# ▶️ Set up memberships

Source: https://support.storeconnect.com/articles/how-to-set-up-memberships · Last modified 21 August 2026

Video: https://vimeo.com/1177468797?fl=sv&fe=ci

### **1\. Create a Membership in Salesforce**

-   Open the **StoreConnect App** in Salesforce.

-   Go to **StoreConnect Navigation > Customers > Memberships**.

-   Click **New**, enter a **membership name** (e.g., “Gold Membership”), and **Save**.


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### **2\. Assign a Product to Activate the Membership**

To activate a membership, you must associate it with a product or category:

-   In the membership record, assign a **Product** or **Category** under the **activation fields**.

-   Create a **new virtual product** for this membership:

    -   Name the product (e.g., “Gold Membership”).

    -   Mark it as **Active** and a **Virtual Product**.

    -   Set the **Available On Date** to a past date for immediate use.

    -   Add a **description**, and **Save**.


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### **3\. Configure the Membership Product**

Now complete the setup for the membership product:

-   **Set Pricing**:

    -   Add a **List Price** (e.g., $25).

    -   Sync price changes.

-   **Assign Category**:

    -   Scroll to **Categories Containing this Product**, select a category, and click **Save**.

-   **Add Product Image**:

    -   Under **Media Used by this Product**, click **New**, select an existing media item, and **Save**.


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### **4\. Test the Membership Purchase**

-   Go to the live store as a **customer**.

-   Purchase the **membership product**.

-   After the transaction, check the customer’s account in Salesforce under **Customers > Accounts**.

-   The **membership should now be applied** to the customer's account.


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### **5\. Assign Member Pricing via Price Book**

To give members special pricing:

-   Create a **Price Book** with discounted prices (e.g., $5 off standard products).

-   Go back to the **Membership Record** and assign this **Price Book**.

-   **Save** the membership.


On the website, signed-in members will now see **discounted prices**, while non-members see full prices.

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### **6\. Restrict Content to Members**

You can limit access to specific website content:

-   In the **Membership Record**, go to the **Related tab**.

-   Under **Articles**, click **New** to select content only visible to members.

-   **Save** your changes.


Now only signed-in members will see those articles/pages.

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### **7\. Add Member-Only Discounts (Optional)**

You can set up extra promotions exclusive to members:

-   In the **Membership Record > Related tab**, go to **Discounts** and click **New**.

-   Fill in the following:

    -   **Name** and mark it as **Active**.

    -   Assign it to your **Store**.

    -   Set a **Discount Amount** (e.g., 10%).

    -   Choose to **Stack Discounts** if needed.

    -   Set **Start and End Dates** for limited-time offers.

    -   Under **Discount Scope**, select the **Membership**.


Discounts can be combined with member pricing for extra value.

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StoreConnect Support — https://support.storeconnect.com/articles/how-to-set-up-memberships