A membership program defines which membership options you provide to your supporters. Each membership program includes membership levels, which are one or more membership tiers such as Gold, Silver, and Bronze.
You can create an unlimited number of membership programs, and an unlimited number of levels in each membership program.
To understand how membership programs work and how they benefit your organization, view About Memberships.
In this article:
Before You Begin
To add membership management to your subscription, email [email protected].
As a best practice, we recommend that you plan the structure of your membership program before you set it up in Bloomerang CRM.
Create Membership Programs
Create one or more membership programs.
Your organization might need only one program. Or, you might want separate programs, such as one named Individual and another named Corporate.
To create a new membership program:
Click Settings.
Click Custom Data.
On the Memberships tile, click Select.
Click New Program.
Enter a Membership Program Name.
Click Save.
To change the program membership name, click the Edit pencil icon.
To create another membership program, click New Program.
In each program, click Create Your First Membership Level. For detailed instructions about how to create levels, see the next section on this page.
Create Membership Levels
After you create at least one membership program, create one or more membership levels in that program. When donors join your membership program online, they select which level to join.
Each level must have a monetary amount ($0.00 or more), which is the yearly membership fee. Donors cannot enter a custom amount when they join online.
If members can deduct part of the amount on their taxes, enter a non-deductible amount for the remaining amount.
To create membership levels in membership program:
Click Settings.
Click Custom Data.
On the Memberships tile, click Select.
Click the membership program.
Click Create Your First Membership Level.
Enter a Name for the membership level.
Enter an Amount or keep the default value of $0.00. You can change the amount later if the level has no transactions.
Enter the Non-Deductible amount, which must be less than the Amount. You can change the non-deductible later if the level has no transactions.
Enter a Description of this membership level. For example, you might describe the benefits members receive. Tip: You can use the description as a merge field in communications.
Click Save.
To add another membership level, click New Membership Level.
Note: If you have the Bloomerang CRM to QuickBooks Online integration enabled, the Go To Mappings button appears on the Memberships page after you add a new membership level. To sync membership payments in this membership level to QuickBooks Online, click Go To Mappings and configure mapping rules.
Edit, Deactivate, Activate, or Delete Membership Levels
After you create a membership level, you can change it:
Edit a level — Edit the name and description of each level. If you change a membership level name after you set up an online membership form, the form updates automatically. You can change the amount and deductible only if the membership level has no transactions.
Deactivate or activate a level — Deactivate or activate a membership level. After you deactivate a level, it no longer appears on your membership form. The membership group remains in Bloomerang CRM and constituents remain in the group. You can continue to view analytics for deactivated groups and include these groups in filters for reports, emails, and letters.
Delete a level — You can permanently delete membership levels only if the level has no transactions.
Warning: Bloomerang CRM cannot restore deleted membership levels.
To edit, deactivate, activate, or delete membership levels:
Click Settings.
Click Custom Data.
On the Memberships tile, click Select.
Click the down arrow next to the membership program.
To edit a membership level:
Click the Edit pencil icon.
Make your changes and click Save.
To deactivate a membership level, click the Deactivate icon.
To activate a membership level, click the Activate icon next to that level.
To permanently delete a membership level, click the Delete icon next to that level. To confirm, click Delete again.
If you deactivate or delete all active levels in a program, and your online membership form links to that program, the form automatically deactivates. If your supporters open the form, they see a message that the form is no longer in use. To activate the form again, do one of the following:
In the settings for that program, add or activate at least one level. Next, reactivate the form.
In the form settings, select a different program
Delete Membership Programs
Before you can delete a membership program, you must first delete all membership levels in that program.
To permanently delete a membership program:
Click Settings.
Click Custom Data.
On the Memberships tile, click Select.
If the membership program has levels, next to each membership level, click the Delete icon.
Next to the membership program name, click the Delete icon.
Next Steps: Create a Membership Form
After you create a membership program and at least one membership level, create an online membership form. Your supporters use this form to join your membership program.