Memberships

• 1. Overview
  • 1.1 Add
  • 1.2 Edit
  • 1.3 Actions
  • 1.4 Emails
  • 1.5 Delete
• 2. Settings

v9.0 - Last Mod.: 08/11/2017

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With memberships you have an automatic system for the administration of the memberships of your users.

1. Overview

1. Click the button Portal Manager to get to the administrative area.
2. Then click Network & Community > Memberships.
3. In the navigation on the left click Overview.

You get to the overview of existing memberships:

• Icon Shows the icon of the membership.
• Name Shows the name of the membership.
• Duration Shows the duration.
• Current Members Shows the number of members of this membership.
• Expired Members Shows the number of expired memberships.
• Edit By clicking the icon you get to the editing mode.
• Delete By clicking the icon you can delete the membership.

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1.1 Add

 

1. Enter in the field Name a name for the membership.
2. Enter in the field Description a description for the membership.
3. Enter in the area Duration in the first field the duration.
   Choose the unit from the selection box behind.
4. If required activate the checkbox Continuous for an automatical renewing of the membership.
5. From the selection box Shop Product select the product you want to assig.
6. Click the button Save when ready.

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1.2 Edit

1. Choose in the overview the desired membership.
2. Click the tab Edit.
3. Do the desired changes, q.v. 1.1 Add.
4. Click the button Save when ready.

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1.3 Actions

Define actions if a membership gets acquired or removed, like "If membership removed then add the role Premium Member".

1. Choose in the overview the desired membership.
2. Click the tab Edit.
3. Click the tab Actions.

As far as actions are defined already they are displayed.

3. From the selection box If select the occasion.
4. From the selection box then select the action.
5. From the selection box user role select the desired role.
6. From the selection box user group select the desired group.
7. Click the button Save when ready.

• Repeat this procedure until all desired actions are defined.
• By clicking the icon Delete you can delete the action.

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1.4 Emails

You can add reminder emails (self created system emails) that alert your members when their membership expires.

1. Choose in the overview the desired membership.
2. Click the tab Edit.
3. Click the tab Emails.

As far as reminder emails are defined already they are displayed.

1. From the selection box System Email select the desired reminder email.
2. Enter in the area Days the number of days before the membership expires and the email should be sent.
3. Click the button Save when ready.

By clicking the icon Delete you can delete the mails.

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1.5 Delete

1. Choose in the overview the desired membership.
2. Click the icon Delete.
3. Confirm the erasing procedure by clicking the button OK.

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2. Settings

Here you can can make the settings for a bonus system in case you want to reward members for the acquisition of new members.

1. Click the button Portal Manager to get to the administrative area.
2. Then click Network & Community > Memberships.
3. In the navigation on the left click Settings.
4. Activate the checkbox Invitations to activate the system for providing rewards.
5. Choose from the selection box Reward members after the number of neccessary invitations.
6. Choose from the selection box with membership the membership with which the member gets rewarded.
   To add a new membership q.v. 1.1 Add.
7. Choose from the selection box Shop Catalog the catalog in which the memberships are stored.
8. Click the button Save when ready.

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