You can create memberships in the Store section on the Memberships page. You can create a family membership by adjusting the number of members in the membership setup.
Note for PTAs:
Your State PTA likely preloaded its standard membership types on your site. These are designated with a check mark in the State Member Type column. It's important to understand that your State PTA determines these classifications, and they cannot be modified. You do have the option to publish or unpublish them.
You can also add custom memberships. They will link back to your state's member types, and customers will be prompted to select their membership type during purchase. This means options such as 'Student' or 'Faculty/Staff' will consistently appear in the dropdown menu for selection, regardless of your PTA's active offerings. These dropdown options are standardized across your state PTA and cannot be removed or hidden.
Setting up Memberships
Click Store on the toolbar and then click Memberships.
Click the New Membership Product button to create a new membership.
Note: For PTAs, your standard state membership types will already be listed in the store. You can edit these memberships or create new custom/bundled memberships from this page.
Fill out the Membership Details, including Membership Name, Short Description, Long Description, and Number of Members.
Membership Name: The name of your membership product.
Category (optional): Select one category or multiple categories for your product. Categories are created by the organization and are listed in the store toolbar.
Price: Enter the amount you want to sell your product for.
PTA Note: Your membership-level price must exceed the amount due to the state for each member ($6 in the example below; your state PTA may charge a different amount).
Number of Members: Enter the number of members for this membership.
PTA Note: You can only adjust the number of members on new memberships your organization creates, not on those preloaded by your State PTA.
Assigned Account Code (optional): Select from a previously created account code.
Membership Description: Provide details about your membership to increase purchase likelihood.
Preview Text - Add a brief description that shows under the product name in the storefront.
Upload Images for your membership. You can browse files or drag and drop an image.
Note: Hover over the image and click the cropping icon to resize your image.
Note: We recommend using images with a 3:2 ratio or 1400 x 933 pixels. Maximum size is 8 MB.
If you want to collect additional information from your members, add Additional Fields. Click the Add button to add a new field.
Note: Full Name, Phone Number and/or Email, and Membership Type and Year are already included.
Enter Label: This is the name of the item you want to collect. For example, Student Name, Homeroom Teacher, Are you interested in volunteering?
Field Type: Select the type of field.
Make Required: Check this box to make the field required.
Click Save Draft.
Click Publish Now or Schedule Publish at the bottom of the page or using the down arrow next to the Save Draft button.
Select all the Sales Channels where you want the product published.
Show in Online Store: The product is viewable in your online store, including the app.
Show in Point of Sales: The product is visible in the Givebacks POS app for event volunteers to use when selling items in person with a Stripe reader.
Private Listing: Selecting this option hides the listing from your store. It won't appear in public listings but can be accessed directly via a private link once published. (To find the private link, go to the product table. Click the three dots next to the product, select Copy QR Code, and copy the link.)
Select the Publish Date and Publish Time. This is the date and time you want the product to go live in the selected sales channels.
Select Enable expiration to specify a date and time for the product to be unpublished.
Click Publish or Schedule.
Note: Visibility can be adjusted at any time by navigating to the product table, clicking the three dots, and selecting Edit Publishing.
Custom Membership Options
Givebacks offers the flexibility to create custom memberships with unique names to fit your organization’s needs. However, the purchaser must still select from state-determined membership types during checkout. This ensures compliance with state PTA guidelines while offering customization.
However, constraints like mandatory visibility of state-defined types such as 'Student' or 'Faculty/Staff' might limit customization further. You can address these by clearly communicating selection guidelines in product descriptions or by opting for the state-provided default products.
Identifying State Memberships at Purchase
Custom membership products are not initially displayed as state membership types in the system. During the purchasing process, however, purchasers will identify the appropriate state membership type, ensuring the membership counts toward the dues owed to your State PTA.
Dropdown options for membership types, like 'Student' or 'Parent/Guardian,' are predefined by state PTA and cannot be customized. These options remain visible regardless of whether they are actively offered.
Key Takeaways
State membership types are established by your State PTA and cannot be modified.
Custom memberships provide personalization but are tied back to state types during purchase.
All memberships contribute to State PTA dues once purchasers select a relevant type. By understanding these dynamics, you can navigate the membership creation process on Givebacks effectively, ensuring compliance and ease of management. Dropdown lists for membership types are predefined and cannot be altered; however, you can guide members effectively by using detailed descriptions and post-signup adjustments where necessary.
Recommendations for Managing Membership Types
To manage membership types like 'Student' or 'Faculty/Staff' effectively:
Use default state-defined membership products to limit unnecessary options.
Provide clear guidance in membership descriptions to help members make appropriate selections.
Contact Givebacks support if you need to adjust a membership type after purchase.
Questions? Click the "?" icon to contact Givebacks Support.