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.
Note: 
This section only makes sense if you are familiar with the Sales and Marketing chapter.
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.