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 .xlsx or .csv file you want to import. Locate the Membership Levels and Cost columns on your spreadsheet.
For this example, let's 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 .xlsx or .csv file. 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.