Hello!
I hope everyone is well.
I'm looking for some advice around managing joint memberships. Currently, our joint membership level sits on a household constituent. For in person/phone sign ups, the membership is transacted on a household with an A1/A2 member. For online sign ups, the second member details are collected via a custom form on TNEW and our Friends admin team use these to create the second individual and then convert to a household. We switched from Raisers Edge to Tessitura in 2017 and I think(?) this structure is a legacy from then.
We've had various, frustrating issues with households e.g. ineligible gift aid claims and members unable to access their benefits when logging into their individual online account (gift aid declarations with no initiator/web logins sitting on the household).
We'd also like to make the most of v16 membership benefits (we currently use a ranking / mode of sale shift to unlock free entry/discounted tickets for members). From my understanding, membership benefits won't work if we have members logging into accounts connected to a household membership?
Is there anyone with a joint membership level that would be happy to share how they manage this, whether via households or a 'lead' individual with affiliations (or some magical alternative)?
Thank you!
Robyn
Hi Robyn,
we would be happy to share how we do this at the Gallery. We had your similar story from RE to Tessitura in 2016. We initially considered households but decided against it. We have a main record for Joint 1 and affiliation for Joint 2. Please get in touch afoster@npg.org.uk and we can arrange some time to show you. I would also interested to see what other organisations do as they way we do it has its challenges too.
Best wishes,
Anna