Kindful Basic Membership Management Best Practices
If your organization offers memberships, use Kindful’s Campaigns, recurring transactions, and cart API for basic membership management you can easily manage from within your Kindful database.
The following setup provides an optimal user experience for members and best practices for admin users’ workflow.
1. Create Membership Campaigns
The name is not important, but having campaigns to filter membership payments is key. Often a single “Memberships” campaign is sufficient, but separate membership levels could be set up as “Gold Membership” and “Platinum Membership”, for example.
2. Link all membership recurring payments to Membership Campaigns
By ensuring all membership recurring payments are linked to the membership campaigns, filtering and creating reports around memberships is simplified.
(Optionally) Leverage Kindful’s Cart API to set up membership landing page
This allows you to have a membership page on your website where you can list your membership levels and/or packages. Create a call-to-action that links to a Kindful checkout page with the membership payment amount and recurrence information. For example, here’s a Kindful cart page with a preset Membership Campaign, a fixed payment amount, and an annual recurring payment for today’s date.
NOTE: Reference https://developer.kindful.com/docs for the latest documentation about using the Cart API and on which parameters can be used to meet your specific needs.
Here’s an example of what your Membership Website Page could look like. List your membership levels and have hyperlinks to custom Kindful checkout pages per membership level.
Here’s an example of what your Kindful Checkout Page could look like. Campaign, Recurrence, and Amount are preset and locked.
3. Create and Schedule Reports tailored to your needs
A common example would be to see which memberships will be renewing next month. For that you would filter Contacts to: Has Recurring Transaction (Yes), To Campaign (Memberships), Gave In Month (input the Month for 11 months ago).
Another example is to find all recurring transactions that occurred to a specific campaign in a specific month. It is likely that admin users want to know all the recurring transactions that were created 11 months ago. Here’s an example report for this: http://g.recordit.co/brVq9VxyxN.gif
If memberships will be paid by cash or check, Kindful has an “offline” recurring transaction feature which can be enabled for “offline recurring” reporting. Please contact email@example.com if you need this feature enabled on your account.
Grant 3rd-Party Website Access to Members with Kindful Credentials
Kindful customers can use OAuth to give their members access to a member portal on their website to access members-only content.
For this functionality, please refer to our developer documentation for instructions on setting up an OAuth Application: https://developer.kindful.com/v1.0/docs/oauth-user-access
For example, the Sea Turtle Project is using OAuth to allow members to login to their member portal on their website. A member will click on Member Login and a Kindful login opens where the member must enter their Kindful credentials. Kindful checks to see if that member has a recurring transaction to Sea Turtle Project’s Membership Campaign.
If the member does have a membership set up, they are authenticated and redirected to the Sea Turtle Project’s Member Portal.
Very Important Things to Note
- Using OAuth is a technical integration which will require engineering resources not provided by Kindful
- Kindful does not support dynamic grouping. For example, if someone changes membership level, Kindful will not automatically put that contact in a different group.
- Kindful does not send automatic renewal notices to members. For example, if a contact’s membership renews next month, Kindful will not automatically send an email notifying the member of their upcoming renewal.
- There is no feature for setting an "expiration date” for a recurring monthly, quarterly or annual transaction. In this model of using recurring payments for memberships, memberships will auto-renew until action is taken.
- Admin users have to manually update the membership level for a member that wants to change their membership level.
- If membership fees change in amount, admin users will need to go into each existing recurring transaction and change the amount for each member’s recurring transaction.