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Author Topic: Different levels of membership  (Read 828 times)

JoeTheBronx

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Different levels of membership
June 18, 2013, 08:57:14 am
I'm still learning and exploring CiviCRM.
I have a question. I'm trying now to build a form for my club's memberships.
How can I set different levels of memberships according to renewals or "years with the club" filters?

I explain my case.
I have a couple of membership levels for newcomers. And I accomplished this already.
Now, I have 2 more level of memberships who are reserved to those who are renewing (I dont' want to set an autorenwal since my fees change every year).
Finally, I have a special level of membership for club members with the club from (at least) 2005.

Do I have to build some "Price sets"? how do I configure my membership levels and how do I prevent a new entry from choosing a membership level only for renewals?
Thanks

PS: New entries don't have a login yet, renewals are already registered and are assigned a login/password access to my web site. So, do I create 2 different forms, one for new entries and one for renewals? Or, can I still have everything on the same form so that the system automatically allows registered users to renew and prevent that choice to new entries?
« Last Edit: June 18, 2013, 09:04:18 am by JoeTheBronx »

Dave Greenberg

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Re: Different levels of membership
June 18, 2013, 04:42:30 pm
If you have a different online contribution form for renewals, you can specify which membership types are offered there vs. which are offered on your new members form.
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JoeTheBronx

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Re: Different levels of membership
June 18, 2013, 11:55:41 pm
You mean I have to simply set up 2 different forms:
One, easier, for renewals. They don't need to submit personal data anymore, since they're already in the database.
One, much more complete, for new entries. They have to submit every personal data.

It remains alive one question related to a special category of renewals. Those who are with the club since 2005 and thus enjoy a special memebership fee. Is there any chance to filter the membership form in order to let those users apply for this? Of course this form should be usable by them and only them. SO, may I set up a form which can be only usable by a special category of members (using tags/groups for example). And can I automate this group/tag in order that it applies only to those members who respect that filter condition?

Thanks

Dave Greenberg

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Re: Different levels of membership
June 19, 2013, 09:37:03 am
You can potentially add a filter to the renewal page - but you'll need to write some code in a new 'module' which uses the buildForm hook to alter the membership type selections after querying the DB.

Regarding your renewal form , you might still want to include personal info fields so folks can update their info while renewing.
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JoeTheBronx

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Re: Different levels of membership
June 20, 2013, 12:43:27 am
Quote from: Dave Greenberg on June 19, 2013, 09:37:03 am
You can potentially add a filter to the renewal page - but you'll need to write some code in a new 'module' which uses the buildForm hook to alter the membership type selections after querying the DB.

I save this for the time I get much skilled... ;)
SO, if this task is still too difficult for my level of knowledge I better use my human resources to handle any special renewal category, like the one of the "senators" I asked about.

Quote
Regarding your renewal form , you might still want to include personal info fields so folks can update their info while renewing.

That is interesting. Just confirm me, I do this by simply creating a profle "Renewals" and let it use only to already registered users (in our Club, the registered users are only those already part of the Club). Right?

jackrabbithanna

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Re: Different levels of membership
June 20, 2013, 08:20:35 pm
If you use the Member role sync module that comes with CiviCRM,  and the civicrm_entity module (https://drupal.org/sandbox/eileen/1923028)  in combination with the Rules module (http://drupal.org/project/rules) and Rules Conditional module (https://drupal.org/project/rules_conditional) to auto create Synced Drupal users to each contact record and import the rule in this issue: https://drupal.org/node/2001332) you can have drupal users that have roles dependent on their membership type. 

This rule creates synced Drupal users when a membership is created. So you assume anonymous users with no account to use your join page when the user first gets a membership.

The member role sync module can be used to set different roles for the synced drupal users as they get different membership types.

Then you can use Drupal permissions and CiviCRM ACLs to limit access to join/renewal forms or menu block links and control who can use the different join and renew forms.

This method you can do with pure sitebuilding, and avoid doing any custom hook coding. 

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