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Event Registration Actions

Posted on Sep 22, 2015 by MembershipWorks
Jan 9, 2020

Automatically add event attendees to a folder or label when they register for an event, or have accounts automatically created for event attendees if they are not a member. Event registration actions are setup under the “Advanced” tab of the event.

MailChimp Integration

Posted on Sep 3, 2015 by MembershipWorks
Jan 17, 2020

MailChimp integration is here! Setup your MailChimp integration in MembershipWorks > Organization Settings > Lists. You can specify a MailChimp audience to add email addresses for members with a specific folder or label. Premium MailChimp integration allows multiple audiences, multiple labels/folders per audience and more synchronization options. To add Premium MailChimp to your account, go . . . read more

Integrating MailChimp with Your Membership Database

Posted on Sep 3, 2015 by MembershipWorks
Jun 19, 2020

MailChimp integration MailChimp integration is provided with all MembershipWorks plans. You can connect a MailChimp email list to a folder or label. Once connected, new emails are added to your MailChimp list when members are added to the folder or label. New emails will also be added to the list when a member with that . . . read more

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.

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

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