When exporting transactions to a CSV file from the Dashboard, there is now an option for “Aggregate By Member”. When this is selected, the spreadsheet will indicate the cumulative totals for each member in each payment category (membership, events, donations, cart, other, handling, tax) as well as the number of transactions by the member. This . . . read more

You now have the option to have links in the directory profile open in a new tab instead of in the current window. For WordPress installations, you can enable this setting under MembershipWorks > Plugin Settings from your WordPress dashboard. For SquareSpace, Weebly and other HTML5 websites, you will need to update the HTML snippet . . . read more

When manually recording membership payments in member’s Timelines, MembershipWorks will now detect if a payment is for current membership dues and automatically update the member’s renewal date and apply the renewal actions (if applicable). A notification will let you know if the renewal date is updated and if any renewal actions were applied.

You can now customize the information sent in the admin notification emails when a user registers for your events. The template can be found under Customization > Emails > Admin New Event Registration Notification.

Need to include information about your event registrant’s meal choice in the confirmation email? New tags now allow you to include the questions/answers for the ticket specific questions and/or event registration questions within the event registration confirmation email sent to your event attendees: [tqn] – All ticket questions/answers, in list format [tqi] – Ticket questions/answers . . . read more

Create a member only forum with our Website Toolbox integration. When connected to your Website Toolbox forum, MembershipWorks will log your members in to your forum when they sign up or sign in to their account on your website. For details on setting up your Website Toolbox integration, please go to Help > Integrations > . . . read more

Export your financials directly to your Xero accounting software. To begin, setup your integration in MembershipWorks > Organization Settings > Accounting. For more information on how this integration works see MembershipWorks > Help > Integrations > Xero.

All upcoming and past-due renewal notices are now recorded in the member Timelines. You can see when the renewal notices were sent, the email content, and whether the email was successfully delivered to the member. A new tag [_rn] can also be used to indicate a unique renewal notice number in the email. You can . . . read more

Add the [dcc] tag to display any discount code used during checkout. The [dcc] discount code tag can be used in the following emails: Admin New Member Notification Membership Payment Receipt Event Registration Confirmation Event Payment Receipt Event Payment Due Invoice Forms/Carts/Donations Receipt Forms/Carts/Donations Payment Due Invoice Forms/Carts/Donations Receipt Item Receipt