Membership in Community Hub

Community Hub allows users to view their current membership status and begin the join or renewal process directly from the Personal Snapshot. During join or renewal, users can select the membership type they desire and any additional options. Users can edit any memberships in their cart at any time and review the purchased membership details on the Order Summary.

Viewing Membership Status

Personal Snapshot Page

Individual Membership

Join

If a user is not a member, the card displays, "you are not currently a member." If staff have created active membership options allowing individuals to join, the card shows a join now button. If a user has joined as a member in the past the card displays a field set as a collection of read-only fields including whether their membership is current, the type of membership, the join and end dates for the membership. If staff have not created membership options that allow individuals to join as members, no Join button is shown.

  Show Me an Image...

Renewal

Once users have joined as members, they see their membership information.

  Show Me an Image...

If the feature is enabled, users see a button which takes them to renew their membership on the Join or Renew page at any time.

  Show Me an Image...

If users have a cash bill with a membership renewal, they see a button which takes them to the Join or Renew page to review the renewal and add it to their cart.

  Show Me an Image...

If users have an outstanding invoice with a membership renewal, they see a button which takes them to review the invoice on the Outstanding Invoice page.

  Show Me an Image...

Company Membership

Join

If your organization flows down company membership benefits from the company to the affiliated individuals, when their company doesn't have a membership, the card indicates that the user is not a member and–if staff has created individual membership options that allow users to join as members–shows a button to take them to the join process. If staff have not created membership options that allow individuals to join as members, no Join button is shown.

If a user is a manager of a company that has never joined as a member, the card indicates that the user is not a member and–if staff has created active membership options that allow companies to join as members–shows a button to take them to the join process. If a user has joined as a member in the past the card displays a field set as a collection of read-only fields including whether their membership is current, the type of membership, and the join and end dates for the membership.

  Show Me an Image...

Renewal

If your organization flows down company membership benefits from the company to the affiliated individuals, when their company has a membership, users, see the company membership information.

  Show Me an Image...

If the feature is enabled, users who are company managers see a button which takes them to renew their membership on the Join or Renew page.

  Show Me an Image...

If a user is a company manager and their company has a cash bill with a membership renewal, they see a button which takes them to the Join or Renew page to review the renewal and add it to their cart.

  Show Me an Image...

If a user is a company manager and their company has an outstanding invoice with a membership renewal, they see a button which takes them to review the invoice on the Outstanding Invoice page.

  Show Me an Image...

If users have a personal membership and are also the manager of a company that has a membership, the card shows information for users' personal membership and not company's membership. That said, if they have a cash bill or invoice with a personal membership renewal and their company also has a cash bill or invoice for a membership renewal, the button takes users to review and pay for their company's membership renewal, not their personal renewal.

Also, if your organization does not flow down company membership benefits from the company to the affiliated individuals, if users who don't have a personal membership and are a company manager, the card indicates that the user is not a member, but users can click to review and pay their company's membership renewal cash bill.

Joining or Renewing as a Member

Join or Renew Page

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.

  Show Me an Image...

Note

If a user is going through the renewal process and they choose a new membership type as part of the checkout process, two cart items will appear in the cart: one item for the original membership renewal, and another for the different membership type that was selected. To disregard the original membership renewal, the user user must remove the cart item for it from the cart before checking out. This will allow the user to process the desired membership instead of completing the renewal of the original type.

Editing a Membership in the Cart

Checkout Page

Users can click the edit button on a membership to edit details for that membership. The user can select a new membership type, change their dues option, or change any additional options on the membership. If the user changes their membership type selection, all required and optional items are removed from their cart. When the user returns to the checkout page, any changes made to their membership are shown in the cart and the total cost of the membership is updated. Users can also click to remove a membership from the cart. When trying to submit the order, the user is notified if there is no dues product selected or if there are some required products not selected, and the order is not submitted.

  Show Me an Image...


Renewing Membership from an Invoice

Outstanding Invoice Page

This page is part of the classic checkout and invoice experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Summer '17 release. This page is replaced in the New Community Hub Checkout and Invoice Experience. Learn more.

The Invoice page displays an outstanding order and users can pay the invoice. The page also displays all standard Nimble AMS products and can be customized to show custom products so users can pay off any invoice.

Viewing Invoices

Constituents can view different types of invoices based on their relationship to a company.

  • Individual Invoices—Constituents, whether affiliated to a company or not, can review and pay for a personal outstanding balance.
  • Company Invoices—
    Constituents who are primarily affiliated with a company, and are company managers, can review and pay for a personal or company outstanding balance.

Reviewing an Outstanding Order

Constituents can review all products within an outstanding order and see the prices for each.

  Show Me an Image...

Nimble AMS, Community Hub, Page, Invoice

Adding Donations with a Membership Renewal

If an outstanding order contains a membership renewal, and staff have configured the membership type with donation options, an additional card displays so constituents have the opportunity to make a donation. Constituents can pick to what fund(s) and what amount they wish to give.

  Show Me an Image...

_CommunityHub_CardType_Image_OptionalDonation

Paying an Invoice

Once constituents have reviewed the order, they can pay using the payment methods set up in your org.

Single Payment Method

When no other payment methods are enabled, constituents use the Payment card to enter credit card information to submit their order.
  This Card is Seen When...

The product(s) in the cart has a cost

And

Bill Me and stored payment options are not set up in your org

Or

Bill Me is set up in your org, but the constituent's account does not have Trusted selected.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, Credit Card Display

Cost with Multiple Payment Methods

When multiple payment options are set up in your org, like bill me or stored payment methods, constituents can use the Payment Type card to select which payment method they would like to use for payment.
  This Card is Seen When...

There is a positive balance.

And

Stored payment methods is enabled.

Or

Bill Me is set up in your org and the constituent's account has Trusted selected.

  Show Me an Image...

Community Hub, Card Type, Order Payment Option Selection

Stored Payment Method

When stored payment methods are enabled, constituents can select  Pay Now - Saved Payment on the the Payment Type card, which lets them check out using one of their stored payment methods.

If constituents have no stored payment methods, the My Payment Methods card displays a message with a link to the My Payment Methods page where they can add one.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, Cart Payment Method Selection, With No Stored Card

If constituents have one or more stored payment methods, the My Payment Methods card displays a message with a link to add, edit, or remove stored payment methods, and also lists all stored payment methods alphabetically by the name of the stored payment method. The default stored payment method is preselected, and constituents can select from their other stored payment methods as well.

Expired credit cards do not display in this list.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, Cart Payment Method Selection

When constituents select a stored bank account, the eCheck Payment Authorization card displays with the details of the payment they are about to make using their stored eCheck bank account to confirm their authorization.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, eCheck Disclaimer

Credit Card

Constituent s can select  Pay Now - Credit Card  on the the Payment Type card, which lets them check out by entering credit card information.

This page does not support Address Verification Service in Authorize.Net. To use the Address Verification Service, Enable the New Checkout and Invoice Experience.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, Credit Card Display

Updating Order Information with Bill Me

Alternatively, Trusted individuals can select Pay Later - Bill Me on the the Payment Options card to update the purchase order number, the description on the invoice, as well as any other information you are collecting and submit the updates to the invoice.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, Bill Me Detail

Reviewing the Order Total

Constituents can review the Total Details card for informaiton on the cost of the order, the balance, shipping costs, fees that have been charged, or coupons that have been applied. If there is not cost, no totals are displayed on the Total Details card.

  Show Me an Image...

Order Total

With Shipping

With a Cancellation Fee

With a Coupon

With no Cost

Viewing a Purchased Membership on the Order Summary

Order Summary

The Order Summary page displays the selected membership and all related products.

  Show Me an Image...

On This Page

In This Section