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Author Topic: Best way to implement: Membership fees  (Read 1176 times)

ewanmclean

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Best way to implement: Membership fees
March 17, 2013, 07:52:29 pm
Hi

I'm trying to figure out the best combination of membership types/pledges/recurring contributions/automatic renewals to accomodate the following membership structure for our campaign group:

  • We offer monthly memberships (which MUST autorenew) from £1 (with certain amounts above this giving you a gift like a member pack etc.)
  • We offer 'one off' memberships (really yearly) which may autorenew or may not, from £8, or £5 if you are a current student. Again, higher amounts get you other stuff.
  • Additional to this we want to offer a 'one off donation on top of your membership' option on the form. So you could choose the £5/month gift pack option, but might not make a one off donation, but someone else might choose the £1/month minimum, but give us £50 as a one off because they feel flush that day. We probably wouldn't use this on the yearly method, because they might as well just put it all in as their membership amount (that's why we call it a one off even though they could in theory have an auto-renewing yearly, we find that quite rare).

I can seem to figure out how to do any of these in isolation, but not put them together. Any ideas on best practice here? It's important that the one-off donation option is done during the same 'transaction' (by that I mean workflow for the donor, I don't really care how it comes out in the records) as the member dues as we find that gives higher conversion rates than asking someone to go back and donate through a different form to top up.

Thanks

millionleaves

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Re: Best way to implement: Membership fees
April 01, 2013, 06:12:38 pm
This sounds like you need a different membership for each time frame, i.e. Monthly Membership and Yearly Membership. You'd configure the Auto Renew option differently for each.

You would then create Price sets for each membership with different components:
  • The "mandatory" membership fee would be a radio field type with just one option, so it can't be de-selected
  • The optional components would be different field types depending on what you need, but could include checkboxes where multiple options can be chosen, or numeric fields where a quantity can be entered

There may be a better way to do this, but this is how I'd approach it. I'd be interested to know how other people would implement this scenario ...

Regards

David
Millionleaves - CiviCRM and Drupal services for New Zealand and the world
http://www.millionleaves.com

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