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Membership Object

Last Updated: 5th December 2023

The Membership object in CommercePro replaces the current Subscription and Memberships in WooCommerce and the MA Membership object in HubsSpot. All details related to membership are stored on this object, and renewals are recorded as deals associated with the membership. Staff lists are made redundant by automatic associations, but this can also be configured to be a manual step required by key contacts.

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Key features

  • All membership information stored on a single object
  • Deals record renewals
  • Key and Billing contacts clearly noted on object
  • Front end access for key/billing contacts to edit details or add staff
  • Configurable credit/bar tab for memberships
  • Associations with other HubSpot Objects
    • Membership to Contacts
    • Membership to Companies
    • Membership to Deals
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About section

  • Core information about the membership
  • EOI accepted is used for the membership application process to indicate if an application was accepted or not
  • Member since is a date field to show start of membership
  • Member type is a dropdown that shows the type of membership (e.g 1-5)
  • Status is a drop down with the current status (e.g active, cancelled, renewing etc)
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Member Benefits section overview

  • Allow credit is a yes/no field that allows credit use at checkout
  • Credit available is the value of credits remaining
  • Credit limit is the overall credit limit
  • Credit resets monthly is a yes/no field that determines if a credit is once-off or recurring
  • Enable invoice payments at checkout is a yes/no field that determines if invoice as a payment option is available for this membership at checkout.
  • Offer benefits is a yes/no field that determines if membership discounts apply to this membership (Eg might be “no” if  a membership is overdue)
  • Price tier is a drop down that determines which product price applies (Eg. member, non member, VIP)
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Financial section overview

  • Subscription payment mode show how this membership is paid (invoice or card)
  • Subscription interval is a dropdown to determine billing frequency (Eg. month or year)
  • Subscription interval billing about is the membership rate for the membership
  • Subscription interval count is a number field that combines with the Interval field to determine the billing frequency (Eg. 2 months means the member will be billed every 2 months)
  • Subscriptions Enable is a field that allows users to update their payment details or renew their membership.
  • The Xero fields store configuration details that determine how a specific product is stored on Xero invoices

 

Address: Privacy Officer, CommercePro, Level 1 114 Ponsonby Road, Grey Lynn, Auckland, New Zealand, 1011 .
Email: support@commercepro.co
Phone: +64 9 360 1404

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