Membership is the basis of an association, so one of the main goals is to provide a user-friendly signup process. However, each association is different, so Novi gives admins the ability to dial in their online membership applications and many of the related processes to suit their needs.
This article will outline the steps to follow on the backend of your site, so you can fully automate your association's new member signup. We'll also show you what users will see on the frontend, and also what information they can and cannot edit.
Creating Your Membership Application
Before your members can signup for membership, you'll want to ensure that your settings are set to meet your needs as an association.
1. Setup Member Fields
Novi has a standard base set of fields that can be shown and/or required on company and individual records. You can turn off or require any of these according to the information you want to collect.
2. Setup Custom Fields
In addition to the standard Novi member fields, you most likely have additional data to collect. This can be done by creating custom fields. If any of your dues rules are based on member-specific information, such as unit count, you'll need to create a custom field for this as well.
3. Setup Key Information Fields
We know it's more important than ever these days to have a simple, streamlined and efficient member signup process on your website, so Novi has the concept of "Key Information" fields. Instead of asking users to fill out every single field of information you'd like to collect from them during signup, you can now determine which fields they need to fill out during the initial process and which can be filled out via their Member Compass at a later time.
4. Setup Member Types & Dues Rules
Now that you've determined which fields should be completed when a new member joins, you'll need to create and/or review your Member Types and corresponding Dues Rules. Each member type that is set to allow frontend registration will be displayed on the Membership Information page of your website.
5. Consider Additional Settings
Now that you have the basics down, dive a little deeper into more settings that affect your membership.
- Allow Users to Change Their Parent Company (or lock down to admin-only)
- Allow Non-Member Signup
- Review How Members Can Renew Themselves
The Member Experience: Member Signup on the Frontend
Once you have your settings above dialed-in, if you allow frontend registration, the sections below highlight what your members will experience.
New Member Signup (No Current Record In The System)
When a user selects a member type on your website, they will be taken to a membership application where they will see the fields you setup as Key Info. After completing the required information, their dues will be calculated based on the dues rules for that member type.
If an individual is signing up for an account under an existing company membership, or gaining access for the first time to their existing individual membership, they will create a user account to get logged in to the website.
New Memberships from the Member Compass
If a prospect or non-member already has a user account login on your website, they will also land on their Member Compass after logging in. From here, they can also signup for membership, and they have the option to switch their member type.
- Signing Up for New Membership as a Current Prospect or Non-Member
- Manual Renewals from the Member Compass
Other Information You Should Know
When logging in to your site for the first time, users may not know that they already have a record in your system and will attempt to create a new record. Luckily, Novi's duplicate detection can save you from having multiple records for one person. Once they attempt to create a new record, Novi will let them know.
Member Compass Overview
Once the member is logged in, they will land on their Member Compass, which is their online profile and guide to their membership information within your association. All logged in users will be able to see their dashboard with their membership status, transactions billed to themselves, their event history, their order history, and their own personal profile information. Depending on the member's level of access, they may also have access to the company's profile, staff list, and transactions for related contacts.
Locked Down Fields
These fields are locked down on the frontend of your website and require the member to contact association staff to make edits. All other fields (that are not internal-only) can be updated by the member on the frontend.
- Parent Member - For individual profiles, this is a setting on your site, so it's up to you if members can edit this field or not. For company profiles, they will need to contact you to update their parent company. Learn more about this setting.
- First Name
- Last Name
- Company Name