Membership Items
A Membership Item is a purchasable membership level — like a product in a store. It defines the name, price, term length, benefits, and renewal behaviour for a membership program. Membership Items are a type of Item (OrderableItem), so they inherit all standard item features: pricing models, restrictions, custom fields, and scripting.
Creating a Membership Item
- Navigate to Items in the sidebar
- Click Create and select Membership Item
- Configure the core fields:
| Field | Description |
|---|---|
| Name | Display name shown to members (e.g., “Individual Annual Membership”) |
| Fund | Revenue designation for membership payments |
| Pricing Model | Fixed, variable, or suggested pricing |
| Term in Months | Length of the membership period (e.g., 12 for annual) |
- Save
Membership Levels
You can create multiple Membership Items to represent different levels — for example, Individual ($50/year), Family ($75/year), and Patron ($150/year). Each level is a separate Item with its own price and benefits.
To create a hierarchy, set the Parent Membership Item field on a child item. This links the levels together for display and reporting purposes.
Benefits and Bundled Items
Membership Items can include benefits:
- Promotion Codes — attach one or more promotion codes that become available to the member. For example, a member-only 20% discount code for event tickets.
- Bundled Merchandise — attach merchandise items that are included with the membership. These are fulfilled when the membership is purchased.
Auto-Renewal
Set Allow Auto-Renew to true to let members opt in to automatic renewal at checkout. When enabled:
- A checkbox appears on the form: “Automatically Renew This Membership”
- If checked, the system charges the stored payment method when the term expires
- If the charge fails, a Membership Failure email is sent
See Renewal and Auto-Renew for the full renewal workflow.
Renewal Campaign
The Renewal Form field links to a Campaign that members use to manually renew. When a membership approaches expiration, the renewal email directs the member to this form, pre-populated with their information.
Email Configuration
| Purpose | |
|---|---|
| Welcome Email | Sent when a new membership is purchased |
| Renewal Email | Sent when a membership is successfully renewed |
These can be EmailTemplate records linked to the item, or configured through the Membership Email Collection on the item’s email tab.
Gift Membership Items
A Gift Membership Item extends the standard Membership Item with additional options for the gift giver:
- Enable Anonymous — giver can choose to give the gift anonymously
- Enable Control Email — giver can specify the email address for the recipient notification
See Gift Memberships for details.