Setting Up Memberships

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To understand how memberships are set up in Cvent, you first need to grasp the distinction between a membership type and a membership item. The former establishes how all related items will be renewed. The latter determines duration and price. As illustrated below, types and items can be combined to create a variety of options for your members.

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NOTE: If you haven't already added contact types, you'll need to do that first.

Adding a Membership Type

1 Access the Memberships & Dues page.
Begin by clicking Contacts in the top right and selecting Memberships & Dues from the blue navigation bar.

2 Create a membership type. Click Create Membership.
Name your membership type. Select which contact types members, and those who let their membership expire, should be categorized under. The two choices must be different.
 
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Select a renewal type. Your choices include:

User-added imageAnniversary expires after a specified number of days. The length of the membership will vary according to which membership item invitees select.

User-added imageCalendar Year expires on the specified date regardless of which membership item contacts select.
 
Planning on importing memberships any time in the future? Don't forget to add a membership code.
 
If a simple name won't be detailed enough to quickly identify the type of membership, consider adding a short explanation in the Description field. This information will only appear on the Membership Purchase page in a Contact Website.
 
Add a grace period by adding any number from 0-60 in the "number of days expired members will keep their member contact type before it changes" field.
 
When creating a membership type with a calendar year renewal, you'll also need to choose the expiration and horizon date. Memberships on or before the horizon date will count towards the current calendar year. Memberships purchased after this date will count towards the following calendar year. In the example below, if a member purchases a membership item with this type on July 31st, their membership will carry over into the next year.

 
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Select a time zone. Then use the radio buttons to determine whether an ID will be automatically generated upon purchase of this membership or not.
 
Click Save.

Adding a Membership Item

1 Create a membership item. After adding a membership type, click the Create Membership Item button that appears.
 
If returning to add a membership item, click Contacts in the top right and select Memberships & Dues from the blue navigation bar. Click a membership type's name. Then, click Create Membership Item.

2 Enter the details. Ensure Yes is selected next to Active and name your item.
 
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For Anniversary renewals, you'll need to use the Duration dropdown to establish how long this membership item will last.

For Calendar Types, determine whether the item will be pro-rated or not with the radio buttons. 
The price of a pro-rated item will change based on when it is purchased. For example, if your membership costs $120 and is purchased during the fifth month of the membership year, the member will only pay $70 ($10 a month x 7 remaining months in the year). However, if the membership is purchased after its horizon date, then the member will pay $70 for the seven remaining months plus $120 for the following year.

Specify the price for new members and existing members in the appropriate text boxes.
 
Enter a code. Use the dropdown to select a currency. If necessary, add a GL code.

Click Save.

3 Set up time-related discounts, if necessary. If you're creating an item with an Anniversary renewal, you'll have an additional means of inciting members to renew early: time-related discounts.

Click Edit and scroll down to the Time-Related Renewal Discounts section. Add the discounted price and the number of days prior to expiration until they can no longer capitalize on the deal. In the example below, members will only have to pay $150 if they renew three months before their expiration date.

 
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Once you're done, click Save.

 

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