One of the great things about your Novi AMS website is that users can apply for new memberships and create accounts for existing memberships using the self-service registration features on your website.
Your association staff does not have to be involved any more than you want to be.
There are a few different ways your visitors can setup their accounts, and there are some subtle differences in the way signups work for company memberships vs individual memberships.
We'll take a look at those two different membership types below, but keep in mind that your organization could have both scenarios in play at the same time.
General Signup Process
At the core of the process, both company and individual members sign up for new memberships in a similar way:
Step 1: Apply by clicking the "Join" link (in the upper right of your website) > "View Membership Information."
Step 2: Once there, the user will be presented with a list of member types that are setup to allow frontend registration.
Step 3: After selecting a member type:
- For new company members, the user signing the company up will be asked for information about themselves as well as information about their company.
- For new individual members, your user will be asked for information about themselves as well as optionally providing information about their company or choosing a company that already exists in your member database.
Step 4: Once they've filled out all the information that you've designated as Key Information, they'll be presented with billing options (invoicing and/or credit card only, depending on your settings).
In both cases, if you have the setting to require approval prior to a new member receiving benefits turned on, the member will not be able to access members-only pages or get member pricing for events/products until approved.
They will see this information in their Member Compass:
If approval is not turned on, they will see information similar to this (individuals under a company member will see the company's name as well):
If someone joins from the frontend and selects Invoice as the payment option, the invoice is sent to them via email when they complete the signup & they can also see it in their Member Compass at any time.
Additional Information For Company Memberships
If you have member types that are setup for company membership, users can apply for new membership for their company. If the company is already in your database, a user can sign up for an account under the company.
Once they complete the steps above, both a company member record and a staff member record will be created in your member database and be visible in Recent Signups.
They'll immediately have access to their Member Compass, and the new staff member will be setup with management access for the new company.
If you have member types setup for individual dues-paying members, your users will have the option of applying for a new membership (either with or without a parent company).
Once they complete the steps above, a new individual record will be created in your member database and be visible in Recent Signups. The new member will immediately have access to their Member Compass.
If the new member entered company information and did not choose an existing company, a new company record will also be created and visible in Recent Signups.
If the new member chose an existing company, then an email will also be sent to the company's Primary Contact to inform them of the new individual joining under their company. More info about the notification email sent to Primary Contacts.