From ace27955bc390cd78adb4f8afe652a380dc80a18 Mon Sep 17 00:00:00 2001 From: therealthagomizer Date: Tue, 11 Nov 2025 17:03:40 -0800 Subject: [PATCH] [ADD] CRM: Membership/Partnership module page Co-authored-by: Felicia Kuan --- content/applications/sales/crm/optimize.rst | 1 + .../crm/optimize/member_partner_module.rst | 49 +++++++++++++++++++ 2 files changed, 50 insertions(+) create mode 100644 content/applications/sales/crm/optimize/member_partner_module.rst diff --git a/content/applications/sales/crm/optimize.rst b/content/applications/sales/crm/optimize.rst index 634073c795..809bb1e1ac 100644 --- a/content/applications/sales/crm/optimize.rst +++ b/content/applications/sales/crm/optimize.rst @@ -11,3 +11,4 @@ Optimize your Day-to-Day work optimize/gamification optimize/utilize_activities optimize/lead_enrichment + optimize/member_partner_module diff --git a/content/applications/sales/crm/optimize/member_partner_module.rst b/content/applications/sales/crm/optimize/member_partner_module.rst new file mode 100644 index 0000000000..2eac432729 --- /dev/null +++ b/content/applications/sales/crm/optimize/member_partner_module.rst @@ -0,0 +1,49 @@ +=============================== +Membership / Partnership module +=============================== + +The Membership / Partnership module allows for the creation and sale of memberships. Memberships can +be sold through both sales orders and subscriptions products so that businesses can organize and +interact with customers as members. This allows for: + +- measuring membership activity, inactivity, sign ups, and churn rates +- viewing membership renewals and expirations +- following up on membership dues and associated payments +- communicating with members, including sending email blasts based on members' current status +- assigning different membership levels to members +- organizing members-only events +- creating membership lists populated with contact info and other details about members. + +The Membership / Partnership module vs. the Membership app +========================================================== + +Beginning with 19.0, the **Membership** app has been replaced by the Membership / Partnership +module. This module captures all of the functionality of the **Membership** app, but in a module +that is better integrated with other essential apps without requiring a specific **Accounting** +module. This replacement does not break any existing membership information when upgrading to 19.0. + +App integrations with the Membership / Partnership module +========================================================= + +Once activated, the Membership / Partnership module is fully integrated with both the **Sales** and +**Subscriptions** apps. The module is also compatible with the **eCommerce** app, allowing customers +to purchase memberships through business's websites. + +Finally, the Membership / Partnership module is compatible with pricelists both before and after +sales. Price rules can be set before memberships are sold and applied after they are active. + +Activating the new module +========================= + +The Memberships / Partnerships module can be activated within the **CRM** app. To activate the +Memberships / Partnerships module, go to :menuselection:`CRM app --> Configuration --> Settings`. In +the :guilabel:`CRM` section, check the :guilabel:`Membership / Partnership` box to activate the +module. The name given to affiliates can also be customized. By default, it is set to `Members`. + +.. seealso:: + - :doc:`../../../sales/sales` + - :doc:`../../../sales/subscriptions` + - :doc:`../../../sales/crm` + - :doc:`../../../essentials/contacts` + - :doc:`../../../sales/sales/products_prices/prices/pricing` + - :doc:`../../../websites/ecommerce`