Membership was rewritten in v30.97 to use a new process. For continuity purposes, the previous Membership functionality remains available but is referred to as Legacy Membership. In v30.97 and later, membership functionality is referred to as Membership.
Membership types are the memberships you offer to your members.
Add a Membership Type
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Click the Add button. The Add Membership Type screen opens.
- Enter the necessary information:
- Description - Name for the membership type.
- Code - Unique alphanumeric code.
- Class - Select if the membership type applies to individuals (Individual) or groups (Group).
- Category - Default membership category for the membership when the membership type is assigned.
- Status - Default membership status for the member when the membership type is assigned.
- Grace Period - Number of days a member has to renew or pay before the membership is terminated.
- Select the Validations tab. You use validations to restrict the membership type to specific members based on criteria in a campaign or SQL validation.
- Select your validation criteria:
- None - No validation for the membership type.
- Campaign - The membership type validates against the campaign selected in the Campaign drop-down.
- SQL Statement - The membership type validates against a SQL statement. Enter the SQL statement into the SQL Statement field. Note: Do not use quotes in the wildcards in your SQL statement. The wildcards that can be passed in via your SQL statement are *AcctCode and *OrgCode.
- Restriction - Select what happens if the member does not meet the validation requirements for the membership type:
- Warn if registrant is outside of criteria - You can assign members who do not meet the validation requirements to the membership type but receive a warning that they do not meet the criteria.
- Do not allow members outside of criteria - You cannot assign members who do not meet the validation requirements to the membership type.
- Select the Membership Periods tab. These are the membership periods available for the membership type.
- Click the Add button. The Add Membership Period screen opens.
- Enter the necessary information. See Membership Periods for details about the available fields.
- Select the Notes tab. The notes entered here display in the Member Portal.
- Click the Add button. The Add Note screen opens.
- Enter the note. See Notes for details on the available fields.
- Click OK.
Change a Membership Type
You can change the information for a membership type except for the Code and Class after you have created it. Changing the information for a membership type does not update existing memberships when the membership type is assigned. Only future memberships are assigned the type.
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Select the membership type to edit.
- Right-click and select Edit. The Edit Membership Type screen opens.
- Update the necessary information.
- Click OK.
Inactivate a Membership Type
If you no longer use a membership type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a membership type inactive, it is no longer available for selection for membership.
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Select the membership type to make inactive.
- Right-click and select Edit. The Edit Membership Type screen opens.
- Uncheck the Active check box.
- Click OK.
Delete a Membership Type
If you no longer use a membership installment and don't want to keep a record of it, you can delete it. You cannot delete membership types assigned to individual or group memberships. You cannot undo the delete process.
- Click the Membership Types link from the Main Menu. The Membership Types screen opens.
- Right-click on the membership type to delete.
- Select Mark for Delete.
- Click the Save button.
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