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Membership Join and Renew Process

Purpose​

This document outlines the AANP Membership Join and Renew Process, providing a clear guide to implement the logic in Commerce Cloud and/or Experience Cloud.

The process ensures users are presented with appropriate membership options based on their status, history, and demographic data.

Authentication and User Identification​

User logs in with their AANP account or creates a new one.

Account Information​

User's account information is retrieved and can be updated if necessary.

Membership Type Selection​

1. Initial Membership Type Retrieval

  • Criteria: Products that are marked as Web Enabled, Is Sold, Is Active, and belong to the product category "Membership - Individual" are included.

2. Initial Criteria Checks

  • Checks include:
    • Current Membership Status
    • Current Membership Type
    • Auto-Renewal Status
    • Previous Memberships (e.g., Career Starter, Post Master's)
    • International Address
    • Board or NPI Address

3. Determine Fellow Status

  • Fellow Type Membership Availability:
    • Retired Fellow: Retired Member
    • Regular Fellow: Choose NP or Post Master's
    • Honorary Fellow: Choose Retired, NP, or Associate
    • Other Fellows: Choose Retired, NP, or Post Master's
    • Former and Inductee Fellows are excluded from the Fellows logic and treated as a normal join and renew.

4. Filter Based on Eligibility and Restrictions

  • Restrictions include:
    • Career Starter: Only available once per account, normally during the first year of practice after graduation, and not available if the user has previous Career Starter, NP, Post Master's, Associate, or Retired membership or a board address.
    • Student: Not available if the user has had five years of student membership, a previous incompatible membership (e.g., NP, Retired), or a board address.
    • International Membership: Only available to users with an international address.

5. Default Membership Type Assignment

  • Assignment logic:
    • Current members have their current membership type set as default.
    • Non-members with a US address default to "NP Member."
    • Non-members with an international address default to "International Advanced Practice Nurse."

6. Sorting the Membership Types

  • Sort Order:
    • NP Member
    • Student Member
    • Post Master's Student Member
    • Career Starter Member
    • Retired Member
    • Associate Member
    • International Student Member
    • International Advanced Practice Nurse

Member Type Selection Decision Tree​

View the Membership Type Selection Diagram

Membership Type Questionnaire​

Specific questions and membership types may be disabled based on the user’s history, previous memberships, and addresses as found in the sections previous to this.

1. What is your current status as a Nurse Practitioner?

  • I am a licensed and/or certified Nurse Practitioner
  • I am a retired Nurse Practitioner
  • I am not an NP but support NPs
  • I am currently a Student

Additional Questions for Licensed and/or Certified Nurse Practitioners​

  • Question: Are you in an NP program?
    • Options: Yes, No
  • Question: Are you in your first year of practice?
    • Options: Yes, No

Additional Questions for Students​

  • Question: What school are you attending?
    • Options: Dropdown of Schools
  • Question: I attest that I am currently enrolled in an entry-level NP program.
    • Options: Checkbox

Options for Other Statuses​

  • Retired Nurse Practitioner: Retired Member
  • Not an NP but supports NPs: Associate Member
  • Currently a Student: Student Member

Discount Selection​

After making your membership type selection, you are presented with a page to determine any discounts that may be applied to your order.

If the user currently serves in the military or is a veteran, they receive a $10 discount.

If the user enrolls in auto-renewal, they receive a 5% discount on this renewal and all future renewals. Note that if we decided to reduce, remove or increase this discount later, we would need a way to bulk update existing subscriptions.

Some users will not see the Auto-Renewal option. Student, International Student, Career Starter and Lifetime members aren't given the option to auto-renew.

Order Summary and Payment Page​

The order summary gives the user one last chance to make changes to their selections.

Order Summary​

The order summary lists all products added to your cart and allows you to remove or change the items. Changing your membership types starts you through the wizard and you must push through all the steps again.

Campaign Codes​

Campaign Codes are applied on the payment page. Aptify allows you to create a campaign code that can be used in various ways:

  • For a specific product or set of products
  • For a specific person or group of persons
  • Beginning and/or ending at specific dates and times

Campaign codes are trackable. Membership team can identify the exact usage of campaign codes and a summarized total of how many usages it has had. When an order is viewed in Aptify, the associated campaign can be seen as part of the product detail lines and the order summary.

While Aptify allows for many different types of campaign codes, ours have always been for memberships.

Campaign codes can be a percentage of the product(s) or total order; or they can be a specific dollar amount off the product(s) or total order.

Campaign codes have financial GL Codes attached to them.

Campaign codes are only applied to the current order and are not applied to future auto-renewal orders.

Payment​

After a review, they can then make a credit card payment. Card number, expiration date and CCV.

A few notes around payments:

  • If this user has already placed another membership order within 2 hours of the current one, they aren't allow to place a new one. This is an attempt to reduce duplicate payments.
  • We use standarized data attributes for autocomplete to make it easier to populate the credit card data.
  • We check the expiration date and don't let them submit if the expiration date is passed.
  • If a payment fails we do not currently show the user any specifics as to why it failed, but we'd like to present them with more information moving forward.

Thank You Page​

A simple thank you page is presented tot he user letting them know the payment was processed successfully. One item to note is that if a user account was created during the join process, a login token is generated here which allows them to continue to our main website.

A common membership call in issue - users want immediate access to paywalled information, so they pay for a membership and then refresh the related WWW.AANP.ORG page and expect to see the content. You have to re-login first for the content to appear.

We've attempted a few work arounds for this issue using a cookie value "refreshWwwUser=true". It's not always successful but has helped a bit.

Join and Renew Page Flow​

Matrix Tables​

Membership Types and Subscription Rules​

Membership TypeAuto-Renewal AllowedInternational Address AllowedAllowed for FellowsAdditional Restrictions
NP MemberYesNoYes-
Student MemberNoNoNoNot eligible if account has a previous NP or Retired membership on file, board address, or over 5 years of student membership.
Post Master'sYesNoYes-
Career StarterNoNoNoOnly available once per account, normally during the first year of practice after graduation, not eligible if account has a previous NP, Retired membership, or board address.
Retired MemberYesNoYes-
Associate MemberYesNoNo-
International StudentNoYesNoNot eligible if account has a previous NP or Retired membership on file, or board address.
International Advanced Practice NurseYesYesNo-

Appendix: Testing Scenarios​

Scenario 1: User on Auto-Renew​

StepsExpected Results
* User logs in.User is identified as being on Auto-Renew.
* System checks membership status.System identifies auto-renewal status.
* User is prompted to contact customer support.Appropriate support message displayed.

Scenario 2: Fellow User​

StepsExpected Results
* User logs in.User is identified as a Fellow.
* System checks Fellow type.Correct Fellow type is identified.
* Display membership options based on Fellow type.Appropriate membership options displayed.

Scenario 3: Licensed Nurse Practitioner​

StepsExpected Results
* User selects "licensed and/or certified Nurse Practitioner."System identifies user as NP.
* System checks if user is in an NP program.Correct membership options displayed.
* System checks if user is in the first year of practice.Correct membership options displayed.

Scenario 4: Retired Nurse Practitioner​

StepsExpected Results
* User selects "retired Nurse Practitioner."System identifies user as Retired NP.
* System displays Retired Member option.Retired Member option displayed.

Scenario 5: Current Student​

StepsExpected Results
* User selects "currently a Student."System identifies user as Student.
* System checks previous Student memberships.Correct membership options displayed.
* System checks if user is in an NP program.Correct membership options displayed.
* System checks school enrollment.Correct membership options displayed.

Scenario 6: Non-NP Supporter​

StepsExpected Results
* User selects "not an NP but supports NPs."System identifies user as Associate.
* System displays Associate Member option.Associate Member option displayed.

Scenario 7: International Address​

StepsExpected Results
* User logs in with an international address.System identifies international address.
* System displays only international membership options.Correct membership options displayed.

Scenario 8: Ineligible for Student Membership​

StepsExpected Results
* User selects "currently a Student."System identifies user as Student.
* System checks previous incompatible memberships (e.g., NP, Retired).Correct membership options displayed.
* System checks if user has had five years of student membership.Correct membership options displayed.
* System checks if user has a board address.Correct membership options displayed.

Appendix: Reference Materials​