New Member Registration Process

New Member

1. Starting on the Registration Page, a new member clicks their desired membership type. This takes them to the actual registration form with the correct price for the selected membership type.

2. At the bottom of the Registration Form Page (i.e.https://nacn-usa.org/products/general-membership/ ) the member can choose to pay via cc or send a check.

Pay Via CC

Payment via credit card sets up automatically recurring payments (like a gym membership) until their card expires or is no longer valid or they cancel their membership.

1. The member’s data is added to the website database
2. The member is forwarded to a SECURE SSL page where they can enter their CC info. If they were browsing using http:// it will now say https:// the s stands for secure. SSL is enforced by the MemberPress tool.
NOTE: if they bail out here and don’t pay, their membership will be listed pending in the admin
3. Member is taken to the Thank You Page
4. Member receives the Welcome email
5. Member receives the Receipt for your payment email
6. Member receives a Payment Receipt from Stripe.com
7. Admin receives notification of new member registration on the website
8. Admin receives a payment notification email from Stripe.com

Admin Tasks – CC

1. Click the dashboard link in the strip payment notification email to go to Stripe.com and Login
2. Verify that the payment was successful (on the payments tab, the transaction is listed as status Paid)
3. Login to WordPress Admin and you can see a number in a white circle next to Users menu item indicating the number of members waiting for approval
4. Goes to Users > Approve New Users
5. Click the Approve link for the member that had the successful cc payment
6. Member will get a Registration Approved email and they can now login to the members area of the website

Pay Via Check

1. The member’s data is added to the website database
2. Member is taken to the Thank You Page where they are given instructions on where to send their check.
3. Member receives the Welcome Email
4. Admin (email address billing@nacn-usa.org) receives a new signup notice email

Admin Tasks – Check

1. Waits until the check arrives (and clears the bank!)
2. Login to WordPress Admin and you can see a number in a white circle next to Users indicating the number of members waiting for approval.
3. Go to Users > Approve New Users
4. Click the Approve link for the member that sent a check
5. Member will get a Registration Approved email and they can now login to the members area of the website

IMPORTANT NOTES:

» There is ONE registration form for all levels of membership. the form fields and your association’s custom fields (i.e. Diocese) are setup in the WordPress admin under MemberPress > Options > Fields.

» The option to receive eNewsletters is pre-checked on the registration form. This auto adds them to the mailchimp.com subscribers list. Do be aware that if someone fills out a reg form but never sends a check, they will still be on your mail chimp list and will get your member emails.

» Email message can be previewed in the WordPress admin under MemberPress > Options > Email. Click Edit to read any email. Click send test and a copy will be send to the catholic nurses@nacn-usa.org email address.

Membership Renewal Process

Renewing Members

» Renewing members need to first login so that the tool knows who they are, then they can make a payment. If they try to use the new member registration form, they will get an error saying that their email address is already in use in our system.

» If their membership has already expired, they will login and then be taken to the Unauthorized Page. This page has a message and a link for membership renewal payments.