The following instructions are for Microsoft Word 2013. The steps are similar but may be slightly different in older versions of Microsoft Word. To begin, first export the names from your MembershipWorks folder or event dashboard. Then follow these steps to merge the exported spreadsheet to a Microsoft Word document for printing. Step 1: Open . . . read more
Tailor your welcome emails with the information your new members need. Emails can be customized by membership level and are sent automatically when a new member signs up on your website. To create your custom welcome email go to MemberFindMe > Labels & Membership. Then click on the membership level. In the Label tab you . . . read more
The member deals section of websites is often underutilized. A few simple steps can turn your member deals page from a ghost town to a valuable member benefit. Make Member Deals Easy Your members only have so much time to dedicate towards advertising their businesses. There are many places online vying for their attention like . . . read more
The right balance of public and member only features on your website can help you entice new members to join while retaining current members. In this blog we’ll take a look at how to decide what to make public and what should be limited to just members. Member Directory Many organizations keep their member’s directory . . . read more
There are some great websites and tools that will help you to find affordable images and edit them to fit your website. Having quality images on your website is just as important for nonprofits on a budget as it is for fortune 500 companies. This is because the right pictures will create a professional trustworthy . . . read more
Failed payments will now be recorded in your timeline. This will make it easier to field phone calls and inquiries from members about their current membership status.
Refund payments right from the member’s timeline. Simply click on the payment and then click the refund button.
Improved search algorithm makes it easy for your website visitors to find contacts listed under the main account. Just search for the name and matching contacts will appear on the business card. You can enable this feature in MemberFindMe > Plugin Settings > Display contact name on cards in directory.
Why Use Membership Tracking Software Utilizing membership tracking software (or a membership CRM) can empower your staff, board and volunteers to support your members. It will allow them to quickly field phone calls from members, be better prepared when meeting members at events and ensure your members’ needs are met. Another important reason to use . . . read more
The improved dashboard lets you see your total number of accounts, current members, paying members, free members and past due members. The recurring run rate gives you an estimate of how much your organization will collect in membership in one year based on your current membership. Great for financial planning!
