Enrollment Design

Prerequisites

The Membership Enrollment Design feature is only available in ORS/OCIS when the following requirements are met:

Membership type is primary
Membership type that has the Fulfillment option selected under the Main tab of the Membership Types screen
Membership type has the Fee option selected under the Features tab of the Membership Types screen

See Membership Types Setup and Maintenance for more information on these options.

The Enrollment Design screen allows you to customize membership enrollment by selecting the fields you want to make mandatory for OPERA user selection when upgrading, downgrading or renewing membership in a loyalty program. The fields marked as mandatory must be selected on the OPERA Card Management screen (see Membership Loyalty) during membership upgrade, downgrade or renewal in a loyalty program.

From the Membership Types screen, select the Enrollment button to open the Enrollment Design screen. Under the Mandatory column, select the enrollment fields you will require users to select on the OPERA Card Management screen when upgrading, downgrading or renewing a membership in a loyalty program.

Field. The field available for selection on the OPERA Card Management screen.

Type. The type of field, such as a home address field or business address field, etc.

Note: Type is available for address and communication fields. If Type is not defined for address or communication, then any address or communication type can be entered for these fields.

Mandatory. Select under this column the fields that will be made mandatory on the OPERA Card Management screen.

Buttons

Distribute. Select to distribute the enrollment fields to all properties. This distribution will only apply to the OPERA Card Management screen.

Delete. Select to delete a field from the display grid and remove it from the OPERA Card Management screen.

Note: You can select the Inactive check box at the top of the screen to view all deleted fields. These fields can then be reactivated.

Adding or Editing an Enrollment Field

When adding a new field, you must select the Field down arrow and choose a field from the list of values. Type will only be available for address and communication fields. For example, with the communication field, you can select email, mobile, fax, home phone, business phone, etc.

When editing a field, you can only change the type for the field. For example, you can change an address field from a home to a business type. Select the Mandatory check box to make the field a required field and select OK to save changes.