Membership Tab - CRM

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Membership Tab
The various child tabs available to you from the Membership tab are outlined below.

Manage Memberships Child Tab
Create New Membership Campaign allows you to create a new Membership Campaign. The steps involved with this are covered in Create a Membership Campaign.

Saved Report Child Tab
The Saved Reports area provides quick access to the Membership Campaign Reports that have been saved. You can use the icons in front of each report to run the report at any time.

Scheduled Report Child Tab
The Scheduled Reports area provides quick access to the Membership Campaign Reports that are scheduled to run at set frequencies. You can use the icons in front of each report to make modifications if necessary.

Reconciliation Report Child Tab
The Reconciliation Report area provides quick access to Saved and Scheduled Reconciliation Reports. You can use the icons in front of each report to run the report or to make modifications if necessary.



Admin Only – Membership Tab on the Profile Form

This tab will provide a look at Memberships for the person whose name is at the top of the window.

1. To view information on another person, click Find Member Record. This will allow you to do a quick search for a member.
2. Enter the name or constituent ID of the person you want to view and click Enter to search the database.
3. Click to select a person from the search results.
4. You will now be viewing that person’s Membership History.

For a person's Membership status you will see the following:

  • Active - Membership is current.
  • Lapsed (Expired) - Membership is in a lapsed state if the expiration date passes without the membership being auto renewed or the constituent repurchasing a membership.
  • Canceled - Membership has been canceled.

5. Make changes as needed and click Save.

Remove Cancel Membership Button
Clients now have the option to disable the "Cancel Membership" button from displaying to constituents.
For current clients, the option for constituents to cancel Memberships is enabled by default. If you would like to disable the option for members to cancel a membership online, please contact your Account Manager or Application Support.

After online cancellation is disabled, admins will follow these steps to cancel a Membership for a constituent :
1. Login as an admin.
2. Navigate to Members > Edit Members.
3. Use Find Member Record to pull up the constituent's record.
4. Select the Admin Only - Membership tab.
5. Select the membership that is being canceled.
6. Select Status: Canceled.
7. Select Save and the membership is canceled.


Importing Data into a Membership Campaign

You can import into a Membership campaign by using the following fields which will put values into the areas on the Admin Only – Membership Tab on the Profile Form:

  • [Membership campaign name] - Membership Level
  • [Membership campaign name] - Purchase Date
  • [Membership campaign name] - Expiration Date
  • [Membership campaign name] - Status
NOTE: The import must include these four fields plus the Constituent ID. If you have changed the default, the column headers for your site would be different.
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