Membership Application

Your business practice may dictate that the customer complete an enrollment form. Depending on your practice, the form may need to be received prior to starting membership or it may simply be a mechanism to gather supplemental information once the membership has begun.

Either way, you may consider setting up the system to handle forms as follows:

Design your membership type to include a creation algorithm that generates a letter when the membership is created. The letter template could include the form to be filled out.
Create the new membership in pending status. The letter and form are sent to the customer and the pending status indicates that you are waiting for the completed form. Refer to the Lifecycle of a Membership for more information.
When the paperwork is received, change the status of the membership to active.

Note:

Membership Events for Pending Memberships. The system allows events to be created for pending memberships assuming that paperwork is supplemental information that should not prevent service credits from accumulating. If your business practice dictates that the paperwork must be received prior to accumulating service credits, the algorithm or background process that creates events for memberships of this type should be coded to only create events for active memberships. Refer to How Events Are Created for more information.