Steps 1: Enable the membership promotion feature in Membership Settings

- Go to Settings > Membership > Policies
- Turn on the option “Offer free Membership” and enter amount

You can also offer free membership to donors after they have made certain amount of donation during the specified period for required categories. You can set this limit by entering the donation amount in the amount field, select dates for duration during which the required amount is donated, select categories which should be excluded for the donated amount (by default all categories are selected). Turn on the option and enter the required information to activate this feature.

- Click Save button.

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Steps 2: Promote Donor To Member

- In order to view the list of donors who donated the required amount and are eligible for membership promotion:
- Go to Donations > Donors
- Select Membership Promotion option
- Click Search button
- List of all the donors who donated the required amount (as mentioned in Membership settings) will be displayed:



- Click on the + sign of Add as a Promotional Member
- Add Member screen will open > Update the required information such as Display As, Login ID etc.
- Click on Save button- Now the donor is promoted to member.

If you do not see the record of the required donor after checking the Membership Promotion checkbox then please note that the donor hasn't donated the required amount for promotion.


Step 3: Add Membership 

- Go to the ‘Add Membership’ option of Required Membership type
- Enter recently promoted Member name > Click Next
- Enter Membership Details
- Select the option of “Exclude Fee” to give $0 membership fee
- Click Save button.



Member will be Enrolled in required Membership.