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How to set up memberships

You can accept payments for annual, monthly, or weekly memberships and can define multiple membership levels at different price points. You can also make specific pages accessible to members only, and have badges appear next to member's names to show off their level of support. Paid memberships are supported with Paypal and Authorize.net.

To set up paid memberships on your nation you will need to:

  • Configure your nation's membership levels
  • Create a Donation page for payments (or use an existing one)
  • Create a Paid Membership Page 

Configure membership levels

The first thing you want to do is create membership levels. Any membership page you create will have access to these levels. 

1.  From the control panel, click Finances > Memberships > Membership levels.

2.  Choose a short Level Name and Badge, and then click "Add membership level"

memberships.png

badge.png

The badge will be small text which appears next to a members name on your website to show off their level of support. 

You will be able to configure more than one membership option per membership level, allowing you to offer different price points for the same membership for different periods of time. 


Create a donation page for membership payments

After you set your membership levels, you will need a donation page to process membership payments. You can use any donation page you've already setup, but ideally you should create a new donation page with text tailored to users buying memberships. A dedicated donation page also means you can tag users to easily find them later.

To create a new donation page:

  1. Go to Websites > New Page and create a new Donation page.
  2. Under Donation Page Settings, you can select special tags for those who send payments on this page.
  3. Under Intro blurb, enter a special message.

Create a paid membership page

Now that you've got both your Membership Levels and a special Donation page set up, you are ready to create a Paid Membership page.

  1. Go to Websites > New Page > and create a new Paid Membership page.
  2. Configure Membership options. This is where you setup various price points and durations for the membership levels you created earlier, and select which donation page you want to use. 

membership-donation.pngA recurring membership means that the member’s credit card will automatically be charged once his membership expires. For example, you can offer a $15 regular membership for 6 months and a $30 regular membership for 12 months.

You can also create multiple paid membership pages, but the first one you create will become the default. This means that users who are not members and try to access members-only pages will be redirected to the default paid membership page and prompted to sign up.


Membership tips

  • 4 membership levels will display perfectly in one line on all official themes, so you may want to aim for that.
  • Create a page where only members can interact, or offer exclusive content to members only by setting "Who can view this page" to "member."
  • Note that there is only one security level for members, so it does not matter which membership level they are, as long as they are a member they will have access to members only pages.
  • Consider offering merchandise like t-shirts, stickers or buttons at certain membership levels to encourage users to sign up, just like public radio fund drives
  • Once a membership level has been set for a supporter, the system will not process another membership payment for that supporter until his membership expires. The system prevents members from making a mistake and paying again.
  • To see a list of payment processors who currently support recurring memberships within NationBuilder, go to Settings > Bank Accounts > New Account. There is a column “Accepts recurring?” The processors with a yes in this column can be used to process recurring membership payments.

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Showing 6 reactions


Ian Patrick Hines commented 2013-06-03 11:16:09 -0700 · Flag
Matty — That’s a great suggestion. Have you tried setting the membership period to something incredibly long, like 99 years? That would mean that — effectively — it never expires.
Matthew Sarro commented 2013-06-02 20:36:47 -0700 · Flag
There really should be an option to not have paid memberships expire. In our case, we are a cooperative, so someone’s paid membership is their equity in the company. That’s how they become a paid member, and it doesn’t expire until they choose to leave. Right now we don’t have an option like that.
Lilia Villa commented 2013-02-28 18:38:07 -0800 · Flag
Jay, you can manually make someone a member by going to their profile > edit > Membership Level.
Jay Matthew commented 2013-02-28 16:50:05 -0800 · Flag
What if you want to give someone a free membership for a little while? or you want people to be able to see the page without having to pay because they are considered members of your overarching organization? Right now I am working with www.StatewideCollective.com and they have patients whom are members – but they are not paying members – and should be the ones accessing this “exclusive” content. Is such a thing possible? Maybe using the import update feature? ( the point is that people should not have to pay in order to be able to see these pages, we should be able to give this ability to them on the back-end.)
C.J. MinsterCheng commented 2013-01-07 08:13:21 -0800 · Flag
It is not possible for a person to have more than one membership level. Recurring payment for a membership is not intended to function as recurring donation. While there can be multiple membership levels in your nation, a single person may only have one membership level.
Kajute O'Riordan commented 2013-01-06 20:06:22 -0800 · Flag
Can you have multiple membership levels attached to the same person? The reason for this, is that I want people to be able to mix and match membership levels, as I am using this feature to receive regular donations, and want not to have to make 10 different options to suits everyone financial situation. This would make it possible for someone who wants to donate $250, to buy a $50 membership and a $200 membership. Is this possible?