Similar to how new members can sign up for membership, current prospects and non-members in your system can also accomplish this.
In this Article:
Join from the Member Compass
If they create an account and have a login to the website, they can do it right from their Member Compass.
From their Member Compass, they will see the following "Interested In A Membership? Join Now!" message.
Note: For trade associations, only individuals with management access are permitted to sign their non-member or prospect company up for membership.
If you have enabled non-member account sign-up, and an individual creating a new user account selects a parent company who is a prospect with no existing staff members with management access, they will be added as the Primary Contact upon approval of their new user account. They will then have the option to join from the Member Compass when ready.
Complete the Membership Signup
Once they click Join Now, they are taken through the following three steps:
This section allows the new member to select the member type that best applies to them. Only member types set to show on the frontend appear here unless the applying member is a prospect currently in a "hidden" member type.
They will also only see member types that apply to their current setup situation.
For example, if John Smith is the primary contact of non-member ABC Company, John Smith will be able to sign the company up for membership. John Smith cannot, however, sign himself into an individual member type (unless John himself was a prospect in an Individual member type)
The user will then be prompted to fill out the applicable Key Information fields that you have decided needs to be asked of them.
After the user fills out the appropriate information, they are then asked to checkout for the membership renewal. The system will check the member type settings to determine dues amounts, product add-ons, etc., and present the user with payment options (as applicable).
A Note on Company Members with Seat-Based Dues
If you have any member types with seat-based dues, the frontend experience is slightly different once they get to the checkout cart. Be sure to check out step #4 in this related help article: Company Membership with Seat-Based Dues: Member Experience on the Frontend
Once checkout was successful, the member will be asked to confirm their user account email address. Learn more about this security measure.
After confirming their email address they will land in their Member Compass and see a success message in a green box. This will be located at the top of the page, as pictured below.
If you require approval on the member type:
The message will say: Your new membership checkout was successfully completed, and your membership is now awaiting approval. Thank you!
Their status will be Pending.
If you do not require approval on the member type:
The message will say: Your new membership checkout was successfully completed. Thank you!
Their status will be Current.
Incomplete Membership Signup
If a non-member begins the process of filling out a member application but does not complete the application, the incomplete application is stored in the non-member's Member Compass. When the non-member logs in again, they are given two links where they can resume their application.
Incomplete Application in Member Compass
Non-members can access their incomplete application directly in their Member Compass after signing in.
All previously entered information in the application was saved, so the non-member can simply resume the application at the same point they exited.
There are notifications in the Member Compass that the non-member can click to re-instate their application and complete it from where they left off.
The membership status is also listed as Pending on the Member Compass while the application is incomplete.