Allowing Membership Updates
The Membership Updates tool allows your subscribed members to modify their own membership information. This is a helpful way to let your members take some of the administrative work off your hands. You decide which member types your members can modify, and they can also make changes to their contact information or add another contact to their membership. This article will walk you through the process of allowing Membership Updates.
A couple important points to know about Membership Updates:
1) You can only allow Membership Updates on one season at any given time, even if you have multiple seasons running concurrently.
2) If you allow a member type for updating, that means that it can not only be added to a membership but it can also be deleted. This is important to note because if a member removes a share type, the system will adjust their invoice accordingly most likely resulting in the member showing a credit.
In order to make this tool available to your members, you'll need to enable Membership Updates and add a way for your members to access the Membership Updates page to your site. To do this, log in to the Control Panel, and navigate to:
Member Assembler > Members > Membership Updates
The Membership Updates page will look like this:
Figure 1. Membership Updates Page
The Membership Updates page is separated into two tabs. The first tab is entitled "Update Types". Here you can choose the member types that your customers have permission to update. You will have to be mindful of what to allow them to change and should remove what types are editable when appropriate since changing a membership type will directly effect your member's invoice and account balance. You don't want someone 9 weeks into your CSA to be able to change their 16-week share to an 8-week share, or removing a Summer Share at the end of the season (and receiving a credit on their account for what they paid) and then choosing a Fall Share in it's place. This will create discrepancies in your accounting and make things confusing for your members who want to add the next session's member type.
The "Page Settings" tab is where you configure the title and
description of the Update Membership page. This is also where you
select the season that your customers can update as well as "turn
on" the Update Membership page. To allow members to update their
memberships, click the box next to "Enable membership updates."
Don't forget to click
Submit when you are
Remember: As you move through the seasons, you'll have to return to the Page settings tab of the Update Memberships page to change the Season so that members are updating their information in the current Season and not of Seasons past. You can also change these settings by navigating to Member Assembler > Configure > Seasons and clicking on the "Other Settings" tab.
Members can update their membership information two ways. First they can access it on the Update Membership page which is simply your website url with "members/updatemembership" at the end (for example: http://www.farmnamehere.com/members/updatemembership). Second, they can update by logging into the Member/User Login. They can access this by navigating to the login page, which is simply your website url with "/login" at the end (for example: http://www.farmnamehere.com/login) or you can add the Member/Login widget to your page by navigating to Display > Widgets > Add Prebuilt. They can also find links to the Member/User Login and Membership Updates page in the Membership Actions Widget. Keep reading for more information about adding these menu items and widgets to your site.
If you also have a Small Farm Central website along with your
Member Assembler subscription, you may see a header on the
Membership Updates page that informs you that there is no menu item
on your site's navigation bar to direct members to the Update
Membership page. Click on the link and a menu item will be created
for you. If you would like to move or modify the new menu item,
click the next link that shows up to get to the Menu Manager. You
can also add a prebuilt widget to your website which will add a
link to the Update Membership page directly on your website. To add
a prebuilt widget, follow the instructions below.
(For more information on managing menus, read the "Managing Menus & Assigning Weight" article in the Website Tools section of the Knowledge Base.)
For Member Assembler only accounts, you must add a widget to your website which will include a link to the Update Membership Page. We have already created two widgets with this option for you. To enable them, navigate to:
Display > Widgets > Add Prebuilt
Scroll down the page to find the Member Assembler Links widget
or the Member/User Login widget and click the
Add this widget
to template button. (For more information about widgets,
read the "Using Widgets" article in the Website
Tools section of the Knowledge Base.
Once you have allowed your members to update their memberships and set up a menu item or widget on your website, they will be able to visit the Update Membership page. See below:
Figure 2. Update Membership Page on a Small Farm Central Website.
When your members navigate to the page, they must first submit their email address to confirm their identity (unless they are already logged into the member portal). An email will be sent to them, with a link to a unique page with their membership info where they can make the changes you have allowed. You will also receive an email any time one of your members has updated their membership information.
Remember: As you move through the seasons, you'll have to return to the Page settings tab of the Update Memberships page to change the Season so that members are updating their information in the current Season and not of Seasons past.
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