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:

  • Set up membership types.

  • Set up membership categories.

Page Name

Definition Name

Navigation

Usage

Membership Type

AV_MBR_TYP_PNL

Set Up SACR > Product Related > Contributor Relations > Membership Organizations > Membership Type

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

Membership Category

AV_MBR_CAT_PNL

Set Up SACR > Product Related > Contributor Relations > Membership Organizations > Membership Category

Define the various classifications for membership in an organization.

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

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 (Set Up SACR > Product Related > Contributor Relations > Membership Organizations > Membership Category).

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