Online Membership Module

1
Online Membership Module

• Visitors can
• join or renew online
• Donations, sponsors and products can be purchased
  online
• Administrator can
• Interface readily with existing paper
  applications and renewals
• Process payments
• Search members to generate reports and mailing
  lists
• Generate mailing labels
• Send out e-mail notices
• Add/edit membership types, sponsorship categories
  and products

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Unlimited Number of Membership Types are Available
Demo Online Membership Module

• For example
• Admin are allowed to administer site
• Members pay dues and receive mailngs
• Walkers people who made a donation to sponsor a
  walker
• Contacts Business contacts - these do not pay
  dues but receive targeted communications

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To Generate Membership Renewal NoticesStep 1
search

• To generate a list of members who need to receive
  renewal notices select the following criteria
• Role member
• Status active
• Expiration date between
• 1st day of month and
• last day of month

4
To Generate Membership Renewal NoticesStep 2
generate mailing labelsright click box, select
allimport into Word to format for labelsaffix
to envelopes
5
To Generate Membership Renewal NoticesStep 3
e-listmail functions

• Select Drafts from top menu bar
• Select Renewal Notice

Edit Text as needed first will be replaced with
each members first name when email is sent You
must keep renewal somewhere in the text. This
will create the link to the renewal screen with
each members unique ID already embedded so they
are automatically logged in Click Save Public
Draft if you want these changes to be permanent
for future emails
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To Generate Membership Renewal NoticesStep 4
select recipients

• Compose is selected in top menu bar
• (Note AddressBook and Groups cannot be changed
  from listmail. You must make all changes in your
  membership admin panel

Check the group or groups who will receive this
mailing The selected members will be
highlighted Hit Send at bottom of page
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Online Membership Renewal ProcessStep 1 Member
receives notice and logs in

• Member receives an email renewal notice and
  clicks on the Click HERE
• Member is automatically logged in and brought to
  their own membership record
• OR
• Member receives a print renewal notice and goes
  to www.ct-asrc.org and clicks on Membership
• Member must type in their member id as found on
  print renewal label

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Membership Renewal ProcessStep 2 Member selects
payment option

• Member reviews membership fee and selects Buy

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Membership Renewal ProcessStep 3 Shopping Cart

• Member can select My Account to update their
  record
• Member is asked to make an additional donation
• Member can pay by credit card or PayPal

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Membership Renewal ProcessPayPal Payment option

• If member selects to pay by PayPal, then they are
  no longer on the membership tracking site
• PayPal sends confirmation of payment via email
  with members name and payment amount
• Admin must process payment (see slide 36)

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Membership Renewal ProcessCredit Card Payment
Option

• If member selects to pay by Credit Card, they
  remain on membership tracking site and their
  order is recorded
• Member enters credit card information
• And receives a confirmation number

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Donation

• If visitor selects Donation, they are shown a
  description of the donation and are asked to fill
  in the amount that they are donating
• The donation is added to their shopping cart and
  check out is the same as membership renewal

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New Member Joins Online

• Visitors may select Membership from the main
  website
• Or
• Join Us
• They complete the membership form
• Select their membership fee the same as Renewal
• Check out the same as Renewal

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Add/Renew a New Member from a Paper FormStep 1

• The top of the form has the same information as
  the paper membership form.
• For Renewals, the data from last year will be
  automatically filled in
• Enter/Edit all the data

15
Process PaymentsStep 1 Online Credit Card Orders

• Select Process Payments from Administration
  menu
• New orders are displayed
• Click View order to obtain credit card
  information

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Process Payments Step 2 Online Credit Card
Orders

• Call in credit card number to your merchant
  account
• If approved, hit Complete
• Credit card number will be deleted except for
  last 4 digits
• If not approved, hit Pending
• Print this page for your records

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To Add/Edit ProductsStep 1

• Select Edit Products from Administration menu
• Click on Product Name that you want to edit
• OR
• Click on New Product

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To Add/Edit ProductsStep 2

• Fill in product details
• To add/edit price, click on Edit Pricelist at
  bottom of screen
• Be sure to hit Save when you are finished with
  your edits

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Search for membersStep 1 enter criteria

• You can enter as many search criteria as you
  want.
• The resulting list will contain database entries
  that meet ALL the criteria

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Search for MembersStep 2 list of members

• A list of all matching members is displayed
• Default is Zip Code order
• Click on a column heading to change the sort
  order by that column
• (ie click on name to sort by name)
• To Delete a member, check the box under Delete
• and then hit Delete Selected Members