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.
You use Prospective Members to track potential members and the memberships they are interested in purchasing. You can use the Prospective Members screen to email to prospective members, add them to campaigns and convert them to full members. For more information on Membership, see Membership Overview.
Add a Prospective Member
To add a prospective member:
- Click the Prospective Members link from the Main Menu. The Prospective Members page opens.
- Click the Add button. The Add Prospective Members window opens.
- Select the account or contact for the prospective member from the Account drop down. If the account or contact does not already exist in the database, click the Add (to add an account) or Add Contact link in the bottom left of the drop-down.
- Select the status for the prospective member from the Prospective Member Status drop-down.
- Select the membership type the prospective member is interested in from the Membership Type drop-down.
- Click OK.
Convert a Prospective Member to a Member
To convert a prospective member to a member:
- Click the Prospective Members link from the Main Menu. The Prospective Members page opens.
- Select the prospective member you need to convert to a member.
- Right-click and select Convert To Member. The Add Individual Membership window opens.
- Enter the information for the membership. See Add Memberships to Members for details on the available fields.
- Click OK. The membership is added to the contact and the appropriate number of orders based on the membership type’s periods and installments are created.
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