** If you would like to create one of these, you must first contact us to turn this service on. This is a quick and simple thing for us to do and can be done in a matter of minutes. **
(Note: Tiered plans based on employee counts will not be able to be joined online. If you have 1 or more tiered plans based on employee count, the JOIN link will tell the prospect to contact the chamber directly to sign up fro this plan. This tiered structure is based on "benefits" that you can list.)
1. Log in as an administrator to chamber organizer.
2. Click on the link for "Member database"
3. On the top left, click on the link for "Plans" (Note: you might have to create new plan names to use with this new "member benefit" tiered feature)
4. Scroll to the very bottom and click on the link titled "Membership Plan Features"
5. Inside here, click "add New feature" to add a new feature (also considered a member benefit)
(NOTE: When you are adding your new features, to make sure your charts do not end up with all kinds of holes, you want to start with the lowest membership plan and list all of those features, and then add new features based on the next level up, then the next level up, and so on)
6. In the Add New Feature field, write the Description of the feature, Internal notes are optional - and only seen by admins if you need it, and then for the feature type there are 3 options: 1) "simple" - applies to every member every time they register for that plan, whether new member or renewing member; 2) "New Member Registration Only" - this applies to ONLY new members; and 3) "Renewal" - this applies to ONLY renewals. NOTE: most chambers use simple for all of their features because they want their members year after year to get all of the same benefits. However, one example that might be listed in some plans as "New Member Registration Only" could be something such as "Ribbon Cutting Ceremony")
7. After you add each feature it will take you back to the list of features where you can repeat the steps to add more new features (which you also will see that you will be able to edit, delete, and move up or down in case you made a mistake in location). Once you have finished adding your last feature and moving them where you want them so they are in order, then you will be at the "Membership Plan Features Page."
8. AFTER you have added all of your features , then you want to click on the link at the top left that says "Plans List" to go back to your plans.
9. Click on the Pencil (edit) icon next to the plan you wish to assign the benefits you just chose to. (I recommend that you begin with the lowest plan first and again work your way up from there).
10. Inside the plan (edit) scroll to the very bottom and click on the text that says "Click here to add features to this plan."
11. Once you have clicked on that link, you will see a list of ALL of the Features that you added in step 6 & 7 with check boxes to the left of them. Put a check in every box for every feature you want made available in THIS plan that you are editing right now. (Note: if you forgot a feature, you can actually add/edit available features at the very bottom here, but please note that you will want to move the feature you add/edit into its proper location to avoid gaps in your chart)
12. Once you have checked all of the boxes that you want for that plan, click "continue" at the bottom of the list. This will take you back to the "edit" area for that specific plan you were working on.
13. Scroll to the very bottom again and click inside the box for the "Matrix Color" and then using the color chooser, pick the color you would like for this particular bar on the graph. Once you have chosen your color, click "continue" (Note: if you choose the color BEFORE going into the check boxes to choose the features for that plan, when you click "continue" on the features chosen page, then matrix color will not have saved and will be reset and you will have to do it again - so you must wait until after you have chosen the features for that plan.)
14. This will take you back to your list of all of your plans. Now move on to the next level up and repeat steps 9-13 for your next level plan.
15. Continue steps 9-13 for each of your plans that you want listed as a tiered (member benefits) plan.
16. This will complete what is required to set up this tiered structure. Now you just have to make it live.
At any time that you would like, you can see what the status of this is looking like before making it live on your site by going to MMS Configuration --> System Links --> Link 2.4(c) and clicking on that link. Then, when you are ready to make this LIVE on your site, you simply replace the "join" link(s) that are currently on your site with the link 2.4(c) and your new tiered plans will show live.
