>

Manage Membership Programmes

From DARSwiki
Jump to: navigation, search

Preface

This article will be updated on a regular basis. Updates may be required in response to updates to DARS or changes to business processes or errors.

Refer to DARSWiki Conventions for information on icons and other conventions that may apply to this article.

Ensure you are familiar with the Data Protection laws before adding data to records in DARS. Refer to DARSWiki FurtherHelp for further information and relevant links.

Please think twice before printing this article. If a printed copy is necessary, ensure it is printed double-sided and always recycle old versions.

(Return to Memberships)

Introduction

When you set up a membership programme, you indicate whether it is an annual, recurring or lifetime programme, or if payments are tracked in another system. You also indicate whether it is dues-based and/or contributions-based. Once saved, you cannot edit these settings for the programme. However, you can edit other information about the programme, such as its name and description. For information about the different types of programmes, as well as how to set them up, see Memberships.

ImportantInfo.jpg

Important: The two widgets described below, will not be available until the data warehouse is online (proposed for 2015).

In addition to basic information about the programme, you will see two widgets on the General tab: Membership Activity and Membership Revenue. Membership Activity compares joins and renewals over two time periods, such as this month compared to this month last year. Membership Revenue compares the revenue of membership levels over two time periods. A maximum of five levels are displayed. If there are more than five levels, the five levels with the most revenue are displayed. Add-on revenue is included. These widgets are based on data from the data warehouse. Information about when the data was last updated is displayed below the widgets.

Edit Membership Programme

  1. From Memberships, click the membership programme name. The membership programme page opens.
  2. "Screenshot of membership programme screen"

  3. To edit name, description, category and site, click Edit on the General tab.
  4. To edit terms and levels, select the Levels, Terms and Levels or Payment Options/Levels tab and click Edit. For more information, see Membership Levels.
  5. To associate add-ons with the programme, or to edit associated add-ons, select the Levels, Prices or Price Ranges tab. For more information, see Associate Add-ons with a Membership Programme.
  6. To edit membership benefits, select the Membership Benefits tab and click Edit. For more information, see Membership Benefits.
  7. To edit dues or contributions, select the Rules tab and click Edit. For more information, see Rules for Dues and Contributions.
  8. After you add a membership programme, you can associate campaigns with it on the Rules tab. With campaigns, your organization can make planned efforts to raise money for specific programmes or causes. For more information, see Associate Campaigns to Membership Programmes.
  9. To edit membership programme renewals settings, select the Renewals tab and click Edit. For more information, see Membership Programme Renewals.
  10. When you have finished editing, click Save.

UsefulInfo.jpg

Note: Add-ons are not available if the membership programme is set up to have payments tracked in another system.

Back to contents

Membership Levels

Levels are managed on the Levels, Terms and Levels, Payment Options/Levels or Levels tab of a membership programme.

ImportantInfo.jpg

Important: When you add levels on the Add a membership program screen, you cannot reorder them, therefore you should enter levels in order from lowest (or most basic level) to highest. However, once you save a programme, you can insert levels and re-order dues-based levels. You cannot reorder contributions-based levels or levels in a contributions-based programme.

  1. To add or edit levels, select the Levels, Terms and Levels or Payment Options/Levels tab on the Add a membership program screen or an existing programme page.
  2. To adjust the order of dues-based levels, an existing programme page, select the level and click Promote or Demote.
  3. To add or edit levels, select the relevant tab on the Add a membership program screen or click Edit on the existing programme page.
  4. "Screenshot of Edit membership levels screen"

  5. For each level, enter or edit the name, description and price (if applicable), and any other information as required. For additional information on editing pricing information, see Membership Prices or Price Ranges.
    • If the programme is dues-based, set a price for each level.
    • For contributions-based programmes, set the price range (minimum and maximum amounts) for each level. The lowest level might be any gift under £50, while other levels may be between £50 and £99, £100 and £249, and so on. Contributions-based programmes and levels do not use add-ons
    • If your programme includes both, specify how people obtain each level—whether it is purchased with dues or awarded with contributions. You then specify the amounts for each level accordingly. For more information, see Membership Programme Levels and Terms.
    • For Annual One-Term programmes, you can also manage add-ons from this tab. For more information, see Membership Add-ons.
    • For Annual Multi-Term programme, you must set up each term for each level. If you have term and level combinations that aren't used, once you save the programme, you can mark the unneeded term and level combinations inactive.
    • In all types of programmes, you can also specify the number of members, cards, and children for each level.
    • If you use reporting groups to compare similar levels of different membership programmes, you can select one for the level. You can also indicate whether members are downgraded automatically when the renewal amount is applicable to a lower membership level.
    • Membership types can be used to further classify membership levels. For more information, see Membership Types.
  6. To insert an additional level on an existing programme, select the level which will be higher than the one you are adding, then click Insert. Enter details for the level as per step 4 above.
  7. If applicable, tick/un-tick the checkbox to mark terms and/or levels as active/in-active.
  8. If required, select This membership programme uses types to further classify levels. For more information, see Membership Types.
Back to contents

Membership Types

Levels in a membership programme can be further classified by type. You can use types to group constituents in a level. For example, the various levels of membership in the Adopt an Artefact programme might have the memberships types of Neolithic, Mesolithic and Paleolithic.

  1. When adding a new membership programme:
    1. On the Levels, Terms and Levels or Payment Options/Levels tab tick This membership program uses types to further classify levels.
    2. After you save the programme the programme page opens and you will be able to edit types.
    3. OR

      If This membership program uses types to further classify levels was not ticked when the membership programme was originally added:

    1. On the programme page, select the Levels, Terms and Levels or Payment Options/Levels tab and click Edit.
    2. On the Edit membership levels screen, select This membership program uses types to further classify levels and click Save.

    "Screenshot of Terms and levels screen"

  2. To edit membership types, on the Levels, Terms and Levels or Payment Options/Levels tab of the programme page, click Edit types.
  3. On the Edit membership types screen, select which types are available for the levels in the membership programme. If the type you require is not listed, contact the service desk. (The values in this field are managed from Code tables in Administration.)
  4. After types are associated with a membership programme, you can select the type when you add a membership transaction.
Back to contents

Membership Benefits

With some membership programmes, you might offer special benefits to members at a certain level, such as a key chain or calendar. You can associate benefits with benefit levels so that higher levels have higher-value benefits. You can also make benefits cumulative. For example, if the 'Standard' level has a key chain, the 'Premium' level can have the key chain plus a coffee mug. The Benefits Catalog is located in Fundraising, but you can add benefits from a membership programme.

UsefulInfo.jpg

Note: To set up benefits before you add a membership programme, go to Fundraising and click Benefits Catalog under Configuration. If you do not have access to this functionality, contact the DARS Support Centre (see DARSWiki FurtherHelp for contact details).

The monetary value of a benefit reduces the tax deductible amount of the membership. For example, if a benefit is worth £5, the tax deductible amount of the membership, if applicable, would be reduced by that amount.

Benefits are managed on the Benefits tab of the existing membership programme or when you add a new one. Only active membership levels are displayed.

  1. On the Add a membership program screen, select the Benefits tab. On an existing programme page, select the Benefits tab and click Edit.
  2. "Screenshot of benefits tab"

  3. Select the card format to use for membership cards for the programme. The card format determines which card template to use when you print membership cards.
  4. To edit the format for a membership card, you must use the report model for the card in Analysis > Reporting services > Report explorer > System Reports > Membership > Card Formats. If you don’t have access to this functionality, contact the DARS Support Centre (see DARSWiki FurtherHelp for contact details).

  5. Select the name format option to use to determine how names appear on membership cards. Name format options are configured in Marketing and Communications.
  6. Select which portion (all, some, or none) of the membership dues is considered tax deductible.
  7. Your membership levels appear in the benefits grid in the order you added them. For each level in the benefits grid:
    1. Click in Benefit and select a benefit.
    2. Under Quantity, select whether to base the quantity of the benefit on the number of members or a specific number. For example, if a level allows two members, each member may get a key chain; however, only one magazine subscription is allowed.
    3. If the quantity is set to a specific number, enter the number to offer. If the quantity is based on the number of members, the number defaults to the number of members allowed for the level and cannot be changed.
    4. Under Frequency, select whether the benefit should be issued with every renewal or only the first time the member joins. For example, some benefits, such as a welcome kit, may be issued only once.
    5. If your benefits accumulate, you can click Include the benefits from the previous level. This automatically copies the benefits from the previous level to the current level. You can then edit them as needed.
    6. If applicable, enter or edit the Tax deductible amount.
    7. To remove a benefit, select its row and press [Delete].
  8. On an existing programm page, click Save. On the Add a membership program screen, select the next tab or click Save, as appropriate.
Back to contents

Membership Prices or Price Ranges

Some membership programmes use prices or price ranges instead of a set amount per level. Prices or price ranges are managed on the Prices, Price Ranges or Levels tab.

UsefulInfo.jpg

Note: For programmes for Memberships with Revenue in Another System, pricing information is for information only as you will not enter revenue for the programme memberships in DARS.

  1. On the Add a membership program screen, select the Prices, Price Ranges or Levels tab. On an existing programme page, select the relevant tab and click Edit.
  2. "Screenshot of Price ranges edit tab"

  3. Add or edit details of the price or price ranges as required:
    • For annual, single-term dues-based programmes, you set a price for each level on the Levels tab.
    • For annual, single-term contributions-based programmes, you set the price range for each level on the Levels tab.
    • For annual, single-term programmes which are both dues- and contributions-based, you can base some levels on dues and others on contributions, on the Levels tab.
    • For annual, dues-based multiple-term programmes and for recurring or lifetime giving programmes, a Prices tab appears. Each level is listed in the prices grid, along with columns for each term. You enter the price for each level and term. For these programmes, you can also manage add-ons from this tab. For more information, see Membership Levels and Associate Add-ons with a Membership Programme.
    For a recurring programme with two levels and payment options of annually and quarterly, you set annual and quarterly-based prices for each level. For example, you might qualify for a recurring membership if you make quarterly payments of £150 or slightly discounted annual payments of £500.
    For a programme with two levels and payment options of five yearly payments and pay in full, you set the yearly payment amount to be paid in five installments as well as the price if the membership is paid in full. For example, you might qualify for a lifetime membership if you make five yearly payments of £150 or if you make a one-time payment of £500.
    • For annual, multiple-term programmes that are contributions-based or both dues- and contributions-based, a Price Ranges tab appears. Each level is listed in the grid, along with a columns for the smallest gift and the largest gift amount ranges to qualify for each level and term.
    Contributions-based programmes do not use add-ons, but if the programme is both dues- and contributions-based, you can manage add-ons from this tab as well. For more information, see Associate Add-ons with a Membership Programme.
  4. If you have levels or term/level combinations that aren't used, un-tick the Active checkbox.
  5. On an existing programme page, click Save. On the Add a membership program screen, select the next tab or click Save, as appropriate.

UsefulInfo.jpg

Note: For additional information, refer to Payment Options for Membership Programmes.

Back to contents

Rules for Dues and Contributions

Membership programmes can be dues-based, contributions-based, or both. Programmes that are both, base some levels on dues and others on contributions. For example, a museum might have an annual membership programme with Individual, Couple, and Family as dues-based levels. In addition, the programme might have higher levels for Friends of the Museum and other giving societies.

You must set up rules for how to handle dues-based programmes and levels, in addition to rules for contributions based programmes and levels.

UsefulInfo.jpg

Note: Programmes that have some dues-based levels and some contributions-based levels have both the Dues tab and Contributions tab on the Add a membership programme screen. After you create the programme, both sets of rules appear on the Rules tab of the membership programme page.

When you add a new programme, you set up basic rules for dues and contributions on the corresponding tabs on the Add a membership program screen. After the programme is saved, the rules about dues and contributions appear on the Rules tab of the membership programme page.

"Screenshot of rules tab"

Back to contents

Rules for Dues-Based Programmes and Levels

When you add a new programme, you can set up basic rules for the dues, in addition to discounts that could apply to the membership programme. The rules can be edited on the Rules tab of an existing programme.

  1. To manage rules for dues-based programmes and levels, select the Dues tab on the Add a membership program screen, or the Rules tab on an existing programme.
  2. "Screenshot of dues tab screen"

  3. Select whether any portion of the dues amount is treated as a contribution. If you select Yes, the tax deductible portion from benefits is contributed membership revenue, the tax-deductible portion of the dues is considered to be a donation. Any payment over the dues amount is automatically treated as a donation.
  4. If there is a donation portion, specify on the Rules tab of the membership programme page which designations to use. You can specify multiple designations and assign each a percent value. Donations over the dues amount will be split across the designations as you specify.
  5. If applicable, select which promotions apply to levels in this program. Promotions are discounts that can be applied against a membership purchase or payment to reduce the total amount owed. For example, a membership programme might have a student discount, as well as a £5 off promotion. Available promotions can be applied when the membership is sold or entered. For more information, see Membership Promotions.
  6. If this is an annual, dues-based programmes, tick the relevant checkbox to specify what payment options are available.

UsefulInfo.jpg

Note: Recurring and lifetime programmes have payment options on the Payment Options/Levels tab.

For information, see Payment Options for Membership Programmes.

Back to contents

Rules for Contributions-Based Programmes and Levels

When you add a new contributions-based programme or level, you set up basic rules for the contributions. The rules can be edited on the Rules tab of an existing programme

  1. To manage rules for contributions for membership programmes that use them, select the Contributions tab on the Add a membership program screen, or the Rules tab on an existing programme.
  2. "Screenshot of contributions screen"

  3. Select what giving activity are counted toward a membership, such as Pledges (not pledge payments) or Recurring gifts. The other three options include additional selections:
    • For Payments for donations, pledges, recurring, and planned gifts you also select to include activity for any designation, specific designations, or one specific designation.
    • For Event registrations you also select to include registration payments for any events or for events in a specified category.
    • For Membership dues you also select to include dues payments in any membership programme or in a specified programme.
  4. Select if multiple revenue transactions count toward a membership.
    • If a single transaction on its own is the only way to qualify for a contributions-based level, select No, only a single revenue transaction counts.
    If you have a contributions-based level in a programme for giving between £1000 and £5000, a donor with five £500 transactions (even within a single term of the programme) does not qualify.
    • Select Yes, the combined amounts of multiple revenue transactions count if, for example, the five £500 transactions given within the term of the programme would qualify.
  5. Money given during the renewal window automatically counts toward a renewal.
    • If a gift large enough for an upgrade is given before the renewal window, you can specifiy what happens (if they give more). You can select to count the money as additional revenue, toward an upgrade, or toward a renewal.
    • Gifts not large enough for an upgrade that are given before the renewal window are treated as additional revenue.
  6. For contributions-based memberships, define the date(s) used to determine when the memberships expire.
    • Select The transaction date of the gift to set the membership to expire after the gift date plus the length of the term. A one-year term membership awarded based on a gift date of the first of March would expire one year later.
    • Select The last day of the month the gift was received to set the membership to expire on the last day of the month after the gift date plus the length of the term. A one-year term membership awarded based on a gift date of the first of March would expire at the end of March one year later.
    • Select Specific dates to enter specific start, end, and expiration dates
Back to contents

Associate Campaigns to Membership Programmes

After you add a membership programme, you can associate campaigns with it. With campaigns, your organization can make planned efforts to raise money for specific programmes or causes. By default, the campaign will be associated with any membership revenue for the programme.

  1. On the Rules tab of the membership programme page, click Edit campaigns. The Edit membership program campaigns screen opens.
  2. "Screenshot of Edit memberships campaigns screen"

  3. You can add as many campaigns as required. For each campaign:
    1. Click the magnifying glass to search for the Campaign name (or enter a % followed by a distinctive part of the campaign name directly in the field, e.g. %rare, and press [Tab]).
    2. Select the Campaign sub-priority from the drop-down list. This should never be left blank.
    3. Add date from/date to, to indicate when the campaign applies.
  4. Click Save.
Back to contents

Membership Programme Renewals

For dues-based and contributions-based programmes and levels; you set rules for renewals, the renewal window, the membership term and when dues-based levels expire.

For dues-based programmes, when a membership is in the renewal window, the membership page for the constituent has a Renew now button. Prior to the renewal window, this button is Upgrade now and is used for a mid-term upgrade to the membership.

Manage Renewal Information for Membership Programmes

For contributions-based programmes, the Membership contribution process uses the renewal window to determine when existing members are eligible for a renewal. You specify the renewal window and what happens before and after the expiration date, and what happens after the renewal window closes.

  1. Select the Renewals tab (when you add or edit a programme).
  2. "Screenshot of renewals tab screen"

  3. Select how the membership term is calculated for dues-based memberships. The term is either fixed (to expire the memberships on the same day and month every year) or can vary according to the membership start date.
  4. If you select that the membership term varies, then select When a member joins a dues based level, set the expiration date to:
    • Select Same day as transaction date if the membership should expire on the same date as the transaction, according to however the membership term is defined. For example, if a constituent buys a membership with a one-year term on the first of December, the membership expires on the first of December the following year.
    • Select End of month to give members a little extra time before their memberships expire. For the same example, if a constituent buys a membership with a one-year term on the first of December, the membership expires at the end of December the following year.
    When you select End of month, you can also indicate if the membership should expire at the end of the prior month. When you select this, you set the day of the month to use. For example, you could set the membership to expire at the end of the prior month when starting before day 2 of the month. If a member joins on December 1, rather than giving the member 13 months for a one-year term, you might set the membership to expire at the end of the following November instead, which would be exactly 12 months. If the member joined on December 2 or later, the membership expires at the end of December the following year.
  5. If you select that the membership term is fixed, you must enter a date when all dues-based memberships for the programme expire. You can enter multiple rows of dates in the grid if you want to expire and push multiple dates throughout the year.
    • Enter the month and day in the Expiration date column.
    • In the Push to next period after column, enter the membership join date that extends the membership until the next expiration date. For example, you enter 12/31 in the Expiration date column. If you enter 09/01 in the Push to next period after column, the expiration date for a constituent who joins on or after September 1 is December 31 of the following year, not the current year.
  6. Under Before the expiration date, set rules rules for when the renewal begins and whether memberships can be set up to renew automatically.
    • For dues-based programmes, when a membership is in the renewal window, the membership page for the constituent has a Renew now button. Prior to the renewal window, this button is Upgrade now and is used for a mid-term upgrade of the membership. For contributions based programmes, the Membership contribution process uses the renewal window to determine when existing members are eligible for a renewal.
    • In Renewal window starts, select how many months before the expiration date (0 to 12) or select 'at start of membership.' The renewal window options are the same regardless of the length of the terms.
    • For members who are set to renew automatically, you can set the renewal process to take place 1-31 days or 1-12 months before the expiration date. Or you can set the renewal process to take place on a specific day of the month the membership expires. You can also specify whether members can renew automatically.
  7. Under After the expiration date, define when the renewal window for the membership programme ends.
    • You can set it to end 0-12 months after the membership expires. If this is set to 0 months after expiration, the renewal window ends when the membership expires.
    • If the renewal windows ends 1-12 months after expiration (as opposed to 0 months), revenue received during that window counts toward a renewal of the membership.
    • You can then set rules for when membership statuses should change for members whose memberships have expired, but are still within the renewal window. You can set status changes for each month until the renewal window is closed. For example, if the renewal window ends three months after the membership is expired, you might keep a member 'Active' during the first month, 'Grace' during the second month, and 'Lapsed' during the third month after expiration.
  8. Under After the renewal window, specify how to count revenue from a member after the renewal window closes.
    • It can count toward a rejoin of the previous membership or toward a new membership.
    • You must also specify the status for members after the renewal window closes. For example, after the renewal window closes and a member does not renew, you might consider those members 'Expired’.
Back to contents

Membership Add-ons

Membership programmes can have add-ons, which are additional offerings to be sold or included with memberships. Add-ons can include items such as parking passes or guest memberships. When constituents join a membership programme that has add-ons, they can include or purchase the additional offerings or services.

Once an add-on is added (under Memberships > Configuration) it can then be associated with a membership programme.

Add a Membership Programme Add-on to DARS

  1. From Memberships, click Add-ons under Configuration. The Add-ons page opens.
  2. Click Add. The Add an add-on screen opens.
  3. UsefulInfo.jpg

    Note: You can also add an add-on from the membership program page. See Associate Add-ons with a Membership Programme.

  4. Enter the name of the add-on, such as 'Parking pass' or 'Additional member'.
  5. In Add-on type, select whether the add-on is a benefit or an additional member. If you use the type 'Additional member'; when you add a membership for a constituent and select that add-on, you can select an additional constituent to add to the membership.
  6. UsefulInfo.jpg

    Note: An add-on used as an additional member does not change the number of cards allowed for the membership.

  7. Click Save.
Back to contents

Edit or Delete an Add-on

After you create an add-on, you can edit its name. The add-on type can be edited, or the add-on deleted, only if the add-on has not yet been associated with a membership programme.

  1. From Memberships, click Add-ons under Configuration. The Add-ons page opens.
  2. To edit an add-on, select it and click Edit. Edit details and click Save.
  3. To delete an add-on, select it and click Delete. Click Yes to confirm.
Back to contents

Associate Add-ons with a Membership Programme

When you add or edit a membership programme, you can associate add-ons with the programme. When constituents join a membership programme that has add-ons, they can include or purchase the additional offering or service.

  1. Select the Levels, Prices or Price Ranges tab (when adding or editing a programme).
    • For annual, dues-based programmes with one term, add-ons appear on the Levels tab.
    • For multi-term, annual programmes and for recurring and lifetime programmes, add-ons appear on the Prices or Price Ranges tab.
    • Add-ons do not apply to contributions-based programmes.
  2. Click in the Name field under Add-ons when adding a new programme; or click Add in the Add-ons section of an existing programme to open the Add an add-on screen.
  3. Select an add-on from the list. If the required add-on is not listed, click on the Add icon to add it. For further information, see Add a membership programme add-on.
  4. UsefulInfo.jpg

    Note: An add-on used as an additional member does not change the number of cards allowed for the membership.

  5. Enter a description and price.
  6. Select Can purchase multiple if a constituent can have more than one of the add-on. For example, you may allow members to purchase one additional guest member pass, but not more than one.
  7. UsefulInfo.jpg

    Tip: If you plan to discount tickets for the membership programme or level, make sure to set the ticket limit on the discount high enough to include both members and potential add-on members. If the combined number of members and add-on members exceeds the ticket limit, not all members will receive their ticket discounts. For more information about discounts, see the Tickets Guide.

  8. Click Save, if applicable.
Back to contents

Editing or Deleting an Add-on from a Programme

After an add-on is associated with a programme, all fields except the name and type can be edited. You can also delete the add-on from the programme: this does not delete the add-on record only it’s association with the programme.

  1. Navigate to the Add-ons section of the Levels, Prices or Price Ranges tab of the existing programme page.
  2. To edit an associated add-on, select it and click Edit. Edit details and click Save.
  3. To delete an associated add-on, select it and click Delete. Click Yes to confirm.
Back to contents

Membership Promotions

To encourage people to join membership programmes, or to encourage current members to renew or upgrade their memberships, you can configure membership promotions. Membership promotions are discounts on the cost of memberships or term extensions on memberships. For example, you can create a membership promotion that provides a 20% price reduction in the cost of membership renewal when members renew before the end of the year.

UsefulInfo.jpg

Note: The value of a membership promotion cannot exceed £999.

Promotions are set-up separately to any membership programme. They can then be applied to membership programmes on the Dues tab when adding a programme, or on the Rules tab when editing an existing programme. For more information, see Rules for Dues-Based Programmes and Levels.

Add Membership Promotions to DARS

Membership promotions that provide discounts can be calculated as a specific amount or percentage off the purchase price. For promotions that provide a term extension, you can specify the number of months by which to extend the term of a membership.

  1. In the Memberberships area, click on Membership Promotions.
  2. On the Membership Promotions page, click Add. The Add a membership promotion screen opens.
  3. Enter a name for the membership promotion.
  4. Enter a description such as to explain what the promotion offers.
  5. In the Application type field, select whether the discount should be applied manually or with the entry of a promotional code.
    • If you select With code, a grid appears to enter the promotion code and the dates the code is valid. If you do not select any dates, the code is always valid.
  6. In the Promotion type field, select whether the promotion will provide a discount on the price of the membership or a term extension for the membership.
    • If you select Discount, select whether the discount should be calculated as an amount off, or a percentage of, the price of the membership. Then enter the amount or percentage.
    • If you select Term extension, enter the number of months by which to extend the membership term.
  7. Click Save.
Back to contents

Edit or Delete Membership Promotions

UsefulInfo.jpg

Note: You cannot delete membership promotions currently in use. Instead, mark the membership promotion as inactive.

  1. On the Membership Promotions page, select the relevant promotion.
  2. Click Edit to edit details on the Edit membership promotion screen as required and click Save.
  3. Click Delete to delete an un-used membership promotion. Click Yes to confirm.
Back to contents

Edit Membership Promotion Codes

If you configured a membership promotion to be applied with a promotion code, you can add or edit the code/s at any time. This allows you to continually extend a discount by adding more codes or editing the existing ones.

  1. On the Membership Promotions page, select the relevant promotion and click Edit. The Edit membership promotion screen opens.
  2. In the Code column of the grid, enter a new code or edit an existing code. These are the actual codes that will need to be entered to apply the discounts.
  3. In the Valid from and Valid to fields, enter dates in which the promotion code is valid for use. If you do not enter any dates, the promotion code is always valid.
  4. Click Save.
Back to contents

Mark Membership Promotions as Inactive or Active

If a membership promotion is no longer in use, you can mark it as inactive. You can re-activate it if you wish to use it again.

  1. On the Membership Promotions page, select the relevant promotion.
  2. Click Mark inactive or Mark active, as appropriate.
Back to contents

Payment Options for Membership Programmes

Payment options appear on the Payment Options/Levels tab of recurring and lifetime programmes. Options include the payment schedule, such as yearly or monthly. For lifetime programmes, you also enter the number of payments for each payment option. Recurring programmes do not have a set number of payments.

When a constituent pays for membership of a recurring programmes, recurring gifts are created. For recurring programmes and for lifetime programmes with payment options other than pay in full, a revenue transaction type of Membership installment plan is used. Membership installment plans are also used for any programme that can be pledged.

Membership installment plans are similar to pledges but are not technically pledges. Unlike pledge revenue, revenue from membership installment plans is not bookable. The revenue is also mapped separately to the ledger.

Back to contents
Personal tools
Namespaces
  • Page
  • Discussion
  • Variants
    Actions
    Navigation
    DARS User Support
    DARS Support Centre
    Advancing Oxford
    Tools