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Membership Type

Membership types are the various different levels you can make available to your Members for use in Events and the CommunityCraft Portal. There is no limit to the number of different Member types that can be created, nor to the range of user defined cost, duration, and privileges these types can have.

Clicking the Add Button will bring up a blank form which can be used to define the member type’s name, cost in US dollars, its duration, and the various privileges and

restrictions thit receives. Clicking Submit will create the new type and automatically make it available for subscription.

To edit a member type, highlight its name to bring up all its information in editable text fields. After you make the changes you require, hitting Submit will instantly apply the changes to your type and to everyone subscribed as that type. Navigating away without saving will revert any changes.

Deleting a member type is as simple as highlighting the name and hitting delete. Once deleted, the member type will be immediately deleted and any member of the deleted type will be set as Not a Member until you change their meber level manually or they update their status themselves.

The checking and updating of portal member status is performed via the ContactBase tab. When viewing a contact list, the Select a Type dropdown bar can be used to filter the list view so that only contacts of one of your member types can be shown.

A contact's Member details can be viewed by double clicking the contact to bring up their contact details, and selecting the Membership Info tab to view their status, including their type, payment status and amount, as well as their membership duration and benefits.

Contacts may also use the Membership Info tab in the member portal access their own membership details, including their member type, the associated priveliges, and the remainder of their member type subscription. Members may also use this page to make changes to and upgrade their subscription.

What payment options will appear for Portal Members can be configured on the Payment Settings page under the Settings tab.

To edit these values manually, click the Update button and the fields will become editable. To save the contact’s member details, click Update again. To revert any changes, simply navigate away.

Membership Levels are of use in EventCraft and CommunityCraft. When Creating an Event, Member levels can be used to set registration permissions, allowing only members with the right Membership types to register for an event, and to assign different pricing options for the different member levels. In CommunityCraft, the member levels can be used to create different portal experiences by granting and limiting access to certain portal pages and portal page features.

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