Membership Module Setup

The power of Currinda lies in its ability to link all your association’s key elements into a relational structure that gives you total oversight and control as an administrator. This article steps you through the simple process to setup memberships on Currinda.

Add New Membership Tab

To create or add a new membership on Currinda, click on the + Add New Membership tab located at the top right corner or click on the Add Membership from the Memberships dropdown menu (from LHS navigation menu).

The Membership Setup is a six (6) step process that includes setting up the:

1. General Details

2. Financial & Legal

3. Membership Details

4. Graphics/ Theme

5. Email

6. Others

General Details

The General Details tab sets out your organisation’s general setup information, including organisation short and long name, admin and contact details, preapproval preference and search options. Each step is accom- panied by clear instructions to ensure a smooth and hassle-free setup experience.

Financial & Legal

The Financial Details tab enables you to add bank account details, payment options, and discounts with ease.

The system now includes a preview feature, offering a clear view of the final output for an enhanced user experience. For example, the screenshot below displays an invoice preview.

Additionally, you can now upload legal documents and apply discounts directly within the Financial Details tab, streamlining your workflow by eliminating the need to switch between windows or configure items in separate sections.

You can give your members the opportunity to donate when they are joining or renewing their membership with an association.

You can name your Donations and add a Description that will be displayed when your members are joining or renewing their membership for this association. You can also create predefined donation amounts that your members can choose from in addition to being able to specify their own donation amount.

Membership Details

The Membership Details tab offers a variety of options. Here, you can add Chapters, Membership Categories and Membership Types by enabling the convenient switch buttons.

Membership Categories

Membership categories provide a way to separate memberships across membership types. This is useful to separate different entitlements across different types of membership. On the join membership page, the membership types are displayed grouped by the membership category making it convenient for the users to select.

Membership Types

Currinda has several options for allowing members of an association to select their membership type. The three (3) categories are:

• Always available

• Renewing (selectable for renewing members)

• New (selectable for new members)

Graphics/Theme

The Graphics/Theme tab allows you to upload image files to display across the membership wizard. These images are important as they appear throughout the membership’s workflow screens. Currinda helps you to ensure that your selected images are configured to the best size dimensions for each type of screen/device by telling you recommended dimensions (through tool tips).

Email

The Email tab allows you to add signoff and set you preference to use the primary admin contact for all email correspondence or not.

Others

The Others tab allows you to do Mail Chimp integration by adding the Api Key and Audience ID.