How to Set Up Membership Types

Please note, use of this feature requires the Membership Management Module to use. Please contact sales@pheedloop.com to purchase this for your organization.

Membership Types grant users the opportunity to become a part of your organization. A member will go through the signup process on the Organization Website and purchase tiers, granting them the status as a member of your organization.

Setting Up Membership Types

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

You will now see the Membership Types editorial form.

Basic Details

1. Toggle on the Active Membership Type checkbox to make the Membership Type available for purchase. If this setting is toggled off, the Membership Type will still appear in the registration flow but is not purchasable.
2. Under the Name field, enter the name for your Membership Type.
3. Under the Price field, enter the price of your Membership Type.
4. Under the Description field, enter any additional information necessary for your event.

Other Details

1. Under the Quantity Available field, enter the number of purchases that can be made for this Membership Type.
2. Under the Limit Per Order field, enter the number of purchases that can be made for one registration.
3. Under the Select Announcement field, enter the announcement you would like to associate the Membership Type to
4. Under the Select Custom Form field, enter the Custom Form you would like to associate the Membership Type to
5. Under the Restrict Organization field, enter the Organizations you would like this Membership Type to appear to. Organizations not included in the list will not be able to purchase this membership type from the Registration Flow.
6. Toggle on the Hide Overflowing Description checkbox to collapse long descriptions, requiring attendees to expand the description to read more. Ideal for long descriptions that may distract from other information.

Availability

1. Under the Start Date field, enter the date users can make purchases for the Membership Type. Users will not be able to purchase the Membership Type prior to this date.
2. Under the End Date field, enter the date users will no longer be able to purchase the Membership Type. Users will not be able to purchase the Membership Type after this date.
3. Under the Start Time field, enter the time users can make purchases for the Membership Type. Users will not be able to purchase the Membership Type prior to the time.
4. Under the End Time field, enter the time users will no longer be able to make purchases for the Membership Type. Users will not be able to purchase the Membership Type after this time.
5. Toggle on the Is visible unavailable checkbox, to have the Membership Type appear at checkout but be unavailable for purchase.

Subscription Duration

1. Under the Subscription End Date field, enter the date the Membership Type will expire
2. Under the Subscription Duration Date field, select the number of months the Membership Type will be valid for. This setting cannot be used together with the Subscription End Date field.

Renewal Reminders

1. Under the Days before expiry to send notification field, select the number of days to send a reminder announcement prior the expiration date.
2. Under the Renewal Reminder Announcement field, select the announcement you wish to serve as the Renewal Reminder.

Privacy

1. Toggle on the Private Membership Type field to require users to enter a Private Access Code to access the Membership Type
2. Toggle on the Protected Membership Type checkbox to hide the Membership Type at checkout. Users will need to copy and paste a special URL to have the Membership Type appear and be purchasable at check out.
   1. A blue button labeled Access Link will become visible once changes are saved with this checkbox toggled on. Select the button and copy the URL to access the Membership Type.
3. Under the Private Access Codes field, enter the codes you wish to use to access the Membership Type.

Setting up Announcements with Membership Types

As part of the Signup process, you have the option to include a custom announcement for individual Membership Types. When a member completes the Signup flow, they will receive the custom announcement. Each Membership Type can be equipped with its own announcement if necessary.

Creating an announcement

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

Details

Targeting Settings

Visibility

Advanced Settings

Schedule

Buying the Membership Type

Please note that in order for users to purchase a Membership Type, the organization account must be connected to a payment processor such as Stripe. For instructions on how to configure Stripe, please review our How to Connect your Account to Stripe for Payment Processing article.

Once the Membership Type has been created, it can be purchased from the Organization Website.

1. From the Membership Dashboard, select Organization Portals > Organization Website
2. Select Signup
3. Go through the signup process until you reach the Tiers page
4. Add the Membership Types to your cart
5. Select Checkout

A success page will be shown indicating your purchase has been made.

How to Reorder Membership Type

It is possible to change the order in which membership types appear during the signup process. 

1. From the Membership Dashboard, navigate to Membership > Membership Types
2. Above the Membership Types table, select Actions > Re-Order
3. Drag the Membership Types to their desired location
4. Select Save

Once you have saved your progress, select Exit to leave the re-order screen.