Requirements Summary
- Members renewing online (self-service) are invited / encouraged to upgrade their membership when they renew.
- In-house staff can also change / upgrade membership types when processing a renewal (currently staff can only renew with the same membership type).
- Membership record continuity is maintained (i.e. membership type is updated in existing membership record, membership join date is maintained, etc.)
Sponsorship Info
Estimated sizing: 40hrs
Need to Raise: $3,000
Seed Funding Committed: $1,500
Check the Make it Happen page for the latest sponsorship totals.
Labels

2 Comments
Hide/Show CommentsJan 05, 2011
Herb v
This is an interesting development! I'm glad this is being taken on. I have worked with a client that has some members that switch back and forth between lower and higher memberships. It makes it difficult to deal with automatic renewal reminder emails and reports of new vs. renewed memberships. A member may get a renewal reminder even though they had just renewed at a different membership level/type; their old membership continues to show up as being in grace or expired. And it makes it hard to figure out the continuity in memberships in order to find out the renewal rates versus the new. I always wondered why I hadn't heard of other people having the same issue.
I had created a cludge as a workaround, but would like a more elegant solution (a new membership status override was created called "switched" plus a custom module to automate it somewhat). I will try to wrangle some MIH money form the client for this.
I hope this solution is not just about "upgrades" but will also maintain the continuity if a member decides to "downgrade" as well. And I hope it allows the admin to select which membership types could be considered "upgrades" of each other. And maybe - since I'm providing some wishes anyway - a way of merging older memberships so they will appear together as an upgrade path.
Thanks!
Herb
Jan 06, 2011
David Greenberg
I've added a link to the detailed spec above. The spec covers a significant portion of your requirements (allows change of membership type without regard to "downgrade" or "upgrade"). The idea of grouping membership types into "related sets" has come up in several contexts - but is not part of this effort.