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How to Create Membership Type?
You can create a new Membership Type for the members of your organization.
Some examples of membership types are Consultant, Individual, International, Utility, and Manufacturer. There are some slight differences in the configurations of these membership types.
Note: In this section, we are illustrating how to create an Individual Membership Type.
1. Navigate to M360 - Membership Type List page and click New M360 - Membership Type.
Or
Navigate to Membership > Manage Membership Types > Membership Types > New.
A blank M360 - Membership Type form is displayed.
The Membership Type form has various sub-sections and we learn about each of them in the following links:
2. Once all the required fields in these sections have been filled out, click Save.
The form will be submitted, and the new membership type will be added to the Membership Type List.
Primary Information
In the Primary Information section of the Membership Type form, important data required for the creation of a membership type has to be entered or selected in the associated fields.
Please refer to the table below for field names and descriptions:
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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CUSTOM FORM
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Preferred options available to customize the Membership form
By default, the M360-Membership Type Form is selected.
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NAME
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Name of the membership type
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INACTIVE
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Disables this membership type
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ENTITY TYPE
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Distinct eligible member types for this membership category
There are 2 types of entities -
Note that members with the Individual entity Membership Type cannot transfer the membership to an Organization entity.
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SHORT DESCRIPTION
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Brief text describing the membership type
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MEMBER NAME SUFFIX
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Automatically adds an abbreviated suffix to the generated member name, helping in the identification of their membership type
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DESCRIPTION
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Longer text describing the membership in more detail
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CANCELLATION POLICY
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Policy of cancellation for the associated membership type
New cancellation policies can be added if no relevant policy is available within the dropdown list.
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TRANSACTION DEFAULT LINE
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Default values set for transactions related to this membership type
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ITEM
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Netsuite product/service allowed in this membership type
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DUES CALCULATION TYPE
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Method to calculate the rate on the membership type
There are two types of rate calculation methods:
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DURATION TYPE
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Period of membership validity
There are three types:
Note that even if a member joins anywhere in the mid-period, the membership duration will be considered from the calendar start date to the calendar end date.
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CHAPTER DURATION TYPE
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Specific period for the Chapter validity within the membership type
It is generally the same as the main membership type described in the DURATION TYPE.
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CALENDAR START MONTH
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Starting month for calculating the period of membership validity when the FIXED CALENDAR type is selected from the DURATION TYPE dropdown list
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CALENDAR END MONTH
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Ending month for calculating the period of membership validity when the FIXED CALENDAR type is selected from the DURATION TYPE dropdown list
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DURATION (MONTHS)
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Period for calculating the time interval of the membership validity if the FIXED DURATION TYPE is selected from the DURATION TYPE dropdown list
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REVENUE RECOGNITION DURATION (MONTHS)
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Specific period of months when revenue is earned from the Membership fees or dues
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ALWAYS START ON MONTH START
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Membership validity always commences from the first day of the month
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CUT OFF DAY FOR ALWAYS START ON MONTH START
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Designated day to start the month calculation when the ALWAYS START ON MONTH START option is set
For example, if the cut-off day is set as 20 of a month and the member joins on any day before the 20th of the current month, the current month’s first day will be considered. Otherwise, the start date will be the first day of the next month.
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Options
The Options section of the Membership Type form allows the setting up of various requirements and permissions customized for the members joining this membership type.
Note: Based on the options you select here, they show up on the membership creation wizard.
Please refer to the following table for the field names and their descriptions:
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Field
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Description
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REQUIRE CONTRACT
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Whether or not this membership type necessitates a separate contract document or proforma invoice
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ALLOW PRORATION
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Whether or not this membership type allows proration
Note that Proration allows the members to pay the membership price calculated proportionately based on the date of joining.
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PRORATE CHAPTER DUES
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Whether or not to allow the chapter dues to be prorated in this membership type
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ALLOW BILLING SCHEDULE
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Whether or not to allow a schedule for billing
Note that this option is generally used for organizations or larger membership contracts that extend over multiple years.
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AUTO GENERATE WELCOME KIT ORDER
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Whether or not to auto-generate welcome kit orders for members joining this membership type
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ALLOW CHAPTER DUES TAB
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Whether or not to allow chapter-specific dues in this membership type
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ALLOW SELECTION OF PRIMARY CHAPTER
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Whether or not members are allowed to select the PRIMARY CHAPTER while joining this membership type
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ALLOW ADDITIONAL CHAPTERS
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Whether or not members are allowed to select additional chapters while joining this membership type
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ALLOW DONATION TAB
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Whether or not to display the DONATION tab for the members to contribute a donation while joining this membership type
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CONTRIBUTION PAGE ID
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Identification code of the linked Contribution page for the details of the donation
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ALLOW PUBLICATIONS TAB
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Whether or not to display the PUBLICATIONS tab to allow members to select the publications while joining this membership type
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ALLOW ADD ON TAB
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Whether or not to display the ADD ON tab to allow members to select additional items while joining this membership type
Note that the add-ons are the merchandised NetSuite items available to the members of this membership type.
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GRACE PERIOD (DAYS)
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An additional number of days allowed for members to consider membership renewal after the expiry of this membership type
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Registration and Renewal
The Registration and Renewal section of the Membership Type form allows you to set up the membership registration and renewal process.
Please refer to the following table for the field names and their descriptions.
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Field
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Description
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KIT DISCOUNT
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Discount value that is applied to the Welcome Kit for members upon joining this membership type
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KIT SHIPPING METHOD
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Shipping mode selected for delivering the Welcome Kit to the members of this membership type
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ALLOW SELF SERVICE REGISTRATION
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Whether or not to allow potential members to sign up to this membership type directly using the website or mobile app
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ALLOW MY PORTAL REGISTRATION
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Whether or not to allow potential members to register to this membership type using Mem360 My Portal
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NEW MEMBERSHIP PROMOTION
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Marketing promotion offered to the new members of this membership type
For example, when members choose this membership type, discounts on the cost of memberships or term extensions on memberships may be given.
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ALLOW SELF SERVICE RENEWAL REGISTRATION
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Whether or not to allow members to renew this membership type by themselves using the mobile app or website
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ALLOW AUTO RENEWAL
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Whether or not the members can be allowed to auto-renew their membership type
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AUTO RENEWAL DEFAULT
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Whether or not to allow the default setting for automatically renewing this membership type
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CHAPTER AUTO RENEWAL
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Chapters to be auto-renewed in this membership type
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MEMBERSHIP RENEWAL PROMOTION
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Marketing promotions offered to the members upon renewing this membership type
For example, upon renewing this, discounts on the cost of memberships or term extensions on memberships may be given.
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RENEWAL REMINDER COUNT
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Specification of the number of renewal reminder emails to be sent
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RENEWAL REMINDER FREQUENCY (DAYS)
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Interval period for sending out the renewal reminder emails
The system will calculate the appropriate date for the first and subsequent reminders using the Renewal Reminder Count. For example, if the Renewal Reminder Count = 3 and the Renewal Reminder Frequency (Days) = 30, then the first reminder will be sent 90 days before expiration, the second reminder will be sent 60 days before expiration, and the third reminder will be sent 30 days before expiration.
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RENEWAL PERIOD (DAYS)
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Number of days before expiration for members to renew this membership type
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AUTO RENEWAL PERIOD
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Period during which the membership type is set to be automatically renewed
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FREE MEMBERSHIP CODE
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Promotional code applicable for members of this membership type that require no payment
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Member Engagement
The Member Engagement section within the Membership Type form allows you to set up the activities that the member can contribute or participate in while subscribed to this membership type.
Please refer to the following table for the field names and their descriptions:
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Field
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Description
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MEMBER CAN VOTE
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Whether or not members of this membership type can vote
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JOURNEY
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Specific transactional journey of members in this membership type
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ASSIGN MEMBERSHIP BADGES
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Whether or not membership badges are assigned to members of this membership type
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AWARD POINTS
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Whether or not award points are allocated to members of this membership type
For example, members may be awarded points for participating in some membership activities or purchasing some items within this membership type.
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ASSIGN MEMBERSHIP LEVELS
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Whether or not members are assigned levels based on meeting award point criteria in this membership type
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COMMUNITY
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Specific community to which members are assigned within this membership type
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Workflow Approval
The Workflow Approval section of the Membership Type form allows you to configure the approvals required for the workflow on this membership type.
Note: The Workflow Approval values can be configured individually for every member.
Please refer to the following table for the field names and their descriptions:
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Field
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Description
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WORKFLOW SET
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Workflow set applicable for this membership type by default
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NEXT APPROVER
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Individual designated as the next approver in line for the default workflow set up within this membership type
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NEXT APPROVER ROLE
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Role of the Individual designated as the Next Approver in this membership type
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Filters
The Filters section within the Membership Type form allows you to set up the essential criteria for determining the eligibility of the members in this membership type.
Please refer to the following table for the field names and their descriptions.
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Field
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Description
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CERTIFICATION STATUS
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Criteria to filter members based on their certification status
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CERTIFICATION DURATION
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Criteria to filter members based on the duration of the certification program
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EMPLOYMENT TYPE
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Criteria to filter members based on their employment type
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ACCREDITED EDUCATION PROGRAM
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Criteria to filter members based on the accredited education program they are enrolled in
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AGE GROUP
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Criteria to filter members based on their age group
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MEMBERSHIP CATEGORY
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Criteria to filter members based on their membership type
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Corporate and Affiliate
The Corporate and Affiliate section within the Membership Type form allows you to determine the membership type as affiliated, corporate, or both.
Note that the Corporate membership is the membership under the main organization and the Affiliated membership is associated with another membership type.
Please refer to the following table for the field names and their descriptions:
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Field
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Description
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AFFILIATED MEMBERSHIP
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Whether or not members are affiliated with this membership type
An individual/entity can only purchase this membership if they are associated with an organization affiliated with this membership type.
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AFFILIATED MEMBERSHIP TYPE
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Category to which members are affiliated
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AFFILIATION VALIDATION
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Criteria for validating the users under the affiliation coverage for this membership type
The options are as follows:
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AFFILIATION MESSAGE
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Brief note or information regarding the affiliation
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AFFILIATION LABEL
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Label for the affiliation
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AFFILIATION ERROR MESSAGE
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Note or message displayed when an error occurs during the affiliation
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CORPORATE MEMBERSHIP
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Whether or not an organization offers this membership type
If selected, only organizations can access this membership type.
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CORPORATE INDIVIDUAL MEMBERSHIP
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Whether or not this membership type is for only individuals within your organization who are eligible to access the membership benefits
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CORPORATE VALIDATION
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Criteria for validating the corporate membership
The options are as follows:
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CORPORATE MESSAGE
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Note or information communicating the corporate values
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CORPORATE LABEL
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Label for corporate membership
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CORPORATE ERROR MESSAGE
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Note or message to be displayed when an error occurs in the corporate membership type
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INCLUDED STAFF COUNT
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Number of staff included in this membership type
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ADDITIONAL STAFF COUNT ITEM
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Benefits offered to the additional staff count
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Web Display Options
The Web Display Options section of the Membership Type form allows you to configure the appearance of membership type fields on the website such as Donation, Chapter, and much more.
Please refer to the following table for the field names and their descriptions.
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Field
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Description
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Donation - This subsection allows you to configure the appearance of the Donation fields on the web page.
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DONATION TITLE
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Name of the donation
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DONATION LABEL
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Label for the donation
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FUND LABEL
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Label for the donation fund
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OTHER AMOUNT LABEL
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Label for any amount other than the donation amount
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Chapter - This subsection allows you to configure the appearance of the Chapter section on the web page.
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PRIMARY CHAPTER LABEL
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Name of the primary chapter
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PRIMARY CHAPTER DUES LABEL
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Label for the dues in the primary chapter of this membership type
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ADDITIONAL CHAPTER TITLE
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Name for additional chapters in this membership type
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Other - This subsection allows you to configure the appearance of images, templates, and other elements on the web page.
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IMAGE SET
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Collection of images associated with this membership type
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WEB TEMPLATE
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Predefined web template for displaying this membership type
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WEB PROCESS FLOW
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Process flow for the web related to this membership type
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RENEWAL WEB PROCESS FLOW
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Web process flow related to the renewal of this membership type
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MEMBERSHIP DISPLAY TAGS
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Associated tags to be displayed on this membership type
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DISPLAY ON WEB
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Whether or not to showcase the above on the webpage
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SHOW ELIGIBILITY
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Whether or not to display the eligibility for this membership type
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ELIGIBILITY CRITERIA
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Criteria of eligibility for this membership type
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SHOW BENEFITS
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Whether or not to display benefits within this membership type
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HIGHLIGHT ON WEB
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Whether or not to highlight this membership type on the web page
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HIGHLIGHT TEXT
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Text to be displayed when the membership type is highlighted
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RENEWAL MESSAGE
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Text to be displayed upon renewal of this membership type
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SUCCESS MESSAGE
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Text to be displayed on the addition or renewal of this membership type
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TRANSLATION JSON
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Translation JSON code for this membership type
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Welcome Kit
The Welcome Kit section of the Membership Type form allows you to set up the welcoming kit for new members of this membership type.
Please refer to the following table for the field names and their descriptions:
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Field
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Description
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ITEM
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Item included in the Welcome Kit
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QUANTITY
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Number of associated items in the Welcome Kit
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Press Add to include the items to the Welcome Kit within this membership type.
Note that you can similarly insert more items and edit or remove the existing ones.
Benefits
The Benefits section of the Membership Type form allows you to include additional benefits for members joining this membership type.
Enter the benefit you wish to include in this membership type in the M360-MEMBERSHIP TYPE BENEFIT NAME field and press Add.
Note that you can add more benefits and edit or remove the existing ones.
Item Pricing
The Item Pricing section within the Membership Type form allows you to configure the pricing of each item included in this membership type.
Please refer to the following table for the field names and their descriptions:
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Field
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Description
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ITEM
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Item included within this membership type for a discount
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PRICE LEVEL
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Discounted price of the associated item
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CURRENCY
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Default currency for the transaction of the associated item
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UNIT PRICE
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Unit price of the associated item
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Press Add to add the associated item and its pricing within this membership type.
Note that more item prices can be added similarly and edited or deleted when needed.
Group Pricing
The Group Pricing section of the Membership Type form allows you to add benefits associated with item groups upon selecting this membership type such as discounts on events, items, etc.
1. Select the item group that will be given a special price for joining this membership type from the PRICING GROUP dropdown list.
2. Selected the discounted price for the associated group from the PRICE LEVEL dropdown list.
3. Press Add to add the group pricing for this membership type.
You can add more item groups with discounted prices and edit or remove the existing ones when needed.
Note: Generally, Group Pricing is preferred to Item Pricing on a membership type.
Subscription
The Subscription section within the Membership Type form allows you to configure the subscriptions available within this membership type.
1. Select subscriptions included within this membership type from the SUBSCRIPTION PRICING dropdown list.
Alternatively, you can add subscription pricing by clicking the 
icon and entering the required values in the Subscription Pricing form.
icon and entering the required values in the Subscription Pricing form.2. Select the item associated with the subscription from the ITEM dropdown list.
3. Enter the applicable discounted price of the related items in the subscription in the PRICE OVERRIDE field.
Add-Ons
The Add-Ons section within the Membership Type form allows you to configure the additional items available for the members within this membership type.
1. Select the item to be included as an add-on from the ITEM dropdown list.
2. Enter the applicable discounted price of the associated items in the PRICE OVERRIDE field.