Alliance Pro is a brand new app developed and built by Orbit, and we're thrilled to finally share it with you. Anything missing? Anything you're looking to accomplish we're not doing yet? Help us shape this new app and request new features here.
Member groups let you group your members together (into groups like "Professionals", "Instructors", "Ambassadors", etc) so that you can target entire groups with discounts and emails rather than individual members. On the Member groups page, you can view and edit your current member groups and create new ones.
To edit an existing member group's name and description, click on the group in the list. Click Add member group to create a new group, and enter a name and brief description for your member group.
Setting discount limits
With discount limits, you can set a maximum discount level for a member group which resets when the membership is renewed. If a customer reaches their discount limit, they'll no longer qualify for discounted orders until their membership is renewed for the following year.
To set up discounted spend limits:
- From your Alliance Pro dashboard, go to Member groups.
- Select an existing group or create a new one.
- Under Discount limits, enter the maximum discount amount in your shop's currency. This is the maximum amount a member can spend at a discounted rate.
- Click Save.
If a member exceeds their discount limit, their account will be temporarily suspended. You can reinstate the member's account from the Members page, or wait until the membership is automatically renewed. Click here to learn more about managing members.
Auto-approve member by email domain
The auto-approve by email domain feature in Alliance Pro allows store administrators to streamline the approval process for new members applying with email addresses from specific domains. When an application is submitted with a matching email domain, the applicant is automatically approved and added to the designated member group. This functionality is particularly useful for brands that want to automate membership approvals for their employees or trusted partners, saving time and reducing administrative work.
How it works
- Adding an auto-approved domain: Inside Member group, you can specify one or more email domains to be automatically approved. For example, adding "oneupcomponents.com" ensures that any application from an email address ending in "@oneupcomponents.com" is auto-approved and assigned to this member group.
- Automatic member group assignment: Once an email domain is added, applicants with that domain are not only auto-approved but also placed into this specific member group, such as 'Employees' or 'Partners,' for easy management.
-
Managing auto-approved domains:
- Adding a domain: To add a domain, simply click "Add domain," enter the domain name, and confirm. The domain will be listed in the auto-approve settings.
- Deleting a domain: If a domain needs to be removed, click the delete icon next to the domain name and confirm. Future applications from this domain will then require manual approval.
- Customizing the auto-approved membership email message: Under Preferences, you can customize the membership approval message sent to these members. The default message states: "Thank you for applying. We've automatically approved your membership based on your email address, which typically means you're with one of our industry partners".
Use cases
- Employees: Automatically approve and group employees from your company or industry partner companies.
- Trusted partners: Simplify access for strategic partners, vendors, or long-term collaborators.