Using Campaigns/Packages to Set Up Membership

If enrollment in a membership is a common occurrence for your customers when starting service, you should consider using the order page to start service for the customer and to create the membership as well.

The recommendation is to use a question/miscellaneous field to ask the customer service representative to indicate the appropriate membership type. Algorithms validate this membership type and use it to create a membership of that type.

This section walks you through how to set up the campaign / package required to support this.