Difference between revisions of "Member Management"

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=== Create Member ===
 
=== Create Member ===
 
* RT ticket generated automatically when a new member signs up through the website.  Occasionally a member comes to us in person and signs up, typically to pay by cash and in that case, we don't really have the best system in place to manage that ongoing subscription.
 
* RT ticket generated automatically when a new member signs up through the website.  Occasionally a member comes to us in person and signs up, typically to pay by cash and in that case, we don't really have the best system in place to manage that ongoing subscription.
* Search the member site for an existing profile using '''both''' the PayPal email address and the name found in the RT ticket.  Doing both searches is important as someone may have changed their name, for example in the case of marriage.  The PayPal payment email might also have changed and in this case, the RT ticket that is generated appears otherwise indistinguishable from a new subscription.  Additionally, if a PayPal subscription becomes suspended, given our current PayPal product, it appears that we can reactivate the profile, but that is not the case.  Only with PayPal Pro can we manipulate (other than cancel) the member's PayPal subscription.  If the member follows the procedure outlined in the suspended subscription email, then they will create a new subscription.  In this case, we need to both reactivate the original member profile, and resolve the suspended RT ticket sitting in the deathrow queue.
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* Search the [https://members.pumpingstationone.org/mm/people/ member sitefor an existing profile using '''both''' the PayPal email address and the name found in the RT ticket.  Doing both searches is important as someone may have changed their name, for example in the case of marriage.  The PayPal payment email might also have changed and in this case, the RT ticket that is generated appears otherwise indistinguishable from a new subscription.  Additionally, if a PayPal subscription becomes suspended, given our current PayPal product, it appears that we can reactivate the profile, but that is not the case.  Only with PayPal Pro can we manipulate (other than cancel) the member's PayPal subscription.  If the member follows the procedure outlined in the suspended subscription email, then they will create a new subscription.  In this case, we need to both reactivate the original member profile, and resolve the suspended RT ticket sitting in the deathrow queue.
  
 
If a profile is found then:
 
If a profile is found then:

Revision as of 18:49, 23 February 2017

Onboarding

Create Member

  • RT ticket generated automatically when a new member signs up through the website. Occasionally a member comes to us in person and signs up, typically to pay by cash and in that case, we don't really have the best system in place to manage that ongoing subscription.
  • Search the member site for an existing profile using both the PayPal email address and the name found in the RT ticket. Doing both searches is important as someone may have changed their name, for example in the case of marriage. The PayPal payment email might also have changed and in this case, the RT ticket that is generated appears otherwise indistinguishable from a new subscription. Additionally, if a PayPal subscription becomes suspended, given our current PayPal product, it appears that we can reactivate the profile, but that is not the case. Only with PayPal Pro can we manipulate (other than cancel) the member's PayPal subscription. If the member follows the procedure outlined in the suspended subscription email, then they will create a new subscription. In this case, we need to both reactivate the original member profile, and resolve the suspended RT ticket sitting in the deathrow queue.

If a profile is found then:

otherwise create a new profile on the member's site:

  • Click on the "+ Person" button to create a new profile. If this new page is not saved, the contents will be discarded and no new record will be created in the backend database
  • Enter the First and Last name of the member - PayPal will provide this in registration email, however frequently member's use a Paypal account used for a business and so the name field might not be accurate (someone may gift a membership or otherwise pay on someone else's behalf)
  • Copy the PayPal email address to both the "Email" and "PayPal Email" fields
  • The membership start date will default to the current date, but set it to a more appropriate date if needed ( historically prior to July 16, this is usually set to the subscription signup date to simplify the member leaving process )
  • Save the record and send the welcome email to the new member by clicking "Email"->Welcome to PS:One!"
  • Mark the ticket resolved, no need to move it to any other queues
  • Quickbooks automatically creates new Quickbooks member profiles (different from the member's site), when importing transactions through the PayPal app

Suspension

Initiate Suspension

  • PayPal subscription suspended for non-payment (the subscription charge was unsuccessful) usually due to an expired or change in credit card number, but the member has not updated PayPal to use the new card. PayPal will generally send the suspension email about 10 days after the dues were to be collected.
    • RT ticket is automatically generated with a subject of the form: "Automatic payments from <PayPal profile name> were suspended"
    • Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is 7 days from the date of suspension. Change the Status field to "deathrow" and click Save Changes.
    • From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/
    • Set the Membership status field to: Suspended
    • Send the member the suspended subscription email. Use the Email dropdown and select: Pumping Station: One Membership Payment Suspended

Suspend Membership

  • PayPal subscription suspended for non-payment (the subscription charge was unsuccessful) usually due to an expired or change in credit card number, but the member has not updated PayPal to use the new card. PayPal will generally send the suspension email about 10 days after the dues were to be collected.
    • RT ticket is automatically generated with a subject of the form: "Automatic payments from <PayPal profile name> were suspended"
    • Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is 7 days from the date of suspension. Change the Status field to "deathrow" and click Save Changes.
    • From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/
    • Set the Membership status field to: Suspended
    • Send the member the suspended subscription email. Use the Email dropdown and select: Pumping Station: One Membership Payment Suspended

Cancellation

Initiate Cancellation

  • PayPal subscription canceled by member
    • RT ticket is automatically generated with a subject of the form: "<PayPal profile name> canceled automatic payments to you"
    • From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/
    • From the Profile ID field in the RT ticket, look up the PayPal subscription: PayPal -> Activity -> Profile ID (search by Email Address is the default search option, use the dropdown to set it to Profile ID)
    • Compare the Membership start date from the member profile with the most recent PayPal transaction. Usually the day of the month should match, but sometimes the member is credited a few extra days when the onboarding process doesn't happen in a timely manner. If the member profile day is no greater than a week after the PayPal transaction day of the month, then use the member profile day. Otherwise use the PayPal transaction day. In general, the PayPal subscription day is a better indicator of when dues are due, than the member profile, Membership start date.
    • The membership is valid until the end of the current subscription month (calculated as one month after the last PayPal transaction date, and possibly a few days after that as determined in the previous step).
    • Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date. Change the Status field to "deathrow" and click Save Changes.
  • Member requests cancellation by email
  • Suspended account more than 2 weeks overdue

Cancel Membership

  • PayPal subscription canceled by member
    • RT ticket is automatically generated with a subject of the form: "<PayPal profile name> canceled automatic payments to you"
    • From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/
    • From the Profile ID field in the RT ticket, look up the PayPal subscription: PayPal -> Activity -> Profile ID (search by Email Address is the default search option, use the dropdown to set it to Profile ID)
    • Compare the Membership start date from the member profile with the most recent PayPal transaction. Usually the day of the month should match, but sometimes the member is credited a few extra days when the onboarding process doesn't happen in a timely manner. If the member profile day is no greater than a week after the PayPal transaction day of the month, then use the member profile day. Otherwise use the PayPal transaction day. In general, the PayPal subscription day is a better indicator of when dues are due, than the member profile, Membership start date.
    • The membership is valid until the end of the current subscription month (calculated as one month after the last PayPal transaction date, and possibly a few days after that as determined in the previous step).
    • Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date. Change the Status field to "deathrow" and click Save Changes.
  • Member requests cancellation by email
  • Suspended account more than 2 weeks overdue