Running a successful membership campaign

Open day and night

Your members join from their phone, at any time, and pay online. No more forms to copy out or cheques to pay in.

Records always up to date

Each membership arrives with the information you need, in a table you can export whenever you like.

Prepare your rates

Before you start, list your options: full rate, reduced, family, student… and how long membership lasts (a year, a season, no limit).

Start creating

In the menu, click Memberships, then New plan. Enter a Membership name: its public link will be donoor.org/a/your-membership.

Choose the price

Fixed amount, Free or Pay what you want.

Choose the duration

Duration counts from each person's sign-up (one year by default). Fixed dates gives everyone the same end date, handy for a sports season. No limit means the membership never expires.

Present the membership

Add an Image and a Description: what the membership includes, its benefits, the year's programme.

Create the membership

Click Create the membership. It is saved as a Draft: no one can see it until you have made it live.

Add your rates

In Settings › Rates, click Add a rate: name, description, amount (Fixed price, Pay what you want or Free) and duration. The pencil edits an existing rate.

Offer options

In Options, Add an option offers a paid or free extra: jersey, licence, insurance… You can turn on Mandatory option and Limit quantity.

Link an option to one rate… or to all

By default, an option is set to All rates. Turn on Choose the applicable rates, then tick the rates you want: for example, the jersey only for seniors.

Ask your questions

In Form, click Add a field: text, date, choice, yes/no, address or File (document) for a medical certificate. Make it Required if needed, and limit it to certain rates with Choose the relevant rates. Last name, first name and email are already asked for.

Adjust the parameters

In Parameters: Limit the total number of members, Private membership (only reachable through the link), an optional donation on top of the membership, Automatic proration and Requires approval.

Create promo codes

In Promo codes, click Create a promo code: a discount as a Percentage or a Fixed amount, with a number of uses if you wish.

Save

Click Save in the banner at the top: all your changes are saved in one go.

Make it live

Click the status button at the bottom of the membership menu (Draft), then Publish, and confirm with Activate.

Share it

Right next to it, Copy, Share and Embed on my website spread your membership on WhatsApp, social media, by email, as a QR code or on your website.

Joining

The future member chooses their rate, fills in their details, ticks their options, answers your questions, enters a promo code if they have one, then pays: Apple Pay, Google Pay, card or PayPal.

The membership card

They immediately receive a confirmation email with their membership card as a PDF and its QR code. They can also find it in their donor area.

Open the list

In your membership, open Members: each member with their membership number, rate, options, period and amount paid.

Open a record

Manage opens a member's record: their payments, answers and history. You can Change plan, edit their Options, Resend the membership card or Mark as expired.

Add a member

Add a member signs someone up by hand: their contact details, rate and answers, then the payment (cash, cheque, bank transfer…).

Search and filter

Search by name, email or membership number, and filter by status or rate.

Import and export

Import a file adds an existing list from an Excel or CSV template. The download icon exports the list as Excel, CSV or PDF.

Turn on approval

In Settings › Parameters, switch on Requires approval: sign-ups must then be approved before payment. The future member sees the Send my request button.

Handle requests

In Members, open the To process tab. For each request, click Approve or Decline (with a reason if you like).

Choose when membership starts

When approving, choose Once payment is made or Now, and tick Email the payment link so the member can pay online.

Record offline payments

A member paid in cash or by cheque? Click I've been paid to approve their membership.

Follow your members

The Members tab lists each member with their number, status and dates. Filter by Active, Expired or Pending, and export the list.

Automatic sending

As soon as the membership is paid or approved, the member receives an email with their membership card as a PDF, to print or keep on their phone.

The card's QR code

When scanned, it opens a page showing “Active membership”, the membership number and the expiry date, with the words “Verified by Donoor”.

Check at the door

In the Donoor app, open the membership in the Memberships tab and tap Scan a membership card. Point at the QR code: the screen shows Valid membership, with the name, the plan, the options and the end date.

Resend a card

A member has lost their card? Open their record and click Resend the membership card. They can also find it in their donor area, under Memberships.

Automatic reminders

30, 15 and then 7 days before their membership ends, each member receives a “Your membership is expiring soon” email at 9 am. You don't have to do anything.

Send reminders yourself

In the membership's Mailing section, write to members who are Expiring soon (less than 30 days) or to Expired members.

Renewal on the member's side

Members renew from their donor area, under Memberships, with the Renew button, or by going back to the membership page.

Open the mailing

In your membership, open the Mailing section.

Choose the audience

All members, Active members, Expiring soon or Expired members.

Write

Fill in the Subject and the Message. The “Hello [first name]”, your logo and your colours are added automatically.

Check and send

Check how it looks with Preview, then click Send and confirm. An email that has been sent cannot be recalled.