Membership
Manage the setup of your membership types, expiry dates, pricing options. Create memberships, add website content and sign up forms, manage renewals and member benefits.
Watch the MEMBERSHIP SIGN UP AND RENEWAL PROCESS Webcast for a good introduction to how the membership module works.
Membership Setup
In Association Online you are able to setup as many Membership Types as you need, including both individual and corporate / company membership types.
As with other parts of the system, the job of managing memberships is easier due to a variety of automated processes, such as reminder emails, membership renewal triggers, system triggered membership status changes, (e.g. to active or expired), default emails, and pro-rata calculations.
Setup the following information in your membership types:
- Pricing options including pro-rata, joining fees, sign up and renewal costs
- Indicate member benefits based on status
- Content of membership pages on the front end
- Setting prerequisite membership types
- Create, edit and link Membership Signup forms to the membership type
- Timing of automated expiry emails
- Automated emails to be sent
Download the Membership setup User guide for more information
Membership Administration & Management
As an administrator, you don't necessarily need to know how a membership type is setup, however you do need to know a great deal about viewing and editing membership data.
Administrators can:
- Sign up a member
- Renew a membership
- View and edit member and membership information, including original sign-up form data
- Use search filters
- Manually archive memberships
- View membership history
- Add people to corporate memberships
- Run a report using the Export Manager
- Setup Expiry Warning & Reminder emails correctly
- Setup Default Membership emails
- View the email log
- Customise Default Emails
- View and edit membership signup forms
- Add content to the Membership Type's page
- Run a report
Download the Membership Mangement user guide for more information.