Memberships
The Nimble AMS Membership object and process enables you to easily manage your association's current, future, and past memberships. This can be tuned to a professional association where the memberships are primarily individuals, to a trade association where the memberships are at the organization level with complex flow-down rules, or to a combination of both professional and trade membership features within the same organization.
Concurrent Memberships
Nimble AMS currently supports only one membership by default. If your organization requires concurrent memberships, please contact our Services Team for a customized solution.
Membership Configuration
Memberships in Nimble AMS enable you to customize and configure records in a variety of ways through special pricing, membership types, proration rules, and membership products.
Membership Management
Memberships can need to be modified for a variety of reasons - maybe someone no longer has the qualifications required to retain a membership and need to move to a different tier, or they need to cancel half way through. Whatever the reason, you can easily manage and adjust constituent memberships by using our standard features, or you can customize and create new processes to suit your needs.
Membership Terms and Elements
Membership Element | Description |
|---|---|
Membership Type | A record that stores basic membership-type information such as term and flow-down functionality |
Membership Type Product Link | A record that connects the Product to the Membership Type record. This record stores the purpose and stage for each type of membership. This record also can override the price and term. |
Product | A record that stores the membership's basic price and description. |
Special Price | An optional record that defines special pricing for different constituents; depending on data such as prior membership type, length of continuous membership, or account type. |
Price Class | A record that defines which price classes are available to constituents for special pricing. |
Grace Period | A field that allows a constituent to continue an expired membership for a noted amount of time before they are required to renew their membership, or else lose their membership benefits. |
Re-Instate Period | A field that allows a constituent to renew a lapsed membership for a noted amount of time before they are required to rejoin their membership. |
Status Flag | A status flag is an indicator used within a Nimble AMS to represent the current state of membership. The status flag is typically represented by a color code, each color symbolizing a different state or status of the membership. These flags provide a quick visual reference for understanding the status of memberships at a glance. Color code Indicators : Blue = Future, Green =Current, Yellow=Pending, Grey=Expired, Red=Cancelled, Orange=Grace. |
Account Element | Description |
|---|---|
Account | A constituent record to which the Membership record is connected; a constituent can also be linked to multiple accounts through the use of affiliations. |
Membership | A record that represents a membership for a specific Account; is easily viewed through a related list, which lists each membership a constituent has had over time. |