Create a Membership Plan
To create a membership plan, navigate to Memberships in the sidebar and select New Membership Plan. If you've created at least one membership previously, this button will be at the top right of the page.
Fill out the Information pop-up will membership details:
- Name - the name of your membership plan (note that this will be public if you use a membership form).
- Description - a detailed description of the membership.
- Duration - the frequency of the membership fee.
- Fee - the cost of the membership (for free Memberships you can type $0 in).
- Enable Option to renew - option for the membership to renew or be a one-time membership (only available for monthly, quarterly and annual memberships).
NOTE: with One-time Memberships, you will be prompted to choose a Start Date and End Date for the plan. The Start Date is the date the membership begins and the End Date is the expiration date for the membership.
For example: The Theatre Membership is a one-time membership that starts on January 1, 2019 and expires on December 31, 2019 and costs $100. If Betty signs up on July 5, 2019 and pays $100. Her membership will expire on December 31, 2019.
If you create a Monthly, Quarterly, or Annual Membership Plan, you will have the option to allow your contacts to renew.
If the enable option is not checked the membership plan will expire after the period with no notification to the contact.
If the enable option is checked you will be prompted with more options:
(1) Renew Membership On:
Join date - membership will be renewed on the same day a contact signed up for the membership.
Example: Betty signs up for the Gold membership (month) on February 15, her plan will be renewed on March 15.
Specified date - membership will be renewed on the date specified. You can specify a day within a month or quarter or choose a specific date within a year.
- renew every 3rd of the month
- renew every 3rd of the quarter - January, April, July, October
- renew on November 3 every year
Betty signs up for the Gold membership (month) on February 15. The plan's specified renewal date is every 3rd of the month. Betty's plan will be renewed on March 3 even if she signed up on February 15.
NOTE: if a contact joins a membership plan on a date other than the specified renewal date, they will have two options: 1) start the membership immediately (and they will be charged immediately) or 2) have the membership start on the renewal date.
(2) Automatic & Manual Renew Options
Allow both automatic and manual renewals - when selected, this will give your members the option to auto-renew their membership when singing-up for a membership on a membership form. If they do not select this option, they will need to renew their membership manually through email.
Allow only manual renewals via emails - when selected your members will need to manually renew their memberships through email.
To learn how to customize and preview membership email notifications, head to Managing Membership Receipts.
Managing Membership Plans
To edit a membership plan > go to the Memberships tool > select the membership > click the menu button > select Edit Information.
Due to all the moving parts with memberships, you can only edit the Name and Description at this time. We recommend that if you plan on making additional ongoing changes to your membership, such as the membership fee, that you set the membership to non-renewable. This way, when you are ready to make the changes, you can create a new membership with the updated information.
Export membership plan subscriptions (active and expired) by selecting the Membership from the main page > Select Action > Export Membership Subscriptions
You can also export the subscription data from the Membership Plan by selecting the export button at the top of the page.
To delete a membership plan > go to the Memberships tool > select the membership > click the menu button > select Delete.
Now that you know how to create and manage membership forms, its time to learn about Adding and Managing Contacts in Memberships!