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    Using the Actions Menu to Interact with Your Memberships List
    operations16
    • Feb 8
    • 1 min

    Using the Actions Menu to Interact with Your Memberships List

    Once a membership package has been created, it can be accessed by navigating to the Memberships main menu item and selecting 'Maintain'....
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    Member Package
    operations16
    • Feb 8
    • 1 min

    Member Package

    Each year you should create your Membership Packages for the year ahead. You can then Import your members (Prospects, Members, and...
    0 views0 comments
    Filtering memberships
    operations16
    • Feb 8
    • 1 min

    Filtering memberships

    If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
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    Distribution Lists
    operations16
    • Feb 8
    • 1 min

    Distribution Lists

    If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
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    Add Members
    operations16
    • Feb 8
    • 2 min

    Add Members

    You are now ready to add members to your membership package. You will arrive here after creating a membership package or from selecting...
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    Create Membership Package
    operations16
    • Feb 8
    • 1 min

    Create Membership Package

    1. Navigate to the Add Membership screen, available from the Membership menu, and select Create 2. We will enter full for categorisation,...
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    Using Notification Rules to Schedule Emails for Memberships and Events
    operations16
    • Feb 8
    • 1 min

    Using Notification Rules to Schedule Emails for Memberships and Events

    Using the Notification rules feature, you can configure emails to be sent at a scheduled time, or relative to a time in the membership or...
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    operations16
    • Feb 8
    • 1 min

    System Managed Distribution Lists

    Some Distribution Lists are system managed and not able to be managed by users to protect their integrity. This is the case for those...
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    Automatic Membership Cancelation
    operations16
    • Feb 8
    • 1 min

    Automatic Membership Cancelation

    Maintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...
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    Membership Module User Guide
    operations16
    • Feb 8
    • 2 min

    Membership Module User Guide

    This article will explain how to setup and use the Membership Module. We will create a non-paying Membership package and then step...
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