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Membership

Guide prospective members through the join process.

The distribution has two methods for informing visitors of membership options and driving them to the member management system for sign-up

1 - Membership Calculator

This simple application provides an interactive “membership wizard” with location and pricing options to attract members. It is the default membership experience.

The Membership Calculator is bundled with the distribution in the openy_calc module.

Configuring the Calculator

The Membership Calculator uses Membership content items. Those will need to be created in order for the Membership Calculator to function.

First, create a Membership node for each membership type your Branch or Association offers. Then, inside each Membership node, add a Membership Info Paragraph with the details of that membership at each of your Locations.

The Membership Calculator is a three-step process:

  1. Membership Type
  2. Primary Location
  3. Summary

Membership Type

This step lists the Title, Image, and Description of each published Member node.

A screenshot of the membership calculator Type step.

Primary Location

This step provides a map with radio buttons for the member to select their primary location. Every location listed in the YMCA Website Services Location Filter Settings (see Troubleshooting section below) is listed.

A screenshot of the membership calculator Location step.

Summary

This page provides a link for the member to continue their registration, or a message indicating the selected membership is not provided at the selected location.

A screenshot of the membership calculator summary step with a price listed.
A screenshot of the membership calculator summary step showing no membership available.

Placing the Calculator on a page

Once configured, the Membership Calculator can be placed on a page using:

Troubleshooting

On some sites, the second step of the Membership Calculator may not show any locations. In order to resolve this, visit Administration > YMCA Website Services > Settings > YMCA Website Services Location Filter Settings and ensure that any Branches you want to use in the location search are checked.

A screenshot displaying the Location Filter settings.

2 - Membership Framework

This application is built on Drupal Commerce and provides advanced options for building a membership journey.

The Membership Framework is distributed in the openy_memberships repository and must be added and installed on top of the base distribution. We recommend working with your development partner if you wish to go this route.

Check out the Membership Framework sandboxes for a demonstration.

Membership Landing Pages

To get started with the Membership Framework you will first need to create a number of landing pages.

The examples below use Paragraphs, but similar pages can be created using Layout Builder blocks and the Membership Framework custom block.

Membership Builder

  • Go to /node/add/landing_page
  • Title: Membership Builder
  • Layout: Two Columns with left sidebar
  • Header Area: add “Small banner” paragraph and fill the fields
  • Content area: add “Memberships” paragraph (it has pre-filled fields)
  • Sidebar Area: add “Block Container” paragraph with “Memberships Desktop Sidebar” skin
    • Block_ref: choose “Paragraph container” with “Memberships Menu Container” title
  • Sidebar Area: add “Simple content” with “Memberships Button” skin and link to builder in content:
<p><a class="btn btn-primary" href="/membership-builder"><span class="text">JOIN THE Y</span></a></p>
  • Sidebar Area: add “Sidebar Menu” with “Memberships Sidebar Menu” skin to create your Memberships Menu with these items:
    • Membership Types
    • Member Benefits
    • Discounts
    • Corporate wellness
    • Free Trial

A screenshot of memberships menu settings page.

  • Sidebar Area: add “Block container” with “Memberships Feature card” skin. Use “Feature Card” block type with any content allowed in this block
  • Save the landing page

Membership Types

  • Go to /node/add/landing_page
  • Title: Membership Types
  • Layout: Two Columns with left sidebar
  • Header Area: add “Small banner” paragraph and fill the fields
  • Content Area:
    • add “Simple content” paragraph with “Membership Simple Content” skin and text
    • add “Membership Types Listing” with “Membership Types” skin
  • Sidebar Area: follow the same steps for “Membership Builder” page
  • Save the landing page

Member Benefits

  • Go to /node/add/landing_page
  • Title: Membership Types
  • Layout: Two Columns with left sidebar
  • Header Area: add “Small banner” paragraph and fill the fields
  • Content Area: fill the area with content. An example is shown in the next screenshot
  • Sidebar Area: follow the same steps for “Membership Builder” page
  • Save the landing page

A screenshot of the member benefits landing page creation.

Discounts

  • Go to /node/add/landing_page
  • Title: Corporate wellness
  • Layout: Two Columns with left sidebar
  • Header Area: add “Small banner” paragraph and fill the fields
  • Content Area: fill the area with content. An example is shown in the next screenshot
  • Sidebar Area: follow the same steps for “Membership Builder” page
  • Save the landing page

A screenshot of the discounts page creation.

Corporate Wellness

  • Go to /node/add/landing_page
  • Title: Corporate wellness
  • Layout: Two Columns with left sidebar
  • Header Area: add “Small banner” paragraph and fill the fields
  • Content Area: fill the area with content. An example is shown in the next screenshot
  • Sidebar Area: follow the same steps for “Membership Builder” page
  • Save the landing page

A screenshot of the corporate wellness page creation.

Free Trial

  • Go to /node/add/landing_page
  • Title: Free Trial
  • Layout: Two Columns with left sidebar
  • Header Area: add “Small banner” paragraph and fill the fields
  • Content Area: add “Simple content” with a description
  • Content Area: add ”Webform” with “Memberships Free Trial Webform” skin and “Memberships Free Trial” webform
  • Sidebar Area: follow the same steps for “Membership Builder” page

2. Membership Products:

  • Go to /admin/commerce/products
  • Click on + Add product, then choose Membership
  • You’ll see these fields:
    • Title
    • Description
    • Add-ons (used in specific cases, skip for default setup)
    • Total Available
  • Subfields:
    • Related Add-on (skip for default functionality)
    • Age groups (select age groups, usually Adults, Youth, Seniors)
    • Total Available (number of people allowed for age group selected above for the membership product. You can add multiple groups by clicking “Add another item” for Family memberships)
    • Total Free (designed for cases where extra people are allowed in the membership, but with an additional fee. Fill with the same value as Total Available for default functionality)
  • Branches in the product (use if a membership is specific to a branch. If “None” is selected, the membership will appear for all branches)
  • A typical setup is shown in the following screenshot
    A screenshot of the product creation display.
  • Click on the “Save and add variations” button (or go to the “Variations” tab if editing a previously created product)
  • A typical setup for variations of a membership is shown in the following screenshot
    A screenshot of a product variations configuration.