The distribution offers a couple of ways to present membership options to visitors and direct them to the appropriate membership management system (MMS) for signup.
Methods for Informing Visitors
The two primary methods for informing visitors about membership options involve:
Membership Content Type: This content type allows you to create individual pages detailing specific membership offerings. These pages can be linked to from other areas of your site.
Membership Calculator Paragraph: This paragraph type, when added to a page, creates an interactive wizard that guides users through selecting a membership. See
Membership Calculator Paragraph and
Membership Content Type for more information.
Finding Your Registration Link
Every membership management system will have different ways of linking for members to complete their registration. Here are a few we know about. If you have tips for an MMS not listed here, feel free to leave them in the comments.
Daxko Operations
Navigate to: Membership > Membership Types > Edit > Online Settings. This provides the deep link to the specific membership types.
1 - Membership Calculator
This application provides an interactive “membership wizard” with location and pricing options. It is the default membership experience for attracting new members.
The Membership Calculator is bundled with the distribution in the
openy_calc module.
As of August 2024, the Membership Calculator has
an updated design with improved functionality and user experience. The improved design also responds to the selected
colorway and page styles.
Configuring the Calculator
The Membership Calculator uses
Membership content items. These must be created for the Membership Calculator to function.
Create a Membership node for each membership type your Branch or Association offers.
Inside each Membership node, add a Membership Info Paragraph with the details of that membership at each of your Locations. This paragraph includes fields for:
Location: A reference to an existing
Branch content type.
Link: The URL a member is directed to for signing up for the membership at the selected location.
Join Fee: The one-time fee to join.
Monthly Rate: The recurring monthly membership fee.
The Membership Calculator presents a three-step process:
Membership Type
Primary Location
Summary
Membership Type
This step displays the Title, Image, and Description of each published Membership node. This information is pulled directly from the corresponding Membership content items.
Primary Location
This step shows a map with radio buttons, enabling members to select their preferred primary location. All locations listed in the YMCA Website Services Location Filter Settings (see the Troubleshooting section below) are included in the list.
Summary
This final page displays a link for members to continue their registration or a message stating that the selected membership is unavailable at the chosen location. The summary includes:
The selected branch location.
The selected membership type.
The monthly rate and join fee, if applicable.
A button to proceed to the registration link, if a membership is available at the selected location.
Placing the Calculator on a page
Once configured, the Membership Calculator can be placed on a page using:
If the second step of the Membership Calculator does not display any locations, navigate to Administration > YMCA Website Services > Settings > YMCA Website Services Location Filter Settings. Ensure that all Branches you want to include in the location search are selected.
2 - Membership Framework
This application is built on Drupal Commerce and provides advanced options for building a membership journey.
The Membership Framework is distributed in the
openy_memberships repository and must be
added and installed on top of the base distribution. We recommend working with your development partner if you wish to go this route.
To get started with the Membership Framework, you will first need to create a number of landing pages.
The examples below use Paragraphs. Similar pages can be created using
Layout Builder blocks and the Membership Framework custom block.
Membership Builder
Go to /node/add/landing_page
Title: Membership Builder
Layout: Two Columns with left sidebar
Header Area: Add a “Small banner” paragraph and fill in the fields.
Content area: Add a “Memberships” paragraph (it has pre-filled fields).
Sidebar Area: Add a “Block Container” paragraph with the “Memberships Desktop Sidebar” skin.
Block_ref: Choose “Paragraph container” with the “Memberships Menu Container” title.
Sidebar Area: Add “Simple content” with the “Memberships Button” skin and link to the builder:
<p><aclass="btn btn-primary"href="/membership-builder"><spanclass="text">JOIN THE Y</span></a></p>
Sidebar Area: Add a “Sidebar Menu” with the “Memberships Sidebar Menu” skin to create your Memberships Menu with these items:
Membership Types
Member Benefits
Discounts
Corporate Wellness
Free Trial
Sidebar Area: Add a “Block container” with the “Memberships Feature card” skin. Use the “Feature Card” block type with any content allowed in this block.
Save the landing page.
Membership Types
Go to /node/add/landing_page
Title: Membership Types
Layout: Two Columns with left sidebar
Header Area: Add a “Small banner” paragraph and fill in the fields.
Content Area:
Add a “Simple content” paragraph with the “Membership Simple Content” skin and text.
Add a “Membership Types Listing” with the “Membership Types” skin.
Sidebar Area: Follow the same steps for the “Membership Builder” page.
Save the landing page.
Member Benefits
Go to /node/add/landing_page
Title: Member Benefits
Layout: Two Columns with left sidebar
Header Area: Add a “Small banner” paragraph and fill in the fields.
Content Area: Fill the area with content. An example is shown in the next screenshot.
Sidebar Area: Follow the same steps for the “Membership Builder” page.
Save the landing page.
Discounts
Go to /node/add/landing_page
Title: Discounts
Layout: Two Columns with left sidebar
Header Area: Add a “Small banner” paragraph and fill in the fields.
Content Area: Fill the area with content. An example is shown in the next screenshot.
Sidebar Area: Follow the same steps for the “Membership Builder” page.
Save the landing page.
Corporate Wellness
Go to /node/add/landing_page
Title: Corporate Wellness
Layout: Two Columns with left sidebar
Header Area: Add a “Small banner” paragraph and fill in the fields.
Content Area: Fill the area with content. An example is shown in the next screenshot.
Sidebar Area: Follow the same steps for the “Membership Builder” page.
Save the landing page.
Free Trial
Go to /node/add/landing_page
Title: Free Trial
Layout: Two Columns with left sidebar
Header Area: Add a “Small banner” paragraph and fill in the fields.
Content Area: Add “Simple content” with a description.
Content Area: Add a “Webform” with the “Memberships Free Trial Webform” skin and the “Memberships Free Trial” webform.
Sidebar Area: Follow the same steps for the “Membership Builder” page.
Membership Products
Go to /admin/commerce/products
Click on + Add product, then choose Membership.
You’ll see these fields:
Title
Description
Add-ons (used in specific cases, skip for default setup)
Total Available
Subfields:
Related Add-on (skip for default functionality)
Age groups (select age groups, usually Adults, Youth, Seniors)
Total Available (number of people allowed for the age group selected above for the membership product. You can add multiple groups by clicking “Add another item” for Family memberships)
Total Free (designed for cases where extra people are allowed in the membership, but with an additional fee. Fill with the same value as Total Available for default functionality)
Branches in the product: Use if a membership is specific to a branch. If “None” is selected, the membership will appear for all branches.
A typical setup is shown in the following screenshot:
Click on the “Save and add variations” button (or go to the “Variations” tab if editing a previously created product).
A typical setup for variations of a membership is shown in the following screenshot:
