Portal Features for Memberships
If you have the advanced portal activated and you have selected Memberships in the list of options available for the portal, your constituents will be able to see their most current membership information, history of membership transactions, renew their memberships, access members only documents, and view the members-only versions of the membership directory.
Note that the member must create their portal account with the same name and primary email as is saved in DonorView. Using a different name or email will not reveal any membership information.
If a constituent has a current membership, they will see the most recent membership listed in the top right corner of the page. If there is no active membership, there will be no membership card shown.
If digital membership cards were included with the membership at the time of purchase, they will also see a link to Add to Apple or Google Wallet. If digital membership cards were not included in this membership, they will only see the link to download the pdf file.
Clicking on the Memberships icon, a new grid will open to show a list of all membership transactions. At the top of the page lists the Current Status and the Current Membership Expiration Date.
The top dropdown list will show an option to Enroll or Renew a Membership with a list of all available membership pages.
The second dropdown list will show a list of Memberships you already have and their status. Selecting a membership from the list will show the membership level, the Current Status, the number of days remaining for the membership, and the auto-renew status if applicable.
Clicking on Show Directory will open the link to the membership directory for that page from the portal.
The Show Badge button also opens the member's membership card.
To renew a membership, the member can also see a list of all membership transactions. If they click on the Details link next to the transaction record to open the window and click Renew Membership. This will populate the member's contact information and all the information from the previous membership purchase, including the names of additional members for a group membership.
If there is a balance due for the membership, the amount will show as red, and clicking on details will include a link to Pay Membership.
Clicking the link to Pay Membership will open a new window for the member to select a credit card on file from the drop down list or click on +Add Credit Card to add a card to the list and select it.
Once the card number is selected, the member can click on Submit Payment and receive a confirmation and return to the memberships information.
The user can navigate to another module using the links on the left menu or go to the homepage by clicking on the organization's logo in the top left corner.