Blender - Online Professional Membership Load Handling Guide
Version Control
Version
Date
Author
Reviewed By
Notes
1.0
28/04/2021
Paul Mehta
First Attempt
1.1
1.2
1.3
1.4
Table of Contents
Contents
Version Control 1
Table of Contents. 2
Load Summary. 3
Top Level Information. 3
Known Issues. 3
Matchers. 4
Contact Matchers. 4
Contact – Organisation. 6
Direct Debits. 8
Direct Debits without Diabetic Medicine. 8
Direct Debits with Diabetic Medicine. 9
Direct Debits with a top up donation. 10
Direct Debits Example. 10
Credit Card Payments. 12
CC with Diabetic Medicine. 12
CC with Diabetic Medicine. 12
Failed Credit Card Payments. 12
Debit Credit Card Payments. 13
DC without Diabetic Medicine. 13
DC with Diabetic Medicine. 14
Other Issues. 15
Renewing Online changing to DD. 15
Renewing Online Non DD. 15
Multiple enrolments on a given. 15
Joining when already a Supporting Member 15
Trying to change payment plan details via online form.. 16
Appendix 1 - 17
Load Summary
Top Level Information
Log Item
Notes
Load Runs Under
CCC Reporting
Load Name
[LIVE] Online Membership - Professional Membership 2
Load ID
J730ZVOJ
Wizard Name
[LIVE] Online Membership - Professional Membership 2
Frequency of Supply
Weekday between 09.00 and 09.30
SFTP Job Folder
/Usr/Manifesto/MF_MEMBERSHIP
File Name Mask
'MF_PROFESSIONAL_MEMBERSHIP_*.csv'
CIS Templates
TBC
CIS Data Source
MF for manifesto
CIS Source Code
0XGSTXP00
Source code linked to incentive = ‘PM’, this triggers -£2 detail line on direct debits
Source code linked to thank you letter = ‘010ENRACK’, this triggers financial fulfillment
Purpose of Load
Create New Professional memberships
Paying by DD / CC / CC
Optional Diabetic Medicine / Donation / Gift Aid
Consent by Chanels
Standard Questions to HCPs
(HCP – type of Job, HCPSI – Special Interest, HCP – Field)
Known Issues
Log Item
Date
Notes
Diabetic Medicine Price
04/05/21
Incorrect since 01/05/2020. Still £48 not £40
CIS product TBC
DD’s loaded at £38
04/05/21
Breaking on load, setting order to £36
Work around in guide
Wromg since implimentation
Gift Aid
04/05/21
Incorrect for DDs tbc
Config for CC/DC
04/05/21
Needs urgent review on multiple lines
Organisations
04/05/21
Creating Orgs with home addresses
Organisation Matcher adding home addresses as “branches” of as orgs
Matchers
Contact Matchers
Blender has matchers built in by the vendor.
If it finds a match it does not think is exact, it flags as ambiguous. Example below is for professional members on 30/04/2021
Click on the red ambiguous number;
The column has the raw data in the file
The row(s) has the potential match(s)
Scroll around the data:
- Click Radio button if you think they are the same person.
- If you think it is a new contact, click on the radio[AB1] button next to {None}
- DO NOT SKIP,
Save and then return
- The ambiguous count turns blue
- Click on the refresh icon
Once Refreshed you have matched / created contacts.
Assuming no organization matcher issues you can proceed to clearing the next set of exceptions.
Contact – Organisation
This is potentially an error only IT can fix.
The root cause is the collection of an “Organisation” name on the form at a home address, where the supporter repeatedly joins/cancels their membership.
Here is an example from 30/04/2021:
Clicking into the error:
If you look at the organization in CIS, you can see the impact. Many people on PM and Aventri forms have added the Organisation name of “university of Exeter”.
Prof M Tavakoli has been a member before. They have been linked to the organization called “University of Exeter” and their home address is now effectively a site address of the organization. THIS IS BAD.
In the example above:
The person is joining by DD
Clear DD exceptions and refresh the load (see section below on how to ensure other changes correctly applied)
The DD will be created and linked to the default address in Care, which happens to be the same address as supplied.
Check the record in CIS and confirm DD membership exists
Then skip the position error, to prevent creating the same bad data again
BUT AT THE TIME OF WRITING
- More is needed to understand what to do with Credit / Debit card payments.
- What to do with a cold contact, where trying to insert a position on a known organization.
Direct Debits
Direct Debits without Diabetic Medicine
All Direct Debit Payments Fail.
- This is because the Payment Method is null in the file.
- The Membership amount field is populated with a value of £38 which is incorrect
- All professional membership’s should be loaded with an amount of £40.
- This then allows dynamic sql[AB2] in CIS to apply the £2 DD discount to the order details. This is all triggered by an incentive attached to all professional membership source codes.
Fixing the import value from Manifesto to set the payment method to £40 and populating the payment method need discussion with the Digital Programe Manager.
The Fix
The error looks like:
Enter “A” in the frequency and overtype the 0 in the amount field with £40. This will set the order_deatils up properly, doing both parts are needed otherwise the membership is created as £36 (-2 from 38) and is corrected manually at the first renewal by Finance and membership!
Save the changes
Direct Debits with Diabetic Medicine
Because all DD’s fail on the payment frequency, Diabetic Medicine is an exception too.
There is now the opportunity to correct the price from £48 to £40. Again, enter A for annual and overtype both amounts of £48 with £40. Save and return.
Direct Debits with a top up donation
Top up donations fail again for DD’s on the missing payment frequency.
To fix enter the payment frequency of A. DO NOT overtype the amount fields.
Direct Debits Example
27/04/2021 - MEMPM99876
Failed on DD payment frequency, did a top up donation and had chosen diabetic medicine. All exceptions had to be applied in Blender to pass order into CIS at £83 for an annual professional membership.
The long-term fix to discuss with Finance and Digital is to change the values on the inbound data to be:
Column
Data As Is
Data To Be
External reference
MEMPM99876
MEMPM99876
Membership amount
38
40
Diabetic medicine choice
onlineonly
onlineonly
Diabetic medicine amount
48
40
Donation amount
5
5
Total amount
91
83 tbc
Payment frequency
A
Payment method
DD
DD
Credit Card Payments
CC with Diabetic Medicine
Type text here
CC with Diabetic Medicine
Type text here
Failed Credit Card Payments
A failed Credit Card will have
1 row in the file
Payment Method = CC
Transaction reference is null (nothing from world pay)
Transaction status = ‘P’
Will error under Membership Exceptioned Records
The error will say “REFERENCE”
The exception needs to be skipped by clicking on the dustbin
The reason should be set to “Invalid data – Should not be loaded”
Debit Credit Card Payments
DC without Diabetic Medicine
Every Debit Card payment fails!
They look like Credit Cards payments, there is no differentiation in the payment method.
Two identical rows are supplied on the same day, showing the successful payment twice.
External reference
Payment method
transaction reference
Transaction status
MEMPM99986
CC
16674909785
Y
MEMPM99986
CC
16674909785
Y
MEMPM100011
CC
14852820274
Y
MEMPM100011
CC
14852820274
Y
In blender this is errored in the two NDD rows:
The error states: PayingInSlipNumber: Cannot be blank.
And the PAYINGINSLIPNUMBER: is null
To correct this, take the start date and enter it into CIS backwards in the paying slip number field.
See the completed example below
The error
The error goes blue. You can now refresh the load
DC with Diabetic Medicine
Type text here
Other Issues
Renewing Online changing to DD
Type text here
Renewing Online Non-DD
Type text here
Multiple enrolments on a given
Type text here
Joining when already a Supporting Member
Each scenario needs individual assessment, looking into when they joined, how they paid last time. The only way to resolve is to start a conversation with IT / CCC / Membership / Finance! One row of data can generate half day's work across all four teams.
28/04/21 – Example
On review the error looks odd as a renewal, grab the contact number, and look in CIS.
CIS shows that the supporter joined as a professional member paying by CC on 19 April 2021
Latest attempt to be a member, is for a Prof Membership by DD
??????
Ask CCC to contact supporter.
They cannot be both
Do we cancel SM, get refund from finance, and then create the Prof Mem DD?
ARHHHHHHHHHHHHHHHHHH
Trying to change payment plan details via online form
Type text here
Appendix 1 -
i thik this may be considered a little jargon-ish for our guys. might need a little arrow included you the specific point? [AB1]
what does this mean? [AB2]