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Membership Checklist

  1. Install Payments2Us
  2. Create Samples
  3. Edit Merchant Facility and update relevant fields including: Grace Days
  4. Edit related Payment Form: "3. Membership".
    1. Mark as Primary
    2. Update "Subscriptions/Memberships" as appropriate.
    3. Edit/Add/Remove Related Payment Options to add Membership Types
  5. Customise Checkout/Donation Form
  6. Setup Receipt Details such as organisation name/address, colours, logos, footers etct.
  7. Update Receipt Email Template Text
  8. Update Receipt Letter Object Text
  9. When using Manual Renewals
    1. Setup Renewal Reminder Email Template
    2. Setup Renewal Letter Object
    3. Setup Renewal Reminder(s) timebased notifications
  10. When using Automatic Renewals
    1. Update Card Failed Email template and make Card Failed Welcome Workflow Active
    2. Update Card Expiry Email template and Setup/make active Card Expiry Workflow
  11. When using Membership Confirmation process
    1. Setup Membership Confirmation Letter Object
    2. Setup Membership Confirmation Email Template
  12. Test with test card details
  13. Clone Merchant Facility and related Payments. Enter production credentials
  14. If required migrate existing Members and set so Automatic renewals are set to go out.
  15. Test production site
  16. Update website to have new Membership Form

Updated at July 27th, 2024

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10.2 November 2024