Managing Memberships in coreSTORE and coreFORCE

Explore the comprehensive management tools available for handling memberships in coreSTORE and coreFORCE. This guide provides step-by-step insights into membership creation, settings, and benefits, ensuring a seamless process for both administrators and members.

Looking for video tutorials on this course? Check out the link below for our free online courses featuring videos and detailed step-by-step documentation to support your learning.
Membership Management with coreSTORE / coreFORCE Advanced

1. Creating coreFORCE Membership Settings

Understand the foundational steps for establishing your membership system in coreFORCE, including taxonomy creation and automated processing.

coreFORCE Advanced - Taxonomy: Creating Membership Taxonomy

coreFORCE Advanced - Products: Creating Membership Subscriptions

coreFORCE Advanced - Orders: Establishing Fulfilled Membership Status for Automatic Fulfilment Process)

coreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships

2. Establishing Multi-Member Subscriptions

Configure additional Members and Create additional member subscription types..

coreFORCE Advanced - Memberships: Setting Up Multi-Member Subscriptions

3. Establishing Membership Benefits on coreFORCE

Configure pricing structures, promotions, and discounts to maximize the value offered to your members.

coreFORCE Advanced- Contacts: Creating a Membership User Type for Benefits'

coreFORCE Advanced - Memberships: Using Pricing Structures For Member Pricing Online

coreFORCE Advanced - Memberships: Establishing Member Benefits with Promotions

coreFORCE Advanced - Memberships: Creating a Promotion for No Membership Startup Fee

4. Linking coreFORCE Members to coreSTORE

Learn how to connect your membership settings between coreFORCE and coreSTORE for a unified experience.

coreSTORE- Memberships w/ coreFORCE: Verifying General Settings

coreSTORE- Memberships: Configuring coreSTORE to use coreFORCE Memberships

coreSTORE- Memberships: Linking a Customer Tier to a coreFORCE User Type

5. Establishing Member Benefits in coreSTORE

Define and manage member-specific discounts, pricing rules, and benefits directly within coreSTORE.

coreSTORE - Getting Started: Establishing Price Tiers

coreSTORE - Memberships: Using a Price Rule to Establish Member Benefits'

6. Membership Processes

Manage the entire lifecycle of memberships, including selling, refunding, canceling, and pausing memberships.

coreSTORE - Memberships: Selling a Membership

coreFORCE Advanced - Memberships: Purchasing a Membership Customer Facing

coreFORCE Advanced - Memberships: Processing a Refund Via the Orders Dashboard

coreFORCE Advanced - Memberships: Refunding Membership Payments Via The Contact Menu

coreFORCE Advanced - Memberships: Canceling a Clients Membership

coreFORCE Advanced - Memberships : Canceling A Membership From A Customers Perspective

coreFORCE Advanced - Memberships: Pausing a Clients Membership

coreFORCE Advanced - Memberships : Pausing A Membership From A Customers Perspective

6. Membership Reporting

Generate detailed reports to track membership performance and analyze trends.

coreSTORE - Reports : Membership Sales Detail

coreFORCE Advanced - Memberships: Reporting on Subscriptions and Renewals


This guide will help you master membership management in coreSTORE and coreFORCE, ensuring a streamlined and efficient process for your organization.

Updated on: 12/13/2024