Membership

Looking for information regarding sending invitations to members once the member portal is configured or the assisting with the member...

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

1. Navigate to the Add Membership screen, available from the Membership menu, and select Create 2. We will enter full for...

You are now ready to add members to your membership package. You will arrive here after creating a membership package or from selecting...

Once a membership package has been created, it can be accessed by navigating to the Memberships main menu item and selecting 'Maintain'...

Maintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...

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

Some Distribution Lists are system managed and not able to be managed by users to protect their integrity. This is the case for those...

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

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...

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