January 22, 2025 | 5 min read
Introduction
Eventact's Membership Management feature empowers organizations to streamline their membership operations and enhance member engagement. Membership management allows organizers to offer exclusive benefits to members, such as discounted conference tickets and access to exclusive event add-ons. This article provides an overview of Eventact's Membership Management feature and the process of defining membership levels, managing member information, and creating registration form options for members.
Enable Membership Management
Ensure membership management is activated in your Eventact subscription plan. If not, contact Eventact to update your plan.
Define Membership Levels
Membership levels are defined using 'Parts' in Eventact. A "Part" is like a skeleton for each item in the price.
The part definition defines some properties for all pricelist items based on it. In the context of membership management, each membership level (e.g., "Basic," "Premium," "VIP") is represented by a distinct Part. Go to the Pricelist - Part List under Settings at the company account level, choose Part List for Membership in the drop-down, and create (add New) a Part for each membership level or tier.
Manual Membership Control
Membership information includes the membership level (tier) and its duration. For each Contact in your Eventact contact list, you can view and change their current membership status. The membership status is displayed alongside the member's name and organization at the top of the contact details page.
To update the membership details, navigate to the "About" tab on the contact details page and scroll down to the membership details section. Then, click "Edit" to select the member type and specify the membership expiry dates.
Create a Project or Use Existing One
You can allow potential members to select and pay for a membership by creating a unique membership project or adding membership options to an existing event registration form. To create a unique project for membership orders, start by creating a new Eventact project. When selecting the project type, choose "Membership." Then, proceed to set up the registration module.
Setting up Membership Pricing and Periods
After you have created a basic registration module, the next step is to add a price list item for each membership type. To do this, go to the Registration - Pricelist and create a new item for every membership.
Connect each item to the corresponding membership level or type. Specify the duration of the membership by either setting a fixed expiration date or defining a period starting from the order date. Make sure to set the appropriate prices for each membership as well. You also have the option to use promotion codes, support multiple currencies, and implement order-dependent pricing plans.
Enabling Members to Register as Members
To allow registrants to select the membership type they require, add a membership selection field to the form. Once the registration is submitted successfully, Eventact will update the Contact's membership details.
Messages and Emails
You can embed membership information in emails using the following tokens:
{Contact.MembershipLevel}
{Contact.MembershipExpiry}
Special Pricing for Members
Eventact enables you to limit item availability to specific membership levels using eligibility criteria or advanced expressions. In addition, you can create a members-only price plan, which allows for the definition of specific pricing that applies to members only.
Restrict Item Availability
Use "Eligible Registrants" in ticket or item settings to limit access to members only. For more specific conditions, use Expressions based on {Contact.MembershipLevel} (e.g., "Available to 'Gold' members").
Create a Member's Only Price Plan
To define a dedicated price plan specifically for members, go to the price plan list and add a price plan. Click the checkbox that makes it available only to members. You can also specify dates dependent on members-only price plans, such as early bird members. After defining the price plan, edit each relevant item and enter the member price.
Further Assistance
Have questions or need help setting up your membership features? Contact the Eventact Support Team today and let us help you maximize the benefits of using Eventact member management.