New Members
New members join May First by filling out our new membership form, which triggers an email to everyone in the “Receive New Membership Notifications” group in our CiviCRM database.
After filling out a membership form, the contact is added to the database with a membership in the “Requested” state.
Office workers can click the Memberships -> Review Pending May First Memberships menu item to review pending memberships.
After clicking “process” you are presented with a page listing three steps:
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Convert their membership status from “Requested” to “Grace”. This step officially approves them for membership. They are in the “Grace” status since they have not yet paid, but they will be considered a member in good standing for the next 2 months.
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Send a welcome email. This step lets them know they have been approved. And, a templated email is appended to your welcome message that provides them with a boiler plate welcome message, details about their membership and a link to pay their dues. After being sent, you can see the message in the Activities tab of their contact record.
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Setup Control Panel items. This step both sets up their hosting details and also triggers a second email that allows them to click a link and set their initial password.
Note: If a member requests membership and we deny that request, then edit their membership and convert the membership status to “cancelled”.