The Goal: Create and price membership application add-on items so your members can opt into extra opportunities (sponsorships, conference room use, mailing labels, extra category listings, and more) that generate additional non-dues revenue and carry over into each year's renewal billing.
Before You Begin:
- Add-on item functionality is available with version 2 or greater of the membership application form.
- Create a Fee Item for the add-on items first. See Setting Up Fee Items.
- Once your add-ons exist, include them on your membership application form. See View/Create your Membership Application Form.
Microlearning Overview
Step-by-Step Instructions
Create a membership add-on item
- Go to Memberships, click Settings, and select Membership Add-ons. A list of any currently configured add-ons will be displayed.
- Click the Actions button.
- Click Add Item.
- Enter a Name for the add-on. This is the name that will be displayed on your application form.
- Enter the Price of the add-on.
- Select the desired Fee Item from the list.
- Enter a Description of the item.
- Enable the Active checkbox. When you no longer wish to make this add-on item available, simply de-activate the item.
- Click Done.
Edit pricing of an add-on item
- Go to Memberships, click Settings, and select Membership Add-ons. A list of any currently configured add-ons will be displayed.
- Click the hyperlink for the desired item.
- Change the price of the item.
- Click Done.
Common Pitfalls
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Expecting existing schedules to reprice automatically:
Pricing updates apply on a go-forward basis only. Existing billing schedules will need to be manually updated to reflect the new price.