Free Membership Auto-Assignment

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Free Membership Auto-Assignment
enhancement Recurring Membership
31 Aug, 2026

Free Membership Auto-Assignment

What’s New

Sellers can now set a Free Membership Plan to be automatically assigned to every new customer at signup. New customers instantly become members — no manual work, no missed customers.

Key features:

  • Automatically assign a free membership plan to all new signups
  • New customers receive membership benefits immediately upon signup
  • Free memberships can be automatically cancelled when customers upgrade to paid plans
  • No manual member management required
Why This Matters

Most new customers don’t become members unless you ask them. And if you have to ask manually, you miss people and spend time on work that should be automated.

The challenge: Without automatic membership assignment, many customers slip through without joining. Manually assigning memberships is labor-intensive and leaves members out. You lose the opportunity to drive engagement and loyalty from day one.

The solution: Every new customer automatically becomes a member of your free plan the moment they sign up. They get membership benefits immediately. When they’re ready, they upgrade to paid. If they do, the free membership cancels automatically. More members. More engagement. More growth.

What You Can Do
  • Automatically assign free memberships — New customers get membership benefits instantly at signup
  • Zero manual work — No need to manage customer assignments one by one
  • Drive paid upgrades — Start customers with a free plan and encourage them to upgrade
  • Automatic plan switching — Free memberships cancel automatically when customers buy paid plans
  • Instant loyalty building — Give customers a reason to stay engaged from their first interaction
Who This Is For
  • Membership-focused brands wanting to convert every new customer into a member
  • Stores with tiered membership (free and paid) seeking to grow paid memberships
  • Teams without time for manual membership management
  • Merchants prioritizing early customer engagement and loyalty
How to Get Started
  1. Go to Membership Settings → Membership Plans
  2. Select your Free Membership Plan
  3. Enable “Automatically assign this plan to new customers on signup”
  4. Save your settings
  5. All new customers are now automatically assigned
Questions?

Reach out to our support team.

Chat with us | Book a demo | Contact support

Kb link – https://docs.aitrillion.com/portal/en/kb/articles/free-membership-auto-assignment

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