Membership Grid and Purchases
How can I use the Memberships grid?The Memberships grid has two versions for viewing membership transactions. The default view is called the Summary view. Here you can see the most recent membership transaction for each constituent. This grid operates like any other grid within the software and will offer the abi…What is the difference between the Summary and Details Views on the Memberships grid?Both the Summary and Details Views on the Memberships grids will display information about membership transactions. However, the default Summary View will only show the most recent membership transactions for each constituent. So, for each individual or group membership, the Sum…How do I purchase or record a membership on behalf of a constituent?There are a few options for entering a membership on behalf of your constituent. You can create a new membership or renew a membership from the constituent's Membership tab. You can enter a new membership from the Membership grid and you can go directly to your membership page t…Where can I see the people that have signed up for a membership?You can see a list of all the people who have signed up for a membership on the Membership grid. Go to Workspace Memberships Memberships. Here you will have the option to see a Summary or Detail view of Membership grid and see all the membership transactions.Do I see membership purchases on my Transactions grid?Yes, membership purchases are visible on the Transactions grid. Membership transactions are identified by the type "Membership." You can filter the grid to show only memberships by using the Quick Queries and choosing "Memberships."What are the required fields that a member will have to fill out?In order to purchase a membership, the member must select a level and fill out all the registration name and contact information at the bottom of the page. You can require other fields, like document acknowledgement, payment options, and additional information fields you have ma…What is the difference between Current Status and Status?"Status" is the status of that specific membership transaction, "Current Status" is the overall status of the member. The Membership - Summary grid will only show the most recent membership transaction for the constituent, so only one membership transaction record will be visibl…What do the different membership statuses mean?On the Memberships grid, there are two status fields,Status and Current Status. Both fields can display different status values. The Current Status remains the same between the Summary and Details Views of the grid, however the Status changes depending on the grid's view. Curren…What is the difference between the Current Expiration Date and the Expiration Date?Expiration Date or Exp Date will display the date for that specific membership transaction. Current Expiration Date displays the date for the most recent membership transaction for this specific constituent. On the Memberships grid in the Details View, you will see all the membe…How do I remove a constituent from an existing group Membership?After a membership has been purchased, you are unable to remove the membership owner from the membership transaction. If you need to make a change who owns the membership, you can transfer a membership to a new owner. See this article for more information: However for the sub-me…Can I remove a constituent that has been accidentally added to a membership?Yes, you can remove a member from a group membership by going to the Membership tab in the purchaser's record. Select the row of the member you wish to remove and click on the unlink icon in the 1st column. You can unlink anyone who is not a Head Of Household.How do I add another constituent to an existing group membership?On the Memberships grid in the default Summary View, find the record for the membership you wish to add a new member to. Select that membership transaction by clicking on it and the row will highlight in blue. Once it is highlighted, Click the +New menu option above the grid and…Can members sign up for emails when they purchase a membership?Yes, in Membership Settings under the General Content & Display Options section you can turn on “Show email subscription lists.” This will show your email list categories on the membership page for members to subscribe to. You can also customize the label of the email list categ…How do I generate a Batch Renewal for memberships?Batch Renewals allow you to renew groups of memberships at once. This feature is most often used by organizations which send invoices to all their memberships for renewals. Please note that Batch Renewals assume the membership will levels and secondary members will the be same a…How do I acknowledge a Membership transaction?After a membership transaction has been submitted, you can generate a mail merge letter to acknowledge it. This mail merge letter can allow for specific information about the transaction and member to be inserted into the body of the letter so it can be used for more than just a…How do I enter payment on pay later membership transaction?Payment can be entered on the Memberships - Detail grid or within the constituent record of the Head of Household or membership owner on their Memberships tab. On the Memberships grid, for any memberships with an outstanding balance you will see an amount greater than $0 in the…How do I edit a membership transaction?On the Memberships grid Summary or Default View, you will see a blue Pencil and Paper icon on the far left of each transaction row. When clicked, this icon will allow you to edit the membership transaction. You will be able to edit which membership page and level the transaction…How do I renew a membership internally?Renewing a membership can be done several ways. Your members can renew their own memberships via your membership page. You can set up auto-reminders, send emails, and letters to remind your members to renew. If you have the Advanced Portal features activated, members can also re…How do I delete a membership transaction?If you need to remove a membership transaction, you can delete it by clicking the Trashcan icon that appears on the Memberships grid on the same row as the transaction. The Trashcan icon will be on the far left of the grid next to the Edit icon. After clicking the icon, you will…How do I find which memberships are about to expire?On every membership transaction, there is an Exp Date field that can be used to determine when that specific transaction will expire. You will also find a column on the Memberships grid called # of days until expiration. This column can be helpful if you don’t wish to filter by…What is the Membership Profile ID?The Membership Profile ID is a unique number assigned to each constituent as they become a member. This number will stay with the constituent and be listed on all their future membership transactions.What is the Membership ID?The Membership ID is a unique value assigned to each membership transaction. The ID will always have a “CM-“prefix which is followed by a number going up from “00001”. This ID will help track group memberships on the Memberships grid - Detail View as all the constituents include…Membership Internal EntryTo enter a membership transaction on behalf of a constituent using the Internal Entry form, you can navigate to Workspace General Membership Memberships. Once on that page, mouse over the +Newmenu and select Membership Internal. This will launch the internal entry form. This for…Membership TransferAfter submission of a membership transaction, the Head of House (HOH) or membership owner record can be transferred from one constituent to another in 2 different places within the software: the main Memberships grid or on the Membership tab within a constituent’s record. Transf…Membership Status Renewal SettingsDefault Renewal Settings: By default, for a membership transaction to be identified with the Status of Renewal an existing constituent with a membership needs to submit a new purchase of the same membership level as they purchased during their previous membership transaction. Fo…Membership Renewal Grace PeriodUnder your Account Settings click on the Option section and you will find a setting under Memberships row called, Membership Renewal Grace Period (Days). A grace period allows you to maintain membership expiration dates as the same month/day as long as the member renews (purchas…How does the auto renew feature work for memberships?Setting Up Auto-Renewals Auto-renewal can be set be set in the Membership Setup tab for any membership page. - Select Enable Auto-Renewal toYES.A box will appear above the registration information to opt-in to auto-renewal. - You can customize the label in the Auto-Renewal Comme…Accrual Membership PaymentsFor customer who collect payment upfront for their memberships but need those payment to display broken out across the duration of the membership you can go into your Account Setting and under the “Options” section turn on the “Use Accrual Membership Payment” setting. With the s…How do I send or print a membership receipt?A thank you email with transaction information is sent automatically for memberships entered through a membership page. You can edit this thank you email on the Thank You Message tab. Thank you emails are edited using the Email Editor and you can watch the video here. If you nee…What does a Current Status of "Pending" mean for a membership?A member that has a Current Status of "Pending" means that the membership was purchased as "pay later" and the entire balance is still owed. Pending members will not be able to purchase discounted event tickets and will not be shown on the membership directories. Pending members…How do the pay later options affect a membership?There are two types of "pay later" options for a membership. Either option (or both) must be activated on the membership page's Settings tab. - Option 1 - the member elects to pay with recurring payments. You activate this option by turning on "Allow Recurring Payments." - Optio…How can I create a complimentary or free membership?You can either create a membership level with $0 price or you can create a 100% off coupon. 1. To create a coupon, go to the Membership page's Membership Set Up tab. 2. Click on the Coupons sub-tab. 3. Click on the +Add Coupon button. 1. In the new window enter an alpha-numeric…Managing Recurring Membership PaymentsRecurring payments is an option that can be activated on your membership page to allow your members to pay for their memberships in installments. If you allow recurring payments, you should turn OFF the Pay Later option, so that a credit card must be entered to charge the recurr…How can a member exclude themselves from the membership directory?You can make this an option they can select from your membership page on the Membership Directory tab. Set Allow members to exclude from online directory to YES. Be sure to click Saveif you are updating this field. The member will see this as an option above the Registration Inf…What options are available for setting up membership renewals?- There are several options for membership renewals. You can use the: - Auto renewal feature available when you set up the membership page which will automatically renew the member and charge their credit card on file. - Membership Auto-Reminders to send a link automatically to…