Questions tagged [civimember]
CiviMember is a CiviCRM component for tracking and managing memberships. Tag question related to memberships.
994
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What's the best way to import memberships and their associated contributions?
I have a load of Memberships to import. Each has a linked Contribution.
While I can import Memberships and Contributions separately, I cannot find a way to import the two together - in other words ...
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14
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4
answers
334
views
Membership Name-Your-Own Price (above Minimum) on Contribution Page
How can we enable users to enter a custom amount above the minimum fee when they are creating or renewing their membership through a contribution page?
For reference, this is the membership structure ...
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9
votes
2
answers
959
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Creating a public Members directory with CiviCRM in Wordpress using Profiles
I'm trying to create a public Members directory with CiviCRM in Wordpress using Profiles.
First i created a "Smart Group" through Search that lists all the members filtered as i wanted - i've called ...
- 335
9
votes
4
answers
430
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How to bulk renew membership
We are a trade union with several hundred members paying their dues on a monthly basis. They pay via their bank or through check-off from their employer. We have to keep their contributions and ...
- 181
8
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4
answers
727
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A way to test schedule reminders
I'm looking for a way to test schedule reminders for memberships. We have memberships that expire in a year, and we have setup a renewal reminder which also reminds our back office staff a month ...
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8
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1
answer
782
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How can Members download their own Membership Certificate/Card in Drupal 7?
This is a request I get quite often. Below is my favourite solution for it.
- 14.9k
8
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6
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200
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Allowing contacts of contacts?
Background
We're a membership association for music groups, and are in the process of building our new website, using Civi as both the CRM and for some of the functionality, events etc., of the ...
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8
votes
5
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403
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Is it possible to get point-in-time membership data?
My client needs to know:
How many members did we have on date x
Who were the members on date x
Using "Find memberships" it appears that, though the UI allows it, combining the membership status ...
- 609
8
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2
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367
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How should I configure CiviMember so both individuals and organizations can hold memberships?
I've got CiviCRM installed for a non-profit client whose membership base is small organizations (theater ensembles) and individuals. I am now considering that I may have fundamentally engineered this ...
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8
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2
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129
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non technical approach to associate contributions with memberships
Does anyone know of an extension / not technical approach that allows users to manually associate contributions with a membership when they have not been properly associated.
I've seen this happen for ...
- 2,447
8
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1
answer
195
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Scheduled reminders working for some but not all
Drupal 7.41, Civi 4.6.9
The scheduled reminders are working except for 1 or 2 per day might not be sent. It appears random which ones don't get the reminder sent. The 1 or 2 a day is based on a ...
- 353
8
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2
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93
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Is it possible to limit membership renewals to next membership term?
While testing payment integration with membership renewals, I observed that the membership end date may extend to any point in the future by just purchasing more and more renewals. Any limit set to ...
- 499
7
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2
answers
106
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Were they a member last year?
We are trying to come up with some reports that show retention rates over the years. I had thought that I would be able to do a include/exclude search where I include members from 2015 and exclude ...
- 845
7
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1
answer
182
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is there a maximum number of memberships?
Is the number of contacts or memberships we can manage for free limited ? I don't see this information on your website.
7
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2
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220
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How can I merge two memberships in the same contact (without losing contribution info, etc)?
Occasionally, we end up with a single contact that has two membership records (e.g., an old expired one and a newer current one). I would like to programmatically merge the two memberships cleanly, so ...
- 400
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3
answers
568
views
Member Identification Card
Our members often receive discounts in our community as a benefit to their membership. Is there a way to pull their membership data into an online membership card or something? I am just thinking like ...
- 245
7
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2
answers
838
views
How to configure Membership Status Rules so expired members can renew?
My dilemma is not being sure I have set the membership status rules correctly. One enigma is the Start/End event adjustments. An example of explanatory text goes:
Optional adjustment period added ...
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6
votes
5
answers
294
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Does CiviCRM fulfil our charity's requirements?
I work for a very small UK-based homeless charity. We work alongside a similar organisation, and are looking to share information on a cloud based database. I work from home on a Mac, and the other ...
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263
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Member since date before 1995
I'm cleaning up membership data that was imported and need to make changes in the "member since" field. Some people have been members since the 80's. When I try to add pre-1995 dates, I get the ...
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6
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2
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270
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Is there a way to find contacts who have multiple active or expired memberships?
Due to some import errors over the past few months, we have some members who are showing with multiple memberships. Some are of the same type and some are not. The way our memberships work, no ...
6
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1
answer
144
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Can a New Member automatically become a Drupal User with defined Role?
I would like to allow people who pay to become civicrm members to have access to protected DRUPAL pages. I would like it to happen right away rather than waiting for a batch operation.
My method is ...
6
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2
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111
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How to add new membership if renewed after old membership expired (native CiviCRM / Drupal)
Consider this:
Wilma becomes a member on 1 Jan 2016, but does not renew at the end of the year.
(so throughout 2017, 2018, Wilma is not a member)
Wilma joins again in Jan 2019.
According to the ...
- 3,688
6
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3
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222
views
Unable to create label format for membership card
I'm trying to configure printing of a membership card directly from Civi using a custom mailing label format. Here's what I've done so far:
Created a custom label format with the parameters for Avery ...
- 473
6
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2
answers
167
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"Sold out" error message when registering event with PayPal payment (event is not full though)
I'd be grateful for any pointers regarding an issue with event registration, using PayPal Pro, when paying with a PayPal account (paying with a credit card, also using PayPal Pro processor works just ...
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6
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116
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Membership proration
I'm attempting to setup proration on fixed memberships via the civicrm_membershipTypeValues hook. I'm assuming that once the minimum_fee value is modified, this new amount should display on the ...
- 198
6
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1
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162
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Separate membership payment on contribution form with donation
When creating a contribution page with a membership, which is not a price set, the option to:
"Separate Membership Payment" is shown. This creates a transaction transaction for any donations and ...
- 479
6
votes
1
answer
62
views
Can only Primary Members renew a membership?
We have a membership type where the relationship type is specified as "Spouse of", with the idea that this would be how we implement a Family Membership. However it seems that only the contact who is ...
- 845
5
votes
2
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195
views
What is the largest number of customer records that civicrm supports?
I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit.
Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
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5
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3
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768
views
Is it possible to restrict event registration to members?
I've been trying to figure out how to set up events where only members can register. Is this possible?
What I'm looking for is the ability to:
specify one or more memberships that can register for ...
- 233
5
votes
4
answers
167
views
How can you edit the end date for an auto-renew membership?
I am working on a website that has the option for members to pay for membership by direct debit (via GoCardless). This is working fine but occasionally we have an issue where a member pays by direct ...
- 3,194
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203
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Need to change membership inheritance
We have household memberships set up for the household members to inherit from the household.
We also limit the number of memberships per household (currently set to 4).
We did this because on ...
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5
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3
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366
views
Membership sets to Cancelled when Contribution Fails. Why?
I have a situation where the Contributions are being set to Cancelled when the user contribution fails (payment processor fails the transaction). So, the user is blocked to try a new contribution ...
- 342
5
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2
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234
views
How to renew membership during event registration?
I've set-up an event with several fee options that include "event fee plus 1 year membership renewal", "event fee plus 2 years membership renewal", etc. How do you suggest implementing the membership ...
5
votes
1
answer
120
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How to enable CiviDiscount for members?
I'm considering using CiviMember and CiviDiscount to offer discounts to members... but when I try to create a new discount code, there is no member option. How can I enable this feature?
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362
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How can I set up a two part sign up form, where first submit leads to second with more fields?
My client doesn't want to scare potential subscribers off with a long form.
Is there a way to capture, and save, the name, email and phone of a subscriber and then redirect this user to a form that ...
- 417
5
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2
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141
views
How can I import Memberships without e-mail addresses or external IDs?
We are transitioning a small organization to CiviCRM 4.5, with about 2000 total contacts and about 150 memberships. The contacts imported without any problem, but when we went to import the ...
- 1,870
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2
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136
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How can I regenerate memberships shared by relationship?
Is there a way to do a one-time purge and regenerate of all memberships that are shared by a relationship? (I would be okay if it required doing some SQL directly in the database as long as it didn't ...
- 8,201
5
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1
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264
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Using CiviMember to automatically create a Drupal user
I am relatively new to Drupal (I using version 7) and CiviCRM. I have set up a website in which members will be entered manually, rather than using an online signup form.
I am envisaging the ...
- 135
5
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2
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99
views
How can people cancel their membership?
We have a membership type that auto-renews every month. People pay via Authorize.net, Paypal, or they give us their info from their check and an automated draft is created over via Authorize.net.
...
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3
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93
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Non renewable memberships
I want to create a membership type that is non-renewable. Let's say a membership that lasts for 6 months and is free.
If someone is already a member and clicks Join again (which is effectively a ...
- 1,262
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1
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89
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Scheduled Reminders for 'on behalf of' Memberships
As far as my testing shows, setting up Scheduled Reminder for an Organisational membership is not resulting in a Reminder also going to the 'permissioned employee'.
Can anyone confirm steps that do ...
- 27.2k
5
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1
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124
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How do we preprocess CSV columns when using CiviCRM builtin import functionality?
We use CiviCRM's import data functionality (and api-csv-import-gui) to import partner's contributions from CSV files. This is working great because the CSV columns can be mapped to CiviCRM fields via ...
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137
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Idea for extension Someone Else Pays - any feedback?
We are thinking about creating a native CiviCRM extension Someone Else Pays.
In CiviCRM you could use the soft credits (with a new soft credit type) to register another contact pay for an event ...
- 11.5k
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122
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What is the best way to add a contact to existing membership using relationships?
I'm having trouble with adding additional contacts to memberships (CiviMember). The goal is to add spouse, partner, sibling, etc. to an existing membership. The membership type is our own custom type, ...
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How can I update a credit/debit card number, card billing address, or card expiration date to continue transaction processing - on Authorize.net
We're on CiviCRM 4.6.19, Drupal 7.50 and using Authorize.net for payment processing.
When a credit/debit card number, card billing address, or card expiration date has changed, should simply ...
- 2,719
5
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1
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51
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Scheduled Reminder Ignoring the Year of Membership End Dates
Our site is configured to send a scheduled reminder 1 day after the membership expiration date. Memberships are renewed through a contribution page. The reminder is only sent to non-auto renew members....
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4
votes
4
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325
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Membership renewal start date doesn't update?
This behaviour has been observed on a live CiviCRM 4.5.8 site as well as the current demo site which is 4.6.6
When renewing a membership offline, the start date doesn't update to reflect the current ...
- 1,368
4
votes
2
answers
44
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Track membership fee belated
I have a question regarding membership fees for the following scenario:
Let's say I have a member who joined in January 2018. He payed for 6 months until June 2018. As we are in October now, he is ...
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4
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3
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102
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CiviMember - Adding a premium when recording a membership payment
Our organization wants to be able provide gifts to members who sign up for a magazine subscription. We are using CiviMember to record those contacts who sign up for such a subscription. When we click ...
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