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 Data Aggregation

Chapter Management Data Aggregation

Data Aggregation is a new feature relevant to Chapter Management that provides organization admins a better view of what is happening in their suborganizations (states and/or chapters) relevant to memberships. The Data Aggregation feature allows organization admins to quickly change … Read More
Customizing Membership System Emails

Customizing Membership System Emails

Overview All membership system emails (e.g., membership migration emails, activation and expiration emails, etc.) can now be customized. While previously the content of these emails was uneditable, now you can replace those templates with your own personalized content. How to … Read More
Analytics: Membership Engagement Scorecard

Analytics: Membership Engagement Scorecard

What is the Membership Engagement Scorecard (MES)? The Membership Engagement Scorecard is part of an analytics module that allows your organization to assess your members’ engagement and automatically give them a score based on a set of quantitative criteria. Engagement … Read More
Tiered Memberships

Tiered Memberships

Overview Tiered Memberships allows you to sort all your membership types into tiers starting from the most basic membership upwards. This feature allows you to easily upgrade membership(s) to a higher membership plan. Additionally, by using this feature your members … Read More