SlideShare a Scribd company logo
Memberships ,[object Object],[object Object],Kerry Gayle and Nicole Newton Presented at Tendenci User Conference 2007 www.tendenci.com/uc2007
Lets brush up on a little Intro To Tendenci Training
What is the memberships module? ,[object Object]
What is the users module? ,[object Object],[object Object]
What’s the difference between Users and Members?
Site Users vs Members ,[object Object],[object Object],[object Object]
How can I become a site user? ,[object Object],[object Object],Understanding User Levels -  http://www.tendenci.com/en/cms/?243
How can I become a Member? ,[object Object],[object Object]
How does Tendenci tell the difference? ,[object Object],[object Object]
What can I do with the memberships module?
1. Set pricing for different Membership Types  (regular, student, family, etc.) How to add membership types:  http://www.tendenci.com/en/cms/?1838
2. Design your custom Membership application Building a membership application  http:// www.tendenci.com/en/cms /?2032
3. Create business directory listings from your membership application Add Directory listings from your membership application http://www.tendenci.com/en/cms/?2090
4. Set areas of your site for member only viewing How to set a page for member only access  http://www.tendenci.com/en/cms/?172
5. Track online and offline payment of Membership dues
6. Allow special pricing options for members
7. Create and send reminder notices for expiring Memberships How to send reminder notices  http://www.tendenci.com/en/cms/?2290
8. Simple renewal of Membership status How to renew a membership  http://www.tendenci.com/en/cms/?1874
How can I get started using Membership?
How to get started using Membership? ,[object Object],[object Object],[object Object],[object Object]
Step 1. Membership Types ,[object Object],[object Object],How to add Membership Types:  http://www.tendenci.com/en/cms/?1838
More on Membership Types ,[object Object],How to add Admin Only Membership Types:  http://www.tendenci.com/en/cms/?808 How to add Renewal Only Membership Types:   http://www.tendenci.com/en/cms/?1777
Step 2. Designing Your Membership Application ,[object Object],How to build a custom Membership Application:  http://www.tendenci.com/en/cms/?2032
You’ll be able to customize: ,[object Object],[object Object],[object Object],[object Object],[object Object]
Setting your expiration dates
The memberships have been set up, lets get the site ready for new members!
Step 1. Link to your new membership application from your navigation If the membership application is a self registration form then link to “ /en/memberships/applications/add.asp ” If the membership application is not a self registration form then link to “ /en/memberships/add_pre.asp ”
Step 2. Change your site login page ,[object Object],[object Object]
Step 3. Add your members ,[object Object],How to add a member as an Admin  http://www.tendenci.com/en/cms/?4703 How to bulk import members into Tendenci  http://www.tendenci.com/en/cms/?2041
Step 4. Run Membership Reports ,[object Object],[object Object]
How will membership renewals work?
Renewal Notices are automatically sent out to members ,[object Object],[object Object],[object Object],[object Object],How to set up Membership Renewal Reminders:  http://www.tendenci.com/en/cms/?1767 http://www.tendenci.com/en/cms/?2290
Tendenci gives you multiple ways to renew a member Renewing as an Admin  http://www.tendenci.com/en/cms/?4568 Renewing Multiple Memberships http://www.tendenci.com/en/cms/?4576 Members Renew themselves!  http://www.tendenci.com/en/cms/?1874
What questions do you have?
Let’s recap what we have learned ,[object Object],[object Object],[object Object],[object Object]
Help Files Online ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
That’s a  wrap!
Thank you! Kerry Gayle and Nicole Newton Presented at the  Tendenci User Conference 2007 Find all presentations at:  www.tendenci.com/uc2007   Schipul - The Web Marketing Company   11757 Katy Freeway,  Suite 930 Houston, TX  77079  USA www.schipul.com

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Managing your members using Tendenci

  • 1.
  • 2. Lets brush up on a little Intro To Tendenci Training
  • 3.
  • 4.
  • 5. What’s the difference between Users and Members?
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. What can I do with the memberships module?
  • 11. 1. Set pricing for different Membership Types (regular, student, family, etc.) How to add membership types: http://www.tendenci.com/en/cms/?1838
  • 12. 2. Design your custom Membership application Building a membership application http:// www.tendenci.com/en/cms /?2032
  • 13. 3. Create business directory listings from your membership application Add Directory listings from your membership application http://www.tendenci.com/en/cms/?2090
  • 14. 4. Set areas of your site for member only viewing How to set a page for member only access http://www.tendenci.com/en/cms/?172
  • 15. 5. Track online and offline payment of Membership dues
  • 16. 6. Allow special pricing options for members
  • 17. 7. Create and send reminder notices for expiring Memberships How to send reminder notices http://www.tendenci.com/en/cms/?2290
  • 18. 8. Simple renewal of Membership status How to renew a membership http://www.tendenci.com/en/cms/?1874
  • 19. How can I get started using Membership?
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 26. The memberships have been set up, lets get the site ready for new members!
  • 27. Step 1. Link to your new membership application from your navigation If the membership application is a self registration form then link to “ /en/memberships/applications/add.asp ” If the membership application is not a self registration form then link to “ /en/memberships/add_pre.asp ”
  • 28.
  • 29.
  • 30.
  • 31. How will membership renewals work?
  • 32.
  • 33. Tendenci gives you multiple ways to renew a member Renewing as an Admin http://www.tendenci.com/en/cms/?4568 Renewing Multiple Memberships http://www.tendenci.com/en/cms/?4576 Members Renew themselves! http://www.tendenci.com/en/cms/?1874
  • 34. What questions do you have?
  • 35.
  • 36.
  • 37. That’s a wrap!
  • 38. Thank you! Kerry Gayle and Nicole Newton Presented at the Tendenci User Conference 2007 Find all presentations at: www.tendenci.com/uc2007 Schipul - The Web Marketing Company 11757 Katy Freeway, Suite 930 Houston, TX 77079 USA www.schipul.com