How to Create a new Join Option

Join Options can be created by clicking the "Add Site Option" button at the top of the Join Options table in the Sites Admin.

On the next page, you can insert the required Option Details:

  • Join Form Text - Specifies the description of the membership option on the join page.

  • Initial Cost (Membership and Store Site Types only) - Specifies the amount to be charged a member for the initial join and the period in days.

  • Recurring Cost (Membership and Store Site Types only) - Specifies the amount charged a member for all subsequent periods and their period in days.

  • Default Options:

    • 'Trial Flag' sets this option as a 'trial' option

    • Disallow For All Old Members lets you forbid old members from signing-up for this join option.

    • Hide on Join Form a checkbox to hide this option on join page

      • Alternatively, creating a Disabled for 'ALL' rule allows for more flexibility

    • Active by Default a checkbox to show this option on join page

      • Alternatively, creating an Enabled for 'ALL' rule allows for more flexibility

Additionally, the Biller Details section will display your available biller(s) by name, and any biller specific values that may be needed for your biller(s) to function properly. Each biller section is minimized by default, click the [+] icon to see all biller specific fields:

Adding a Join Option Rule

To add a new Join Option rule, click the "Add New" button next to the search bar.

The Join Option and site automatically display the associated fields. The fields can be hovered over by the mouse to display a popup menu, where each overview can be quickly accessed. The fields to be filled in include:

  • Change Type: Specifies the rule type.

  • Start Time: The date and time that the rule can begin being active. The rule will not be active before this date and time. The field will default to "Now", but can be changed by clicking the calendar and choosing the date and time on the date picker.

  • End Time: The rule will expire and no longer be active after this date and time. The field will default to "Forever", but can be set using the date picker by clicking the field and choosing "Specific Date / Time".

  • Rule Target: The target tours, programs, affiliates, countries, and billers for your rule. You can choose to add one or multiple different options for each target field by either clicking on the field and choosing from the drop-down menus or typing the field in, where the drop-down menu will display the results that match your text, and you can choose the corresponding result.

Please Note: You can also keep any field empty. Doing so will default that field to include ALL of the available options for that field.

Once you are finished, click the "Add Rule" button, and the new rule will be added to the rule table.

Join OptionsSite Overview

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