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# coreFORCE Advanced - Memberships: Establishing Member Benefits with Promotions


# [coreFORCE Advanced - Memberships: Establishing Member Benefits with Promotions](https://app.tango.us/app/workflow/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94?utm_source=markdown&utm_medium=markdown&utm_campaign=workflow%20export%20links)


Establishing member benefits in coreSTORE can provide added value to your membership program. This guide will walk you through the process of creating these benefits and highlight a few examples of how they can be used. For instance, you might choose to offer discounts on specific categories like Range Ammo, waive sign-up fees, or provide free shipping. While these are just examples, you have full flexibility to tailor benefits to suit your members' needs. Whether you choose to implement these perks or explore others, coreSTORE makes it easy to enhance your membership offerings.

__Creation Date:__ Nov 22, 2024  
__Created By:__ Josh Okey  
[View most recent version ](https://app.tango.us/app/workflow/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94?utm_source=markdown&utm_medium=markdown&utm_campaign=workflow%20export%20links)

***

### 1. Click on Products


On your coreFORCE Admin Page, go to the **Products** menu to get started.

![Step 1 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/e26075f1-8913-4b52-a0bc-84c2b8ad1ea9/50f14591-5f40-4b59-8ed5-8ad51cd6d857.png?crop=focalpoint&fit=crop&fp-x=0.1051&fp-y=0.3672&fp-z=1.9800&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=6&mark-y=317&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz00ODcmaD03NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 2. Click on Promotions


Locate the **Promotions** submenu.

![Step 2 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/a444742f-3bd8-4781-ab85-e596ff964928/9e938595-26c4-4c9c-9571-e64664392bb8.png?crop=focalpoint&fit=crop&fp-x=0.1051&fp-y=0.6306&fp-z=1.9800&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=6&mark-y=317&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz00ODcmaD03NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 3. Click on ADD


In the top right-hand corner of your Promotions dashboard, click **Add** to create a new promotion structure.

![Step 3 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/a675ec60-ef34-425f-8ff8-6eceac8a1ed3/36c21a0e-6af2-4d3b-94e2-ad275eee9d89.png?crop=focalpoint&fit=crop&fp-x=0.9358&fp-y=0.1207&fp-z=2.8354&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=869&mark-y=190&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0yMjUmaD0xMDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 4. Description


In the **Description** field, enter an easily identifiable name. This is especially helpful if you offer multiple membership types or have other active promotions, allowing you to quickly make updates or changes in the future.

![Step 4 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/1212d5e9-37bc-4213-a2a0-43838e2418fd/5ea67844-70fe-4aa6-8ec9-5679fe6f4a92.png?crop=focalpoint&fit=crop&fp-x=0.3923&fp-y=0.2503&fp-z=1.5704&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=283&mark-y=253&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz02MzUmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 5. Promotion Code


It is recommended to keep your **Promotion Codes** uniform, and short as if this is not setup to auto apply promotion your clients will be required to enter the code manually.

![Step 5 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/3e62d009-59d3-4509-8bd2-f28173aecc20/ab69112e-2c18-429f-858f-d0e1944e550e.png?crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=258&mark-y=171&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0zNDcmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 6. Click on Start Date


In the **Start Date** field, the system will automatically populate today's date. Update this field to reflect the date you want members to begin receiving the established benefit.

![Step 6 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/1ea0aa1b-685b-4526-8b78-48c4c997fc30/0a584b39-c07f-4e5b-89cc-17afeed61a41.png?crop=focalpoint&fit=crop&fp-x=0.2936&fp-y=0.3578&fp-z=2.4803&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=446&mark-y=314&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0zMDcmaD04MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 7.  Apply Automatically


Since this is a member benefit, ensure the **Apply Automatically** option is checked on the **Details** tab. This setting ensures that at checkout, users will not need to enter a promotion code for the specified discount. The benefit will automatically apply, but only for users with the designated User Type.

![Step 7 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/1bf0503d-fe8c-4ee9-a71b-e874a7dec6af/c2b6500b-df19-4c7d-b509-3ca6057af583.png?crop=focalpoint&fit=crop&fp-x=0.2489&fp-y=0.7327&fp-z=3.1885&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=574&mark-y=329&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz01MiZoPTUyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 8. Click on Audience


Next, navigate to the **Audience** tab of your new promotion. Here, you can identify the **User Type** eligible for this benefit. If you are offering multiple memberships, you can assign multiple **User Types** to ensure they qualify for this promotion.

![Step 8 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/3c9b4b91-34ff-4300-90f5-7077248b51ae/6bf473f3-7550-4563-bdd2-a7308a36fbd9.png?crop=focalpoint&fit=crop&fp-x=0.4273&fp-y=0.3968&fp-z=2.7751&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=500&mark-y=319&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0yMDEmaD03MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 9. Valid User Types


Locate the **Valid User Types** selection and apply a checkmark to all user types that will receive this benefit's promotion.

![Step 9 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/27cf2923-51c4-4267-a983-c3341b26af9f/8968cbf0-fe13-4111-8e26-522237e56f21.png?crop=focalpoint&fit=crop&fp-x=0.3174&fp-y=0.6146&fp-z=2.0937&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=393&mark-y=330&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz03NjgmaD04OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 10. Valid Countries


You may want to define the **Countries** where this promotion is allowed. However, this is usually not an issue since the customer must purchase the membership to access the benefits. You can leave this field blank to make the promotion available in all countries.

![Step 10 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/63671aff-d81d-4bdf-92b6-e207b5e940e9/c6c68b93-d40f-4560-b56f-b15d3e9b7974.png?crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=277&mark-y=195&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz03NDYmaD0yNDMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 11. Click on Requirements


Next, navigate to the **Requirements** tab of your promotion setup.

![Step 11 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/53df392a-ab67-44ec-8a74-06e35de07f54/5449eb80-5481-4f01-a2b3-4fa7a4f3309f.png?crop=focalpoint&fit=crop&fp-x=0.5604&fp-y=0.3968&fp-z=2.6419&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=476&mark-y=321&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0yNDkmaD02OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 12. Product Category Requirement


In this example we will be using the product Category Requirements, their is a plethora of ways to configure this for individual products, departments, tags etc. But as this example is for 10% off all Ammo we will be defining the requirement by. In your deployment with the default taxonomy it is recommended that you would do this by department to cover all categories, unless you do want to specify just one specific category.  
  
Please Note - if more than one requirement is selected, the cart has to fulfill **all** the requirements to get the reward (e.g. if it's ammunition and firearms, you'll only get the discount if you buy ammo *and* a gun).

![Step 12 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/036b81d5-6560-45aa-8f8f-48151d6b4f36/4fc80f4a-6ed1-46b0-9bfb-99be6567cb8e.png?crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&fp-z=1.0019&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=288&mark-y=228&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0zMTQmaD02NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 13. Product Category Requirements


With the information established in this example, the requirement specifies that at least one product from the **Ammunition** category must be in the user's shopping cart for the discount to apply.

![Step 13 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/88137306-6342-4b23-a5f8-b1c6d0c62964/c8e35ecd-bba8-48c1-87a5-c666b06de249.png?crop=focalpoint&fit=crop&fp-x=0.4659&fp-y=0.8321&fp-z=1.2982&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=232&mark-y=486&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz03MzYmaD0xMzcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 14. Click on Rewards


Next, navigate to the **Rewards** tab of your promotion setup. Here, you will configure the discount applied as part of the member benefits when an **Ammunition** product is added to the shopping cart.

![Step 14 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/73152270-defd-41b3-8c63-8c900c130b1c/516c1500-8c85-42e4-a9d9-48cee852442b.png?crop=focalpoint&fit=crop&fp-x=0.6934&fp-y=0.3968&fp-z=2.9742&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=497&mark-y=316&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0yMDYmaD03NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 15. Category Discounts


Click the **plus** box in the **Categories Discount** section to create the rewards the customer will receive with this discount.

![Step 15 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/8162cf58-c5c2-4a1c-b4ba-abf74279bb0a/a5073711-ebc4-4b68-8212-4492fd8bca60.png?crop=focalpoint&fit=crop&fp-x=0.5014&fp-y=0.5000&fp-z=1.0019&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=293&mark-y=275&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz00ODQmaD02OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 16. Established Member Reward


As shown in the example below, the setup for the **Category Discount Reward** specifies that any item in the **Ammunition** category will receive a 10% discount if it meets the requirements we previously established. In this case, the requirement is that at least one item from the **Ammunition** category must be in the shopping cart.

![Step 16 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/266feca4-c7f2-4cd3-b08b-5861719269bb/444be12f-ae72-4170-a13e-fed76106f2c4.png?crop=focalpoint&fit=crop&fp-x=0.5401&fp-y=0.4977&fp-z=1.0937&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=205&mark-y=261&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz04MzMmaD0xMjQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 17. Click on SAVE


Click **SAVE** to finalize your newly created promotion.

![Step 17 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/eb0ec588-2a75-4db4-b761-7275a5a2b2b0/4119bc1a-8577-4fb2-b464-d8dbd1e9428a.png?crop=focalpoint&fit=crop&fp-x=0.2524&fp-y=0.1147&fp-z=2.7503&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=495&mark-y=188&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0yMTAmaD03MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 18. Customer Facing


Next, ensure you test your promotion to confirm it has the desired effect. Please note that for the promotion to work, the user you are logged in with must have the established subscription and **User Type**. In this example, I’m locating my **Ammunition** item in the shopping cart to verify the discount applies correctly.

![Step 18 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/e5d39394-7d4b-4da1-8208-2b86bd777fdd/9fbe1410-fe35-46e9-9c4f-2679f737bd89.png?crop=focalpoint&fit=crop&fp-x=0.0334&fp-y=0.7393&fp-z=3.1885&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=102&mark-y=329&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz01MiZoPTUyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 19. Click on ADD TO CART


Add the promotion product to your shopping cart.

![Step 19 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/9abcaa85-878e-4ea9-829f-f4de590c748d/1d8d4a6b-7b82-4e5b-a4fd-2e6db4e1779c.png?crop=focalpoint&fit=crop&fp-x=0.3241&fp-y=0.8095&fp-z=2.2163&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=399&mark-y=369&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz00MDImaD04MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 20. Click on CHECKOUT NOW


Click **Checkout Now** to proceed to the checkout page and view the applied promotion.

![Step 20 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/a743b529-4604-45ad-b1f4-9e09716678d2/ae343746-81ed-4336-8898-e71c9d96cf54.png?crop=focalpoint&fit=crop&fp-x=0.8767&fp-y=0.9676&fp-z=4.0000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=57&mark-y=538&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz0xMTAzJmg9MTU5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 21. Order Summary


On the checkout page, you will see an **Order Summary** tile. Here, you can verify the **Promotion Code** and the total savings applied as part of your promotion benefit.

![Step 21 screenshot](https://images.tango.us/workflows/dd2cb0b0-b728-4c96-b865-86c7cfcb7f94/steps/800b2955-1c60-412c-8385-55f275ca8367/270e1f37-386e-4645-a187-3d1a8850f901.png?crop=focalpoint&fit=crop&fp-x=0.8637&fp-y=0.5494&fp-z=1.5653&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=740&mark-y=146&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNEQjMwMzAmdz00MDcmaD00MTgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)