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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!

Setting up Paypal Payflow Pro

Posted on Jun 9, 2015 by MembershipWorks
Feb 29, 2024

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

Easily Merge Accounts

Posted on May 28, 2015 by MembershipWorks
Jan 9, 2020

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

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