Rank setting

Create a new membership rank

1. Click “Rank Listˮ on the app to display the rank list.

2. Click “Create new rankˮ



 

3. Enter "Basic rank setting”

Title

Name displayed in the rank list (used internally and not displayed to customers) Up to 20 full-width characters (up to 40 half-width characters)

Description (optional)

Can be used for notes about ranks, etc. (used internally and not displayed to customers) Up to 100 full-width characters (up to 200 half-width characters)

Status

• Active: Evaluation will be executed at the execution timing
• Draft: Rank information will be saved, but evaluation will not be executed.　



 

4. Set "Rank setting for customersˮ

Rank name

• Rank name given to applicable customers after the evaluation is executed (Up to 10 full-width characters (up to 20 half-width characters) Internally, value is automatically assigned to customer metafield. It will be displayed as the rank name on Ranky membership card. (If a membership card has been set up)
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(For developers) Other than that, it can be used in the same way as regular metafields.　



 

5. Enter "Rule settingˮ

Condition type

• Purchase amount during the aggregation period: Cumulative purchase amount within the aggregation period specified in the Basic Settings on the order creation date
• Number of purchases during the aggregation period: Cumulative number of purchases within the aggregation period specified in the Basic Settings on the order creation date
• Customer tags: Tag name assigned to the target customer
• points (Dokopoi) : The Dokopoi points stored in the customer's metafield. reference：Evaluating membership ranks using Dokopoi points ※ To configure this setting, you will need to use our comprehensive points app, "Dokopoi.” ※ Dokopoi is available only for the following stores: 　・The shipping destination includes Japan 　・The store's currency is set to Japanese Yen (JPY)

Comparison setting

• For “Amount/number of purchases during the aggregation period“
• Enter a numerical value (any amount or number of times) (up to 15 digits in half-width numbers)
• Specify “more than/equal to/less than” from the field to the right of the numerical value input.
• In the case of “Customer Tag“
• (Customer Tag) Enter a value (any amount or number of times).(Customer Tag) is not case-sensitive. Example: If the customer tag in the Shopify admin screen is "VIP" and the input in Ranky is "Vip" , the evaluation and aggregation will be performed. If the customer tag is “VIP” in the Shopify admin screen and “VIPcustomer” is entered in Ranky Please note that the evaluation and aggregation will not be performed because it is not an exact match.
• Specify “Included/Excluded” from the customer tag field.
• In the case of “points (Dokopoi)“
• Enter a numerical values (up to 15 digits in half-width numbers)
• Specify “more than/equal to/less than” from the field to the right of the numerical value input.
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The cumulative purchase amount does not include shipping fees. If a discount is applied, the subtotal after the discount is used. (The discount amount is not included.) Tax is included when the store’s tax setting is set “tax included” at the order.
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Order information included in the cumulative purchase amount and number of purchases will only include orders that meet all of the following conditions. Payment status: Paid or partial refund Order status: Other than Cancelled



Up to 5 conditions can be set for rule settings (AND conditions). New conditions can be added from "Add condition". If you want to delete a condition, please press the trash can symbol.

 

6. Click the Save button

Edit Membership rank

Go to the edit page

• Active

• Save as draft

• Delete

Duplicate and delete