MembershipsGetting the most of out Memberships

on your Tendenci Site

Kerry Gayle and Nicole Newton

Presented at Tendenci User Conference 2007

www.tendenci.com/uc2007

Lets brush up on a little Intro To Tendenci Training

What is the memberships module?

The memberships module manages the membership status of the members of your organization or your website.

What is the users module?

The users module manages all of your site contacts.

Members are also stored in this module along with your site users. Look for the red member number

What’s the difference between Users and Members?

Site Users vs Members

Any person who makes contact with

you through the web site is a Site

User.

Members are a subset of Site Users.

They are Site Users with benefits.

http://www.tendenci.com/en/cms/?288

How can I become a site user?

Site Users are those users who have registered with your web site.

To become a site user, someone must complete the Site Registration form.

Understanding User Levels - http://www.tendenci.com/en/cms/?243

How can I become a Member?

Members are site users that have joined your organization.

To become a member, someone must complete the Membership Application form.

How does Tendenci tell the difference?

Tendenci recognizes members by looking for an entry in the Memberid field of the User record.

Memberships can expire, users cannot.

What can I do with the memberships module?

1. Set pricing for different Membership Types

(regular, student, family, etc.)

How to add membership types: http://www.tendenci.com/en/cms/?1838

2. Design your custom Membership application

Building a membership application http://www.tendenci.com/en/cms/?2032

3. Create business directory listings from your

membership application

Add Directory listings from your membership applicationhttp://www.tendenci.com/en/cms/?2090

4. Set areas of your site for member only viewing

How to set a page for member only access http://www.tendenci.com/en/cms/?172

5. Track online and offline payment of Membership

dues

6. Allow special pricing options for members

7. Create and send reminder notices for expiring

Memberships

How to send reminder notices http://www.tendenci.com/en/cms/?2290

8. Simple renewal of Membership status

How to renew a membership http://www.tendenci.com/en/cms/?1874

How can I get started using Membership?

How to get started using Membership?

1. Create your Membership Types

2. Design your Custom Membership Application

3. Import or Add your members!

4. Run reports on member activity

Step 1. Membership Types

Add the type of membership and pricing associated with the type

Tendenci can support as many Membership Types as needed to manage the members of your organization

How to add Membership Types: http://www.tendenci.com/en/cms/?1838

More on Membership Types

You can have Renewal Only membership Types or Admin Only Membership Types.

How to add Admin Only Membership Types: http://www.tendenci.com/en/cms/?808

How to add Renewal Only Membership Types: http://www.tendenci.com/en/cms/?1777

Step 2. Designing Your Membership Application

Use the default Tendenci Membership Application or design your own using Click Click Memberships.

How to build a custom Membership Application: http://www.tendenci.com/en/cms/?2032

You’ll be able to customize:

- What fields to display on your application

- What fields are required

- Member numbers

- Expiration dates

- Introduction & member confirmation text

Setting your expiration dates

The memberships have been set up, lets get the site ready for new

members!

Step 1. Link to your new membership application

from your navigation

If the membership application is a self registration form then link to “/en/memberships/applications/add.asp”

If the membership application is not a self registration form then link to “/en/memberships/add_pre.asp”

Step 2. Change your site login page

Or to change your site Log In to link to the membership application. Change your login options on Tendenci: http://www.tendenci.com/en/cms/?2080

Step 3. Add your members

Members can be added by doing an import of your data or by using the new Membership Application

How to add a member as an Admin http://www.tendenci.com/en/cms/?4703

How to bulk import members into Tendenci http://www.tendenci.com/en/cms/?2041

Step 4. Run Membership Reports

Export by Expiration date http://www.tendenci.com/en/cms/?2036

Export by Join or Renewal Date http://www.tendenci.com/en/cms/?2036

How will membership

renewals work?

Renewal Notices are automatically sent out to

members- System generated notices can be customized

- New notices can be added to the site

- Notices include a link directly to the member’s renewal page.

- Automatic reminders run behind the scene.

How to set up Membership Renewal Reminders: http://www.tendenci.com/en/cms/?1767http://www.tendenci.com/en/cms/?2290

Tendenci gives you multiple ways to renew a member

Renewing as an Admin http://www.tendenci.com/en/cms/?4568

Renewing Multiple Membershipshttp://www.tendenci.com/en/cms/?4576

Members Renew themselves! http://www.tendenci.com/en/cms/?1874

What questions do you have?

Let’s recap what we have learned

- The difference between site users and members

- What you can do with the memberships module

- How to get started with memberships

- How to handle imports, renewals and reports for members

Help Files Onlinehttp://www.tendenci.com/en/help/#memberships

http://www.tendenci.com/en/help/#membership%20applications

Need More Help?

Contact the Schipul Support team at support@schipul.com or call 281-497-6567 and ask for the Support Team.

Who’s on the support team anyway?

Kerry Gayle, Nicole Newton, Rodney Sabrsula, Emmy Gomez, Jonti Bolles, Jerri Stephenson and Rob Hays

That’s a wrap!

Thank you!

Kerry Gayle and Nicole NewtonPresented at the Tendenci User Conference 2007Find all presentations at: www.tendenci.com/uc2007

Schipul - The Web Marketing Company 11757 Katy Freeway, Suite 930Houston, TX 77079 USA

www.schipul.com