Steps to Add an Association

**1) Go to https://app.cucollaborate.com/ **

2) Log in

**3) Click on the JoinCU drop-down list **

**4) Click on the "FOM Rules" button **

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**5) Click the "Manage Associations" button **

**6) Click the "Add New" button **

** 7) Click the "Create New Association" **

** 8 ) Create association and click “Save” **

** 9) Click on the "Actions" button next to the association that was just created **

** 10) Click on the "Enable on JoinCU" button **

** 11) Confirm enabling **

**Steps to Open Association: **

• Go to https://creditunionmatch.com/join-credit-union#/
• Proceed through all questions
• Choose a contribution

**Open Association Logic works as explained below: **

1) If there is a single open association available for user to choose, then we should display:

Message: “Making a {dollar amount} donation to {name of association} will make you eligible to join {credit union name}“

With 3 buttons:

• Already Donated
• Yes
• No

2) If there are 2 to 5 open associations available for user to choose from, then we should display:

“Making a donation to any of the listed organizations will make you eligible to join {credit union name}”

With list of available open associations in form of radio groups (so user can select only 1 option)

With 3 buttons:

• Already Donated
• Yes
• No

3) If there are more than 5 open associations available for user to choose from, then we should display:

“Are you willing to make a donation to become eligible?”

With 4 buttons that represent the 4 least expensive dollar amounts that would let user to join an available open association.

For example, let's say user is trying to join a credit union, that works is with 6 open associations, that expect contributions: $10, $20, $30, $40, $50, $60, then there will be 4 buttons with values $10, $20, $30, $40

Updated on: 09/08/2022