Learn how to add a new sub-membership on an individual membership in this step-by-step guide. Constituents can add sub-members to an individual membership themselves when completing a membership form. System admins can also manually add a new sub-membership to an individual membership. This help guide will cover how to manually add a new sub-membership on an individual membership as a system admin.
Recommended Reading Before You Start
Instructions
Please note:
- This process assumes that all applicable Membership Settings, Levels, and Terms (including Sub-Membership Levels and Terms) have already been set for your organization. These items must be completed before you can add a membership or sub-membership. Refer to the Recommended Reading Before You Start articles above for more information.
- The following guide outlines the process for adding a new individual sub-membership, not a renewal or rejoin sub-membership.
To add a sub-member to a membership, an active membership must already exist on the primary account holder's account. If you need to add a membership to an account, refer to the Adding an Individual Membership guide in the Recommended Reading Before You Start section above, then return to this article to add sub-members to the membership.
1. In the Search field at the top of the page, search for the constituent to whose membership you wish to add sub-members and select the constituent in the drop-down menu that appears.
2. On the constituent's account page, select Household Contacts.
3. On the Household Contacts page, ensure ALL THREE of the following conditions exist: (the solutions to fulfill each of these conditions, if not met, are listed in the "Solutions to each Condition Description" below):
The conditions are:
- There is a Household created on the primary constituent's/member's account.
- The constituent(s) you wish to add as a sub-member is/are listed as Household Contact(s).
- Each intended sub-member has their own Neon CRM account.
Solutions to each Condition Description:
-
There is a Household created on the primary constituent's/member's account.
a. If there IS a household created, you will see the household name in the top banner and the primary account owner listed as a household contact, as seen in the image below.
b. If there is NOT a household created, you will see the message below on the Household Contacts page, and you will need to complete the two steps below.
1. Select New Household on the image below.
2. Enter a Household Name and select Create Household per the image below.
-
The constituent(s) you wish to add as a sub-member is/are listed as a Household Contact(s).
In the image below, Jerry Irving should be listed as a household member along with Karen Irving, the primary household contact. Let's add Jerry as an additional household contact.
a. Select the three dot Action Menu in the household name tile and then select New Household Contact.
b. On the New Household Contact pop-up, enter Jerry's First Name and Last Name. While you type the First Name, the system will search for name matches. If a match exists, select it. If not, continue completing the Last Name field. If the household contact does not have an existing account, ensure to select the Create a Neon CRM Account checkbox (as seen below). Complete all other fields, as needed, and select Create Contact at the bottom of the pop-up.
- Each intended sub-member has their own Neon CRM account.
- If the household contact/intended sub-member DOES have their own Neon CRM account, their name will appear as a blue hyperlink that links to their account, as seen with "Jerry Irving" below, i.e. Jerry has his own CRM account and is part of this household.
- If the household contact does NOT have their own Neon CRM account, their name will appear in black without a hyperlink, as seen with "Jackson Irving" below, i.e. Jackson does not have his own CRM account even though he is part of this household (see steps below to convert his file to a CRM account).
- To create a CRM account for Jackson, select the three dot action menu in Jackson's tile and then select Convert to Individual Account, and then select Confirm on the confirmation pop-up that appears. Jackson's name will then appear in blue with his own CRM account.
With all three of the above conditions met, you are now ready to add sub-members to an existing membership. In this example, let's add Jerry and Jackson Irving as sub-members to Karen Irving's membership.
4. Select Memberships on the primary member's account (in this case, Karen Irving's account).
5. Select the three dot Action Menu on the active membership and then select Manage Sub-Members on the drop-down menu. (Note: If the Manage Sub-Members option is grayed out, the membership does not allow sub-members on the membership.)
6. The members of the household will appear. Select the checkbox next to each member you wish to add as a sub-member to this membership. Then select Add to Membership.
7. On the Group Membership page, select the Membership Term for each sub-membership. Also, select the Term Start Date for each sub-membership, then select Calculate for each sub-membership to calculate the Term End Date for each sub-membership according to the pre-determined sub-member settings. Once all of this information has been entered, select Add Membership.
8. If you wish to send a Transaction Summary to any of the newly added sub-members, select Email or Mail Merge, as applicable. If there is a fee for the sub-memberships, enter the payment information. For this example, the sub-memberships do not have a fee. Therefore, select Submit. (If there is a fee, select Save Payment or Submit Payment depending upon the payment option.)
The new sub-members will appear on the primary member's membership, as seen below.