Initial Settings
- Overview
  - What Ranky can do
  - Terms
  - Supported environment
- Basic Settings
  - Evaluation execution timing setting
  - Aggregation period setting
- Each rank Settings
  - (Preliminary Preparation) Rank design
  - How to check the rank name assigned to customers
  - Priority setting
  - Rank setting
- Test Mode
  - How to check your membership rank in test mode before starting regular the operation
- Regular operation, Manual batch evaluation execution
  - Start Regular Operation
  - Stop Regular Operation
  - Manual batch evaluation execution (if necessary)
- Display "Membership card" to customers
  - Adjust the appearance of the membership card (color, logo, one- dimensional barcode/two- dimensional barcode, etc.)
  - Place membership card on storefront
  - Display membership card only to member of a specific rank
Advanced Settings
- Membership rank
  - How to view a list of customers with each rank assigned. Save it as a segment.
  - How to send a batch email for each membership rank
- Membership card
  - Change rank name display
- Integration with other apps
  - [For merchants using the Shopify POS app] Flow for searching customer using one-dimensional barcode/two-dimensional barcode
  - Evaluating membership ranks using Dokopoi points
  - Shopify Flow Trigger Specification
- Install/Uninstall
  - How to uninstall　　
  - Implementation steps for stores already in operation (there are customers and orders)
Related Articles
FAQ
- About Membership card
  - Can I use themes that do not support Online Store 2.0 (OS 2.0)?
  - I can not read one-dimensional barcode/two-dimensional barcode,can I change the display size?
- About Membership rank
  - How can I set up a discount for customers with a specific rank?
  - Is there a way to combine with other apps and send emails only to customers of a specific rank?
  - If I customize it by Liquid, can I separate elements other than the membership card according to the membership rank?
  - The cumulative purchase amount of Ranky is different from the amount that can be checked on the admin screen.
  - 【Preparation before implementation】How can I assign rank to existing customer in batch?
  - Can I put a rank in a customer's tag?
  - Can I edit the rank name directly from the metafield in Shopify's Customers admin screen?
  - Can I input a rank in metafield other than app specified?
  - Does the cumulative purchase amount include consumption tax?
- Order Cancellation and Refund Policy
  - Are order cancellations and refund amounts reflected in my membership rank?
- About the app in general
  - I made a test purchase before the store opened, but my membership rank has not been changed.
- Install/Uninstall
  - Rank metafields are not removed after uninstalling.
- About “Rankˮ evaluation
  - How should I decide the time when I set "everyday" for scheduled execution？
  - I want to know the specific start and end dates and times when setting the aggregation period from 1 to 12 months.
  - Please let me know about the customers who will be evaluated target.
  - How are rank names displayed for customers who do not fit into any ranks?
  - Is there a time lag from the start of rank evaluation until it is reflected?
  - Please tell me the type of triggers　that start the evaluation.
  - Is it possible to check the data of the customer's cumulative purchase amount/number of purchases within the period?
  - Can I check that the rank evaluation has been completed?
- Support
  - Is support available for the implementation?
- Pricing
  - Can I try Ranky for free? How long is the free trial period?　
  - Please let me know the pricing!
Support
- Terms of Use
More

I made a test purchase before the store opened, but my membership rank has not been changed.

Please check the following

The "Start" button to start operation has not been clicked.

For cash on delivery or bank transfer, the payment status is not "paidˮ

It is not yet time for evaluation　execution timing.

Bogus gateway is selected as the payment method (test orders can not be made using real transactions in the development store).

If you use the Bogus gateway for test purchases, the cumulative purchase amount and number of purchases will not be accumulated.

Reference: Testing order in the development store Start Regular Operation

Example of simulation to check whether the purchase amount and number of purchases are accumulated

Example: Create an order and pay

Use Shopify payment

How to simulate an order from the storefront with a test purchase in Shopify payment Settings > Payment > Test mode with Shopify payment

For information about Shopify payment, please refer to Testing Shopify payment in the Shopify Help Center.

Use manual payments such as cash on delivery, bank transfer.

This method simulates an order from the storefront using Cash on Delivery “CODˮ or Bank transfer “Bank Depositˮ.

Settings >Payments > Manual payment methods

After making a purchase using Cash on Delivery “CODˮ or Bank transfer “Bank Depositˮ on the storefront, the payment status will be changed to "Paid" on the "Orders" of Shopify admin screen.

Shopify admin screen - "Orders" >Target order > Collect payment >Click Mark as Paid

Click on Cash on Delivery “CODˮ or Bank transfer “Bank Depositˮ.

Payment status will be changed to "Paid".

Reflection checking

Customers > Applicable customer

Select "Show All" in the metafields

If your rank does not change for any other reason, please contact support by clicking on "Contact Us" at the bottom of the Help Center.

Reference: The cumulative purchase amount of Ranky is different from the amount that can be checked on the admin screen. Does the cumulative purchase amount include consumption tax?

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Last updated on July 31, 2024

Are order cancellations and refund amounts reflected in my membership rank? Rank metafields are not removed after uninstalling.