This article covers the validation process for membership requests, along with a selection of questions we've received through webinars and support requests on this topic.
For other questions related to the request for membership feature, visit this section of our Help Center: Managing Membership Requests
This article covers the following scenarios and topics:
- Finding requests pending validation
- The administrator directly approves the membership request
- The administrator reviews and edits the request
- The administrator declines the request
- Impact on the Community and data
For questions about payment of the membership after a request is approved, please refer to this article.
Finding requests pending validation
Once members have submitted membership requests, you can review them by going to the campaign and clicking on the Members to Validate tab.
By default, the list is filtered to show pending requests that require administrator approval.
To view a request, click Details (the eye icon). From there, you can approve, edit, or decline it.
The administrator directly approves the membership request
After reviewing the request, you can approve it right away. Clicking the Approve Request button reveals 2 options (see below).
Approve the request and send a payment link
The Online Payment feature (not available during your trial period) must be enabled to send a payment link to the member after approval.
The member will receive an email with a summary of their request, the amount due, and a link to complete their payment.
The membership request is confirmed once the payment (or first payment) is successfully processed.
Approve the request and manually record an offline payment
The request is approved immediately upon clicking, and an administrator will need to record the payment manually using an offline payment method.
To learn more about managing membership payments, see our detailed article: Managing Payments for Membership Requests
The administrator reviews and edits the request
When reviewing a request, you can update the member's information and the option they selected.
After making your changes, you have two options: save the request without approving it, or approve it.
Save without approving
This lets you come back and approve the request later. The request will remain in the "Members to Validate" list after your changes are saved.
Examples: documents don't meet requirements, information or supporting materials are missing, etc.
Approve the request
If you're satisfied with your changes, you can approve the request right away.
Example: the selected plan was incorrect.
The administrator declines the request
You can decline the request by clicking the red Decline button.
When you decline a request:
- The membership request is rejected and the user will not be added as a contact in the database;
- No email is automatically sent to the member, but you can add a comment to explain your decision (optional).
Impact on the Community and data
When is the person added to the database?
A person is only added to the Community database once you approve their membership.
If you approve with an offline payment, they are added to the community immediately.
If you approve with an online payment, they will only be added once the payment is completed.
If a profile already contains data, what happens to that data when a new membership request is submitted?
In the case of renewals, for example, you may already have information stored in your members' profiles. Existing data can first be updated by the member themselves (as with standard memberships), and then by an administrator if needed during the validation process.
Can an approved member be automatically assigned to a group when they submit a membership request?
Yes, just like with immediate memberships, you can configure pricing tiers (step 2 of setup) by clicking + options and linking the pricing tier to a specific group.
The member will only be added to the group linked to that pricing tier once the membership is approved.
Why might two membership numbers be identical?
If two or more members register through the same campaign in a single request (for example, a couple, a family, or a group), they will share the same membership number.
Approval of the membership will also apply collectively to that shared membership number.
Learn more:
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