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Revising bundle membership functionality

About a year ago we have created functionality which was originally called 'Group membership' and later has been renamed into 'Bundle membership' (See http://help.wildapricot.com/display/DOC/Membership+bundles ). Our goal behind this functionality was to make it easy to deal with multi-person memberships (typically sold as a package, a 'bundle'):
* corporate membership
* sports team
* family/household

In a nutshell, for a given membership level you specify that it is a 'Bundle' (limited to NN members per bundle or unlimited). Person applying for membership becomes administrator and can later add members to his bundle at no additional charge.

It sounds like this feature is not quite addressing the needs of our clients and we actively seeking feedback:
* What is missing?
* What is inconvenient/should be changed in current implementation?

here are some specific issues already identified by our clients:
* need to have different fields for the parent record (e.g. company-specific fields) and child records (individual persons).

* Ability to only show the parent record in a particular member directory and then on its profile page provide links to profiles of linked individuals
* Unlink the concept of 'parent' record and 'bundle admin' - right now they are the same.
One possible solution we are considering is to add the ability for these related individual records to be in a different membership level from the parent record. In this way they can be shown/hidden in the member directory as needed - and can use different fields.

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    Dmitry ButerinDmitry Buterin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    102 comments

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      • Team AstraAdminTeam Astra (Membership features, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Theresa, thanks for details.
        As I understand, the issue is that members can't sing-up themselves as part of the firm. The system should recognize them somehow that they are part of the firm or they can select the firm manually. Now they can sign up only as individual members or admin adds them to the firm. Am I right?

        Katya,
        Membership management at Wild Apricot.

      • Theresa CaseyTheresa Casey commented  ·   ·  Flag as inappropriate

        We would like to be able to show when the firm joined and the past history / dates of membership as at time we have firms that do not renew one year, but return another year, but since membership records stay with the individual, if that individual leaves / changes firms (member or nonmember) their past company membership stays tied too their name and not the company name.

      • Theresa CaseyTheresa Casey commented  ·   ·  Flag as inappropriate

        We would like the membership to belong to the company and anyone with an email address with that company would be considered a member. Now if they are not already assigned to a bundle they only have the option to attend a program at the nonmember rate. They're busy, sign up and pay and then ask us for a refund for the difference creating a lot of extra administrative time and hard feelings on the part of our members.

      • Anonymous commented  ·   ·  Flag as inappropriate

        We would like to use this feature for a company to pay for their employees to attend one of our trainings. The bundle admin may or may not be a member of our organization. The way we would like to manage this feature (I apologize if this is repeated anywhere):

        Current members can still sign up for the event on their own.
        Bundle Admin can choose his/her members from member list to add to bundle.
        Bundle Admin can choose to create a member and have it added to group invoice.
        Bundle admin can choose different membership or non member options (our training prices are different according to whether they are members but non members can attend at a higher cost).
        Bundle Admin representative has access to payment options. (Sometimes the manager isn't making the payment, their payroll department will be handed the invoice).
        Group invoicing.

        I think that's it :)

      • Bill BrennerBill Brenner commented  ·   ·  Flag as inappropriate

        Perhaps this has been discussed already however in my opinion the bundle administrator does not work using a single price for a bundle. I cannot imagine that the are a lot of NFP's that would use this. We have many members that have a staff member that pays for their membership and register them for events etc. I would think that it would be very easy to allow a contact to manage any member that assigns the contact as their account administrator. The account administrator would be able to renew memberships, manage events etc for those people in their group and pay all invoices for the members they manage. It is simply to time consuming and cumbersome for our association staff to try and manage the people in a group and adjust membership for the group dependant on the number of members in the group

      • Walt BilofskyWalt Bilofsky commented  ·   ·  Flag as inappropriate

        JimF, I think you can do what you want by adding extra cost items as membership fields. These will appear on dues renewal invoices.

        See this thread: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/14748090-multiple-lines-on-renewal-invoices and this help page: https://help.wildapricot.com/display/DOC/Extra+membership+costs#Extramembershipcosts-Extramembershipcosts)

      • JimFJimF commented  ·   ·  Flag as inappropriate

        We would need to be able to set pricing for family members ("bundle members"). Child members don't pay the same amount as parents do, in fact due to the frequent coaching that the HS children receive their membership costs are greater than that of the parents. Also, some families ("bundles") have more members than others, so how does it make sense to have a single Bundle price regardless of the number of members! Otherwise we're setting up a Bundle for every possible combination of adults & children that might occur. Ouch.

      • SandraSandra commented  ·   ·  Flag as inappropriate

        Have it as an option as not all members have the same site location as the Bundle Admin.

      • TomSTomS commented  ·   ·  Flag as inappropriate

        Allow custom fields for bundle administrator to be carried to all bundle members. E.G. We bundle by the custom field Program name. We would like to be able to have Bundle Administrator Program name be automatically added to each bundle member.

      • Jane SevernJane Severn commented  ·   ·  Flag as inappropriate

        Our members are bundled under the same household (same address, phone, membership level). I'd like the option to revert profile fields (address, phone) to the bundle admin, but customize others (email, photo, cell) to the member.

        I'd also like member summary dashboard, reporting, etc. to toggle between bundles and individual members.

      • Katrina OQuinnKatrina OQuinn commented  ·   ·  Flag as inappropriate

        Yes! This would be incredibly helpful not only to us, but especially for our members who are really frustrated at having to manually enter all the information, which, when you're adding 11 new people for one company, takes a lot of time. The sooner the better :)

      • GailGail commented  ·   ·  Flag as inappropriate

        In our case, the bundle membership is used for household memberships, meaning that all members of a bundle typically share the same contact information except for email address and cell phone number. So I would like to be able to add the option, when adding a member to a bundle, to be able to check a box that says "Same contact information as Bundle Administrator" and then have that information auto fill for the new bundle member.

      • MelanieMelanie commented  ·   ·  Flag as inappropriate

        Balance due needs to be able to be paid by more than just the bundle Admin or person who acquired the cost. For example, I have companies who pass invoices along to a financial department who is not a bundle admin. As an added bundle member they cannot view / pay invoices.
        The option to select what each bundled member can view would be BEAUTIFUL! For example, 5 bundled members total, Selections on... listed in directory, financial access, renewal ability, events etc.

        Hope that's clear as mud or better. Thanks!

      • Cody AndersonCody Anderson commented  ·   ·  Flag as inappropriate

        I think bundling is a great and very useful feature! When adding a contact to a bundle, I would like the option to inherit the address info (or, more generically, any fields) from the bundle administrator. This is useful when the different bundled contacts live under the same roof (e.g., a couple or a family membership) so I don't have to re-enter all the address info for each contact.

      • JimFJimF commented  ·   ·  Flag as inappropriate

        Different members of a family may have a different Membership Level, each individually priced and very likely having different Renewal dates and intervals (there would annual membership for the parent versus a Semester membership for the children). A common discount should apply across all members based on number of members in the Bundle.

        Current system does not allow for separately priced memberships within the Bundle.

        One suggestion I'd seen elsewhere was using a Username vs. Email field to establish "unique" entries. In fact, child members might not even have an email address separate from their Parents', as per the request (https://forums.wildapricot.com/forums/308932/suggestions/8827555).

      • Team AstraAdminTeam Astra (Membership features, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Sarah, thanks for so detailed comment.
        Any information valuable for us and will help to adjust functionality.

        The bundle membership itself is a big area, and working on small changes could solve problems one-by-one.
        Some of your notes already correspond to other existing suggestions, smaller than this one. For example, about fields for bundle administrators only (https://forums.wildapricot.com/forums/308932/suggestions/8827555) or adding contacts to bundle (https://forums.wildapricot.com/forums/308932/suggestions/8826889).
        I copied your comments to these requests. But we still appreciate your comments.

        Another one note: "Only the bundle administrator would pay and all of the contacts associated with the bundle would be free. I am not seeing a way to do this." Probably you meant something different, but it's already in our product. Only bundle admin pay for application and renewal membership, not bundle members. See more details here - https://help.wildapricot.com/display/DOC/Bundle%20administrator%20guide

        Katya, Astra crew
        Membership management features @ Wild Apricot

      • Sarah DidriksonSarah Didrikson commented  ·   ·  Flag as inappropriate

        It is interesting reading the comments because I believe one of the issues is that we all use the system somewhat differently. I am currently testing the system for my association and have been testing out the bundle example. We actually have two different overall types of members where I would want to adjust how the bundle option works.

        Group 1 - Sponsors
        These individuals are companies that become members as sponsors. Only the company pays and then there could be multiple contacts for that company. We also have multiple levels and have limits on each level. The functionality issues I am running into include:
        -I want to sent a limit on the bundle but because it included all of the contacts that will not work for me. I would like it to only count the bundle administrators.
        -Only the bundle administrator would pay and all of the contacts associated with the bundle would be free. I am not seeing a way to do this. One thing to consider is being able to add contacts to a bundle. When you do add a contact to a bundle it turns them into a member.

        We would also like to see an option where certain fields are only available for the bundle administrator. If the bundle administrator is changed those field values would carry over the new administrator. For an example we have a company description, logo and industry. We would prefer to not have each contact see those fields in their profile.

        Our second group is our members and they are individual memberships so we will probably not use the bundle option. Some members work at the same company so we were hoping to figure out a way for the where someone could login and renew memberships for all of the individuals or register them for an event. This could be done with the bundle feature but I can't have multiple cost levels within the bundles.

        Hope that information helps to see other ways to adjust the functionality.

      • BruceBruce commented  ·   ·  Flag as inappropriate

        Values entered into selected bundle admin fields should automatically populate the corresponding fields in bundle member records. This should be turned on and off on a field by field basis.
        Other than that the bundle concept is working well for us.

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