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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM 2. Organizing Data Efficiently FREE CHAPTER 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Using price sets for complex memberships


Membership price sets are used in situations where you have a national membership plus regional sub-memberships. For example, you may run a national cycling association with chapters in each state.

How to do it…

We can create a CiviCRM price set and link it to a contributions page for online membership. The price set allows us to apply complex membership options.

  1. Navigate to Contacts | New organization. Create a contact called National Cycling Association. Click on Save and New.

  2. Add the following organizations. These will be NCA Chapters:

    NCA Delaware

    NCA California

    NCA Oregon

    NCA Florida

  3. Navigate to Administer | CiviMember | Membership Types and add a membership.

  4. Set Name to NCA Full.

  5. Set Membership Organization to National Cycling Association.

  6. Set Minimum Fee to $100.

  7. Set Financial Type to Member Dues.

  8. Set Duration to 1 year rolling.

  9. Click on Save and New.

  10. Create four more membership types, one for each NCA Chapter. Set the fee for each chapter to $20.

  11. Navigate...

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