Including the Membership Fee

You must determine the best way to setup your campaign/package to handle the levying of your membership fee, if applicable. Consider some of the following questions.

• If the membership has a fee, is it a refundable fee or a non-refundable fee?
• Is the fee always applicable for the membership? Or is it waived under certain conditions? For example, maybe the fee is applicable if a customer signs up for a single service, but the fee is waived if the customer signs up for two or more services.

The SCM type column reference and question/miscellaneous field are set up to ask the user what type of membership to create. Because the applicability of the fee may differ for each membership type, you should carefully consider the campaign / package setup to levy the fee correctly.

• If a fee is always applicable for a membership, you may consider creating a membership creation algorithm that creates a fee SA with a start option to levy the fee when the membership is created.

• If the fee is not always applicable for a membership, you must determine when the fee is applicable. The recommendation is to include the fee SA type in the SAs-to-create collection for the appropriate package. For example,
  • If the fee is applicable when the customer signs up for a single service, you should define a package for each single service that includes one SA to create for the single service and the fee SA as another SA to create.
  • If the fee is waived when the customer signs up for two or more services, you should define a package for each combination of the multiple services. These packages do not include the fee SA in the SAs to create.
• If the customer signing up for service is a former customer who has returned, perhaps the fee was paid earlier when the customer originally had service. In this case, maybe your business practice is to waive the fee at this time. To do this, you should set up a question/miscellaneous field for the user to mark that this is a returning customer. Based on the answer to this question, perhaps only packages that do not levy any fee are eligible for selection.