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Author Topic: Find Test CiviMembers?  (Read 2883 times)

robin

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Find Test CiviMembers?
June 15, 2007, 11:45:45 am
I have been Test-Driving an online contribution page which uses civimember membership types.  The contact is added, and I found the Test Contribution, but when I try to Find Members, my test members are not displayed.   Also if I look at one of my test members Relationships tab, they do not have a relationship with my orgnization (which I defined with the online contribution page).  I'm pretty sure that a Test-Drive should create a civimember record, so how do I find those test records?  Or maybe I setup the Online Contribution Page incorrectly?

Dave Greenberg

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Re: Find Test CiviMembers?
June 15, 2007, 07:11:03 pm
Hi Robin - In the current version (1.7) we don't distinguish test-drive from live memberships. You should be able to see your new "test" members from the CiviMember >> Find Members menu. And, you should see the membership from the contact's "Memberships" tab. If this is not happening on your install - please try and recreate your setup and steps on the public demo, and if you find an issue, report it on our issue tracker.

Regarding "Relationship to my organization" .. can you describe how you have this set up. I might be having a mental lapse - but i don't think there's currently any way to configure an online contribution page to automatically create "Relationships". ???
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robin

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Re: Find Test CiviMembers?
June 18, 2007, 01:23:06 pm
Quote from: Dave Greenberg on June 15, 2007, 07:11:03 pm
Hi Robin - In the current version (1.7) we don't distinguish test-drive from live memberships. You should be able to see your new "test" members from the CiviMember >> Find Members menu. And, you should see the membership from the contact's "Memberships" tab. If this is not happening on your install - please try and recreate your setup and steps on the public demo, and if you find an issue, report it on our issue tracker.

That's good to know.  I will try to recreate, but I'm wondering if my setup is incorrect or it is some data issue.

Quote from: Dave Greenberg on June 15, 2007, 07:11:03 pm
Regarding "Relationship to my organization" .. can you describe how you have this set up. I might be having a mental lapse - but i don't think there's currently any way to configure an online contribution page to automatically create "Relationships". ???

So our current use of CiviCRM is that there is one organization, let's call it "The Federation" and Individuals may join the Federation by paying annual dues.  We want to allow members of The Federation to pay online for joining and renewing.

When creating a Membership Type, one of the required field's is Membership Organization.  The Federation is listed there, and further down in the Membership Type form the field Relationship Type is set to "Member of".  I assumed this meant a relationship record is created when a person fills out the Contribution page which uses Membership Types.  Is that true?  Maybe it's not a relationship record but a membership record? 

So I have four membership types and a contribution page called "Join The Federation".  This contribution page is set as follows:

In Contribution Amounts:
 Execute real-time monetary transactions is checked
 Contribution Amounts Section Enabled is not checked
In Membership Settings:
 Membership Section Enabled is checked and the membership types are checked to be displayed.

I can see all of the Membership Types on the contribution page, and I can see that my test contact is created as well as the test contribution.  But all of my test contributions have a status of Pending, and if I view a contact's Membership tab, no memberships are listed.  Also I'm using PayPal - Website Payments Standard for testing purposes, maybe that has an affect too?

Update:  I did test on the demo site and it works there, but the payment processing is using PayPal - Website Payments Pro not Standard.  Maybe that's the issue here?
« Last Edit: June 18, 2007, 01:41:59 pm by robin »

Dave Greenberg

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Re: Find Test CiviMembers?
June 19, 2007, 07:01:56 am
Robin -
1. The Membership Type setup field called "Relationship Type" is used to extend that type of membership to "related contacts". Typical use is to create a membership type called "Family Membership" and set the Relationship Type to "Household Member is". With this setup, when a Household (contact type) signs up for this membership all Individuals contact who are members of that household (via "relationship") will automatically get a Family Membership.

2. You are not seeing your membership records because the PayPal IPN sequence is not completing (this is why your associated contributions are in Pending state). This is generally caused by a configuration issue in your PayPal test account - and/or caused by your CiviCRM install not being accessible on the public internet (behind a firewall, using localhost as it's domain etc.). Check our PayPal Std doc and confirm your configuration - and do some searches on this forum for threads on "Pending" contrib status.
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robin

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Re: Find Test CiviMembers?
June 19, 2007, 10:22:16 am
Quote from: Dave Greenberg on June 19, 2007, 07:01:56 am
Robin -
1. The Membership Type setup field called "Relationship Type" is used to extend that type of membership to "related contacts". Typical use is to create a membership type called "Family Membership" and set the Relationship Type to "Household Member is". With this setup, when a Household (contact type) signs up for this membership all Individuals contact who are members of that household (via "relationship") will automatically get a Family Membership.

So does that mean that if two Individuals have a relationship in this case a Household relationship, and one Individual pays for the "Sustaining" membership for example, then if you ran a search for members of type "Sustaining" both Individuals would be listed in the results?

Quote from: Dave Greenberg on June 19, 2007, 07:01:56 am
2. You are not seeing your membership records because the PayPal IPN sequence is not completing (this is why your associated contributions are in Pending state). This is generally caused by a configuration issue in your PayPal test account - and/or caused by your CiviCRM install not being accessible on the public internet (behind a firewall, using localhost as it's domain etc.). Check our PayPal Std doc and confirm your configuration - and do some searches on this forum for threads on "Pending" contrib status.

I am currently testing behind a firewall, so thanks for that info.  :)

Dave Greenberg

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Re: Find Test CiviMembers?
June 21, 2007, 10:17:08 am
Quote from: robin on June 19, 2007, 10:22:16 am
So does that mean that if two Individuals have a relationship in this case a Household relationship, and one Individual pays for the "Sustaining" membership for example, then if you ran a search for members of type "Sustaining" both Individuals would be listed in the results?

Yes BUT you have to be specific about the directionality of the relationship type selected when setting up the Membership Type.

Some relatiionships are directional:
* Individual-Jane Doe is a Household Member of Household-The Doe Family

So, if you use "Household Member is" when you setup a "Household Membership" type... The Doe Family "pays for" a membership and any Household Members of the Doe Family (e.g. Jane Doe) are automatically granted memberships.

Some relationships are non-directional:
* Individual-Jane Doe is a Spouse of Individual-John Doe.

In this case, if you setup a "Spousal Membership" type... either Jane or John could "pay for" the membership and the other would be granted membership automatically.
Protect your investment in CiviCRM by  becoming a Member!

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Find Test CiviMembers?

This forum was archived on 2017-11-26.