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”.
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
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
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!
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!
MembershipWorks integrates with Paypal for event and membership payments, tracking payments in the membership system and allowing transactions to happen right on your website so visitors never leave your web page, improving conversion rates. You will need a Paypal Payflow Pro account. If you need automatic recurring billing for memberships you will also need to . . . read more
Our drag and drop merge feature lets you easily merge accounts. Simply drag one account’s business card and drop it over the other. The merged account will have: The fields from both accounts, the information from the account with the newer join date will override the older account The membership level of the account with . . . read more
It’s easy for you to collect registration information on all of your event guests. Now for each ticket purchased you can collect: Names Emails Addresses Phone Numbers Answers to Custom Questions How to use Event Registration Questions by Ticket: When you create a ticket click on the Questions tab to add questions that need to . . . read more
Managing New Members Manually with Dashboard The MembershipWorks Dashboard allows you to pull up new members quickly so you can take action manually. From the Dashboard, select the date range to view in the top left corner. The “New Members” box will display all members who joined in that date range. You can click on . . . read more
Managing Past Due Members Manually from Dashboard The MembershipWorks Dashboard allows you to pull up past due members quickly so you can take action manually. From the Dashboard, you can click on “Past Due” in the blue box in the top left corner to pull up all past due members, so you can email them . . . read more
