Define a Campaign for Creating a Membership When Starting Service

Many factors must be considered when designing your campaigns and packages. The possible creation of a membership when using the order page is simply another factor to consider.

If you plan to define a question/miscellaneous field to capture a service credit membership type, the available packages linked to the campaign should be ones that are related to memberships. For example, if your membership is related to electric service, it doesn't make sense to create a membership for a campaign designed to generate a one-time charge.

When defining a question/miscellaneous field, you must indicate its applicability. Consider whether a membership type is required, optional or only applicable for certain packages. This helps ensure that your users capture this information when appropriate.