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Introduction

Membership products are add-on items that members of your organization can purchase when they join or renew their membership. They can be physical or digital items that your organization offers to applicants at a predetermined price or at an amount they choose. Sell merchandise like t-shirts or mugs, digital downloads, and services, or start accepting donations. Learn more about setting up membership products for different membership types.

Admin Configurations

How to build your product catalog

The first thing you need to do to start using this feature is to create your Product Catalog, which is the list of items that can later be included in different membership types and made available for purchase. These products can be anything from physical goods to digital services.

To create your product catalog, go to the Settings menu and select Product Catalog under Membership Settings. Then click “Create New Product” and select the type of product you want to add. There are two options: physical product, which allows you to define the item and set the price, and “pay what you want” items, which allow the member to decide how much they want to contribute.

Next, enter a name for the product and a short description. You can also upload an image for this item (image must be no larger than 10 MB) and enter the price in all available currencies. In addition, you can add taxes and enter the quantity of the item.

If the item you are creating has different variations like size, material, color, style, etc., you can create different variations of the same item by checking the “This product has variations” box.

The action button next to each product item in the catalog allows you to edit, mark as sold out, hide/display, archive, or delete that item. Note that you cannot delete a product item once a unit of the product has been sold.

The In Use column shows the membership types in which this product is available and the number of units sold in each type.

 

Adding products to membership types

Once you have created your product catalog, you can begin to associate products with membership types. To add a product to a membership type, navigate to the Advanced Pricing section (the third step in configuring membership types) for that type. At the bottom, check the option to add membership products for applications and/or renewals. Then select the desired products.

After adding products to applications, the administrator can choose to use the same products for renewals or add different products. Be sure to save your changes when you are finished.

Managing product orders

Administrators can find all placed product orders in the Workflow Manager section of the Membership module. The left tab on this page shows the list of pending orders, and the right tab shows the list of completed orders.

You can mark a pending order as complete by clicking the “Complete Order” button on the right. The action button next to each item allows you to review your product catalog, view the payment associated with that order, and view member details.

To reopen a completed order, click the action button next to each item in the Completed Orders tab.

 

Dashboard Widget

To see an overview of recently sold products, administrators can use the Recently Sold Products widget on the dashboard of the Membership module.

This widget provides a snapshot of recent product transactions, giving stakeholders a clear view of product sales. It displays information such as the product item, units sold, sales amount, payment dates, and relevant member information, etc.

From the Actions menu, the Organizer can also perform the following actions to view payment details and product information in the product catalog.

 

Email Notifications

The platform keeps the administrator up to date on the status of product inventory and incoming orders. The platform sends a notification email to team members when new product orders are received, another email called “Low on Stock” that is triggered when the inventory of the relevant products is less than 10% of the total quantity set for the products, and a separate notification email that informs the product owner when the product is out of stock.

 

Activities Timeline

Activities and updates related to Membership Products are also recorded in the Activity Timeline section of the Member Profile. Activities recorded on the timeline include:

  • New product orders placed with the membership. (Information about products purchased is also visible.)
  • A record of when Admin users mark product orders as completed.

Member Experience

When applying for membership, members can view the range of products available under each membership type. In the “Select Products” step of their membership application, members can view detailed information about each item, select desired quantities, and seamlessly proceed with their order.

When it comes to delivery options, members can choose to have their items shipped by mail or picked up in person.

Invoices will also clearly show the breakdown of membership products purchased.