Questions tagged [civimember]

CiviMember is a CiviCRM component for tracking and managing memberships. Tag question related to memberships.

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1answer
57 views

Options for monthly payments and annual payments on same contribution page

I am using civicrm 4.6.1 on Drupal 7.3.5. I need a contribution page that lets users choose between annual memberships and monthly "sustaining" membership payments. I have set up price sets and ...
5
votes
1answer
117 views

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?
1
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1answer
83 views

How to delete “Not you or want to join..for a different person”?

I am a newbie to CiviCRM but have just managed to upgrade civicrm wordpress from 4.5.8 to 4.6.2. On my membership contribution page, there is now the following entry at the beginning of the text "...
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2answers
86 views

How can I have a fixed date membership with no rollover date?

An organisation I'm working with wants to edit a membership type to change it from annual rolling to annual fixed. When I set the fixed option CiviCRM appears to require a rollover date (if I don't ...
3
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0answers
72 views

Error when updating billing details for admins and contributers [closed]

Version 4.6.2 Platform: Wordpress Payment Processor: Paypal Payments Pro So I just noticed that in any membership or recurring contribution email when you go to update the billing address (the token ...
6
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2answers
259 views

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 ...
7
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2answers
214 views

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 ...
3
votes
2answers
114 views

How is membership type best set up for monthly direct debit payments?

An organization has some members paying their fees annually by cash and therefore need reminders. There are three membership levels - Under 16, Over 65, and others. It's quite straightforward to set ...
3
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4answers
659 views

How do I get wordpress and Civicrm membership synced?

I have tried multiple times to be able to get Wordpress and Civicrm to be able to sync up when members register. When I go to CiviMember Role Synchronize it redirects to the page for my blog. What ...
4
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3answers
97 views

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 ...
2
votes
1answer
151 views

Does Price Set for Memberships also allow for Recurring on a Donation

Goal is that a Membership page will have a Price Set that offers Membership (not auto renew) plus 'other amount' that would have option of being set as recurring. I read http://wiki.civicrm.org/...
3
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1answer
77 views

Migrating IPN's from Ubercart to Civicrm, OR syncing membership payments from Ubercart to membersips/contributions in Civi

This is a copy of this thread from the forum, since the forum is deprecated for answering questions. Similarly to this thread (see the above forum post for the link, I can't post it b/c of stack ...
7
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2answers
797 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 ...
2
votes
1answer
59 views

Are there any dangers to editing a membership type directly in the database?

We have a membership type that is shared by relationship. However, after the membership type was created, we needed to share it by a new relationship type. I edited the membership type directly in the ...
3
votes
2answers
137 views

How can I integrate (optional) membership sign-up on a CiviEvent registration form?

I'm creating a paid event that has free/discounted tickets for members. The idea is to encourage visitors to become members when signing up for the event. I feel like this is a common usage scenario, ...
4
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1answer
341 views

How does WP BuddyPress integrate with CiviCRM Members?

I read from Tim Otten on this stack that "WP BuddyPress is a substantial system which has an upcoming Civi integration." Could someone tell me more about it ? I am on the verge to install BuddyPress ...
2
votes
1answer
62 views

How to change membership type parameters to effect a revised end date

I'm working with an organisation which is changing their membership cycle. Originally the membership type was fixed and annual and we had a start date of April 1. Consequently the vast bulk of the ...
6
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5answers
294 views

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 ...
3
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3answers
457 views

CiviCRM does not have full functionality support for refunds and partial payments so what is the current way to tackle this type of situation?

I have applied as a GSoC student to work on a project that would provide Refunds and / or Partial Payments functionality for CiviCRM. I am seeking current solution to do this when needed so I can ...
2
votes
1answer
40 views

How can I set the order of membership organisations in dropdown?

I've added multiple membership types. They are related to several organisations. When adding a membership, in the form, I must first choose for which organisation, and then the type of membership, ...
8
votes
2answers
350 views

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 ...
9
votes
4answers
404 views

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 ...
5
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3answers
349 views

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 ...
3
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3answers
388 views

How Can I Attach a PDF Certificate for a Membership Payment?

On Drupal 7.35 / Civi 4.4.14 - is it possible for a membership payment via CiviContribute to e-mail a membership certificate as a PDF as an attachment to a receipt? What we currently do is print ...
1
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3answers
40 views

How can I have a paid membership sign up that includes an option for a paid premium version?

Our primary membership sign up is via a dropdown list of options at different prices. Regardless of which option is chosen, we would like to give the sign-up person an option to upgrade (via an ...
5
votes
1answer
121 views

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, ...
5
votes
2answers
134 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 ...
5
votes
1answer
123 views

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 ...
15
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6answers
659 views

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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