Member Management Team: Difference between revisions
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== Suspension == | == Suspension == | ||
* PayPal subscription suspended for non-payment (the subscription charge was unsuccessful) usually due to an expired or change in credit card number, but the member has not updated PayPal to use the new card | |||
** RT ticket is automatically generated with a subject of the form: "Automatic payments from <PayPal profile name> were suspended" | |||
** Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date. Change the Status field to "deathrow" and click Save Changes. | |||
** From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/ | |||
** Set the Membership status field to: Suspended | |||
** Send the member the suspended subscription email. Use the Email dropdown and select: Pumping Station: One Membership Payment Suspended | |||
== Cancellation == | == Cancellation == | ||
* PayPal subscription canceled by member | * PayPal subscription canceled by member | ||
** RT ticket is automatically generated with a subject of the form: <PayPal profile name> canceled automatic payments to you | ** RT ticket is automatically generated with a subject of the form: "<PayPal profile name> canceled automatic payments to you" | ||
** From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/ | ** From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/ | ||
** From the Profile ID field in the RT ticket, look up the PayPal subscription: PayPal -> Activity -> Profile ID (search by Email Address is the default search option, use the dropdown to set it to Profile ID) | ** From the Profile ID field in the RT ticket, look up the PayPal subscription: PayPal -> Activity -> Profile ID (search by Email Address is the default search option, use the dropdown to set it to Profile ID) | ||
** Compare the Membership start date from the member profile with the most recent PayPal transaction. Usually the day of the month should match, but sometimes the member is credited a few extra days when the onboarding process doesn't happen in a timely manner. If the member profile day is no greater than a week after the PayPal transaction day of the month, then use the member profile day. Otherwise use the PayPal transaction day. | ** Compare the Membership start date from the member profile with the most recent PayPal transaction. Usually the day of the month should match, but sometimes the member is credited a few extra days when the onboarding process doesn't happen in a timely manner. If the member profile day is no greater than a week after the PayPal transaction day of the month, then use the member profile day. Otherwise use the PayPal transaction day. In general, the PayPal subscription day is a better indicator of when dues are due, than the member profile, Membership start date. | ||
** The membership is valid until the end of the current subscription month (calculated as one month after the last PayPal transaction date, and possibly a few days after that as determined in the previous step). | ** The membership is valid until the end of the current subscription month (calculated as one month after the last PayPal transaction date, and possibly a few days after that as determined in the previous step). | ||
** Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date. Change the Status field to "deathrow" and click Save Changes. | ** Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date. Change the Status field to "deathrow" and click Save Changes. | ||
