Basic General Membership Information
How do I run a report on my memberships?You can create custom reports using the Queries, Filters, and Sorts features on the Summary and Details grid. You can also find report features in the View Builder, Actions menu, Dashboard and a special option for First Membership Date from the Constituents grid. View Builder Th…6 min readWhat is a General Membership?Within DonorView, general memberships are transactions that are purchased to join a group or receive membership benefits. Memberships typically have a cost and an expiration date, however Lifetime Memberships that do not have an expiration date can be created. Benefits usually i…1 min readWhat is a Head of Household?The Head of a Household (HOH) is the owner of the membership and the person who signed up for a multi-member or group membership. For example, in a Family level membership, the person signing the family up is the HOH. You can see this in the column titled “Head of Household” mar…1 min readWhat Types of Memberships can I create?Types of Memberships Within DonorView there are two basic types of memberships, individual or group. Individual Memberships – one constituent, whether that is an individual or company, purchases and owns the membership and just one constituent enjoys the membership benefits. Ben…4 min readWhat is a Group Membership?A Group Membership is any membership that contains multiple constituents connected under the same transaction and membership level, such as a corporate or family membership. In the setup of any Membership Level, you can set how many Primary and Secondary members can be included…1 min readWhat is a Gift Membership?Gift Membership is a setting that can be turned on during the setup of your Membership form and can allow for one Constituent to purchase a membership for another Constituent. The purchaser, or Giftor, will pay for the membership and provide the contact information for the recip…3 min readWhat Membership Expiration options are available?Each membership level can only have one type of expiration date and there are several options including: Monthly Memberships - monthly memberships expire at the end of each month and automatically renew for the next month via a credit card. The member would need to reach out to…2 min readWhat is a Rolling Membership?Rolling memberships have a duration entered, typically 365 days, set in the Duration (Days) field. This means if you purchase the membership on May 15th, it will expire on May 14th the following year. Rolling memberships also have an option to extend them to the last day of the…1 min readWhat is a Hard Membership Expiration Date?A hard membership expiration date is a set date in the Expiration Date field for everyone who purchases this level, such as June 30th. Membership levels with Hard Expiration Dates are not renewed in the same membership level, a new membership level or page must be created each y…3 min readWhat are the Menu options under the General Membership module?Under the General Membership module, you will find 9 menu options. Below is a description of each. - Memberships – Main membership grid having both a Summary and Detail option so you can see all the specifics related to any membership transactions. - Membership Pages – Build or…2 min readWhat does the General Membership Dashboard show?The General Membership Dashboard consist of 4 graphic panels displaying information collected within your Membership Transactions. The first and top left panel shows Pie Chart displaying how many constituent are subscribed in each of your Membership Levels. The second and top ri…1 min readCan I auto-renew a membership with a hard expiration date?Yes, you can set your membership page settings for auto-renewal, even with a hard expiration date. For memberships with hard expiration dates, a new membership page must be created each year. Be sure you have your new page created when you are getting close to your renewal date…1 min readCan I change what membership page an auto-renewal goes into?Yes. For organizations that have special situations like a different membership page for first time members that require one-time fees or applications, you can choose which other membership page will be used for an auto-renewal. Be sure to have the other page setup with all the…1 min readHow do I create an email list for my membership?You can create email lists for your members using the Membership grid's Actions menu. If you would like to create different lists based on their levels or status you can add filters to the list first, or use the Quick Queries to identify the group. With the grid filtered as need…2 min readMembership CardsYou can activate a feature to automatically send membership cards to members when they register. The membership owner will receive all of the member's cards via an email. You can activate sending membership cards from the membership page's Membership Settings tab. Under the Fina…3 min readMembership Process and Modules OverviewWithin DonorView, memberships are transactions that are purchased to join a group or receive membership benefits. Memberships typically have a cost and an expiration date, however Lifetime Memberships can be created that do not have an expiration date. Benefits include things li…7 min read