Set Up Custom Membership

MEMBERSHIPS

The most prominent uses of the Memberships feature is for USA Track and Field (USATF) Memberships and USA Triathlon (USAT) Memberships, however, the Memberships option can be used to create U.S. Ski and Snowboard Association (USSA), Membership USA Cycling (USAC) Membership, and/or an AARP Membership and/or your own custom type of membership discounts as well. This section will explain the steps involved with setting up a membership for your race.

Under the Financial tab of the race dashboard, in the Pricing section, you will find the subheading for Memberships.

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Note: The Memberships option can be used to create your own types of custom membership discounts.  However, there are other features on RunSignUp that may be more suitable for your needs instead of creating a custom membership setting.  Before setting up Memberships for anything other than the USATF, USAT, USSA, USAC, and/or AARP, please check out Club Membership Discounts, Corporate Teams, Coupons, and/or Registration Add-ons, as these may be geared more towards your desired outcome.

Global Race Settings

If you open up the section for Global Race Settings, then you will find the option to Prohibit double dipping (i.e. don’t allow a single registrant to take more than one discount per event).

Note: This excludes USAT memberships.

If you would like to make sure that registrants do not receive more than one discount per event (excluding USAT memberships), then you can turn this option on by checking off the box, and then hitting Save Changes.

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Setting Up Memberships and Adding Membership Settings

Membership settings can be enabled for All Events, Individual Events, or both.

If you click on the All Events heading to set up a membership, then any user who registers for your race will be asked about this membership option regardless of which event or events they selected. Also, if they are registering for multiple events, then they will only be asked once for this membership information, and any price adjustments will be applied once per event.

You can also set up event specific memberships separately by clicking on the Individual Event headers.

Regardless of whether you have selected the All Events heading, or an Individual Event heading, adding a membership setting follows the same procedure. To begin, click on the button marked Add Membership Setting.

At this point, you can decide whether you would like to create a USA Track and Field (USATF) Membership, USA Triathlon (USAT) Membership, U.S. Ski and Snowboard Association (USSA), Membership USA Cycling (USAC) Membership, an AARP Membership, or you can select none of these, to create a Custom Membership.

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You can click the Uncheck button in order to clear out any of the radio buttons, and set up a Custom Membership.

Creating Custom Memberships

The Memberships option can be used to create your own types of custom membership discounts.  However, there are other features on RunSignUp that may be more suitable for your needs instead of creating a custom membership setting.  Before setting up Memberships for anything other than the USATF, USAT, USSA, USAC, and/or AARP, please check out Club Membership Discounts, Corporate Teams, Coupons, and/or Registration Add-ons, as these may be geared more towards your desired outcome.

To begin creating a Custom Membership, make sure that all of the radio buttons for the specific membership options are left blank.

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If you have selected any of these radio buttons already, then you can always click on the Uncheck button, in order to clear them all out.

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Enter in the Membership Name.  This is the name that the registrant will see associated with this membership discount.

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Next, you can enter in the Price Adjustment that this membership will offer (if any).  You can enter a positive number to add to the cost, a negative number to subtract from the cost, or "0" to not add to or subtract from the cost at all.

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By default, the Price Adjustment will be applied if the user is selecting the membership option.  However, if you check of the option for Apply Price Adjustments if User is NOT a Member, then the Price Adjustment will be applied if the user is NOT selecting the membership option.

Also by default, the Price Adjustment will be shown to the user when they reach this step of the registration process.  However, if you check off the option for Hide Price Adjustment During Registration, the the Price Adjustment will NOT be shown to the user when they reach this step of the registration process.

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Note: The Price Adjustment will still be seen on the checkout page no matter which option you select.

An additional field can be enabled to have users input information such as a membership ID number.  If you would like to activate this field, then use the text box labelled Additional Field Text in order to write in what you want users to input into the field.  Also, if you want to make this field mandatory to fill out, then check off the box next to it for Require Additional Text Field Response.

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The Additional Field Text also has Validation Options available.

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If you click on Validation Options, then a few more fields will be opened up to you.

 

IMPORTANT: The additional field validation options only apply during registration.

You can set the Additional Field Minimum Length and the Additional Field Maximum Length, in order to make sure that a registrant's entry into the field does not fall short of or exceed a certain character length.  By default, the registrant will receive an error message if they do not meet the length requirements for this field.

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Another one of the Validation Options is the Additional Field Format.

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You can decide whether you want registrants to be able to fill in the field using Any format, Alphabetical characters only, Numeric characters only, or Alphabetical and/or numeric characters only.  By default, the registrant will receive an error message if they use the wrong format for this field.

The default error message for not meeting the validation requirements for the Additional Field Minimum Length , the Additional Field Maximum Length, and the Additional Field Format will let the user know what is needed in order to pass the validation step.

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If you would NOT like to let the user know what is needed in order to pass the validation step, you can choose to check off the box for Obscure error message during validation, which is found under the Additional Field Validation Display section.

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By turning on this feature, the user will still receive an error message, but will not see information on how to correct it.

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The Optional User Notice box allows you to enter in text that will be seen by the user when they sign up. This can be used to supply any additional information needed regarding the price adjustments that members or non-members will encounter.

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The final requirement for creating a custom membership is setting the field labeled Number of Days Prior to the Event that Price Adjustment Expires.  If you would like the price adjustment to be available up to the day of the event enter in a “0”, up to the day before the event enter in a “1”, up to two days before the event enter in a “2”, and so on.

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Advanced Options

By clicking on the plus sign (+) next to Advanced Options, a few more fields will be made available to you.

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The fields found under the Advanced Options section are regarding Yes/No radio buttons.

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You can choose to Use Yes/No Radio Buttons by checking off the box for this feature.  By enabling these radio buttons, the default options under the membership will become Yes, I am a Member and No, I am not a Member.  If you choose NOT to use the yes/no radio buttons, then users will simply be given a check box to indicate their membership status.

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If you would like to change the default text to say something other than Yes, I am a Member and No, I am not a Member, then you can do so in the fields labelled Text for "Yes" option and Text for "No" Option.

By setting up the following: qZF1mDwMFm49Btku0jTC2Qcvrebin5y4Wg.png?1521227137


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will change to:
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Deleting a Membership Setting

You can remove a membership setting by clicking on the Delete button in the corresponding membership settings box.

Saving

When you have finished modifying the necessary settings, click the button for Save Changes, and you will

receive confirmation that Your changes have been saved.

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