General Information about the Membership Program

When you set up a membership program, you indicate whether it is an annual, recurring, or lifetime program. You also indicate whether it is dues-based, contributions-based, or both. Once saved, you cannot edit these settings for the program. On the General tab on the membership program view, you can edit other information about the program, such as its name and description.

If a membership program has payments tracked in another system, you can specify that on the General tab when you set up the program. Once saved, you cannot edit this setting. For example, a university's alumni association may be interested to see that one of their members is also a member of an athletic booster program. In this situation, you can set up the athletic booster program as a membership program in which payments are made in another system. For more information, see How to Set Up a Program for Memberships with Revenue in Another System.

In addition to basic information about the program, you can view two widgets on the General tab: Membership Activity and Membership Revenue. Membership Activity compares joins and renewals over two time periods, such as this month compared to this month last year. Membership Revenue compares the revenue of membership levels over two time periods. A maximum of five levels are displayed. If there are more than five levels, the five levels with the most revenue are displayed. Add-on revenue is included. These widgets are based on data from the data warehouse. Information about when the data was last updated is displayed below the widgets.

For information about the different types of programs, as well as how to set them up, see Introduction to Membership Programs.