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Reduce Duplicate Accounts by Blocking Duplicate Email Addresses and/or Names

Posted on Nov 9, 2016 by MembershipWorks
Oct 3, 2019

Prevent users from signing up for a new account using an email address or name that is already in the system. These settings can be found under Organization Settings > Integration > Membership Settings. Note that account names need to be identical to be blocked.

New Email Deliverability Settings

Posted on Sep 30, 2016 by MembershipWorks
Dec 19, 2017

You can now add custom records to your domain DNS to improve deliverability of emails sent by MembershipWorks, making them less likely to be classified as spam. To configure you DNS records, go to Organization Settings > Integration > Email Deliverability. Note: if you have added DNS records for MemberFindMe prior to Jul 1 2016, . . . read more

Trigger Welcome Emails

Posted on Sep 20, 2016 by MembershipWorks
Dec 19, 2017

When you add or change a membership level under the member’s Membership Billing tab, you now have the option to send a new member welcome email to that member. Note: if a password has been previously set for the member’s account, the password cannot be reproduced in the welcome email.

Allow Offline Payment for Forms/Carts/Donations

Posted on Jul 11, 2016 by MembershipWorks
Dec 19, 2017

Give your users an offline payment option when making a donation or purchasing an item on your shopping page. When you allow for offline payments you can add payment instructions and create a payment due email that will automatically go out to users who choose the offline payment option. The offline payment option can be . . . read more

Customize Your New Member Signup Notifications

Posted on Jul 5, 2016 by MembershipWorks
Dec 19, 2017

You can now customize your New Member Signup Notification emails under MemberFindMe > Customization > Emails > Admin New Member Notification. This email is sent if you have setup an email address to notify when a new member signs up for a specific membership level. For a list of tags that can be used please . . . read more

Create Reminders in Your Member’s Timeline

Posted on Jun 30, 2016 by MembershipWorks
Dec 19, 2017

You can create Scheduled/Reminder Emails in your members’ Timeline to help you follow-up with your members. Scheduled emails can be sent directly to the member, sent to you, or sent to any specified email address (multiple email addresses can be specified by separating each email with a comma). One great way to use this is . . . read more

Event Notes

Posted on Jun 20, 2016 by MembershipWorks
Dec 19, 2017

You can now store and edit notes with each event. Use the notes feature to help you plan events by storing information about your vendors, checklists and more!

New Member Trial Period

Posted on Jun 15, 2016 by MembershipWorks
Mar 18, 2020

Entice more members by offering a free trial period. To add a trail period option to your membership levels: Go to Labels & Membership > Membership Levels Click on the membership level where the trial period should be added. Click on the Billing Options tab. Click on a billing option. Type the number of days . . . read more

Add More Billing Options to Your Membership Levels

Posted on Jun 13, 2016 by MembershipWorks
Jan 8, 2020

Our membership billing system has been revamped to allow you to add multiple billing options to each membership level. You can specify different payment types (Automatic Recurring Credit Card, Online Credit Card, Offline) and billing intervals (monthly, quarterly, annually, lifetime, etc) for each billing option. You can also create private billing options, allowing you to . . . read more

Multiple Renewal and Past Due Email Notices

Posted on Jun 10, 2016 by MembershipWorks
Mar 18, 2020

You can now schedule up to 10 renewal/past-due notices per membership level. You can also specify whether each renewal/past-due notice will go to all members for that level, or just to members on a specific billing method. To add or setup your renewal/past-due notices, go to Labels & Membership > Membership Levels, click on each . . . read more

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