Membership Module
The Membership Module in BigLedger provides a complete loyalty and membership management system designed for businesses that want to build lasting customer relationships through structured reward programs. This module supports sophisticated loyalty mechanics including multiple points currencies, flexible membership tiers, automated points expiry, and diverse reward redemption options.
What is the Membership Module?
The Membership Module enables businesses to create and manage customer loyalty programs with enterprise-grade features. Unlike simple point-tracking systems, this module provides a comprehensive framework for:
- Multi-membership management: One customer can hold multiple memberships simultaneously
- Flexible points systems: Support for multiple points currencies with conversion mechanics
- Tiered progression: Member classes with automatic tier upgrades based on business rules
- Diverse reward mechanisms: Three distinct redemption pathways (Pricing Schemes, Pricebooks, Vouchers)
- Points lifecycle management: Configurable expiry rules for liability management
Key Capabilities
Customer-Centric Design
The module recognizes that customers may participate in multiple programs or hold different membership types. For example, a single customer might have:
- A standard loyalty membership earning general points
- A premium subscription with exclusive benefits
- A seasonal program membership with time-limited rewards
Enterprise Points Management
Support for multiple points currencies allows sophisticated loyalty economics:
- Separate currencies for different product categories
- Partner program integration with currency conversion
- Points-to-points and points-to-cash redemption
- Automated expiry rules for financial liability control
Flexible Tier Structures
Member classes provide the foundation for tiered programs with:
- Automatic progression based on spending or points accumulation
- Tier-specific pricing and benefits
- Member labels for advanced segmentation
- Real-time tier status tracking
Core Components
The Membership Module integrates with several key applets:
- Membership Program Applet: Central configuration for program rules
- Membership Admin Console: Operational management interface
- Membership Points Currency: Points currency configuration
- Doc Item Maintenance: Member-specific pricing through FI-ITEM
- Pricebook Applet: Tier-based product pricing
- Voucher Maintenance: Reward voucher creation and redemption
Common Use Cases
Retail Loyalty Programs
Multi-tier loyalty with points earning on purchases, birthday bonuses, and tier-based discounts. Members progress through Bronze, Silver, Gold, and Platinum tiers based on annual spending.
Subscription-Based Memberships
Monthly or annual memberships with fixed benefits, exclusive pricing, and points earning for additional rewards beyond the base subscription value.
Partner Ecosystems
Network of businesses sharing a common loyalty currency, with points transferable between partners and centralized member management.
Service Industry Programs
Professional services loyalty with points earned on billable hours, redeemable for discounted services, priority scheduling, or partner benefits.
Integration Points
The Membership Module integrates seamlessly with:
- Sales & CRM Module: Automatic points earning on transactions
- POS Module: Real-time points redemption at checkout
- E-Commerce Module: Online account management and points tracking
- Financial Accounting: Points liability tracking and redemption expense recording
Getting Started
To implement a membership program in BigLedger:
- Configure Member Classes: Define your tier structure and progression rules
- Set Up Points Currencies: Create currency types aligned with your program economics
- Define Earning Rules: Establish how customers accumulate points
- Configure Rewards: Set up pricing schemes, pricebooks, or vouchers for redemption
- Implement Expiry Policies: Configure points expiration for liability management
- Test Customer Journeys: Validate enrollment, earning, and redemption flows
Section Contents
Explore the detailed documentation organized into these sections:
Best Practices
Program Design
- Start with a simple tier structure and add complexity based on customer engagement
- Ensure earning rates are generous enough to drive behavior change
- Set redemption thresholds that balance attainability with program value
- Design expiry policies that encourage engagement without frustrating customers
Technical Implementation
- Configure points currencies before creating member classes
- Test all redemption mechanisms thoroughly before launch
- Implement proper financial controls for points liability tracking
- Set up automated reports for program performance monitoring
Customer Experience
- Communicate tier benefits clearly to drive aspiration
- Provide transparent points tracking and balance visibility
- Send automated notifications for tier changes and points expiry
- Make redemption options diverse and valuable to different customer segments
Support and Resources
For implementation assistance and advanced configuration guidance, refer to the detailed documentation in each section or contact BigLedger support.