2.2.1 Buy a Membership Through a Recharge Package｜购买充值套餐后自动升级会员

> 💡 This guide explains how to use bonus XP from a recharge package to automatically upgrade a customer to a target membership tier.  
> 本指南说明如何通过充值套餐赠送 XP，让客户在购买套餐后自动升级到目标会员等级。

---

## 1. When to Use This Setup｜适用场景

Use this setup when customers obtain a specific membership tier by purchasing a recharge package, rather than by accumulating XP through continuous spending.

适用于客户通过购买充值套餐获得指定会员等级，而不是依靠持续消费慢慢累积 XP 的场景。

For example, a customer purchases a VIP recharge package, receives the configured bonus XP and automatically upgrades to VIP.

例如，客户购买 VIP 充值套餐后，获得套餐赠送的 XP，并自动升级为 VIP。

This guide applies to merchants using the new Membership Growth System.

本指南适用于已经启用新版会员成长体系的商户。

---

## 2. How It Works｜实现原理

A recharge package is not directly linked to a membership tier. The system first adds the bonus XP configured for the recharge package to the customer’s current XP.

充值套餐不会直接绑定某个会员等级。客户成功购买套餐后，系统会先将套餐配置的赠送 XP 加到客户现有 XP 中。

The system then compares the customer’s updated total XP with the membership tier thresholds. If the total XP reaches a tier threshold and that tier allows Automatic Upgrade, the customer automatically enters the corresponding tier.

系统随后会将客户更新后的总 XP 与会员等级门槛进行比较。如果总 XP 达到某个等级门槛，并且该等级允许自动升级，客户就会自动进入相应等级。

> **Current XP + Bonus XP from the Recharge Package = Updated Total XP**  
> **客户现有 XP＋充值套餐赠送 XP＝购买后的总 XP**

The membership tier is determined by the updated total XP, not by the recharge package name or purchase amount.

最终会员等级由购买后的总 XP 决定，与充值套餐名称或套餐售价没有直接对应关系。

---

## 3. Configuration Overview｜设置流程

Complete the setup in the following order:

请按照以下顺序完成设置：

1. Create or confirm the target membership tier.  
   创建或确认目标会员等级。

2. Set the XP threshold and enable Automatic Upgrade for the target tier.  
   设置目标等级的 XP 门槛，并开启自动升级。

3. Decide whether the purchased membership tier should participate in Periodic XP Decay.  
   确认购买后获得的会员等级是否需要参与定期成长值衰减。

4. Configure the bonus XP granted by the recharge package.  
   设置充值套餐赠送的 XP。

5. Test the complete purchase and upgrade process.  
   测试完整的购买与升级流程。

---

## 4. Step 1: Configure the Target Membership Tier｜第一步：设置目标会员等级

Go to **Membership → Tier Management** and create a new membership tier or edit an existing tier.

进入 **Membership → Tier Management（会员 → 等级管理）**，新增会员等级或编辑已有等级。
![](/media/202609/2026-09-11_163335_5729600.9105703549276027.png)

Configure the following settings:

请重点检查以下设置：

| Setting｜设置项 | Recommended Configuration｜建议设置 | Meaning｜说明 |
|---|---|---|
| Tier Name｜等级名称 | Enter the membership name displayed to customers.｜填写展示给客户的会员等级名称。 | For example: VIP or Premium Member.｜例如 VIP 或 Premium Member。 |
| XP Threshold｜门槛成长值 | Set the XP required to enter this tier.｜设置进入该等级所需的 XP。 | The customer’s total XP after purchasing the package must reach this threshold.｜客户购买套餐后的总 XP 必须达到该门槛。 |
| Automatic Upgrade｜是否可以自动升级 | Select **Yes**.｜选择**是**。 | If this setting is disabled, the customer will not automatically enter this tier even when the XP threshold is reached.｜如果关闭，即使客户已经达到 XP 门槛，也不会自动进入该等级。 |
| Periodic XP Decay｜定期衰减规则 | Turn off decay if the purchased tier should not be downgraded through scheduled XP decay.｜如果购买后不希望客户因定期衰减而降级，请关闭衰减。 | Automatic Upgrade and Periodic XP Decay are separate settings.｜自动升级和定期衰减是两个独立设置。 |
| Member Benefits｜会员权益 | Enter the benefits available to members of this tier.｜填写该等级可以享受的会员权益。 | The English and Chinese descriptions are displayed in the customer-facing membership centre.｜英文和中文说明会展示在客户端会员中心。 |
![](/media/202609/2026-09-11_163435_3124370.6307070792021454.png)

### Automatic Upgrade｜自动升级

Automatic Upgrade must be enabled for the target tier. This setting controls whether a customer can automatically enter the tier after reaching its XP threshold.

目标等级必须开启自动升级。该设置决定客户达到等级门槛后，能否自动进入该等级。

Automatic Upgrade only controls entry into the tier. It does not control whether the customer may later be downgraded.

自动升级只控制客户能否自动进入该等级，不控制客户后续是否会发生降级。

### Periodic XP Decay｜定期成长值衰减

If the purchased membership should remain valid without scheduled XP deductions, turn off Periodic XP Decay for the target tier.

如果购买后获得的会员等级不需要定期扣减 XP，请关闭目标等级的定期成长值衰减。

When decay is disabled, members in this tier will not be downgraded because of scheduled XP decay.

关闭后，处于该等级的会员不会因为定期成长值衰减而降级。

If the membership programme requires members to continue spending to maintain the tier, refer to the continuous spending and decay guide instead.

如果业务要求会员后续持续消费才能保持等级，请参考“持续消费升级、保级与降级”指南。

---

## 5. Step 2: Configure the Recharge Package｜第二步：设置充值套餐

Go to the recharge package configuration page and create a new package or edit an existing package.

进入充值套餐设置页面，新增充值套餐或编辑已有套餐。

Configure the package price, stored-value amount, customer-facing description and the bonus XP granted after a successful purchase.

设置套餐售价、充值到账金额、客户端说明，以及客户成功购买后可以获得的赠送 XP。
![](/media/202609/2026-09-11_163619_4830840.11808824546656604.png)

The bonus XP should be configured according to the target tier threshold.

套餐赠送 XP 应根据目标会员等级的成长值门槛进行设置。

Before saving, calculate the expected total XP after purchase:

保存前，需要先计算客户购买套餐后的预计总 XP：

> **Customer’s Current XP + Package Bonus XP = Total XP Used for Tier Evaluation**  
> **客户当前 XP＋套餐赠送 XP＝系统用于判断等级的总 XP**

Make sure the resulting total XP reaches the intended tier threshold without unintentionally reaching a higher tier threshold.

需要确保购买后的总 XP 可以达到目标等级门槛，同时不会意外达到更高等级的门槛。

---

## 6. Configuration Example｜设置示例

The following values are examples only. Use the actual values required by your membership programme.

以下数值仅用于说明，实际设置请以商户的会员方案为准。

| Item｜项目 | Example Configuration｜示例设置 |
|---|---|
| Target Membership Tier｜目标会员等级 | VIP |
| VIP XP Threshold｜VIP 成长值门槛 | 1,000 XP |
| VIP Automatic Upgrade｜VIP 自动升级 | Yes｜是 |
| VIP Periodic XP Decay｜VIP 定期衰减 | Off｜关闭 |
| Recharge Package Price｜充值套餐售价 | S$100 |
| Bonus XP｜赠送成长值 | 1,000 XP |
| Customer’s Current XP｜客户购买前成长值 | 0 XP |
| Total XP After Purchase｜购买后的总成长值 | 1,000 XP |
| Upgrade Result｜升级结果 | Customer automatically upgrades to VIP.｜客户自动升级为 VIP。 |

In this example, the customer starts with 0 XP. After purchasing the package, the customer receives 1,000 XP. Because the VIP threshold is 1,000 XP and Automatic Upgrade is enabled, the customer automatically upgrades to VIP.

在这个示例中，客户购买前拥有 0 XP。购买套餐后，客户获得 1,000 XP。由于 VIP 的等级门槛为 1,000 XP，并且已经开启自动升级，因此客户会自动升级为 VIP。

If the customer already has XP before purchasing the package, the system uses the total XP after adding the package bonus.

如果客户购买套餐前已经拥有 XP，系统会使用加上套餐赠送 XP 后的总 XP 判断会员等级。

For example, if the customer already has 200 XP and the package grants 1,000 XP, the customer will have 1,200 XP after purchase. When designing tier thresholds, confirm that 1,200 XP will not unintentionally qualify the customer for a higher tier.

例如，客户购买前已经拥有 200 XP，而套餐赠送 1,000 XP，购买后客户将拥有 1,200 XP。设置等级门槛时，需要确认 1,200 XP 不会让客户意外进入更高等级。

---

## 7. Important Configuration Notes｜重要设置说明

### The Recharge Package Is Not Directly Bound to a Tier｜充值套餐不会直接绑定会员等级

The recharge package only grants XP. The system determines the customer’s membership tier based on the updated total XP and the configured tier thresholds.

充值套餐只负责赠送 XP。系统会根据客户更新后的总 XP 和各会员等级门槛判断最终等级。

Therefore, changing the package name does not change the upgrade result. The upgrade result changes only when the granted XP, tier thresholds or Automatic Upgrade settings change.

因此，仅修改套餐名称不会改变升级结果。只有套餐赠送 XP、等级门槛或自动升级设置发生变化时，升级结果才会改变。

### Check Higher-Tier Thresholds｜检查更高等级门槛

A customer may already have XP before purchasing the package. Always test the package using different starting XP values to confirm that customers do not enter an unintended higher tier.

客户购买套餐前可能已经拥有一定 XP。建议使用不同的初始 XP 进行测试，确认客户不会进入非预期的更高等级。

### Spending XP Also Counts｜消费获得的成长值也会累计

If the merchant has configured Spending-to-XP Conversion, XP earned from eligible spending and XP granted through recharge packages are added to the same XP balance.

如果商户已经设置消费转换成长值，消费获得的 XP 与充值套餐赠送的 XP 会累计在同一个成长值余额中。

If the target tier should only be obtained by purchasing a package, review the Spending-to-XP Conversion settings and tier thresholds to prevent ordinary spending from reaching the same tier unintentionally.

如果目标等级只允许通过购买套餐获得，需要同时检查消费转换比例和等级门槛，避免普通消费也能意外达到该等级。

### Reward Points and Membership XP Are Different｜奖励积分与会员成长值不同

The Points Earning Multiplier affects reward points and does not determine the customer’s membership tier.

积分获取倍率影响的是奖励积分，不决定客户的会员等级。

To trigger a membership upgrade, confirm that the recharge package grants membership XP or Growth Value, rather than only reward points.

如果需要触发会员升级，请确认充值套餐赠送的是会员 XP 或成长值，而不仅是奖励积分。

---

## 8. Test the Purchase and Upgrade Result｜测试购买与升级结果

Before making the recharge package available to customers, complete one full test using a test member account.

正式开放充值套餐前，请使用测试会员完成一次完整测试。

Record the member’s current XP and membership tier before the purchase.

购买前，先记录测试会员当前的 XP 和会员等级。

Complete the recharge package purchase, then verify the following results:

完成充值套餐购买后，检查以下结果：

- The package purchase is completed successfully.  
  充值套餐购买成功。

- The configured bonus XP has been added to the member’s XP balance.  
  套餐设置的赠送 XP 已经增加到会员的成长值余额中。

- The member’s total XP is calculated correctly.  
  会员购买后的总 XP 计算正确。

- The member automatically enters the intended membership tier.  
  会员自动进入预期的会员等级。

- The benefits displayed in the Membership Centre match the target tier.  
  会员中心展示的权益与目标等级一致。

> [Screenshot placeholder — English customer interface: Membership Centre after the customer has upgraded]  
> [截图占位——请放英文客户端界面，展示客户升级后的会员中心]

---

## 9. Checklist Before Launch｜上线前检查

- Confirm that the target tier’s XP threshold is correct.  
  确认目标等级的 XP 门槛设置正确。

- Confirm that Automatic Upgrade is enabled for the target tier.  
  确认目标等级已经开启自动升级。

- Confirm that the package grants XP or Growth Value, not only reward points.  
  确认套餐赠送的是 XP 或成长值，而不仅是奖励积分。

- Confirm that the customer’s total XP after purchase reaches the intended tier.  
  确认客户购买后的总 XP 可以达到目标等级。

- Confirm that the resulting XP does not unintentionally reach a higher tier.  
  确认购买后的 XP 不会意外达到更高等级。

- Confirm whether Periodic XP Decay should be enabled or disabled for the purchased tier.  
  确认购买后获得的等级是否需要开启定期成长值衰减。

- Confirm that normal spending will not unintentionally allow customers to enter a purchase-only tier.  
  如果该等级只允许通过购买获得，确认普通消费不会让客户意外进入该等级。

- Complete at least one end-to-end purchase and upgrade test before launch.  
  上线前至少完成一次完整的购买与自动升级测试。