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:
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.
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.
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:
- 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.
- 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.