Table of Contents

Member Benefits

Members-Only Content

Chorus America’s website publishes content for many audiences. One of the benefits of membership is access to members-only content. Users who are not members (or who are not logged in) will see a preview of the restricted content along with a prompt to login or join.

This functionality is provided by a Drupal module named Node Option Premium.

Global Configuration of Node Option Premium

The module has few global configurations. Click Configuration > Workflow > Node Option Premium. This allows configuration of the message(s) that appear after the teaser version of the content.

Restricting a specific node

  1. Initiate creation of a node of any type: Content > Add Content > Article, for instance.
  2. Enter a body for the content. Click "Edit Summary" to enter a teaser for the node. This "teaser" version is what will be displayed to unauthorized users. (If you enter nothing, Drupal will display a truncated version of the full body according to presets defined elsewhere.)
  3. At the bottom of the add/edit screen, click the "Publishing options" tab and check "Premium content," then save the node.

Permissions

Permissions are managed by content type. Staff who should be able to toggle whether or not a piece of content is treated as "premium" should be assigned to a role with "Override premium content" for that content type. Likewise, users who should be able to view full versions of a node should be assigned to a role with "View full premium content" for that content type.

Note, then, the different levels of granularity in play:

  • At the level of content type (e.g., Article, Resource), we can decide which types of users (e.g., only Members and Board) can view the full premium versions of content, should we opt against the default of public visibility.
  • At the level of the individual node, we decide whether the content is fully public or “premium” and teased.

The Voice Subscription

One benefit of a Chorus America membership is a subscription to Chorus America's award-winning quarterly magazine, which highlights chorus news, artistic initiatives in the choral world, and advice and commentary on the business of running a successful chorus. Every member is eligible for this benefit. Organization (e.g., chorus) members are eligible for more than one subscription, to be conferred to related contacts.

Managing Direct Members' Subscriptions

Direct members (i.e., contacts, whether individuals or organizations, who directly purchase a membership) can choose whether or not to opt in to receiving The Voice. This selection is modeled as a group membership: members of the group "The Voice" have opted in.

Managing Conferred Members' Subscriptions

In the case of contacts whose membership is bestowed upon them by virtue of their relationship to a member contact (e.g., Primary Contact for a chorus), The Voice subscription works differently. Conferees of the subscription benefit are specified by a relationship "Receives Voice subscription from/Grants Voice subscription to." Here a few reasons for the different data model:

  • Consistency: The membership itself is conferred via relationship. It makes sense for this additional member benefit to be conferred the same way.
  • Auditability: The link between the organization and the individual contacts answers the question: why is Pat Doe on the subscription list? This is especially helpful if Pat has relationships to multiple choruses.
  • Control: While Chorus America's membership program has no rules regarding the number of memberships an organization may confer, it does have rules about how many subscriptions may be assigned. These rules are not currently enforced in code, but the data model encourages a mechanism similar to the "Max Related" field CiviCRM uses to limit the number of memberships that may be conferred by relationship.

Managing VIPs' Subscriptions

Contacts who should always receive The Voice, regardless of membership status, should be added to the group "The Voice ALWAYS".

Preparing a Mailing

Three groups form the basis of The Voice subscription list:

  • The Voice (current members): A smart group which provides the list of contacts whose membership is in good standing and who are opted in to the subscription.
  • The Voice (indirect members): A smart group which provides the list of contacts conferred a subscription to The Voice by a member in good standing.
  • The Voice ALWAYS: A static group which provides the list of contacts who should always receive The Voice, regardless of membership status.

Smart groups incur some overhead in CiviCRM. For smart groups composed of other smart groups, that overhead can be exponential. For this reason, creating a smart group for the final subscription list is not recommended. Instead:

  1. Go to Search > Find Contacts.
  2. Enter the groups named above in the "in" field and submit the form.
  3. On the following screen, select "Export Contacts" from the "Actions" dropdown.
  4. Follow the steps in the wizard to produce a CSV which can be sent to the mail house.

Updated: 2-12-2019