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
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
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
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
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
Bulk Action in Membership Workflow Manager (video)
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