Groups & Memberships allow you to organize your supporters into meaningful groups of people.

  • Create groups for quick filtering and messaging.

  • Assign supporters to multiple groups and automate their start date and their end date.

  • Create memberships to manage people who belong to different membership levels.

  • Assign members to a membership level through an item purchase, contribution, opt-in form or manually through the admin interface.

  • Create groups as memberships that have optional expiry dates, renewals and automated payments.

  • Create private content (pages, items, categories, events, etc) only available to specific groups of donors or membership levels.

  • Create automatic discounts for those who belong to specific groups or membership levels.

  • Configure automated group or membership-specific email notifications.

What are Groups & Memberships

A Group or Membership is just a collection of Supporters.  You can configure what each Group's name is, how long people can be assigned to the group and what being assigned to that group means (special access, special discounts, special welcome page, etc).

Working with Groups/Memberships

You can create a grouping of supporters that you manage manually.  For example, perhaps you want to group a handful of high-volume givers into a "High Volume" group so you can easily report on all your "High Volume" supporters.

Memberships are simply Groups with additional parameters for tracking memberships.

Renaming the "Membership" Feature

Why would I do this? Your groups might be geared towards something specific, like classes for your members to join. Renaming this feature allows the product to be more customized to your situation. So instead of "Groups", the feature would be called "Classes" and instead of "Members" your participants could be called "Students".

  1. In your dashboard to your left, click on Settings > Support Only > Advanced Settings

  2. Under the Synonyms header, you will see four options related to groups: Group, Groups (Plural), Group Member, Group Members (Plural)

  3. You can use these options to rename the "Groups" feature to whatever suits your purposes. For instance, groups could be called "Memberships" or "Classes".

Creating a Group/Membership

  1. On the left side of your dashboard, Click on Features > Memberships
    (Note: if you've changed the name of the groups feature, "Memberships" will actually be replaced with your synonym).

For a step-by-step walkthrough on setting up a membership and the membership settings, click here.

Manually Adding a Supporter to a Group/Membership

  1. On the left side of your dashboard click on Supporters > All Supporters

  2. Click the magnifying glass next to the supporter you want to add to the group.

  3. Near the bottom of the Supporter's profile, find the Memberships panel and click the + Add Membership button. (Note: if you've changed the name of the groups feature, "Memberships" will actually be replaced with your synonym).

  4. Select the Group you created and click Update

Setting Up Paid Memberships

In order for someone to pay to become a member in a Membership, they must purchase an item that is linked to a Membership. If you haven't already, create a product that represents the membership level (above). This is different than the membership level itself. This is the public-facing form that your supporters must 'add to cart' in order to purchase this membership.

For a walkthrough on how to automate memberships through product purchase, click here.

Manual Membership Renewals

Members can manually renew their membership by logging in and clicking the "Renew" link under their membership profile.  When setting up the membership, be sure you link to the correct "Renew" URL (the link where your members must manually renew their membership).

The instructions to your members would be:

  1. Login to your profile

  2. Click on "My Profile"

  3. Under "My Memberships", you can see your current membership level as well as when it expires.  To manually renew your membership, click the "Renew" button.

Automatic Membership Renewals

Automatic/recurring membership renewals are currently not supported.

Automated Notifications

Member Notifications

Givecloud can automatically communicate with your members as their membership nears its expiry.

  1. Under your dashboard to the left, Click Communicate > All Automated Emails

  2. Scroll down till you reach a section called Custom Emails. Click on New Email.

  3. Under Trigger, select Membership Expired.  You can also specify the number of days before or after the expiration date.

  4. Compose your message.  Be sure that To: [[bill_email]].

  5. Scroll up then click Save.

Staff Notifications

You can also use automated notifications to alert your staff when memberships are expiring.  When following the steps above, simply replace the To: field with any email address.

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