Organizations using the MailChimp integration now have additional features to troubleshoot issues with syncing in Organization Settings > Lists. An error log will now notify you of issues that occurred during the sync process, such as an expired API key. This will automatically show under the MailChimp API key if you have any errors. If . . . read more
Have you ever wanted to generate a list of members who have edited their contact information or updated their profile? You can now do this and more with the new Timeline export feature. Here’s how: Go to Dashboard > Timeline Set your date range Use the “Filter by Type” drop down to select one or . . . read more
Sometimes you need to void an event ticket without giving a refund. Now event organizers can do this in their event’s Dashboard. Here’s how: Go to Event List Click on your event From the event’s Dashboard, click Edit/Refund next to the ticket purchase that should be voided without a refund. Select the option “Void without . . . read more
You can now manage the member recommendations that appear in your member directory. To enable this feature, you’ll need to customize your Admin Profile template. Follow these steps: Go to Customization > Admin Profile Scroll to the bottom of the page where you can click on “+ Add Box” Change the Box type to “Manage . . . read more
For membership organizations, your welcome strategy will be a new member’s first experience with the group. If you do a good job, your members will feel like they’ve made the right decision. And if you really nail it? Your members might be impressed enough to become active members and maybe even volunteer. But what makes . . . read more
In times of financial hardship, members may not be able to keep up with their membership dues. To assist members and prevent them from completely canceling their membership, you can allow them to pause their membership for either a set time frame or indefinitely. Options for Pausing Memberships There are two options for pausing memberships. . . . read more
Organizations looking to offer a financial break to their members may pause memberships for either a specific or indefinite amount of time. This article is for organizations who have a fixed renewal date. Organizations with rolling renewals should read this other article. Provide One Year of Free Membership With this option, you’ll utilize the bulk . . . read more
Organizations looking to offer a financial break to their members may pause memberships for either a specific or indefinite amount of time. This article provides instructions for temporarily pausing memberships that have a rolling anniversary date. Organizations with a fixed renewal date should see this other article. Pausing Membership for a Defined Amount of Time . . . read more
Some members may be asking about canceling their accounts. It may be more than you want to handle manually. To remove some of your workload, you can create a page where members can perform this task themselves. Note that if you already have a Cancel membership level established, you can skip directly to step 4. . . . read more
If you’re not getting the event attendance numbers you’re looking for, it’s a good idea to implement new promotional strategies. Here are five proven ways to boost attendance through promotion. Send messages via an email marketing platform Make posts and stories on social media platforms Enlist a committee Create a social media event Pitch your . . . read more
