Personal Snapshot Page

The Personal Snapshot page contains several cards to provide users with a quick look at their profile information. Some cards are merely informational, and others give users different ways to interact with your association.

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Nimble AMS, Community Hub, Page, Personal Snapshot

Payment Notifications

Failure

If constituents have a failed payment within the last 7 days, a message displays letting them know about the payment and includes a link they can click to be taken to view the payment on the My Scheduled Payments Page. If there are multiple failed payments in the last 7 days, it displays the earliest failed payment.

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Nimble AMS, Community Hub, Page, Personal Snapshot, Failed Payments

Upcoming

If constituents have a scheduled payment within the next 7 days, a message displays letting them know about the payment and includes a link they can click to be taken to view the payment on the My Scheduled Payments Page.

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Nimble AMS, Community Hub, Page, Personal Snapshot, Upcoming Payments

Profile Photo

At the top of the page, constituents can view, add, or update their profile photo.

Profile photos must be in .jpg, .gif, or .png format. Profile photos must be 2 MB or less in size and we recommend a width of 200 pixels and height from 200–300 pixels.

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Nimble AMS, Community Hub, Card Type, Upload Photo, Adding an Image

Personal

The Personal card displays a snapshot of constituent's personal information.

Membership

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.

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Renewal

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

Programs

The affiliation experience seen on orgs where Nimble AMS Programs is installed.

If users are enrolled in one or more programs, they see a card with the name(s) and enrollment status of their program(s) on Personal Snapshot. Users can click to see additional details on their programs.

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