Creation of a Membership

Memberships may be created using the membership page when a customer has signed up for a special program. In addition, it may be your business practice to automatically create a membership under certain circumstances when a customer has signed up for service.

For example, if you are a co-op, perhaps every new customer is automatically enrolled in a capital credits membership. Or perhaps signing up for cable service automatically entitles your customers to membership in the free pay-per-view movies program. For these cases, the recommendation is to use the order page to start service for your customer and to use questions and miscellaneous fields to record information needed to set up the new membership correctly. Refer to Using Campaigns & Packages to Create a Membership.