In This Article:

    Membership Overview

    In This Article:

      Configure, track and manage your subscription-based membership information right in Salsa CRM. Track membership on individual constituent records or use the Member Subscriptions screen to return larger searches. Individual constituent subscriptions can be found on the Membership node of the constituent's record.

      Salsa CRM's Membership functionality works best if your membership programs have the following characteristics:

      • Subscription-based membership program
      • Defined benefit categories
      • Single, fixed cost for each subscription
      • Fixed subscription length of time

      Membership Workflow


      To get started you will first want to configure Salsa CRM's Membership Management to meet your needs.

      You can search for Members to renew in Membership Programs through the Members Subscription report.

      Report on Member retention rates using the Membership Statistics Report or the Membership table in a constituent type Advanced Query.

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