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.
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.