Monthly memberships

Nicholas Smith

Hi all!

Our Museum is new to BB Altru and I've been working getting our memberships set up properly. We offer multiple membership levels, and both annual and monthly terms for each. However, I've run into a problem where if you enable both terms on a membership, and someone opts for a monthly auto-renewal, their charge gets thrown into an uncommitted batch due to the tax deductible amount (which is set for the annual term) being higher than the charge amount. When I go into the batch and correct the td amount and then process it, it appears to break the auto-renewal chain entirely, and doesn't try to charge again in the future.

So, after contacting Support, and back-and-forths with Copilot, I've ultimately opted to create separate dedicated memberships for monthly terms only. This makes the webforms look pretty congested and messy, but it's the only thing I can think of. Does anyone have any advice or input on this problem? Thanks!

Micah Nemerever

This is what my org ended up doing as well — setting up separate membership programs for monthly and annual, but with the same membership level names for each. It has worked all right for us in terms of patron usability because our website links to the Blackbaud form for each membership level and term individually (you can take a look here: https://fryemuseum.org/membership). It required a little more work for the web designer, but saved us from having to use the clunky membership program Blackbaud forms. Good luck with your new system!

Nicholas Smith

https://community.blackbaud.com/discussion/comment/314437#Comment_314437

Thank you Micah! I'm relieved to know that it's not just me missing something obvious XD I will discuss with our PR/Comms coordinator re: webform aesthetics. Thanks again!