Bundle Membership Level Overview
(a.k.a. Family Membership, Group Membership, Team Membership, Corporate Membership)
Overview
Bundle Membership allows you to create a set of members linked together and managed by one of the members - the 'Bundle administrator'. Bundle Membership allows you to sell/manage memberships in bundles (for example, for corporate memberships, sports teams, families).
- Bundle settings such as renewal date, status, membership level etc. are the same across all the bundle members.
- Bundle membership fee covers the cost of the whole bundle for up to a specified bundle limit (which can also be unlimited).
- Only the bundle admin can renew and/or pay on behalf of the whole bundle.
Creating a bundle membership level
- To use bundles you first need to create a bundle membership level - go to Settings -> Membership settings -> Membership levels and either add a new level or edit one of the existing levels: (See also Membership levels)
- Set type of membership level to Bundle and specify the bundle limit if applicable:
Automating bundle renewals
- From the renewal policy tab you can setup the renewal emails and actions that should automatically take place, see Automating membership renewals
- All bundle members share the same renewal date (set in the bundle admin record)
- Note that while bundle members can also receive renewal reminders and renewal notifications, only the bundle admin can actually renew on behalf of the entire bundle
- The renewal reminders and actions above take place before the bundle is renewed.
- Renewal notifications are send once the bundle is renewed.
- Pending renewal email - is sent when renewal is initiated and the renewal invoice is generated. Everyone in the bundle goes into "Pending Renewal" status.
- Renewal confirmation email - is only sent once the payment is received and the renewal is completed. Everyone in the bundle goes into "Active" status.
 | If send email to site administrator is enabled, then everyone that you specify in Routing of system emails will receive a copy of the admin email. |
Bundle Applications workflow
Wild Apricot allows you to automate various emails and actions that should take place when someone first joins / applies into a bundle membership level (see Member applications workflow). On the bundle level New Applications screen is where you setup this new bundle applications workflow.
Automatically approving new applications
In some cases you may want to review the application first to see if it meets the minimum requirements etc., but if you want to automatically approve / activate all new applications you should disable the setting "Membership applications must be approved by administrator".
You also have the option to automatically approve / activate the membership before payment is received in full.
Bundle admin application workflow
As soon as the bundle application is submitted a number of automatic actions take place:
- Invoice - the application invoice is generated (and emailed depending on your Invoice and receipt settings)
- Application initiation email - is automatically sent (if enabled)
- Status - the bundle admin goes into "Pending New" status and at this point they cannot add members to the bundle (See also Access control by member status)
- Password email - is sent right away. The member can still reset the password at anytime using the forgot password link
After the invoice is paid and application is approved the following take place:
- Status: The bundle admin goes into "Active" status and gets full member benefits
- Bundle administrator activation email - is automatically sent if enabled (you can use this email to welcome the bundle admin and instruct them how to add members etc.)
Adding Bundle member workflow
- Bundle members cannot add themselves to the bundle, they have to be added by the bundle admin (the site administrator can also add members to bundles)
- Once added the bundle member is automatically activated and emailed the password and activation emails. This bundle member activation email can be customized separately with different instructions etc. compared to the bundle admin activation email.
| If send copy to Account administrator is enabled then everyone that you specify in Routing of system emails will receive a copy of the admin email. |
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