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A tier can cover more than one person. A Couple tier covers two, a Family tier might cover four or five. The limit is set on the tier, under Member limit. Everyone covered gets their own record in Advocora, so you can email them, see them on the household, and count them properly in reports.

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When someone joins online

If the tier they pick covers more than one person, the enrollment form says so—“Covers up to 2 people”—and a Who’s covered section appears after their own details. They’re listed first as the primary member. Then they can add the others: a first and last name for each, and an email if that person has one.
The email is optional on purpose. A spouse or a child often doesn’t have one, and requiring it would leave you adding them by hand afterwards.
A few things worth knowing:
  • Adding anyone is optional. Someone can buy a Couple membership on their own and add a partner later.
  • Names are required once a row is started. A half-filled row is refused rather than quietly dropped, so nobody gets lost between the form and your records.
  • Switching to a smaller tier trims the extra rows, and the section disappears entirely for a single-person tier.
When the payment goes through, the membership is created with everyone already attached. The thank-you message names who’s covered.

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Adding someone afterwards

Open the membership from Memberships → Members and go to the Members tab. The heading shows how full it is—“Members (1/2)“—and tells you how many more the tier allows.
  1. Choose + Add member.
  2. Search for the person by name or email.
  3. If they’re already in Advocora, pick them.
  4. If they aren’t, choose Add someone who isn’t in the CRM yet and enter their name. An email is optional. They’re created in this membership’s household.
You can also swap one covered person for another, or move the primary-member role, from Edit on the same tab.

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Who ends up where

When you add a member and the email matches someone already in Advocora, that existing record is used rather than a duplicate being made—and their household doesn’t change. They simply also belong to this membership as well. When a supporter adds someone through a public enrollment form, Advocora only reuses a record that already sits in that supporter’s own household. Anyone else is created fresh. This keeps a public form from reaching into the rest of your database, and it means an online signup occasionally creates a second record for someone you already had. Contact merge tidies those up.

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Removing someone

Removing a member unlinks them from the membership. It does not delete the person—their contact record, giving history, and email history all stay. The primary member can’t be removed; move that role to someone else first, or cancel the membership.

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Troubleshooting

  • The form didn’t ask for other members. The tier’s member limit is 1. Raise it under Memberships → Tiers, then check the form still offers that tier.
  • Only one person came through on a couple’s signup. Adding others is optional—the supporter may have skipped it. Add them from the membership’s Members tab.
  • “This membership already has its tier maximum.” The roster is full. Either remove someone, or move the membership to a tier that covers more people.
  • A member appears twice. Two records for the same person. Use Contact merge.
  • Moving to a smaller tier is refused. A membership can’t cover more people than its tier allows. Remove members down to the new limit first.