Author Topic: membership upsell (Read 846 times)

mclyde · May 12, 2011, 07:49:03 am

I've updated up db using 2.2.9 to 3.4.1 for testing. We had custom code for handling membership upsell (which is why we were still running 2.2.9 :-)
This checked for an existing membership and updated the start/end date accordingly and then inserted a new membership record. The plus side is that the member or any admin has a complete view of the membership history.

Under 3.4.1 there is just one memberhip record for an organization (unless you manually enter a future membership) -- this definitely provides a cleaner look to the member and eliminates the need for our custom code now. Although the membership type label (three year membership or one year membership makes no sense in our case if one has somehow purchase memberships in advance that expire in 2015)

We have a sister organization so members can join through our organization and get a discount on the sister groups dues and vice versa. We have to periodically exchange lists of members who have paid dues through the respective organizations, with a final reconciliation at the end of the year.
With member upsell, if a member switches from the joint membership to a regular membership, the membership type is converted to the new level immediately (rather than creating a future membership as we do now). Once the membership has been upgraded they no longer show up as member in the joint membership type under membership searchs or the civiMember dashboard.

Because members can purchase a membership though either group, they sometimes renew twice through each organization. Our current approach is to treat one of the memberships as a future membership (one has to be entered manually in this case) so that we can sync records.

Under 3.4.1, is there any way through the UI to access a membership history of a contact?

Is the best solution for tracking membership types going forward to use a different contribution type for each membership type and use civiContribute to track?

Thanks!

Because we have a list of expired, current and future

JoeMurray · May 12, 2011, 10:45:21 am

Quote

Under 3.4.1, is there any way through the UI to access a membership history of a contact?

Look at the Activities tab for a member to see all of the membership purchases, renewals, etc. Note that you filter on Membership Purchase, Membership Renewal, and Membership Renewal Reminder Acitivity Types if you have a lot of other activities recorded.

Your use case is not one we considered when designing the upgrade. I'm a little unclear if each of the sister organizations has their own copy of CiviCRM, or if you are using a single version with one of the various options for handling multiple organizations / domains. I'll assume that you have your own separate databases, and that you export joint memberships and import them periodically.

Normally, the way I would approach supporting memberships in different organizations in one CiviCRM installation is to create separate membership types for each organization. When you are adding or editing a membership type (under Administer > CiviMember > Membership Types) you can specify the Membership Organization, that is, what organization the contact will become a member of by buying the membership. Even though you have separate CiviCRM databases, I think this is a good approach.

Currently, while you can specify membership types for more than one organization on the signup page, users are only allowed to select a single membership type. This could be modified with some custom code, but it wouldn't be trivial. Or you could sponsor work to support buying membership in more than one organization on the same page. This could be useful for organizations that model subscriptions as a membership in a separate organization.

An easier work-around, however, is to create a premium at Contributions > Premiums (Thank-you Gifts) that is a membership in the sister organization. You might need a simple customization that would make the premium available always and only for the 'Joint Membership' membership type if this isn't the most expensive option on the page. When someone changes from joint membership to a regular membership at renewal, the membership in your organization will be renewed, and the one in the sister organization remains unchanged. So you'll still be able to pull out people who have memberships that are current in the sister organization.

mclyde · May 12, 2011, 12:50:16 pm

Thanks -- we did not have the Activities tab enabled :-)

Our sister group doe not use civi, but we just exchange files for import (currently they have a different format so it takes some massaging to get the data uploaded correctly)

We have different membership types; we have six levels two of which are the joint membership types , but all are under the same organization type.

I am currently working on adding section memberships within our organization, which I planned to handle by creating a new organization type. I played around with the membership_priceset module to create one membership signup page with other optional memberships via pricesets, but that did not quite get to what I needed. lobo estimates it would take 50-100 hours custom code to get what we needed (and that is out of our budget, but the board want this implemented as of last August -- we obviously did not think of the implementation details :-).

In the meantime I have been playing with extending the ubercart_civicrm_module, and have gotten it to add linked contributions for purchasing multiple membership of various types into civi (so far it is just using the v2/api functions to create a membership, so really need to call the current renew function in Membership.php to handle upsell. I am leaning towards this route and your suggestion of separating the two memberships might be the way forward with the ubercart products (buy the IMS membership at a discount from our signup page) I'll also look into the premiums option.

Thanks!
Merlise

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Author Topic: membership upsell (Read 846 times)

mclyde

membership upsell

JoeMurray

Re: membership upsell

mclyde

Re: membership upsell