Home → Membership → Value Statement → Configuring the value statement

9.2. Configuring the value statement

Once activated, the value statements page can be configured to suit the needs of your organisation.

To configure value statements, go to Main Menu -> Membership -> Value Statements.

Navbar / Main

This section controls the branding, navigation buttons, and core styling used in the main navigation bar.

Your Company Logo

Provide a direct link (URL) to your company logo image.

Recommended formats: PNG, JPEG or JPG
The logo will appear in the main navigation area

Your Header Message

Enter the short message displayed above the company name in the header.

This is often used to provide the title of the Value Statement, such as "Member Value Statement For"
Keep the text concise for the best visual impact

Introduction Section Button Title

Enter the text label for the Introduction button in the Navbar.

Keep titles short to avoid layout issues
Example: “Introduction” or “Welcome”

Membership Section Button Title

Specify the title displayed on the Membership button in the Navbar.

Example: “Membership”

Renewal Section Button Title

Enter the title for the Renew Membership button.

Clearly indicate the purpose, such as “Renew” or “Renew Membership”

Section Two Button Title

Provide the title for the second custom navigation button.

Use a name that clearly reflects the content of the section

Company Name Colour

Enter the hexadecimal colour code used for displaying the company name.

Example: #003366

Referral Value

Define the monetary value assigned to making a referral.

Enter decimal numbers only (no currency symbols)

Member Offer Value

Set the default monetary value applied when a member posts an offer.

Member News Value

Set the default monetary value applied when a member posts a news item.

Member Event Value

Set the default monetary value applied when a member posts an event.

Member Vacancy Value

Set the default monetary value applied when a member posts a vacancy.

Primary Colour

Define the primary colour used in the Value Statement area.

This colour should align with your brand identity
Enter as a hex code (e.g. #0055A5)

Font Colour

Enter the hexadecimal colour code for standard text.

Ensure readability across all backgrounds

Font Family

Specify the font family used throughout the platform text.

Example: Arial, Roboto, Open Sans

Membership Area

This section allows administrators to configure the membership-related cards and activity tables displayed to users on the Value Statement. Each option determines whether a specific card or category is visible and allows customisation of titles, labels, and display logic.

Use Membership Type

Toggle to show or hide the Membership Type card.

Membership Type Title

Enter the title that will appear on the Membership Type card.

Use Membership Status

Toggle to show or hide the Membership Status card.

Membership Status Title

Enter the title that will appear on the Membership Status card.

Use Joining Date

Toggle to show or hide the Joining Date card.

Joining Date Title

Enter the title that will appear on the Joining Date card.

Use Renewal Date

Toggle to show or hide the Renewal Date card.

Renewal Date Title

Enter the title that will appear on the Renewal Date card.

Use Your Activity

Toggle to show or hide the Your Activity card, which reflects the user's company activity.

Your Activity Title

Enter the title that will appear on the Your Activity card.

Use Your Savings

Toggle to show or hide the Your Savings card.

Your Savings Title

Enter the title that will appear on the Your Savings card.

Your Savings Line 1

First line of the savings message displayed to the user.

Your Savings Line 2

Second line of the savings message displayed to the user.

Your Savings Line 3

Third line of the savings message displayed to the user.

Use Full Activity

Toggle to show or hide the Full Activity area, displaying all activity data in a table.

Your Full Activity Title

Enter the title for the Full Activity card.

Minimum Value Of Savings To Display To User

This setting determines the minimum savings required for a user’s monetary savings to be displayed.

If a user’s savings fall below this threshold, the value will not be shown. Instead, a default message will appear, based on the Use Safety Net setting.
Refer to the Use Safety Net field for further guidance.

Use Safety Net

Some clients may choose to implement a safety net on their Value Statement.

The safety net ensures that monetary savings or value are not displayed if the user has not yet saved at least the price of their membership.
Monetary savings will only be displayed when the user’s total savings surpass the sum of the company’s Membership Amount + Minimum Savings.

Activity Categories

Each activity category can be toggled on or off for display, and a custom label can be assigned for the Full Activity table.

Category	Use	Label	Additional Notes
Booking (Events)	Use Booking (Events)	Label Booking (Events)	Displays event bookings.
Booking (Training)	Use Booking (Training)	Label Booking (Training)	Displays training bookings.
Sale Service	Use Sale Service	Label Sale Services	Select which sale service items will appear in the Services Used section.
Export Documentation	Use Export Documentation	Label Export Documentation	Displays export doc activity.
Member Offers	Use Member Offers	Label Member Offers	Displays offers posted by the company.
Member News	Use Member News	Label Member News	Displays news posted by the company.
Member Events	Use Member Events	Label Member Events	Displays events posted by the company.
Member Vacancies	Use Member Vacancies	Label Member Vacancies	Displays vacancies posted by the company.
Quest Services	Use Quest Services	Label Quest Services	Displays quest services used by the company in the Full Activity table and the separate Quest Services section.
Membership Boosts	Use Membership Boosts	Label Membership Boosts	Displays boost items in the Full Activity table and the separate Membership Boosts section. Default Boosts field allows you to preset boosts to appear on all Value Statements each year.
Referrals	Use Referrals	Label Referrals	Displays referrals made in the Full Activity table and the separate Referrals section.

Membership Type Specific Information

You can configure default settings for specific membership types. To do this, navigate to:
Main Menu → System → Lists → Member Types list.

For each membership type, you can set:

Default Boosts – Specify boosts that should appear on all Value Statements for this membership type.
Value Statement Minimum Savings/Value – Define the minimum savings or value a member must achieve above their Membership Amount before monetary savings are displayed on their Value Statement. This is governed by the Use Safety Net setting.
- Leave this field as 0.00 to use the generic Minimum Value Of Savings To Display To User setting instead.

Notes & Best Practices

Define clear titles and labels – Ensure all headings and fields are easily understandable.
Leverage the minimum savings threshold – Display monetary value only when there is meaningful savings to show.
Include only relevant items – Limit Sale Services and Default Boosts to what’s applicable to avoid confusion.
Use membership-specific Default Boosts – Highlight tailored benefits for higher-tier members, such as "Logo advertised at all events" or "Logo advertised on email signature".

← Overview Generating value statements →

Knowledge Tags

This page was: Helpful | Not Helpful