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Setting Up Membership Initiatives

To set up membership initiatives, use the Membership Type component (AV_MBR_TYP) and the Membership Category component (AV_MBR_CAT).

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Membership Type

AV_MBR_TYP_PNL

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Membership Organizations, then select Membership Type

Define the various types of memberships that constituents can have with a member organization.

Membership Category

AV_MBR_CAT_PNL

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Membership Organizations, then select Membership Category

Define the various classifications for membership in an organization.

Access the Membership Type page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Membership Organizations, then select Membership Type).

Image: Membership Type page

This example illustrates the fields and controls on the Membership Type page. You can find definitions for the fields and controls later on this page.

Membership Type page

Examples of membership types are Annual, Sustaining, and Life. Use membership classifications when setting up the dues levels for a member organization.

Membership Type Required Values

The following table describes the values that are required:

Code

Value

LIFE

Life

Access the Membership Category page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Membership Organizations, then select Membership Category).

Image: Membership Category page

This example illustrates the fields and controls on the Membership Category page. You can find definitions for the fields and controls later on this page.

Membership Category page

Examples of membership categories are Single, Dual, and Family. Use membership classifications when setting up the dues levels for a member organization.