How To Add/Update A Membership Type

Creating a Membership Type

Navigating to Membership Manager v2

1.A - Login to thewebconsole, from the dashboard click Settings.

1.B - From settings click Member manager v2 and choose membership types.

1.C - Click Add membership type.

Adding A Membership Type

2.A - Give your membership type a name (example: Gold Members, Silver Members). You can also add in a description of the membership type, this can be used to convey the benefits of each membership type and what they include. To show the membership type on the website and allow users to sign up make sure “Allow Signup” is set to yes.

2.B - Once you have added a name and description click “Save” to continue.

Adding membership Type Fields

2.C - You will now be prompted to add in your member field types, this is the information you wish each member to enter during the signup process. There are three categories of Member Type Fields, these categories are listed below:

• Contact: these are fields that are unique to each member. Fields such as Name, Email Address or DOB for example.
• Membership: these are fields that are the same for all members within the membership. Fields such as Business Address, Business Contact Number, Business ABN.
• Special: these are system generated fields required to capture the members' company name and memberships billing address, these are required for trigger automation.

You will note that the fields appear in the order they are added, you can rearrange the fields at any time by dragging the fields into the order you want them displayed, once they are in the desired order click Save Sort order.

You have the option to create your own custom fields for both the Contact and Membership categories.

Adding A Membership Type Duration

3.A - Once the member type fields have been configured click the Membership Type Durations tab and click Add Membership Duration.

3.B - Name the duration type, examples would be Annual, Monthly or Weekly.

3.C - Set the duration type, you can choose between the below options:

• Renewable: a membership duration that is renewable after a set period of time.
• One Time: a membership that expires after a set period of time and cannot be renewed.
• Lifetime: a membership that never expires.

Note that depending on your selection of Duration Type the following steps may differ slightly, we are continuing under the assumption you have chosen Renewable.

3.D - Set a Duration Expiry, you have the option of Week(s), Month(s), Year(s) or Every Year.

3.E - Set an initial cost and a renewal cost for the membership duration, these can be different figures if the initial sign up is to cost more than a renewal.

3.F - Set a period of time prior to the memberships expiry for the invoice to generate, we suggest setting a period of 30 days.

3.G - Indicate whether the initial/renewal costs have tax applied, if you select yes you will then be promoted to indicate whether the figure you entered includes or excludes the tax.

3.H - Select the payment options users will be given when signing up, this will function based on the Payment Gateways you have configured in thewebconsole. We suggest choosing “Use Specific OPayment gateways” and ticking all that will apply.

3.I - Once points all of point 3 steps are completed click Save.

Adding Membership Triggers

4.A - Click the Membership Type Triggers tab , note that triggers are system automation tools allowing thewebconsole to do the manual work for you, example uses for triggers are: send invoices, send renewal reminders, configure grace periods or add contacts to subscription groups.

you will note there are already pre configured triggers, these are the system generated triggers that are the base requirement for the tool to function, note that you will have edit ability to specific system fields such as “Expire Membership”.

4.B - To add a new trigger click “Add new trigger”.

4.C - Name the trigger, this should be something relevant and easily distinguishable from other triggers, an example could be “Add Contact To Subscription Group” (we will be using this example trigger moving forward.

4.D - Select the trigger group, you are given these options are listed below:

• Membership Expiry
• When membership Status Is Set To
• When Member Status Is Set To
• When Sign Up Invoice
• When Renewal Invoice
• When Member Is Deleted
• When Primary Member Is Updated

4.E - Set a “Condition”. In this example there are three conditions available, Active, Disabled and Approval Waiting, however these conditions vary depending on the choice of trigger group. For this example we will choose “Active”.

4.F - Set an “Action”. In this example we are given two options, Send Email and Update Member Groups. For our example we will choose Update Member Groups, you will note that we are now given a choice to Add or Remove from a group, as well as the list of available groups.

4.G To confirm that the trigger is going to fire make sure the Active setting is set to Yes Once you have entered all of the trigger information click Save.

You are not restricted by the number of triggers each membership type can have, so feel free to add as much automation as you require.