There are two ways to register a member in the software: add a membership period from the page Community > Contacts or create a membership campaign.
The first method is much faster to put in place but does not allow you to have a follow-up on the memberships. On the other hand, the membership campaign gives you more follow-up options: direct messaging, an overview of the members who have paid, to collect information on the members, and much more.
This article discusses the following points:
- Adding a membership period
- Creating a membership campaign
- Manually entering a membership using the membership campaign method
Adding a Membership Period
Advantages of this Method
This method is the most useful if you are starting to use the software and are in the middle of a membership period. Fill out the membership period left for each member, then create a campaign for the following season.
Also, if you do not allow people to register as members online, you can manually register several memberships quickly in this way.
You can also extend memberships exceptionally using this method. However, modifying the dates of an existing membership period won't be possible.
1. Go to the page Community > Contacts.
2. Select the person
3. Click + Options, and select Add as a member. You can then choose the start and end dates of the membership. Do not forget to validate them!
This method allows you to add several members at once. To do so, tick multiple people and proceed with the same steps described above.
Creating a Membership Campaign
Advantages of This Method
A membership campaign allows you to add members manually or let them sign up individually online. If a member is new to your nonprofit, they will be automatically added to your CRM. If they already exist in your CRM, their profile will be updated with the membership details.
You can also collect information on members by asking them to fill out a form with personalized questions.
1. Go to Forms & Campaigns> Memberships.
2. Click on Create a Membership Campaign and fill out the steps.
For more details on the creation of a Campaign, you can visit this article.
Where to Start
With a membership campaign, new members can sign up online on their own, meaning they will automatically be added to your membership list without any actions required from your side. You do, however, still have the opportunity to add members manually using this method.
1. Go to Form & Campaigns > Memberships. Here is a recap of all your membership campaigns.
2. Click Manage on the campaign you want to add members to.
3. Go to the Members Page
4. Click on the button Add a Member.
Linking a Membership to a Profile in the CRM
The field Attach a contact (optional) will allow you to link the membership to a person that already exists in your CRM.
Saving the Membership
You can save the membership by filling out their first and last name and their membership type. You can directly add another person by clicking Add a contact at the bottom of the same page.
You can apply a personalized discount in $ or % before clicking Continue.
Filling Out Information on the Member
Next, you can fill out additional information on the member. This information corresponds to the fields that were requested in the form of the membership campaign.
If a profile exists for this person, you can choose to attach this membership to their profile or create a new one. The forms of unfinished memberships are also visible here.
To see who has paid and who hasn't, head over to Memberships > Manage > Members. Here you will have a complete overview of all signed-up members, and you can filter by payment status.