Configure Group Membership Applications

Group membership allows someone to purchase multiple memberships at one time. These memberships can be purchased for contacts within or outside the purchaser’s organization. Unlike organizational memberships, the membership belongs to the contact and will remain with the contact regardless of their affiliation with the organization.

Enabling Group Membership

1. Navigate to the Membership + Committees app.
2. In the left toolbar, select Setup then Other Settings.
3. Under the Other Options section, select the checkbox to enable group membership applications.
4. Then, click the Save Changes button.

Configure Group Membership Application Processes

Before you begin this setup process, be sure that you have already configured the associated membership types, packages, and forms.

1. Navigate to the Membership + Committees app.
2. In the left toolbar, select Setup, then Applications, and then Group Processes.
3. Give the application process a name, and the ID will auto-generate.
4. Select which contact form you would like to present to group administrators.
5. Determine if this process should be restricted to specific membership types, packages, or contact roles by selecting any of the related checkboxes.
6. If you wish to make this process visible in the portal, enable that setting and personalize the portal display name.
7. If you wish to provide specific instructions to group administrators, enable that setting and use the editor to define the directions.
8. Enable the confirmation email to send the application details to the group administrator once the process is complete, using the editor to design your email and add content.
   

   Helpful hint: While the confirmation email is entirely optional, we recommend it so the group administrator has a summary detail of each membership. Use the available application merge fields to personalize this to your process.

9. Set eligibility criteria that will determine who should be able to access this process.
10. You can choose to override the checkout settings we set at the global level.
11. Click the Save Changes button.

Install the Group Membership Portal Feature

If you want group membership applications to be available in the portal, you must install the related portal feature.

1. Navigate to the Portals + Microsites app.
2. Before doing anything else, ensure you are on the appropriate site. In the top-right corner of the page, you can change the active site.
3. In the left toolbar, select Features.
4. Click the + Install a Portal Feature button.
5. Select a page template and target menu.
6. Under the Membership + Committees section, click the Select button next to Group Applications.
7. Scroll to the bottom of the page and click the Next button.
8. Review the features and pages that will be installed to your portal and confirm everything is correct.
9. Click the Install Features button.
10. If you want to reorganize or rename the group membership menu item, select Menus from the left toolbar and edit the appropriate menu.
11. If you want to add any content to the group application pages, select Pages from the left toolbar and edit the appropriate pages.
12. Once everything is set up, navigate to your portal to ensure the process is functioning properly.