---
schema_version: "1"
id: a3d4ea37e3a495483d34d72ac198630addba66bdac54a63c4f71bb9851356cca
title: Configure Memberships
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_memberships.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 051d76bac1e57b883871c0212794d8704ce4ca4128e20614a0fed666f46c9316
description: Learn how to manage memberships in NPSP.
products:
  - Nonprofit
release: "264"
---
# Configure Memberships

Learn how to manage memberships in NPSP.

- **[About Memberships](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    NPSP Memberships represent an individual or household giving a donation to join a group or organization, much like a subscription. It's up to the organization to decide the length and level of membership based on the donation amount.
- **[Create Membership Opportunity Stages](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    Create these Opportunity stages for Memberships. (If you already have these stages configured, you don't need to recreate them.)
- **[Create an Opportunity Membership Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    Steps for creating a record type on Opportunities to manage your memberships.
- **[Assign Page Layout to Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    Edit the page layout assignments so that the Membership Record Type is using the Membership Page Layout for all appropriate profiles.
- **[Configure Membership Record Type For Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    Where you select the Membership record type for rollups depends on if you're using Customizable Rollups, legacy out-of-box NPSP rollups, or User Defined Rollups.
- **[Add a Lightning Action to Contacts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    Add a Lightning Action to Contacts to easily create a new Membership from a Contact record.
- **[(Optional) Set a Grace Period](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    After a Membership expires, the Membership Status is set to Grace Period. This is the period of time (in days) before the Membership Status is set to Expired. You can choose how long you want the grace period to last. The default is 30 days.
- **[(Optional) Customize Member Levels](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_memberships.htm&release=264.0.0&type=5)**  
    NPSP includes these member levels: Gold, Silver, and Bronze. You may want to customize these names or add more values. You can do so by editing the picklist values for the Member Level field on Opportunities.

## About Memberships

NPSP Memberships represent an individual or household giving a donation to join a group or organization, much like a subscription. It's up to the organization to decide the length and level of membership based on the donation amount.

NPSP Memberships uses the following object:

- Opportunity (standard object): Use a custom Membership record type on Opportunity to track memberships.

### Feature Release Information

This feature was released prior to NPSP version 3.0. If this feature isn't configured in your org, complete these steps. To find your installation date, see [Find Your Installation Date](https://help.salesforce.com/s/articleview?id=sfdo.npsp_find_your_installation_date.htm).

## Create Membership Opportunity Stages

Create these Opportunity stages for Memberships. (If you already have these stages configured, you don't need to recreate them.)

    
| Stage Name | API Name | Type | Probability | Forecast Category |
| --- | --- | --- | --- | --- |
| Prospecting | Prospecting | Open | 10% | Pipeline |
| Pledged | Pledged | Open | 10% | Pipeline |
| Closed/Lost | Closed/Lost | Closed/Lost | 0% | Omitted |
| Closed/Won | Closed/Won | Closed/Won | 100% | Closed |
| Withdrawn | Withdrawn | Closed/Lost | 0% | Omitted |
| Posted | Posted | Closed/Won | 100% | Closed |

To add Opportunity stages:

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. Click the **Object Manager** tab.
3. In the list of objects, click **Opportunity**.
4. Click **Fields & Relationships**.
5. Click the **Stage** field.
6. In the Opportunity Stages Picklist Values related list, click **New**.
7. Enter the Stage Name, API Name, Type, Probability, a Forecast Category as shown in the table.
8. Click **Save**.

For more information on how to create Opportunity stages, see [Understand and Customize Sales Processes and Paths](https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/understand-and-customize-sales-process-and-path-npsp).

## Create an Opportunity Membership Record Type

Steps for creating a record type on Opportunities to manage your memberships.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Record Types**.
4. Click **New** and create a new record type with these details:
    
    - Record Type Label: Membership
    - Record Type Name: Membership
    - Sales Process: Donation
    - Description: Use this record type to record memberships
    - Active: selected
    - Enable for Profile: Select for any profile that needs access to memberships
    - Page Layout: Membership Layout
    
    ![Membership record type](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/member_rt.png)
5. Click **Save**.

For more information on creating record types, see [Create Record Types](https://help.salesforce.com/s/articleview?id=platform.creating_record_types.htm&type=5).

## Assign Page Layout to Record Type

Edit the page layout assignments so that the Membership Record Type is using the Membership Page Layout for all appropriate profiles.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Record Types**.
4. Click **Page Layout Assignment**.
5. Click **Edit Assignment**.
6. In the Membership column, make sure the Membership Layout is selected for the appropriate profiles.
7. Click **Save**.

## Configure Membership Record Type For Rollups

Where you select the Membership record type for rollups depends on if you're using Customizable Rollups, legacy out-of-box NPSP rollups, or User Defined Rollups.

If you're using Customizable Rollups, set the Membership Record Type in a filter group and then apply it to the rollups themselves.

1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
2. Click **Donations** | **Customizable Rollups**.
3. Click **Configure Customizable Rollups**.
4. Click **View Filter Groups**.
5. Depending on how NPSP was installed, your org may already have a filter group called **Memberships: Won**. If so, click **Edit** on the Memberships:Won filter group. Otherwise, click **New** to create a new filter group.
6. Depending on how NPSP was installed, the Memberships:Won filter group may already have a rule to filter on record type. If not, or if you've created a new filter group, add a rule with these values:
    - Object = Opportunity
    - Field = Record Type ID
    - Operator = In List
    - Value = Membership (or whichever Record Type you use for Memberships)
        
        ![Filter rule for opportunities with Membership record type](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/member_filter_rule.png)

Now you can use the Membership filter group in any Customizable Rollup for Memberships.

If you're using legacy out-of-box NPSP rollups or User Defined Rollups, set the Membership record type in NPSP Settings:

1. In the NPSP app, click the NPSP Settings tab.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note If you don't see the NPSP Settings tab in your org, you can find it in the App Launcher.
2. Click **Donations** | **Membership**.
3. Click **Edit**.
4. In the Membership Record Type Names menu, select **Membership**.
    
    ![Membership Record Type Names setting in NPSP Settings](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/member_npsp_setting.png)
5. Click **Save**.

## Add a Lightning Action to Contacts

Add a Lightning Action to Contacts to easily create a new Membership from a Contact record.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Contact**.
3. Click **Buttons, Links, and Actions**.
4. Click **New Action**.
5. Fill in the following details:
    - Action Type: Create a Record
    - Target Object: Opportunity
    - Relationship Field: Primary Contact
    - Record Type: Membership
    - Standard Label Type: New \[Record Type\]
    - Name: NewMembership
        
        ![New Action for Memberships](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/member_action.png)
6. Deselect **Create Feed Item** (unless you want a Chatter post each time a user creates a Membership with this Action).
7. Click **Save**.
8. In the Page Layout editor, add the following fields to the New Membership Quick Action layout:
    - Opportunity Name
    - Close Date
    - Stage
    - Amount
    - Member Level
    - Membership Start Date
    - Membership End Date
    - Membership Origin
    - Optionally, remove the Next Step field
9. Click **Save**. Next you’ll set default values for the Close Date and Opportunity Name fields.
10. In the Predefined Field Values list, click **New**, then enter the following values:
    - Field: Close Date
    - Value: Today()
11. Click **Save**.
12. In the Predefined Field Values list, click **New**, then enter the following values:
    - Field Name: Opportunity Name
    - Formula Value: Contact.FirstName & " " & Contact.LastName & " Membership " & TEXT(MONTH(TODAY())) & "/" & TEXT(DAY(TODAY())) & "/" & TEXT(YEAR(TODAY()))
13. Click **Save**.

Finally, add the Lightning Action to the Contact Lightning page layout:

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Contact**.
3. Click **Page Layouts**.
4. Click **Contact Layout**.
5. In the palette, click **Mobile & Lightning Actions**.
6. Drag the New Membership Lightning Action to the Salesforce Mobile and Lightning Experience Actions section of the Page Layout.
    
    ![Contact page layout with the New Membership action highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/member_action_on_pl.png)
7. Click **Save**.

## (Optional) Set a Grace Period

After a Membership expires, the Membership Status is set to Grace Period. This is the period of time (in days) before the Membership Status is set to Expired. You can choose how long you want the grace period to last. The default is 30 days.

1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
2. Click **Donations** | **Membership**.
3. Click **Edit**, and enter a value in the Membership Grace Period field.
4. Click **Save**.

## (Optional) Customize Member Levels

NPSP includes these member levels: Gold, Silver, and Bronze. You may want to customize these names or add more values. You can do so by editing the picklist values for the Member Level field on Opportunities.