Learn how to add a new sub-membership on a company membership in this step-by-step guide. Constituents can add sub-members to a company membership themselves when completing a membership form. System admins can also manually add a new sub-membership to a company membership. This help guide will cover how to manually add a new sub-membership on a company 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 company sub-membership, not a renewal or rejoin sub-membership.
To add a sub-member to a company membership, an active company membership must already exist on a company account. If needed, refer to the Adding a Company Membership guide in the Recommended Reading Before You Start section above, then return to this article to add a sub-member to the company membership.
1. In the Search field at the top of the page, search for the company to whose membership you wish to add a sub-member and select the company in the drop-down menu that appears.
2. On the company's account page, select Company Contacts.
3. On the Company Contacts page, there should already be at least one contact, since one company contact is needed to set up a company account. For all company contacts you intend to add as as sub-members, ensure 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:
- All intended sub-members for the company account are added as company contacts on the company account.
- Each intended sub-member/company contact has their own Neon CRM account.
Solutions to each Condition Description:
-
All intended sub-members for the company account are added as company contacts on the company account.
In the image below, Stephen Tujague needs to be added as a company contact along with Jerry Tujague, the primary company contact. Let's add Stephen as a company contact.
a. Select New Company Contact.
b. On the New Company Contact pop-up, enter Stephen'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 company contact does not have an existing account, ensure to select the Create a Neon CRM Account for this contact 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/company contact has their own Neon CRM account.
- If the company 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 Tujague" below, i.e. Jerry has his own CRM account.
- If the company contact/intended sub-member does NOT have their own Neon CRM account, their name will appear in black without a hyperlink, as seen with "Stephen Tujague" below, i.e. Stephen does not have his own CRM account even though he is a company contact (see steps below to convert his file to a CRM account).
- To create a CRM account for Stephen, select the three dot action menu in Stephen's tile and then select Convert to Individual Account, and then select Confirm on the confirmation pop-up that appears. Stephen's name will then appear in blue with his own CRM account.
With both of the above conditions met, you are now ready to add sub-members to an existing company membership. In this example, let's add Jerry and Stephen Tujague as sub-members to the company account of 5th Avenue Learning Company.
4. Select Memberships on the primary company account (in this case, the 5th Avenue Learning Company 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 company contacts 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 company's membership, as seen below.