IMPORTANT RULE: One important rule to consider before creating memberships is that patrons in your database can only belong to one (1) membership class at any given time. If you’re going to create multiple memberships, we highly recommend configuring them to really stand out from each other to avoid patrons desiring to belong to more then one membership at the same time.
Memberships enable operators to package a bundle of value (stored value and/or digital coupons) patrons can either buy OR access by joining for free. The Membership module is ideal for users who operate a loyalty and rewards program and seek to differentiate groups of customers for segmentation, benefits bundling or reporting purposes. In other words, you want to treat a certain group of patrons differently with special tiers/benefits not available to everybody else or you just want to charge patrons a fee to join your program.
You can advertise free memberships online OR sell them through a secured checkout page. Selling memberships online requires an Authorize.net account that is connected with your credit card processor. If you don’t have an Authorize.net account, please visit their website at authorize.net or contact your merchant services representative who should be able to assist with setup.
In order to properly configure and advertise memberships for sale over your website your webmaster will require access to the Membership Classes module of the back office. We recommend you create a user profile for your webmaster through the SETTINGS > User Accounts page with MARKETING security clearance
To setup either a FREE or PAID membership advertised online, be sure you're logged into the back office with either Marketing or Administrator security clearance and then perform the following steps:
The value for a membership class is configured in a different page in the MARKETING section. The value created during these steps auto populates as bullet point benefits on your membership splash page if the Membership Splash Page is toggled to Yes in Membership Class edit page.
Please perform the following steps when ready to create the value patrons are entitled to when receiving this membership.
For merchants who want to sell memberships online and fund their bank account directly with membership fees you will need to request the Membership Auto Pay feature in your account and setup an Authorize.net account. Authorize.net is an online gateway that connects with your credit card processing account.
Configuring API Login ID and Transaction Key from Authorize.net for Direct Funding
When a user logs into Authorize.net there is a section on the main menu under the Account tab entitled, "Settings". Click Settings and you'll see Security Settings as shown below. Inside this area you will see API Login ID and Transaction Key link as circled. The user needs to click this link and follow the steps on the page in order to generate an API Login ID and Transaction Key. Please email the API Login ID and Transaction Key directly to Loyal Patron at support@loyalpatron.com to request direct funding configuration.
Enabling Automatic Retry in Authorize.net
In order to properly handle reporting of Membership Auto Pay declined transactions received from Authorize.net, we recommend turning on Automatic Retry under Recurring Billing inside your Authorize.net account. Here is a screen shot of this feature, which is accessible from the Recurring Billing tab in main menu navigation.
2019-09 (v7)
If you have any questions or problems relating to using this integration guide, please email support@loyalpatron.com.
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