Member Management Software 101

1.Our Platform 2.Membership Structures Our Agenda

Our Membership Management Software YM provides 1 platform that manages many actions: 1.Online Membership for new and renewing members. 2.Event Registration for small to large events. 3.Professional Development tracking and reporting. 4.Community Features that can be specific to your unique members. 5.A totally integrated Website and Database. 6. Marketing features. 7.Etc. Many of these actions are influenced by 1 very important piece of information: Your Membership Structure!

Membership Structure Components 1.Member Types 2.Memberships 3.Dues Rules 4.Dues Modifiers 5.Group Dues 6.Renewal Rules

Member Types

Think about Member Types as simply, Record Types. Defined: They are a way to categorize your members into smaller buckets to grant them permissions and benefits within the system.

1.Event Registration and additional options: a.Even though all of the members below are “Paying Members” of the association, you may want to charge them differently for events that they may attend or for purchases they make in the store. b.If this is the case, you need to make sure that you have member types to decipher the pricing differences. What Member Types Affect in Your Database Member Type:Pricing for Conference: Attorney Law Student Paralegal $300 $150 $200

What Member Types Affect in your Database 2.Content Pages that provide information to specific members in your organization. You can customize the information to each member within your organization by using member types to grant permission to view specific pages on your website. Member Type:Content Topics: AttorneyPractice Management How to Hire a Para Legal How to Grow your Firm Law StudentLaw School 101 How to get Hired After Law School Passing the Bar on Your First Try

What Member Types Affect in Your Database 3.Groups/Forums/Blogs can be restricted to specific member types to create community areas for each type of member within your organization.

Memberships

Memberships are the options that members/users have when joining or renewing with your organization. Memberships are usually based on Term and/or Pricing.

Membership Options in Real-Life

Membership Options in MMS

Dues Calculation Rules

If you have more than just Base fees for your memberships, you may need to utilize Dues Rules. Defined: Fees based on values from a members’ profile. Dues Rules can be calculated or a base fee. For Example: A company may pay a base fee of $1000 and then be charged according to how many employees they have. Calculation: # of Employees x $6.00 =

Dues Calculation Rules Example Note: Instead of using a “membership calculator”, your software will run these calculations behind the scenes instantly for registration and renewals once the dues calculations are configured.

Dues Modifiers

Defined: These are fees that can be a base amount or factored (only multiplied) options during registration or renewal. For Example: Would you like to be included in the online membership directory? Yes or No (a base fee will be applied if answer is yes) How many years have you worked in the industry? 3 years x $10 = $30

TopicDues RulesDues Modifiers ProsConsProsCons CalculationsUses all operators (+, -, x, /) Only does multiplication How it showsUses field values in profile without offering the pricing to the member first The calculation is straight forward and presented to the member during reg/renewal Should You Use Dues Rules or Dues Modifiers?

Group Dues

Defined: Fees based on group participation. Note: These fees are only enforced during registration/renewal

Renewal Rules

Defined: Rules enforced only when a member is renewing that will force them to go into a specific member type and/or membership. For Example: A graduated student can be forced into a professional member type and membership upon renewal.

Renewal Rules in Real Life

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