Initial Settings
Overview
What Ranky can do
Ranky is for “automatic membership rank assignation with a specified period of time” and “a membership card for customers”.
Terms
Terms in the Manual
Supported environment
About the supported environment of Ranky
Basic Settings
Aggregation period setting
Set the period for evaluating customers
Evaluation execution timing setting
Set the timing for evaluation
Each rank Settings
(Preliminary Preparation) Rank design
The ranks that will be operated in the store will be set from now on.
Rank setting
Set up according to the designed ranks.
Priority setting
You can change the reordering of the rank order
How to check the rank name assigned to customers
The rank name is stored in the customer's metafield. Here is how to check it.
Regular operation, Manual batch evaluation execution
Start Regular operation
To execute rank evaluation at the set evaluation execution timing, set the status to “In regular operationˮ and enable the setting.
Stop Regular operation
Once the system is in regular operation, If you want to stop the automatic evaluation or change the setting, you need to put the system in an inoperative state.
Manual batch evaluation execution (if necessary)
Use this if you cannot wait for the evaluation execution timing, such as when testing. (*There are some notes.)
Display "Membership card" to customers
Place membership card on storefront
Go to the theme editor to display the membership card
Adjust the appearance of the membership card (color, logo, one- dimensional barcode/two- dimensional barcode, etc.)
Adjust the membership card to match the ambiance of the store, etc.
Display membership card only to member of a specific rank
When applied, it is possible to display different card for each membership rank.
Display "Calculate future rank" to customers
What Is the Future Rank Calculation?
Setting Up the Future Rank Calculation on the Storefront
Providing customers with information that they are close to reaching the next rank can serve as motivation for additional purchases. Future rank calculation displays the expected next rank and the required spending amount or order count to reach it. For instance, if the customer is expected to reach Bronze in the next update, and Silver is the rank above Bronze, a message like “Spend USD150 more by the next update to reach Silver rank” can be displayed.
Adjust the Appearance of the Future Rank Calculation (Colors, Description, etc.)
You can customize the appearance of the "Calculate future rank" displayed on the storefront (colors, descriptive text, etc.) to match your store's design.
Display the future rank calculation only to members with a specific rank.
It is possible to display the prospect evaluation exclusively to members of specific ranks.