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Offer Builder is where you will need to create your different offers. You won't be able to sign up any new members until you have at least one Member offer created in Offer Builder.

In the Offer Builder application, you can start creating a new offer by clicking the + Offer button and selecting either Member or Prospects. This article will only cover creating a Member offer, but the process will be essentially the same for Prospect offers.

Adding a new Member Offer

Offer Details

The first section you will need to fill in will be the Offer Details section. This is where you will find all the basic details of this offer, such as the name and offer length.

Offer Details

• Offer Title: This is the name of the offer. This can be whatever you wish.
• Offer Code: The Offer Code is a unique 8-digit code for this offer. This should be easy enough to identify the offer. For example, a 12 month family membership should have an offer code like 12M FAM.
• Offer Group: This is the offer group the offer should be associated with.
• Length Type and Offer Length: These are the length settings for the offer. You can set the offer to last a number of days, weeks, or months, or make the offer Open Ended.
• Offer Description: This is a short, one-sentence long description of the offer.
• Club Access: This determines members club access. If you have multiple reciprocal locations, you can set this to All Access in order to allow members to check in to all locations. Single will restrict members to checking in to just the location they are signing up at.
• Max Additional Cardholders: This sets the maximum number of additional members that can be added to a membership. If this is for a single person, set this to 0.
• Signature Required: This will require the member to sign the contract when they sign up.
• Fixed Begin Date: This will lock the membership to starting on a specific date. This works very well for presale memberships.
• Begin Date Offset: This will offset the begin date of the membership by a number of days. Leaving this blank will have the membership start the day the member signs up.

Long Description

The Long Description is where you can enter a long, detailed description of the offer. Be aware, this information only appears on the actual contract for the membership, nowhere else. Use this field to enter any additional details or information on the membership.

Long Descriptions also come with an Display in Online Join toggle which allows the long descriptions to appear on external offers.

Long Description - Display in Online Join

Offer Terms and Conditions

The Offer Terms and Conditions is where you can add your terms and conditions from the Generic Terms (see Setup and Manage Offer Terms and Conditions). You can always type them in by hand or copy them from a Word document/PDF, but if you've set up your Generic Terms, then you can simply select the terms from the dropdown menu. This will automatically copy the terms and conditions for you.

Import from Generic Terms

Additionally, there is an option to have Online Offer Terms and Conditions. These are terms and conditions that are specific to this offer when being sold online. These terms and conditions are added just like regular terms and conditions.

Online Terms and Conditions

Online Terms and Conditions will be used in place of regular Terms and Conditions when signing up for this offer externally. If no Online Terms and Conditions are added, the regular terms and conditions will be used instead. Online Terms and Conditions are not required, even if this offer will be available online.

Payment Terms

The Payment Terms section is the most important section when creating a new offer. This is where you will set up the details for the cost of the membership. A nice feature of the Payment Terms is the ability to create more than one for each offer. This lets you create payment plans for your members to choose from, giving them more options to customize their membership.

Create a new Payment Term by clicking Add New. For this article, we will only be looking at the basics of Payment Terms. For Offer Discounts and Sessions Per Payment, see the respective articles for more information.

Details

The first section of a new payment term is the Details section.

Payment Terms Details

• Term Description: This is the name of the Payment Term.
• Payment Frequency: This is how frequently the member will make payments. This can be set to Weekly, Bi-Weekly, Monthly, Bi-Monthly, Quarterly, Semi-Annually, Yearly, and Paid in Full. If you selected Open Ended for the Offer Length, then you will not have the Paid in Full frequency option.
• Payment Amount: This is the amount that the member will pay when each payment is due.
• Total Payments: This is the total number of payments the member will need to make. This will be based on the Offer Length and the Frequency. E.g. a 12 month offer at a frequency of Bi-weekly will have 24 total payments. If you selected Open End for the Offer Length, this field will be greyed out and cannot be edited.
• Fee Per Cardholder: This will automatically add an additional cost to the member dues based on the number of members on one membership.
• Allow Negotiation: Allows some limited adjustments to be made to the cost and details of the offer
• Min Payment Amount: The minimum amount for the dues when adjusting the price of the membership. Note: Only available when using the Allow Negotiation toggle
• First Full Payment Day (Prorate): Sets the day members will make their first full dues payment. This should be used if you prorate your dues. Only available for Weekly and Monthly payment frequencies
• Fixed First Payment Date: This will lock the first payment made to a specific date. By default, the member will make their first payment on the day they sign up. This works very well for presale memberships.
• Payment Date Offset: This will offset the first payment by a number of days. By default, the member will make their first payment on the day they sign up.

Settings

The next section is the Settings section. Here you will find options for External Sign up and your Payment Terms settings.

Payment Term Settings

• Available in Member Enrollment: This toggle makes the offer available internally in the Member Enrollment application.
• Available in Online Join: This toggle makes the offer available externally for people to sign themselves up.
• Sign Up Type: This will determine which member type can select this payment term.  New/Replacement means that only New members or members whose accounts are being Replaced can select this payment term. Renewal means that only members who are renewing their membership can select this payment term. Both means that anyone can select this payment term.
• Advertised Online Join Payment Amount: This field will change the price displayed for this payment term in Online Join. This should only be used if you want to display the membership cost before taxes
• Include (plus taxes and fees) note: Will include an additional note alongside the membership cost externally that indicates taxes and fees will be applied to the cost
• Payment Contract Terms: This is where you can import your Payment Terms and Conditions from the Generic Terms (see Setup and Manage Offer Terms and Conditions). You can always type them in by hand or copy them from a Word document/PDF, but if you've set up your Generic Terms, then you can simply select the terms from the dropdown menu. This will automatically copy the terms and conditions for you.

Renewal Terms

The last section of Payment Terms that will be covered in this article is the Renewal Terms section. The Discounts and Sessions Per Payment sections are explained in their own articles. This section is where you can setup the Preset Renewal for a given payment term.

The Renewal Term can be set to No Renewal, Renew to Term, or Renew to Open-End. Renew to Term will simply preset the details of the membership that the member will renew into once the current membership expires. This will NOT happen automatically. See the article on Renewing a Membership. Renew to Open-End will set the membership up to automatically rollover to an open-end membership once the current membership expires.

For this section, you will need to select the Renewal type, fill in the information, and then add your Preset Renewal Terms and Conditions. Just like the previous information, this can be added manually or imported from the Generic Terms (see Setup and Manage Offer Terms and Conditions).

Adding a Preset Renewal

The ability to set Renewal Payment Frequency as part of the Renewal Terms is available on customer request. Otherwise, Renewal Payment Frequency defaults to match Payment Term Payment Frequency, or Monthly if the Payment Term Payment Frequency is Paid In Full. Contact an Account Manager or ASF Support to get this set up. 

Items

The Items section is used to add additional Point of Sale items to the offer in the form of up-front costs or recurring add-ons. This article is not going to cover the process of how to set up POS items to be used here. Be sure to check out the articles on those subjects if needed.

Select either the POS Items tab or the Add-ons tab and click Add New to add a new Item. Both POS Items and Add-ons will have various additional settings that you can manage before adding the Item.

Adding Offer Items

Finishing Up

Once everything is set up the way you need it, you can Activate your offer by using the toggle in the upper right. You can also create a copy of the offer if you need another, similar offer by using the Copy Offer button. Lastly, you can always delete an offer using the Delete button, however this is generally NOT recommended. If you ever need to stop using an offer, it is recommended to simply Deactivate it instead.

From Left to Right: Copy Offer, Delete Offer, Activate/Inactivate Offer