Creating Memberships (Staff)

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About this course

Learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.  These concepts will help determine if the Neon One membership module is a fit to your specific membership model.  Establish and create membership levels and choose membership global settings within Neon CRM.

Curriculum

  • Introduction
  • Lesson - Introduction
  • Members Vs. Donors
  • Membership Global Settings
  • Lesson - Watch It: Global Membership Settings
  • Building Memberships
  • Lesson 1 - Watch It: Start Building a New Membership
  • Lesson 2 - Watch It: Setting Membership Terms and Pricing
  • Lesson 4 - Create It: Create a New Membership Level
  • Sub-Members
  • Lesson 1 - Watch It: Setting Sub-Member Terms and Pricing
  • Complimentary Memberships
  • Lesson - Complimentary Memberships
  • Conclusion
  • Resources
  • Membership Activity
  • Goodbye!

About this course

Learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.  These concepts will help determine if the Neon One membership module is a fit to your specific membership model.  Establish and create membership levels and choose membership global settings within Neon CRM.

Curriculum

  • Introduction
  • Lesson - Introduction
  • Members Vs. Donors
  • Membership Global Settings
  • Lesson - Watch It: Global Membership Settings
  • Building Memberships
  • Lesson 1 - Watch It: Start Building a New Membership
  • Lesson 2 - Watch It: Setting Membership Terms and Pricing
  • Lesson 4 - Create It: Create a New Membership Level
  • Sub-Members
  • Lesson 1 - Watch It: Setting Sub-Member Terms and Pricing
  • Complimentary Memberships
  • Lesson - Complimentary Memberships
  • Conclusion
  • Resources
  • Membership Activity
  • Goodbye!