Creating Simplified Membership Campaigns

What are simplified campaigns?

The main advantage of the simplified mode is the ability to bypass the renewal system and member space creation in Yapla.

It allows automation of several tasks starting from the Essential plan (e.g., accounting) while reducing the time investment required to set up an online registration and payment system.

Integrating a simplified campaign into a Yapla website is not possible through website modules. It must be done via the single page.

Who is it useful for?

First experience with online registration and payment, moving from a paper/traditional system to a digitized and automated one.
Sports associations
Small associations
Urgent need to launch a registration campaign
I manage individuals who may not have an email address. My goal is to collect information and/or payments. I don't need a member space or restricted areas.

Limitations compared to member base campaigns:

As the member does not create a space with simplified membership campaigns, they cannot receive preferential rates for your events.
There is no member database, but you can access the list of members for each campaign.
Renewal options are not available
Membership validation processes are not available
Automatic communications are not customizable
You cannot attach personalized documents
The Member Area on your Yapla website is not available
The member import option is not available

Activating simplified campaigns

By default, simplified membership campaigns are disabled. Go to Settings > Features then click Configure to the right of Members. Activate the simplified campaign option. All campaigns created after activating this option will be in simplified format.

If you already created a campaign before enabling simplified campaigns, it cannot be converted. You'll need to start over.

Step 1: Create a simplified membership campaign

Once logged into your Yapla account, click on Members in the left menu, then click Create a membership campaign.

You will then need to provide the following information:

Name: The name of your membership campaign, as it will appear to your members
Description: The description allows additional text to be displayed on your site. For example, the benefits of membership or what it includes.
Registration period: The start and end dates of the registration period. It will not be possible to register before or after this period. Note: Although the start date is required (and can be in the past), the end date can be left blank if you don't want to close registrations. Also, these dates can be changed at any time, including after registrations start.

After entering the information, click Next.

Step 2: Customize the form

You will be able to customize the form your members must fill out by adding all the information you need.

Once your form is tailored to your needs, you must create the membership(s) offered to your members. You can create a single type if all members have the same rate and benefits. Create multiple types if you offer different rates or groups. If multiple types are available, members can choose during registration.

Step 3: Promote Your Campaign

Your campaign is online. You can now view your page, edit it if needed, and share it with your network!

When you click on Edit under the page preview, you can personalize:

Your association's logo displayed on the page
The page colors
The font used

Once your campaign is created, it can be modified at any time via the Campaigns submenu under the Members feature.

Available communications

Three types of communications will be sent automatically via Yapla:

Membership pending payment (Essential plans and above). Sent after registration if the selected payment method is Check or Transfer.
Membership confirmed. Sent automatically at the end of registration. If pending payment, sent after payment.
Membership canceled. Sent only if canceled by an administrator in Yapla.

Yapla Newsletters

Don't forget, the Yapla Newsletter feature is your best ally when it comes to communicating with your community. Send a special newsletter to announce the launch of your membership campaign by including a button linking to your membership page. Watch our webinar to learn how to set up your newsletters.

Disabling Simplified Campaigns

You can disable the simplified campaign option in Settings > Features > Members > Configure. You will need to delete all your simplified campaigns to deactivate the option.

To Go Further

Add options to your membership types