Membership Management

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Contents

Understanding Membership Types

Membership Types allow you to define the membership packages and fee items you wish to provide to your members. These membership types my be included on your membership application form.

View Membership Types

  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.
    2nd mem type screen.jpg


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NOTE: The icons in the left hand column indicate:

Business Icon.jpg the membership is owned by the business. Individual Icon.jpg the membership is owned by an individual. Family icon.jpg the membership is owned by a family.

Add 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.
    2nd mem type screen.jpg
  3. Click the Add button.
    New Mem Type2.jpg
  4. On the Add 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.
    • Term/Length(Months) - Enter the duration of this membership, in months. The default is set to 12 months.
    • Owned By - This setting allows you to set this membership type as either organization or individual level. If Business is selected, invoices will billed to the organization; if Individual is selected; invoices will be billed to the individual.
    • Membership Category - Membership Categories provide a way to further filter and report on your membership types. Select a Membership Category from the drop-down list, or click the plus sign to add a new membership category.
    • Is Active - enable this option to activate the Membership Type. Best practice, when no longer using a Membership Type, is to de-activate.
    • Chapter Options: - If using the Chapters module, configure the following as necessary:
    • Allow Multiple Chapter Selection - If you allow applicants to choose more than one chapter when filling out the Membership Application Form, enable this setting.
    • Allow Single Chapter Selection - This option should only be selected if you allow for selection of only one chapter during the application process.
    • (Optional) Calendar Year 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. NOTE: When applicants are presented with the amount that they are paying on the membership application it will correctly represent the amount that they will pay now as the prorated amount (if applicable) and the amount they will be billed in the future.
    NOTE: Calendar Year Renewal with or without Prorate enabled is intended to work for memberships with a 12 month term and with standard frequency selections i.e. Monthly, Quarterly, Semi-Annual and Annual) (do not use with Once Per Term Frequency). Refer to Understanding Pro-rating for further details on setting up a pro-rated membership type.
    • 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.
  5. Click Done.

Once you have created your membership types, you may wish to:

Add Pricing to 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.
    Mem Types Home Screen Price.jpg
  3. Click the value located in the Pricing column, or if no pricing has been entered yet click the <No Pricing> link.
    New Mem Pricing.jpg
  4. Configure the following as desired:
    • Allow Invoicing - Select this option to allow an applicant to request to be billed for their membership application.
    • Allow Online Payment - Select this option to allow applicants to pay for their membership application by credit card on-line. NOTE: The system will validate that all fields are filled out correctly BEFORE submitting/charging credit cards. Once validation is successful, the system will then proceed with charging the card and submitting/creating the membership.
    • Payment Gateway - Select the desired payment gateway from the drop-down list. If no gateway is selected, the default gateway for your organization will be used.
    • Invoice Template - You may select an invoice template. If no invoice template is selected, the invoice template associated to the fee items will be used.
    • Payment Terms - The default payment terms are selected, and you may select alternate payment terms. You can add new payment terms by clicking the + icon.
    • Terms/Conditions - The default payment terms are selected, and you may select alternate payment terms. You can add new terms and conditions by clicking the + icon.
    • 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 add 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. You may choose annually, semi-annually, quarterly or monthly. A Custom option is also available. This may be useful if you wish to define what the price would be for each frequency option. See the custom billing frequency section for further details.
    • Select the Hide on Invoice check-box if you do not wish to display this item on the invoice. If this option is selected, the amount of the item will be added to the first visible line item on the invoice. NOTE: If viewing the invoice in the back office, staff will see all line items regardless of whether the "Hide on Invoice" was selected on the Membership.
    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. If this option is selected, the amount of the item will be added to the first visible line item on the invoice. NOTE: If viewing the invoice in the back office, staff will see all line items regardless of whether the "Hide on Invoice" was selected on the Membership.
  5. Click Done.

Setting up a Custom Billing Frequency

Custom billing frequency allows you to charge a different membership rate based upon the frequency that your members wish to pay dues. For example, you may charge $1200/annually, however you may wish to charge $175/month if the member chooses to pay monthly.

To setup a custom frequency:

  1. Create a Membership Type as described in Adding a New Membership Type.
  2. In the Recurring Fees section, select the fee item to associate to the membership type.
  3. Select Custom in the Default Billing Frequency drop-down list.
    Custom Fee Items.jpg
  4. Click the Custom icon.jpg icon, the Edit Fee Item Frequency Prices dialog box will be displayed.
    Edit Fee Items.jpg
  5. Click the Orange plus icon.jpg icon to add a billing frequency.
    Edit Frequency Prices.jpg
  6. Select a Billing Schedule from the drop-down list. Options include annually, monthly, quarterly and semi-annually.
  7. Enter the Per Bill Amount for the selected billing schedule.
  8. Click the Orange plus icon.jpg to add another billing frequency and price. Repeat this step to add additional billing frequencies.
    Bill Schedule.jpg
  9. Click Done when completed.
  10. Complete the setup of your membership type as described in Adding a New Membership Type.

When this membership type is presented on your Membership Application, the applicant will be able to choose the billing schedule they would prefer. Scheduled billing will automatically be setup to reflect the billing schedule selected.

Billing Frequency.jpg

Understanding Pro-rating

When setting up your Membership Types, an option is available to set a specific renewal month and to enable pro-rating. The scenarios below explain specific use cases for your pro-rating setup.

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NOTE: Calendar Year Renewal with or without Prorate enabled is intended to work for memberships with a 12 month term and with standard frequency selections i.e. Monthly, Quarterly, Semi-Annual and Annual. Do NOT use with a Once Per Term Frequency.


  1. Calendar Year Renewal Month specified, Prorate on, Monthly Frequency: When Renewal Month is specified on your membership type and Prorate is On with Monthly frequency specified, the upfront, initial charge/invoice includes the next month’s amount, so the applicant is always charged for something when they sign on.
    For Example: Renewal Month = January, Monthly Frequency, Prorate=On, $100/month
    A new member signs up in February. The new member will be invoiced $100 immediately (for March). The Next Scheduled Billing date will be in April for $100/monthly.
  2. Calendar Year Renewal Month specified, Prorate Off, Frequency=Monthly, Quarterly or Semi-Annual: If you have the optional Renewal Month specified for a membership type with Prorate Off and frequency set to Monthly, Quarterly, or Semi-Annual all the previous months' charges will be included in the upfront, initial invoice/charge bill so the applicant is always up to date on the previous months when they sign on as these memberships are NOT being prorated.
    For Example: Renewal Month = January, Monthly frequency, Prorate=Off, $100/month
    New member signs up in April. The new member will be invoiced $400 (Jan – April). Next Scheduled Billing will be in May for $100/monthly
  3. Calendar Year Renewal specified, Prorate=On, Custom Frequency: The new member will be charged for the amount that is appropriate for the frequency selected, i.e. Monthly would be a monthly amount, quarterly a partial quarterly amount, Semi-annual = a partial semi-annual amount.

Setup Membership Type Directories & Categories

Membership Types may associate to a particular Directory, and to a set of Directory Display Settings. Directory Display Settings control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc.

To add a directory and directory display settings to 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.
    Mem Types Home Screen Dir.jpg
  3. Click the numbered link or the <No Directories/Categories> link in the Directories/Categories column for the Membership Type to which you wish to associate directories/categories.
    Edit mem benefits.jpg
  4. Configure the following:
    • Directory Listing: Click the Orange plus icon.jpg to add a directory, and directory display settings to this Membership Type.
      • Select the Directory you want the members of this membership type to be included on.
      • Select the Directory Display that is automatically assigned to the member with this membership type. If needed, click the Grayplus.jpg to add a new directory display. Click Here for further information on Directory Display Settings.
    • Directory Categories
      • Display Directory Categories: Check the box to display directory categories to your members on the membership application and the Info Hub. Click the icon to configure the directory categories for this membership type. Choose the Category List you want your members to choose from. If needed, you are also able to select a minimum and maximum number of categories that each member is able to select.
  5. Click Done.

Understanding Directories

You system will contain a default directory, Active Member Directory. This directory is tied to your Business Category and may contain all of your valued members. It also is configured with the Standard Listing directory listing type. Advanced options, including searching by custom field may be configured for the default. If needed, you may create additional directories. Click Here for information on creating a new directory

Understanding Directory Display Settings

Directory Display Settings control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc.

To Add a new Directory Display Settings:

  1. Click Setup in the left-hand navigation panel.
  2. Click Directory Display Settings in the Website section.
    DD Settings CP.jpg
    You system will be populated with the Standard Listing and the Deluxe Listing listing types. You may use these as designed or click the hyper-linked name of a listing to edit.
  3. Click the Add button.
    Add DD Listing CP.jpg
  4. Configure the following:
    • Name - Provide a name for the Directory Display Settings.
    • Description - Provide a description of the Directory Display Settings.
    • Show Individual Details - Select which details for your individuals will be displayed when this directory display setting is used.
    NOTE: When address, email and phone are selected, you can then choose which address type (i.e. mailing, physical, etc.), which email type (work, personal, etc.) and which phone type (main, toll, etc.) you will display with this listing type.
    • Show Custom Fields - Select the custom fields you want to display in the directory.
    • Options - select the additional options to display in the directory:
      • Show Membership Type - If selected the member's membership type will be displayed in the directory.
      • Show Search Logo - If selected the member's primary image will be displayed when the directory is searched.
      • Show Highlights If selected, a highlights section will be displayed on the web-page.
      • Show Related Contacts - If selected, all of the individual associated to the member will be displayed on in the directory. NOTE: If an individual does not wish to be displayed in the directory, you may disable the Show as Related or Primary Contact in directory (if applicable) setting for that contact.
      • Show Search Description - If selected, you will be able to add a short description to be displayed on the directory search page.
      • Show Gallery - If selected, the member may display a gallery of photos on the web-page.
      • Show Video - if selected, the member may display a video on the web-page.
      • Show Map - if selected, the location of the organization will be displayed on map on the web-page.
      • Show Primary Contact - if selected, the name of the primary contact will be displayed on the web-page.
      • Use Contacts Website for Listing page - If selected, clicking on the member on your public web-page will lead to the contacts website, instead of your page. Applicable only when assigned to a public directory (not available in the Hub).
    • Retargeting
      • Google Tag Manager Container ID - Enter the Container Id you were provided on installation of Google Tag Manager. Google Tag Manager is a free tool that makes it easy for marketers to add and update website tags -- including conversion tracking, site analytics, re-marketing, and more—with just a few clicks, and without needing to edit your website code.
  5. Click Done.

Setup Membership Type Levels

Membership Levels allow you the flexibility to offer the same membership, but offer variances of price. For example, you may have a general membership for which the price is driven by the number of employees an organization has. Each level may have unique pricing.

Use Membership levels when you membership types have these charactertics:

  • Membership Name is the same except for level assignments
    • Tech Standard Member (1-10 Employees)
    • Tech Standard Member (11-25 Employees)
    • Tech Standard Member (26-50)
  • The applicant can self-select which level they fall into
    • Information is not needed from the association to determine the level
    • The selection is based on information that the member knows (Seats in the restaurant, # of Children) or based purely on the desires of the member (Gold, Silver, etc.).
  • The pricing is fixed for each level
    • This is NOT variable pricing but fixed, pre-determined pricing based on the selected level
  • Each level uses the same Directory assignments and # of Categories.
    • In the future, we will likely have ability to different assignments per levels, but that will be looked at later when we expand on the Benefit packages concept.

Add Levels to a Membership Type

  1. In the Membership module, click the Membership Types tab.
    Membership Type Tab.jpg
  2. In the Levels column, click the <No Levels> link in the row for the membership you wish to add levels to. NOTE: if levels have already been added to a membership type, click the numbered link in the Levels column.
    Add Membership Level.jpg
  3. Click the Orange plus icon.jpg to add a level.
    Add Level1.jpg
  4. Enter a Name for the level. This name will be displayed for selection on your membership application form. NOTE: Names may be unique but are not required to be unique per Membership Type.
  5. Click the Orange plus icon.jpg icon to add Recurring Fees to this membership level. NOTE: If you have set pricing for the membership type, the recurring fees set for the level are in addition to the base fees. See Add Pricing to a Membership Type for further information.
    Add recurring fee.jpg
    • Select the desired fee item from the drop-down list. If needed, click the Grayplus.jpg icon to add a new fee item.
    • The Description of the fee item will be populated with the description provided when the fee item was configured. You may change this if you wish.
    • The Price will be populated with the price set when the fee items was configured. You may change this if you wish.
    • The Default Billing Frequency will be populated with the frequency configured when the fee item was setup. You may change this if you wish.
  6. Repeat Step 5 above to add additional recurring fees.
  7. If you wish to add Setup/One-Time Fees click the Orange plus icon.jpg icon. NOTE: If you have set one time fees for the membership type, the one time fees set for the level are in addition to the one time base fees. See Add Pricing to a Membership Type for further information.
    One time fee.jpg
    • Select the desired fee item from the drop-down list. If needed, click the Grayplus.jpg icon to add a new fee item.
    • The Description of the fee item will be populated with the description provided when the fee item was configured. You may change this if you wish.
    • The Price will be populated with the price set when the fee items was configured. You may change this if you wish.
  8. Repeat step 7 above if you wish to add additional one time fees.
  9. Click Done.

Repeat steps 2 - 8 above to add additional levels to your membership type. You may add up to 50 levels.

If you choose to include this membership type on your Membership Application form, applicants will be able to select the desired level from a drop-down list. The levels, their name and pricing will be displayed.

Application.jpg

Additionally, when adding a membership from the back-office, you will have the ability to assign the level. See Add A Membership to a Contact for details.

The membership level will display on the contact's Profile tab in the Memberships section. The Membership name will reflect Type+Level+Chapter if applicable.

Profile with all Info.jpg

Adjust Membership Type Levels

Membership Type levels may be adjusted when you upgrade, downgrade or re-activate a Membership. See Managing Membership Change for instructions.

Adjust Membership Type Level Pricing

When it is necessary to increase your pricing, you will update the pricing for levels from the Membership module.

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NOTE: Price changes will only take effect on a go forward basis. Memberships that have already been assigned, and for which a recurring fees schedule has already been assigned will NOT be updated. These price changes will need to be done on a case by case basis. See Adjust Membership for instructions.
  1. Click Memberships in the left-hand navigation panel.
  2. Click the Membership Types tab.
    Change Level Pricing.jpg
  3. Click the numbered link, in the Levels column for the desired membership type.
    Edit mem change level pricing.jpg
  4. Click the link(s) for the level(s) that you wish to update.
    Edit Mem pricing.jpg
  5. Adjust pricing as needed.
  6. Click Done.

Setup Membership Application Form Fields/Questions

For each Membership Type, you can add/edit the fields you wish to include on your application form:

  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 Fields.jpg icon in the Fields column.
    Edit member fields.jpg
  4. For each of the fields in the standard list, you can configure whether these are displayed on the application for, as well as whether they are required.
  5. Membership Application Custom Fields: You may add additional fields to your application by clicking the Orange plus icon.jpg icon. Click Here for further information on configuring custom fields. NOTE: Custom Fields will be displayed on the Membership Details screen, accessible from the Membership section on a contact's Profile tab, as well as on the contacts More Info tab.
    App custom fields.jpg
  6. Repeat Step 5 above to add additional custom fields.
  7. (Optional) Click the Advanced Options check-box to add custom fields that are an attribute of the Memberhhip Type itself. These fields are not included on the application form, but may be for internal use. For Example: You may include a yes/no checkbox custom field that indicates if it should or should not sync with an API.
  8. Click Done to save.

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.

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NOTE: The questions included on your membership application form are driven by the field that you have have associated to your membership types. See Setup Membership Application Form Fields/Questions for further information.
  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:
      • Collect Donations - Select this check-box if you would like to collect donations to your fundraisers from the individuals completing the application form. If selected, you will have the option to select the campaigns you wish to display on your application from the Display Only These Campaigns drop-down list.
    CP Display Campaigns.jpg
      • Display Membership Type Description - Select this check-box if you would like the membership type description to be displayed on the application form.
      • Allow Single Chapter Selection - If you are using Chapters, select this check-box to allow applicants to select their chapter when filling in the application form. This option should only be selected if you allow for selection of only one chapter during the application process.
    NOTE: Selecting this option allows for ONE chapter selection only. If multiple chapter selection is needed, you must enable Allow Multiple Chapter Selections within the Membership Type.
      • 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.
      • Hide Pricing on Membership Selection: Enable this option if you do not wish to show membership prices on the first page of your application form. If enabled, pricing will only be displayed once a member reaches the payment page.
      • Collect Lists/Committees Subscriptions: If selected, the lists/committees that you have configured as Public Can Join will be displayed on the application form. Applicants would then be able to select the groups they wish to join.
    • 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 only certain memberships on your application form.
    • 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 selected, however, you may select a different template. Click here Communications Basics - Create and Manage Email Templates for further details on working with email templates.
    Memb App Confirmation Email.jpg
    • 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.
    • 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, Create a new Hub account - Select this checkbox if you would like the applicant to create their log-in to the Info Hub after submitting the application. A Create an Account in the Hub button will be included on the application submitted confirmation page.
    • 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.

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NOTE: In addition to the fields you have selected to display on your application form, lists/committees for which you have enabled Users Can Join and/or Public Can Join will be included on your application form. Click Here for information on creating/configuring your groups.

On-line Membership Application Process Flow

When an applicant submits an on-line application the following will occur:

  1. The applicant will receive an email confirmation. The email sent will either be the email you have selected in the advanced options of your membership application form, or the default you set in Automated Messaging. Email is sent to address associated with the person who submitted the application.
    Memb App Confirmation Email.jpg
  2. Those staff members who have subscribed to Membership Application Submitted notification will receive an email.
    App Email to Staff.jpg

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.

Email Membership.jpg


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.
    Approve online applications1.jpg
  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:

Memberships1.jpg

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.

Approve App.jpg


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Configuring Membership Join/Drop Reasons

Configuring Join Reasons

  1. Click Setup in the left-hand navigation panel.
  2. Click Membership Join Reasons in the Services, Products and Commerce section. A list of currently configured join reasons will be displayed.
    Join Reasons CP.jpg
  3. Click the Add button orange.jpg button.
    Add Membership Join Reason.jpg
  4. Configure the following:
    • Reason: Enter your customized join reason.
    • Description: (Optional) Enter a description of the join reason.
    • Standard Join Reason: Select a standard join reason. Standard join reasons are those populated to the database by default and allow for better reporting and filtering.
  5. Click Done.

Configuring Drop Reasons

Add Drop Reasons

  1. Click Setup in the left-hand navigation panel.
  2. Click Membership Drop Reasons in the Services, Products and Commerce section. A list of currently configured drop reasons will be displayed. NOTE: The system is populated with several standard drop reasons (Financial/Economic Reasons - Cannot Afford, Closed/Death/Moved - No Longer in Business, Not Using Benefits - Not Using Benefits, Other).
    Membership Drop Reasons CP.jpg
  3. Click the Add button orange.jpg button.
    Add Membership Drop Reason.jpg
  4. Configure the following:
    • Reason: Enter your custom drop reason.
    • Description: (Optional) Enter further description of this drop reason.
    • Standard Drop Reason: Select a standard drop reason. The standard drop reasons are pre-populated in your system and allow for better reporting on why your members may have dropped.
    Available to Public: Enable the available to public if you wish this drop reason to be displayed when a member chooses not to renew their membership . This is applicable when you are using Renewal Notifications for your membership renewals. This setting will NOT display if the Standard Drop Reason selected above is set to Expired.
  5. Click 'Done.

Update a Drop Reasons

  1. Click Setup in the left-hand navigation panel.
  2. Click Membership Drop Reasons in the Services, Products and Commerce section. A list of currently configured drop reasons will be displayed.
    Membership Drop Reasons CP.jpg
  3. Click the hyper-link for the drop reason you wish to update.
    Edit membership drop reason.jpg
  4. Make desired changes, and click Done

Add a Membership to a Contact

While most of your prospective members may apply on-line, you can also add memberships to your contacts directly in the database. NOTE: For organization based memberships, ensure that you have individual contacts assigned to the organization prior to adding memberships.

The steps below may be followed whether you are adding a membership to an organization or an individual.

  1. On a Contact's Profile tab.
    Profile New Membership.jpg
  2. Click the Orange plus icon.jpg icon in the Memberships section.
    Add Membership with Levels.jpg
  3. Configure the following:
    • Membership Type - Select the desired membership type from the drop-down list. The list will be populated with the membership types you have configured for your system. See Adding a Membership Type for instruction on configuring your membership types.
    • Level: If the Membership Type selected includes levels, the Levels list will be displayed. Select the desired level from the list. See Setup Membership Type Levels for further information.
    • Chapter: If using the Chapter module, the Chapter list will be displayed. Select the desired chapter.
    • Start Date - Select the start date for this new membership. The date will default to the current date, and the system will automatically generate an invoice. You may start the membership on a future date if needed.
    • Billing Start Date - Select the first billing date for the new membership. The date will default to the current date. The system will create a recurring schedule base on the billing start date.
    • Is Courtesy - Select this check-box if this is a courtesy membership. The status of the membership will be Courtesy instead of Active.
    • Sales Rep - (Optional) Select the Sales Rep for this new member. This will allow you to track whom on your staff was responsible for this sale.
    • 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. NOTE: You can use the Membership Referral Report to view and analyze all referrals. Click Here for information on generating this report.
    • Fees - The fees section will be automatically populated with the fees that you have associated to the Membership Type, Level and/or Chapter. You may over-ride the fees as necessary, for example, if you wish to change the billing frequency from Annually to Monthly. NOTE: Fee and frequency selection will automatically set up the Billing Fees and Schedule on the members Billing tab. The Per Bill Amount and the Per Bill Discount fields will automatically be populated based on the membership price you have entered and the default billing frequency.
    • 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. Addresses displayed will be those associated to the Contact selected.
      • 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. Emails displayed will be those associated to the Contact selected.
      • Contact - Select a contact from the drop-down list. The Contact selection sets the the billing contact for Scheduled Billing, as well as the membership billing contact. Contacts displayed will include the current organization and individuals, as well as parent organization and individuals if applicable. NOTE: If no selection is made, the Primary Contact for the organization will default, if no primary contact is assigned for the organization, the organization itself will be selected as the contact.
      • 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 - (Optional) Enter the message you would like included on the invoice.
  4. 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.
  5. Click Done to save the new membership.
NOTE: The default Primary individual contact for the organization is assigned as the primary contact for the membership. If no individual primary contacts exist for the organization, then the organization itself is the primary contact. See Changing Organization Primary Contact for information on changing the primary contact.

Manage Member Recurring Fee Schedule

A billing fees schedule will automatically be created on the contact's Billing tab when a new membership is added.

NOTE: Changes to a MEMBERSHIP RECURRING FEES may only be performed on the Profile tab.


Fees Schedule.jpg

To view the details of the the fee items, click the hyper-link in the Description column.

Edit Recurring Fee 1.jpg

The Edit Recurring Billing Item screen will display all settings configured when you setup the membership, but all changes to this recurring membership billing should be performed on the Profile tab, in the Memberships section.

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

See Managing Contacts for details on updating member information.

Viewing/Editing Membership Details

Membership details such as the primary and billing contact may change over time.

Change Organization Membership Primary Contact

  1. On the organization's Profile tab
    Change Billing Contact.jpg
  2. In the Memberships section, click the hyper-link for the desired membership.
    Edit Membership Details CP.jpg
  3. Select the new Primary contact from the drop-down list. You will be able to pick from the current organization, all contacts of the current organization, parent organization, and contacts of a parent organization (if applicable). Note: an email address may not be selected, it is derived from the selected contact's primary email address.
  4. Click Done.

NOTE: If you are working with an individual membership, you can select any related organization contacts, or their contacts in addition to the individual who owns the membership.

Change Organization Membership Billing Contact

When a membership is first added to an organization, you will assign a billing contact. If it is necessary to change the billing contact:

  1. On the Organization's Profile tab
    Change Billing Contact.jpg
  2. In the Memberships section, click the hyper-link of the appropriate membership.
    Edit Membership Details CP.jpg
  3. Select the desired Billing Contact from the drop-down list. Contacts' email addresses cannot be selected but are derived from the selected contact's default/primary email address.
  4. Click Done.

NOTE: When the Membership Billing Contact is modified, the related scheduled/recurring billings that are tied to that membership will also be updated with the new Billing Contact information.

Update Renewal Month

  1. On the member's Profile tab, in the Memberships section, click the hyper-link for the membership type.
    Membership Details.jpg
  2. Select the desired Renewal Month from the drop-down list.
  3. Click Done.


Update Contacts Related to a Membership

When new individuals are added to a contact, they are not automatically added to the membership. To add the individuals to the membership:

  1. On the Profile tab, click the Actions button in the Memberships section.
    Related Contacts.jpg
  2. Click Related Contacts.
    Edit related contacts1.jpg
  3. Click the Orange plus icon.jpg and select the desired contact from the drop-down list.
  4. Click Done.

One Row.png

NOTE: If limits have been set on the number of contacts that may be associated to a membership, the limit will be displayed. If the limit has been reached, the Orange plus icon.jpg will be disabled. See Membership Setup Advanced Options for further details on setting membership limits.

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.

Memberships.jpg

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.
    Upgrade Level.jpg
  3. Configure the following as needed:
    • Membership Type - Select the membership type to which the member is upgrading.
    • Level: If this membership includes levels, select the level to which the member is upgrading. See Setup Membership Type Levels for further information on levels.
    • Change Date: Enter the date the upgrade is to 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.

After completing the upgrade, evaluate what (if any) billing adjustments may be necessary, and adjust those on the member's Account tab. If a date in the future is selected, the Fees scheduled on the Account tab will be updated accordingly.

A note indicating that the membership was upgraded will automatically be logged on the Communication tab.

The following changes will occur when you updgrade a membership:

  • An end date will be added to the scheduled billing tied to the old membership
  • A new scheduled billing with the correct start dates (and no end date) is created.

Smallest.png

Did you know... The Membership Change Report may be used to view and analyze all membership changes. Click Here for instructions on running the report..

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.

A note indicating that the membership was downgraded will automatically be logged on the Communication tab.

Smallest.png

Did you know... The Membership Change Report may be used to view and analyze all membership changes. Click Here for instructions on running the report..

Drop Membership

  1. On the member's Profile tab, click the actions button in the Memberships section.
  2. Click Drop Membership.
    Edit drop membership.jpg
  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.
    • Remove From Lists/Committees: Enable this check-box is you would like to remove the individual(s) from lists/committees. If de-selected, the membership will be dropped, however individuals will remain in lists/committees.
  4. Click Done.

A note indicating that the membership was dropped will automatically be logged on the Communication tab.

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Did you know... The Dropped Membership Report may be used to view and analyze all membership changes. Click Here for instructions on running the report..

Adjust a Contact's Membership Pricing

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.
    Adjust individual price.jpg
  3. Update the fees as needed. The changes made here will only impact billing on a go forward, any fees that have already been invoiced will not be changed.
  4. Click Done.

A note indicating that the membership was adjusted will automatically be logged on the Communication tab. Additionally, when an adjustment is made the old billing scheduled will be ended, and a new billing schedule started. This is visible on the contact's Billing tab.


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Did you know... The Membership Change Report may be used to view and analyze all membership changes. Click Here for instructions on running the report..

Delete Membership

While it is possible, it is NOT recommended to delete a membership. When deleting a member, you will delete all historical data associated to that membership. Additionally, all associated contacts will also be disassociated from this membership and the membership will be deleted.

  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.
    Reactivate 2.jpg
  3. The Membership page will be displayed to select membership type and associate fees.

A note indicating that the membership was re-activated will automatically be logged on the Communication tab.

Smallest.png

Did you know... The Membership Change Report may be used to view and analyze all membership changes. Click Here for instructions on running the report..

Membership Reports

Common Membership Calculations

Does the thought of having to calculate retention, churn, or the cost of acquiring a new member make your head hurt? For many association pros, crunching numbers is (unfortunately) a part of their daily grind. You don’t have to be a math person to use these seven common calculations to determine everything from renewal rates to average length of membership.

Retention Rate

Retention Rate is the percentage of members retained over a given period of time. This metric can be calculated if you know how many members you had at the beginning of a period, and many you had at the end of a period.

CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate

The Dashboard will provide the Start Count and the End Count needed for this calculation.

  1. Click Dashboard in the left-hand navigation.
  2. Click the Metrics tab.
    DB Metrics Tab1.jpg
  3. Click the Gear Icon.jpg icon next to Total Memberships. NOTE: if you have removed this widget from your dashboard, click the Add Widget button to place it on your dashboard.
    Edit Widget.jpg
  4. Click Edit Widget.
    Edit Mem Chart Settings.jpg
  5. Select Custom from the Duration drop-down list.
  6. Enter the desired dates in the Duration Date Range.
  7. Click Done. The Total Memberships widget will refresh displaying metrics for the desired date range.
    Totals Members.jpg

Start Count = 2331 End Count = 2914

Generate the New Membership report to find New Members. Generate the report for the same date range used above.

New Membership Report.jpg

See New Membership Report for further instructions on generating the New Membership Report.

New Members = 848

CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate

(2914 - 848) ÷ 2331 = .88 88% Retention Rate

Lapse Rate (Churn)

The Lapse Rate (Churn) is the percentage of members that discontinue their membership over a given period of time.

CALCULATION: Dropped Members ÷ Start Count = Lapse Rate

The Start Count is calculated as described in Retention Rate above.

Totals Members1.jpg

Start Count = 2331

The Dropped Membership Report may be used to calculate Dropped Members. Generate the report using the same date range used to find the Start Count. See Dropped Membership Report for instructions on generating the report.

Dropped.jpg

Dropped Count = 241

CALCULATION: Dropped Members ÷ Start Count = Lapse Rate

241 ÷ 2331 = .10 Lapse Rate = 10%

Renewal Rate

Renewal Rate is the percentage of members that renew their membership over a given time period.

CALCULATION: # of Renewals ÷ Eligible Members = Renewal Rate

One Row.png

NOTE: Using the criteria described below will get an overall Renewal Rate, not specific to a certain year - but for all time. You could use this to judge if you are moving the right direction each time to run this stat.

The Membership Report will provide you with the information to calculate the Renewal Rate. You will generate the report twice, each with different filtering options.

First: Generate the Membership Report with the following filtering criteria to find the # of Renewals:

  1. Set Membership Status set to Active and Courtesy.
  2. Add a Criteria / Filters for Membership Start Date Before and set the date to the first date of your search criteria. For example if you are looking for your renewal rate for up until 1-1-2017, you would set the before date to 1/1/2017.
Membership First Run.jpg

In the example above, # of Renewals = 2560.

Second: Generate the Membership Report with the following filtering criteria to find Eligible Members"

  1. Set Membership Status set to Active, Courtesy, Dropped, Expired. Do not include Non-Member or other statuses since these were never up for renewal and thus not part of your eligible members.
  2. Add a Criteria / Filters for Membership Start Date Before and set the date to the first date of your search criteria. For example if you are looking for your renewal rate for 2017, you would set the before date to 1/1/2017.
Mem Report 2nd Run.jpg

In the example above, Eligible Members = 3180.

CALCULATION: # of Renewals ÷ Eligible Members = Renewal Rate

2560 ÷ 3180 = .80 80% Renewal Rate

See Membership Report for further instructions on generating the report.

Average Membership Tenure (AMT)

Average Membership Tenure is the average length of time a member stays with the organization. This can be useful in projecting expected membership tenure for new members

CALCULATION: 1 ÷ Lapse Rate = AMT

Lapse Rate is calculated as described above in Lapse Rate (Churn).

1 ÷ .10 = 10
Average Membership Tenure in Years is 10 years

Member Lifetime Value (MLV)

Member Lifetime Value (MLV) is the measure of monetary value of member based on projected length of membership.

Calculation: Net member-paid revenue ÷ # of members x AMT = MLV

The Total Spending by Contact Report can be used to calculate the MLV. Set the Membership Status criteria to Active and Courtesy to see all dues and non-dues generated by your members.

Total Spending.jpg

To get the Net value, you need to subtract your operating costs from that total. You can get your operating costs from your accountant. This will give you your Net Member-paid revenue.

The End Count can be obtained from the Retention Rate calculation, described above.

AMT can be obtained from the Average Membership Tenure (AMT) calculation, described above.

Example:

In 2017, there were 3,000 total members who collectively invested $550,000 in dues and contributed $325,000 in non-dues revenue. The operating costs were $650,000 and the organization’s AMT (average membership tenure) was 17 years.
  1. $550,000 + $325,000 = $875,000 (dues revenue plus member-generated nondues revenue)
  2. $875,000 – $650,000 = $225,000 (total member-generated revenue minus total operating costs)
  3. $225,000 ÷ 3,000 = $75 (net member-generated revenue divided by number of members)
  4. $75 x 17 = $1,275 (average member contributed revenue x AMT)
MEMBER LIFETIME VALUE = $1,275

Member Acquisition Cost (MAC)

Member Acquisition Cost (MAC) is the total monetary cost associated with recruiting a new member. To effectively maintain and/or grow an organization, it is necessary to assign an average monetary value to potential membership sales.

Total recruitment cost ÷ # of new members = MAC
Calculate the # of new members as described in Retention Rate above.
The Total Recruitment cost would be available from your accountant.

Example:

At the end of 2017, 75 new members had joined and $28,875 was spent on new member recruitment.
$28875 ÷ 75 = $385
MEMBER ACQUISITION COST = $385

MLV to MAC ratio

The MLV to MAC ratio is the measurement of the relationship between the lifetime value of a member and the cost of acquiring that member. Best Practice: Aim for 3:1 as the target ratio.

CALCULATION: MLV : MAC

Calculate your Member Lifetime Value (MLV) and Member Acquisition Cost (MAC) as described above.

Example: In 2017, the average lifetime value per member was $1,275. $32,000 was budgeted for member recruitment and $28,875 was spent. Breaking down those numbers further means the budgeted recruitment cost was $425/ new member and the actual recruitment spend was $385/ new member.
  • Goal ratio = 3 : 1 ($1,275 : $425)
  • Actual ratio = 3.3 : 1 ($1,275 : $385)

Membership Change Report

The Membership Chamber Report provides you with a way to view and analyze membership type changes, as well a fee changes. For example, if you have had a major marketing campaign to upgrade members to a higher membership level, you can generate this report based on the Membership Purchase Type and a specified change date range. You could also include Sales contact in your report, if you want to see which sales person was responsible for the upgrade.

The report may be filtered on the following standard criteria:

  • Sales Contact
  • Membership Purchase Type (New, Upgrade, Downgrade, Renewal, Adjustment, Re-activated)
  • Membership Type
  • Change Date Range
  1. Click Reports in the Navigation Panel
  2. Select Membership Change Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Membership Change Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Membership Referral Report

The Membership Referral Report allows you to generate a list of members, and the contact who referred them to your organization.

  1. Click Reports in the Navigation Panel
  2. Select Membership Referral Report.
  3. Select your search filtering criteria.
  4. Select desired display options. The system is setup with default display options. Click the drop down arrow on Fields to Display to add or removed display options.
  5. Select Summarize By. This is an optional setting that will allow you to group the results of your report. For example, if you wish to group the report by the contact who referred a member, you would select Contact Name.
  6. Click Run Report.
Referal Report.jpg

In the example above, the report is filtered on contacts who referred members, i.e. Edibles referred Antiques on Main.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Membership Report

The Membership Report allows you to generate a list of all of your members based on membership type. You can filter this report to a specific membership type and membership status, or by custom filter criteria. For example, if you want to generate a list of members renewing in a specific month, you can select Renewal Month as Criteria/Filters.

  1. Click Reports in the Navigation Panel
  2. Select Membership Report.
    Mem Report Criteria.jpg
  3. Select your search filtering criteria.
  4. Add additional Criteria/Filters - optional.
  5. Select desired display options. The system is setup with default display options. Click the drop down arrow on Fields to Display to add or removed display options.
  6. Select Summarize By. This is an optional setting that will allow you to group the results of your report. For example, if you wish to group the report by membership, you would select Membership.
  7. Click Run Report.
Membership Report.jpg

The report shown above is filtered on all memberships, renewing in February. The report is summarized by membership type.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

New Membership Report

The New Membership Report allows you to generate a list of all new memberships based on membership type, membership status, specified date range, and custom search criteria. This report can be useful to provide annual statistics on new memberships.

  1. Click Reports in the Navigation Panel
  2. Select New Membership Report.
    New Membership Criteria.jpg
  3. Select your search filtering criteria. For example, if you want to see year to date statistics, select This Year from the Start Date' drop-down list.
  4. Optional - Enter a Search/Filter query. For example, if you would like to view new membership sales by a specific sales person select Sales Rep.
    Sales Rep.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by membership type.
  7. Click Run Report.
New Mem Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Renewal Membership Report

The Renewal Membership Report allows you to generate a list of all members, with the associated renewal month. You may choose specific renewal months to narrow report results.

  1. Click Reports in the Navigation Panel
  2. Select Renewal Membership Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Renewal Membership Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Dropped Membership Report

The Dropped Membership Report allows you to generate a report of dropped members based on date range, membership type and sales person. The report can help you in identifying the reason members drop, as well as view the annualized revenue loss due to the drop.

  1. Click Reports in the Navigation Panel
  2. Select Dropped Membership Report.
    Dropped Member Filters.jpg
  3. Select your search filtering criteria.
  4. Optional - enter additional Criteria/Filters. For example, if you have a drop reason called Too Expensive, you could filter on that specific Drop Reason to analyze the number of members who have dropped due to cost.
    Too Expensive.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by drop reason.
  7. Click the Run Report button.
Dropped Membership Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Sales by Member Report

The Sales by Member Report provides a way to analyze sales generated by all or specific members. The report may be filtered by member, specific date range, and custom search criteria. NOTE: This will display sales totals, whether the sale has been paid for or not.

  1. Click Reports in the Navigation Panel
  2. Select Sales by Member Report.
    Sales by Member criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to generate the report for a specific date range.
  4. Optional - enter additional Criteria/Filters. For example, if you wish to generate the report based on membership type, select Membership Type.
    Sales By Member add criteria.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
  7. Click the Run Report button.
Sales by Member Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Total Spending by Contact Report

The Total Spending by Contact Report allows you to view total spending for the contacts in your database. The report may be filtered on specific types of goods and services to help you to understand how various goods are being utilized.

  1. Click Reports in the Navigation Panel
  2. Select Total Spending by Contact Report.
    Total Spending Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to generate the report for a specific Good/Service Type to view spending for just that type.
  4. Optional - enter additional Criteria/Filters.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
  7. Click the Run Report button.
Spending Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

FAQ's

Where can I change the questions that are asked on my Membership Application form?

The questions included on your membership application form are driven by the Membership Policies you have associated to your membership types. See Understanding Membership Policies for further information.
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