Membership Setup & Reporting

Membership Setup & Reporting 

Contents

Description

If you will be using the Membership module, watch this video next. The Membership Setup & Reporting video first covers the definition of a membership based on how the Neon module works. Then, we cover how to create new memberships and global membership settings. We also cover discounts on memberships, membership directories, and reporting. 

Instructional Video

Glossary

  • Membership: a status that you define to a constituent record for a period of time; constituents regularly pay dues to receive some sort of benefit or access to the organization
  • Member: constituent account with an active membership that has an expiration date in the future
  • Sub-Member: constituent account receiving a membership as a part of a group membership; sometimes called “child members”
  • Complimentary Membership: a NeonCRM feature that automatically assigns a membership to constituents who meet a set of conditions
  • Membership Level: categories you create to define a type of member, such as "individual" or "family" or "student“
  • Membership Term: a configuration that fills in the price and length of time for the membership; you may configure several terms for the same membership level
  • Membership Rank: number expressing the prestige of a membership; allows the organization to track whether someone has “upgraded” or “downgraded” their membership"
  • Membership Type: a category of Memberships related to the number of accounts receiving benefits
  • No Group Membership: memberships for a single entity such as a single organization
  • Household Group Membership: memberships where one individual to signs themself up for a membership and then adds household contacts (such as spouses, children, etc.) as sub-members all in the same transaction
  • Organization Group Membership: membership where one organization signs itself up for a membership and then adds company contacts (such as employees) as "child" members all in the same transaction
  • Membership Fee Discounts: a reduction in price automatically applied to membership transactions; it can be restricted to certain Membership Levels or even a select group of constituents
  • Membership Coupon Code Discounts: a reduction in price applied to membership transactions when the correct coupon code is used
  • Member Directory: member data displayed in a searchable directory format; its visibility can be restricted to logged-in members or can be made visible to the public
  • Auto-Renewal: automatic renewal renews each membership, charging the fee anew, automatically as opposed to leaving it up to the constituent to renew their membership

Video Contents and More Information

Overview

Levels & Terms

Settings

Discounts

Member Directory

Reports

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