Configure organisation membership

If your members are businesses, universities, charities or other types of organisations, you should create organisation-specific membership plans to cater to their needs.

Creating an organisation membership plan

  • Go to Settings > Membership plans
  • Create an Organisation plan
  • Choose the form fields that are relevant to the person and their organisation
  • For more information on creating and promoting plans, read Create membership plans

New member experience

A person can subscribe on behalf of their organisation. The organisation will make the payment and the person will manage all communication about membership. The person can also create a user account to access member content.

Viewing an organisation and adding people

When a person subscribes on behalf of their organisation an organisation contact record is created. Here you can view all the people affiliated with the organisation, edit them and add more. You can also link through to the individual contact records for these people and invite them to create a user account.

Giving people the benefit of organisational membership

As soon as a person is linked to an organisation they will get the benefits of any subscriptions owned by the organisation, such as accessing member-only content and tickets.

Editing an organisation subscription

You can edit the organisation's subscription and override the plan cost for a single organisation member.

Video overview

This video explains how this works and how to configure your membership plans.

Still need help? Contact Us Contact Us