Bundles - Site Administrator View

Creating new bundles

The site administrator (who can be a full account administrator or just a membership manager) can create a new bundle in one of two ways:

1. Creating new bundles - Admin back end

• Non-members - Go into the contact record and assign a membership - put them into the desired bundle membership level
• Existing members - Edit the membership record and switch them from current membership level into a bundle membership level

After saving your changes, a new bundle is created -  this member automatically becomes the bundle administrator:

2. Creating Bundles - Via Import

Simply assign the member to a bundle membership level in the import file to create a new bundle, see Import Guide

Creating bundles via member application

Anyone who applies into a bundle membership level automatically becomes the bundle administrator of a new bundle, see Bundles - Member View

Add member to existing bundle

The site administrator can add any contact / member to an existing bundle from the bundle administrator record or from the contact / member.

how to bundle from Bundle Admin record

• Any contact (including other bundle administrators without their own bundle members) can be added to a bundle
• From the bundle administrator record use the [Add member] button to select the contact to add. This will bring up a list of all contacts that can can be added to this bundle:

• The contacts list can be searched using a keyword search (e.g. contact's name, email)
• Selected contact can be:
  • Non-member contact - membership is automatically assigned and contact becomes part of the bundle
  • A current bundle member - automatically removed from original bundle and becomes part of the current bundle
  • A current bundle administrator without any bundle members - original bundle is removed, and becomes an ordinary bundle member of new bundle
• NOTE: Current bundle admin with bundle members - cannot be added to another bundle (you must first assign another bundle member as the bundle administrator)

How to bundle from a Member record

• If a member does not belong to any other bundle you will see an [Add to bundle] button on the membership record:

Each bundle is represented by its bundle administrator - select the bundle administrator you want to bundle with:

How to switch bundle admins

• Each bundle can only have one bundle administrator at a time
• Any bundle member can be turned into the new bundle administrator
  • From the bundle member record use the [Make Administrator] button
  • The original bundle administrator will automatically be relegated to an ordinary bundle member:

How to remove a member from a bundle

• Put the bundle member into another membership level to remove them from their current bundle
• To kill off a bundle all bundle members must be switched to other membership levels (bundle administrator must be switched last)

Related pages

Bundle Membership Level Overview
Bundles - Member View