Membership / Partnership module¶
The Membership / Partnership module allows for the creation and sale of memberships. Memberships can be sold through both sales orders and subscriptions products so that businesses can organize and interact with customers as members. This allows for:
measuring membership activity, inactivity, sign ups, and churn rates
viewing membership renewals and expirations
following up on membership dues and associated payments
communicating with members, including sending email blasts based on members” current status
assigning different membership levels to members
organizing members-only events
creating membership lists populated with contact info and other details about members.
The Membership / Partnership module vs. the Membership app¶
Beginning with 19.0, the Membership app has been replaced by the Membership / Partnership module. This module captures all of the functionality of the Membership app, but in a module that is better integrated with other essential apps without requiring a specific Accounting module. This replacement does not break any existing membership information when upgrading to 19.0.
App integrations with the Membership / Partnership module¶
Once activated, the Membership / Partnership module is fully integrated with both the Sales and Subscriptions apps. The module is also compatible with the eCommerce app, allowing customers to purchase memberships through business’s websites.
Finally, the Membership / Partnership module is compatible with pricelists both before and after sales. Price rules can be set before memberships are sold and applied after they are active.
Activating the new module¶
The Memberships / Partnerships module can be activated within the CRM app. To activate the
Memberships / Partnerships module, go to . In
the CRM section, check the Membership / Partnership box to activate the
module. The name given to affiliates can also be customized. By default, it is set to Members.
Ver también