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Author Topic: Membership sign up - CiviMember or CiviContribute  (Read 2878 times)

mixxmedia

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Membership sign up - CiviMember or CiviContribute
June 29, 2007, 07:13:14 am
I am confused as to whether or not to make a membership application form using a Profile which is then linked to the front end OR using a CiviContribute page design as a Membership sign up page.

Here's what we'd like to do.

Our applicants must fill in a detailed Membership Application form, including which Type of Membership they are applying for.
Once the application is approved (still not sure how CiviCRM can help with this) we will add them to the CiviMembers list.

Thanks for any ideas, suggestions, critiques (be kind.. noob at the keys here).

mxm

Dave Greenberg

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Re: Membership sign up - CiviMember or CiviContribute
June 29, 2007, 10:53:56 am
CiviCRM does not (yet) offer a built-in approval / moderation workflow per se. However, configuring a Profile that automatically adds contacts to a "Pending Approval" Group is an approach that some folks have used successfully. Then it's easy to go through contacts in that group and take some action - e.g. create a Membership for them and remove them from "pending" group.

Using a CiviContribute page for your membership application may not be a good choice for you - as the main advantage is it allows folks to pay online for the membership during signup - and it creates the membership record on submit. Since you are requiring approval, I guess you'll deal with the payment aspect  after the approval (or perhaps your memberships are "free").

So using a Profile probably makes most sense. However, you can not expose your Membership Types as a Profile field. You'll need to create a separate custom field (radio button) that applicants will use to select the type of membership they're interested in. You'll then use their selection when your staff person creates the actual CiviMember Membership record.

Finally 1.8 will include another helpful feature for an approval workflow. You can configure profiles to "notify" one or more of your staff via email whenever someone submits that profile (i.e. submits an application).
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mixxmedia

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Re: Membership sign up - CiviMember or CiviContribute
June 29, 2007, 11:03:39 am
Very helpful, thanks. I already did exactly as you proposed re: the additional Custom field of Membership Type.

The notification would also be a huge help and glad to see that it will be in 1.8.

Is there anything in 1.7 that might help or improve our use of CiviCRM? We're still using 1.6

Thanks

mxm

haggan

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Re: Membership sign up - CiviMember or CiviContribute
August 30, 2007, 03:43:48 am
Quote
...is it allows folks to pay online for the membership during signup - and it creates the membership record on submit. Since you are requiring approval, I guess you'll deal with the payment aspect  after the approval (or perhaps your memberships are "free").

I havent figured out how to configure a drupal registration to also include a civimember sign up. I want user to sign up for a drupal account fill in a CiviCRM profile, and then choose what kind of membership type they want and then pay for it. After that the drupal account should be created and so on. Someone have an idee?

Donald Lobo

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Re: Membership sign up - CiviMember or CiviContribute
August 30, 2007, 11:46:25 am

You cannot include civimember sign up in the drupal registration form. However, you can create a CiviMember sign up form and enable the "Create CMS User" option (if you are using Drupal 5.x and CiviCRM v1.8). This will create a CMS user if the person fills in the right information etc

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haggan

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Re: Membership sign up - CiviMember or CiviContribute
August 30, 2007, 12:05:45 pm
Aha the other way around, thats great and it sort of suits me in a way. Becaouse I want both user that are paying members and other user that are just Alumni.
Thanks I will take that into considiration when designing.

I perhaps you also could create a drupal redirection page after registration direct to a member contribution page.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Membership sign up - CiviMember or CiviContribute

This forum was archived on 2017-11-26.