2 min readMembership Module User GuideThis article will explain how to setup and use the Membership Module. We will create a non-paying Membership package and then step...
1 min readCreate Membership Package1. Navigate to the Add Membership screen, available from the Membership menu, and select Create 2. We will enter full for...
2 min readAdd MembersYou are now ready to add members to your membership package. You will arrive here after creating a membership package or from selecting...
1 min readUsing the Actions Menu to Interact with Your Memberships ListOnce a membership package has been created, it can be accessed by navigating to the Memberships main menu item and selecting 'Maintain'...
1 min readAutomatic Membership CancelationMaintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...
1 min readDistribution ListsIf you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
1 min readSystem Managed Distribution ListsSome Distribution Lists are system managed and not able to be managed by users to protect their integrity. This is the case for those...
1 min readFiltering membershipsIf you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
1 min readUsing Notification Rules to Schedule Emails for Memberships and EventsUsing the Notification rules feature, you can configure emails to be sent at a scheduled time, or relative to a time in the membership or...
1 min readMember PackageEach year you should create your Membership Packages for the year ahead. You can then Import your members (Prospects, Members, and...
