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Membership Campaign

The Membership campaign is used when selling PTA and PTSA memberships, but can be used for ASB memberships as well. Paid members are displayed in the Membership section of the Admin. Members can also receive membership discounts on Purchase campaigns.

Preview

Store

Membership Campaign Preview - Store

Registration

Membership Campaign Preview - Registration

Options

When creating the campaign, the following options are specified:

Option Required Description
Name Yes The name of the campaign
Description No A rich text description of the campaign.
Campaign Type Yes Must be set to Zero Dollar Campaign. This cannot be changed once the campaign is created.
Fund Yes The fund to associate with purchases from campaign. This cannot be changed once the campaign is created.
Membership Type Yes See Membership Types below.
Amount Yes The amount of the membership.

Membership Types

The type of the membership primarily dictates how the membership is displayed during the purchase process. There are five types of memberships:

  1. Family: memberships are created for each parent, only one family membership can be sold during registration. One family membership sale will result in multiple memberships. Family memberships should not be sold in the store.
  2. Parent: During registration, each parent will have the option to purchase a membership. Each purchase will result in a charge. When added to the store, the membership will not be linked to a registration section the purchaser will need to enter the name and email of the member.
  3. Student: During registration, each student will have the option to purchase a membership. Each purchase will result in a charge. When added to the store, the membership will not be linked to a registration section the purchaser will need to enter the name and email of the member.
  4. Parent + Student: During registration, each parent and student will have the option to purchase a membership. Each purchase will result in a charge. When added to the store, the membership will not be linked to a registration section the purchaser will need to enter the name and email of the member.
  5. Individual: These memberships are typically sold to people who are not registering. The name and email of the member will be requested during the purchase.

The type of membership is not displayed to the purchaser. The name of the campaign is used to designate the membership.

Advanced Options

The following advanced campaign options are available for External campaigns:

  • Tax Deductible
  • Sell in Online Store
  • Not for Sale in Store
  • Show in Storefront
  • Store Category

See Configuring Campaigns for detailed information on campaign options.