Member Renewal - 100% Self Service

This documentation will cover how to handle your membership renewal online through your Jvillage website. This process assumes the person completing your membership renewal page already has a membership record in your system/ with your organization.

Let's get started!

Review End Goal

To begin, let's see what the front facing membership renewal process will look like for your members:

STEP 1 - Members will login to your site. Logging in to complete membership renewal is not necessary but HIGHLY ENCOURAGED to make sure your database does not create duplicate records.

STEP 2 - Your members will see and click on menu "Membership Area" you've created.

STEP 3 - From here your members will see your splash page. Options outlining payment type and frequency are given to your members. They will click on the option of their choice. For example, I'd like to pay by credit card in monthly automated installments for membership - a 'set it an forget it' type of payment

STEP 4 - The last step will be for me to choose my correct membership type, enter in my billing payment, confirm the payment information, and submit my membership renewal!

NOW, let's go over how to set-up your member renewal process in your back office. To complete this online membership renewal area, there are three steps involved:
1) Back Office Credit Card Contribution Page
2) Back Office Check Contribution Page(s)
3) Front End Splash Page

To define your database terms, contribution pages are hybrid configured pages that record a user information and at the same time create a back office financial record. It is important to note that in your database, separate contribution pages must be made for credit card versus check payments. First, we'll go over how to configure your member renewal pages for automated credit card payments: 
 

STEP 1: Membership Renewal By Credit Card (automated)

To have your members renew their membership and pay by automated credit card deductions, your system allows up to for different frequency intervals:

1. Monthly Pavement Schedule
2. Quarterly Payment Schedule
3. Semi-Annual Payment Schedule
4. Paid-In-Full

Let's walk through how to create a monthly payment schedule for your members. Complete the following two parts:

PART 1: Locate Your Contribution Pages
PART 2: Set-Up Payment Schedule (Monthly)
 

PART 1: Locate Your Contribution Pages
Login to your Back Office

Click on the Contributions menu/Manage Contribution Pages

Choose the pre-configured "Become a Member" page

On the right side, choose more/ make a copy. This will make a copy of the contribution page.

Find the new contribution page. It will be titled "Copy of Become a Member".

PART 2: Set-Up Payment Schedule (Monthly)
Now we'll rename the copied contribution page and set-up the monthly payment schedule for membership renewal:
A- Find "Copy of Become a Member". On the right-hand side click "configure" link.

B- Start with the Title & Settings. Re-name the page to "Renew Membership By Credit Card - Monthly" . When the word - Monthly (capitalized) is in the title, the correct payment frequency will be automated for your contribution page. Add images or information about your membership renewal. Click "Save and Next"

C- The wizard will take you to the next step in configuring your contribution page: the Contribution Amounts Tab.
1) Here, choose payment processor if you're accepting payment by credit card
2) Select "live payment" and "recurring contributions" area. Choose ONLY the monthly frequency.
4) Add your Fixed Contribution Options. Here I've mirrored the membership types available for B'nai Bedrock and listed their corresponding monthly fees. Click "save and next"

D- The third step in the Contribution Page set-up is the Membership Tab
1) This is very important: Check OFF
2) click "save and next"

E- Receipt: personalize the email receipt your member will receive here. Click save and next.
F- Profiles: 1)Name & 2)Membership Directory.
* Editing and customizing profiles is supported for jManage Complete and up support packages. Contact support for more information. Click SAVE AND DONE.

Complete this set-up process for other payment frequencies you'd like to offer, such as "Quarterly", "Semi-Annually" or "Paid - In - Full" by creating a copy of the contribution page "Renew Membership By Credit Card - Monthly", changing the title to one of the four automated payment schedules supported by your system, and editing the contribution amounts. Remember to click "Save" after every change you make. If all frequencies are offered by your organization, you'll have created 4 new credit card contribution pages:

Renew Membership with Credit Card- Monthly

Renew Membership with Credit Card- Quarterly

Renew Membership with Credit Card- Semi-Annually

Renew Membership with Credit Card - Paid - In - Full

STEP 2: Membership Renewal By Check

Next, you also have the option for your members to renew their membership and pay by check. To do this, you can upload a PDF membership renewal form (during step 3 "create a splash page") or complete the following set-up of 4 more contribution pages

Login to your Back Office

Click on the Contributions menu/Manage Contribution Pages

Choose the page you made in step 1 "Renew Membership By Credit Card - Monthly"

On the right side, choose more/ make a copy. This will make a copy of the contribution page.

A -Find the new contribution page. It will be titled "Copy of Renew Membership By Credit Card - Monthly". On the right-hand side click "configure" link.


B- Start with the Title & Settings. Re-name the page to "Renew My Membership By Check - Monthly" . Again, when the word - Monthly (capitalized) is in the title, the correct payment frequency will be automated for your contribution page. Add images or information about your membership renewal. Click "Save and Next".

C- The wizard will take you to the next step in configuring your contribution page: the Contribution Amounts Tab.
1) De-select the previous recurring CC choice and choose Pay later option. Fill in details. Next choose the and the PLEDGE payment option. Select ONLY the monthly frequency interval.

2)  Add your Fixed Contribution Options, i.e. the name of your membership types and their corresponding monthly fees. This should already be configured from your credit card contribution page. Also, all other tabs should be configured correctly, so when done with editing your amounts page, Click SAVE AND DONE.

Complete this set-up process for other payment frequencies you'd like to offer, such as "Quarterly", "Semi-Annually" or "Paid - In - Full" by creating a copy of the pre-made corresponding credit card contribution page(s) such as "Renew Membership By Credit Card - Quarterly" and so on, renaming the page with the word "Check" and making edits as described above. Remember to click "Save" after every change you make. Again, if all frequency intervals are offered, you will have 4 more new contribution pages in your system - a total of 8 pages in all.

STEP 3: Front End Splash Page

Lastly, for your front end website, complete the following to create a splash page. A splash page is where you will list information about membership renewal and given up to 8 options for your members to choose their payment method (automated credit card or check) and frequency (monthly, quarterly, semi-annually, or paid-in-full). To create a splash page on your front end website, complete the following steps:

1- Create New/ Page
2- Title page "Renew Your Membership"
3- Under Menu area, expand the row and choose menu and menu name (Here I'll make a primary menu titled "membership" that will appear on the top menu bar across my homepage)
4- Add your explanation of the membership online renewal process and any images you'd like.
5- If allowing different payment options, complete a chart of choices
6- The last step is to add hyperlinks to correct Contribution Pages within each chart. To find the URL for each of the contribution pages you created in steps 1 & 2, open a new tab in your internet browser and login to your back office. Find the Manage Contribution Pages under the Contributions menu. From here, locate the correct contribution page (for example: Renew Membership By Credit Card - Monthly) and click on the right-hand "Links" option. Choose "LIVE Page". This will bring up a new tab showing the contribution page. Copy the URL of the page. Go back to your Splash page and highlight the text you'd like to lead to this contribution page. Use the editor icon to hyperlink the text to your contribution page "Renew Membership By Credit Card - Monthly". Complete this step for the remaining 7 contribution pages.
7- Click SAVE.