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.

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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