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  • Membership page not tied to contribution
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Author Topic: Membership page not tied to contribution  (Read 3243 times)

PageOneLiteraryCenter

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Membership page not tied to contribution
July 26, 2013, 09:11:51 pm
We are fiscally sponsored through an organization who's payment processor is not an extension of CiviCRM. But we would like to offer a membership for participants who donate a certain amount. Once they sign up for membership, that info will be in CiviMember. How can I reconcile the member info with the contribution information that's coming from a different source? If I import it, will it automatically sync?
Sincerely,
Celise Colston
Founder, Chief Storyteller
Page One Literary Center
"Unleashing Creative Brilliance One Word At A Time"

clarkac

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Re: Membership page not tied to contribution
July 27, 2013, 05:24:04 am
Are you going to import the members payments?  If so, in 'Import Contributions' you would link the payments to contacts (either via External ID or other criteria), and use a 'financial type' (aka contribution type) of 'Member Dues'.  That should do it.
Andy Clark

PageOneLiteraryCenter

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    • Page One Literary Center
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  • CMS version: Wordpress
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Re: Membership page not tied to contribution
July 27, 2013, 10:33:30 pm
Thanks Andy. Yes, I plan to import member payments. So, it's possible to create just a Membership page where people log in and it's not tied to a contribution, right? For instance, once they donate through the other payment processor they can then sign up for a membership. Does that make sense?

Also, does the CiviMember feature generate member numbers? If not, do I have the ability to generate numbers? Thanks.
Sincerely,
Celise Colston
Founder, Chief Storyteller
Page One Literary Center
"Unleashing Creative Brilliance One Word At A Time"

clarkac

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  • MySQL version: 5.1.61-cll
  • PHP version: 5.3.27
Re: Membership page not tied to contribution
July 28, 2013, 09:00:31 am
Hi, I would either try out the demo site (http://drupal.demo.civicrm.org/) or install CiviCRM on a test basis.  That way you'd probably get a good appreciation of how it works, which should answer some of your questions.
Re.  the first question, I don't think that you can create a Membership page 'out of the box' but you could do it with a profile or using webform (neither is difficult).
Secondly each contact has a unique numeric id (called CiviCRM ID) - CiviMember doesn't create external numbers, so you'd use CiviCRM ID.
On another post elsewhere you wondered whether to go for a more simple system.... I don't think that Civi is that complicated frankly.  I guess it can be, but of the box is pretty straightforward.
Andy Clark
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  • Membership page not tied to contribution

This forum was archived on 2017-11-26.