Membership Management with SM 8.0

An ACEware Presentation

All about memberships Set it up…Turn it on!

What kind of memberships will be offered?

Making it work Create membership codes Set up a course to track memberships

Registrations requiring membership ACEweb membership registrations

Taking it to the next level Limiting a course to members only Multiple memberships Family groups Renewing memberships

Membership Retention Wizard

An Overview!

What do SM 8 Memberships do? Sell Memberships!

Memberships can be several Fee levels AND Benefit Levels

You define Membership period Code (with Expiration Date) is assigned to Member Done automatically.. On Web or Back Office.. No extra

handling. Courses on ACEweb prompt/invite Member signup

Offer Discounts on Courses! Can have multiple discount levels

(each discount level tied to a Member “Code”) Can set courses “Member Only” Restricted access

Track Expiration Dates on Membership You set length, fixed year V.S. Rolling

Support for Family Membership Special Reports:

Membership Retention Wizard

Turn it on!

Preferences / Course

Options:Specific date – the exact date the

membership expires

Certain # of days – number of days the membership is valid starting from the

registration add date

Fee-by-fee basis – Expiration date set on a fee-by-fee basis

Off – Turns off the membership features

Making it work

Create a catalog codeUse the plus sign or go to Module / Catalog / Catalog

codes

NOTE: in 7.2.. THIS was the “Member

Code”..(is still supported in

8.0)

Create membership code(s) to assign to membership fee(s)

Module / Codes / Course – Membership Codes

Set up a course totrack memberships

Setting Type to membership…

changes labelCatalog Code to Member Code

Set up Member Fee Levels .. With Member Code

Simple: One Fee.. One

code

You do NOT have to enter fee level Membership

codes( use the Catalog Code..like in 7.2)

Multiple Fees.. One Codes

Everyone gets same Discounts You do NOT have to enter

fee level Membership codes

( use the Catalog Code..like in 7.2)

Multiple Fees.. Multiple Codes

Allows multiple discount levels

So THESE codes (vs

Catalog Code) will be

assigned to Student

When building classes.. Create fee(s)

with Member Codes

If the registrant has a MEMBER code matching

one of the special fees.. They will be assigned that fee

A. Create Membership Course

Assign Member Code to a fee

B. Build Regular Courses

Create Fee(s) w/Member

Code

To Review…..I. Create Courses

Picks a Member/Fee LevelIs assigned a Member Code

with an Expiration date

II. Student Registers in Membership Course

If the membership expiration is on or after Course Begin date, AND his member code matches a fee level.. Ka-Ching..s/he is in!

III. Student Registers for a class

Here’s a quick tip!

Create a new course for each membership billing period

If your membership fee is based on a year, create a new course annually. If your

membership fees are based on term, create a new course every term.

Registrationsrequiring memberships

Staff view: get warning..Web: upsell membership

Participants will automatically receive the membership rate if:

A Course Fee has a matching membership Code

They have a member code in their Member Codes

The first day of the course is on or before the expiration date of their membership code

Students registering on ACEweb will

see the membership requirement

Students registering on ACEweb will

see the membership requirement

If you have Discounts for Membership,

Promote membership with ACEweb

Taking it to the next level

Limiting a course to members only

You MUST be a member of one of the groups listed in

the Membership Requisites field

If participants must have multiple memberships

Anyone enrolling in this class must be members of all groups listed. (separate by list with ampersands)

Not Commonly

used….

Manually Edit a membership date

Right click the membership code on the name screen to Edit the

membership date

You may EVEN “Gift” a membership …

Allows you to add an on-the-fly member code

(and set a expiration date) on any student record

Note: this does NOT “connect” the student to a

Membership Course

Family memberships

On the member course, establish a fee that includes the word “Family”

The word Family can be anywhere in the fee

name..

Family membershipsMake sure all family

members are grouped, then register any family

member in the membership course using the family fee

Confirm that the membershipwill apply to all family members

Family memberships

Renewing Memberships

If a member renews their membership, the expiration date of their membership is updated to the new expiration date

For “Rolling” membership.. Early

renewal extends current Expiration

date

MembershipRetention Wizard

Reporting on Memberships?

Use the Wizard!

Report WizardSelect your report

type

And criteria

The screen includes include & exclude options

Questions?

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