User Guide

# Membership System Management

Want to manage all online and offline member information at once? Storeberry helps you integrate the customer management system, regardless of whether online or offline members, can be easily managed on one single platform.

Storeberry's CRM system is equipped with one-stop automated functions, including membership renewal/expiration, membership point conversion*, consumption carry-forward after upgrade, deduction of consumption when returns, and membership upgrade/ downgrade functions*, etc.

To operate your online store more efficiently, you can go to the Storeberry Admin Panel 「Loyalty」 「Loyalty Setting」 and activate all the functions with just one-click!

*Exclusive features for Storeberry omni-channel plan

# Membership Tier Setting

Storeberry CRM system supports up to 10 levels of membership levels. You can go to the Storeberry Admin Panel 「Loyalty」 「Loyalty Setting」 to modify or update the membership system at any time as needed.

# Member Referral Rewards Program

Let old customers become your most influential salespeople! With Storeberry's member referral rewards system, what you need to do is go to Storeberry Admin Panel 「Loyalty」 「Loyalty Setting」 and select “Referral Program” at the top left to activate your member referral reward program with one click!

You can flexibly set up personalized rewards: Rewards for registration, Rewards for every purchase and more!

Layers of referral and consumption rewards

Storeberry membership referral reward system not only offers 1+1 (referrer and referee) bonus points reward, but also provides up to 3 levels* of referral and consumption reward schemes to make your referral program more varied and interesting! Example is as follows:

*Exclusive function of Storeberry's omni-channel plan is set as a single layer of reward scheme by default. If you are interested in adding the 2nd or 3rd level of reward scheme, please contact the Storeberry sales team.

# Membership and Top-up Wallet Products

In addition to the basic membership plan, Storeberry also provides membership purchase and wallet top-up functions to help attract your customers to prepay for purchases! You can go to Storeberry Admin Panel 「Loyalty」 「Loyalty Products」 and click 「Add Product」 at the top right to add membership upgrade and wallet top-up items for customers to purchase.

The method of adding new loyalty items is similar to that of normal products. You can follow the instructions to enter the product details and flexibly personalize the loyalty items.

1）Basic Info and Product Categorization:

You can decide to launch or hide the products through the "Status" button. Meanwhile, you can choose to put the products on the online store, physical store, or synchronously by "Online Store" and "Physical Store" buttons with just one click. Turning "Show" to "Hide" will hide the product from the online/physical store. Then you can continue to fill in the product info and select its product category.

If you want to add a new product category, you can click 「Manage Categories」 at the right hand side of the 「Category」 column, and then add the new product category on the pop-up page of 「Categories」 .

2）Member Only：

Here you can decide the purchase conditions of the loyalty product, such as opening the product to all customers or only customers with a specific membership level to browse and purchase.

3）Promotions and Discounts:

If you don't want the loyalty product to be included in the promotion offer, you can turn the appropriate button to "Yes".

4）Pricing Options:

You can select “Pricing Options” at the top left of the page to continue to enter the price and product details, and finally click “Save” to launch the product.

Include wallet: Once you turn this on, the system will automatically add value to the wallet of customers who have purchased the loyalty item. You can enter the amount in the “Wallet” box on the right.

Include point： Once you turn this on, the system will automatically add designated membership points for customers who have purchased the loyalty item. You can enter the number of points in the “Point” box on the right.

Include member level: Once you turn this on, the system will automatically upgrade the membership level of the customer who has purchased to the assigned membership level. You can select the assigned membership level in the “Member Level” box on the right.

Force adjust member level: Once you turn this on, the system will force the membership level of the purchased customer to be changed to the assigned membership level, regardless of whether it is an upgrade or a downgrade.

Extend membership period: Once you turn this on, the system will automatically extend the membership period of customers who have purchased the loyalty item. You can change the membership period at Storeberry Admin Panel 「Loyalty」 「Loyalty Setting」

# Customer Registration Setting

You can go to the Storeberry Admin Panel 「Setting」 「Customer Registration」 to select the required information that customers need to fill in when registering, including email address, mobile phone number, birthday, and age group, etc.

# Customer Data Management

In Storeberry, you can view all customer activities in different channels at one single platform. Whether customers shop online or offline, all transaction records can be updated in real time, so that you can keep abreast of the latest updates anytime, anywhere. You can go to Storeberry Admin Panel 「Customers」 to add, review and export all customer details and transaction records.

Need to transfer customer data one by one from the old platform? Storeberry supports CSV import function, which allows users to import up to 500 items from a spreadsheet at a time, to help you upload third-party customer data to Storeberry platform at once.