The Membership Setup is the third step in the creation of a membership form. Here you will create the different levels of membership that constituents can sign up for. You can also create Add-Ons that can be purchased with a membership, a document that can be visible on the membership form for acknowledgment or coupon code that can be used for discounts during checkout.


 

The first sub-tab within this step is called Levels. Here is where each of your membership levels can be created, copied, or edited. There is no limit to the number of levels you can create.

 

To create a new membership level, click the “+ Add Level” button and a new prompt window will appear on your screen. This window will display all the available options and features for the setup. There are also two tabs on this window, the first is Level Info and the second is Upload Image, which will allow you to upload an image that will appear within the Membership Level on the form. Below are the descriptions for each of the fields appearing on the setup of a Membership Level.

 

Sort Order – Enter a number, the lower the number the higher this Membership Level will appear on the page.

Name – Enter the text that will display as the title for this Membership Level.

Description – Enter the text that will display as a Description for that this Membership Level is or includes.

Monthly Membership – Select Yes if this Membership Level should expire Monthly.

Duration (Days) – Enter a number, if the Membership should expire after that many days have passed from the original transaction date.

Expire on Last Day of the Month – Select Yes if the expiration date should be pushed to the end of the month in which their expiration would occur.

Expiration Date – Enter a specific date if you prefer for all transactions for this Membership Level to expire on that same date.

Lifetime – Select Yes if there should be no set expiration and the transaction should stay active forever.

Price – Enter the cost for this Membership Level.

Non-Refundable Fee – Enter how much of that cost would not be refunded.

Tax-Deduct. Amount – Enter how much of that cost is Tax-Deductible.

# Of Adults – Enter how many Adults/Constituents can be added to a Group Membership.

# Of Dependents – Enter then how many Dependents can be added to that same Group Membership.

Create Dependents as Constituents – Should the depends entered on the Membership be created as constituents visible in the CRM?

# Of Additional Adults Allowed – Enter the number of additional Adult/Constituents that can be added to this Membership Level beyond the amount you entered for # Of Adult.

Price Per Additional Adult – Enter the additional cost that would be added to their transaction total for each Adult/Constituent added to the Membership beyond the # of adults you already stated.

# Of Add. Dependents Allowed – Enter the number of additional Dependents that can be added to this Membership Level beyond the amount you entered for # Of Dependents.

Price per Additional Dependent – Enter the additional cost that would be added to their transaction total for each Dependent added to the Membership beyond # Of Dependents you already stated.

Adult's Relationship to Dependent – When the Create Dependents as Constituents setting is set to Yes, the following 5 fields will be added to the setup. This field allows you to select what value will be assigned as the adult’s relationship to the Dependent in an automatically created relationship record between the two constituents.

Dependent's Relationship to Adult – Select the reverse relationship values, what is the relationship of the Dependent to the Adult.

Relationship Category – Select a category value to tag the relationship.

Adult's Constituent Category – Select what category value the Adult Members should automatically be subscribed to.

Dependent's Constituent Category – Select what category value the Dependent Members should automatically be subscribed to.

Default Gift For – Select which value will be assigned as the for this Level’s transaction record.

Default Fund – Select which value will be assigned as the Fund for this Level’s Add-On’s transaction record.

Default Event – Select which value will be assigned as the Event for this Level’s Add-On’s transaction record.

Default Appeal – Select which value will be assigned as the Appeal for this Level’s transaction record.

Subscribe to Email List – Select which Email List the purchaser will be automatically subscribed to after submission.

Inactive – When set to Yes, this Level will be hidden from the form.



Add-Ons

After the Level Info tab, you see the Add-Ons sub-tab. Here you will be able to create additional items that can be purchased alongside a Membership Level. Examples of Add-Ons could be optional fees for items like lockers or other rentals or merchandise for sale.


 

Like setting up a Membership Level, you can create as many Add-Ons as you wish. To create a new Add-On, click the “+ Add Add-On” button. This will launch a new prompt window and allow you to set the available options and features for that item. There are two tabs on this window, the first is Add-On Info, and the second Upload Image which will allow you to upload an image that will appear within the Add-On on the Membership form. Below are the descriptions for each of the fields appearing on the setup of an Add-On.

 

Sort Order – Enter a number, the lower the number the higher this Add-On will appear on the page.

Name – Enter the text that will display as the title for the Add-On.

Description – Enter the text that will display as a Description for that the Add-On is

Price – Enter the cost of this Add-On

Non-Refundable Fee – Enter how much of that cost/price will not be refunded.

Capture designated caregiver information – If the add-on requires additional information to be provided for a caregiver set this field to Yes.

Default Gift For – Select which value will be assigned as the for this Add-On’s transaction record.

Default Fund – Select which value will be assigned as the Fund for this Add-On’s transaction record.

Default Event – Select which value will be assigned as the Event for this Add-On’s transaction record.

Default Appeal – Select which value will be assigned as the Appeal for this Add-On’s transaction record.

Inactive – When set to Yes, this Add-On will be hidden from the form.

 

 

 

Document

After the Add-Ons sub-tab, you will find the Document sub-tab. Here you will be able to upload a document that will be displayed on the membership form. This document will show as a clickable link that will download the file onto the viewer's computer or mobile device. Along with the document, you are also able to customize the Headline displayed before the document and the text of the clickable link. You can also require that the document be acknowledged by checking a box on the membership form. Below are the descriptions for each of the fields appearing on the setup of a Document.


 

Document Name – Here you can enter the text that will be displayed as the clickable text to download the document.

Headline – Here you can enter the text that will proceed with the Document Name on the membership form.

Requires Acknowledgement – When set to Yes, it will require the member to check a box on the form next to the document Headline and Name before they can submit the transaction.

 

To show how the Headline and Document Name are displayed on the Membership form, please see the following example:

Document Name = Wavier

Headline = Please acknowledge that you agree to the

 

Please acknowledge that you agree to the Museum Rules

 

 

Coupons

The final sub-tab within the Membership Setup is for the setup of Coupon codes. These codes can be used by both internal users and Members to give discounts on Membership transactions. Listed on the grid will be any previously created coupons. You will also find a checkbox with the title, “Include Expired Coupons,” if you wish to also see coupon codes that are no longer active. The coupon codes shown and created here are also shared with those created within the Events module.


 

To create a new coupon code, click the “Add Coupon” button. This will launch a new prompt window and allow you to set the available options and features for that Coupon. Here you can set up the code itself along with setting Quantity, Dates, and the Discount. Below are the descriptions for each of the fields appearing on the setup of a Coupon.

 

Code – Insert the value that can be entered on the membership form to unlock the discount.

Quantity – Enter how many times this coupon code can be redeemed. If you leave the value at 0.00 the coupon will have unlimited redemption.

Start Date – Enter the date the coupon will become active for use.

End Date – Enter the date the coupon will become inactive. Not the coupon will become inactive at 12:01 am on the day you select.

Amount – Enter the total amount that should be discounted from the Membership Level Price.

Percent – Or if you don’t want a specific amount as the discount, you can instead enter in a percent. You can only enter one or the other, Amount or Percent for your coupon.


 

Once you have filled out the fields, you can click the “Update” button to generate the coupon. You will then be able to edit or delete that coupon until it is redeemed on a Membership or Event form. To edit a coupon, click the Pencil and Paper Icon that appears on the coupon row to the left.

 

After completing your coupon, you are then able to assign which Membership Level or Levels the coupon can be used on. On the grid, select the desired coupon and it will highlight in blue. Below the coupon grid, you will then see a list of all your Membership Levels. Checkmark which levels this coupon can be used on for a discount.

 

As your coupons are used, this grid will also be able to show you how many times each coupon has been redeemed.

 

Once you have completed each of these sub-tabs as needed, you can click “Save & Next” to move on to the next step.