CONTENTS - Memberships – GrowthZone Support Portal

Who is this for? Anyone who sets up or runs memberships in GrowthZone — membership directors, association staff who process applications and renewals, and anyone chasing unpaid dues. Work the modules in order the first time; after that, use this page as the index.

Your Learning Curriculum

Everything under the Memberships rail, grouped by the job you are doing. Each module builds on the one before it.

Module 1: Membership Settings & Numbering

The account-wide settings every other membership decision inherits. Set these first.

Module 2: Membership Types

Create the types you sell, and keep their descriptions and directory placement current.

Module 3: Membership Type Pricing

Attach pricing to a type, then handle proration, payment options and discounts.

Module 4: Proration

How dues are calculated for partial periods, account-wide and per membership type.

→ Membership Dues Proration
→ Set Overall Membership Proration
→ Set Prorate Cutoff Day
→ Override Membership Proration Settings
→ Proration Examples

Module 5: Variable (Formula-Based) Dues

Dues that calculate from a member-supplied number — employee count, sales volume, units.

Module 6: Directories, Categories & Levels

Where a membership type appears publicly, and how tiered levels are built and priced.

→ Setup Membership Type Directories & Categories
→ Understanding Directories
→ Understanding Directory Display Settings
→ Edit Directory Settings
→ Using Membership Type Levels
→ Manage Membership Levels
→ Add Levels to a Membership Type
→ Adjust Membership Type Levels
→ Adjust Membership Type Level Pricing
→ Membership Level Reporting
→ Membership Level Conversion Tool

Module 7: Membership Application

Build the online form, control what it asks, and work the applications that come in.

Module 8: Auto Drop

Drop memberships automatically when dues go unpaid — and see who is about to be dropped.

→ Membership Auto Drop
→ Steps for Enabling Auto Drop
→ Auto Drop Memberships Process - How it Works
→ Memberships Will Be Auto-Dropped Report
→ Override Auto Drop Setting

Module 9: Join & Drop Reasons

Track why members join and why they leave, so the reports mean something.

→ Membership Join Reasons
→ Membership Drop Reasons
→ Add a Join Reason to an Existing Membership

Module 10: Adding & Managing Member Records

Put a membership on a contact, and keep the people attached to it correct.

Module 11: Recurring Billing & Fee Schedules

The schedule behind a membership: what bills, when, and to whom.

Module 12: Expiration Dates & Membership Changes

Move a membership through its life — renew, upgrade, downgrade, drop, delete, reactivate.

→ Membership Expiration Dates
→ View Membership Expiration Dates
→ Update Membership Expiration Date from Member Overview tab
→ Update Membership Expiration Date in Bulk
→ Manage Membership Change
→ Upgrade a Membership
→ Downgrade a Membership
→ Adjust a Contact's Membership
→ Reactivate Membership
→ Drop A Membership
→ Delete a Membership
→ View Membership Activity
→ Link an Invoice to a Membership Activation
→ When is Renewal Activation Logged

Module 13: Manage Unpaid Dues

Chase overdue dues: late fees, reactivation fees, suspensions and mass drops.

Module 14: Benefits

Set up benefit items and packages, assign them to memberships, and report on usage.

→ Benefit Tracking - Getting Started
→ Assign Benefits to Event Registration types
→ Set Up Event Benefits (Optional)
→ How to Track Benefit Tracking and Reports
→ Benefit History Report
→ Benefit Usage Report
→ Benefit Tracking Tips and FAQ's
→ Benefit Tracking Helpful Videos

Module 15: Membership Reports & Calculations

The standard reports, plus the retention and value calculations built on them.

Where to start if you are new

Modules 1 to 3 are the setup you do once: the account-wide settings, the types you sell, and what they cost. Module 7 is the one members see. Modules 12 and 13 are the work that recurs every cycle. If you are taking over an existing database rather than building one, start at Module 12.