Membership Plans

Memberships were previously called "Subscriptions"

Memberships help brands activate a recurring payment model to provide loyal customers exclusive access to a product or service over a period of time. Adding a Membership module can encourage upsell and incentivize customers to frequent your locations more regularly and reward your most loyal guests. Campaigns and segments can be created and triggered to incentivize guests to use their Memberships more frequently.

Membership List Page

Memberships are under Wallet and Passes > Membership Plans in the Punchh platform. The Memberships List Page shows all Membership plans created by your brand. The following details are shown with each plan:

1. Membership name: Click the Membership name to make edits to the plan.
2. Created by, date, and time: The user who created the plan and when it was created.
3. Purchase price: The price of the plan for one 'cycle' or the number of valid days.
4. Validity days: The number of days after which the Membership expires
5. Available for purchase: The plan currently can be purchased via the mobile app.
6. Renewing status: Shows as Auto Renewing if the plan renews automatically after each cycle of valid days. If the plan is a single-use Membership no information will be shown here.
7. Start date and time: Date and time the Membership becomes active and available for purchase.
8. End date and time: Date and time the Membership becomes inactive and no longer available for purchase.
9. Sign-up end date and time: Date and the time when no further guest sign-ups are accepted.
10. Plan status: Shows as Draft, Active, or Inactive.
11. Stats: Click the Stats icon to show the Subscriber Capping and Active Subscribers at that time.
12. Subscriber capping: The maximum number of active subscribers to a Membership Plan at any given time.
13. Active subscribers: The number of current subscribers.

Create a Membership Plan

1. Navigate to Wallet and Passes > Membership Plans in the left side panel
2. Click New Plan in the top right corner.
   

Plan Details

The first step in creating a Membership Plan is the Plan Details section. This section allows you to designate the core settings of your plan.

1. Name: Enter the name of your Membership Plan to appear in the mobile application for your guests.
2. Plan Image: Include an image or icon to be visible to guests in the mobile application. Click Browse to upload the image file. There is a 500 KB size limit on images.
3. External Plan Identifier: This is a 3rd party identifier. Enterprise businesses can use this identifier to map Punchh-generated Membership Plan ID to a UPC at their end. This identifier can be leveraged in the Memberships API and will also be included in Punchh-generated reporting.
4. Description: Enter a description of your Membership plan that will inform guests of the benefits of a particular plan.
5. Notes: Enter any information that is internal to the business. At the time of creating/editing a plan, business admins can leave notes here for other business admins.
6. Benefits Tracking: Use this field to define how you want the Membership benefit meter shown in the mobile app. Input must be in a JSON format.

{
"showBenefitTracking": true,
"meterType": "bullet", //bullet, donut or text
"trackerName": [
{ 
"trackerName": "Title 1",
"trackerLabel": "Coffee",
"trackerInformation": "RedeemedAndCap" //Redeemed or RedeemedAndCap
},
{
"trackerName": "Title 2",
"trackerLabel": "Reedemed",
"trackerInformation": "Redeemed"
}
],
"trackerDisplay": "concurrent" // concurrent, sequential or onlyFirstMeter
}

7. Miscellaneous: This is a free-flowing field that can be used by a business for any custom purposes. E.g., to provide custom JSON which is then sent over to the mobile application to customize the behavior of the Memberships Component.
8. Price (Business Currency): Enter a price of one unit of the Membership Plan. E.g. for a $4.99 price with 30 days of validity, a guest will have to pay $4.99 to purchase one cycle of this Membership Plan which will be valid for 30 days.
9. Validity (Days): Enter the number of days after which the Membership expires. Memberships will expire at 11:59 pm on the End Date. Guest must renew before this period ends.
10. Make this a Single Use Membership? Toggle on to make the Membership plan single-use. A single-use Membership plan will NOT renew automatically. This option is great for "seasonal pass" plans during holidays that provide guests holiday discounts when they pay upfront.

11. Subscriber Capping: Enter the maximum number of active subscribers to a Membership Plan at any given time. While this value is cached for 24 hours, any purchases after this limit is reached will be stopped.

12. Make Available For Purchase? This setting allows Membership Plans to be sent over the mobile API. This means that you can choose on the go, if you want to show or hide plans from the mobile interface, thereby controlling which plans should be available for purchase. Another use case for this flag can be to restrict specific plans from the mobile application while allowing admins to use those plans for complimentary gifting.
13. POS Meta: As the name suggests, this is a Meta field. This information is relayed over in the POS API for use by the POS system of your business.
14. Short / Standard Prompt: Enter the text to appear either at the gas pump (short) and/or cashier terminal (standard) to prompt the customer to redeem their reward, as applicable.

Click Next.

Benefits and Rules

The second step of creating a Membership Plan is the Benefits and Rules section. This section allows you to set which discounts will be provided to guests through their Membership purchase. By default, each plan has one Benefit and each benefit supports two Discounting Rules. Plans with the Enable Multiple Benefit plan flag turned on can support additional benefits.

Below are the available benefits you can apply to your Membership plan and their associated Qualification Criteria.

1. Name (of benefit): To support multi-benefit configuration (in the future) and to allow easy differentiation between different benefits, business admins need to provide a name for each benefit. This is also sent over the API for use in the mobile application.
2. Description (of benefit): Enter a description of the benefit. It is sent over the API for use in the mobile application.
3. Discount Type (First Discounting Rule): (Required) Select the type of discount that your business wants to offer as a part of this discounting rule. The following discount types are supported:
   • Rate rollback: Allow unit prices to be rolled back by a fixed amount. Example: Gas price rolls back by 5¢ per gallon.
   • Menu Item discount (% or $ off): Apply a percentage or dollar discount to individual menu items. Example: A burger can receive 10% off.
   • Receipt-level discount (% or $ off): Apply a discount to the entire receipt. Each transaction counts as one redemption. Example: $5 off delivery orders over $25.
   • Bundle target price: Set a fixed price for a bundle of menu items. Example: A combo of burger, drink, and fries can be set to $15.
4. Select Discounting Rule (First Discounting Rule): (Required) Select the QC which evaluates an incoming receipt to decide if it qualifies for the Membership-based benefit redemption.
5. Discount Limit (First Discounting Rule): Enter the number of units of the discount that are committed to guests at the time of purchase. E.g. 30 means, 30 units of coffee SKU in a monthly coffee Membership.
6. Discount Amount (First Discounting Rule): This setting is the unit discount, flat $ off, or % (Menu Item level or Receipt Level) depending on the discount type used in the rule. This value will be picked from the attached QC and will appear when the first step is completed.
7. Benefit Redemption Evaluation Strategy: Select how the system should handle qualifying items when the first discount limit is exceeded. The following options are supported:
   • Exact discounting: Only items within the first discount limit are discounted. Additional qualifying items in the same transaction will not receive a discount. Future transactions use the second discount rule.
   • Extended discounting: If the first discount limit is exceeded, the system extends the same discount to all additional qualifying items in the transaction. Future transactions use the second discount rule.

8. Discount Type (Second Discounting Rule): Select the second type of discount that your business wants to offer as a part of this discounting rule. The following discount types are supported:
   • Rate rollback: Allow unit prices to be rolled back by a fixed amount. Example: Gas price rolls back by 5¢ per gallon.
   • Menu Item discount (% or $ off): Apply a percentage or dollar discount to individual menu items. Example: A burger can receive 10% off.
   • Receipt-level discount (% or $ off): Apply a discount to the entire receipt. Each transaction counts as one redemption. Example: $5 off delivery orders over $25.
   • Bundle target price: Set a fixed price for a bundle of menu items. Example: A combo of burger, drink, and fries can be set to $15.
9. Select Discounting Rule (Second Discounting Rule): Select the second QC which evaluates an incoming receipt to decide if it qualifies for the Membership-based benefit redemption.
10. Discount Limit (Second Discounting Rule): Enter the number of units of the discount that are committed to guests at the time of purchase. E.g. 30 means, 30 units of coffee SKU in a monthly coffee Membership.
11. Discount Amount (Second Discounting Rule): This setting is the unit discount, flat $ off, or % (Menu Item level or Receipt Level) depending on the discount type used in the rule.
12. Global Redemption Throttling: This setting controls the number of redemptions of the Membership benefits in a specific window of time. E.g., in a monthly coffee Membership that discounts 30 cups of coffee by 100%, admins can configure this setting to limit the redemption of coffee to 1 unit/day.

Click Next.

Benefit and Discounting Rule Examples

Amount / Percent Off Menu Item

Example 1, Qualification Criteria Set Up

Example 2, Qualification Criteria Set Up

Amount / Percent Off Receipt

Example Qualification Criteria Set Up

Rate Rollback

Example Qualification Criteria Set Up

Target Price for a Bundle (Advanced).

Example Qualification Criteria Set Up

Scheduling

The third step in creating your Membership Plan is the Scheduling section. This section allows you to determine the start and end dates, when renewals should happen daily, and when should reminder notifications be triggered.

1. Start Date & Time: Enter the date and time the plan becomes activated i.e. admins can create plans with a future date which will become Active as soon as they are published. The benefits of the plan will become redeemable only from the Start Date & Time of the plan.
2. End Date & Time: Enter the end date and time for the plan.

3. Sign Up End Date & Time: Enter the purchase cut-off for a Membership Plan.

4. Timezone: Enter the Timezone of your choosing in which to configure the Membership Plan.
5. Advance Renewal Days: The number of days when a Membership is renewed in advance based on its upcoming expiry. E.g., if a Membership is due to expire on the 30th of September and the advance renewal days configured here is 2, the Membership will be renewed on the 28th of September. The default value of this setting is 2 and the lowest value that can be set is 1 day.

6. Start Time: Enter the time of the day when the renewal payment schedule should run. This can be configured by admins. Punchh recommends using an early AM slot for this setting.
7. First Renewal Reminder Days*: Enter the number of days before the renewal when the first reminder should be sent to guests, informing them about the upcoming renewal.
8. Second Renewal Reminder*: Enter the number of days before the renewal when the second reminder should be sent to guests, informing them about the upcoming renewal.

Click Submit to finish your plan.

Editing a Membership Plan

To modify a Membership plan draft, click the Membership plan name to edit any of the fields discussed above. A Membership cannot be edited after it has been activated.  

Admin Capabilities

Admins may need to cancel Memberships for guests for various reasons such as fraudulent activity, guest requests, etc.

Cancel Membership:

• Soft Cancel: The Membership will remain valid till the original end date and time. However, the Auto renewal will be turned off.
• Hard Cancel: The Membership will become invalid immediately from the time of cancellation. Any future renewals of the Membership will not be allowed.

Gift Membership:

• Admins will be able to choose from a list of active Membership plans to gift one unit or one valid period of the Membership plan. This means for a plan of 30-day validity, admins will be able to issue a Membership that will be valid for 30 days until the end of the day of the 30th day.*Note gifting of Memberships between guests is not yet available

Related Membership Articles:

• Memberships Overview
• System Messages: Memberships
• Membership Analytics
• Segment Types, Attributes, and Timeframe Definitions