There are two types of list associated with membership

• Membership Lists 
  • this type of list has one row for each membership - its includes RPIs which have a type of Membership
  • The list includes the following stats
    • MembershipAmount is the amount currently being paid for membership products

    • NonMembershipAmount is the total of non-membership products on the RPI - e.g. donations 

    • NewMembershipAmount is any amount which will be applied in the future for a price change 

    • TotalAmount is the total all products on the RPI

    • MemberCount is the number of members associated with the membership 

    • GiftMembership - this will contain Yes if the constituent paying for the membership is not the primary member, otherwise it will contain No

  • The name and contact details columns prefixed 
    • Payer - e.g. Payer_LastName, Payer_Personal_AddressLine1 -
      • • are the details of the person or organisation paying for the membership
        • often this will be the same as the primary member, however if the membership is being paid for by some else - e.g. gift membership it will be different 
    • Member - e.g. Member_LastName, Member_Personal_AddressLine1 -
      • are the details of the primary member
      • if the primary member is not linked to a constituent then the contact details of the payer will be used
    • The membership salutations and label names - e.g.

      Membership_Salutation - come from the RPI - if these are not set then any salutations and label names from the primary member will be used  

• Member Lists
  • this list works with RPIs which have a type of Membership
  • it returns one row for each member associated with the RPI - i.e. if a membership has two members then both members would be included on this list
  • the contact details for constituents are determined as follows
    • • If the member is linked to a constituent then the contact details from the constituent are used
      • If the member is not linked to a constituent but the primary member is linked to a constituent then the contact details from the primary member constituent are used
      • If the member is not linked to a constituent and the primary member is not linked to a constituent then the contact details from the payer constituent are used

Memberships is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.

The Donorfy Academy features a learning course for Memberships - enrol here