Learn how to edit and manage your membership levels in this step-by-step guide. There are steps you must take before you can set membership levels in the CRM. This help guide will cover how to set membership levels.
Recommended Reading Before You Start
Content
Reorder Membership Display Sequence
Reorder Membership Term Display Sequence
Instructions
New Membership Levels
The membership module assigns a status that you define to a constituent record for a period of time. You can use this in many different ways to suit your organization’s needs. Most often, people set it up so that their constituents regularly pay dues to receive some sort of benefit or access to their organization.
You can:
- Keep track of current and expired members
- Process membership fees
- Set up automatically-renewing membership payments
- Provide a front-end login for members to access the membership features
- Run reports on members
1. Navigate to Settings cog and select Global Settings
2. Under Memberships, select Levels & Terms
3. Select New Membership
4. Complete the fields. When finished, select Next
Field Name | Description | |
A. | Name | Name your membership level. (Required) |
B. | Code | Codes are only used for internal tracking |
C. | Rank | Track if a constituent has upgraded or downgraded by assigning a rank to each membership level. Assign a number in this field. Numbers at the bottom of the list are higher in rank, meaning a "1" in this field is a lower level of membership than "3." |
D. | Force automatic renewal on front-end forms |
While your members usually have the choice of whether to renew automatically, selecting Yes here sets a certain membership to always automatically renew. When this setting is enabled for a Membership Level, it applies to all membership terms created for that level, including sub-member terms. |
E. | Type |
Neon CRM gives you the ability to set up and process three membership types, which include: No Group Membership - for a single entity, such as a single individual or a company with no additional contact memberships Company Group Membership - allows one company to sign itself up for a membership and then add company contacts (such as employees) as "child" members all in the same transaction. Household Group Membership - allows one individual to sign him/herself up for a membership and then add household contacts (such as spouses, children, etc.) as sub-members all in the same transaction. |
F. | Status |
Select Active or Inactive |
Reorder Membership Display Sequence
1. Navigate to Settings cog and select Global Settings
2. Under Memberships, Select Levels & Terms
3. Select Reorder Membership Display Sequence. This will reorder the list in global settings.
4. Click, drag, and drop each field to adjust the display sequence.
5. When finished, select Submit
Reorder Membership Term Display Sequence
Note: This setting is only applicable to Legacy forms which are located in the Links & Pages list.
1. Navigate to Settings cog and select Global Settings
2. Under Memberships, Select Levels & Terms
3. Select Reorder Membership Term Display Sequence
4. Click, drag, and drop each field to adjust the term display sequence.
5. When finished, select Submit