Related articles

Adding a membership program

A membership program contains packages and payment options.

  1. Click Programs > Add program.
  2. Enter the Program name and Description.
  3. Enter a Prefix for membership ID.
    Note: The prefix is optional. Membership ID is auto-generated by the system. Prefix appears in front of each membership ID. Prefix is always capitalized. If you change an existing prefix, then the new prefix applies only to new members. Membership IDs of the existing members remain as they were.
  4. Set up the multi-tier purchase requirements:
    • Stand-alone: the program is not part of a hierarchy flow and the membership must be purchased directly.
    • Multi-tier: the program is part of a hierarchy flow and the membership must be purchased in conjunction with other memberships within an organization's hierarchy.
  5. In the Restrictions section, select the Restrict members to one membership checkbox to limit a member to purchasing only one membership.
  6. In the Appearance Settings section, customize the appearance of the membership registration page:
    • Unselect Show Active logo to hide the Active logo.
    • In the Agency name field, enter your organization name and select the text color.
    • In the Banner color field, select the background color for the banner.
    • In the Background color field, select the background color for the page.
    • View your changes in the Preview section.
  7. Set up the program waiver if you want members to sign the waiver when they purchase a membership.
  8. Set up the package name and description.
  9. Add package form questions.
  10. View and edit email templates that will be sending to members when they sign up, renew, and cancel their memberships.
  11. Set up package option details.
  12. In the Step 7: Activate Package Option page, set up the package option activation status:
    • Save the option as inactive. You can activate an inactive option later
    • Activate the option now
    • Activate the option at a specific time
  13. You can preview the program by clicking Preview Registration in the Step 7: Activate Package Option page to check how your program will look to a visitor.
  14. Configure ACTIVE.com listing page.
You can also add discount coupons for your membership program.