{"id":4777,"date":"2020-08-27T15:05:48","date_gmt":"2020-08-27T13:05:48","guid":{"rendered":"https:\/\/www.kananas.com\/en\/documentation-8\/contacts\/cotisations\/cotisation-sans-contact\/"},"modified":"2024-08-30T16:10:23","modified_gmt":"2024-08-30T14:10:23","slug":"automatic-membership","status":"publish","type":"page","link":"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/automatic-membership\/","title":{"rendered":"Automatic membership"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">No more handling checks and paper forms, with Kananas you can automate the management of your memberships.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the automatic management of contribmembershipsutions, the member will be able to choose their membership level and pay online during their first membership request, or will be invited to renew it when their contribution has expired (email + payment in the space staff).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How to activate automatic membership management:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1 \u2013 Define one or more products as used to manage membership: \u201cshop\u201d menu, then select the product and change the \u201cUsed for membership\u201d field = yes. Possession of this product (in the contact&rsquo;s basket) will be used by the software to check the validity of the membership.<\/li>\n\n\n\n<li>2 \u2013 Define membership levels. In \u201conline settings\/membership\u201d, add membership levels. In the definition of the level link it to a product created above. To force online payment for the product upon membership, set the \u201cOnline payment required\u201d field to Yes. NB: this step is only useful if you wish to activate membership online.<\/li>\n\n\n\n<li>3 \u2013 To trigger the automatic sending of an email when the membership expires: \u201csettings\/automatic email\u201d menu then \u201cAdd\u201d button. Configure your automatic email with a trigger = \u201cend of membership\u201d. In the body of the email, indicate to the member that they can renew their membership by going to their personal space at the address: https:\/\/backoffice.kananas.com<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about contact management<\/p>\n\n\n<ul class=\"wp-block-page-list\"><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/member-import\/\">Member import<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/customizing-folders\/\">Customizing folders<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/customizing-views\/\">Customizing Views<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/access-rights\/\">Access rights<\/a><\/li><li class=\"wp-block-pages-list__item has-child\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/\">Membership<\/a><ul class=\"wp-block-navigation__submenu-container\"><li class=\"wp-block-pages-list__item \"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/automatic-membership\/\">Automatic membership<\/a><\/li><\/ul><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/tag-folders\/\">Tag folders<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/cart\/\">Cart<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/family-management\/\">Family management<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/notes\/\">Notes<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership-cards\/\">Membership cards<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/personal-space\/\">Personal space<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/statistics\/\">Statistics<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/donations\/\">Donations<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/associative-pass\/\">Associative pass<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/medical-certificate\/\">Medical certificate<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"<p>No more handling checks and paper forms, with Kananas you can automate the management of your memberships. With the automatic management of contribmembershipsutions, the member will be able to choose their membership level and pay online during their first membership request, or will be invited to renew it when their contribution has expired (email + &#8230; <a title=\"Automatic membership\" class=\"read-more\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/automatic-membership\/\" aria-label=\"En savoir plus sur Automatic membership\">Lire la suite<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4776,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","footnotes":""},"class_list":["post-4777","page","type-page","status-publish"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/4777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/comments?post=4777"}],"version-history":[{"count":5,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/4777\/revisions"}],"predecessor-version":[{"id":5867,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/4777\/revisions\/5867"}],"up":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/4776"}],"wp:attachment":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/media?parent=4777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}