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How to Offer or Show a Membership Product

Some products, like membership dues, are offered, instead of required, to accounts, allowing them to select the membership they prefer.

Updated over 3 weeks ago

Some products, like membership dues, are offered, instead of required, to accounts, allowing them to select the membership they prefer. In this situation, we can build a product using the Show in the Show / Hide / Require Rules to offer a product to an account.

This tutorial walks you through setting up product visibility and show rules based on criteria like account type or payment status.



Use Case Example: Offering Family Membership Dues for Offered Membership Accounts

We’ll walk through how to offer a Family Membership Dues product for members with an Offered Membership account type.

1. Select the Product to Edit

  • Go to your Products list and choose the product you want to apply rules to (e.g., Family Membership Dues).

  • This product should have the Fee Type set to Membership Fee.

2. Edit Product Rules

  • Click Edit on the product.

  • Scroll down to the Show/Hide/Require Rules section.

  • Click Apply Rules checkbox

  • Under “Apply Rules,” choose Show since this is an offered product.

4. Add Account Type Rule

  • Click Add Rule.

  • Set the Rule Type to Account Type

  • Set the Comparison to Is

  • Set the field to Offered Membership

  • This means the product will be offered for accounts that are currently a Family Membership account type.

  • Set the Next Rule Relationship to And

  • Note: If not adding another rule, leave Next Rule Relationship blank.

5. Add Payment Status Rule

  • Click Add Rule.

  • Set the Rule Type to Payment Status

  • Set the Comparison to Is

  • Set the Field to Unpaid

  • Now this means the product will be offered for accounts that are Offered Membership account type AND are Unpaid payment status.

6. Save the product

  • Scroll up to the top of the product settings and select Update.

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