Learn how to pre-configure field values in this step-by-step guide. This is a step you must take before you import your membership data. This help guide will cover how to pre-configure field values in Neon CRM.
Recommended Reading Before You Start
Content
Instructions
Pre-Configure Field Values
Membership Level
1. Open the CSV file you want to import. Locate the Membership Levels and Cost columns on your spreadsheet.
For this example, we will pre-configure the Gold Membership Level.
2. Navigate to the Mission Control Dashboard, select the settings cog, select Global Settings.
3. Navigate to Memberships and select Levels & Terms
4. Select New Membership
5. Complete the fields. When finished, select Next.
|
Field Name |
Description |
|
|
A. |
Name |
Name your membership level. This is the only required field. |
|
B. |
Code |
This is for internal use only. |
|
C. |
Rank |
This will allow you to rank memberships which will also allow you to track if people upgrade or downgrade their membership. |
|
D. |
Force automatic renewal on front-end forms |
This option will force renewal at the end of the term. |
|
E. |
Type |
You can select if this is a no group, company or household membership |
|
F. |
Status |
Make membership level active or inactive |
Membership Term
6. Select New Membership Term
7. When creating a membership term, you will need to set terms for joining and renewing memberships. Fill out Join and Renew sections. When finished, select Submit.
|
Field Name |
Description |
|
|
G. |
Membership |
This will automatically populate as the membership level. |
|
H. |
Display Name |
The display name will be what the column name was on your CSV. For this example the display name will be cost. |
|
I. |
Allow members to enter their own membership payment amount online |
This will allow members to enter their own membership payment as long it is at or above the fee amount. |
|
J. |
(Legacy) Hide this membership term online |
This allows you to hide membership terms on the online form. |
|
K. |
Fee |
The fee will be what is charged to hold that membership level. |
|
L. |
Term |
Will be the length of time the membership will be active. |
8. Here you will see the Level and Terms that you just established. Select Return to Membership List to see your membership listed.
