How do I configure Contact Eligibility?

Overview

Contact eligibility settings determine which contacts can qualify for each membership level and how members will be addressed in communications. 

Step 1: Select eligible contact types 

1. While creating or editing a membership level, navigate to the "Configure contact eligibility" step 

2. Choose from the following options: 

   1. Individuals: Limited to individual contacts only 

   2. Organizations: Limited to organization contacts only 

   3. Families: Allows all individual contacts in a Financial Household to share the same membership status when any member makes a qualifying contribution 

3. You can select multiple options (e.g., both individuals and organizations) 

Step 2: Configure attribution eligibility 

1. In the "Attributions and soft credits" panel, select which attribution types should be eligible 

2. This determines whether membership should be assigned to an attributed donor instead of the direct donor 

3. Select applicable attribution types from the available options 

Step 3: Configure universal member name settings 

1. Click the pencil icon in the "Member name and salutation" panel 

2. Choose which name format should be used for the membership file: 

   1. Informal 

   2. Formal 

   3. Additional 

   4. Contact name 

3. This setting determines how members will be addressed in membership communications 

4. Save your selection 

Step 4: Set exclusion criteria 

1. Click the pencil icon in the "Exclude contacts" panel 

2. Select any contact preferences that should exclude contacts from membership: 

   1. Do Not Call 

   2. Do Not Email 

   3. Do Not Mail 

3. Choose whether to use Activist codes for exclusions 

4. If using Activist codes, specify which codes should exclude contacts from membership 

5. Note that exclusions prevent contacts from automatically qualifying but you can still manually apply memberships to these contacts if needed 

6. Save your exclusion settings 

What else do you need help with? 

• Understanding Membership Management Program Setup 
• How Do I Create Membership Levels? 
• How Do I Define Qualifying Dues? 
• How Do I Set Up Benefits? 
• How Do I Test and Activate My Membership Program?