If you need to charge membership dues based on a member’s age or a student’s graduation date, then a special dues basis schedule would be setup using the Date option. Given a member’s birth date or a student’s graduation date, this is converted into the number of months from these dates to the current day. The number of months would then be used in the schedule range to determine the dues rate.
For example, a dues schedule would be setup as follows:
Min Basis (months) |
Max Basis (months) |
Full Dues |
|---|---|---|
0 |
276 |
$200 |
277 |
500 |
$175 |
501 |
800 |
$150 |
If your birth date is March 1st, 1987 (entered on the Dues Basis History screen in CRM360) and today is March 15th, 2011, then the number of months from your birth date to this date is 276 and your dues will be $200.
Defining a trial membership that is for a some period less than a year and renews to a full year:
· Setup
a new membership product called Trial Membership.
This trial membership will be for 6 months, which is set up in the Rate
Code Extension for Length in Months.
The Renew to this Product field
will be Regular Membership, which is for the full 12 months.
· This product can be assigned to a new member over the web as the first introductory membership. This can also be added to an annual meeting package where the registrant will get their registration at the member rate while buying the trial membership.
This example applies where there is another membership offered in another member group where it is optional to belong to the first primary member group.
· Setup one product for this special type of membership where there are two rate structures and codes, one for List 1 Year and the other for Member 1 Year.
· The person who is a member of the primary National group will automatically be assigned a Member price for this special membership. Any person coming in outside of the organization’s membership will automatically get the higher List price.
The membership organization can collect a one-time initiation fee that will not renew into the next period. Besides the payment of this one-time fee, the first period of membership will also include a regular payment for the year.
· On the General Product Setup screen, the Renewable checkbox will not be checked.
· In the Renewal Control section of the Rate Code Extension screen, the Renew to this product would be left blank.
New membership requires that the member receives a new member kit, which contains introductory association material, as well as a membership card (inventoried product), and renewal membership should only renew with the membership card.
· The new member kit and membership card (inventoried products) should be attached to first year of membership product using the Defined Components task. On the General Product Setup screen, the Renew Components checkbox will not be checked.
· The membership card product will be attached to the renewal membership product using the Defined Components task. On the General Product Setup screen, the Renew Components checkbox will be checked.
One type of new membership promotion for an association that has calendar-based membership is the offer to pay the first year’s partial membership in full and get the second year at a discounted price. The strategy is to use the Renewal Control section of the Rate Code Extension screen. The first year membership product could have quarterly rate codes each at a different price. For each of these rate codes, the Renewal Control would point to a second year membership product with a reduced rate based on the first product’s rate. The second year product would then renew to a third year product at the standard full year rate.