The Memberships feature allows you to create campaigns, have an overview of all people who signed up, automatically add them to your CRM, and follow the payment status of their fees.
You can choose to post your membership campaigns online or not, as well as choose whether to set up different membership fees. Check out this article for more information on creating a membership campaign.
This article covers the following points:
- Membership campaigns
- Membership status and what it means
- Managing membership periods
- Modifying membership periods
Membership Campaigns
How Can Your Nonprofit Use Membership Campaigns?
The Membership feature, found under Form & Campaigns > Memberships, allows you to manage all your members and their registrations to your campaigns. Depending on how your activities are organized, you can use this feature in different ways, by creating:
- A campaign per season/year (one for the year N, one for the year N+1, etc.)
- A campaign per type of member if your members fit into distinct categories (for example different age ranges for a soccer club, you can create a membership campaign for each age range and have different fees for each)
- A campaign per activity type if you have several activities with different price groups
Link Between the Membership Feature and the CRM
If someone signs up for a membership campaign, the software will treat them as a member throughout the rest of the software. For example, a profile will be created for that person in the CRM if it doesn't already exist. If it does already exist, its information will be updated to include this new information.
In your CRM, you can easily identify all your members as they all have the icon 
.
Membership Status and What It Means
What Being a Member Means to the Software
You'll find in your CRM all the people that have interacted with your nonprofit: donors, members, past members, admins, etc.
A member is a person that has paid a membership fee. As such, they will be included in your CRM as they have interacted with your nonprofit through a financial transaction.
The membership status is valid over a membership period: if a person signs up, they will be considered a member of your nonprofit over a (fixed) period of time. Past this point, they will be considered a past member if the membership is not renewed.
Identifying the Members in Your Community
As members are different from other contacts, they are recognized through their membership badge in your CRM. You can also quickly identify them through a simple search:
It is also possible to search for members using the Refine search bar on the left-hand side.
Managing Membership Periods
Length of a Membership Period
When creating a membership campaign, you can choose how long the membership period will be. To do so, head over to your membership campaign, select Manage and go to the Configuration tab. Under the fourth step named Membership Plans, you can choose between two membership period possibilities:
- From date to date: for example from 09/01/2023 to 08/31/2024
- For a given number of months from the membership start date: for example for 12 months from 09/01/2023
- Lifetime: from the day of registration or from a specific date (09/01/2023), and that membership will last permanently.
This can only be set up for mandatory fees (membership plans) and not for optional fees.
Modifying Membership Periods
Modifying a Single Person's Membership Period
1. Go to Forms & Campaigns > Memberships > Manage > Members
2. Click on the detail icon (the eye) on the right of the transaction linked to the membership you want to modify.
3. Click on the Edit button
4. Modify the Period using the calendar or writing the date you prefer.
Please note that you can switch from a lifetime membership to a temporary one (fixed dates), but not from a temporary one to a lifetime one. If you missed it, you need to restart the process.
Adding a Membership Period From the CRM
You can also add a membership period from your CRM
1. Go to Community > Contacts > People
2. Select the people you want to add as members.
3. Click +Options. Next, select Add as a member
4. Type out the membership period start and end dates.
This option is only available for members who do not have any membership periods in their profiles.
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