Member Management Software 101

1. Our Platform2. Membership Structures

Our Agenda

Our Membership Management Software

YM provides 1 platform that manages many actions:

1. Online Membership for new and renewing members.2. Event Registration for small to large events.3. Professional Development tracking and reporting.4. Community Features that can be specific to your unique

members.5. A totally integrated Website and Database.6. Email Marketing features.7. Etc.

Many of these actions are influenced by 1 very important piece of information: Your Membership Structure!

Membership Structure

Components

1. Member Types2. Memberships3. Dues Rules4. Dues Modifiers5. Group Dues6. Renewal Rules

Member Types

Member Types

Think about Member Types as simply, Record Types.

Defined: They are a way to categorize your members into smaller buckets to grant them permissions and benefits within the system.

1. Event Registration and additional options:a. Even though all of the members below are “Paying

Members” of the association, you may want to charge them differently for events that they may attend or for purchases they make in the store.

b. If this is the case, you need to make sure that you have member types to decipher the pricing differences.

What Member Types Affect in Your Database

Member Type: Pricing for Conference:

AttorneyLaw StudentParalegal

$300$150$200

What Member Types Affect in your Database2. Content Pages that provide information to specific

members in your organization.• You can customize the information to each member within

your organization by using member types to grant permission to view specific pages on your website.

Member Type: Content Topics:

Attorney Practice ManagementHow to Hire a Para LegalHow to Grow your Firm

Law Student Law School 101How to get Hired After Law SchoolPassing the Bar on Your First Try

What Member Types Affect in Your Database3. Groups/Forums/Blogs can be restricted to specific

member types to create community areas for each type of member within your organization.

Memberships

Memberships

Memberships are the options that members/users have when joining or renewing with your organization.

Memberships are usually based on Term and/or Pricing.

Membership Options in Real-Life

Membership Options in MMS

Dues Calculation Rules

Dues Calculation Rules

If you have more than just Base fees for your memberships, you may need to utilize Dues Rules.

Defined: Fees based on values from a members’ profile. Dues Rules can be calculated or a base fee.

For Example: A company may pay a base fee of $1000 and then be charged according to how many employees they have.

Calculation: # of Employees x $6.00 =

Dues Calculation Rules Example

Note: Instead of using a “membership calculator”, your software will run these calculations behind the scenes instantly for registration and renewals once the dues calculations are configured.

Dues Modifiers

Dues Modifiers

Defined: These are fees that can be a base amount or factored (only multiplied) options during registration or renewal.

For Example:• Would you like to be included in the online membership

directory? Yes or No (a base fee will be applied if answer is yes)

• How many years have you worked in the industry?• 3 years x $10 = $30

Topic Dues Rules Dues Modifiers

Pros Cons Pros Cons

Calculations Uses all operators (+, -, x, /)

Only does multiplication

How it shows Uses field values in profile without offering the pricing to the member first

The calculation is straight forward and presented to the member during reg/renewal

Should You Use Dues Rules or Dues Modifiers?

Group Dues

Group Dues

Defined: Fees based on group participation.

Note: These fees are only enforced during registration/renewal

Renewal Rules

Renewal Rules

Defined: Rules enforced only when a member is renewing that will force them to go into a specific member type and/or membership.

For Example: A graduated student can be forced into a professional member type and membership upon renewal.

Renewal Rules in Real Life

Thank you