Creating member smart lists

Creating member smart lists

Creating member smart lists Sorting your organization’s members into lists lets you find the memberships you need in seconds. Simply save your search results into a smart list when searching the member database. Member smart lists can be accessed in … Read More
Downloading Member Information

Downloading Member Information

Downloading Member Information Exporting member information is useful for moving member data outside the platform. Follow the processes below to download information for a particular membership or multiple memberships. Exporting information for a single membership Go to the Members section … Read More
Membership Type Versions

Membership Type Versions

Overview Once a Membership Type is created, some details (e.g., membership duration, price configurations, and member limits) cannot be directly edited. To change or update these details, a new membership-type version needs to be created. Follow the instructions below to learn … Read More
Bulk Action for Applications in Membership Workflow Manager

Bulk Action for Applications in Membership Workflow Manager

You can now take bulk action for Applications in the Workflow Manager of the Memberships Module. This enables the Membership Manager (admin user) to approve or deny pending applications all at once, as opposed to one at a time. In … Read More
Multi-Term Memberships and Discount Configurations

Multi-Term Memberships and Discount Configurations

Now you can add multi-term memberships and enable discounts for applicants/members who purchase single or multiple terms. First, go to Membership Types in the Membership Settings. Next you can either Configure a New Membership Type or Create a New Version of … Read More