|
| 1 | +=============================== |
| 2 | +Membership / Partnership module |
| 3 | +=============================== |
| 4 | + |
| 5 | +The Membership / Partnership module allows for the creation and sale of memberships. Memberships can |
| 6 | +be sold through both sales orders and subscriptions products so that businesses can organize and |
| 7 | +interact with customers as members. This allows for: |
| 8 | + |
| 9 | +- measuring membership activity, inactivity, sign ups, and churn rates |
| 10 | +- viewing membership renewals and expirations |
| 11 | +- following up on membership dues and associated payments |
| 12 | +- communicating with members, including sending email blasts based on members' current status |
| 13 | +- assigning different membership levels to members |
| 14 | +- organizing members-only events |
| 15 | +- creating membership lists populated with contact info and other details about members. |
| 16 | + |
| 17 | +The Membership / Partnership module vs. the Membership app |
| 18 | +========================================================== |
| 19 | + |
| 20 | +Beginning with 19.0, the **Membership** app has been replaced by the Membership / Partnership |
| 21 | +module. This module captures all of the functionality of the **Membership** app, but in a module |
| 22 | +that is better integrated with other essential apps without requiring a specific **Accounting** |
| 23 | +module. This replacement does not break any existing membership information when upgrading to 19.0. |
| 24 | + |
| 25 | +App integrations with the Membership / Partnership module |
| 26 | +========================================================= |
| 27 | + |
| 28 | +Once activated, the Membership / Partnership module is fully integrated with both the **Sales** and |
| 29 | +**Subscriptions** apps. The module is also compatible with the **eCommerce** app, allowing customers |
| 30 | +to purchase memberships through business's websites. |
| 31 | + |
| 32 | +Finally, the Membership / Partnership module is compatible with pricelists both before and after |
| 33 | +sales. Price rules can be set before memberships are sold and applied after they are active. |
| 34 | + |
| 35 | +Activating the new module |
| 36 | +========================= |
| 37 | + |
| 38 | +The Memberships / Partnerships module can be activated within the **CRM** app. To activate the |
| 39 | +Memberships / Partnerships module, go to :menuselection:`CRM app --> Configuration --> Settings`. In |
| 40 | +the :guilabel:`CRM` section, check the :guilabel:`Membership / Partnership` box to activate the |
| 41 | +module. The name given to affiliates can also be customized. By default, it is set to `Members`. |
| 42 | + |
| 43 | +.. seealso:: |
| 44 | + - :doc:`../../../sales/sales` |
| 45 | + - :doc:`../../../sales/subscriptions` |
| 46 | + - :doc:`../../../sales/crm` |
| 47 | + - :doc:`../../../essentials/contacts` |
| 48 | + - :doc:`../../../sales/sales/products_prices/prices/pricing` |
| 49 | + - :doc:`../../../websites/ecommerce` |
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