CiviCRM Community Forums (archive)

Okay,now that I asked and answered my own question on that last post, I have a more general question about creating profiles and using them for memberships.  My client will have three membership levels: Regular, Associate, and Affiliate.  All three will gather the following info:

Name (first/last)
E-mail address
Job Title
Employer Name
Employer Address/City/State/Zip
Years Experience
Phone
Interests (checkbox list)

Then, there will be an Affiliation field, but options will be different for Affiliate memberships that for Regular/Associate memberships.

So, with all that, my questions are about setting this up with profiles and custom fields.  From what I can tell after wading through the documentation for a few hours is that I would
1) create any custom data fields I will need in addition to the standard fields already available
2) create a profile for each membership level
3) create a contribution page used for registering for memberships

Is that correct?  Also, do I create a separate contribution page for each level of membership, or just one for all?

Thanks.

Wonder95

Follow up question: in my applicant profile, I am gathering his employer information (employer name, address, city, state, zip, web site URL).  When adding those fields to my profile, should the first field (the CiviCRM record type) be Individual or Organization?  The Individual type has a Current Employer field, which seems logical for the employer name, but is it a problem if I use Current Employer for the name, and the address/city/state/zip fields from the Organization type?  Or does it even matter at all which fields I use from which type?

Thanks.

Wonder95

Then, there will be an Affiliation field, but options will be different for Affiliate memberships that for Regular/Associate memberships.

Amending Kurund's response below a bit - given the above... You can NOT make the field / values in a profile "dynamically change" in response to a selection on the membership signup/contribution page. Hence, if the options for an Affiliate membership are different - you'll need to create a separate profile and separate contribution page for that membership type.

With regard to the Organization (employer) address info... there are some restrictions on mixing fields belonging to different contact types within a single user-defined form (e.g. a profile and/or contribution page). Hence I'm not sure you'll be able to collect the employer ("organization") address info on the contribution page. I haven't actually tried this - so give it a spin. But I suspect the best you can do is collect the employer name and the individual's address info - at least without doing some custom coding / hacking. If someone else has already done something like this - pipe up please :-)