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.

Content

New Membership Levels

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