About Membership in X-CD
The X-CD Membership Module gives your individual members private access to member materials and to pay their dues.
Integration with the Attendee and Submission Modules, provides single access in ONE place to register for your conference, submit speaker data and make payments linked to their membership type.
You may define and manage groups/committees within membership through group management. You may email and/or download reports for a subset of the membership.
If you require an ability to manage memberships at an organization level, refer to the X-CD Corporate Membership module. View more information here.
Membership Groups
In X-CD, groups may be categorized. Groups that may or may not pay member dues are categorized as Member groups.
An individual contact may belong to one or more Groups and/or Membership Groups.
A Membership Group must be created and then linked to a Dues Category.
The Dues Category dictates the associated member due rate and the term (expiration) of the membership.
There is no limit to the number of Groups or Membership Groups that are defined.
Membership Types
In X-CD the Membership type defines the way the member dues will be handled in X-CD. You membership type could be any of the following:
- Fully Rolling Membership = Uses the payment date of a membership to set the member's expiration date so when the individual submits a payment, the expiration date of an individual's membership is equal to the duration length from the actual payment date. In this case, each member's expiration date is unique to each individual, as it is determined by the date of when a person pays for their membership. For example, if a member submits a payment on May 25th for a 2 year member fee, then their expiration date is set + 2 years from the date of payment.
- Rolling Membership with a Fixed Calendar Expiry Date = Uses a specific month and day of the calendar year to set when all memberships expire. A common date used is December 31. In this case, regardless of when a member pays for their membership, the expiration date will be set to December 31 of the current payment year. An exception, is during the member renewal period which defines how far in advance a member can renew for the following year. When a member is submitting a payment within the renewal period, the expiration date will be set to the following calendar year.
Membership Setup
Regardless if you are migrating your membership from a legacy system or creating a new membership in the X-CD platform, an X-CD Staff member will assist in the creation and configuration of your membership groups and types and if applicable, importing your current member data.
Fees are charged per individual member in the system but will exclude Members who are in the Do Not Contact Me list. To add a contact to the Do Not Contact me list - click HERE.
Related Articles
Managing Member Dues Categories
Create a Member Dues Category Click Dashboard Click Dues Management in left side menu Select Dues Categories in horizontal menu Select Create New Dues Enter a Dues Category Name e.g. Professional Member Select from the dropdown the corresponding ...Linking Payment Gateway to X-CD
You will need to contact your Financial Service provider to obtain your API credentials. The API credentials will consist of an API username, API password and API signature. NOTE: the API credentials are different than your financial service / ...Managing an Individual's Membership
How to Add an Individual to a Member Group? Click Dashboard Click Contacts Module in left side menu Search for the person to be added to the member group Click on the Manage button Click Groups in horizontal menu Click the checkbox next to the ...Email/Download Membership
How to Download a Financial Report of Member Dues From the Admin Dashboard, click Dues Management in the left side menu Click Go button beside the Payment Records Select which member types to include in the report Hint: Hold down CTRL / COMMAND ...Corporate Membership Store Configuration
The Corporate Membership store will initially be configured by X-CD for you. In most instances, a client will only have one corporate membership store. Should you require more than one corporate membership store, please contact Sales@x-cd.com to ...