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Author Topic: Dynamic payment options  (Read 1704 times)

canen

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Dynamic payment options
March 28, 2008, 10:09:53 am
Hello,

I need some help with a member database setup. A little background:

The organisation has three (3) types of members: Individual, Corporate and Association. Each member must be a company. Amount paid for membership dues are based on the company's annual gross revenue. The request is to setup a specific workflow for membership registration. There are also existing members but that is a separate issue. I am using Drupal.
 
The workflow that is expected is as follows:

1. User submits information, including their gross revenue and other company related info
2. User gets an email notifying them that their application is being reviewed.
3. A list of the organisation's staff gets an email stating that a new member has applied for membership.
4. Account is then reviewed by the staff members with notes added.
5. Based on the notes the account is approved or declined by a specific staff member.
6. If the user is approved they get a link to login and also a link to the membership dues page

The sections that I am not too sure about include the review section and the membership payment page. I'll leave out the review process since I think the notes section on each contact should be able to take care of this. My main concern then is the payment section. Since each member dues is dependent on their revenue we need to a way to send each approved user to a dues page that matches their revenue group. There are about 3 different amounts for each membership type (Individual, etc.).

We don't want the user to see all the available option for payment, only the one that is relevant to them. I was thinking we could have a different members due page for each type of payment. Which means we would end up with at least 10 ddifferent payment pages that basically do the same thing. The other option is to remove the other payment options, before the user views the page, based on their revenue.

I guess the question then is: Is there an easy way to remove payment options from the page based on certain member criteria?

Thanks for any help that is given.
« Last Edit: March 31, 2008, 06:08:32 am by canen »

Dave Greenberg

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Re: Dynamic payment options
March 29, 2008, 08:48:30 am
Membership "dues" are a property of a membership type. So, you'll definitely need to setup ~10 CiviMember membership types for your combinations of revenue + member "class" (e.g. Corporation, Association...).

There is currently no out-of-the-box way to conditionally show / hide membership type options on a given membership signup page. If you want to offer online ("self-service") membership signup - you'll either need to create 10 different signup pages (as you've noted), OR you'll need to make some modifications.

You MIGHT be able to do it all on one signup page by creating a custom template for the membership signup form, linking each user to the signup page w/ an extra query string parameter, and adding javascript to the template which modifies the membership radio button set based on the GET parameter.
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canen

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Re: Dynamic payment options
March 30, 2008, 08:00:24 am
How would I go about creating this new template?

Thanks.

Dave Greenberg

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Re: Dynamic payment options
March 30, 2008, 08:12:17 am
Steps documented here;
http://wiki.civicrm.org/confluence/display/CRMDOC/Customizing+CiviCRM+Screens
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