With memberships you have an automatic system for the administration of the memberships of your users.
1. Overview
- Click the button Portal Manager to get to the administrative area.
- Then click Network & Community > Memberships.
- In the navigation on the left click Overview.
- Icon Shows the icon of the membership.
- Name Shows the name of the membership.
- Duration Shows the duration.
- Current Members Shows the number of members of this membership.
- Expired Members Shows the number of expired memberships.
- Edit By clicking the icon you get to the editing mode.
- Delete By clicking the icon you can delete the membership.
1.1 Add
Note: First you have to add products for each membership in the online shop, q.v. Support End User > Sales & Support > Products & Catalogs.
- Enter in the field Name a name for the membership.
- Enter in the field Description a description for the membership.
- Enter in the area Duration in the first field the duration.
Choose the unit from the selection box behind. - If required activate the checkbox Continuous for an automatical renewing of the membership.
- From the selection box Shop Product select the product you want to assig.
- Click the button Save when ready.
1.2 Edit
- Choose in the overview the desired membership.
- Click the tab Edit.
- Do the desired changes, q.v. 1.1 Add.
- Click the button Save when ready.
1.3 Actions
Define actions if a membership gets acquired or removed, like "If membership removed then add the role Premium Member".- Choose in the overview the desired membership.
- Click the tab Edit.
- Click the tab Actions.
- From the selection box If select the occasion.
- From the selection box then select the action.
- From the selection box user role select the desired role.
- From the selection box user group select the desired group.
- Click the button Save when ready.
- Repeat this procedure until all desired actions are defined.
- By clicking the icon Delete you can delete the action.
1.4 Emails
You can add reminder emails (self created system emails) that alert your members when their membership expires.- Choose in the overview the desired membership.
- Click the tab Edit.
- Click the tab Emails.
- From the selection box System Email select the desired reminder email.
- Enter in the area Days the number of days before the membership expires and the email should be sent.
- Click the button Save when ready.
Note: To add a new system email click the link Add System Email. You get to the system emails, q.v. Support End User > Tools & Administration > System Emails
By clicking the icon Delete you can delete the mails.
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1.5 Delete
- Choose in the overview the desired membership.
- Click the icon Delete.
- Confirm the erasing procedure by clicking the button OK.
2. Settings
Here you can can make the settings for a bonus system in case you want to reward members for the acquisition of new members.- Click the button Portal Manager to get to the administrative area.
- Then click Network & Community > Memberships.
- In the navigation on the left click Settings.
- Activate the checkbox Invitations to activate the system for providing rewards.
- Choose from the selection box Reward members after the number of neccessary invitations.
- Choose from the selection box with membership the membership with which the member gets rewarded.
To add a new membership q.v. 1.1 Add. - Choose from the selection box Shop Catalog the catalog in which the memberships are stored.
- Click the button Save when ready.
