Join or Renew Page

Join or Renew allows a user to join as a member or renew their membership. If users browse to Join or Renew with a cart that contains a membership, the options on the page will be preselected allowing them to see and change any options they desire.

Selecting a Membership Type

By default, Users can select from individual membership types. If a user is a company manger, they additionally see all company membership option

Associations using cash billing might only want to show users the membership type for which they were billed and not allow users to change that. This can be done by updating the ChooseAMembership card to use the MembershipTypeLockRenewalDataSource Data Source.

If the selected membership has auto-renew feature enabled, the Auto-Renew Membership option on the Auto-Renew Options card will be enabled by default. Users can opt in to auto-renew the membership automatically or opt out for one time membership.

Auto-Renewal Required

A very useful functionality, especially for monthly memberships is required auto-renewal. It's a time saver for monthly memberships as staff users don't have to mark auto-renew required for every such membership. If the Auto-Renewal Required field is checked on a Membership type in Nimble AMS, its memberships will renew by default and constituent will not be shown the Auto-Renew Membership toggle on Join and Renew page. They can however, cancel the membership from this page.

To remove the membership cancellation option from Join and Renew Page, follow the below steps:

1. From Setup, enter Custom Metadata Types and click on it.
2. Click on Manage Records next to Button.
3. Select Cancel Auto Renew.
4. Click on Edit next to Cancel Auto Renew.
5. In Access Control field, click 

   

    and select ReqRenewalMembershipConditional.
6. Click Save.

Save Payment at Checkout

If Stored Payment Methods is enabled by administrator in Nimble AMS, the constituents can continue to join or renew a membership even if they do not have any stored payment methods. Moreover, they can save their card details for faster payment in future while entering payment details for membership purchase on My Checkout page, by selecting Save for Future Use checkbox.

Selecting Membership Dues and Additional Options

Once Constituents have chosen a membership type, they can select membership dues, as well as additional membership, merchandise, and donation options of differing quantities and amounts depending on how the products are set up.

When creating custom data sources for Membership Products, update the class on the Membership Bundle Components Data Source rather than specifying the name of a different data source on the DuesSelection and AdditionalOptions cards.

If a selected donation type has the donation frequency feature enabled, an additional Donation Frequency card displays so Constituents have the opportunity to select the donation frequency.

Viewing and Entering Membership Price in Preferred Currency

As of Nimble AMS Winter '20 release, if your Org is enabled with Internationalization feature and currencies are added for the logged in CH user, the user can select their preferred currency from a drop down on top right. On doing this, the price of memberships listed on this page will be displayed in preferred currency of the user. Also, in Additional Options, user can enter the price in their preferred currency.

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