The Membership Feature provides a highly flexible system for
offering, promoting, signing-up and managing members online. Be careful not to confine your interpretation
of this feature only to “memberships” as in a club or association. Instead,
think of members as a specifically privileged group. Membership Types can be assigned to all kinds
of groups such as employees, specific department staff, managers, contributors,
parishioners, reporters and journalists, constituents, vendors, customers,
prospects, etc.
Membership Types
are used to classify groups of contacts in order to control access to specific
website functionality and to trigger events specific to given membership types
-- events such as billing, program notifications, surveys, news delivery,
exchange announcements, press releases, etc.
For example, some organizations provide separate memberships to access
different exchanges such as employer job posting and applicant resume posting.
Others use membership types to separate donation levels such as Gold Sponsor,
Silver Sponsor and Bronze Sponsor. In such cases, Gold Sponsors might get
privileged access to all the sponsor facilities while Silver and Bronze get
less accordingly. Some associations create an “Expert” membership type and
charge a fee for that membership. Expert members then enjoy listing in the
online Expert Directory, receive leads from our “Ask the Expert” feature, and
may sell products and services through our exchange feature. Subscriptions to
publications and other features are controlled through this feature also.
The possible number of membership types is virtually
unlimited. So, its up to you to find creative ways to provide paid and/or
unpaid access to the many benefits of your portal.
Membership feature benefits
include:
- Ability to define an unlimited number
of unique Membership Types.
- Each Membership Type can have
different fees, acceptance requirements, and benefits.
- Allows members to join more than one
Membership Type, e.g. National Membership and International Membership or
Book of the Month Club and DVD of the Month Club.
- Create informative Membership
Descriptions. Integrates with
PORTALPRODIGY Document Editor to create colorful descriptions without
knowledge of HTML.
- Ability to attach online brochures to
provide additional information including beautiful and dazzling multi
media presentations as well downloadable and printable formats.
- Integrated with the PORTALPRODIGY Mini
Browser Feature Component to include solicitations for membership on your
site’s home page.
- Membership Types support Initiation
Fees, Renewal Fees and Recurring Dues Fees.
- Recurring dues can be specified in
days or as “annual”, “quarterly” or “monthly”.
- Initiation Fee and Recurring Dues can
be prorated for calendar year, quarter, or month; fixed for calendar year,
quarter, or month; or fixed for specified time period.
- Membership provides lock option, to
preserve fee amount with additional option to fix the fees for set period
of time or an indefinite period (such as lifetime).
- Supports promotional codes to apply
discounts to membership fees.
- Ability to require fees to be paid at
time of application submittal or upon approval.
- Ability to define Membership application
forms and questionnaires.
- Approval process with automated approval
request, acceptance, and rejection emails.
- Tracks approval date and approved by.
- Option to include a Membership
Agreement.
- Option to require that Membership
Agreement either be: (a) signed and returned as hard copy; or (b) offered
as online acceptance page.
- Automated Membership billing. Supports
user preference to have credit card automatically billed or to be
invoiced.
- Creates invoices for membership
billings with ability to send as email or printed and mailed based on user
preference setting for each member.
- Membership collection and online
payment processing using credit cards or Pay Pal.
- Membership Application report which
lists each applicant’s signup information with their completed application
form.
- Membership Renewal report which lists
each member due for renewal along with fees and payment method.
- Membership Dues Collection report
which lists each new member, their membership fees, amount collected and
amounts currently due , Grouped by Membership Type with subtotal by Group.
- Option to send automated Membership Renewal
notices by email.
- Option to send automated Membership
Approval notices by email.
- Specify a PORTALPRODIGY Security Group
that is automatically assigned to new members when they are approved for
membership.
- Specify a PORTALPRODIGY Security Group
that is automatically assigned to expired members.
- Provide auto response notification
that sends email to responsible party upon application for new membership.
- Automatic assignment of customer URL
for web hosting services.
Some of the components, fields and settings of the
Membership feature, discussed in detail in this chapter, are:
Membership Fees Feature Management Page
Instructions
Fiscal Date
Cost of Goods Sold
Inventory Account
Receivables Account
Revenue Account
Search For Membership Types Page
Include deactivated records
in search results: Y/N
Membership Type ID
Title -
Created Date Range
Modified Date Range
Items Per Page b
Quick Search on Application
Title
Membership Types Management page:
Title:
Description:
Sort Order:
Brochure
Agreement Document
Acceptance Type
Acceptance Notes
Application Required
Application:
Approval Required
Approval GroupID
Pay Required to Activate
Allow online cancellation
Membership By
Individual Signup Form
Company Signup Form
Name
Phone
Email:
Pre-Approved Group
Approved Group
Expired Group
Reporting Class
Name
Address 1
Address 2
City:
State:
Zip:
Initial Term
Recurring Terms
Days to Bill Before Due
Prorate Initiation
Prorate Recurring
Lock Days Recurring Fee
Lock Days Renewal Fee
Dues Anniversary
- Signup Date:
- Approval Date:
- Specified Anniversary
Date
- Days To Approve
Pay Online:
Pay By Mail:
Pay On-Account:
WelcomeKit Template:
Renewal Template:
Inactivity Template:
Rejection Template:
Initiation Fee
Renewal
Description
·
Price
Recurring
·
Description
·
Price
Other
·
Description
·
Price
Created By
Modified By
Active
Expires Date
ChapterID
Items Management page for Membership Fees
Feature
Feature Record ID
Type
Item Name
Price
Cost
Default Item?
Product Type
Interval
Days
·
Monthly
·
Quarterly
·
Annual Calendar
·
Annual Fiscal
Days
Start Date
Prorate
Include Next Period
Cost of Goods Sold
Inventory Account
Revenue Account
Search for Applications page
Application ID
Title
Created Date Range
Modified Date Range:
Items Per Page:
Quick Search on Application.
Application Management page
Application Title
Description:
Allow Repetitive:
Response Notification Email:
Questions:
Question ID:
Question Type:
·
Choice:
·
Text:
·
Memo:
Maximum Answers -
Order #
Choices
Created By
Modified By
Active:
ChapterID
Topic
Private
Go to Question:
·
First Question
·
Previous Question
·
Next Question
·
Last Question:
Membership Management page:
Membership Type:
Member Name:
Application:
Agreement Document
Locked Recurring Fee
Anniversary Date
Membership ID
Initial Order
Company Name
Application Status
·
Not Completed
·
Pending
·
Approved
Agreement Status
Locked Renewal Fee:
Automated Charge on Credit
Card:
Payment Type:
Name on Card or Check:
Number:
Expiration Date (Month/Year)
Address:
City:
State:
Zip
Created By
Modified By
Active
Search for Memberships
ID:
Member Name:
App Status:
Application:
Membership
Editor