Link a Membership plan to a group

Before Starting

In a membership campaign, you can create various membership plans for all your different types of members.

Linking a Membership Plan to a Group

When creating your membership campaign, you can create plans linked to a group. This means that anybody signing up for that specific plan will be added automatically to the chosen group.

This function is also available when creating a donation campaign. However, it is not available for sales in the store or in the events feature. 

Main Idea

Groups are used to target your messages and keep your CRM clean. Linking a membership plan to a group is an easy way to automate this process.

For example, You have 2 membership plans, one for those under 25s at $15, and another for those over 25s at $25. It can be useful to record which members took which membership. 

Our tool helps you manage this, by allowing you to automatically segment your members depending on which membership plan they chose when signing up.

How To Set This Up

To automate this segmentation, head over to your membership campaign under Forms & Campaigns > Memberships > Manage, then go to the Membership Plans section in the Configuration tab.

Click on the settings icon (cog) at the right of a membership plan that is already created. A pop-up window will appear. 

You can then click on +Options, then on Add the user to a group during the membership process, and select a group.

Once these modifications are done, new members registering and choosing this membership plan will be automatically added to the selected group.

To learn more on this topic, check out the article on managing your groups and on creating a membership campaign.