Membership System - accu-org/website-v3 GitHub Wiki
- Subscription
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- Subscription types are Full, Full Concession, Basic, Basic Concession and Corporate
- "The ISDF fee helps UK Standards work through a fund to provide financial assistance to technical experts from the ACCU attending standardisation meetings."
- "Voluntary donation to a fund that provides free subscriptions to those who are unable to pay through personal financial hardship or national currency restrictions (largely those in Eastern Europe and developing countries)"
- The system sends an email to the user after successful subscription (text set by membership admin)
- Worldpay sends an email to [email protected] with details of the transaction
- The new user's expiration date is set to the
<end of the current month> + 1 year
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- Expiration
- At six and three weeks to the expiration date, and if still not renewed, on the expiry date the system sends the user a reminder email (text set by membership admin)
- On expiry the user moves to an internal 'grace' state, and stays there for some time (a month?)
- When they leave the internal 'grace' state, they go to 'lapsed'
- I don't think there's any behavioural difference between the members who are in grace or are lapsed
- After some time (another couple of months), the system removes their membership info altogether (losing details of their membership number and past payments)
- Renewal
- The user can renew during the last couple of months (ish?) of their membership. The renewal screen is very similar to the subscription screen, but is prepopulated
- On successful payment:
- the user's expiration date has one year added to it
- worldpay sends an email to [email protected] with details of the transaction
- the payment is recorded
- details of the previous payment are lost
- a receipt will show details of the most recent payment
- Receipts
- The member's profile has a link to a receipt:
- The receipt:
- Admin by Membership Secretary
- Users and Groups
- 3 highlighted areas are all I've ever used:
- Search by username, which populates the list
- Add Group/User which takes you to a form:
- Edit action icons which take you to an edit page:
- 3 highlighted areas are all I've ever used:
- Reports:
The website report tab has only 3 features that I currently use: the Manage Members/Manage Subs screen, the Mailing Labels for Journals report and the Journal Count report.-
Journal Count
It basically calculates the number of CVus needed asnumber of individual members + 5 * number of corporates + the extras requested (always 30)
. The number of Overloads is effectivelynumber of CVus - number of Basic members
. (Pending modification by addition of a 'Receive hardcopy'.) -
Mailing Labels for Journals
Produces a .csv for download of format (NB the Overload/CVu radio buttons don't work):
"FirstLine","SecondLine","forename1","surname1","address1","address2","address3","town","county","country","postcode","Zone Name","PackingInfo"
"ACCU","Membership No 00000g expires 31/12/2014","Andy N","Other","12 Acacia Ave","","","BRISTOL","","United Kingdom","AA1 1AA","UK","CVu + Overload"- FirstLine is used on the address sheet and is always one of: "ACCU", "ACCU Renewal Reminder" and "ACCU Renewal Due, Last Journal", as appropriate
- PackingInfo is always one of: "CVu", "CVu + Overload" and "5 CVu + 5 Overload" (though there are UI elements that suggest other numbers of journals could be mentioned here, I don't think they've ever worked - it could be handy though).
- ZoneInfo
* For corporates, is always one of: "Corporate", "CorporateOS" (OS means "overseas")
* For the rest, it's always one of: "UK","EU","Non EU","USA","Canada","Rest of Europe","Rest of World"
* I'll need to check with the distributor, but I think this could be changed to be one of "UK", "Overseas", "Corporate UK" and "Corporate Overseas"
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Member counts
A cronjob runs SQL on the 5th of each month and sends the result to [email protected]. The result looks like:xar_desc COUNT(*) Full Membership 595 Full Membership, Concession 19 Basic Membership 40 Basic Membership, Concession 4 Gratis 18 Honorary 22 Complimentary 39 Corporate 23 Link to Corporate 1 Link to Joint 1 Electronic 1
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Donation status
A cronjob runs SQL on the 5th of each month and sends a report to [email protected]. The results look like:current_isdfs current_donated current_donors 45 649 57 all_isdfs all_donated all_donors 47 719 62 year month isdfs donated donors 2005 9 1 0 0 2005 11 1 0 0 2012 4 1 0 0 2012 7 0 15 2 2012 8 2 55 3 2012 10 4 3 1 2012 11 1 15 2 2012 12 1 10 2 2013 1 3 95 7 2013 2 4 85 4 2013 3 3 99 5 2013 4 3 26 4 2013 5 4 10 1 2013 6 2 44 6 2013 7 5 71 6 2013 8 9 171 15 2013 9 3 20 4
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Notification of each payment
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- Manage Members/Manage Subs/Crud for member's info
The ringed sections are what I use:
* Find by member id and Find by member surname
Both lead to a CRUD screen for member info: * Add Members
* Manage Subscriptions
* Modify Config
- Users and Groups
- Management of mailing lists
Once per day, the system updates the accu-members mailman list so that it consists of only those members that have currently got the 'Receive Membership Emails?' option selected. It might even do the same for the accu-announce list based on the 'Receive Announcement Emails?' option, but I'm not sure.
- Admin by Membership Secretary
- Better entry for standing order payments
- Not error-prone editing of several fields
- Generate a receipt automatically
- Know how membership has changed with time
- e.g. (though there are probably other, better ways)
- Record all payments made, not only the last
- When members are deleted, we remove their personal info but retain an anonymized record of membership
- e.g. (though there are probably other, better ways)
- Grab an individual CSV for a member's mailing info, so I can print a mailing label
- Manage member's username and email on the same screen as their mailing and subscription info
- Make CVu/Overload Mailing Label reports work
- A way to announce a journal, to those that don't receive a hard-copy, by email
- Include standing-order members in mailing info report for the month after their expiry (since we usually don't see a statement with their payment until after the mailing info has been produced).
- Better entry for standing order payments
- Have staff of corporate members with separate credentials
- Permit joint/group membership (a generalization of corporate?)
- Permit credit-card payments of ad-hoc amounts
- Let users see all receipts, not just their last
- When a member expires (or moves out of grace?), remove them from all mailing lists, not just the managed ones. Complication: mailman subscriptions with email addresses different to the one known to the membership system.
- Allow members to specify an e-mail address for e-mail list [email protected] separately from the e-mail address for their account. See message [Accu-website] Fwd: [Accu-members] EMail address for accu-members.