Membership Payment Options
Today, we only support Invoice based Membership payments. This model is fine for some situations but can create the "chasing money" paradigm. We will be adding the following options that will be configuration on a Membership basis (using page/module settings).
- Invoice Me (Current Option)
- Pay In Full - Charge my card when approved.
- Installment Payments - Configuration to support payments over a period of time. Including an optional down payment. In the settings, you will be able to spread payments out evenly.
As part of this change, we'll be adding a Confirmation message regarding storing of credit card information if the user chooses an option that requires a credit card on file.
Is This You
We will be adding an additional workflow and message to handle situations where member accounts are not active (have been disabled previously). This workflow will alert an administrator about the request to be re-activated. This will allow the administrator the ability to decide on how to handle any open invoices and decide whether they have to be re-apply.
We have added a new flag for contacts that allows the member to direct emails regarding invoices.
We will be adding address verification check to the Membership Registration process. This will ensure that addresses are correct (or more correct).
Currently our system allows you to sell "add-ons" during the Registration process. We will be adding functionality for Members to purchase items outside this process.
Account Based Membership
In 7.1.0 we delivered the core functionality for configuring and management of sub-accounts. But, there is more to do:
- More control over your sub-account records, i.e. updating their address or email.
- Adding a setting so that Account owner can only invite x number of members. This will be controlled at the Membership Configuration level.
Automatic Downgrade Option
Currently, when a grace period has been reached the system can automatically "withdraw" a member. This essentially disables their account. This feature would complement this feature with allowing for "downgrading" to a different membership level. This would allow for limited access to site instead of no access. This would also allow the user to still reach their profile page to pay open invoice(s) and become "current".
Smaller Associations may not look at Membership statuses on a daily basis. An automated email with summary information about your association will help keep administrators up to date with upcoming and overdue renewals.
Add to Calendar Feature on Receipts
Add token to Emails to support add to calendar (Google, Outlook, etc..)
More Granular Pricing Options
Ability to target roles (CEO, CIO) for pricing
Engage AMS currently has a feature called Broadcast. We will be consolidating its functionality into the Dashboard so that any place you have a list, you can send a Email/Text. This includes our out of the box Reports.
Note: All new emails will be in the form of a template like all other emails.
Email Templates - Sample Messages
As part of the email template editor we will be adding functionality so that you can send a sample message to yourself or someone else for review. This feature will allow administrators to test layouts on all devices.
We will add support for:
- Tokens that can be used in all outgoing emails.
- Storage of Email Templates created by users.
Engage AMS will soon provide the necessary APIs to act as an Identity Provider (idp). This means that your users will authenticate in the usual way but through configuration automatically sign users into other systems that support SSO. i.e. TalentLMS.
Integration - We will be adding integration points with the following systems:
- Higher Logic