Setting Up Membership Bundles

Just as Attendees can register for an event, members can purchase a membership organization through PheedLoop’s organization website. To purchase, the user will need to purchase a Membership Type at checkout. For instructions on how to create membership types, please review our Getting Started with Membership Management article.

Along with Membership Types is the option to create Membership Bundles which are a collection of Membership Types that users can purchase. This minimizes the number of clicks needed to purchase several Membership Types.

To create a Membership Bundle

1. From the Membership Dashboard, navigate to Membership > Bundles
2. Above the Bundles table, select Create

Details

1. Under the Name field, enter the name of your bundle
2. Under the Price field, enter the price of your bundle
3. Under the Thumbnail field, select Choose File to upload an image to represent your bundle
4. Under the Expiry Date field, enter the date 

Privacy 

1. Toggle on the Protected Membership Bundle checkbox to hide the Bundle from the Registration process
   1. Once saved, a new button called Access Link will appear. Select it and copy the URL to share with desired members. Once the Member opens the link, the Bundle will be available for purchase.

Availability

1. Under the Start Date field, enter the date to make the Bundle available for purchase
2. Under the End Date field, enter the date to make the Bundle no longer available for purchase
3. Under the Start Time field, enter the time to make the Bundle available for purchase
4. Under the End Time field, enter the date to make the Bundle no longer available for purchase
5. Toggle on the Lock Selection at Checkout checkbox to make the Bundle visible at checkout but not purchasable

Once configured, select Save Changes to create your Bundle.

Adding Membership Types into the Membership Bundle

Once your Membership Bundle is created, you can now add the desired Membership Types to go along with the Membership Bundle. 

1. From the Membership Dashboard, navigate to Membership > Bundles
2. Select the Membership Bundle you wish to edit
3. Navigate to the Bundle Packages tab
4. Select Add New Package
5. Under the Membership Type field, select the Membership Type you wish to include as part of the bundle
6. Under the Quantity field, enter the number of copies the bundle will include
7. Select the Assign to Purchaser checkbox to assign the Membership Type(s) to the purchaser
8. Select Save Changes

The Membership Types will now be included as part of the Membership Bundle. If you have made a mistake or otherwise changed your mind on a Membership Type, you can remove it by selecting Delete Package. 

Deleting Membership Bundles

Membership Bundles can be deleted at any time if they are no longer necessary.

1. From the Membership Dashboard, navigate to Membership > Bundles
2. Above the Bundles table, select Actions > Delete
3. Select Confirm

Pulling Data for Membership Bundles

Tracking what Attendees have purchased can be easily done through our Custom Reports feature. 

1. From the Membership Dashboard, navigate to Data & Report > Custom Reports
2. Above the Custom Report table, select Create
3. Under the Report Type field, select Membership Transactions
4. Under the Name field, enter the name for your report
5. Under the Description field, optionally enter a description or leave this field blank
6. Under the Fields field, we recommend including the following along with any other field you may be interested in
   1. Member - Email
   2. Membership Types
   3. Created At
7. Select Save Changes
8. From the data table, select the newly created report and click into the Actions > Generate Report
   1. Alternatively, you may click into the View button to view the report inside of the dashboard.
9. The report will automatically download in your browser. Additionally, a Download Previous Report button will be visible once the report is ready. You can always click back into this button to download the last generated version of this report. 

If you would like to learn more about Custom Reports, please consider reviewing our Creating Custom Reports for Data and Analytics article.