Managing members

Managing memberships

Zendra maintains a searchable, filterable list of all your members in the admin. You can view key membership details — the plan name, membership status, start date, and cancellation date — alongside how customers access their membership (signup, purchase, or automatic trigger).

The memberships list lets you filter by plan, status, or search by customer email or name. You can also bulk update multiple memberships at once.

Clicking on a member’s record opens the membership detail page, where you can see their full membership history, active perks, and any associated metadata.

Cancelling and deleting memberships

When you cancel a membership, the member keeps their access through the end of their paid billing period, with a “pending cancellation” status. This is a graceful cancellation — they retain the benefits they’ve already paid for until the pre-paid period is over, but won’t be charged again.

Once a membership is cancelled (manually, or at the end of a pre-paid period), all associated perks are immediately revoked. This includes discounts, content access restrictions, product gating, and shipping benefits. The member loses access to restricted products and collections, and any membership-tied pricing reverts to your standard pricing.

You can permanently delete a membership from the membership detail page. A confirmation dialog appears to prevent accidental deletion. Once deleted, the membership is removed from your records entirely.

Automatic customer segments

Zendra automatically creates and maintains customer segments in Shopify based on your membership plans. These segments are powerful — they let you target members in marketing campaigns, sync to email platforms, and trigger Shopify Flow automations.

An Active members segment is created automatically when you first install Zendra. This segment contains all customers with at least one active membership, and updates in real time as memberships activate or expire.

For each of your membership plans, Zendra creates a corresponding plan-specific segment. If you have a Gold Plan and a VIP Access plan, you’ll get segments called “Active Gold Plan members” and “Active VIP Access members.” These segments contain only customers with an active membership to that specific plan.

Segments are created when you create a plan, renamed if you rename a plan, and removed when you delete a plan. Behind the scenes, segments use Shopify metafields — app-managed data that can’t be accidentally edited by staff. This ensures your membership data stays accurate and consistent.

You can use these segments to:

• Target marketing campaigns — Create email campaigns in Shopify or sync segments to Klaviyo, Mailchimp, or other email platforms to reach members with specific messaging.
• Trigger automations — Use segments in Shopify Flow to send win-back emails when members churn, or reward members on renewal milestones.
• Filter customers — Use segments to filter the customer list in the Shopify admin to see who has an active membership.

Customer metafields

Zendra syncs key membership data to Shopify customer metafields. These fields are read-only and managed entirely by Zendra — you can view them to understand customer status, but can’t edit them directly. The app updates them automatically whenever membership status changes.

Member status — Shows whether a customer is “active” (has at least one active membership), “inactive” (all memberships have expired), or “none” (never had a membership).

Active plans — Lists all the plans the customer currently has an active membership to, using plan slugs (the internal name) rather than display names. If a customer has both Gold and VIP access, this field shows both plan slugs. This ensures the data remains stable even if you rename a plan.

Member since — The date the customer first activated any membership. Once set, this date never changes — even if the customer cancels and rejoins later, it reflects their original membership activation date.

Using member data in Shopify

Once Zendra syncs membership data to customer metafields, Shopify’s native tools let you build on top of it.

• Segments — Filter and target customers by membership status and active plans in the Shopify admin, email campaigns, and Flow automations (covered above).
• Shopify Flow — Create automations triggered by metafield changes. For example, send a win-back email when member_status changes from “active” to “inactive,” or send a thank-you message when a specific plan slug is added to the active_plans field.
• Liquid themes — Access membership metafields in your theme templates to show member badges, plan-specific product recommendations, or personalized content. For example, check if a customer’s member_status is “active” to show a loyalty badge, or check if their active_plans includes a specific slug to gate exclusive content.
• ShopifyQL and Analytics — Reference metafields in Shopify Analytics for cohort analysis and member reporting. Create custom reports comparing member and non-member behavior, or track retention by plan.
• Revenue attribution — Zendra tags all orders placed by active members. Use these order tags in Shopify Analytics to report on member-sourced revenue separately from non-member revenue.

Plan slugs

Each membership plan has a unique slug — an internal identifier visible in the plan detail page header. Slugs are auto-generated from your plan name the first time you save the plan, but they never change even if you rename the plan later. This permanence makes slugs reliable identifiers for use in metafields, segments, and integrations.

You’ll see your plan’s slug at the top of the plan edit page. If you need to reference a plan by identifier in Shopify Flow, Liquid theme code, or any integration, use the slug rather than the display name. The slug ensures your automations and templates continue to work correctly, even if you rebrand your plans.