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ECA: Easy Membership App — Basic Setup Guide

Welcome to ECA: Easy Membership App! Follow these steps to set up memberships, restrict access, and offer exclusive benefits to your customers.

1. Install & Open the App

  • Install ECA: Easy Membership App from the Shopify App Store
  • Open the app from your Shopify Admin
  • You’ll land on the Dashboard

2. Create a Membership Plan

Membership plans define what your members get access to.

Steps:

  • Go to Memberships → Plans
  • Click Create New Plan
  • Enter:
    • Plan name (e.g., VIP, Gold, Pro)
    • Price (monthly, yearly, or custom)
    • Benefits description
  • Automatic renewal is enabled by default
  • Click Save
✅   Your membership plan is now ready.
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3. Restrict Products & Collections

Control which products or collections are available only to members.

Steps:

  • Go to Access Rules
  • Select a Product, Collection, or Page
  • Choose the membership plan allowed to access it
  • Click Save

Non-members will see a Members Only message on restricted items.

4. Add Member Benefits (Downloads & Perks)

Digital Downloads

  • Go to Plans & Perks → Download Products
  • Select specific products
  • Paste link of the files from Shopify’s Content tab or Digital Downloads app available on Shopify app store (PDFs, videos, Images).
  • Click Save

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Discounts & Perks

  • Go to Plans & Perks → Discounts
  • Add member-only discounts or perks
  • Save changes

Members will receive these benefits automatically.

5. Configure Member Emails

ECA Membership App includes ready-to-use email templates.Description of image

Steps:

  • Go to Emails → Templates
  • Review predefined templates (welcome, renewal, cancellation)
  • Customize subject and content if needed
  • Save

Custom Email Domain (Optional)

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  • Go to Settings → Email Domain
  • Set your branded sender email (e.g., hello@yourstore.com)

6. Enable Passwordless Login

Make it easy for members to access their account.

Steps:

  • Go to Settings → Authentication
  • Enable Passwordless Login

Members will log in using a secure email link—no password required.

7. Membership Portal Experience

Customer Portal

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Members can:

  • View their membership status
  • Access exclusive products and downloads
  • Manage or cancel their membership (if enabled)

Merchant Portal

From the dashboard, you can:

  • View all members
  • Upgrade or downgrade plans
  • Cancel memberships
  • Add members manually

8. Configure Cancellation Rules

Control how cancellations are handled.

Steps:

  • Go to Settings → Cancellation
  • Choose:
    • Customer-initiated cancellation
    • Admin-only cancellation
  • Decide when access ends (immediately or end of billing cycle)

9. Track Performance

Go to Dashboard → Analytics to view:

  • Active members
  • New signups
  • Cancellations
  • Membership revenue

These insights help you optimize your membership strategy.

10. Customize Language & Labels

Tailor the customer-facing text to your brand.

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Steps:

  • Go to Settings → Language Labels
  • Customize buttons, messages, and portal text
  • Save changes

11. Customer & Order Tags

The app automatically adds tags such as:

  • Customer tags: member, vip-plan
  • Order tags: membership-signup, renewal

You can use these for:

  • Shopify automations
  • Customer segmentation
  • Reporting

12. Need Help? We’re Here

You can always book a setup call with our team: 👉  Schedule Support Session:

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