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Author Topic: Make memberships current while recurring contributions are ongoing  (Read 657 times)

Tara_Penner

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Make memberships current while recurring contributions are ongoing
June 13, 2011, 02:38:05 pm
Whenever someone makes a recurring (monthly) contribution to our organization, I'd like their membership (if they have one) to be current (as long as the recurring contribution continues).

Is there a way to do this in Civi?

Kurund Jalmi

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Re: Make memberships current while recurring contributions are ongoing
June 14, 2011, 02:15:21 am
Do you mean recurring contribution or membership signup with auto renew option?
What is the current behavior, what's the status of their membership.

Kurund
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Tara_Penner

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Re: Make memberships current while recurring contributions are ongoing
June 14, 2011, 06:49:58 am
Sorry for not being clear! The situation we have is:

1. An individual pays their $25 membership fee, and as a result their membership should be current for one year.

2. During that year, the member responds to a special appeal, and becomes a monthly donor - donating $10/month.

3. As long as the monthly donation continues, their membership should always remain current (so we need to use is_override).

Contributions could come in from many different contribution pages (or by cheque or other source), and the contributor may, and likely won't, have logged into the website before making the contribution.

As far as I can tell, there's no way to have a notification sent to someone whenever a new recurring contribution begins, so I'm wondering if there's a way to do it automatically.

I hope this makes things clearer - thanks Kurund!

Kurund Jalmi

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Re: Make memberships current while recurring contributions are ongoing
June 16, 2011, 01:49:22 am
Quote
1. An individual pays their $25 membership fee, and as a result their membership should be current for one year.
So here using Online membership user is signing up for the memberships.

Quote
2. During that year, the member responds to a special appeal, and becomes a monthly donor - donating $10/month.
So this is separate contribution / donation, which you want to link with earlier membership signup.

Currently this is not possible with out fare amount of customization / modifying core code.

Not sure if this will fit in your usecase, but might be worth checking "Auto renew Membership" feature: http://issues.civicrm.org/jira/browse/CRM-7137

HTh
Kurund
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Tara_Penner

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Re: Make memberships current while recurring contributions are ongoing
June 16, 2011, 07:41:55 am
Thanks Kurund. I don't think auto-renew will work in this case, but we may have a workaround.

This query will need to be modified to account for date ranges, but I think we're on the right track!

UPDATE civicrm_membership
JOIN civicrm_contribution
ON civicrm_membership.contact_id=civicrm_contribution.contact_id
SET civicrm_membership.is_override='1' AND civicrm_membership.status_id='2'
WHERE civicrm_contribution.contribution_type_id='23' OR civicrm_contribution.contribution_recur_id is not null;

cesy

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Re: Make memberships current while recurring contributions are ongoing
June 19, 2011, 12:47:01 am
We have a similar setup, where anyone donating more than a certain amount in a year is automatically a member for that year. What customisation or modification would be needed to be able to take something like Tara's query and make it a feature to be able to update membership status for all donors? Could we do this with a Make-It-Happen initiative?

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