Create a continuous membership campaign [Guide]

If you already have a list of members and want to continue managing their memberships over time, setting up your membership base with Yapla or creating an ongoing membership campaign is the right choice. Available from the Essentials plan, this will enable you to give your members the opportunity to renew their membership. Yapla lets you easily create member profiles, whether for individuals or organizations. Your members' details, memberships and ratings are centralized on Yapla. And all the reports you need are just a click away.

 

Step 1: Create your member base

To create an ongoing membership campaign, in addition to having the Essentials plan, you need to go to the Members menu on the left and select the Create my member base option. You can also follow this link.

 

First, create your membership campaign using a simple and effective 3-step process. Then you can create more than one form and access additional settings.

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Step 2: Customize your member base form

Start by customizing your membership form. This is the information the member will be asked to provide when joining. The information gathered from this form will be accessible in your member database, in Yapla's Members feature.

Yapla already offers you a number of fields that you can use as you wish. If these fields don't suit you, you can create as many as you like. Then you can add them to your form.

 

Here's a breakdown of the options available to you:

1: edit or remove a field from your current form.

2: create a new field that is not already available in the dropdown list above

3: drag and drop a field to add it to your form

4: drag and drop a field to move it to a new location in your form

5: organize the structure of your form by adding sections to it

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Step 3 - Configure your memberships

Here you can add or edit the types of membership you'll offer your members.

Create a membership type

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Start by entering the membership name

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You can then configure your membership:

Start by adding a description.

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Then configure the duration and date

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The membership period can be constant or floating:

  • Floating date: starts at the time of payment
  • Calendar year: January to December
  • School year: September to August
  • Custom: choose the start date of the period 

Then set the membership price:

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Membership is free by default. Check the Paying box to make membership payable and specify a price.

For floating date memberships, you can allow your members to change the price by defining a minimum price.

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For constant period memberships (calendar year, school year, custom), you can set a fixed or decreasing prices based on the membership date. You can choose to offer lower prices if a member joins during the year for example.

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If the membership period is constant (calendar year, school year, personalized), you can also propose one or two more years for an additional price, which can be lower than the current membership price:

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Finally, configure the membership renewal behavior:

For floating date memberships, choose whether the membership renewal starts the day after the expiration date or the day of the member's renewal transaction.

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For constant period memberships (calendar year, school year, custom), specify a fixed renewal date.

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Once the membership type is set up, click Save.

You can create several types of membership.

You can then edit your settings at any time from the Members feature. More settings are also available in the memberships edit box in the Members feature settings.

Step 4 - Share your campaign

Now that your campaign is online, you can view your page, edit it if you wish and share it with your network!

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Clicking on "Edit" takes you to a page where you can customize:

  • Your organization's logo displayed on this page
  • Page colours
  • The font used

Other settings for your ongoing campaign

Your ongoing campaign has now been created, but the Dashboard in your Yapla account offers you even more possibilities.

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To access them, go to the Members menu, in the bar on the left of your screen, then to the Settings submenu.

Here you can review information on your membership types, forms, communications and import path. You can also view the members in your database, edit your campaign web page or membership form information.

Your campaign settings also allow you to import your members from your previous system or file, so that they don't have to re-enter their information. See our article on importing members.

Note: If you already have a Yapla website, you can use the Member Section module to display and sell memberships, and to activate your member zone. 

 

Going further

What do I do if I've created a simplified campaign and want to transform it into an ongoing one?

Cheat Sheets for managing members over time

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