Household Group Memberships

Household Group Memberships

Contents

Introduction
Setting Up a Household Group Membership
Adding Sub-Member Terms
Registering for Household Group Membership Online
Entering a Household Group Membership as an Administrator
Renewing a Household Group Membership Online
Renewing a Household Group Membership as an Administrator


Introduction

NeonCRM offers three membership types, described here: No Group, Household Group, and Organization Group. Household Group Memberships allow a single individual to register as the primary member and add individuals to be sub-members. Each of the sub-members will receive their own separate NeonCRM account, which will be linked to the primary member as a household relation (described here). The sub-members will be able to create their own login names and passwords and receive all the benefits of the membership, such as member discounts on events or store purchases. However, only the primary member will be able to renew or otherwise change the membership for the sub-members.

The most common example of a Household Group Membership is a family membership. For example, dad could be the primary member and mom and the two children could each be sub-members.

Setting Up a Household Group Membership

To set up a Household Group Membership, go to System Settings > Home/Dashboard > Levels & Terms (under Memberships), then select New Membership.

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On the next page, name your membership and fill out the other information as you like. The different fields on this page are described here. Then, from the Type drop-down, select Household Group Membership. A new field will appear called Max # of Sub-members

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As described in the highlighted note, the Max # of Sub-members field sets a maximum number of sub-members that the primary member can bring along with them. For example, if you wanted to only allow for up to 4 people to register for a family membership, you would enter "3" in the Max # of Sub-members field, because you want to allow the primary member to bring up to 3 sub-members. If you wanted 2 people to be able to join, you would enter "1" in this field. If you leave this field blank, a primary member can bring an unlimited number of sub- members.

Click Next.

 Now that you have set up the basic information about your membership, you need to set up the pricing and length. To do this, click New Membership Term next to the Membership Term/Pricing heading.

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On the next page, you will be asked to set up a Join and a Renew term for your Household Group Membership. Neon separates these terms so that you can have different pricing for each - for example, it costs $100 for someone to join as a member, but $200 to renew. This guide outlines how to set up Join and Renew terms. This process is the same for all membership types.

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Once you have finished setting up the Join and Renew terms, click Submit. You will be returned to the Membership page. There, you will see the terms that you set up with details. The final column will say Group Detail and have links that say Add Sub-member Term.

 add_sub-member_term_to_household.png

Adding Sub-Member Terms

This is an additional step that is only required when you're setting up a group membership like this Household Group Membership. The prices that you set for the Join and Renew terms were for the primary member - i.e. it will cost dad $100 to join. Add Sub-member Term is asking you what (if any) additional cost there is for each sub-member, like mom and her two children in our example. Click Add Sub-member Term to add these prices. You need to complete this step even if you are not charging an additional fee per sub-member. You will be able to enter "0" for this fee.

You will need to go through the Add Sub-member Term process twice - first for the Join term that you created, then for the Renew term. Click the Add Sub-member Term for the Join term first. This will take you to a screen that is similar to the Join/Renew screen.

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On this screen, the Display Name should say what (if any) extra cost there will be per sub-member. The Fee is that cost. In this case, we are not charging anything for each sub-member. Click Submit to complete the setup. You will be returned to the Membership screen. Now click Add Sub-member Term for the Renew term and repeat the same process.

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Once you finish adding the sub-member term for the Renew term, you will be once again returned to the Membership screen. It will now have both the Join and Renew terms for the primary member and the Join and Renew terms that you set up for the sub-members.

zd_group_membership_terms.jpg


Registering for a Household Group Membership Online

Now that you have set up your Household Group Membership called Family Membership, it will be available on your online membership forms. You can always retrieve the link for this and other Neon forms under Forms & Pages > Home/Dashboard, as described here. The membership you set up will be listed using the language that you entered in the Display Term field during setup.

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On the first page of the membership form, the primary member will be able to select your Household Group Membership term and enter their information. The information that you collect on this form can be customized by following the directions in this guide. When they click Submit, they will be taken to a second page.

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To add a sub-member, click Add Another Household Member. The primary member will then be asked to fill out information about their sub-member. The only option that will be available for the sub-member's membership level is the Add Member Price option that you set up - in this case, Extra Person - free.

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At the bottom of this page, the primary member can either click Continue - if they are done adding sub-members - or they can add additional sub-members by clicking Add Another Household Member. This button will appear until the primary member has met the sub-member limit that you set in the Max # of Sub-members field during setup. If you did not set a Max #, the primary member will be able to add as many sub-members as they would like.

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Logged-In Constituent Options

If your constituent is logged in while registering and they already have household members associated with their Neon account, Neon will give them the ability to include those household members as sub-members on their Household Group Membership. Households are described in detail in this guide. For example, in this screenshot, we can see that Kay Bailey has two household members: Troy Bailey and Ginny Bailey.

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If Kay logs in using the constituent login portal (described here) and goes to the membership registration form, she will be able to choose and purchase the Household Group Membership. Once she has completed her transaction, she can select My Membership in the constituent drop-down.

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From this page, she can add her household members to her membership by selecting them and clicking Join.

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Now Troy and Ginny have been added as sub-members for Kay's Household Group Membership.

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Entering a Household Group Membership as an Administrator

To register an account for a Household Group Membership in the back-end of Neon, go that person's account and select New Membership in the Membership History section.

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Select the appropriate Membership Term (in this case, Family Mem) and Neon will automatically populate several of the remaining fields. Select the click star to populate option for Neon to automatically assign a start and end date to this membership according to your Membership Settings, described in this guide. Then click Next.

 add_new_membership.png

On the following pages, you will be asked to enter payment information and confirm the membership entry.

Once you have completed the entry, go back to the person's account. Neon has now automatically created a household for this person.

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Add the additional household members that you wish to add to the purchased Household Group Membership by selecting New Household Contact.  Make sure they are also set up as accounts.

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Once household member accounts have been added, a new link will be available next to each group membership type in the Membership section: Manage Household Membership.

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Check off the household members that you wish to add to the Household Group Membership, and select Add as Sub-member

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Select the appropriate Membership Term (in this case, Sub-Membership) and Neon will automatically populate several of the remaining fields. Select the Calculate option for Neon to automatically assign a start and end date to this membership according to your Membership Settings.

submembership_new_ui.png

Click Add Membership, then Submit upon reviewing the summary screen. The household member is now sub-members on the primary member's Household Group Membership. You can see this clearly by clicking View Household in the Household Contacts section on the primary member's account.

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Here, we can see that Brittany purchased the $100 membership as the primary member and Cece and Darius were free sub-members.

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Renewing a Household Group Membership Online

 Your members can renew their membership by logging in to the constituent login portal and selecting My Membership from the login drop-down menu. Note that you have the ability to change this wording by following this guide, so the wording in your drop-down menu may be slightly different.

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On this screen, they will see a link to Renew Now next to their membership information.

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From here, they will follow the same workflow as when they originally purchased their Household Group Membership, as outlined above.

The behavior for the renewal of the sub-members will depend on how you configured the When the Primary Members renew, present them the option to renew all sub-members together and make them the same start as the primary membership setting in System Settings > Membership Settingsas described here. If you have selected the first option, No, the primary member will renew sub-members manually, the primary member will have the option to 1) have Neon renew all of their sub-members along with their primary membership, or 2) be responsible for manually renewing each of their sub-members, just as they had to add them when they originally purchased the membership. If you have selected the second option, Yes, make this the default, Neon will automatically renew their sub-members for them.

Renewing a Household Group Membership as an Administrator

To renew a Household Group Membership as an administrator, go to the account of the primary member. In the Membership History section, select Renew Membership.

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Neon will automatically auto-populate the same information from the previous membership. You can change this if the member has elected to change their membership. Select Add Membership.

On the next page, Neon will ask you if you would like to renew the sub-members in the group. Select the sub-members using the checkboxes on the left side, and click Next.

Review the summary screen, and enter payment information then click Submit.

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