You're setting up your Membership Campaign and want to fine-tune the pricing options. This article will walk you through managing your pricing using the following sections:
- Create your pricing grid
- Link a membership price to a Group
- Manage discount rules for your memberships
- Manage overly long pricing grids
Note: This article shares tips for managing your membership plans and their options. If certain options aren't available in your Membership Campaign, they may not be enabled yet. In that case, go to Settings > Forms & ticketing to activate them. Learn more.
Create your pricing grid
Link a membership price to a Group
When setting up your Membership Campaign, you can configure it so that anyone who selects a specific membership price is automatically added to a Group.
This feature is also available for Donation Campaigns, but not for Event or Product Sales ticketing.
How it works
Your members aren't all the same. You may need to segment them into different Groups based on their membership plan.
For example: you offer two membership prices — an under-25 rate at $15 and a standard membership at $25. It can be useful to know at any time who has the under-25 membership and who is a standard member.
Springly makes this easy by offering automatic sorting of members based on the price they selected at sign-up.
How to set it up
To automate this, go to your Membership Campaign (in the campaign editor) and navigate to section 2 - Membership prices and plans.
Click the gear icon on an existing membership plan. A window will open.
Click + More options, then select Automatically add the registrant to a Group if this option is chosen, and pick your Group.
Once saved, anyone who signs up at the standard price will be automatically added to the selected Group.
To go further, check out the articles on managing your Groups and creating your Membership Campaign.
Manage discount rules for your memberships
With ticketing features (Events, Product Sales, Membership, Donation), you can apply discount rules.
Overview
For each form or ticketing setup, you can configure one or more discount rules that apply across all prices. This works automatically at checkout: the system checks whether the condition is met and, if so, applies the discount.
Several rules can be set when configuring your form or ticketing:
- Number of participants: if a Buyer registers more than 3 participants (including themselves), they receive a discount of $X or X% per participant.
- Buyer's Group membership (specific members): if the Buyer belongs to Group Y, they can receive a discount of $X or X% per participant.
When a discount is based on the specific members option, it's the Buyer's Group membership that matters. For example, if the Buyer is a member, non-member participants will also benefit from the discount.
Discounts do not stack: if someone qualifies for multiple discounts, only the most favorable one applies.
Conditions for applying the "specific members" discount
The discount system checks the Buyer's profile to determine whether a discount should apply. The Buyer is the only person logged in at the time of purchase — participants are not.
When a discount is based on the specific members option, it's the Buyer's Group membership that matters. For example, if the Buyer is a member, non-member participants will also benefit from the discount.
For the discount to apply, the Buyer's Group membership must already be listed on their profile before the transaction. This means they must be logged in and have an existing account before signing up.
How discounts are calculated
When you create a discount, it applies to the entire cart, not to a specific price.
Example: if someone selects Price A and Price B and qualifies for a 20% discount, that 20% applies to the total of both prices.
If you still want to apply price-specific discounts, you can configure individual prices with conditions such as Group membership, number of units purchased, and so on.
Tip: Start with the full cart total (before any discount), then work out what discount to apply to reach your target price.
Setting up a discount
To set up a discount, go to your campaign's Configuration page and navigate to the Membership plan section.
Create your discount rule by clicking Apply a discount. Then fill in the details: a description, the discount amount (as a % or a fixed amount), and the condition under which it applies.
Add as many discount rules as needed, then save.
The "Building membership prices with discounts" page walks through discount scenarios commonly seen among our nonprofit customers, along with solutions for configuring their campaigns correctly. Well worth a look! 💪
Manage overly long pricing grids
Sometimes a pricing grid can get too long, making it overwhelming for potential Buyers. Here's how to fix that.
Reduce the number of plans
The first thing to consider is simply reducing the number of plans you offer.
Ask yourself the following:
- Could any plans be merged?
- Could you handle 90% of sign-ups online and manage the rest offline?
The more complex your pricing grid, the more likely potential Buyers are to get confused.
Create pricing groups
If a long grid is unavoidable, use the Price Group feature.
Overview
This feature lets you group prices together to make your pricing grid easier to read. Users will be able to distinguish between Price Group A, B, or C.
Creating price groups
To create price groups, go to the Membership plans section of your campaign. Click the gray Add a price group button.
Drag each plan into your chosen group using the four-arrow icon. Save. The group is created and the prices are now organized within it.
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