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.

Pages Used to Set Up Membership Initiatives

Page Name Definition Name Navigation Usage

Membership Type

AV_MBR_TYP_PNL

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

Define the various classifications for membership in an organization.

Setting Up Membership Types

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

Setting Up Membership Categories

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

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