Hi,

I need to produce membership lists that differentiate the "sub member".  The group report only gives me 4 members...  We have been working with you on setup and legacy data - but now that the data has been turned over to the book keepers we are having a hard time creating lists to invoice and list members correctly.

Hi,



What do you need to differentiate the Sub Members from?  Have you tried a Group Report?  This groups them by group and lists the Parent and all the Subs.



Or I would suggest running a report on everybody in that plan, and include all mIDs and the Parent mID, that should give you all the relevant information.



I'm not exactly sure how this relates to your invoicing issue, if you have your members join and pay online you would not need to invoice them.



I hope you find this reply useful.  Thank you for contacting Memberize Support.

Hi,



In Memberize Profile and Member Center all the members are listed, not just Parent Members.



As long as the user inputs the appropriate Promo Code they will get the correct Group Rate as configured in the Membership Plans area.  The Parent member receives this code both on their Join Confirmation page as well as their Receipt Email.



All users that input that Code get the Sub-Member rate and are placed "under" that Parent (up to the limit of Sub-Members you have set for that plan).  If they don't pay online they will be in your data as Incomplete Registrants (you can always accept check or cash payments and credit the member in their Activity History).  So the system charges by the Sub-Member, if applicable, or, if the Sub-Rate is $0.00 then the "Parent" Member pays a price for a set number of Employees or Subs...

So if you have a member that is not have their parent listed, in fact, as their "Parent" member then either:



1)  that data was uploaded incorrectly, if applicable

2)  the sub-registrant did not enter the Promo Code when they joined (as mentioned that is how the system links up the Parents and Sub-Members).





This would apply for all of your members, so if your Group report only returns 4 members then you only have 4 associated with a Parent.  You would need to run the Member Report with both the "mID" and "Parent mID" fields to audit that.  Those 2 pieces of information (mID & Parent mID) should be all you need.



If you have this relationship (Parent to Sub-Member) represented we may be able to do some updates or a Member Data Upload such that all the Parent/Sub-Members are aligned in your data.









I hope you find this reply useful.  Thank you for contacting Memberize Support.

Hi,

Sorry it has taken me this long to get back with
you.  I have attached our membership list from your web
database that have parent IDs and matched them to the
member ID that is the same.  I did this by exporting
the file and using access to match the two id numbers. 
This looks good - as far as it is our members with
their spouses.  But they still are not group listed nor
are they in the correct payment plan (notice the
payment plan field has indivdual renew... new
individula... member pluse spouse)

We have setup the payment plan for either individual
new or renew OR individual plus spouse new or RENEW
since we have these four options for individuals.  Is
there any way to link the payment plans of "with
spouse" to add the sub-member?

I appreciate your support and am sorry we did not
work this out before we uploaded our files and you set
up.

thanks,

Hi,



To recap, it looks to me like, and please correct me if I am wrong that you:

a)  have some family or Group membership plans

b)  did not upload those relationships into memberize initially



At any rate, currently you:



c)  have parent/sub-member relationships that are not represented in your Data inside Memberize.





This seems straightforward enough.  In looking at your spreadsheet, however, I see a lot of Members with Parents (that is, they have numbers in your "with parentid_MID" field) who are not in a Group Plan.  In fact, most are in individual plans, so they should not have Parent members in Memberize.



In Memberize, a group plan is a way for one member to sign up, and then have a certain number of members sign up "under" them, ostensibly at a reduced rate.  So the "Parent" would sign up and, say, pay fifty bucks.  They get a code, and anybody (up to a limit you specify) who enters that code can then sign up for free or maybe ten bucks.  If free, a popular setting would be to "link" the Sub and Parent so as long as the latter renews and pays (or cancels, for that matter) the Sub has their status adjusted as well to match that of the Parent.



So that is the purpose of a Group Plan inside Memberize.  If you are linking Parent to Sub for other reasons this may all be moot.



You are welcome to call our toll free and ask any Support Tech questions about this and how we can "fix" your data, if that is indeed appropriate for your needs.





Quick Addendum:



Did we upload this data with the Sub-Member/Parent relationship intact?  If so, the reason you may only be seeing 4 people on your Group report is that is all you have actually signed up under a Group Plan (that is what that report specifies, members under Group Plans).



I hope you find this reply useful.  Thank you for contacting Memberize Support.

Sorry it has taken me so long to get back to
you.

To recap, it looks to me like, and
please correct me if I am wrong that you:

a)  have some family or Group membership plans

b)  did not upload those relationships into memberize
initially



At any rate, currently you:



c)  have parent/sub-member relationships that are not
represented in your Data inside Memberize.

It appears that we are the membership
group plans incorrect or not the way you intended, but
- it will work.  We just remove members with a
parentmid and we have our list - it would be nice to
see the sub members along side of the member - if
possible.

So that is the purpose of a Group
Plan inside Memberize.  If you are linking Parent to
Sub for other reasons this may all be moot.

Not having been there when the data was imported
into memberize - I'm not sure what the thought process
was - but - we are using "group plan" to allow a member
to join and rejoin with a "spouse" or life
partner. 

 I think I have edited our member plans to reflect
this correctly (I hope)- the amount for the sub
member payment is zero (since the member plan cost
includes the sub member) and there can only be one sub
member. 

What I'd like now is for any record currently in the
database and is an active member WITH a parentmid - to
become a member type of "member plus spouse renewal" 
and I think this will fall into place - I made these
plans to link to the parent for membership type and
expire dates of the parent.  What I would like is to
make it retroactive...  And maybe people who log in and
create new memberships will follow the group plan of
new member plus spouse -

I tried to change the default expire date for all
membership plans to be bland so the renew date will
reflect annual but it won't stick - the defaul date of
01/01/1900 keeps reappearing.

We have a membership of 321 with only 70 having
logged onto the website... you can see how we need to
get our data and keep sending out snail main until we
can get more members on the site.  Is there ANY way we
can create a default report so we don't have to
selecting 15 fields every time we create a member
report?

I can not find a support number to call on the
website -- please send me the support telephone
number.

Thanks and I do appreciate your quick responses and
apologize again for my long response times - this is a
part time job for me and I am trying to analyze before
I send you questions.

Hi,



I'm going to reproduce some of your comments, w/ separators, and then respond:



----------------------------------

Not having been there when the data was imported into memberize - I'm not sure what the thought process was - but - we are using "group plan" to allow a member to join and rejoin with a "spouse" or life partner. 

----------------------------------



That is in fact exactly what the Memberize Group Plans are designed to accomplish, but each member has their own data record and login etc.



----------------------------------

What I'd like now is for any record currently in the database and is an active member WITH a parentmid - to become a member type of "member plus spouse renewal"  and I think this will fall into place - I made these plans to link to the parent for membership type and expire dates of the parent. 

----------------------------------



As long as you set the "Link both to parent" this will work as you imagine, provided the Sub-Member has Parent identified.



----------------------------------

What I would like is to make it retroactive...  And maybe people who log in and create new memberships will follow the group plan of new member plus spouse -

----------------------------------



Hmm, what would be retroactive?  In order for the Parent/Sub link (i.e. my Parent expires/renews and so do I) to work that Sub needs to have the Parent identified in the data for that to work.  Isn't that the issue?  You have folks on Group Plans, but with no identified Parent?



At any rate, going forward, prospective members would/could

a)  select group plan, pay dues

b)  receive receipt w/ Promo Code

c)  spouse/partner uses code to sign up for free (if so configured, which you appear to indicate).



----------------------------------

I tried to change the default expire date for all membership plans to be bland so the renew date will reflect annual but it won't stick - the defaul date of 01/01/1900 keeps reappearing.

----------------------------------



I may be misunderstanding you here, but adjusting a plan will have no effect on any member already under the plan, even changing the Default Expire date.  However the plan was configured when a user signed up under it is the pertinent setting.



When you see the "1/1/1900" that is the same as "zero," it is just rendered in date format.  But it should allow you to change that to a date other than zero.  Note you have to enter the date in  the correct format, and then click the update button.



----------------------------------

We have a membership of 321 with only 70 having logged onto the website... you can see how we need to get our data and keep sending out snail main until we can get more members on the site.  Is there ANY way we can create a default report so we don't have to selecting 15 fields every time we create a member report?

----------------------------------



Upon the completion of any Member Report you should be given the opportunity to save that report, right next to the button where you would download (Write To File).







I hope the above is helpful and easy to follow.  Please let us know how we can resolve this for you.













I hope you find this reply useful.  Thank you for contacting Memberize Support.

I must seem so stupid!  I'm struggling to get four
categories for our members. 

1) single new membership (no sub members)

2) single renew membership (no sub members)

3) Couple new membership  (one sub member who pays
$0 and only the parent is prompted in email to
renew)

4) couple renew membership (one sub member who pays
$0 and only the parent is prompted in email to
renew)

I think I have designated the membership plans to
reflect these -

but.....

When I list users with group memberships, some "sub"
members show up with " (group) " below them and  some
as ("sub)" - what is the difference?

A misuderstood question below, I'll
try to rephrase:

When creating a member report - and
fields are selected - we would like to save the report
criteria.  I know I can save the export.

If I want all address fields,
renewdate and parent ID - I don't want to have to
select it each time -

below is the initial
question:

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