The OMSM is an IBO based solution that offers a flexible, scalable and upgradeable solution for your iMIS clients that want to sell membership and other subscriptions on the web. This application tightly integrates into standard e-Series with Contact and Subscription IBOs to deliver a fully upgradeable and scalable membership/subscription sales application. The primary features include: Membership join online, Non-member upgrade and Add Subscriptions. It utilizes the standard e-Series CRM member profile creation for iMIS contact record insertion as well as cleanly integrating with e-Billing to handle subscription renewals. The OMSM also integrates with the standard e-Series VeriSign ™ solution for full online financial fulfillment.

Scalability…
Instead of hard-coding products and options, we use a look up table to determine which products we want to sell online. This empowers end users to manage all aspects of product sales with no consulting costs.

Upgradeability…
By using only out of the box e-Series and IBO for both data presentation and submission, all aspects are completely upgradeable and the entire solution contains less than 1,000 lines of code for easy upgrades and functional enhancements.

Flexible Pricing…
The OMSM utilizes all aspects of iMIS special pricing so non-members and members pay the appropriate prices when adding new subscriptions. When joining as a member, it provides these prospects access to purchase any other available subscription at the appropriate member price all in one transaction.

Flexible Sales Options…
Your clients can sell all of their subscriptions with this product including: basic dues, sectional dues, magazines, journals, and voluntary contributions as well as any other standard subscription product that is enabled for this application.

Member Join Online

Create the Profile
This fully functional online join application integrates directly into the standard “out of the box” cMemberInsert.cfm e-Series page. With a URL parameter set ‘member=1’, it displays all of the available DUES subscriptions products and prices that have been activated as well as showing the title as a full membership join. When submitted, the appropriate member type and e-Series security groups are assigned for the selected membership. A status of ‘pending member’ is assigned so those that do not complete the financial part of the transaction will automatically be demoted to non-member at the end of the day for easy data maintenance.

Membership selections
After selecting the desired membership option and completing all of the required e-Series fields, users will be directed to the basic membership subscriptions page. IBO will automatically add standard membership subscriptions as defined in the member types table setup and these will be included in the basic membership dues section. Valid begin and thru dates will be populated based on your defined rules in iMIS no matter what the term is or if it is a calendar vs. anniversary year subscription.

The OMSM will also display to the “soon to be” new members all web enabled subscriptions products listed at the chosen membership price! It shows these available subscriptions in 3 groupings: Sectional/Specialty, Magazines/Journals/Other and Voluntary contributions. As with e-Billing, the voluntary contributions will default to the standard amount however users may change this amount to any desired value. It lets the generous members be generous. The OMSM is also smart enough not to show any available subscriptions that are not already part of the chosen membership package. We do not want users double paying nor do we want iMIS power users from having extra work canceling subscriptions and charging back payments.

Check Out Basket
Once the user makes their selections and continues, they will be taken to the OMSM checkout basket. This basket includes all e-Series basket fields including the new credit card security. Any rejections from VeriSign will come back to this page with a descriptive error message. It also is smart enough to dynamically populate the expiration year based on the current system date so no old years will ever display and it will never need updating.

When submitting this checkout basket, the standard out of the box ccValidation.txt e-Series page is included to properly process the transaction. Only after a successful transaction with VeriSign will the IBO kick in and correctly write all of the financial, membership and subscriptions data to iMIS. At this point, the user’s pending member status will be updated and they will be a full member in the system with immediate member pricing and security access on the site and in iMIS.

Upgrade to Member

If you are offering NEW membership to any web user, why not offer it to non-members or long-term expired members that have shown interest in your organization in the past? This is why the OMSM offers the ‘Upgrade to Member’ option. This provides these existing iMIS customers to choose the membership of their choice and offer subscriptions at a discounted member price immediately just like the join process but without the profile creation part. Now everyone can automatically become a member with the OMSM!

Add Subscriptions

Selling your magazine or journal, sectional dues or offering your constituents the opportunity to make a voluntary contribution should not be tied to an annual or bi-annual membership cycle. Furthermore, you should not have to force membership on someone that just wants your journal. This is why the OMSM allows anyone to purchase any available subscription at any time and pay the appropriate member or non-member price accordingly.

The OMSM is smart enough to know what subscriptions a user already has based on the IBO results and keeps these from the available subscriptions sections. No user will ever accidentally pay for something more than once and create a headache for your membership department. Also, notice the “renew” hyperlink in the current subscriptions section? If it is time to renew, the OMSM will provide easy access to the e-Billing product to handle renewals completing the e-Series product integration.

To Summarize

The OMSM is a powerful web tool that offers your clients a flexible, scalable and upgradeable online membership and subscriptions solution. It will empower iMIS end-users to virtually manage all aspects of online membership and subscriptions sales after launch. Users can add and remove subscriptions products at any time with no technical assistance and this IBO-based solution fully integrates with any existing e-Series site modules e-Customer and e-Billing. Easy upgrades, client empowerment and increased membership/subscription sales will be the results for any client that uses the OMSM.