Membership Application Process

How to Set up the Online Application Process

To set up an online join form, you must first set up the following information:

Membership Types

1. Login and click ADMIN, MANAGE ADD-ONS, MEMBERSHIP APPLICATION, MEMBERSHIP TYPES.
2. Click ADD.
3. Enter the name of the membership type you want to appear on the join form.
4. Click the PRICING tab and enter the price for that membership type in the REGULAR PRICE field.
5. Click on the SUBSCRIPTION tab and select:
   1. Periodic if the membership type lasts for a specified time period. You will also specify the membership expiration period in days or months.
   2. Calendar if the membership type expires during a specific month. You will select the month in the Calendar Duration Month field.
   3. Perpetual if the membership never expires.
   4. Leave this field empty if the membership is not a subscription.
6. Click on GROUP to add members in that membership type to a specific group.
7. Check the box RENEW ON EXPIRATION if you want the membership to automatically renew on expiration.
8. Check the SEND RENEWAL NOTIFICATION if you want the member to be notified prior to renewal. You must create the renewal notification email in system emails and select it in Ecommerce Settings, with a Notification Period.
9. Make sure there is a check next to BLOCK RECURRING PURCHASES.
10. If the renewal price is different than the original join price enter it in RENEWAL CUSTOM PRICE.
11. Check MANAGE FROM MY ACCOUNT if you want this item to be available to purchase or cancel in the Manage Subscriptions section of My Account.
12. Click OK to save changes.

Account Contact Types

1. Login and click ADMIN, MANAGE ADD-ONS, MEMBERSHIP APPLICATION, ACCOUNT CONTACT TYPES.
2. Click ADD and enter the contact type name.
3. In the MEMBERSHIP APPLICATION tab:
   1. Check SHOW IN MEMBERSHIP APPLICATION if you want the contact type available on the online join form.
   2. Check IS PRIMARY CONTACT if this person will be the primary contact for the account.
   3. Check IS BILLING CONTACT if this person will be the billing contact for the account.
   4. In MEMBERSHIP APPLICATION SORT ORDER, put 1 for the first contact type to show on the join form, 2 for the second, etc.
4. Click OK to save changes.

Membership Payments

Use this to set up different levels of pricing for a specific membership type (based on size, revenue, etc.)

1. Login and click ADMIN, MANAGE ADD-ONS, MEMBERSHIP APPLICATION, MEMBERSHIP PAYMENT SELECTION.
2. Click ADD.
3. Select the MEMBERSHIP TYPE that applies.
4. In the CAPTION field write the name you want to appear on the join form, such as Employees 1-19, Employees 20-59, etc.
5. In the ADDITIONAL AMOUNT field put the difference between the cost for this level and the lowest level price for membership.
6. In the ALPHA SORT ORDER field type in the order in which you want the membership levels to appear.

Setting Up the Join Form

Login and click ADMIN, MANAGE ADD-ONS, MEMBERSHIP APPLICATION, MEMBERSHIP APPLICATION SETTING.
1. In the FORM CONTENT tab:

1. In the WELCOME FORM field, enter the text for the join form when someone first lands on the page.
2. In the WELCOME BUTTON TEXT field, enter the text for the button at the bottom of the form (such as Join Now).
3. In the MEMBERSHIP FORM field, enter the text to be displayed on the next page (such as membership types and prices) before users start entering organization information.
4. In the CONTACT FORM TITLE field, enter the title for the page where users enter contact information for the organization.
5. In the CONTACT FORM field, enter instructions to be displayed above where users enter contact information for the organization.
6. In the PAYMENT FORM field, enter instructions to be displayed above where users enter payment information.
7. In the PAYMENT THANK YOU field, enter text to be displayed on a Thank You page after payment for membership is completed.

2. In The INVITATION PROCESS tab:

1. Put the web address for the invitation page in the Invitation Page URL field.
2. Put the text for the invitation page in the Invitation Form Content page field.
3. Put the text to display if the person accepts the account contact invitation in the Invitation Form Result - Accept field.
4. Put the text to display if the person declines the account contact invitation in the Invitation Form Result - Reject field.
5. Put the text to display if the person clicks the account contact invitation more than once in the Invitation Form Result - Invitation ID invalid field.

3. In the SYSTEM EMAIL ADDITIONAL CONTENT tab:

1. Put appended data for the system email named "Membership Application New User Username and Password" in the field New User Username and Password.
2. Put appended data for the system email named "Membership Application Invitation To Existing User" in the field Invitation to Existing User.
3. Put appended data for the system email named "Membership Application - Account Contact Invitation Response Notification" in the field Account Contact Invitation Response Notification.

4. In the ACCOUNT PAYMENT METHOD tab:

1. Select the default account payment method when a new account is created from the join form.

Click OK to save changes.