Alliance Pro is the first app of its kind 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.
You can also configure auto-approval by email domain. This allows you to automatically approve applicants using email addresses from trusted domains (e.g., @yourcompany.com
), ideal for staff or known partners. These applicants are approved instantly and placed into a pre-assigned member group.
Members and member groups
Once approved, members are assigned to a member group. Each group has its own discount level, discount limit, description, and internal ID. You can view, edit, and create member groups from the Member Groups section.
When logged in, members will see a message on product pages like this:
You are logged in as a [member group name] member. Any applicable discounts will show in the cart.
You can also show a discount message in the cart or at checkout so members know their pro pricing is active.
If you already have a list of pro customers, you can import them using the CSV import feature. This makes it easy to bring your existing program into Alliance Pro.
You can also add members manually, without requiring them to apply. This is useful for ambassadors, athletes, or known partners. You can assign them to a group, set a renewal date, and send a login link or welcome message.
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.
Membership renewals
One of the strengths of Alliance Pro is the ability to set renewal dates. By default, memberships renew annually, but you can set any schedule you prefer. Members receive renewal reminders so they can reapply, and you stay in control of who remains in your program.
If you use discount limits, those will also reset when the membership renews. This keeps your discount program fair and manageable over time.
Pro program renewals help ensure your list stays current and that only qualified members continue receiving discounts.
Specialty discounts
Offering discounts is the main benefit of a pro program. Alliance Pro gives you the flexibility to set them up the way your business needs.
Each member group can have its own discount level, product rules, and annual spend limits. For example, your Ski Patrol group could receive 25 percent off outerwear and 15 percent off accessories, with a 1,000 dollar annual spend limit.
You can assign multiple discounts to the same group if needed. This is helpful if you want to offer different pricing across categories.
When members are logged in, their discounts apply automatically at checkout. You can also set a message that appears in the cart or checkout to confirm that their pricing is active.
Why not just use discount codes?
Discount codes can be shared or misused, and they often don’t work well with other promotions. Alliance Pro uses Shopify’s discount engine to apply pricing automatically without codes or stacking. This keeps your program more secure and professional.
Pro discounts also work in-store using Shopify POS, so your retail staff and local ambassadors can get the same experience when shopping in person.
Preferences
Alliance Pro includes several options to fine-tune your program settings. In the Preferences section, you can:
Add your program policies and terms
Set the staff email address for notifications
Choose how and when to notify customers
You are in control of your own program rules. Here are a few common examples from outdoor industry brands:
Your pro account is for personal use only
Your discount is limited to $1,200 MSRP per year
Be discreet about your pro pricing
Pro orders are not eligible for returns or exchanges
Pro pricing does not include free shipping unless otherwise noted
For help drafting your policy, we recommend looking at your brand guidelines or checking examples from other industry programs.
Klaviyo integration
Alliance Pro integrates with Klaviyo, a popular email and marketing automation platform. After connecting your Klaviyo account in Preferences, Alliance Pro will send customer events and properties directly to Klaviyo. This includes application approvals, renewals, and member group assignments.
When Klaviyo is enabled, Alliance Pro will no longer send emails to customers directly. Instead, you can create your own automated emails in Klaviyo, giving you full control over the experience.
You can use this data to build campaigns, send reminders before renewals, or trigger welcome sequences for new members.
Need help or have questions?
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