Understanding Join Now

The following types of contacts can see the Join Now button:

• Non-members: After a new contact is created, the customer type is set to Non Member by default. A non-member is someone whose customer type has Is a member disabled.
• Inactive members: An inactive member is anyone who has a customer type with Is a member enabled and:
  • Contact Status is set to Inactive or Deleted
  • Paid through date is null or in the past
  • Renewed through date is null or in the past
• Staff users: Staff users can perform membership joins on behalf of non-members and inactive members directly from the Staff site.
• Company administrators: Company administrators can perform membership joins on behalf of non-members and inactive members but only for contacts in their company.

The Join Now button is available on the out-of-the-box staff account pages. Having the Join Now button available on the staff-facing account pages allows staff users to join the association on behalf of members.

Most users will make copies of the out-of-the-box account pages, so they can tailor the content to fit their organization’s needs. It is not required to change the out-of-the-box configuration for the Join Now button, but if you would like to, do the following:

Note: The following steps assume you are already working with a copy of the out-of-the-box account pages.

1. Enable Easy Edit.
2. Navigate to your account page.



3. Locate the Renewal Button content item (which is actually the Invoice Payment Link), then click Configure.

Tip! The Join Now and Renew Now button share the same content item. After the member joins the organization, the button turns into the Renew Now button.



4. Review and update the Join Now settings. The following are available:
   • Enable join button for non-members and inactive members – When enabled, the Join Now button functionality is available on the page.
   • Display to staff users only - When enabled, the join button will display on non-member and inactive member profile pages, but the button will only be visible to staff users.
   • Button text - Enter the text that appears on the button. By default, the text is Join Now.
   • Message - Enter text to be displayed above the button. For example, you could enter a message that explains to users what to expect when they click the button.
5. Click Save & Publish.

The following is one example of how a member can join an organization from a public website:

1. The member navigates to the public website, then clicks the Join Now navigation item.
2. The member clicks Join Nowas anAssociate Member.



3. The member is not logged in and does not have an account, so they are redirected to the Sign Up page and begin filling out the information.



4. The member clicks Save and is redirected back to the Join Now buttons, so they click Join Nowas anAssociate Member again.
5. The Associate Member billing cycle is presented to the member. They tailor their membership to their liking, then they click Add to Cart.



6. The member reviews the membership one last time, then clicks View Cart.
7. From the cart, the member enters their payment details and clicks Submit Order. The member is now officially an Associate Member of the organization.

The following is an example of how a staff user can join the organization on behalf of a member:

1. The staff user navigates to the contact’s account page.

Note: If the contact does not have an account page, the staff user must first create one (Community > Add contact).

2. The staff user clicks Join Now.



3. The staff user chooses the billing cycle.



4. The staff user updates the membership options, then clicks Add to Cart.



5. The staff user reviews the selections one more time, then selects Proceed to Checkout.
6. From the cart, the staff user can pay the membership using a payment method provided by the member, or they can select Pay Later. Selecting Pay Later adds an open invoice to the member’s account that can be paid later by the member or staff user.
7. The staff user clicks Submit Order. The order is confirmed and the contact is officially a member of the association.

When a new contact is created, the customer type is set to Non Member by default. Since no join or renewal has ever been processed for the contact, the membership data attributes are not populated. The only membership attribute populated is the default customer type, Non Member.

After processing the new join, you can see the core membership attributes have been automatically populated by iMIS as a result of the join transaction.

You can see the following has been updated:

• Member type has changed from Non Member to Associate Member
• Member status is set to New, since no previous join or renewal has been processed for this new contact
• Paid through and Renewed through dates have been set to the end of the purchased membership term
• Member since and Statuschanged dates coincide with the date that the join transaction was submitted and processed

On the Membership tab are the member’s Membership fee items. The Membership fees list the newly generated membership subscription rows that show the amount billed, the zero balance (due to the full payment), active status, and the begin, bill, and paid through dates. These subscription rows will be the basis for generating the renewal invoice when the expiration for this first term nears.

The Membership billing history lists the details for the membership term that was just purchased.

From the Participation tab, you can see the Communications panel that displays the Order Confirmation email that the new member received.