Skip to main content

Managing members

Create and manage your pro program members in Alliance Pro. Learn how to update membership status and to add or import members.

Written by Emily


From the Members page, you can view all members (Active, Suspended, and Expired). Click a member to open their profile and manage their membership.
​

On a member profile, click Actions → Update to change their member group or adjust their start/end dates.
​
Click Actions → Deactivate to suspend a membership.
​

​
Updating membership period end date

  1. Go to Members.

  2. Select the members you want to update:

    1. Use search or filters to find a member group, or

    2. Select individual members (you can also use Select all for the current list).

  3. In the bulk actions bar/menu, click Update membership end date…

  4. In the modal, pick the new end date.

  5. Review the warning about automations/notifications:

    1. This update may trigger any workflows you’ve configured for events like membership updated.

    2. If moving the date causes someone to cross into “expired” (or out of it), it may also trigger membership expired-type workflows.

  6. Click Update memberships to apply the change.

  7. You’ll see a confirmation message that the update is running. Large updates can take a few minutes—you can keep working while it processes.

Importing members

You can import existing member lists if you have members stored in a third-party app or spreadsheet. To learn more, follow How to import members into Alliance Pro.
​

To add a member manually

  1. Click add member button

  2. Complete the form

  3. Click save
    ​

Screenshot 2024-11-28 at 1.11.56 PM.png


​
​Email notifications

  1. If the member already has a Shopify customer account, they’ll receive the membership invitation email without an activation URL.

  2. If the member doesn’t have a Shopify customer account, they’ll receive the membership invitation email with an activation URL.

Did this answer your question?