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Record Renewal Button

Posted on Jul 24, 2018 by MembershipWorks
Mar 18, 2020
Record renewal payment on member's timeline

The record renewal button makes it easier ​to record renewals for members paying by check and cash. Click on the Record Renewal button on the member’s timeline and select the appropriate renewal rate, then verify the new membership expiration date and payment amount (which can be adjusted as necessary). You can also trigger an email . . . read more

Import Membership Add-ons

Posted on May 23, 2018 by MembershipWorks
Jan 16, 2020
import member data with membership add on

You can now import Membership Add-ons when you import or bulk update your members. For directions on importing please see MembershipWorks > Help > Membership > Importing Members. Note that you cannot update membership add-ons for a member who is on automatic recurring billing.

Link/Re-Link Event Registrations/Form Checkouts to an Account

Posted on May 21, 2018 by MembershipWorks
Jan 17, 2020
link event registrant to a member account

Sometimes an event registration/form checkout is not linked correctly to a member’s account because the wrong email address was used during checkout, or because there are multiple accounts with the same email address. Admins can now link/re-link the registration/checkout to the correct account.​ From the event/form dashboard, click on “Edit/Refund” or “View/Void”, then select “Link registration . . . read more

​Member Location Search Distance in Kilometers

Posted on May 10, 2018 by MembershipWorks
Jan 8, 2020
directory search by kilometer range

The location search box on your member directory will now show the distance automatically in Kilometers for all organizations outside of the US, United Kingdom, Myanmar and Liberia (based on your organization address).

Improved Documentation for Required Waiver/Term Fields

Posted on May 8, 2018 by MembershipWorks
Jan 16, 2020
member terms and conditions field

Required waiver/term fields will now record the account name, date/time and IP address of when the acknowledgement is submitted. Note that this data is not available on older records.

Processing a Right to be Forgotten Request from a Member

Posted on May 7, 2018 by MembershipWorks
Apr 3, 2025
processing a request for the right to be forgotten

The General Data Protection Regulation (GDPR) gives members the right to request the erasure of their personal data from your membership database for specific reasons. We’ve developed a Anonymize/Erase Personal Data feature to help organizations comply with such requests. When you anonymize an account, we will: Erase all fields in the account and set the . . . read more

3 Reasons Not to Use Fixed Renewal Dates for Member Billing

Posted on May 4, 2018 by Karen Kuah
Jan 8, 2020

If you manually manage your memberships utilizing spreadsheets and sending renewal letters by mail it makes sense to have a fixed renewal date. I’ve done it before and can remember the long evenings of volunteers, pizza delivery and stuffing envelopes. However, with the help of software to manage renewals there are fewer benefits and more . . . read more

Embed Tags in Scheduled/Reminder Emails

Posted on May 3, 2018 by MembershipWorks
Jan 9, 2020
embed tags in scheduled/reminder emails

Add more personalization to scheduled/reminder emails by embedding names, addresses, custom fields, membership level, expiration dates and more. Simply click on the “Tags’ dropdown in the editor to select the information you want to insert into your email.

Managing Your Membership Data Privacy & Security

Posted on Apr 30, 2018 by MembershipWorks
Feb 14, 2023

As your membership software platform, we process your member’s data according to your instructions, where your instructions include the actions you take (for example, when you click “Email” to email your members), as well as the various settings you’ve selected in the software. In legal terms, we function as your Data Processor, and you are . . . read more

Add Itemized Table to Renewal Notices

Posted on Apr 29, 2018 by MembershipWorks
Jan 8, 2020
renewal notice table of items

Create better looking member renewal notices by using the [itemtable] tag to add a table that displays the list of membership level/add-ons, prices and subtotal.

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