Contents
Introduction
Automatic Start Date for New Membership
Automatic Start Date for Renewal Membership
Automatic Adjustment for End Date
Automatic Calculation for Membership Change
Membership Grace Period
Primary and Sub-Member Renewal
Add-on Donations
Membership Status Message
Complimentary Membership
Introduction
The basic membership settings govern the way membership terms work in your NeonCRM system. Edit these settings by navigating to Settings cog Global Settings Memberships Settings
Automatic Start Date for New Memberships
There are three dates associated with memberships in NeonCRM:
- Transaction Date - the date the membership is purchased
- Term Start Date - the date the membership goes into effect
- Term End Date - the date the membership will expire
This setting offers two options for the Term Start Date for new memberships: Fixed Date and Use date of transaction. New memberships are records that have an Enroll Type of JOIN. Any membership registration records that have an Enroll Type of JOIN are subject to this setting.
Fixed Date
With this option selected, the Term Start Date will always be the same date, regardless of the Transaction Date. It also allows you to set a second fixed date so that a purchased membership's Term Start Date will be delayed until the selected date next year instead of being back-dated to your selected date this year.
Using these settings:
All new memberships begin on September 1, regardless of which day they are purchased. Memberships will begin on this date for all transactions between the fixed date and April 15. Memberships created outside this window will automatically begin on the same start date of the next year. This option should only be used for annual membership terms.
The following would occur for one-year memberships set to end on the last day of the month:
| Transaction Date | Term Start Date | Term End Date |
| November 10, 2015 | September 1, 2015 | August 31, 2015 |
| May 10, 2016 | September 1, 2016 | August 31, 2017 |
In this example, you can see that NeonCRM will set the Term Start Date to last September 1 if the membership is purchased prior to April 15. If it is purchased after April 15, NeonCRM will set the Term Start Date to the next September 1.
Use date of transaction
With this option selected, the Transaction Date and Term Start Date will be the same. For example, if I purchase a membership on September 1, it will go into effect on September 1.
Automatic Start Date for Renewal Memberships
As noted above, there are three dates associated with memberships in NeonCRM:
- Transaction Date - the date the membership is purchased
- Term Start Date - the date the membership goes into effect
- Term End Date - the date the membership will expire
This setting offers three options for the Term Start Date: Fixed Date; Use transaction date or previous renewal date, whichever is later; and Use previous renewal date. Renewal memberships are records that have an Enroll Type of RENEW. Any membership registration records that have an Enroll Type of RENEW are subject to the Automatic Start Date For Renewal Membership setting.
Fixed Date
With this option selected, the Term Start Date will always be the same date, regardless of the Transaction Date. It also allows you to set a second fixed date so that a purchased membership's Term Start Date will be delayed until the selected date next year instead of being back-dated to your selected date this year.
Using these settings:
All renewed memberships begin on September 1, regardless of which day they are renewed. Memberships will begin on this date for all transactions between the fixed date and April 15. Memberships created outside this window will automatically begin on the same start date of the next year. This option should only be used for annual membership terms.
The following would occur for one-year memberships set to end on the last day of the month:
| Transaction Date | Term Start Date | Term End Date |
| November 10, 2015 | September 1, 2015 | August 31, 2015 |
| May 10, 2016 | September 1, 2016 | August 31, 2017 |
In this example, you can see that NeonCRM will set the Term Start Date to last September 1 if the membership is renewed prior to April 15. If it is renewed after April 15, NeonCRM will set the Term Start Date to the next September 1.
Use transaction date or previous renewal date, whichever is later
With this option selected, Neon will review two dates in order to determine which date to set as the Term Start Date: the Transaction Date or the previous Term Start Date.
For example, if a membership's previous Term Start Date was September 1, and the member uses NeonCRM to renew their membership on September 15, the Term Start Date for their renewed membership will be set to September 15.
Use previous renewal date
With this option selected, Neon will set the use their previous membership's Term Start Date to set the Term Start Date for their renewed membership.
For example, if a membership's previous Term Start Date was September 1, and the member uses Neon CRM to renew their membership on September 15, the Term Start Date for their renewed membership will be set to September 1.
Automatic Adjustment for End Date
This setting offers two options for Neon CRM to determine the Term End Date for memberships: None or Last day of the month.
None
With this option selected, Term End Dates will be set exactly according to the membership's defined term. See more information on membership terms here.
For example, if a member purchases a membership with a one year term on September 25, their membership will expire exactly one year later on September 25. If a member purchases a membership with a one month term on October 10, their membership will expire exactly one month later on November 10.
Last day of the month
With this option selected, Term End Dates will be set to the end of the month according to the membership's defined term.
For example, if a member purchases a membership with a one year term on September 25, their membership will expire one year later on September 30. If a member purchases a membership with a one month term on October 10, their membership will expire the next month on November 30.
Automatic Calculation for Membership Change
Neon CRM can track if members have upgraded or downgraded their memberships over time, or if their memberships have remained the same. This setting determines how Neon CRM identifies what is considered an upgrade or downgrade.
This setting offers two options: Based on amount and Based on rank.
Based on amount
With this option selected, Neon CRM will use membership amounts to determine an upgrade vs. a downgrade.
For example: a member previously had a $25 membership and now has a $50 membership. With the Based on amount setting, Neon CRM considers this person has having upgraded their membership because they went from a lower cost membership to a higher cost one.
Based on rank
With this option selected, Neon CRM will use membership rank to determine an upgrade vs. a downgrade. Membership Rank is set for each Membership Level in Settings cog Global Settings Memberships Levels & Terms.
Membership Grace Period
When a member logs in to their account to view their membership status, they will see an option to either renew their membership...
...or to join as a new or returning member.
Notice that the second member's Action link says "Join Now" even though they have a past membership history.
By default, when a member's term expires, the member will no longer have access to the "Renew Now" link. So for example, if my membership expires on September 20 and I log in to my account on September 25th, I will see the "Join Now" link instead.
With a grace period set, that "Renew Now" link will continue to appear even after a member's term has expired, for as long as the grace period lasts.
So if the grace period is 30 days and my membership expires on September 20, I can log in on September 25 and complete the membership renewal form as opposed to the join form.
The grace period does not affect any other membership privileges. If a membership has expired but they have not purchased a new membership, even if they are still within the grace period:
- Their membership is inactive
- They will no longer have access to member-restricted secure login pages
- They will no longer receive conditional ticket prices specific to members
- They will no longer receive event registration discounts specific to members
Primary and Sub-Member Renewal
If this feature is turned on, Neon will "prompt" constituents who are renewing their memberships online to renew all of their sub-members, as seen below:
If this setting is turned off, this screen will not display. It will be up to the constituent to view and edit their sub-members after they complete their membership purchase.
More information on group memberships is available in our Household Group Memberships and Company Group Memberships guides.
Add-on Donations (Legacy Forms)
If your Neon CRM subscription includes the Fundraising module, you can add an option to your Legacy membership forms so that registrants can add a donation along with their membership fee:
There are two options for how this donation will be tracked:
- Create a new, separate donation entry and
- Combine the donation with the membership fee.
Create a new, separate donation entry
If this option is selected, Neon CRM will create two transactions on the member's account: a donation and a membership registration. The constituent will receive separate acknowledgments for each transaction.
Combine the donation with the membership fee
If this option is selected, Neon CRM will create a single membership registration for the full amount paid. So for example, if someone registered for membership at $50 and added a $25 gift, their membership history would show a membership transaction of $75. They would also receive only one acknowledgment for the full amount as a membership payment.
Note: This Add-On Donation option is also available with Neon CRM's newer membership forms, found under Forms & Pages > Forms. However, with new membership forms the add-on donation can be added/removed inside the Form Builder while customizing each form, and does not need to be configured in Global Settings. More details here.
Membership Status Message
This message appears to constituents when they log in to the constituent login portal. It displays information about their current membership term.
When enabled, the Membership Status Message displays the following information on each page of the Constituent Login Portal.
The message will be collapsed by default, as shown in the example below.
Click Details to see a list of any active current memberships as well as any future membership terms.
Complimentary Membership
This setting enables the Complimentary Membership feature. Learn more about complimentary membership here.