How
the Online Membership Works (For Admin)
When a donor signup for a membership
through Online Membership form, system follows the below flow:
1. An email will be sent to donor
for confirmation. This is just to confirm that the request is done by a human.
On this step, the member's status is "Inactive" and the membership's status is "Pending Email Verification".
2. As soon as the person verifies
his email address through the link provided in email, his membership status
becomes "Pending Approval"
and member status remains "Inactive".
3. When admin approves the
application with all due diligence, an email will be sent to new member with
the link to make membership payment. On this step, the member status is "Inactive" and the membership
status is "Pending Payment". (Refer to note below to setup auto-approval and bypass this step)
4. Once the payment is made, system
will change the status of this member from "Inactive' to "Active" and membership's status
from "Pending Payment" to "Enrolled".
5. Member will receive the Payment
receipt on their provided email and Member Portal credentials will also be
sent.
Note:- In-order to bypass admin’s
approval process for online Membership signup, turn off the option “Allow
Approval for Online Membership” in Settings > Membership > Membership
Types > Click on right most icon to Edit Membership Type.
This way the membership request will
not be forwarded to admin for approval and membership's status changes to
“Pending Payment” after email
verification.
- If any administrative
personnel has to be notified when new membership signup request is sent,
then provide an email address for “Membership Admin Email” in membership
settings.