Membership

Welcome to ChilliDB support articles. This section is a walkthrough of everything under the ChilliDB event module.

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'....

Member Package

Each year you should create your Membership Packages for the year ahead. You can then Import your members (Prospects, Members, and...

Filtering memberships

If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...

Distribution Lists

If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...

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...

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,...

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...

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...

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...

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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