Paid members are displayed on the campaign’s Memberships tab. Members can also receive membership discounts on Purchase campaigns.

In the campaign builder, this type is simply called Membership: one membership, one price, for parents, students, and community members. If you’d like to offer levels at different prices, like Gold, Silver, and Bronze, see Tiered Membership.

Building One

1. In the Admin, navigate to Campaigns > Memberships.
2. Click the Build Campaign button.
3. Choose Membership.
4. Pick the organization the dues should go to, then fill in the details.

Options

When creating the campaign, the following options are specified:

Advanced Options

The following advanced campaign options are available for Membership campaigns:

• Tax Deductible
• Sell in Online Store
• Not for Sale in Store
• Show in Storefront
• Store Category
• Include a Donation with this Membership

See Configuring Campaigns for detailed information on campaign options.

Membership Types

Record who each membership is for: a Student, a Parent/Guardian, Teacher/Staff, a Grandparent, or Other. Useful when your PTA reports membership counts by category, or when you want to see at a glance how much of your membership is staff rather than parents.

To turn it on:

1. In the Admin, navigate to Campaigns > Memberships and click View next to the campaign.
2. Click the Edit button.
3. On the Options tab, check Collect membership type.
4. Check the types this campaign offers.
5. Click Update Campaign to save.

Only the types you check are offered, so a staff-only membership can offer Teacher/Staff by itself and a community membership can offer all five.

How buyers are asked depends on how many types you checked:

• Two or more types: buyers pick one when they enter the member’s name and email, both in the Online Store and on a SnackBar register.
• Exactly one type: nobody is asked anything. Every membership sold is recorded as that type automatically.

Where the type shows up:

• On the campaign’s Memberships tab, as a Member Type column.
• On each member’s page.
• In the CSV export, and you can set it in the CSV import. See Importing & Exporting Members.
• On the campaign’s overview page, as a Membership Types table counting your members by type.

Notes:

• The option is off by default, and turning it on doesn’t change anything you’ve already sold.
• Membership types only appear on campaigns that collect them. Leave the option off and you won’t see a Member Type column, an export column, or an import field anywhere on that campaign.
• Turning the option back off hides the type but doesn’t erase it. Turn it on again later and everything sold in the meantime is already filled in.
• Memberships sold during First Step already know who they’re for, because registration says whether the membership is going to a student or a parent. Families aren’t asked anything extra there.
• An Admin can set or correct the type on any membership from the member’s page, including ones sold before you turned the option on. Click View next to the member, then Edit.
• Older memberships that were never asked show the type we can work out from the registration behind them, and are otherwise left blank rather than guessed at.
• A SnackBar register running an older version of the app can’t ask for the type. Rather than refuse the sale, those memberships are recorded as Other so the line still goes through, and you can correct them afterwards from the member’s page.
• The setting carries over when you roll over to a new school year.

Adding a Donation

You can offer parents the chance to add a donation while they join, without changing your membership price or mixing the gift into membership dues.

To turn it on:

1. In the Admin, navigate to Campaigns > Memberships and click View next to the campaign.
2. Click the Edit button.
3. On the Store tab, expand Advanced Settings.
4. Check Include a donation with this membership.
5. Choose which Donation Drive to offer alongside the membership.
6. Click Update Campaign to save.

Parents see an opt-in row (for example, “Add a donation to my membership”) when buying the membership. Saying yes shows the Donation Drive’s suggested amounts, an “Other” box for a custom amount, the drive’s attribution question, a spot for a donor wall name, and monthly installments if the drive offers them.

Notes:

• This is only available on plain Membership campaigns. Tiered Membership campaigns aren’t eligible.
• You need at least one Donation Drive campaign before this option can be used.
• Saying yes adds the membership and the donation as two separate items in the same cart, so the donation keeps its own fund, receipt, tax-deductible status, installment schedule, and reporting.
• If both campaigns have a form attached, the membership’s form is collected first and the donation’s form second.
• The setting carries over when you roll over to a new school year, re-linked to that year’s copy of the Donation Drive rather than a closed one from the prior year.

Leaderboards

Turn a membership drive into a friendly classroom-versus-classroom competition. Ranks who’s selling the most memberships by teacher and by grade, right on the campaign.

To turn it on:

1. In the Admin, navigate to Campaigns > Memberships and click View next to the campaign.
2. Click the Edit button.
3. On the Options tab, check Show leaderboards.
4. Click Update Campaign to save.

A Leaderboard tab appears on the campaign with two tables: By Teacher (ranked, most memberships first) and By Grade (in your school’s own grade order, like K, 1, 2, since a ranked grade list is hard to scan).

You don’t need to set anything else up. Each way a family buys handles it on its own:

• First Step already knows each student’s teacher and grade from their registration, so families aren’t asked anything extra.
• The Online Store has no registration to check against, so turning leaderboards on automatically asks store buyers for the Student Name, Teacher, and Grade at checkout. The Student Name isn’t ranked on anything, it’s there so a store sale can be traced back to a child the same way a First Step sale can.
• While leaderboards are on, the campaign’s Forms tab shows a read-only summary of what’s being collected and points back to the Options tab to make changes.

Each member’s page also shows the Student Name, Teacher, and Grade behind that membership, with the student’s name linking through to their record. A membership covering more than one child lists them all.

Notes:

• If your school doesn’t keep a list of teachers, you won’t be asked for one at checkout, and there’s no teacher board, just the grade board.
• One membership can cover a family with children in two different classrooms. Rather than splitting it into fractions nobody can read off a poster, the membership counts as a full unit for every student it covers, so both classrooms move. This means the totals on the page can add up to more than the number of memberships sold, and the Leaderboard page includes a note about this above the tables.
• Memberships that couldn’t be matched to a teacher or a grade (for example, an older sale made before leaderboards were turned on) are counted and called out separately, so nothing goes missing quietly.
• Both boards also show up on the campaign’s Observer Dashboard (the shareable, read-only link), so you can put it up on a screen without sharing admin access.
• There’s no student-level leaderboard by design, the goal is classroom spirit, not ranking individual kids publicly.

Looking for account-wide sales by grade and teacher across many campaigns instead? See the Leaderboard Report.