membership management with sm 8.0 an aceware presentation
TRANSCRIPT
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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