Add more personalization to group emails by embedding names, addresses, custom fields, membership level, expiration date and more. Simply click on the “Tags” dropdown in the editor to select the information you want to insert into your email.
If you need a new form similar to one you’ve already created, you can now copy forms. To copy a form go to the form’s dashboard and click on Copy Form and provide the new form name.
Add a Payment/Invoice History box to the Member Manage template (under Customization) to give your members the ability to view, email, print and pay for their invoices when they log into their account.
Create invoices directly in the member’s timeline to charge for incidentals, additional fees, event silent auction items and more! For more information about invoices please see Help > Membership > Member Billing > Invoices.
You can now set a maximum or minimum or minimum number of labels/folders members can select in each Add/Remove Labels and Folders box in the membership templates. You can use this to limit the number of categories a member can select in the directory, or limit the number of features a member can signup for. . . . read more
Membership Software that Incorporates Surveys vs. Stand Alone Survey Software In many cases utilizing a survey feature that is built into your membership software is the perfect solution. Let’s take a look at some of the main positives: You can require members to login to access the survey or make it public to include everyone. . . . read more
You can now use the [itemtable] tag for Forms/Carts/Donations receipt templates, to provide a table of items, quantity and prices in the email receipt for your users. For a list of tags that can be used for your receipts, please see Help > Customization > Email Templates – Forms/Carts/Donations Email Receipts. Admin email notifications have . . . read more
Offer early bird pricing for event tickets. When creating or editing a ticket, under the Discounts section, you can enable early bird pricing that automatically expires at a specific date/time.
You can now re-classify membership levels and add-ons as donations, event or cart payments, so as to provide more accurate financial reporting for your organization. For example you can allow members to make a donation at the same time as they make a membership payment, using a membership add-on that is categorized as a fixed . . . read more
For customers using Stripe payment gateway who also ensure all payment pages on your website are on HTTPS (SSL), MembershipWorks now uses Stripe Elements to tokenize credit card information. By using tokenized credit card data, Stripe will automatically pre-fill the SAQ A and Attestation of Compliance (AoC) for you, so no action is required on . . . read more
