](https://loyalty-app.yotpo.com/general-settings)**.** 2. Scroll down to **Exclude Product IDs From Earning Rewards.** 3. Enter the product ID of your **designated membership product.** - **Please note "Include Shipping and Taxes in Order Total"** - When set to **Yes,** then the customer will **still receive points for the tax** on excluded products. - If it is set to **No,** customers will receive **no points** for excluded products. 4. **Click Save** to apply your changes ### 2. Create a Paid Membership earning rule A recommended way to spread awareness of your Paid Membership program is through **targeted email campaigns** or by sharing your product page. To create a new Paid Membership earning rule: **Shopify and Shopify Plus** 1. In Yotpo Loyalty & Referrals main menu, go to **Set Up Program >** [**Rewards Program**](https://loyalty-app.yotpo.com/rewards-program). 2. Click on **Create earning rule**. 3. Under **Advanced** select **Paid Membership**, then click **Next**. **All other eCommerce platforms** 1. In Yotpo Loyalty & Referrals main menu, go to **Set Up Program >** [**Earning Rules**](https://loyalty-app.yotpo.com/campaigns). 2. Click on **Create earning rule**. 3. Click **Select** on **Paid Membership**. #### Paid Membership earning rule settings - **Campaign name** This is the name you will select in the next step when creating the VIP tier. It will appear on your Loyalty & Referrals admin [ֿCustomers page](/v1/docs/loyalty-and-referrals-customers-section). Please note: By default, the campaign will not appear on-site. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/e0c670e3-ebed-462e-a35f-8e433b9c19a7.png?sv=2026-02-06&spr=https&st=2026-11-04T19%3A19%3A01Z&se=2026-11-04T20%3A19%3A01Z&sr=c&sp=r&sig=nMp%2Fz7QiIAaW4ewclZHYjFxRvSFoj60SWIunQJZhQRE%3D) - **Product ID** Enter the product ID for the product you created in your store for the membership. See [where to find the Product ID](/v1/docs/finding-product-ids-in-your-ecommerce-platform) on your platform 1. Click **Create** to finish. Customers who are not already opted into your Loyalty program **will be automatically opted in** upon completing the Paid Membership campaign. ### 3. Add a new VIP tier **The Yotpo Membership is a yearly membership**. If the customer wants to continue an additional year, they need to repurchase the membership product any time before their current year runs out. **Follow these steps to set up a new** [**VIP tier**](/v1/docs/loyalty-referrals-vip-tiers#tiers-overview)**:** 1. Open **Programs** dropdown tab. 2. Click **VIP Tiers.** 3. Scroll down and click **+ Add New Tier.** 4. Enter a **Name** and **Description** for the tier. 5. Under **+Add Threshold** Select **Campaign Completed.** 6. Select the **Paid Membership** campaign you created. Please note: The checkbox "Apply entry threshold to tier retention and re-entry" **can not be unselected** in this campaign - **Entry Reward** Set the number of points/type of coupon you want to reward for entering this tier. - **Points Multiplier** Set the points multiplier you want tier members to receive. Read more about choosing a [points multiplier](/v1/docs/loyalty-referrals-vip-tiers#tier-actions-and-threshold-types) 7. Click on **Apply to Tiers** to create a new tier. The Paid Membership tier will **always be the highest-ranking tier** in your program and therefore **appear at the bottom of your tier list**. **See other benefits to offer in this tier Some of the following benefits may require custom implementation.** - Permanent discount - Surprise discounts - Free shipping - Birthday gift - Seasonal gifts - Free swag - Access to exclusive products - Access to events and secret sales - Special content **Recommended global tier gettings** - **Tier Term** It is recommended to set the tier term to *"Rolling Year"* so that customers that paid for the yearly program will get exactly 12 months of tier status. Repurchasing the Membership product will renew their tier status for an additional year. - **Tier entry eligibility period** It is recommended to set it to "rolling year." - **Tier Downgrade** It is recommended to set it to "Downgrade to eligible tier" to prevent cases in which customers drop to a VIP tier they don't qualify for. - **Delay tier eligibility** Note that this setting does not apply to Paid Membership. Regardless of this setting, the customer will gain the tier immediately after they pay, without delay. **Recurring billing note** If you have recurring billing set up such as [Recharge](https://rechargepayments.com/), make sure that you **notify the customer before they get charged for a renewal**. This will not be done automatically.