Membership Join and Renew Demo
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VIDEO TRANSCRIPT | Recorded: 2025-03-12 | Verify against current system state
Abstract
Comprehensive demonstration of the Salesforce membership wizard for UAT testing. Covers two account creation paths (account page vs wizard), the full join/renew process with veteran discounts, international membership tiers, auto-renewal configuration, promotional coupon stacking, forgot password functionality, cart status tracking, and subscription/membership record creation. Demonstrates asynchronous processing compared to Aptify's synchronous approach.
Key Procedures
Create account from portal or through wizard
Complete join/renew wizard with member type selection
Apply veteran discount and auto-renewal
Add communities and network research
Process checkout through Commerce Cloud
Verify subscription and membership records created
Test forgot password flow
Impersonate users for testing
Track cart status (abandoned, closed, checked out)
Notable Statements
0:05:45 "Once I have that information imputed and submitted it automatically logs me into the portal side of things"0:08:13 "The photo on the person account... it's a true photo... not HTML"0:09:52 "We had a requirement to have this page all the information saved for two hours"0:14:28 "Commerce cloud is built on experience... the checkout itself is just rerouting to the commerce cloud page"0:18:09 "A product was added to their cart that's zero dollars. That is new"0:21:30 "We have a status that would have it as pending and then marketing cloud would pick it up"0:22:02 "Those products are actually subscription products that they just purchased that can be renewed"0:26:22 "For every membership products you buy... it is for a year... you're going to see a second membership record"0:28:26 "This field stays active as long as there is no break in membership"0:45:06 "In our order process and Aptify all of those processes... happen as you save... Here the process is queued asynchronously"0:49:06 "This works for impersonate on anything that is built within Salesforce... It will not SSO them into conference reg or communities"
Systems & Configurations
Systems Mentioned
Salesforce (UAT sandbox)
Commerce Cloud (checkout)
Experience Cloud (portal)
Marketing Cloud (cart abandonment emails)
Higher Logic (communities sync mentioned)
Account Creation Paths
Path
Entry Point
Result
Account page
amp.org account creation
Logged in user
Membership wizard
Join page directly
Account + membership
Wizard Steps
Step
Content
1
Personal info (name, email, address)
2
Membership type selection
3
Veteran/military status
4
Communities selection
5
Network for research opt-in
6
NPI attestation
7
Auto-renewal selection
8
Cart review
9
Commerce checkout
International Tiers
Tier
Countries
International Tier 1
Canada, etc.
No buyer group
United States
Discount Types
Type
Application
Veteran/military
Checkbox during wizard
Auto-renewal
5% discount on total
Promotional codes
Stacked on top of others
Cart Status Tracking
Status
Meaning
Pending
Cart abandoned
Closed
Checked out
Continuous Member Since Field
Condition
Behavior
No break
Original date maintained
Break in membership
New date set
Back dues paid
Manual adjustment possible
Auto-Renewal Salesforce Release Issue
Environment
Status
Dev sandbox
Working
UAT sandbox
Broken (release conflict)
Credentials/Access Mentioned
UAT sandbox access
Impersonate functionality (Experience Cloud only)
Osman, Kristine, Nick, Liz (participants)
Plus IT team (development partner)
Errors & Troubleshooting
Transcript Gaps & Quality Notes
Long demo session (53 minutes)
Multiple participants asking questions
UAT testing preparation
Recording for team reference
Manual orders and renewals are next sprint
New requirements still coming (retired attestation)
Trailing audio at end (empty "You" entries)