Setup & Process Membership Applications

Transcription

1 Setup & Process Membership Applications Brenda Lundeen MicroNet, Inc. ChamberMaster and MemberZone are services of MicroNet, Inc. micronetonline.com chambermaster.com memberzone.com

2 Our session includes... Turn on the application Define membership packages and package add-ons Determine options and custom fields Modify welcome and thank you text Process applications when paid by credit card or requesting to be billed Approve, decline, or delete an applicant 1 hour

3 Please remember to... Please ask questions throughout! Click Raise Hand to ask over the voice line Ask on the Questions area Q&A at the end See Membership Application in Help/Info menu

4 Setup the Application

5 Turn on Application Requirements Search Engine Optimized (SEO) module integration Membership Application module links on website Any edition of software Enable form Setup->Define Membership Package->Enable New Member Application. Save. If Warning displays, contact

6 Basic form available immediately Without any configuration, a basic membership application is ready and available INCLUDES Basic member fields Basic primary contact info Print Application and Submit Application button

7 Bill Me or Charge me choices Accept Bill Me Payments and Accept Credit Card Payments must be selected. For Bill me or Charge my credit card choices to appear, at least one Membership Package must be defined.

8 To Receive Credit Card payment when the application is submitted Plus or greater is required or Basic edition with previous credit card integration Standard and Starter do not support credit card processing

9 Setup Form Go to Setup -> Define Membership Packages Add your own introduction text to appear above online application form. Enable Auto reply and customize text of reply.

10 Define Packages

11 Website Results

12 Include Package add-ons

13 Website Results

14 Package Add-on ideas Add tier levels or packages Display a fee schedule Sell optional items, like sponsorships and enhanced listings Do you want to know if they are interested in being a board member? Being a committee member?

15 Customize the entry All fields* may be set as optional, hidden or mandatory *Member Name is always mandatory

16 Custom fields Your own custom fields may be included Fields from your Members-> General tab-> Custom Fields may be selected Drop-down fields!!

17 Welcome & Thank you Text Welcome text appears at top of the application form Thank you text appears after submission of application and also in automatic thank you Note you can add simple HTML codes in this text area.

18 Thank you Customize portions of thank you

19 Add to your website

20 Add to website Ask your webmaster to add this link to your site (as a button or menu item).

21 Process applications

22 Incoming Apps Mbr Signups show in Task list All completed applications create a new record with status of Prospective Note their Billing Status

23 Approval Options Save time by approving & billing Request to be Billed Paid by Credit Card

24 Questions to answer If member is being billed, when do you approve a member? Before invoicing? After invoicing? After receiving payment? If member pays by credit card, when do you approve their membership? Upon submission of application Upon successful credit card transaction

25 Integrated Billing steps 10/14/

26 Member Requested to be billed- Integrated Billing Create Invoice Step 1 Click Mbr Signups in the Task List Select Create Invoice Only on drop-down list Create invoice using desired fee items. Note: The Billing Status on Mbr Signups will indicate Invoice has been created after selecting the Invoice choice on the drop-down menu.

27 Member Requested to be billed Integrated Billing When payment comes in Step 2 Receive payment Billing->Payments tab Click Mbr Signups in Task List Select Approve from the drop-down list Member will be changed to Active Status

28 Credit Card payment w/ App Integrated Billing Note Billing Status field on Mbr Signups Check credit card transaction report Billing->Reports tab->credit Card Listing report Once successful, use drop-down list in Mbr Signups to create receipt and approve Or Manually create an invoice/payment and then select Approve from the Mbr Signups

29 QuickBooks Billing (w/ CQI) Steps 10/14/

30 Member Requested to be billed QB Billing QuickBooks billing Create Invoice Step 1 Create QB Customer Click QB Updates in Task List Add to QuickBooks Create invoice QB: Create single invoice in QB or CM: One-time assignment/invoice in ChamberMaster

31 Member Requested to be billed - QB Billing QuickBooks billing When payment comes in Step 2 Approve Member Click Mbr Signups on Task List Select Approve on drop-down list Member is changed to Active status Change QB Status from Inactive (prospect) to Active in QB or thru CM Account tab, View Synchronization Options Receive the payment in QB in usual manner

32 Credit Card payment w/ App QB Billing Note Billing Status field on Mbr Signups Check credit card transaction report Reports>Billing->Credit Card Transactions report Create QB Customer (see previous slide) Create receipt or an invoice/payment in QuickBooks and then select Approve from the Mbr Signups

33 With either Integrated Billing or Quickbooks After receiving first payment and creating transactions Make sure to assign regular, recurring member fees and dues on Members->Account tab Set Frequency to correct billing cycle

34 Decline App Decline will place member in Application History Tab Recent Application History may be exported to a.csv file

35 Questions or Assistance? Click Request Support