Membership Attributes

Rachael Norris
Rachael Norris
  • Updated

You can set up Membership Attributes to store extra information about Memberships on your Spektrix system.

In this article, we’ll provide some example use cases and cover how to create a Membership Attribute.

Before getting started with Membership Attributes, take a look at:


Why use Membership Attributes?

You can use Membership Attributes to group your Memberships.

Membership Attributes will display as additional fields to be completed when creating new Membership items. If needed, you can make the Attribute required to ensure this information is always completed. 

You can apply Membership Attributes retrospectively by editing a Membership.


Example use cases

You can use Membership Attributes to group your Membership items for Reporting purposes. You can also use them in API Website Integrations to create filtered pages.

For example, you might want to group all of your Membership items into different categories based on their benefit amount. For example, you could create a Membership Attribute named Membership Categories with Values including ‘Over £500’ and ‘Under £500’.

This will mean you can then group any Memberships with the Attribute Value ‘Under £500’ in Reports.


How to create a Membership Attribute

To create a new Membership Attribute, navigate to the Settings Interface > Attributes > Membership.

TIP: You'll need the Settings Administrator user role to create and edit Attributes. If you don’t have this permission, ask the administrator in your organisation.

Click the New Attribute Definition button:


Attribute Definition

Next, you’ll be asked to input information to define the parameters of your Attribute.

WARNING: You cannot change the name of an Attribute once you have created it.

Complete the following information:

  • Name: give the Attribute a clear and descriptive name. Attribute names cannot include special characters (, . - & ! / etc.). Your Attribute name cannot be longer than 50 characters.

TIP: Consider if your Attribute will be visible to customers on your website when choosing the name of your Attribute.

  • Type: choose the Attribute Type.

  • Description: use this field to make it clear to other members of your team what the purpose of this Attribute is. This description will only be visible in the Admin Interface.

  • This Attribute is visible in your API integrations: check this box to make this Attribute available to the API.
  • This Attribute is always required: check this box to make it so that this Attribute cannot be skipped or left empty.

    Required Attributes will appear with a red line. You’ll need to enter information in order to proceed:

REMINDER: Check Box Attributes can never be set to required, as they work on a Yes/No response. This means that leaving the box unchecked is a valid response.

  • This Attribute is protected: this option is greyed out as you cannot protect Membership Attributes.

  • Length: choose the maximum number of characters that can be entered, or set the exact number of characters which have to be entered to proceed. A text field can contain a maximum of 255 characters.

  • Allow users to enter free text for this Attribute: this option is only available for Dropdown List Attributes.

  • Unique Value: check this box if you require a unique Value to be entered every time.

Once you are happy with the information you have entered, click Create Attribute Definition.


Attribute Values

If you choose a Dropdown List, you will then need to add in the Values. 

Type each of your Values for this Attribute on a separate line. Each line appears as a value in this Attribute’s Dropdown List 



      • Select the Attribute you want to edit. 
      • Go to Attribute Values.
      • To add a new Attribute Value click New Attribute Value.
      • You can rearrange the Values by clicking and dragging them from the grey dots on the left:
    • Clicking the grey trash can icon will delete the Attribute value.
    • Click on the name of the Attribute value to edit.

    WARNING: Editing the name of an Attribute Value will replace all existing Values with the new value. If your website integration uses this Attribute then this may prevent your website integration from working correctly.

    • Click Update Attribute Value if you are happy to proceed.


Membership Attributes in the Admin Interface

Once created, your new Membership Attribute will appear in the Admin Interface > Subscriptions > Membership.

In this example, you can see the Dropdown List Membership Attribute when creating a new Membership:

If you want to add an Attribute Value to a Membership item you have already created, you can edit the item and apply the Attribute Value by clicking the edit button.


Membership Attributes online

Membership Attributes are not visible to Customers. However, they can be used as part of your API website integration. For example, you may wish to display a Membership page filtered by a specific Membership Attribute.

Confirmation Text and Account Codes

You can apply Confirmation Text Attribute to Memberships to display extra information in your plain text Confirmation Emails that are generated when someone makes a purchase. If you're using Classic Checkout, Confirmation Text will also display to customers on the Order Summary page. 

Account Code Attributes can also be added to Memberships for use in Reporting.


Further Reading

To continue learning about Memberships, take a look at the following articles:

You can find more articles in the Customer Loyalty and Fundraising section of the Support Centre.