Managing Memberships
1.Set Up Membership Types
1.Go to "Settings" on the Main Navigation Bar and select "Contacts Settings"
2.Click the "New Type" button under the Membership Types section
3.Fill in the Membership Type and Code
4.If desired, populate the Dues Amount
5.Click "Save"
6.Repeat steps 2-5 for as many membership types as you need
2.Set Up Membership SubTypes
1.Go to "Settings" on the Main Navigation Bar and select "Contacts Settings"
2.Click the "New Membership SubTypes" button under the Membership SubTypes section
3.Fill in the Membership Sub Type and Code
4.Click "Save"
5.Repeat steps 2-4 for as many membership subtypes as you need
3.Set Up Membership Renewal Letter
1.Go to "Settings" on the Main Navigation Bar and select "Contacts Settings"
2.Click "New Template" under the Letter & Email Templates section
3.Type in a Name for the letter template
4.Customize the letter template and insert place holder fields as needed
5.Click "Save"
4.Set Up Membership Dues Receipt
1.Go to "Settings" on the Main Navigation Bar and select "Contacts Settings"
2.Scroll down to the Pledge & Receipts Letter Templates section
3.Click the "Edit" button
4.Expand the Membership Dues Receipt Accordion
5.Customize the receipt template and insert place holder fields as needed
6.Click "Save"
5.Create Contact Record, if needed
1.Go to "Development" on the Main Navigation Bar and select "Contacts"
2.Check to make sure the contact is not already in PastPerfect by typing the Last Name into the Simple Search Box and scanning through the results
•If the contact already exists, go to the Contact record, and continue to the next set of steps.
3.Click "New Record"
4.Fill in the required fields: ID No, Last Name
5.Populate the rest of the fields as needed
6.Click "Add New Record"
7.Enter in any additional information, including the fields on the Address & Phone Numbers Accordion
8.Click "Save" in the Edit Bar at the top of the screen
6.Enter Membership Information for New Member
1.Click "Edit" in the Edit Bar at the top of the Contact record
2.Expand the Membership Accordion
3.Populate the Membership Name, Membership Type, Payment Interval, and Date Joined fields
4.If desired, enter additional information: Membership SubType, Joined as a Result of This Campaign, Campaign Activity
5.Click "Save" in the Edit Bar at the top of the screen
7.Join an Existing Membership
1.Be sure the joint member's contact record has been created
2.Navigate to the primary member's contact record
3.Click "Edit" in the Edit Bar at the top of the screen
4.Expand the Membership Accordion
5.Click the "Add" button on the right under Other Contacts included in the Membership
6.Locate the joint member by using a filter or browsing
7.Select the joint member using the check box to the left
8.Click "Add All Checked Records"
9.Click "Save" in the Edit Bar at the top of the screen
8.Enter Dues Payment & Print Dues Receipt
1.Click "Edit" in the Edit Bar at the top of the Contact record for the primary member
2.Expand the Membership Accordion
3.Click "Add Payment"
4.Fill in the required fields: Date, Amount, Paid Thru, Type of Payment, and Membership Type
•If Type of Payment is "Check", you will also need to fill in Check or Reference No
5.Fill in additional fields as needed
6.Click "Save" on the pop-up window
7.Click the "Not Sent" hyperlink in the Receipt Sent column
8.Customize the receipt on the letter screen as needed
9.Use the "Email", "Save as PDF" or "Print" options to produce the receipt in the desired format
10.Choose whether you want to add the entry to the Mail & Contact Log
11.Close the Membership Dues Receipt pop-up window
12.Click "Save" in the Edit Bar at the top of the screen
13.To print a mailing label, click "Letters" in the top right of the Contact record, click "Print Label", and follow the prompts
9.Print Bulk Dues Receipts
1.Go to "Development" on the Main Navigation Bar and select "Pledges & Receipts"
2.Select "Membership Dues Received" in the Left Sidebar
3.Click "Add Filter"
4.Select "Date" as the Field
5.Select "Greater Than Or Equal" as the Condition
6.Type in the beginning date for the dues payments that need receipts printed
7.Click "Add Filter" again
8.Select the radio button for "and"
9.Select "Date" as the Field for the second line
10.Select "Less Than Or Equal" as the Condition
11.Type in the ending date for the dues payments that need receipts printed
12.Click "Apply"
13.Browse through the resulting records to be sure they are ones for which you want to print receipts
14.Click "Email or Print Dues Receipts"
15.Select one of the output options: "Print Mailing Labels", "Print to PDF", "PDF Preview of Emails" or "Send All Emails Now"
16.Choose whether you want to add the entry to the Mail & Contact Log
10.Create Individual Renewal Letters
1.Go to "Development" on the Main Navigation Bar and select "Contacts"
2.Locate the primary member to whom you want to send the letter
3.Click the Id No hyperlink to access the contact record
4.Click "Letters" at the top of the Contact record
5.Select your membership renewal letter under Letter
6.If emailing, select the email address you wish to use
7.Select one of the output options: "Save as PDF", "Send Email" or "Print Label"
8.Choose whether you want to add the entry to the Mail & Contact Log
11.Create Bulk Renewal Letters
1.Go to "Development" on the Main Navigation Bar and select "Contacts"
2.Click the "Upcoming Membership Renewals" fixed list
3.Browse through the resulting records to be sure they are ones for which you want to print renewal letters
4.Click "Email or Print Letters"
5.Select your renewal letter under Letter
6.Click "View Letter" if you want to review it. Then close the letter.
7.If emailing, decide if you want to include secondary or other email addresses
8.Select one of the output options: "Print Mailing Labels", "Print Letters to PDF", "PDF Preview of Email" or "Send All Emails Now"
9.Choose whether you want to add the entry to the Mail & Contact Log
12.Change Primary Member
1.Navigate to the current primary member's contact record
2.Click "Edit" in the Edit Bar at the top of the screen
3.Click the Membership Accordion bar to expand it
4.In the Other Contacts included in the Membership section, click the "Change Primary Member" button
5.When the modal opens, select the contact who should be the new primary member for this membership
6.Click "Yes" to confirm
7.The Included in another Membership field will now display the name of the new primary member
8.Click "Save" in the Edit Bar at the top of the screen
For additional information, see Membership.