Website Integration Guide – Memberships

Before you are able to start using your Memberships web page, you need to tell Sumac which payment processor to use when charging a donation. To do this go to Sumac Console/Utilities/Customize Database/Preferences/Payments. In the Payments area you are required to enter information about your merchant account. For more information about setting this area up, see our How-to Video.

Before you are able to see a list of memberships available online, they must be created in the database. To do this, follow our How-to Videos for the memberships area. If you have more questions, please see our Users Guide for detailed information about every field in the database. The memberships web page allows your contacts to easily log on to your page and purchase, or renew a membership. The user is provided with all possible memberships that they are eligible to purchase. Once they select the membership, they are able to complete payment information at the bottom and click buy membership. The image below is an example of the membership page for an organization:

Website Integration

Fields Available

The membership page allows users to interact with information from your sumac database and select the membership option best for them. Below is a list of fields that a user can enter data into, or interact with that affect the information that Sumac enters into your database. Note that if the Data Entry Format column has an entry of “None” then this means that the user does not interact with this field, but you can change what Sumac displays here from within your database.

Customization

The Memberships web page follows a set structure outlined in the web package and you are not able to change many things about the appearance of this page. Few settings, however are accessible from within the database, and are all listed below.

Send automatic email with every membership sign up

Sumac is able to send an automatic email to each person that purchases a membership through your web page. To set this up, you must first specify a list of templates that Sumac can use in Sumac Console/Utilities/Customize Database/Lookup List select Areas: Memberships, and Lookup List: Document Templates.

Once Sumac has a list of templates that it can use, set the templates that Sumac should use from within the Membership Type Lookup List, in the Template drop down menus.

Set Rules for Sumac’s Online Membership handling

You are able to set more rules for how Sumac handles memberships purchased online from Sumac Console/Utilities/Customize Database/Preferences/Memberships Tab in the Website Integration area. Here you can set:

  • A check box that tells Sumac to only allow the current type of membership to be renewed online.
  • A check box where sumac will start the new membership when the last one expired in the case of renewals.

Troubleshooting

A Membership Type is not Showing Online

Most times, when a membership is not showing online, it could be for two reasons. To solve this problem, go to Console/Utilities/Customize Database/Lookup List select Areas: Memberships, and Lookup List: Membership Type. In the Membership Type window, ensure that the “Do not show on web” and “Inactive” check boxes are not set. If either of these check boxes are set, then the membership type will not show online.

Issue with Payment Processing

If you are experiencing an error related to payments or credit card processing, you should consider the following:

  1. You may need to tell Sumac which payment processor to use when charging a payment. To do this go to Sumac Console/Utilities/Customize Database/Preferences/Payments. In the Payments area you are required to enter information about your merchant account. For more information about setting this area up, see our How-to Video.
  2. In the same lookup list as step one, ensure that any payment type you would like to see online has the checkbox “Show On Web” set. To access this, double click the payment type you are concerned about.
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Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Pledges & monthly donations
  • Fundraising campaigns
  • Event management
  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increase revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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