Membership Management

Initial Membership Setup

Benefit Packages

Benefit Packages allow you to outline the benefits that you will associate to membership types. You may then choose to display the benefits on your web-page to provide prospective members with an understanding of which benefits come with various membership types.

Add a New Benefit Package

1. Click Setup in the Navigation panel.
2. Click Benefit Packages in the Benefits section. A list of the benefit packages currently configured in your system will be displayed.
3. Click the Add button.
4. On the Add/Edit Benefit Package screen, configure the following:

   • Name - Enter a name for the benefit package. This is the name that you will be displayed in the software where benefit packages may be selected. It will also be used for reporting and filtering purposes.
   • Description - Enter a description of the benefit package. This description may be displayed on your web-site. You may use the standard word processing icons (i.e. bolding, italicizing, etc.) to format the text. You may also add images and/or links to the description.

5. Click Done to save the new benefit package.

Associate Directory & Directory Listing Type to Benefit Package

Once a Benefit Package has been created, you will associate it to a Directory and Directory Listing Type.

1. Click the link for the Benefit Package you created.
2. Click the Benefit Package Directories icon.
3. On the Manage Benefit Directories screen:

   • Click the + icon.
   • Select a Directory from the drop-down list.
   • Select a Directory Listing Type

4. Click Done.

Modify a Benefit Packages

1. Click Setup in the Navigation panel.
2. Click Benefit Packages in the Benefits section. A list of the benefit packages currently configured in your system will be displayed.
3. Click the link for the Benefit Package you wish to modify, click the
4. On the Add/Edit Benefit Package make your desired edits. When editing the description, you may use the standard word processing icons (i.e. bolding, italicizing, etc.) to format the text. You may also add images and/or links to the description.
5. Click Done to save your changes.

Membership Type Settings

The Membership Type Settings allow you to define whether you want to allow on-line sign-up, allow invoicing, the required fields, what fields you want to display, and so on, on your Membership Application form. By configuring these settings initially, you can create one collection of settings to apply to all of your membership types; or you can create several collections to get different information for different membership types. For Example, if you ask certain questions for one type of membership, and a different set of questions for another, you would set up two separate collections. Configuring these settings initially saves you time as you only need to create them once, and can assign to multiple Membership Types. Create your membership type settings first, then assign them to your membership types.

1. Click Setup in the Navigation panel.
2. Click Membership Type Settings in the Services, Products and Commerce section.
3. Click the Add button.

   

4. Enter a Name for the membership type setting.
5. Click Allow Online Signup to allow users to sign up for the Membership type to which these settings are associated.
6. Click Allow Bill Me to allow users to be invoiced for the Membership Type to which these settings are associated.
7. Contact Titles
8. Click the Customize Standard Questions link to see a list of the standard questions included on the membership application. You can choose which questions you want to include, and indicate which are required.

   

   • Select or deselect the items you want to Display on your application.
   • Select or deselect the items you want to Require on your application.
   • Click Done to save your changes.

9. Click the + button to add custom fields that can be included on your application.

   

   • Select Membership Type in the Field Area.
   • Enter a Name for the custom field. This is the database name for this field.
   • Enter a Display Name for the custom field. This is the text that will display on your application. For example, if you wish to ask an applicant if they are willing to volunteer, your display name might be "Do you wish to Volunteer?".
   • Custom Field Data Type - Select the data type for the custom field.

NOTE: Selecting Drop-down will allow you to setup a list of options, and one option may be chosen. Selecting Drop-down with fill-in will allow the user to fill in an option, only one option may be chosen. Multi-choice would allow the user to select more than one option.

1. • Characters Allowed - If you have selected a text data type, this field allows you to limit the number of characters that may be entered in the text box.
   • Group/Section - N/A
   • Properties - If your custom field is required, click the Is Required check-box.
   • Click the Advanced Options check-box to configure the following (optional):
     • Public - Click this check-box, if you want the custom field to be displayed on your public website.
     • Member Editable - Select this check-box if you want to allow members to edit this field in Info Hub.
     • Archived - If you no longer wish to use this custom field, select this check-box.

   • Click Done. Repeat the steps above to configure additional custom fields as needed.
2. Select the Category List to associate to the membership types. Enter the minimum number of categories and the maximum number of categories.
3. Click Done.

Membership Types

You may setup different membership types (for instance a general membership and an enhanced membership), setup the recurring and one-time fee levels that are standard for the membership type, and define renewal parameters.

Adding a New Membership Type

1. Click Membership in the Navigation panel.
2. Click the Membership Types tab. A list of membership types currently setup in your system will be displayed.
3. Click the Add button.
4. On the Add/Edit Membership Type screen, configure the following:

   • Name - Enter a name for the new membership type. This is the name that will appear on you member application, as well as within in the database where you may choose a membership type, filter by membership type, report on membership type, etc.
   • Description - Provide description of the membership type. This description may be displayed on your web-site. You may use the standard word processing icons (i.e. bolding, italicizing, etc.) to format the text. You may also add images and/or links to the description.
   • Is Active - Select this check-box to activate the membership type.
   • Recurring Fees - Recurring fees would include, for example, the annual membership fee. Click the + button to add a recurring fee to this membership type. You may as many recurring fees as needed.
     • Select a good/service from the Item drop-down list.
     • Enter a Description of the item.
     • Enter the Default Price.
     • Select the Billing Schedule for this item.
     • Select the Hide on Invoice check-box if you do not wish to display this item on the invoice.
   • Setup/One Time Fees - If there are one time fees, such as a setup fee, associated with this membership, you may add them by clicking the + button.
     • Select a good/service from the Item drop-down list.
     • Enter a Description of the item.
     • Enter the Default Price.
     • Select the Hide on Invoice check-box if you do not wish to display this item on the invoice.

5. Click Done to save the new Membership Type.

Membership Type Advanced Options

When you create membership types, additional information about the membership type may be setup by clicking the Advanced Options check-box. Below are descriptions and use of the additional fields:

• Duration (Months) - this field allows you to define the renewal frequency for the membership. The default is 12 months, however if you have renewals that occur more than or less than 12 months, you may change the duration.
• Active Until - This field dictates when a membership ends. You may select Manually Ended if membership does not end until you have actually dropped the membership OR you may select Membership Duration Expires if you wish the membership to end after the membership duration period, if the member has not renewed. The *Activation & Renewal settings allow you to define the following if you have selected "When No Longer Renewing":
  • Grace Period Days - This setting defines the number of days past the invoice due date that a member may continue to receive membership benefits. After this period, the member will be automatically de-activated.
  • Renewal Notice Days - This setting drives the number of days prior to the end of a membership that an automated renewal notice will be sent to members.
  • Don't Activate Membership Until First Time Payment - Select this check-box if you want to delay membership activation until you have received payment.
• Benefit Package - Select the benefit package you wish to assign to this membership. By default, the Standard Membership Benefits package is assigned, and you may select a different benefit package. Click here Benefit Packages to learn more about benefit packages.
• Invoice Template - The default invoice template is automatically populated, and you may select an alternate invoice template.
• Payment Terms - The default payment terms are selected, and you may select alternate payment terms.
• Terms/Conditions - The default payment terms are selected, and you may select alternate payment terms. If needed, you may create payment terms dynamically by clicking the + button.
• Membership Type Settings - Select the requirements/options to associate to this Membership Type. Click Here for detailed instructions on setting up your requirements/options.
• Universal Renewal - These options allow you to manage when your renewals will occur and manage prorating your fees.
  • Renew Everyone In - This setting allows you to establish the renewal month to be applied to all members.
  • Prorate Partial Years - Selecting this check-box will automate the process of adjusting the membership fees, based on the month that the member joined.
• Membership Contacts
  • Organization Limit - This setting establishes the number of people within an business/organization who may use the membership benefits. By default this is set to 0 which means it is unlimited.
  • Individual Limit - This setting establishes the number of people associated to an individual membership who may use the membership benefits. By default this is set to 0 which means it is unlimited.
• Options
  • Allow Online Signup - Select this check-box to make this membership type available for on-line signup. If you have membership types that you are not offering publicly, you would not select this check-box.
  • Allow Bill Me - Select this option if you would like to provide applicants with an invoicing option.
  • Organization Required - Select this option if you require that organization be entered during the application process.

Modifying a Membership Type

1. Click Membership in the Navigation panel.
2. Click the Membership Types tab. A list of membership types currently setup in your system will be displayed.
3. Click the link for the Membership Type you wish to modify.
4. On the Add/Edit Membership Type screen, make the desired modifications.
5. Click Done to save your changes.

View/Create your Membership Application Form

A default application form is setup in your system. You may use it as it is configured, or you may customize to better meet your needs.

1. Click Membership in the Navigation panel.
2. Click the Membership Application Forms tab. A list of Membership Application Forms currently setup in your system will be displayed.
3. Click the link for the default application form
4. On the Add/Edit Membership Application Form screen, you may choose to customize the following:

   • Name - Provide a name for the application form. This name is used internally.
   • Description - Provide a description of the application form. This description is used internally.
   • Options - Select the desired options for this application form:
     • Allow Invoicing - Select this check-box to allow applicants to request to be invoiced for their membership fee/one time setup fees.
     • Collect Donations - Select this check-box if you would like to collect donations from the individuals completing the application form.
     • Display Membership Type Description - Select this check-box if you would like the membership type description to be displayed on the application form.
     • Allow Online Payment - Select this check-box to allow for credit card payment when an applicant is completing the application form.
     • Allow Chapter Selection - If you are using Chapters, select this check-box to allow applicants to select their chapter when filling in the application form.
     • Display Membership Benefit Description - Select this check-box is you would like to display benefit package information on the application.
     • Automatically Approve Applications - Select this check-box if you want to automatically approve on-line applications. If this is not selected, the new applicant will be available in your database, but their membership status will be listed as Pending Approval until a staff member has approved.
     • Order Memberships Lowest Price First (if not selected, the order will be highest price to lowest) - Select this option if you wish to order your memberships from lowest price to highest price when displayed on your web-site. If not selected, the order will be highest to lowest.
   • Email To Send On Completion - An email will be automatically sent to the applicant when the complete the application. Select the email you wish to send from the drop-down list. A default Membership Application Confirmation Email template is select, however, you may select a different template. Click here Communications Basics - Create and Manage Email Templates for further details on working with email templates.
   • Instructions - Enter the instructions that you would like to display on the application form. You may use the standard word processing icons (i.e. bolding, italicizing, etc.) to format the text. You may also add images and/or links to the instructions.
   • Completion Message - Enter the message you would like to appear when the applicant completes the application. You may use the standard word processing icons (i.e. bolding, italicizing, etc.) to format the text. You may also add images and/or links to the message.

5. Additional settings for the Member Application Form may be displayed by clicking the Advanced Options check-box.

   • Payment Gateway - Select the appropriate payment gateway from the drop-down list. Selecting this option will allow for paying on-line.
   • Display Only These Memberships - This option allows you to select which memberships to display on-line. By default, all memberships will be displayed, but you may change this if you wish to not display all memberships.
   • Completion Page Url (Ex: http://www.msn.com) - Enter the URL of the page you would like the applicant to be sent to after completing the application.

   OR

   • After completion send user into Hub - Select this checkbox if you would like to send the applicant to the Info Hub.
   • Destination Url within Hub (empty if Home) - You may enter a page specific URL for the Info Hub. For example, if you would like them to land on the account tab. If this is left blank, the page will open on the home page.
   • URL - The URL for the membership application form is displayed. You make click on it to preview our application form.

6. Click Done to save the application form.

Approving On-line Membership Applications

Once a membership application form is submitted on-line, an automated email will be sent to those who have subscribed to the Membership Application Submitted notification. The default email notification is shown below.

Click Here to learn how to setup your Membership Applications for automated approval.

If you have chosen to not automatically approve on-line membership applications, you will need to approve the applications when they are submitted. You can approve the new membership application on the contact's Profile tab. The status of the application will be displayed as Pending Approval in the Membership section.

1. Click the down arrow on the Actions button in the Membership section.

   

2. Click Approve Membership

The status of the membership on the profile tab will change to Active. The active date will reflect the day the application was submitted.

Show Me

View all Membership Applications Awaiting Approval

On the Membership tab, in the Membership module, filter results on Waiting for Approval, as shown below:

By clicking on the member name, you can view further details of the member, and approve the membership application by clicking the Actions button and selecting Approve Membership.

Show Me

Adding Members in the Database

While most of your prospective members may apply on-line, you can also add members directly in the database.

1. Click Membership in the Navigation Panel. On the Memberships tab you will see a list of your current members.

NOTE: This list may be displayed as 'cards' or as a list by clicking the View as Cards or View as List/Table icons.

1. Click the Add button.

   

2. Configure the following:

   • Contact - If the new member already exists in your database as a contact, type in the contact name and select the contact. The existing information about this contact will be populated. If the new member does not already exist as a contact, click the + button to add as a contact.
   • Membership Type - Select the desired membership type from the drop-down list.
   • Start Date - Select the start date for this new membership.
   • Billing Start Date - Select the first billing date for the new membership.
   • Is Courtesy - Select this check-box if this is a courtesy membership.
   • Sales Rep - (Optional) Select the Sales Rep for this new member.
   • Join Reason (Optional) Select a Join Reason from the drop-down list. You can add a new Join reason by clicking the + button. Reports can be generated based on Join Reason, to help you in understanding what you new members are looking for from your organization.
   • Chapter - If you organization uses chapters, select the chapter of the new member from the drop-down list.
   • Referred By - If this new member was referred by an existing contact, you can enter the contact's name here. The referral will be noted on the members profile, as well as listed on the Activity tab of the person who referred.
   • Fees - The fees section will be automatically populated with the fees that you have associated to the Membership Type. You may over-ride the fees as necessary.
   • Invoice Options
     • Print - Email - Select how the new member wishes to be invoiced. You may select one or both options. The option selected will be the default used when invoices are delivered.
     • Billing Address - Select a billing address. The drop-down list will be populated with addresses associated to the new member, or you may enter a new address by clicking the + button.
     • Billing Email - Select a billing email. The drop-down list will be populated with emails associated to the new members, or you may enter a new email address by clicking the + button.
     • Contact - Select a billing contact from the drop-down list, it will be populated with contacts associated with the new member.
     • Invoice Terms - The Invoice Terms associated to the membership type will populate by default. You may select different terms from the drop-down list if needed.
     • Invoice Message - Enter the message you would like included on the invoice.

3. Click the Advanced Options check-box to add Actions (Optional). If you are using the project management module, you can associate a previously defined project template:

   • Click the Create New Member Project check-box.
   • Select a Project Template.

4. Click Done to save the new member.

Viewing/Updating Member Information

The easiest way to view a member's profile is to type the member name in the Search box in the header, and selecting the desired member. A membership profile is made up of the following:

1. Profile
2. More Info
3. Individuals
4. Activity
5. Communication
6. Billing
7. Web Content
8. Files
9. Tasks

Update Member Profile

Update Member Contact Info

Search for and select the member in the header Search field. You may add additional or edit existing Phones/Emails/Sites/Addresses in the Contact Info section of the profile page.

• Click the + icon to add new contact information
• Click the pencil icon adjacent to a contact to edit existing information.

NOTE: The pencil icon will display when you hover the mouse next to the contact.

Update Member Lists/Committee Participation

Search for and select the member in the header Search field. You may add or remove a member from lists and/or committees in the Lists/Committees section of theProfile tab.

Add Member to List/Committee

1. On the member Profile tab, click the pencil icon next to Lists/Committees.

   

2. On the Lists/Committees screen, click the check-box for each list/committee to which you want to add this member.

NOTE: Lists/Committees to which this member currently belongs will already be selected. You could also remove a member from a list on this screen.

1. Click Done when you have selected all the lists/committees needed.

Remove Member from List/Committee

1. On the member Profile tab, click the pencil icon next to the list/committee you wish to remove.
2. On the Add/Edit List Member screen you have the following options:

   • Role - You may define a role for this member on the list/committee.
   • Email - You may select an alternate email for the member on the list/committee.
   • Do Not Contact - Select this check-box if you wish to keep the member on the list/committee, but they do not wish to be contacted.
   • Disable contact from group - Select this check-box to remove the member from the list/commmittee.

3. Click Done to save your changes.

NOTE: You can remove a member from all groups by clicking the pencil icon next to Lists/Committees and deselecting the check-boxes for all groups.

Update Member Categories

Categories are used to categorized your users effectively, which can be important for things like business directories, filtering and reporting. Search for and select the member in the header Search field. You may add or remove categories in the Categories section of theProfile tab.

Add/Remove a Member to a Category

1. Click the pencil icon adjacent to Categories.
2. On the Edit Categories screen you will see a list of all available categories. You may add an additional category by selecting the + icon.
3. Click the check-box for each category to which you would like to add the member or deselect the check-box for the categories from which you wish to remove this member.
4. Click Done when complete.

Update Member Directory Information (More Info)

On the Member More Info tab, you can update the information that will be displayed in the directory on your web-site.

NOTE: The information displayed for this member will be driven by the Directory Listing Type included in their membership. You can review the directory listing type on the Web Content tab.

The following information can be viewed and/or updated on the More Info tab:

• Notes for internal use.
• Directory Info
  • Short Description - The short description will be displayed on the search page in your directory.
  • Description - This is a longer description displayed for the members individual page in your directory.
  • Key Words - Key words are used to search your directory.
  • Highlights (for Directory) - Additional description of the member displayed on the members individual page in your directory.
  • Bio - If you are displaying individuals associated to your business members, bio information may be displayed in your directory.
  • Established Date - You may include the date a business was established in your directory.
• Custom Fields - Custom Fields that you have previously associated to your businesses will automatically be displayed. Click the Manage Custom Fields button to add or remove additional custom fields.

Click Here for further information on creating custom fields.

Update Member Directory Listing (Web Content)

Directory Listing Types are included in your membership packages. You can view what type of listing a member has on the member's Web Content page. Click Here for further information on setting up directory listing types.

Edit a Member's Directory Listing Type

NOTE: The fields that are displayed for editing will be dependent on the type of directory listing that you have selected. All possible fields are described below.

1. On the member's Web Content page, click the pencil icon for the directory listing type you wish to edit.

   

2. Edit the following settings as needed:

   • Directory - If you wish to change the directory in which this member will be displayed, select the desired directory from the list.
   • Listing Level - If you wish to change the directory listing type for this member, select the desired listing from the list.
   • Alternative Display Name - If you wish to display an alternate name for this member in your directory, you can enter the name here. Leave this field blank if the display name is the same a the contact name.
   • Short Description - The short description will be displayed on the search page in your directory.
   • Description - This is a longer description displayed for the members individual page in your directory.
   • Key Words - Enter the key words that can be used to search for this member in your directory.
   • Categories - Select the categories in which this member will be displayed in your directory.
   • Images - the images option will be available if the directory listing type selected includes this option. Click on the Add button to add new images. You may add multiple images.
   • Video - the video option will be available if the directory listing type selected includes this display option. Click on the the + icon to enter the URL to your video. You may add multiple videos.

   

   • Custom Fields - If you have included custom fields, they will be displayed for you to edit.

3. Click Done.

Manage Membership Change

You can easily upgrade, downgrade, drop memberships, etc. from the member's Profile tab. Click the Actions button in the Memberships section.

Upgrade a Membership

1. On the member's Profile tab, click the Actions button in the Memberships section.
2. Click Upgrade Membership. The Membership screen will be displayed.
3. Configure the following as needed:

   • Membership Type - Select the membership type to which the member is upgrading.
   • Change Date - Enter the date the upgrade will take effect.
   • Staff - Optional, select the staff member handling this upgrade.
   • Next Bill Date - If needed update the next bill date.

   Fees - The fee items associated with the new membership will automatically be populated. You may update these as needed.

   • Invoice Options - The invoice options will automatically be populated based on this members history. You may update as needed.

4. Click Done.

NOTE: Evaluate what billing adjustments may be necessary, and adjust those on the member's account tab.

Downgrade a Membership

1. On the member's Profile tab, click the actions button in the Memberships section.
2. Click Downgrade Membership. The Membership screen will be displayed.
3. Configure the following as needed:

   • Membership Type - Select the membership type to which the member is downgrading.
   • Change Date - Enter the date the upgrade will take effect.
   • Staff - Optional, select the staff member handling this downgrade.
   • Next Bill Date - If needed update the next bill date.

   Fees - The fee items associated with the new membership type will automatically be populated. You may update these as needed.

   • Invoice Options - The invoice options will automatically be populated based on this members history. You may update as needed.

4. Click Done.

NOTE: Evaluate what billing adjustments may be necessary, and adjust those on the member's account tab.

Drop Membership

1. On the member's Profile tab, click the actions button in the Memberships section.
2. Click Drop Membership.

   

3. Configure the following as needed:

   • End Date - Enter the date the drop will take effect.
   • Drop Reason - Select a drop reason. You may select a drop reason from the list, or you may dynamically add a drop reason by clicking the + button.
   • Notes - These notes are for internal use. This field is required.
   • Invoices to Write Off - Any outstanding invoices for this member will be displayed. You may choose to write-off all, some or none of the invoices based on your business processes.
   • Update Access Level for all Contacts - This setting allows you to define what access to the Info Hub ALL contacts of this membership will retain after the drop. Alternately, a list of all contacts is displayed, and you may define for each individual what access they will retain.

4. Click Done.

NOTE: Evaluate what billing adjustments may be necessary, and adjust those on the member's account tab.

Adjust Membership

The Adjust Membership action allows you to adjust the membership fees associated to a member.

1. On the member's Profile tab, click the actions button in the Memberships section.
2. Click Adjust Membership. The Membership screen will be displayed.
3. Update the Fees as needed. NOTE:' The changes you make here will only impact billing on a go forward, any fees that have already been invoiced will not be changed. If an adjustment (credit or refund is required) go to the member's account tab.
4. Click Done.

NOTE: Evaluate what billing adjustments may be necessary, and adjust those on the member's account tab.

Delete Membership

While it is possible, it is NOT recommended to delete a member. When deleting a member, you will delete all historical data associated to that membership.

1. On the member's Profile tab, click the actions button in the Memberships section.
2. Click Delete Membership.

Reactivate Membership

If a membership expired and was deactivated, or if a member dropped, the membership be easily reactivated on the members profile tab.

1. On the member's Profile tab, click the actions button in the Memberships section.
2. Click Re-activate Membership.

   

3. The Membership page will be displayed to select membership type and associate fees.

NOTE: Evaluate what billing adjustments may be necessary, and adjust those on the member's account tab.

FAQ's

How do I keep a member in a group, but stop sending emails to them?