[:en] Gestão de Membros[:p b]Gerenciamento de Associações[:]

Navigating Community 2.0: A Guide to the New and Improved Community Engagement Solution

Welcome to the new and improved Community Engagement Solution, also known as Community 2.0. Our solution provides users with a digital space to network and connect with others, regardless of their location. The Community feature is an interactive wall where … Read More

Discard option for unfinished membership imports

Introduction With the discard feature, users can effortlessly eliminate unfinished imports, ensuring that only accurate and relevant information finds its way into the system. This enhancement significantly contributes to maintaining data integrity, an essential aspect of successful membership management. … Read More

Bulk membership approval

Introduction This article provides guidance on how to approve membership renewals in bulk on the Glue Up system. Access Membership Workflow manager: … Read More

Memberships – Membership Products (Add-ons)

Introduction Membership products are add-on items that members of your organization can purchase when they join or renew their membership. They can be physical or digital items that your organization offers to applicants at a predetermined price or at an … Read More

Reassigning a Membership Profile to a Different Membership Type

To switch a membership profile from one type of membership to another, navigate to the Memberships section of the Membership Module. Open the profile you wish to update from the list of memberships to view Membership Details. Click … Read More

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)

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 in Membership Workflow Manager (video)