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Membership Features in Detail
Membership Features in Detail
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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
  • Company:
  • Both

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

  • Description
  • Price

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

 


 

8.1 The Visitor Experience

8.2 Components

8.3 Feature Administration

8.4 Tutorials

8.5 Special Situations

8.6 Troubleshooting



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