Add a membership type to a record

If you have someone who has already gone through the process of registering for an account on your site, a record will automatically be added inside CiviCRM. Inside it at a minimum will be their email address. If you have attached other CiviCRM profile fields to your Drupal registration, those will be in their CiviCRM record as well.

Now how do you add a membership to a record inside CiviCRM?

Go to CiviCRM in your site.

Click the "Search" menu and choose "find contacts". This will give you the simple search from for your database.

Input their name (if you collected it on your form) or email information into the search box. Then click search. You do not need to change the settings on any of the other drop down boxes. Note: You can leave the box empty and click search, which will bring up all records in your database.

On the search results page click on the name of the person you want to add a membership to.

This will bring up the record for that person.

membership header

Note: If you aren't taking contributions and have replaced the word "contribution" site-wide with the word "membership", you may have two tabs that say "memberships". When we talk about the "Memberships" tab, we mean the second one.

Click the "Memberships" tab.

This will bring up all membership information for this record.

Click "Add Membership".

add membership

On this page you can choose the membership type, when their membership begins, when it ends, etc. Just fill out the form and then click the "Save" button at the bottom of the screen.

add membership page
(click for larger image)

This membership is now added to the record.

If you have permissions on your Drupal site that are assigned based on Memberships, you may want to manually sync the Drupal and CiviCRM data so the permissions are added immediately. Otherwise on most sites it will not happen until the person logs out and then logs back into the site.

To manually sync everything, go back to your Drupal menu. You can do this by clicking the "Home" menu item and choosing "Drupal menu".

Under "Site Configuration" choose "CiviMember Roles Sync". Then choose "Manually Synchronize".

manual sync

By clicking the button on this page, any changes you made regarding membership in CiviCRM will be synced to roles and permissions on your Drupal site. You can run this anytime you make changes or you suspect that the automated sync has not run.

Zircon - This is a contributing Drupal Theme
Design by WeebPal.