What is CiviMember?

CiviMember aims to automate membership administration as much as possible. CiviMember allows you to:

Memberships can be free or paid, and have simple or complex pricing structures. They can also be set up for auto-renew with certain payment processors. CiviContribute is required to handle membership fee payments.

All memberships show up on contact views and in the membership dashboard. They can be searched for through the Membership Search or Advanced Search and there is a built in report template.

Scenario: Driving membership forward

The Atlantic Region Public Transit Association (ARPTA) has a complex requirement with four membership categories:

When the ARPTA membership administrator, Sue, initially configured the membership types she created various separate membership types and rules to account for each. This was all easily managed by CiviMember. Initially, they carried on with manually processing membership renewals and new sign-ups while the system bedded in. 

Last year ARPTA's membership committee began a focused outreach to non-member public transit systems (Regular Member category) and non-member businesses working in the public transit industry (Affiliate Member category). They wanted their members to renew online and pay through a credit card.

To accomplish this, they created a membership sign-up/renewal page and publicised this in a series of emails, blog posts and promotions on various social media platforms. The sign-up page is available to all website visitors, whereas the renewal page is visible only to contacts who are already members, after they log in to the members-only section. This streamlines their sign-up process, eliminates a lot of paperwork and gives Sue a clear view of new sign-ups, recent renewals and expired members that need to be chased. Through CiviContribute, she can produce a monthly spreadsheet for the accounts department with all membership fees received, which they import into their accounting software. With the time she saves on paperwork she is able to engage more with members and is more involved in the annual conference.

Download this book

Get involved

CiviCRM documentation is community driven. You can help improve documentation.

Powered by Flossmanuals.