Innovative Ideas Series
How to setup yearly rolling memberships starting on the 1st of the month?
In CiviCRM there are 2 ways of setting up the period for membership:
Free event, multiple sessions with limited seats and multiple participant registration?
When you use a price set in an event configuration, CiviCRM requires that you select at least one payment processor and/or the "Pay later" option, even if the price set offers options with a $0 fee. If a credit card payment processor is selected and multiple participant registration is enabled, CiviCRM always asks for the credit card details to be entered by the registrant.
Stop Managing Contacts with Multiple Memberships Manually
CiviCRM was not specifically programed to handle multiple memberships for the same contact. For example, if a contact with multiple memberships renews online, CiviCRM will renew the original (oldest) membership record and will disregard any other memberships. As a result, organizations that allow multiple memberships have pushed the responsibility of membership renewal to their staff/volunteers, and this responsibility can become a very costly part of the membership management workflow.
Empower your internal teams with activities
You've been working with CiviCRM for a while and have come to realize what an invaluable tool it has become to manage your membership and donor base, but you might still be struggling with communication and task assignment with your team of volunteers and you've been wondering how to streamline internal assignments. Did you know that CiviCRM can be used to manage internal workflow and processes using Activities?
Let your event registrants choose their participant role and automate communication based on their choice
An organization hosts events that can be attended either in person or via teleconference. During the registration process, the registrant chooses the preferred method of attendance. The event manager then needs to send different emails to the participants based on how they will attend the event in order to provide the necessary information such as parking instructions or a link to the teleconference.
How can an event participant keep the relationship with his/her primary member?
Has this happened to you? When an individual registers for an event the relationship with his current employer becomes disabled and is replaced by another employer contact with a similar name!
If so: You might like to know that this is a typical situation for membership based organizations (ie. trade, alumni, etc.) who hold events.
Use checksum token to update an event registration by someone else than the registrant
Let's say that you are organizing an event where registrants must ask a sponsor to support their application in order to get it accepted and become a participant. But how can you collect the sponsor’s feedback and still link it to the applicant?
Allow registration status for "Not attending"
An organization holds regular committee meetings using CiviEvent to track the participants. To make sure the committee members register in advance so that meeting plans can be made accordingly, the organization sends several reminders prior to the event.
But some members would like to be able to express their intention to not attend the event so they don't receive reminders for the event anymore.
Donation levels can assign voting rights
You might consider CiviMember to be simply a tool that allows people to join and/or sponsor your organization, but it can actually be used in many different ways. We talked previously about using membership tools to track sponsors helping kids go to school. Here is another clever way memberships can be used.
One registration. One payment. Multiple events!
What would you say if we told you that CiviCRM can be configured to manage multi-day or multi-event registrations and payments for a single contact? It's true! Here's how we configured CiviCRM to manage an organization annual fundraiser by creating a way for their members to register for multiple events during a single-day event. But you might be thinking that, as far as you know, CiviCRM only allows participants to register and pay for one event at a time. So how did they do it?