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Member presale with TNEW and v15

Odele Peter
$organization

Anyone doing member presales that allow someone to become a new member (add membership to cart) AND buy a ticket during a members-only presale in the same transaction?  We're excited that v16 will address this with the new membership type pricing rule, but we have sales starting this summer and we'd like some way to avoid having the customer complete a membership transaction before they can buy tickets. (Also - side question - would they actually have to log out and log back in to have the MOS shift and access tickets?)

My understanding with TNEW is that the update to the rank (which determines the MOS) only happens when an order is complete. The rank doesn't update with just a membership in the cart. You'd have to check out first before you can then go back to buy tickets that are only available to the member MOS. I've looked at pricing rules and virtual constituencies but it looks like that only applies to discounts for members, not special access to tickets. 

What do others do? Anyone use a promo code to do the MOS shift and somehow use messaging or pricing rules to encourage/require a membership purchase in the same order if they are not a member? Or customizations? 

Odele 

  • $organization

    Assuming you are taking money directly to a fund that supplied membership, I do believe they would have to log out and log back in to change their MOS.

    We had Tessitura Consulting build us a TNEW customization to perform exactly this function, years ago now (six, seven?).  It's definitely complicated, especially as we take online contributions as money on account (too much manual handling required) rather than directly to a fund, but it works out well enough.  Things it has to do:

    • Decide how much money towards memberships you currently have, i.e. what your current membership contribution totals are, and in our case what outstanding money on account towards memberships you have, then compute the new possible membership, then figure out the ranking and the MOS to shift into.
    • Figure out error states if shifting into a mode of sale should invalidate some cart items (theoretically shouldn't happen, but).
    • Compute new membership contributions totals/rank/MOS if another contribution is added to the cart.
    • If a contribution is removed from the cart, and that change invalidates a current cart item, provides a menu to either delete the cart items or reinstate the contribution.
    • Also checks at checkout so that it can't be circumvented by clicking to another page.

    Probably a few items I don't remember.  I provided the function to compute rank based on contribution totals, but Tessitura Consulting did everything else, including computing the contribution totals from current memberships and appropriate on account types.

  • $organization in reply to Gawain Lavers

    Thanks, Gawain. I really appreciate the detailed response.