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Manage Membership Part IIb: Add Membership Online

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Manage Membership Part IIb: Add Membership Online

  1. This tutorial covers how users purchase a membership online via your website (rather than adding a membership directly inside CRM to a contact record) for both Organizations and Individuals.
  2. Online users can can purchase a membership directly for themselves or gift a membership to another person. Additionally, they can purchase/set-up recurring (auto-renewing) or non-recurring memberships online. Your memberships can allow direct purchase (no staff approval necessary) or they can be set to be provisional, pending staff approval (see the Manage Membership: Configure Membership Levels tutorial for more information).
  3. To allow online membership purchase, you must first configure your membership levels within CRM. Then you must integrate your website with CRM using either Pages or our WordPress Plugin. After these steps are completed, your online users will be able to purchase a membership online.
  4. Keep in mind, that this tutorial covers only the steps for purchasing a NEW membership (that is, on becoming a new member). For the steps on renewing a membership online, see our tutorial on renewing online (coming soon). It's important that you educate your constituents to not purchase a new membership when they mean to renew as doing so will create duplicate membership that will cause problems in your system.
  5. Users can complete the purchase of a membership for themselves or as a gift either as a logged in user or as a guest (non-logged in check out). If the user wishes to complete check out as a logged in user, they can log-in to their public profile first and then go to the membership index page (1st screen shot below, taken from Pages - the exact location of the log-in button on your site will vary according to your settings/configurations) or they can log-in when prompted to after selecting the membership (2nd screen shot below). Creating a public profile and logging in to purchase the membership offers the advantages of having billing address and credit card information pre-populate based on the information saved on file and that the user can cancel online purchases online (rather than contacting you/your staff). For those clients using our WordPress Plug-Ins, there is the option to turn off guest check out and require users to log-in while checking out (Pages does not have this option).

  6. PLUG-INS (Log-In Before Selecting Membership Level) (location of log-in button will vary)

    Screenshot__131_.png

    OR

    PLUG-INS (Log-In When Prompted After Selecting Membership Level)

    Screenshot__130_.png

    PAGES (Log-In Before Selecting Membership Level)

    Screenshot__7_.png

    OR

    PAGES (Log-In When Prompted After Selecting Membership Level)

    Screenshot__129_.png

  7. Please Note: If you want more information in how to turn on/off guest check-out in plug ins, refer to this tutorial, or in Pages, refer to this tutorial
  8. To purchase a membership (either for themselves or as a gift), the user should navigate to the purchase membership index page on your website. In this tutorial, we have presented images of our two demo sites, one using our WordPress plug-in (the top image) and one using Pages (the second image); your site may differ slightly in appearance due to your configurations/settings. However, the check out flow/process will be the same in all cases.

    PLUG-INS

    MM_PIIb_IND_PLins.png

    PAGES

    Screenshot__9_.png

  9. When the user first lands on the Membership Index page, a pop up notification will appear, prompting the user to Renew or Upgrade/Downgrade ("Change") their membership if they are an existing member rather than purchase a new membership. Once the user closes the pop up, they can proceed with purchasing new or renewing an existing membership (screen shot is from Pages but the pop up appears on both Plug-Ins and Pages).

    Screenshot__128_.png

  10. The user can click the Show Benefits button on any membership level to see a list of the benefits that come with that membership level. In the WP Plug-In, this button is visible by default; in Pages (the 3rd image below), the user may need to hover over the membership level to bring up the button, depending on the template you are using.

    PLUG-IN

    Screenshot_2019-08-02_11.18.27.png

    Screenshot_2019-08-02_11.18.50_-_Copy.png

    PAGES

    Screenshot__10_.png

    Screenshot__11_.png

  11. The user can click the Hide Benefits button in WP Plug-Ins to hide the benefits. In Pages, the user only needs to click anywhere on the screen to close the pop up.

    Screenshot_2019-08-02_11.18.50.png

  12. In Plug-Ins, the user also has the option to click the More button to be taken to a drill-down page detailing that Membership Level (benefits, price options, etc.). As with the Show Benefits button, in the WP Plug-In, the More button is visible by default. User can click the Back to List link/Back button to return to the Membership Levels index page (user can purchase the membership from this drill down page or from the membership level index page).

    PLUG-IN

    Screenshot_2019-08-02_11.18.50_-_Copy__2_.png

    Screenshot_2019-08-02_11.19.03.png

  13. To select a membership to purchase (either for themselves or as a gift for someone else), the user should select the pricing level (if the membership level offers more than one pricing option) and then click the Join button on that level to purchase the membership for themselves or Gift to purchase the membership as a gift for someone else.

    PLUG-IN

    MM_PIIb_IND_PLins1.png

    mceclip0.png

    PAGES

    Screenshot__12__-_Copy.png

    Screenshot__12_.png

  14. Next, if the user has not already logged in (and public profiles are turned on), a box will pop up if they want to log in or create a profile if they don't already have one or check out as a guest. If this is a direct checkout page (Plug-Ins) or public profiles are turned off, then this step will be skipped (user will be presented with the membership form, instead. Skip down to step #14 in this tutorial).

    PLUG-INS

    Screenshot__55_.png

    PAGES

    Screenshot__14_.png

    • If the user doesn't have an account/public profile and would like to create one, they can click the Sign Up Now button, and they will presented with another pop up box that will allow them to create a public profile and log-in (the create public profile pop up for WP Plug-In is the first image, Pages is the second). After filling out the required fields, click the Sign Up/Register button at the bottom of the pop up box to be returned to the membership purchase in progress. 

      PLUG-IN

      mceclip2.png

      PAGES

      Screenshot__15_.png

    • Please Note: If the user has a record in CRM and continues as a guest but puts in a First Name, Last Name, and/or Email Address (if you are using email address in your duplicate prevention settings) that differs from what is in their contact record in your CRM account, it will create a duplicate record in your system that will need to be merged by your staff.
  15. After choosing to register, log-in, or continue as a guest (if not already logged in prior to clicking Join or Gift), if the user opts to check out as a guest, the user will then be presented with the choice to check out as an individual or an organization and asked to provide the registrant/payer contact information. If the user has logged in, they will skip this step. Please Note: organizations cannot create public profiles/log-ins so if the user logs-in first, the system assumes the user is an individual and the "checking out as an individual or as an organization" pop up box does not appear.

    PLUG-INS

    Screenshot__56_.png

    PAGES

    Screenshot__59_.png

    • Please Note: the WP Plug-In has is a setting to turn off the option to check out as an organization. If you have turned off organizational check out, then your online users will not be presented with the individual vs organization question in the pop up box).
  16. Next, the user will be presented with the Membership Form for the membership being purchased if you have configured one within your system (see this tutorial on configuring the membership form). If this is membership is a gift, then the user should complete the membership form with the giftee's information (the information of the person who will be the actual member).

    PLUG-IN

    MM_PIIb_IND_PLins3.png

    PAGES

    Screenshot__16_.png

    Screenshot__17_.png

    Screenshot__18_.png

    Screenshot__19_.png

    Screenshot__20_.png

    Screenshot__21_.png

  17. Please Note: if the user enters a first name, last name, and/or email address onto the membership form that differs from what the information they entered in the guest log-in fields or from their record in CRM if they logged in, then the membership will be considered a gifted membership (because the member's information will differ from the purchaser's information) (applies to both Plug-Ins and Pages).

    Screenshot_2019-08-16_10.21.35.png

  18. At the top of the membership form page, the user will have the option to change the membership purchase from a purchase for theirself ("join") or as a gift.

    PLUG-IN

    Screenshot_2019-08-16_10.24.58_-_Copy.png

    PAGES

    Screenshot__22_.png

  19. If you have given the user the opt int the membership directory, this option will be presented at the top of the membership form page (Plug-Ins)/in the right hand panel (Pages).

    PLUG-IN

    Screenshot_2019-08-16_10.24.58.png

    PAGES

    Screenshot__23_.png

  20. If you have configured membership benefits, the user will have the option to select the benefits they wish to receive at the bottom of the screen (Plug-Ins)/on the right (Pages).

    PLUG-INS

    Screenshot__133_.png

    PAGES

    Screenshot__132_.png

  21. The user will have the option to set the membership as auto-renewing at the bottom of the page (Plug-Ins)/on the right (Pages).

    PLUG-INS

    Screenshot_2019-08-16_11.44.43.png

    PAGES

    Screenshot__25_.png

  22. Add the bottom of the membership form screen the user will have the option to Add to Cart (save the membership in the cart and continue shopping/add another transaction such as another membership or an event registration or a donation) (if you have turned on the shopping cart function) and/or to Checkout (be taken directly to the check out page). 

    PLUG-INS

    Screenshot_2019-08-16_10.28.04.png

    PAGES

    Screenshot__27_.png

    • Please Note: for the WP Plug-In, if you have configured your memberships to utilize the direct check out option in the Membership Plug-In, then the "add to cart button" will not be visible and, instead, the user will only have the option to "Check Out . To read more about this option, click this link. Similarly, if you have turned off the cart option in Pages, user will only have the Captcha and Checkout button.

      PLUG-INS

      MM_PIIb_IND_pages_step19.png

      PAGES

      Screenshot__29_.png

      mceclip1.png

    • Please Additionally Note: for any membership that requires staff approval (configured when configuring the membership level), the Add to Cart button/option will not be available (in both WP Plug-In and Pages); only the checkout option will be available and the checkout will only be for that one membership, EVEN IF THERE ARE OTHER THINGS IN THE CART. Memberships requiring approval cannot be combined in one checkout/one invoice with other transactions. Additionally, the membership form and payment information will be presented on the same page, rather than two separate steps.

      MM_PIIb_IND_pages_step21.png

      PLUG-INS

      Screenshot_2019-08-16_10.25.23.png

      PAGES

      mceclip2.png

  23. If the membership doesn't require approval and you are not using direct check out, the user will be taken to the check out page. In Plug-Ins, regardless if user clicks Add to Cart and Continue Shopping and then proceeds to the cart check out page or selects Checkout, they will be taken to the cart checkout page. In Pages, if user clicks Checkout, they will be taken to a pop up window for checkout; if they select Add to Cart and Continue Shopping and then click on the cart icon to process their cart, they will be taken to the cart checkout page.

    PLUG-INS

    Screenshot__64_.png

    Screenshot__65_.png

    Screenshot__66_.png

    Screenshot__67_.png

    Screenshot__68_.png

    PAGES (DIRECT CHECKOUT)

    Screenshot__50_.png

    Screenshot__52__-_Copy.png

    mceclip3.png

    PAGES (NON-DIRECT/CART CHECKOUT)

    Screenshot__69_.png

    Screenshot__70_.png

    Screenshot__71_.png

    mceclip4.png

  24. On the cart checkout page, the user can remove/delete any transactions from the cart by clicking the trashcan icon next to the item. User does not have this option on the direct checkout page in Pages.

    PLUG-INS

    MM_PIIb_IND_PLins12.png

    PAGES

    Screenshot__31_.png

    Screenshot__34_.png

  25. Next, the user will have the option to apply a Discount/Coupon Code to the cart/transaction total if they have one/if applicable.

    PLUG-INS

    MM_PIIb_IND_Plgns821111.png

    PAGES (DIRECT CHECKOUT)

    Screenshot__52_.png

    PAGES (NON-DIRECT/CART CHECKOUT)

    Screenshot__35_.png

  26. After that, user will have the option to add an optional donation to the transaction, if you have configured/turned on this option inside CRM (see this tutorial tutorial for more information). Please Note: the WP Plug-Ins also have an additional setting for turning on/off optional donation on check-out as well. Please Also Note: there is no option to add an optional donation on checkout via direct checkout in Pages.

    PLUG-INS

    Screenshot_2019-08-16_11.25.30.png

    PAGES (NON-DIRECT/CART CHECKOUT)

    Screenshot__36_.png

  27. At the bottom of the check out page (plug-ins)/on the right (pages) is the billing information section. If this is a free membership, the payment information fields will not be present.

    PLUG-INS

    MM_PIIb_IND_PLins6.png

    PAGES (DIRECT CHECKOUT)

    Screenshot__54_.png

    PAGES (NON-DIRECT/CART CHECKOUT)

    mceclip5.png

  28. If you have enabled Pay Later within your system, the Pay Later check box will be present and user can select this to pay via check or cash at a later date. Otherwise, credit cart/payment information will be required to complete the transaction. PLEASE NOTE: The user can opt to Pay Later ONLY if they have not chosen to set their membership to automatically renew and/or they have no selected a membership requiring approval. 

    PLUG-INS

    MM_PIIb_IND_Plgns8212223fffff.png

    PAGES (DIRECT CHECKOUT)

    Screenshot__53__-_Copy_-_Copy.png

    PAGES (NON-DIRECT/CART CHECK OUT)

    Screenshot__40_.png

  29. If the user chooses to pay now (does not choose the Pay Later option), they will be required to fill in the credit card information. If user is using a browser that has the digital wallet feature (Chrome, Edge, or Safari) and has enabled Digital Wallet, the Digital Wallet (Apple Pay, Google Wallet, Microsoft Wallet/Pay) will show as a payment option as well as direct credit card entry.
    Please Note: To present Apple Pay as a payment option, first you have to enable it. To know how to enable Apply Pay as payment option, please read the tutorial How to enable Apple Pay as Payment option.

    PLUG-INS

    MM_PIIb_IND_pages_step26.png

    Digital_Wallet_2.png

    PAGES

     

     

     

  30. The user can check the Add This Card on file and Set as Default checkbox to save their credit card information on file to be used for future payments/transactions (so they don't have to enter it again in future). Please Note: no credit card information is saved inside CRM. We save only a randomly assigned unique identifier; all credit card numbers are stored in Stripe, which is encrypted, so your users should feel confident saving their credit card number on file.

    PLUG-INS

    MM_PIIb_IND_pages_step27.png

    PAGES (DIRECT CHECKOUT)

    mceclip6.png

    PAGES (NON-DIRECT/CART CHECKOUT)

    mceclip7.png

  31. When the user has finished filling in all of the required information, they should complete the captcha and click the Checkout button.

    PLUG-INS

    Screenshot_2019-08-16_11.26.33.png

    PAGES (DIRECT CHECKOUT)

    mceclip9.png

    PAGES (NON-DIRECT/CART CHECKOUT)

    mceclip8.png

  32. If the user entered mode of payment as Credit Card and the card issuer requires "Strong Customer Authentication" (referred to as SCA or PSD2 authentication), a box will pop up asking the user to initiate the authentication process. SCA is a new requirement for credit cards issued by European banks or for credit card transactions taking place on European websites for the card holder to authenticate an online purchase by indicating they are the ones who has initiated/authorized the transaction (see this explanation of SCA from Stripe for more information).

    SCA_1.png

    • The user will need to click the authenticate button and then completes the validation process. Once they do (and authentication is completed successfully), the transaction will finish saving automatically.
    • If the card holder fails to authenticate the transaction within the specified time frame or denies the transaction, a authentication failed message will appear on the screen. User will need to try to process payment again or make the donation using some other form of payment.

      SCA_3.png

  33. After the transaction has finished being processed, the user will see a confirmation page. In the WP Plug-In you can customize this thank you screen; in Pages you cannot.

    PLUG-INS

    MM_PIIb_IND_Plgns8.png

    PAGES

    Screenshot__43_.png

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