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MemberFindMe Shortcode/Snippet Generator

Posted on Jul 29, 2015 by MembershipWorks
Mar 18, 2020

The new WordPress shortcode or HTML snippet generator makes it even easier to integrate MemberFindMe with your website. Simply select the feature you’d like along with the options for that feature. For example if you select the Member Directory, you can select options for which folder to pull data from, how to sort members, and . . . read more

Event Administration Auto Fill

Posted on Jul 24, 2015 by MembershipWorks
Jan 9, 2020

When adding an event registration from the event dashboard as the administrator, you can now have it auto fill with the member’s information. Simply type in a partial or full name and then hit tab. You can then select from member accounts matching that name to fill in the member’s information for you.

3 Rules for Getting the Most from Your New Membership Software

Posted on Jul 22, 2015 by Karen Kuah
Feb 29, 2024

To get the highest return on your association membership software investment there are 3 simple rules to follow: garbage in = garbage out, take advantage of the new system and stay updated. Rule 1: Garbage in = Garbage out We’ve all heard the phrase garbage in garbage out and in this case it is really . . . read more

Advanced Admin Search

Posted on Jul 22, 2015 by MembershipWorks
Jan 8, 2020

It’s now even easier for you to find what you are looking for. New custom search allows you to search by: -Standard and custom fields -Address -Labels -Membership levels Use multiple search criteria to further refine your search. For example, you can search for members with a specific membership level, who have at least one . . . read more

Advanced Search for Members Directory

Posted on Jul 13, 2015 by MembershipWorks
Jan 8, 2020
advanced directory search

You can now create advanced search options for your members directory under MembershipWorks > Customization > Directory Search. Search options are grouped into boxes, each search box allows visitors to search your directory by keyword, location, labels or fields. You can create multiple search boxes for different groups of labels. The new search by fields . . . read more

Send Event Payment Due Invoices

Posted on Jul 1, 2015 by MembershipWorks
Mar 18, 2020

You can now have automated payment due invoice emails sent to event registrants who select offline billing when registering for your event. To create an event payment due invoice email template, go to MembershipWorks > Customization > Emails and select “Event payment due invoice”.

Profile Labels Visible on Directory Profiles

Posted on Jun 22, 2015 by MembershipWorks
Mar 18, 2020

In addition to being able to make your label categories in your directory you can now also list them on your members’ profiles. To make labels visible in your member’ profiles go to MemberFindMe > Customization > Directory Profile. For Box type choose Labels. Then click on the labels you would like displayed. You can . . . read more

Bulk Actions for Folders

Posted on Jun 17, 2015 by MembershipWorks
Jan 8, 2020

Use the new Bulk action tab to perform bulk actions in a folder. You can delete or remove accounts from a folder or copy over accounts between folders. Bulk actions work on accounts that are visible, just like our Email or Export actions. So you can first filter your folder view by labels or keyword . . . read more

Add Rich Text Information and Links to Your Member Sign-Up or Member Manage Form Templates.

Posted on Jun 16, 2015 by MembershipWorks
Jan 8, 2020

Rich text and links can be added to the box descriptions or in the middle of a Fields Form Box. To add text information to a fields form box, click on + Add Field and select “Text Information” for the Field type. As always, don’t forget to save your changes!

Customize Automated Emails

Posted on Jun 11, 2015 by MembershipWorks
Jan 8, 2020

You can now customize the following emails: Membership payment receipt Membership refund receipt Membership auto recurring payment failed notice Event payment receipt Event refund receipt Other payment receipt Other refund receipt To customize the templates for these receipts go to MemberFindMe >Customization > Emails. Don’t forget to save your changes!

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