The Chartered Institute of Marketing

Step 1 – Check membership application details and update if necessary.

Step 2 – Once contact details has been updated, you will need to click on the new membership button on Helix on the contacts page. This will direct you to the membership processing screen.

Step 3 – Once on the membership processing screen, select/check the appropriate membership grade has been selected on the drop down menu.  

Step 4 – Once you have selected the correct grade, to process the membership you will need to select the payment type as provided on the application form.
This could be:  

- Cheque

- Direct Debit

- Credit/debit card : This will direct you to the World Pay screen. Once you have followed the payment instructions and payment has been authorized, copy and paste the world pay transaction ID onto the members contact screen on the notepad section.  

Step 5 – Click on “Create Membership” button, this will generate a membership number.

Step 6 – Once processed, click on the “Go To Contact” button. This will take you back on to the contact screen. You will scroll down the page and click on the invoices screen. You will need to place the invoice number on the reverse side of the cheque

Step 7 – You will need to date and initial the form and file it in the completed folder

Things to consider: