There are two types of list associated with membership
Membership Lists
this type of list has one row for each membership - its includes RPIs which have a type of Membership
The list includes the following stats
MembershipAmount is the amount currently being paid for membership products
NonMembershipAmount is the total of non-membership products on the RPI - e.g. donations
NewMembershipAmount is any amount which will be applied in the future for a price change
TotalAmount is the total all products on the RPI
MemberCount is the number of members associated with the membership
GiftMembership - this will contain Yes if the constituent paying for the membership is not the primary member, otherwise it will contain No
The name and contact details columns prefixed
Payer - e.g. Payer_LastName, Payer_Personal_AddressLine1 -
are the details of the person or organisation paying for the membership
often this will be the same as the primary member, however if the membership is being paid for by some else - e.g. gift membership it will be different
Member - e.g. Member_LastName, Member_Personal_AddressLine1 -
are the details of the primary member
if the primary member is not linked to a constituent then the contact details of the payer will be used
The membership salutations and label names - e.g.
Membership_Salutation - come from the RPI - if these are not set then any salutations and label names from the primary member will be used
Member Lists
this list works with RPIs which have a type of Membership
it returns one row for each member associated with the RPI - i.e. if a membership has two members then both members would be included on this list
the contact details for constituents are determined as follows
If the member is linked to a constituent then the contact details from the constituent are used
If the member is not linked to a constituent but the primary member is linked to a constituent then the contact details from the primary member constituent are used
If the member is not linked to a constituent and the primary member is not linked to a constituent then the contact details from the payer constituent are used
Memberships is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
The Donorfy Academy features a learning course for Memberships - enrol here