Articles on: JoinCU

JoinCU:How To Configure an "Open" Association

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



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

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