Writing a Membership Invitation Campaign

Writing a Membership Invitation Campaign

Writing the Perfect Membership Invitation Campaign Getting a membership invite right the first time can be challenging, not to mention time-consuming if you don’t know where to start. Sending out a successful campaign can considerably improve client engagement, membership acceptance, … Read More
Application Fee

Application Fee

An application fee is a one-time fee paid by the person enrolling into the organization as a member. Previously the application fee could only be paid together with the membership first-year fee. Check here to learn how to configure membership … Read More
New Member Welcome Email

New Member Welcome Email

Overview The Welcome Email is a customizable automated email that you can use to welcome members to your organization after their memberships are activated. The Welcome Email is separate and independent of the Membership Activation email that goes out as … Read More
Processing Credit Card Payments (Member Applications & Renewals)

Processing Credit Card Payments (Member Applications & Renewals)

Go to the Workflow Manager section of the Membership Module Within the Workflow Manager go to either Applications or Renewals. Once in the Applications (or Renewals) section you will see those applications/renewals that are Awaiting Payment   Select the application … 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
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
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
[Chapter Management] Chapter Inclusion

[Chapter Management] Chapter Inclusion

The new Chapter Inclusion feature allows organizations utilizing Chapter Management to incorporate chapter members within the umbrella organization membership. Membership is created at the umbrella organization level and selected chapters are then added to that membership. When going through the … Read More