Dynamic membership pricing fields

This feature is only available to "Community" plans and higher, see Pricing.

Setting up dynamic pricing of membership dues

When customizing your database fields there are two field types (Extra charges multiple choice and Extra charges radio button) which have amount fields for each option. These can be added to new membership applications for either all membership levels or a set of membership levels that you define. Depending on the selections made when applying, appropriate amounts are added to the total membership fee to be paid.

Member Access Members can only select or edit these fields during their membership application or as part of a renewal. Which means that any time after their application or before their renewal date they will not be able to edit this value in their profile.

Settings associated with these fields:
Show in new applications / Include in renewals - This defines whether this field will be shown on new applications AND/OR during renewals.

Usage examples:

• Show in new applications = Yes | Include in renewals = No
  This would be a typical settings for something like branded merchandise offered to new members only
• Show in new applications = Yes | Include in renewals = Yes
  This can be used if you want to offer members a chance to re-purchase an item each time they renew (for example, a calendar for the current year). 
• Show in new applications = No | Include in renewals = Yes
  This corresponds to an item which is not offered to new members - but is offered for renewing members. 
  

Prorate amount in new applications This will prorate the cost of the field over a partial period of time. This will only apply for new applications. Please see Prorating membership dues for new applications for information on how prorating works.

One-time initiation / setup fee: Use 'extra charges multiple choice' field type, only have one choice, pre-select it and make it Mandatory. Set Show in new applications = Yes | Include in renewals = No

Member-selection driven membership fee: (for example, if your fees differ based on member company size). Use 'extra charges radio buttons' field type, make it Mandatory. Set Show in new applications = Yes | Include in renewals = Yes.

Allow member to change selection during renewal - If you unselect this option, the item will be included in the renewal, but the member will not be able to change their selection.

Warning for Automatic Recurring Payments If Automatic recurring payments are used then same amount will be included and charged for each payment regardless of your settings. For example, if member chose to purchase a branded t-shirt for $8.99 in the initial application, then each automatically recurring payment will continue to add that $8.99 charge.

How dynamic pricing fields are displayed and used during membership application

If you have indicated that extra cost fields should be on the application form, then the applicant will see the extra choices:



The selected extra costs are then added to the base membership fee:



The selected extra costs items are also displayed along with their charges on the invoice:

Bulk Import of extra costs fields

It is not recommended to make changes to extra costs fields via import because linked invoices will not be updated and you would probably need to generate updated invoices for each record anyway.  Instead, we suggest to adjust each recor individually, see Adjust or cancel invoice

Viewing extra costs selections

You can also see who has ordered or selected extra cost items by using the Advanced search - Members on the Members screen. Simply choose the item from the drop down list, and indicate the selection from the list of available options.

You can also create a Saved search based on the time frame that the offer was available, and then use the Custom reports layouts feature to display the names and selections made by your members.