On this page
- Overview
- To add an organization member type
- To assign custom attributes
- To set a landing page
- To add renewal settings
- To configure key contact settings
- To add pricing settings based on number of linked profiles
Overview
Organization profiles do not belong to an individual member. Rather, the organization profile is an aggregator profile that contains information about the organization. An organization's dues may be based on the number of linked profiles tied to that organization, or a custom attribute. Automated renewal reminders are sent to the email address in the organization profile.
Within the organization profile and tied to the organization member type, you can have individual linked profiles and key contacts. Linked profiles are member profiles that belong to the organization, while key contacts are linked profiles responsible for managing the organization profile. This article details how to add organization member types to your MC Professional account.
For more information, view our help article on managing organization member types.
To add an organization member type
1. Navigate to Database > Member Types.
2. On the Member Type Management page, click ADD AN ORGANIZATION MEMBER TYPE.
3. In the Add an Organization Member Type pop-up window, enter a name for your organization member type and linked member type (the member type linked profiles will be assigned to). Select your pricing structure, and decide if you'd like to copy another group's permissions. You can base pricing structures on:
- Number of Linked Profiles: This pricing structure is based on the number of linked members attached to the organization.
- Attribute-based pricing: This pricing structure is based on a custom attribute. For instance, the attribute could be an organization's qualifications. Pricing could be structured around whether or not the organization has met that qualification.
Click SAVE when you're finished.
For Attribute-based pricing, the custom attribute needs to be assigned to the organization member type using the ASSIGN CUSTOM ATTRIBUTES button on the Organization Member Type Settings page.
4. On the Organization Member Type Settings page, update the General Settings for the organization.
The organization profile does not belong to an individual. The organization is managed by a linked profile, assigned as a key contact.
5. Decide if you want to Require approval for new members. If enabled, new members will enter pending status until they are manually changed to active status by an administrator.
To assign custom attributes
1. On the Organization Member Type Settings page, click Assign Custom Attributes. Then, select the custom attributes that you want to include for this member type.
2. Click SAVE when you're finished.
To set a landing page
1. On the Organization Member Type Settings page, click the SET LANDING PAGE button. Linked member profiles attached to an organization of this member type will land on the specified page when they log in through your website.
Linked profiles are individual members linked to the organization member type.
2. On the left side toolbar, select which area of your website you want to link to. By default this is set to /member-landing-page. The Link Text and Link URL fields auto-populate with the selected page's information.
3. In the Page Target drop-down menu, you can select whether or not you want your landing page to open on the Same Page or a New Page. Click the INSERT THIS LINK button when you're finished.
You cannot set an external website as your member landing page.
To add renewal settings
1. On the Organization Member Type Settings page, navigate to the Renewal Settings section.
All new member type's Renewal Payment and Membership & Expiration Settings pull from your Default Member Type Settings. If this member type requires different settings, you need to update your default settings before creating the member type.
2. In the Auto-Renew dropdown menu, you can set Auto Renewals to off, required, or optional.
Before enabling this option, ensure your payment processor is configured to support auto-renewals
3. Click Define Renewal Paths to determine whether members of this type have the ability to change to a different member type during renewal.
4. You can toggle on or off the ability for your members to Renew from Member Profile. If enabled, a dropdown menu with two options displays. You can allow your members to either generate an invoice and renew in their profile, or re-direct them to a URL. With the latter option, you can redirect them to your renewal form.
To configure key contact settings
1. On the Organization Member Type Settings page, scroll down to the Key Contact Settings section.
2. You can toggle on or off the ability for your key contacts to assign other key contacts to the organization member type.
To add pricing settings based on number of linked profiles
1. On the Organization Member Type Settings page, scroll down to the Pricing Settings section.
2. Click ADD A PRICE POINT to add pricing tiers based on the number of linked profiles attached to the organization. If your member type expiration settings are based on Date, you can click EDIT PRORATION to set up proration settings for each tier. You can also check off Set a maximum number of linked profiles in this section to limit the number of profiles an organization can link.
3. You can set up pricing tiers like the screenshot example above where pricing is based on a range of linked profiles, such as organizations that have 2 to 10 members or 11 to 25 members. Or, you can set up pricing on a per profile basis. This means the organization is charged based on the exact number of profiles linked to the organization. Skip to step 5 if you don't want to include pricing on a per linked profile basis.
4. To set up pricing per linked profile: In the Total Number of Linked Profiles column create line items that resemble 2 to 2 members, 3 to 3 members, 4 to 4 members, and so on. You can create line items up to 10 to 10 members and set price points for each tier in the Price column. Then, in the price per additional profile field set a price for adding additional linked members.
In the screenshot example below, pricing for organizations with 1 linked profile is $110.00. Pricing for organizations with 2 linked profiles is $220.00. At the lower end, price per linked profile is $110.00. However, you might want to reduce the cost per profile for organizations with more than 5 linked profiles. In the below example, pricing for organizations with 5 to 9 linked profiles is reduced to $100.00 per profile and the price for 10 or more linked profiles is reduced even further to $95.00 per profile.
On your membership form, the total price for the organization is calculated based on the number of linked profiles included on the form. In the screenshot example below, text is added to the top of the membership form outlining that pricing for 1 to 4 members is $110.00 for each linked profile and $100.00 per profile for organizations with 5 to 9 linked profiles. Pricing is $95.00 per profile for organizations with 10 or more linked profiles.
See our article on membership forms for more information on configuring your membership application form.
If you want to grant key contacts the ability to add linked profiles to their organization membership, please reach out to our support team. We can enable this on your behalf. However, we don't recommend enabling this if member type pricing is based on the number of linked profiles attached to the organization. Extra fees, associated with added linked profiles (by key contacts), won't be charged until the organization's next renewal invoice is generated.
5. In the Advanced Pricing Settings section you can add additional pricing rules, added onto the base price of membership. These rules are driven by the values of your selected attributes. You can set advanced pricing rules after checking off the Enable Advanced Pricing box. As an example, you could add additional costs for large organizations that require extra space at events and include an event space attribute field on your membership form.
Attributes that are included in your advanced pricing rules need to be manually added to your membership application and renewal from.
For information on managing your organization member type, see our article here.