Products

In Nimble AMS, you use productsto represent the goods or services your association offers to your constituents. Your products are set up using product types which define what attributes the products have. For example, an event session product has a start and end date, but a merchandise product does not. Your products are purchased by your constituent using orders.

Ordering Products

Products are purchased using the order process in Staff View and staff can enable products to be purchased in Community Hub. Staff can set the display order of products to control the order in which they are displayed to staff and constituents and can deactivate products that are no longer being offered or have been replaced. Disabling products removes them from the order process but allows you to continue to reference them in your analytics.

Historical Records

When orders are submitted, historical records are created for the product type and linked to the product and the account. Example: Virgil Watts submits an order with a registration product for the "Giving the Right Tasks to the Right People at the Right Time" webinar. A registration record is created and linked to the registration product record and Virgil's account record. You can leverage these records and connections to create analytics for product sales.

Product Types

Staff can use products to represent purchasable options and each product has a product type such as a(n):

Membership

Staff can create membership products to store price and description information. Membership products are typically created when Nimble AMS is set up for your association and are only modified as needed.

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Nimble AMS, Staff View, Product, Membership

Subscription

 

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Nimble AMS, Staff View, Product, Subscription

Event Session

Staff can create registration products records that represent event sessions.

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Nimble AMS, Staff View, Product, Registration, Session

Guest Registration

 

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Nimble AMS, Staff View, Product, Registration, Guest

Cancellation Fee

Event fees are created as a Cancellation Fee Product Record Type and are associated to an Event in Nimble AMS.

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Nimble AMS, Staff View, Product, Cancellation Fee

Merchandise

 

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Nimble AMS, Staff View, Product, Merchandise

Donation

Staff can create a product to use as a stand alone donation option, or to be linked to a membership to be shown during membership join or renewal.

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Nimble AMS, Staff View, Product, Donation

Program

 

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Nimble AMS, Staff View, Product, Program

Coupon

 

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Nimble AMS, Staff View, Product, Coupon

Miscellaneous

Staff can create miscellaneous products to record sales for products that cannot be categorized into another order item configuration. Common miscellaneous products are wire transfer fees or returned check fees.

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Nimble AMS, Staff View, Product, Miscellaneous

Custom Product Types

In Nimble AMS, with development effort, you can also create custom product types to fit the unique needs of your association. 

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