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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!

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

Event Registration Questions by Ticket

Posted on Mar 20, 2015 by MembershipWorks
Jan 9, 2020

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

Specify Landing Page for Members

Posted on Feb 11, 2015 by MembershipWorks
Mar 18, 2020

New setting lets you specify a landing page for existing members after they finish editing their profile, instead of the default popup dialog box that directs the members to your home page. To add a URL for this landing page go to MembershipWorks > Organization Settings > Integration > Website Integration and add the URL . . . read more

Manage Past Due Members

Posted on Feb 2, 2015 by MembershipWorks
Jan 17, 2020

New Membership Settings help you manage past due members. You can now set the number of days past due when the member’s directory listing is removed, and when they are no longer able to purchase member only event tickets/items and access member only content. These settings can be found under MembershipWorks > Organization Settings > . . . read more

Membership Discount Codes

Posted on Dec 1, 2014 by MembershipWorks
Jul 4, 2020

You can create discount codes for renewing or new members to apply towards membership payments. This is great if you are having a membership drive or would like to offer a discount to certain groups of members. Discount codes can give a percentage or dollar discount. You can create as many as you need and . . . read more

Unlimited Admins

Posted on Nov 24, 2014 by MembershipWorks
Feb 29, 2024

We all know the saying “Many hands make light work.” As your organization grows you may need to give employees, volunteers, your accountant or board members access to the administrative side of MembershipWorks so they can help you manage your organization. That’s why MembershipWorks lets you set up an unlimited number of administrators for plans . . . read more

Search, Export, or Email Across All Folders

Posted on Nov 20, 2014 by MembershipWorks
Mar 18, 2020

Folders are a great way to organize your members but sometimes you just need to find an account and are not sure which folder the member is in. You can now access all your accounts in one place by going to your Dashboard and clicking on the “total accounts” link at the top of the Dashboard. . . . read more

Membership Status Reports

Posted on Nov 20, 2014 by MembershipWorks
Mar 18, 2020

You can generate an actionable report of members based on their membership status: Members with a free membership Members with a lifetime or one-time membership Members with a recurring membership and who are current Members with a membership that were not assigned a renewal or expiration date Members with a membership that have expired To . . . read more

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