Define Membership or Event Registration Configuration
Note: The Registration Configuration page does not display if the Registration Information global site option for eCommerce is not enabled. Instead, the Tribute Configuration page displays.
If the Registration Information global site option is enabled, you can define this product as a membership or event registration that requires the purchaser to provide constituent registration information (CRI) that will create their contact record (or be recorded in their existing record) on your site.
You can create several different types of memberships (for example, single adult, two adults from same household, child with special rates, and so on) and define certain options within the type itself before you associate it with this product. If you have multiple Membership Types and want to upload them instead of manually entering them here, refer to Creating and Uploading a Membership Types Upload File
Create membership types
Click Membership Types from the Related Actions (below the product configuration task steps on the left). The Membership Types list page displays.
Click Create New Membership Type. The Identify Membership Type page displays.
For Administrative Name, enter the label that will distinguish this type from others in lists that other administrators can view.
For Public Name, enter the label displayed to shoppers who select this membership type.
For Description, enter a phrase or sentence to help distinguish this membership type from others that display in lists.
For Administrative Security Category, leave the General option selected to allow administrators to edit and work with this membership type, or click a specific category from the options displayed in the drop-down list.
For External Identifier, enter the string of letters and numbers that can cross reference this type in external sources, such as databases and spreadsheets.
Click Next. The Groups, Grace Period, and Rank Details page displays.
To place everyone who purchases this membership into a group:
A group that already exists:
Click Select. The Group Selection pop-up displays.
Click the Add constituents to an existing group option. The Group Selector area displays on the pop-up.
Click Select from the Actions column of the appropriate group. The name of the group displays in the Selected Group area.
Note: To locate a group that is not showing in the list, enter all or part of the group name in the Search field and click Search or click the Next link to display the next page of groups.
Repeat the step above to add these purchasers to another group.
When you are finished, click Apply. The details page displays again with the group name showing in the field.
A new group that you create here:
Click Select. The Group Selection pop-up displays.
Click the Add constituents to new group option. Additional fields display on the pop-up.
For Group Name, enter a descriptive label for this new group that may help distinguish it from other groups (for example, by purpose).
For Group Type, to associate this group with other similar ones that:
Already exist, click the appropriate option from the existing group drop-down list.
Should be grouped together, click the Enter a new value option and enter a meaningful label for this new type.
For Group Description, enter a phrase or sentence to help describe the reason for forming the group or its purpose.
For Group Security Mode, leave the default selection or click an option from the drop-down list to assign it to a set of privileges or security group.
Click Apply. The pop-up closes and the associated group name displays in the field.
To remove members from this group when their membership expires, click the Yes, remove members from groups when their membership ends checkbox.
If you are defining a ranking system to keep track of upgrades to memberships, enter the number that signifies the rank of this type compared to the other types defined in the Membership Type Rank field. For example, a child membership with the lowest price point could be a 1, the single membership at the next price point could be a 2, the dual membership for two people in a household could be a 3, and so on.
To set a grace period during which a member may keep their membership benefits after they expire until their new membership is active, click the Yes, this membership type has a grace period checkbox. A field displays under the checkbox.
Enter the number of days for the grace period in the field and click Finish. The Membership Types list displays again with the new type in the list.
Repeat the steps above to create each new membership to be offered.