Alliance Pro is the first app of its kind app on Shopify: an all-in-one solution designed specifically for running pro programs. This is a new category of app combining aspects of discount apps, affiliate apps, and CRM software. In this article, learn about the key features of Alliance Pro and how it can help you set up and manage your pro program.
Application form
Applying for a pro program is a key part of Alliance Pro. Customers can sign up for your pro program using an application form and upload any relevant qualifications. This will prove that they qualify for your program and meet your terms. Customers who fail to upload necessary documents will not qualify. This ensures that your pro customers are who they claim to be.
When a customer applies, you’ll receive an email and a notification on the dashboard. This will allow you to review the application and decide whether to approve or decline it.
If you choose to reject an application, you can write a reason for the rejection and send it to the applicant. If an application is approved, you can send a custom message to welcome your new member.
Click here to learn more about managing applications.
Members and member groups
Once approved, members can be sorted into member groups. Member groups are collections of members who have their own discount levels, discount limits, descriptions, and IDs. On the Member Groups page, you can view and edit your current member groups and create new ones.
When logged in, members will see the following message on product pages:
"You are logged in as a [member group name] member. Any applicable discounts will show in the cart."
Additionally, a discount message can be shown to members members at the checkout (more on discounts below).
If you already have a list of pro customers, you can quickly import it into Alliance Pro via CSV. This makes it quick to move an existing pro program into the app.
Click here to learn about managing members and member groups.
Membership renewals
One of the strengths of Alliance Pro is the option to set a renewal date for members to reapply. By default, memberships renew annually, but you can set renewals to take place on a schedule of your choosing. If you set discount limits for your member groups, these also reset when a membership is renewed.
Pro program renewals ensure that your member list is always accurate and up to date. This way, you're not giving discounts out to customers who no longer qualify for your program.
Specialty discounts
Discounts are the main perk offered to members for being part of a pro program. Different discount levels and discounted spend limits can be set for each member group. For example, your Lifeguards member group could receive a 20% discount on your swimwear collection.
When creating a discount, you can assign it to a member and write a discount message that will be shown in members’ carts when logged in.
Click here to learn more about creating discounts.
Preferences
Alliance Pro offers various preferences to let you fine-tune your pro program. These include setting pro program policies and terms, specifying a staff email address for notifications, and settings for customer notifications.
The needs of different businesses vary widely, so we let you set your own custom pro program policies and terms. Here are some common examples from the outdoors industry that might help you with your own policies:
- Your pro account is to purchase gear for your own personal use only.
- Your pro discount is limited to a total value of $1200 MSRP per year.
- Be discreet about your pro discount.
- Products purchased using your pro Program benefits are not eligible for returns, exchanges, or credit at this time.
- Unless otherwise stated, pro orders are not eligible for free shipping.
Click here to learn about managing preferences.
Klaviyo integration
Klaviyo, a marketing automation platform, can be integrated with Alliance Pro to handle customer notifications. After selecting Klaviyo in Alliance Pro's preferences and authorizing it, Alliance Pro will send events to Klaviyo instead of email notifications directly to your customers. The customer properties on their profile will also be updated. You can then build any lists or workflows based on this data in Klaviyo. However, it’s important to note that if you turn this integration on, customers won’t receive any emails other than what you set up in Klaviyo.
When an application is approved, the details are sent to Klaviyo via API. This allows for the creation of targeted marketing efforts, such as emails about expiring memberships or promotional emails.
Click here for information on connecting your Klaviyo account with Alliance Pro.
Inquiries about Alliance Pro? Email us: alliancepro@orbitapps.com