CiviPlus has a comprehensive Membership Management module built in. The system provides a wide range of features, including:
Support for different membership types and pricing structures
Membership can be inherited through relationships for family and corporate/organisational memberships
Highly flexible online application and renewal forms including credit card, direct debit processing with rules based upgrade and downgrade
Support a wide range of instalment configurations (i.e. annual membership paid annually, quarterly or monthly)
Support for joining fees and annual renewal pricing increases
Full support for high volume direct debit processes
Automated emails and reminders for renewal and direct debit payments (and also paper processes)
Engagement scoring
Comprehensive membership reporting
Memberships can run from a day to a lifetime, they can be free or paid, and have simple or complex pricing structures. They can be set up to auto-renew where a compatible payment processor is enabled.
Key automations within Membership include:
Signup online with system offering correct membership based on rules
Integration with application processes when joining online
Automated communications at any point in the membership journey including renewal reminders.
Sophisticated renewal rules to move members between rates: i.e. rate increases at year end, ending discounts or end of junior/student membership
Automated in arrears management where the system can send automated comms to members in arrears based on dates of overdue invoices with eventual automated lapsing of memberships.
Members can pay for single invoices online by Credit Card even when on a Direct Debit plan.
The articles in this section describe how to configure the Membership module, and how it can be used within CiviPlus. There is a separate set of articles about configuring and using Membership within the Self Service Portal here.