Your constituents can join your membership program online.
You can also manually create a new membership for a constituent in Bloomerang CRM. Constituents cannot edit or delete their memberships online, but you can do it for them.
In this article:
Before You Begin
If you haven’t already, email [email protected] to add membership management to your subscription. Membership settings appear in Bloomerang CRM after we enable this paid add-on for you.
Before you can add memberships, you must first create membership programs and levels.
Create Memberships
In the Bloomerang CRM web application, you can create memberships from a constituent’s profile.
To create a membership for a constituent:
Go to the constituent’s profile.
Click the down arrow and select New Membership.
Select a Membership Program.
Select a Membership Level. The Amount changes automatically to the yearly amount for that level.
Select a Fund.
(Optional) If a specific Campaign prompted the membership, select it.
(Optional) If a specific Appeal prompted the membership, select it.
Select a payment Method:
Saved Payment, Credit Card, or EFT — To add a membership that renews automatically each year using this payment method. Apple Pay and Google Pay appear as a Saved Payment if the constituent previously used Apple Pay or Google Pay for a recurring donation or membership on an online form. If you select Apple Pay or Google Pay, the payment is processed in Bloomerang CRM.
None — To add a membership that does not renew automatically each year. After you save this membership schedule, you can add a membership payment.
Select the Start Date. The payment is processed on the same date every year. You cannot change the start date after you save this membership schedule. Note: If you set up a membership to start on February 29, the next year's payment is on February 28.
(Optional) Select or enter the End Date. If you select an end date, you can't change it after you save this membership schedule. If you don't select an end date now, you can select one later.
Tip: You might enter an end date if a member tells you they don’t plan to renew. Later, you can add a report filter to exclude this constituent from renewal reminder communications.
In the Acknowledgements section:
Select whether to send an acknowledgement right after you save this donation. Read more about this.
To attach a previous acknowledgement interaction to this donation, click the plus sign +. You can repeat this step to attach more acknowledgement interactions. Read more about this.
Click Save. The membership appears on the timeline. The timeline date reflects the date you added the membership. To see the membership start date, click the timeline entry.
Membership payments appear on the timeline when Bloomerang CRM automatically processes the payment or when you manually create the payment.
If you enable online payment confirmation receipts for memberships, Bloomerang CRM emails a receipt to donors on the date the membership payment is processed. For more information, view Confirmation and Receipt Emails for Memberships and Enable Online Payment Confirmation Receipts.
Edit Membership Schedules (Fund, Campaign, Appeal, and Payment Method)
In the membership schedule, you can edit or enter these settings:
Fund, campaign, and appeal
Payment method
Changes you make to a membership schedule apply to future membership payments in that schedule. For information about how to edit individual payments, view Add, Edit, or Apply Membership Payments. To make these changes, donors must contact your organization.
To edit the membership for a member:
Go to the constituent’s profile.
Click Timeline.
Do one of the following:
Click the original membership schedule.
Click a membership payment and then click Membership Schedule.
Change the Fund, Campaign, Appeal, or Method.
Click Save.
For detailed information about how to update the payment method, read Update the Payment Method for a Payment Schedule.
Change the Membership Level for a Member (Upgrade or Downgrade)
To upgrade or downgrade a membership, donors must contact your organization.
To change the membership level for a member:
Go to the constituent’s profile.
Click Timeline.
If the constituent has many timeline entries, click the Transactions label to see only transactions.
Do one of the following:
Click the original membership schedule.
Click a membership payment and then click Membership Schedule.
Click the entry to open it.
Select today as the End Date.
Click Save.
Create a new membership for the constituent and select the new membership level.
End Memberships
To end a membership, donors must contact your organization.
To end a membership for a member:
Go to the constituent’s profile.
Click Timeline. If the constituent has many timeline entries, click the Transactions label to see only transactions.
Do one of the following:
Click the original membership schedule.
Click a membership payment and then click Membership Schedule.
Select an End Date that is a date before the next payment.
Click Save. The original membership schedule and prior payments remain.
After you enter an end date, you cannot change the end date.
Next Steps
After members begin to join your program, you can:
View membership information in constituent profiles
View dashboard analytics for each membership group
Send personalized emails and letters to membership groups. When you create emails and letters in Bloomerang CRM, you can insert membership merge fields. You can also add membership filters and groups to build your recipient list.